Top 10 AI Stocks in Billionaires Ray Dalio and Philippe Laffont’s Portfolios
Billionaires Ray Dalio and Philippe Laffont are two of the brightest minds in investing, and both have strong views on AI.
Lam Research Corp (LRCX)
Market is closed
Sector: Special Industry Machinery, Nec
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 160,400 | $52,693,004 | +65% | 0.85% | |
| 2. | Motley Fool Asset Management Bryan Hinmon | 102,713 | $33,742,248 | +10% | 1.28% |
| 3. | 97,000 | $31,865,470 | +38% | 0.51% | |
| 4. | Hosking Partners Jeremy Hosking | 87,593 | $28,775,176 | +4% | 1.02% |
| 5. | Bailard Inc Thomas Bailard | 41,378 | $13,593,412 | +2% | 0.28% |
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 |
|---|---|---|---|---|---|---|
| $227.02 | 31,400 | $7,128,428.00 | 1,075,966 | 2026-10-23 | Filing | |
| $319.26 | 30,000 | $9,577,800.00 | 1,075,966 | 2026-09-09 | Filing | |
| $314.74 | 9,557 | $3,007,970.18 | 20,995 | 2026-09-09 | Filing | |
| $291.32 | 27,480 | $8,005,473.60 | 205,546 | 2026-09-02 | Filing | |
| $291.32 | 12,270 | $3,574,496.40 | 205,546 | 2026-09-02 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 4,631,551 | $1,521,510,820 | 1.29% | |
| 2. | 2,912,268 | $956,709,161 | 0.55% | |
| 3. | 1,992,638 | $654,601,505 | 0.79% | |
| 4. | 1,650,876 | $540,733,992 | 1.38% | |
| 5. | 1,614,930 | $530,520,655 | 0.76% |
News See All
Lam Research Corp. (LRCX) Shares Decline as Investors Reassess AI Spending
Renaissance Investment Management, an investment management company, released its Q3 2026 investor letter for “Large Cap Growth Strategy.” The letter can be downloaded here.
Lam Research (LRCX) vs. AMAT and KLAC: Can Strong Cash Flow and AI Demand Support Further Upside?
Is LRCX a good stock to buy? We came across a bullish thesis on Lam Research Corporation on Astute Optics - US’s Substack. In this article, we will summarize the bulls’ thesis on LRCX.
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Meta or Lam Research: One Stock Is a Buy After Today’s Selloff, but the Other Has More Upside, Says Barclays
Earnings season is proving unforgiving for tech stocks, with Meta Platforms (NASDAQ:META) and Lam Research (NASDAQ:LRCX) both suffering steep losse...
Why Are CoreWeave, Nebius, and IREN Stocks Falling in Premarket Today, Oct. 22?
Shares of neocloud companies CoreWeave ($CRWV), Nebius ($NBIS), and IREN ($IREN) fell in premarket trading on Thursday, October 22, giving back som...
Why Lam Research Stock Slides After Hours, While QuantumScape Jumps — and Which One Wall Street Sees as a Strong Buy
Wednesday’s after-hours trading is proving that beating earnings expectations isn’t always enough to satisfy investors, while promising expansion p...
Options Volatility and Implied Earnings Moves Today, October 21, 2026
Today, several major companies are expected to report earnings: Abbott Laboratories (ABT), AT&T (T), Meta Platforms (META), International Business ...
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