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.
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. | Lee Munder Capital Group Lee Munder | 38,887 | $16,850,904 | -22% | 0.9% |
| 2. | Katamaran Capital Priya Kodeeswaran | 12,036 | $5,215,560 | +11% | 4.16% |
| 3. | Ardsley Partners Philip Hempleman | 10,000 | $4,333,300 | 0.45% | |
| 4. | Olympiad Research LP Thong Nguyen | 0 | $0 | 0% |
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 |
|---|---|---|---|---|---|---|
| $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 | |
| $371.17 | 8,233 | $3,055,842.61 | 154,005 | 2026-06-12 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 4,649,445 | $2,014,744,001 | 1.74% | |
| 2. | 1,835,997 | $795,592,576 | 0.98% | |
| 3. | 1,490,242 | $645,766,566 | 0.95% | |
| 4. | 810,989 | $351,425,793 | 4.66% | |
| 5. | 986,841 | $322,718,088 | 0.54% |
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