Lam Research Corporation (LRCX)

Semiconductors · US stock

What changed in recent filings

Institutions — 1 added · 1 reduced13F · 2026 Q1 · 45-day lag

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 this stock among their largest positions, quarter by quarter.

2024 Q4: 1 → 2026 Q1: 3 institutions

Counts the 35 institutions we track that reported this stock among their largest positions (top 15 per filing). Not the total number of institutional holders. Quarter-end basis; 13F filings become public about 45 days later. Descriptive only — not investment advice.

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.

ETFs holding Lam Research Corporation

Per SEC N-PORT · 2026-03-31 · by weight · factual

SMHVanEck Semiconductor ETF

4.60%

SOXXiShares Semiconductor ETF

3.90%

XLKState Street(R) Technology Select Sector SPDR(R) ETF

2.38%

QQQMInvesco NASDAQ 100 ETF

1.58%

QQQInvesco QQQ Trust, Series 1

1.51%

JEPIJPMorgan Equity Premium Income ETF

0.60%

VOOVANGUARD 500 INDEX FUND

0.48%

SPY

0.48%

IVViShares Core S&P 500 ETF

0.48%

VTIVANGUARD TOTAL STOCK MARKET INDEX FUND

0.43%

ITOTiShares Core S&P Total U.S. Stock Market ETF

0.42%

RSPInvesco S&P 500 Equal Weight ETF

0.27%

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 vs the Semiconductors average

See full LRCX analysis →

Peers · Semiconductors

NVDA NVIDIA Corporation AMD Advanced Micro Devices, Inc.AVGO Broadcom Inc.QCOM Qualcomm Incorporated INTC Intel Corporation MU Micron Technology AMAT Applied Materials, Inc.KLAC KLA Corporation ASML ASML Holding N.V.TSM Taiwan Semiconductor Manufacturing TXN Texas Instruments ADI Analog Devices, Inc.

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.

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, 45-day delay), 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.