Applied Materials Stock (AMAT): Morgan Stanley Goes Lone Wolf with Hold Call Ahead of Q4 Earnings
Chipmaking equipment supplier Applied Materials ($AMAT) is gearing up to release its fiscal Q4 2026 earnings after the market closes on Thursday, N...
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. | Squarepoint Ops LLC Maxime Fortin (Cio) | 873,846 | $287,067,149 | +63% | 0.32% |
| 2. | Fisher Asset Management Ken Fisher | 326,785 | $107,352,297 | -5% | 0.03% |
| 3. | 206,900 | $67,968,719 | +86% | 0.07% | |
| 4. | 160,400 | $52,693,004 | +65% | 0.85% | |
| 5. | ZWEIG DIMENNA PARTNERS Joe Dimenna | 111,391 | $36,593,057 | +26% | 2.82% |
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 |
|---|---|---|---|---|---|---|
| $208.50 | 16 | $3,336.00 | 1,756 | 2026-11-06 | Filing | |
| $242.59 | 719 | $174,422.21 | 916 | 2026-11-02 | Filing | |
| $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 |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 36,022,562 | $11,810,818,137 | 0.61% | |
| 2. | 31,989,899 | $10,509,001,678 | 0.45% | |
| 3. | 9,879,299 | $3,245,448,369 | 0.77% | |
| 4. | 8,535,087 | $2,803,861,678 | 0.46% | |
| 5. | 7,560,360 | $2,483,653,863 | 0.32% |
News See All
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Top 10 AI Stocks in Billionaires Ray Dalio and Philippe Laffont’s Portfolios
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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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