LAM RESEARCH CORP

Ticker: LRCX CUSIP: 512807306 Class: Common Stock

Telemark Asset Management, LLC's Holding History (CIK: 0001420816)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 50,000 Value ($000) $8,559 Avg Close $155.36 Range $130.80 - $179.80

Q3 2025

Shares 25,000 Value ($000) $3,348 Avg Close $105.52 Range $90.61 - $133.99

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	50,000	$8,559	$155.36	$130.80 - $179.80
Q3 2025	25,000	$3,348	$105.52	$90.61 - $133.99