Lam Research Corporation (LRCX): A Bull Case Theory
We came across a bullish thesis on Lam Research Corporation on Rijnberk InvestInsights’s Substack by Daan | InvestInsights. In this article, we will summarize the bulls’ thesis on LRCX.
Lam Research Corp (LRCX)
Market is closed
Sector: Special Industry Machinery, Nec
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 11,340,865 | $1,518,541,824 | +782% | 0.96% |
| 2. | Coatue Management Philippe Laffont | 9,954,492 | $1,332,906,480 | -6% | 3.27% |
| 3. | Alkeon Capital Management Panayotis Takis Sparaggis | 6,420,456 | $859,699,059 | -25% | 1.26% |
| 4. | Tiger Global Management LLC Chase Coleman And Feroz Dewan | 5,260,328 | $704,357,919 | 2.18% | |
| 5. | AQR Capital Management Cliff Asness | 3,541,230 | $472,293,872 | +139% | 0.3% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $63.66 | 9 | $601.91 | 65,056 | 2025-04-08 | Filing | |
| $460.35 | 1,736 | $799,167.60 | 49,991 | 2022-04-26 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $150.60 | 40,080 | $6,036,048.00 | 987,237 | 2025-11-14 | Filing | |
| $159.52 | 30 | $4,785.60 | 3,257 | 2025-11-07 | Filing | |
| $159.99 | 1,298 | $207,667.02 | 1,652 | 2025-11-03 | Filing | |
| $157.46 | 6,010 | $946,334.60 | 56,786 | 2025-10-27 | Filing | |
| $157.48 | 3,000 | $472,440.00 | 56,786 | 2025-10-27 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 130,974,214 | $17,537,447,254 | 0.26% | |
| 2. | 124,258,984 | $16,638,277,944 | 0.29% | |
| 3. | 59,817,352 | $8,024,684,400 | 0.28% | |
| 4. | 33,620,755 | $4,488,946,441 | 0.29% | |
| 5. | 29,944,849 | $4,009,617,513 | 0.23% |
News See All
Lam Research's (LRCX) Going to "Have Orders as Far as the Eye Can See," Says Jim Cramer
Cramer has started to frequently discuss semiconductor manufacturing equipment provider Lam Research Corporation (NASDAQ:LRCX) recently.
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