LRCX · Technology
Lam Research Corp
54/100
Smart-money confidence1 of 3 sources positive
Moderate — mixed signals
company insiders are selling
Hedge funds
88
Congress
No data
Insiders
0
Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s. ·
how the score works
Market cap
$389.6B
Industry
Semiconductor Equipment & Materials
Sector
Technology
Exchange
NasdaqGS
About LAM RESEARCH CORP
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…
Who's behind the signal
Every informed buyer we can see on LRCX, across all three feeds.
Hedge funds · 15
Whale Rock Capital
New position
Third Point (Loeb)
New position
Tudor Investment (Paul Tudor Jones)
New position
Coatue Management
Increased +2%
Millennium Management (Englander)
Increased +43%
D.E. Shaw & Co
Increased +44%
+9 more in the full breakdown below ↓
Congress · 0
No congressional trades on record.
Insiders
Company insiders
Selling
Recent sells52
Congressional trades · 17 on record
Disclosures from 2015-12-22 to 2022-01-26
The newest disclosure we hold for this stock is 2022-01-26.
That is the end of our data, not necessarily the end of the trading — our
bulk STOCK Act archive stops there and newer filings arrive through a
separate live feed. Treat the absence of recent rows as “not covered”,
not as “no trades”.
| Trade date | Member | Chamber | Action | Amount |
|---|---|---|---|---|
| 2022-01-26 | Josh Gottheimer · D-NJ | House | Sold | $1,001 - $15,000 |
| 2021-11-08 | Josh Gottheimer · D-NJ | House | Sold | $1,001 - $15,000 |
| 2021-10-29 | Josh Gottheimer · D-NJ | House | Sold | $1,001 - $15,000 |
| 2021-04-30 | Kathy E. Manning · D-NC | House | Bought | $15,001 - $50,000 |
| 2021-04-27 | Deborah K. Ross · D-NC | House | Bought | $15,001 - $50,000 |
| 2021-03-31 | Josh Gottheimer · D-NJ | House | Sold | $1,001 - $15,000 |
| 2021-03-17 | William R. Keating · D-MA | House | Bought | $1,001 - $15,000 |
| 2020-11-19 | Kenny Marchant · R-TX | House | Bought | $15,001 - $50,000 |
| 2020-03-27 | John R. Curtis · R-UT | House | Bought | $1,001 - $15,000 |
| 2020-02-28 | Josh Gottheimer · D-NJ | House | Bought | $1,001 - $15,000 |
Show the other 7
| Trade date | Member | Chamber | Action | Amount |
|---|---|---|---|---|
| 2018-10-25 | Sheldon Whitehouse · D-RI | Senate | Bought | $1,001 - $15,000 |
| 2018-08-28 | Sheldon Whitehouse · D-RI | Senate | Bought | $1,001 - $15,000 |
| 2018-06-06 | Sheldon Whitehouse · D-RI | Senate | Bought | $1,001 - $15,000 |
| 2017-05-16 | Sheldon Whitehouse · D-RI | Senate | Bought | $1,001 - $15,000 |
| 2016-04-26 | Sheldon Whitehouse · D-RI | Senate | Bought | $1,001 - $15,000 |
| 2016-03-24 | Sheldon Whitehouse · D-RI | Senate | Bought | $1,001 - $15,000 |
| 2015-12-22 | Sheldon Whitehouse · D-RI | Senate | Bought | $1,001 - $15,000 |
Not a model pick — but on our radar.
LAM RESEARCH CORP isn't in the top-10 model right now, but 15 tracked investors hold it. Everything below is real signal from public filings — treat this as a watch candidate, not a conviction call.
15
Investors
3
New positions
3
Increasing
7
Decreasing
2
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: 1.3×
% of portfolio
2.6%
Position change
NEW
2.6% of Whale Rock Capital's portfolio
Trust weight: 1.2×
% of portfolio
0.8%
Position change
NEW
0.8% of Third Point's portfolio
Trust weight: 1.2×
% of portfolio
0.2%
Position change
NEW
0.2% of Tudor Investment's portfolio
Trust weight: 1.4×
% of portfolio
7.4%
Position change
+2%
7.4% of Coatue Management's portfolio
Trust weight: 1.0×
% of portfolio
0.3%
Position change
+43%
0.3% of Millennium Management's portfolio
Trust weight: 1.0×
% of portfolio
0.2%
Position change
+44%
0.2% of D.E. Shaw & Co's portfolio
Trust weight: 1.2×
% of portfolio
3.8%
Position change
−39%
3.8% of Alkeon Capital Management's portfolio
Trust weight: 1.4×
% of portfolio
3.6%
Position change
—
3.6% of Tiger Global Management's portfolio
Trust weight: 1.3×
% of portfolio
1.5%
Position change
−48%
1.5% of Bridgewater Associates's portfolio
Trust weight: 1.2×
% of portfolio
1.4%
Position change
−10%
1.4% of Appaloosa Management's portfolio
Trust weight: 1.0×
% of portfolio
0.3%
Position change
−7%
0.3% of AQR Capital Management's portfolio
Trust weight: 1.1×
% of portfolio
0.2%
Position change
—
0.2% of Gotham Asset Mgmt's portfolio
Trust weight: 1.0×
% of portfolio
0.2%
Position change
−74%
0.2% of Citadel Advisors's portfolio
Trust weight: 1.1×
% of portfolio
0.0%
Position change
−69%
0.0% of Point72's portfolio
Trust weight: 1.1×
% of portfolio
0.0%
Position change
−77%
0.0% of Davis Selected Advisers's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to LAM RESEARCH CORP
No insider trades found in the last 90 days
⚠ 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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