InvestorLens

LRCX — LAM RESEARCH CORP

Information Technology · Semiconductor Equipment

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying LRCX?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
60
Institutional Conviction
Net accumulation · 3 buying vs 2 selling last quarter
60
Macro Tailwind
Macro conditions are mixed for this sector
52
Congressional Activity
1 congressional purchase, 2 sales disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 5 tracked investors who changed their LRCX position last quarter, 3 bought and 2 sold (60% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 52/100 in a Squeeze regime). 1 congressional purchase, 2 sales disclosed in the last 6 months.

Supporting evidence
  • +3 tracked investors added or increased positions last quarter (Philippe Laffont, Chase Coleman, Daniel Loeb)
  • +9 tracked investors reported holding LRCX at their latest filing
Contradicting evidence — always shown
  • −2 tracked investors reduced or exited last quarter (2 reduced, 0 sold out)
  • −Congressional disclosures lean toward selling (2 sales vs 1 purchases, 6 months)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/4/2026.

About LAM RESEARCH CORP (LRCX)

LAM RESEARCH CORP (LRCX) appears in the most recent 13F filings of 9 tracked institutional investors. LAM RESEARCH CORP is classified in the Information Technology sector (Semiconductor Equipment industry). The largest disclosed position is held by Philippe Laffont (Coatue Management), valued at $2.1B. Across recent filings, tracked investors recorded 7 new positions, 1 increased, 3 reduced, and 0 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in LRCX

73
/100
Institutional Accumulation
Added / Increased8
Reduced3
Exited0
BearishBullish
Crowded Trade Score™

How many top investors track LRCX

60
/100
Popular Trade
9investors

This stock has strong institutional presence.

UndiscoveredCrowded
151015+

LRCX Ownership Composition

How LAM RESEARCH CORP is held across tracked investor types, based on reported 13F positions.

Dominant Type
Other
99% of tracked value
Institutions
9
tracked investors
Total Reported
$5.5B
combined 13F value
Sectors2
  • Other98.9%
  • Hedge Funds1.1%
Other(7)
98.9%
Hedge Funds(2)
1.1%

Tracked investors reporting LRCX

  • Philippe LaffontMar 31, 2026
    Coatue Management
    Shares
    10M
    Value
    $2.1B
    % Portfolio
    7.39%
  • Ken GriffinMar 31, 2026
    Citadel Advisors
    Shares
    6.2M
    Value
    $1.3B
    % Portfolio
    0.21%
  • Chase ColemanMar 31, 2026
    Tiger Global Management
    Shares
    3.9M
    Value
    $833.4M
    % Portfolio
    3.65%
  • Izzy EnglanderMar 31, 2026
    Millennium Management
    Shares
    3.2M
    Value
    $674.4M
    % Portfolio
    0.28%
  • Ray DalioMar 31, 2026
    Bridgewater Associates
    Shares
    1.6M
    Value
    $335.7M
    % Portfolio
    1.50%
  • Paul Tudor JonesMar 31, 2026
    Tudor Investment Corp
    Shares
    427.4K
    Value
    $91.3M
    % Portfolio
    0.17%
  • David TepperMar 31, 2026
    Appaloosa Management
    Shares
    382.5K
    Value
    $81.7M
    % Portfolio
    1.38%
  • Steve CohenMar 31, 2026
    Point72 Asset Management
    Shares
    210.9K
    Value
    $45.1M
    % Portfolio
    0.06%
  • Daniel LoebMar 31, 2026
    Third Point LLC
    Shares
    75K
    Value
    $16M
    % Portfolio
    0.77%

Recent activity

Frequently asked questions

How many institutional investors hold LRCX?
9 tracked institutional investors disclosed a position in LRCX (LAM RESEARCH CORP) in their most recent 13F filing.
Who is the largest institutional holder of LRCX?
Philippe Laffont, Coatue Management, holds the largest disclosed position in LRCX, valued at $2.1B.
Did institutional ownership of LRCX increase or decrease?
Across recent 13F filings, tracked investors recorded 7 new positions, 1 increased, 3 reduced, and 0 fully exited LRCX.
What sector is LRCX in?
LAM RESEARCH CORP is classified in the Information Technology GICS sector, Semiconductor Equipment industry.
Where does this LRCX ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.