Lam Research Corporation (NASDAQ:LRCX) Q1 2026 Earnings Call Transcript
Operator: Good day, and welcome to the Lam Research Corporation September Quarter 2025 Earnings Conference Call. All participants will be in a listen-only mode.
Lam Research Corp (LRCX)
Market is closed
Sector: Technology
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. | Hosking Partners Jeremy Hosking | 160,155 | $21,444,755 | -1% | 0.78% |
| 2. | Lee Munder Capital Group Lee Munder | 95,507 | $12,788,387 | -3% | 0.75% |
| 3. | Bailard Inc Thomas Bailard | 58,782 | $7,870,910 | +1% | 0.17% |
| 4. | Bayforest Capital Theodoros Tsagaris | 7,049 | $943,861 | 0.45% | |
| 5. | Paradice Investment Management David Paradice | 1,524 | $204,064 | 0.05% |
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 |
|---|---|---|---|---|---|---|
| $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 | |
| $138.90 | 52,190 | $7,249,191.00 | 251,047 | 2025-10-13 | Filing | |
| $90.00 | 74,320 | $6,688,800.00 | 179,084 | 2025-02-20 | Filing | |
| $90.00 | 35,760 | $3,218,400.00 | 179,084 | 2025-02-20 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 11,312,752 | $1,512,854,324 | 1.33% | |
| 2. | 4,860,685 | $650,845,723 | 0.2% | |
| 3. | 4,445,681 | $594,620,418 | 0.59% | |
| 4. | 3,258,535 | $436,317,837 | 0.25% | |
| 5. | 3,255,637 | $435,929,796 | 0.44% |
News See All
11 Best American Semiconductor Stocks to Invest In
On Monday, October 13, semiconductor stocks bounced back to recover losses suffered on Friday.
Lam Research (LRCX) Announces Breakthrough in Advanced Packaging Etch Technology
Lam Research Corporation (NASDAQ:LRCX) is one of the best performing NASDAQ stocks according to hedge funds. On October 2, the company announced a breakthrough in etch technology.
Heartland Mid Cap Value Fund: A Standout Quality Value Holding is Lam Research (LRCX)
Heartland Advisors, an investment management company, released its “Heartland Mid Cap Value Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
13 Best Performing NASDAQ Stocks According to Hedge Funds
Nasdaq is the second-largest stock market in the world by market capitalization. It lists some of the most well-known tech and growth companies globally.
Lam Research Corporation (LRCX) Rated as a Hold at HSBC amid Wafer Fab Equipment Opportunity
Lam Research Corporation (NASDAQ:LRCX) is one of the high-growth semiconductor stocks that are profitable in 2025.
10 High-Growth Semiconductor Stocks That Are Profitable in 2025
The artificial intelligence boom has made the semiconductor sector a firm favorite among investors on Wall Street.
10 AI Stocks Investors Are Watching Closely
Optimism grew that a wave of significant mergers could follow after Fifth Third Bancorp's deal to buy Comerica in a $10.9 billion all-stock transaction, while AMD shares also surged on news of a partnership...
Lam Research Delivers Strong Results Amid Mixed Opinions from Analysts
The quarterly earnings of Lam Research Corporation (NASDAQ:LRCX) for Q4 2025 reached $1.33 per share, beating the consensus estimate of $1.2 per share.
Lam Research Unveils VECTOR TEOS 3D
Lam Research Corporation (NASDAQ:LRCX) is among the 11 Best Semiconductor Stocks with Huge Upside Potential.
Hedge Fund Resource Center Billionaire Hedge Funds
