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% |
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