Applied Materials Stock (AMAT) Plunges 5% as BofA Lowers Price Target to $650
Shares of Applied Materials ($AMAT), a semiconductor equipment maker, fell more than 5% on Friday as Bank of America ($BAC), also called BofA, lowe...
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 | 12,269,198 | $5,316,611,569 | -7% | 2.36% |
| 2. | Coatue Management Philippe Laffont | 9,441,603 | $4,091,329,827 | -6% | 8.41% |
| 3. | 4,101,500 | $1,777,302,995 | +108% | 0.2% | |
| 4. | 3,506,300 | $1,519,384,979 | +13% | 0.17% | |
| 5. | AQR Capital Management Cliff Asness | 3,485,364 | $1,510,312,357 | +1% | 0.53% |
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 |
|---|---|---|---|---|---|---|
| $300.00 | 30,000 | $9,000,000.00 | 1,075,966 | 2026-08-06 | Filing | |
| $335.00 | 18,282 | $6,124,470.00 | 87,142 | 2026-07-13 | Filing | |
| $390.01 | 30,000 | $11,700,300.00 | 1,075,966 | 2026-07-02 | Filing | |
| $373.09 | 1,600 | $596,944.00 | 144,705 | 2026-06-12 | Filing | |
| $372.23 | 7,700 | $2,866,171.00 | 146,305 | 2026-06-12 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 132,727,776 | $57,514,926,951 | 0.85% | |
| 2. | 81,683,639 | $35,395,971,288 | 0.76% | |
| 3. | 60,704,130 | $26,320,467,878 | 0.78% | |
| 4. | 52,319,973 | $22,671,814,148 | 1.79% | |
| 5. | 45,317,479 | $18,621,406,094 | 1.03% |
News See All
Why Lam Research (LRCX) Became This Portfolio’s Top Performer
Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here.
Is Lam Research, KLA, or Applied Materials the Best Chip Equipment Buy? Jim Cramer Weighs In
During the August 6 episode of CNBC’s Mad Money, host Jim Cramer pointed to the bottleneck in data center memory production and urged investors to focus on the companies building the fabrication machinery...
3 Best ETFs to Invest In, According to the AI Analyst – 8/5/2026
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Columbia Seligman Global Technology Fund's Bullish Views on Lam Research (LRCX)
Columbia Threadneedle Investments, an investment management company, released its "Columbia Seligman Global Technology Fund" second quarter 2026 investor letter.
Lam Research Corporation (LRCX) Rose on Strong Semiconductor Capital Spending
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Growth & Income Fund". A copy of the letter is available to download...
Here's Why Lam Research Corporation (LRCX) is Rallying
NZS Capital, LLC, an investment management company, released its “NZS Growth Equity Strategy” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
10 Best Stocks to Buy Now for High Returns
On July 12, Mike Dickson, head of research at Horizon, appeared on a Schwab Network interview to discuss his mid-year review and outlook for AI and small-cap companies.
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