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
$420.1B
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
Tudor Investment (Paul Tudor Jones)
New position
Baillie Gifford & Co
New position
Citadel Advisors
Increased +28%
Millennium Management (Englander)
Increased +43%
Coatue Management
Decreased −6%
Tiger Global Management
Decreased −19%
+9 more in the full breakdown below ↓
Congress · 0
No congressional trades on record.
Insiders
Company insiders
Selling
Recent sells52
Congressional trades · 50 on record
Disclosures from 2016-03-24 to 2026-03-27
| Trade date | Member | Chamber | Action | Amount |
|---|---|---|---|---|
| 2026-03-27 | Alan Armstrong · R-OK | Senate | Bought | $1,001 - $15,000 |
| 2026-01-08 | John Boozman · R-AR | Senate | Sold | $1,001 - $15,000 |
| 2025-12-29 | Markwayne Mullin · R-OK | Senate | Bought | $50,001 - $100,000 |
| 2025-08-28 | Sheldon Whitehouse · D-RI | Senate | Sold | $15,001 - $50,000 |
| 2025-05-13 | Markwayne Mullin · R-OK | Senate | Bought | $15,001 - $50,000 |
| 2025-04-16 | John Boozman · R-AR | Senate | Sold | $1,001 - $15,000 |
| 2025-04-08 | Markwayne Mullin · R-OK | Senate | Sold | $50,001 - $100,000 |
| 2025-02-05 | John Boozman · R-AR | Senate | Sold | $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 |
Show the other 40
| Trade date | Member | Chamber | Action | Amount |
|---|---|---|---|---|
| 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 |
| 2023-12-04 | John R. Curtis · R-UT | House | Sold | $1,001 - $15,000 |
| 2023-10-24 | Greg Stanton · D-AZ | House | Sold | $1,001 - $15,000 |
| 2023-09-26 | Greg Stanton · D-AZ | House | Bought | $1,001 - $15,000 |
| 2023-06-21 | John R. Curtis · R-UT | House | Sold | $1,001 - $15,000 |
| 2023-04-28 | Kathy E. Manning · D-NC | House | Bought | $1,001 - $15,000 |
| 2023-02-14 | Josh Gottheimer · D-NJ | House | Bought | $1,001 - $15,000 |
| 2023-02-13 | William R. Keating · D-MA | House | Bought | $1,001 - $15,000 |
| 2023-01-11 | Josh Gottheimer · D-NJ | House | Sold | $1,001 - $15,000 |
| 2022-10-12 | Kathy E. Manning · D-NC | House | Sold | $1,001 - $15,000 |
| 2022-07-27 | Kathy E. Manning · D-NC | House | Bought | $1,001 - $15,000 |
| 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 |
| 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 |
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
2
New positions
2
Increasing
9
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: 1.2×
% of portfolio
0.2%
Position change
NEW
0.2% of Tudor Investment'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
0.3%
Position change
+43%
0.3% of Millennium Management'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
3.8%
Position change
−39%
3.8% 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
0.1%
Position change
−78%
0.1% of D.E. Shaw & Co'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
0 buys and
52 sells
recorded in the last 90 days, but this stock's
per-transaction detail hasn't been fetched yet — only the totals.
⚠ 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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