LRCX · Technology
Lam Research Corp
56/100
Smart-money confidence1 of 3 sources positive
Above average interest
company insiders are selling
What this band has actually done: stocks scoring 45–65 beat the S&P 500 over the next three months 46.4% of the time, across 11,720 cases since 2015. That is below a coin flip — and so is every other band, because the median stock loses to a cap-weighted index. How we measured this
Hedge funds
90
Congress
No data
Insiders
0
Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s. ·
how the score works
Market cap
$405.3B
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, which support copper damascene manufacturing; Striker single-wafer atomic layer deposition products for dielectric film solutions; and VECTOR…
Who's behind the signal
Every informed buyer we can see on LRCX, across all three feeds.
Hedge funds · 18
Altimeter Capital (Gerstner)
New position
Duquesne Family Office (Druckenmiller)
New position
Maverick Capital (Ainslie)
New position
Baillie Gifford & Co
New position
Citadel Advisors
Increased +28%
Renaissance Technologies
Increased +828%
+12 more in the full breakdown below ↓
Congress · 18
Sheldon Whitehouse
sold
David J. Taylor
sold
Alan Armstrong
bought
Cleo Fields
bought
John Boozman
sold
Markwayne Mullin
bought
Val T. Hoyle
sold
Jonathan L. Jackson
sold
+10 more in the full record below ↓
Insiders
Company insiders
Selling
Recent sells9
Congressional trades · 50 on record
Disclosures from 2024-01-02 to 2026-08-13
| Trade date | Member | Chamber | Action | Amount |
|---|---|---|---|---|
| 2026-08-13 | Sheldon Whitehouse · D-RI | Senate | Sold | $1,001 - $15,000 |
| 2026-06-05 | David J. Taylor · R-OH | House | Sold | $1,001 - $15,000 |
| 2026-04-27 | David J. Taylor · R-OH | House | Sold | $1,001 - $15,000 |
| 2026-03-27 | Alan Armstrong · R-OK | Senate | Bought | $1,001 - $15,000 |
| 2026-03-12 | David J. Taylor · R-OH | House | Bought | $1,001 - $15,000 |
| 2026-02-26 | David J. Taylor · R-OH | House | Sold | $1,001 - $15,000 |
| 2026-02-03 | Cleo Fields · D-LA | House | Bought | $15,001 - $50,000 |
| 2026-01-16 | David J. Taylor · R-OH | House | Sold | $1,001 - $15,000 |
| 2026-01-08 | David J. Taylor · R-OH | House | Sold | $15,001 - $50,000 |
| 2026-01-08 | John Boozman · R-AR | Senate | Sold | $1,001 - $15,000 |
Show the other 40
| Trade date | Member | Chamber | Action | Amount |
|---|---|---|---|---|
| 2025-12-29 | Markwayne Mullin · R-OK | Senate | Bought | $50,001 - $100,000 |
| 2025-09-23 | Val T. Hoyle · D-OR | House | Sold | $1,001 - $15,000 |
| 2025-09-22 | David J. Taylor · R-OH | House | Sold | $1,001 - $15,000 |
| 2025-09-03 | Jonathan L. Jackson · D-IL | House | Sold | $1,001 - $15,000 |
| 2025-08-28 | Sheldon Whitehouse · D-RI | Senate | Sold | $15,001 - $50,000 |
| 2025-08-13 | Jonathan L. Jackson · D-IL | House | Bought | $1,001 - $15,000 |
| 2025-08-07 | Byron Donalds · R-FL | House | Bought | $1,001 - $15,000 |
| 2025-07-18 | David J. Taylor · R-OH | House | Sold | $1,001 - $15,000 |
| 2025-05-13 | Markwayne Mullin · R-OK | Senate | Bought | $15,001 - $50,000 |
| 2025-05-12 | Jefferson Shreve · R-IN | House | Sold | $15,001 - $50,000 |
| 2025-04-16 | John Boozman · R-AR | Senate | Sold | $1,001 - $15,000 |
| 2025-04-08 | Robert P. Bresnahan, Jr. · R-PA | House | Sold | $1,001 - $15,000 |
| 2025-04-08 | Markwayne Mullin · R-OK | Senate | Sold | $50,001 - $100,000 |
| 2025-04-07 | Jefferson Shreve · R-IN | House | Sold | $15,001 - $50,000 |
| 2025-04-07 | Julie Johnson · D-TX | House | Sold | $1,001 - $15,000 |
| 2025-04-04 | Marjorie Taylor Greene · R-GA | House | Bought | $1,001 - $15,000 |
| 2025-03-31 | Jefferson Shreve · R-IN | House | Bought | $50,001 - $100,000 |
| 2025-03-05 | Jefferson Shreve · R-IN | House | Sold | $50,001 - $100,000 |
| 2025-02-05 | John Boozman · R-AR | Senate | Sold | $1,001 - $15,000 |
| 2025-02-04 | Val T. Hoyle · D-OR | House | Sold | $1,001 - $15,000 |
| 2025-01-28 | Gilbert Ray Cisneros, Jr. · D-CA | House | Sold | $15,001 - $50,000 |
| 2025-01-24 | William R. Keating · D-MA | House | Sold | $1,001 - $15,000 |
| 2025-01-16 | Robert P. Bresnahan, Jr. · R-PA | House | Bought | $1,001 - $15,000 |
| 2024-12-19 | Sheldon Whitehouse · D-RI | Senate | Sold | $15,001 - $50,000 |
| 2024-11-25 | Marjorie Taylor Greene · R-GA | House | Bought | $1,001 - $15,000 |
| 2024-10-29 | Val T. Hoyle · D-OR | House | Bought | $1,001 - $15,000 |
| 2024-10-22 | Josh Gottheimer · D-NJ | House | Sold | $1,001 - $15,000 |
| 2024-10-17 | Josh Gottheimer · D-NJ | House | Sold | $1,001 - $15,000 |
| 2024-10-04 | Marjorie Taylor Greene · R-GA | House | Bought | $1,001 - $15,000 |
| 2024-09-23 | Josh Gottheimer · D-NJ | House | Sold | $1,001 - $15,000 |
| 2024-09-20 | Marjorie Taylor Greene · R-GA | House | Bought | $1,001 - $15,000 |
| 2024-09-04 | John James · R-MI | House | Sold | $1,001 - $15,000 |
| 2024-08-26 | Jonathan L. Jackson · D-IL | House | Sold | $15,001 - $50,000 |
| 2024-07-30 | John James · R-MI | House | Sold | $1,001 - $15,000 |
| 2024-07-02 | Kathy E. Manning · D-NC | House | Bought | $1,001 - $15,000 |
| 2024-01-25 | Josh Gottheimer · D-NJ | House | Bought | $1,001 - $15,000 |
| 2024-01-23 | Kathy E. Manning · D-NC | House | Sold | $1,001 - $15,000 |
| 2024-01-23 | Kathy E. Manning · D-NC | House | Sold | $15,001 - $50,000 |
| 2024-01-19 | Jonathan L. Jackson · D-IL | House | Bought | $15,001 - $50,000 |
| 2024-01-02 | Markwayne Mullin · R-OK | Senate | Bought | $15,001 - $50,000 |
Not a model pick — but on our radar.
