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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 |
|---|---|---|---|---|---|---|
| $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 | |
| $291.32 | 20,000 | $5,826,400.00 | 205,546 | 2026-09-02 | Filing | |
| $302.46 | 5,000 | $1,512,300.00 | 42,462 | 2026-08-31 | Filing | |
| $300.00 | 30,000 | $9,000,000.00 | 1,075,966 | 2026-08-06 | 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
Lam Research Legal Chief Sold $1.5 Million as AI Chip Demand Booms. Is the Signal Bearish?
Lam Research chief legal officer Ava Harter sold 5,000 shares at $302.46 on August 31, generating about $1.51 million and leaving her with 42,462 shares.
Overvalued AI Stocks? Analysts See Upside in These 3 High P/E Names
Using the TipRanks Stock Screener tool, we identified three mega-cap AI-linked stocks with P/E ratios ranging from 45.56x to 52.46x, Strong Buy con...
Exploring Semiconductor Resurgence: Lam Research’s (LRCX) Role in Advanced Chip Manufacturing
Sands Capital, an investment management company, released its “Sands Capital Select Growth Fund” Q2 2026 investor letter. The letter can be downloaded here. Select Growth Fund targets U.S.
Lam Research Corporation (LRCX) is Exploring Growth Opportunities in the Semiconductor Equipment Market
Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the "Artisan Global Opportunities Strategy". The letter can be downloaded here.
Lam Research Stock (LRCX) Is Trending After Dividend Raised 27%
The company’s financial results have been strong due to the AI buildout.
Applied Materials (AMAT) Enters a New AI-Driven Growth Cycle
The rapid buildout of AI infrastructure has been driving a strong demand cycle for semiconductor manufacturing equipment. Applied Materials, Inc.
BofA Calls These 8 Semiconductor Stocks “Enhanced Buys” Despite 10% Downside Risk
Bank of America (BofA) sees an attractive risk/reward profile for semiconductor stocks despite near-term pressure. The bank’s nalyst Vivek Arya hig...
Lam Research (LRCX) Sees Strong Growth Extend Into 2027 as AI Spending Accelerates
Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its “Guinness Global Innovators Fund”. You can download the letter here.
Billionaire Stanley Druckenmiller and Brad Gerstner Both Dumped Broadcom (AVGO) and Bought This AI Stock Instead
Latest 13F filings show that billionaire Stanley Druckenmiller's family office fund and Brad Gerstner's Altimeter Capital both sold Broadcom Inc.
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