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LRCX · Technology

LAM RESEARCH CORP

USA Technology Filing: 2025-12-31
Smart-money confidence · 1 of 3 sources firing
Moderate — mixed signals

No standout activity across the feeds we track.

Hedge funds
69
Congress
0
Insiders
50
Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s.  ·  how the score works
Limited info. LAM RESEARCH CORP is not currently in our model portfolio, but 12 tracked investors hold it. We're showing what we know from their latest 13F filings.
Market cap
$391.8B
Industry
Semiconductor Equipment & Materials
Exchange
NasdaqGS
Lam Research Corporation designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe. The company offers ALTUS systems to deposit conformal or selective films for tungsten or molybdenum metallization applications; SABRE electrochemical deposition products for copper interconnect transition that offers copper damascene manufacturing; SPEED gapfill high-density plasma chemical vapor deposition (CVD) products; Striker single-wafer atomic…
12
Investors
1
New positions
5
Increasing
3
Decreasing
3
Unchanged
Price History
Loading price data...
Return: High: Low:
Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Trust weight: 1.1×
New position
% of portfolio
0.0%
Position change
NEW
0.0% of Point72's portfolio
Trust weight: 1.2×
Increased +15%
% of portfolio
1.1%
Position change
+15%
1.1% of Appaloosa Management's portfolio
Trust weight: 1.0×
Increased +39%
% of portfolio
0.5%
Position change
+39%
0.5% of Citadel Advisors's portfolio
Trust weight: 1.0×
Increased +5%
% of portfolio
0.3%
Position change
+5%
0.3% of AQR Capital Management's portfolio
Trust weight: 1.1×
Increased +25%
% of portfolio
0.2%
Position change
+25%
0.2% of Gotham Asset Mgmt's portfolio
Trust weight: 1.0×
Increased +21%
% of portfolio
0.1%
Position change
+21%
0.1% of D.E. Shaw & Co's portfolio
Trust weight: 1.2×
Unchanged
% of portfolio
4.8%
Position change
4.8% of Alkeon Capital Management's portfolio
Trust weight: 1.4×
Unchanged
% of portfolio
4.2%
Position change
4.2% of Coatue Management's portfolio
Trust weight: 1.4×
Decreased −26%
% of portfolio
2.2%
Position change
−26%
2.2% of Tiger Global Management's portfolio
Trust weight: 1.3×
Decreased −12%
% of portfolio
1.9%
Position change
−12%
1.9% of Bridgewater Associates's portfolio
Trust weight: 1.0×
Decreased −34%
% of portfolio
0.1%
Position change
−34%
0.1% of Millennium Management's portfolio
Trust weight: 1.1×
Unchanged
% of portfolio
0.0%
Position change
0.0% of Davis Selected Advisers's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to LAM RESEARCH CORP
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings, delayed up to 135 days. Not a recommendation to buy or sell LAM RESEARCH CORP or any security.

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