Lam Research Corporation (LRCX)
What changed in recent filings
- Institutions — 8 new · 1 added · 4 reduced13F · as of end of 2026 Q2
- Risk factors — 1 added · 1 removed · new: We Use Artificial Intelligence in Our Busin…10-K Jun 29, 2025 → Jun 28, 2026 · filed 1 month ago
What changed in recent SEC filings — factual, not a buy/sell recommendation.
Institutions holding Lam Research Corporation
How many of the institutions we track reported holding this stock, quarter by quarter.
2024 Q3: 1 → 2026 Q2: 15 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold Lam Research Corporation
Institutions we track that reported holding this stock in their most recent 13F.
- Appaloosa Management2.15% of portfolio · since 2024 Q4
- Bridgewater Associates1.67% of portfolio · since 2024 Q4
- Tiger Global Management5.72% of portfolio · since 2024 Q4
- Coatue Management8.41% of portfolio · since 2024 Q4
- Moore Capital Management1.00% of portfolio · since 2025 Q4
- Tudor Investment Corp0.03% of portfolio · since 2026 Q1
- Temasek Holdings (Singapore)0.88% of portfolio · since 2026 Q1
- Maverick CapitalNew this quarter0.02% of portfolio · since 2026 Q2
- National Pension Service (Korea)0.94% of portfolio · held as of 2026 Q2 or earlier
- Caisse de depot (Quebec)0.89% of portfolio · held as of 2026 Q2 or earlier
- Blackstone0.30% of portfolio · held as of 2026 Q2 or earlier
- Sands Capital Management1.82% of portfolio · held as of 2026 Q2 or earlier
- Duquesne Family OfficeNew this quarter0.36% of portfolio · since 2026 Q2
- Baillie Gifford & CoNew this quarterunder 0.01% of portfolio · since 2026 Q2
- Capital World Investors0.01% of portfolio · held as of 2026 Q2 or earlier
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
Company overview
A leader in semiconductor etch and deposition equipment, supplying core tools for 3D NAND and advanced foundry processes.
What is the Semiconductors sector?
Fabless, foundry, and equipment. A core beneficiary of AI demand.
Lam Research Corporation is classified under the Semiconductors sector. See peers below.
Lam Research Corporation key financials
Based on SEC filings · as of Jun 28, 2026
Tap a metric name to see its meaning in the glossary.
Lam Research Corporation vs Semiconductors sector benchmark
Median of 32 representative sector stocks · SEC filings · factual comparison (not advice)
A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.
ETFs holding Lam Research Corporation
Per SEC N-PORT · 2026-06-30 · by weight · factual
LRCX on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Semiconductors average
Peers · Semiconductors
LRCX FAQ
What is Lam Research Corporation (LRCX)?
A leader in semiconductor etch and deposition equipment, supplying core tools for 3D NAND and advanced foundry processes.
What sector is Lam Research Corporation in?
Lam Research Corporation is classified under Semiconductors. Fabless, foundry, and equipment. A core beneficiary of AI demand.
What are Lam Research Corporation's key financials?
As of Jun 28, 2026 in SEC filings: Revenue growth (YoY) 26.0%, Operating margin 37.4%, Net margin 31.3%, ROE 58.3%, Debt-to-equity 0.30x. Definitions and interpretation are available on Stocklore.
Where can I analyze Lam Research Corporation (LRCX) stock?
On Stocklore you can see LRCX's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.