LAM RESEARCH CORP isn't in the top-10 model right now, but 18 tracked investors hold it. Everything below is real signal from public filings — treat this as a watch candidate, not a conviction call.
18
Investors
4
New positions
2
Increasing
9
Decreasing
3
Unchanged
Price History
Loading price data...
A member of Congress bought
A member sold
Return:
High:
Low:
Markers sit on the transaction date the member disclosed, snapped to the nearest close on the chart. They are not the date the public found out — that came later, and the gap is its own page. Every marker is listed by name in the table above.
Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Trust weight: 1.3×
% of portfolio
1.7%
Position change
NEW
1.7% of Altimeter Capital's portfolio
Trust weight: 1.6×
% of portfolio
0.4%
Position change
NEW
0.4% of Duquesne Family Office's portfolio
Trust weight: 1.2×
% of portfolio
0.0%
Position change
NEW
0.0% of Maverick Capital's portfolio
Trust weight: 1.4×
% of portfolio
0.0%
Position change
NEW
0.0% of Baillie Gifford & Co's portfolio
Trust weight: 1.0×
% of portfolio
0.4%
Position change
+28%
0.4% of Citadel Advisors's portfolio
Trust weight: 1.0×
% of portfolio
0.0%
Position change
+828%
0.0% of Renaissance Technologies's portfolio
Trust weight: 1.4×
% of portfolio
8.4%
Position change
−6%
8.4% of Coatue Management's portfolio
Trust weight: 1.4×
% of portfolio
5.7%
Position change
−19%
5.7% of Tiger Global Management's portfolio
Trust weight: 1.2×
% of portfolio
5.1%
Position change
−22%
5.1% of Alkeon Capital Management's portfolio
Trust weight: 1.3×
% of portfolio
2.6%
Position change
−22%
2.6% of Whale Rock Capital's portfolio
Trust weight: 1.2×
% of portfolio
2.2%
Position change
—
2.2% of Appaloosa Management's portfolio
Trust weight: 1.3×
% of portfolio
1.7%
Position change
−40%
1.7% of Bridgewater Associates's portfolio
Trust weight: 1.0×
% of portfolio
0.5%
Position change
—
0.5% of AQR Capital Management's portfolio
Trust weight: 1.1×
% of portfolio
0.3%
Position change
−7%
0.3% of Gotham Asset Mgmt's portfolio
Trust weight: 1.0×
% of portfolio
0.2%
Position change
−56%
0.2% of Millennium Management's portfolio
Trust weight: 1.2×
% of portfolio
0.1%
Position change
−76%
0.1% of Tudor Investment's portfolio
Trust weight: 1.0×
% of portfolio
0.1%
Position change
−78%
0.1% of D.E. Shaw & Co's portfolio
Trust weight: 1.1×
% of portfolio
0.0%
Position change
—
0.0% of Davis Selected Advisers's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to LAM RESEARCH CORP
Insider Trading (Form 4)
Recent trades by company officers and directors — filed within 2 days of each trade
Bearish
Sentiment
0
Buys
9
Sells
| Date | Insider | Title | Action | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 2026-09-09 | Mayer Bethany | Insider | SELL | 9,557 | $314.74 | $3,007,970 |
| 2026-09-09 | ARCHER TIMOTHY | Insider | SELL | 30,000 | $319.26 | $9,577,800 |
| 2026-09-02 | Varadarajan Seshasayee | Insider | SELL | 27,480 | $291.32 | $8,005,474 |
| 2026-09-02 | Varadarajan Seshasayee | Insider | SELL | 12,270 | $291.32 | $3,574,496 |
| 2026-09-02 | Varadarajan Seshasayee | Insider | SELL | 20,000 | $291.32 | $5,826,400 |
| 2026-08-31 | Harter Ava | Insider | SELL | 5,000 | $302.46 | $1,512,300 |
| 2026-08-06 | ARCHER TIMOTHY | Insider | SELL | 30,000 | $300.00 | $9,000,000 |
| 2026-07-13 | TALWALKAR ABHIJIT Y | Insider | SELL | 18,282 | $335.00 | $6,124,470 |
| 2026-07-02 | ARCHER TIMOTHY | Insider | SELL | 30,000 | $390.01 | $11,700,300 |
⚠ 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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