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Lam Research Corporation

Held by 3 top hedge funds (9.1% of tracked funds)

Live Price
24h Change
Mega Funds Holding
3/ 33 funds

Coverage: 9.1%

Avg Portfolio Weight
5.3%

Top: Coatue Management (8.4%)

Wall St Sentiment
0%Bullish
+0/3/-0
Total Tracked Shares
13.5Mshares

Based on SEC 13F filings

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4P Grade
S 级(88分)
RS Rating
66/ 99
Pattern Setup
Base Setup
Pivot Benchmark
$352.56Support: $326.12

📌 Business Moat Summary: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, which support copper damascene manufacturing; Striker single-wafer atomic layer deposition products for dielectric film solutions; and VECTOR plasma-enhanced chemical vapor deposition (CVD) products. It also provides Akara, a conductor etch system designed to enhance etch precision, selectivity, and defect control; Argos, Prevos, and Selis, which are selective etch systems used in the fabrication of advanced logic and memory devices that require precise control at nanoscale dimensions; Flex for dielectric etch applications; Vantex, a dielectric etch system that provides RF technology and repeatable wafer-to-wafer performance enabled by Equipment Intelligence solutions; Kiyo for conductor etch applications; Syndion for deep silicon etch; and Versys metal products for metal etch processes. In addition, the company offers Coronus bevel clean products to enhance die yield and Da Vinci, DV-Prime, EOS, and SP series products to address various wafer cleaning applications. Further, it provides Reliant deposition, etch, and clean products; Sense.i platform products; and customer service, spares, and upgrades. Lam Research Corporation was incorporated in 1980 and is headquartered in Fremont, California.

📈8-Quarter Institutional Ownership Evolution

Historical trajectory of institutional holders and allocation weight across the last 8 quarters

Select Quarter:
5.3% 均仓
3 f2026 Q2
5.1% 均仓
3 f2026 Q1
4.8% 均仓
3 f2025 Q4
6.3% 均仓
3 f2025 Q3
5% 均仓
3 f2025 Q2
3.4% 均仓
3 f2025 Q1
6.5% 均仓
3 f2024 Q4
10.7% 均仓
3 f2024 Q3
2026 Q2|Report Date: 2026-06-30
Holding Funds: 3 家Total Shares: 13.5MAvg Weight: 5.3%

🏛️Institutional Investors Holding this Stock

Examine each hedge fund holding this ticker, weight, shares, and recent action

Sort by:
Manager / FundFund AUMWeightShares HeldActionAction
Manager:Philippe Laffont
$48.6B
8.4%
9.4MHOLDView Full 13F →
Manager:Chase Coleman
$24.0B
5.7%
3.2MHOLDView Full 13F →
Manager:Ray Dalio
$24.4B
1.7%
938.2KHOLDView Full 13F →
🎯

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Who Owns LRCX? Top Hedge Funds Holding Lam Research Corporation & 13F Analysis 2026 | WhaleTracker