SANDLER CAPITAL MANAGEMENT

Position in LRCX — Lam Research Corp

CIK 1000742 NEW YORK, NY

Position in LRCX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,017,892

-$94,778 QoQ

Shares Held

2,349

-63.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#1,871

of 3,103 holders

Holding Since

Mar 2020

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

SANDLER CAPITAL MANAGEMENT holds $6,893,486 across 5 Semiconductor Equipment & Materials names. LRCX ranks #4 (14.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	3,472	$2,510,256
2	Q	Qnity Electronics, Inc.	8,316	$1,358,085
3	TER	Teradyne, Inc	2,545	$1,231,372
4	LRCX	Lam Research Corp This page	2,349	$1,017,892
5	ASML	Asml Holding NV	390	$775,881

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,017,892	2,349	-63.9%	Shares	Sole	2026-08-14
2025-12-31	$1,112,670	6,500	+27.2%	Shares	Sole	2026-02-17
2024-06-30	$5,441,383	5,110	-42.1%	Shares	Sole	2024-08-14
2024-03-31	$8,578,963	8,830	-40.0%	Shares	Sole	2024-05-15
2021-03-31	$8,761,932	14,720	+27.9%	Shares	Sole	2021-05-17
2020-09-30	$3,818,774	11,511	-56.1%	Shares	Sole	2020-11-16
2020-06-30	$8,473,034	26,195	-0.9%	Shares	Sole	2020-08-14
2020-03-31	$6,344,400	26,435	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.