Lam Research Corporation (LRCX) Rallied on AI-Driven Strong Demand
Artisan Partners, an investment management company, released its first-quarter 2026 investor letter for “Artisan Value Fund”. A copy of the letter is available to download here.
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 | 13,179,818 | $2,815,999,914 | -2% | 1.52% |
| 2. | Coatue Management Philippe Laffont | 10,043,505 | $2,145,895,279 | +3% | 7.39% |
| 3. | Alkeon Capital Management Panayotis Takis Sparaggis | 3,900,456 | $833,371,429 | -40% | 1.4% |
| 4. | Tiger Global Management LLC Chase Coleman And Feroz Dewan | 3,900,439 | $833,367,797 | 3.65% | |
| 5. | AQR Capital Management Cliff Asness | 3,452,063 | $724,311,731 | -7% | 0.33% |
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 |
|---|---|---|---|---|---|---|
| $255.14 | 18,170 | $4,635,893.80 | 66,129 | 2026-05-01 | Filing | |
| $258.66 | 6,010 | $1,554,546.60 | 53,205 | 2026-04-27 | Filing | |
| $224.03 | 50,057 | $11,214,269.71 | 1,081,705 | 2026-03-04 | Filing | |
| $222.66 | 1,500 | $333,990.00 | 53,205 | 2026-03-04 | Filing | |
| $230.22 | 40,329 | $9,284,542.38 | 1,054,012 | 2026-03-02 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 132,852,320 | $28,385,226,577 | 0.5% | |
| 2. | 81,155,744 | $17,339,736,263 | 0.42% | |
| 3. | 59,158,300 | $12,654,872,320 | 0.44% | |
| 4. | 37,060,963 | $7,918,445,356 | 0.41% | |
| 5. | 35,175,926 | $7,501,285,258 | 0.47% |
News See All
Is Lam Research Corporation (LRCX) One of the Best Oversold Growth Stocks to Invest in Now?
Lam Research Corporation (NASDAQ:LRCX) is one of the best oversold growth stocks to invest in now.
10 Oversold Growth Stocks to Invest In Now
On May 18, Jeffrey Solomon, vice chair and special advisor at TD Bank U.S., appeared on CNBC’s ‘Squawk on the Street’ to talk about how the Iran war and energy prices are driving markets, his economic...
10 Fastest Growing S&P 500 Stocks to Buy Now
Fast-growing S&P 500 stocks are getting more attention as investors look for companies where revenue and earnings are still expanding faster than the broader market.
Is Lam Research Corporation (LRCX) A Good Stock To Buy Now?
Is LRCX a good stock to buy? We came across a bullish thesis on Lam Research Corporation on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on LRCX.
Here’s Why Investors Favour Lam Research Corporation (LRCX)
Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Durable Advantage Fund”. A copy of the letter can be downloaded here.
7 Best Semiconductor Equipment Stocks to Buy
The semiconductor equipment industry is entering 2026 with a stronger demand backdrop than the broader cyclical slump of 2022-2023 suggested.
Top 10 Tech Stocks in Louis Navellier's Portfolio
Technology stocks have powered major US benchmark indices to record highs after a rebound from losses fueled by the Iran war.
10 Tech Stocks That Could Make You a Millionaire
The next wave of generational wealth may not be built on oil fields or factory floors; it may be coded, trained, and deployed from server farms humming in the digital ether.
10 AI Stocks with Potential to Rise 1000 Percent
AI stocks continue to draw attention because the market is still trying to figure out how far the current investment cycle can run.
Hedge Fund Resource Center