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LRCX
LAM RESEARCH CORPORATIONInformation TechnologySemiconductor Materials & EquipmentLatest close $33112 of 27 marquee funds currently hold2 CUSIPs mapped
Current holders
12
27 funds tracked
Ever held
18
Current + past
New this quarter
1
Exited this quarter
1
Marquee-fund ownership over time
Aug 13, 2013May 15, 2018May 13, 2022May 15, 2026
Now
12
This quarter's activity
New positions opened
Positions exited
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q3 2013 | 52Q | $0.00 | — | — |
| Coatue Management re-entered | Q2 2018 | 33Q | $0.00 | $331 | — |
| Appaloosa re-entered | Q2 2018 | 33Q | $0.00 | — | — |
| Tiger Global re-entered | Q2 2023 | 12Q | $0.00 | — | — |
| Renaissance Technologies re-entered | Q3 2024(8Q snapshot) | 7Q | $0.00 | — | — |
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $0.00 | — | — |
| Two Sigma Investments re-entered | Q3 2024(8Q snapshot) | 7Q | $0.00 | — | — |
| D.E. Shaw re-entered | Q3 2024(8Q snapshot) | 7Q | $0.00 | $331 | — |
| AQR Capital Management re-entered | Q3 2024(8Q snapshot) | 7Q | $0.00 | $331 | — |
| Millennium Management re-entered | Q3 2024(8Q snapshot) | 7Q | $0.00 | $331 | — |
| Point72 Asset Management | Q1 2026(8Q snapshot) | 1Q | $235 | $331 | +41% |
| Third Point | Q2 2026 | 1Q | $285 | $331 | +16% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Maverick Capital 4× in & out | Q1 2025 | Q2 2026 | → $285 | +248% |
| D1 Capital Partners 2× in & out | Q1 2025 | Q3 2025 | → $107 | +30% |
| Viking Global Investors 2× in & out | Q3 2022 | Q4 2022 | — | +0% |
| JANA Partners | Q2 2018 | Q4 2018 | — | +0% |
| Duquesne Family Office | Q4 2016 | Q1 2017 | — | +0% |
| Greenlight Capital | Q2 2014 | Q4 2015 | — | +0% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at LAM RESEARCH CORP. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
Filings · last 30d
2
Filings · last 90d
6
Total on file
590
Recent SEC buffer
Most recent
Jun 2, 2026
30d / 90d windows measured from Jun 2, 2026 — the most recent Form 4 on file — not from today.
- Form 40001966598-26-000004Jun 2, 2026
- Form 40000707549-26-000024May 4, 2026
- Form 40001642415-26-000008Apr 28, 2026
- Form 40001316065-26-000005Mar 11, 2026
- Form 40001469469-26-000007Mar 5, 2026
- Form 40001642415-26-000006Mar 5, 2026
- Form 40001469469-26-000005Mar 3, 2026
- Form 40001642415-26-000004Mar 3, 2026
- Form 40001469469-26-000004Mar 2, 2026
- Form 40001707827-26-000004Mar 2, 2026
- Form 40001707826-26-000004Mar 2, 2026
- Form 40001642415-26-000002Mar 2, 2026
- Form 40000707549-26-000016Mar 2, 2026
- Form 40001343600-26-000007Mar 2, 2026
- Form 40001343531-26-000005Mar 2, 2026
Showing 15 of 590 recent Form 4 filings. Browse all on EDGAR ↗
Fundamentals
XBRL · LAM RESEARCH CORPORATIONAnnual figures sourced directly from LAM RESEARCH CORPORATION's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Revenue
$18.44B
FY2025+24% YoY
Net income
$5.36B
FY2025+40% YoY
EPS (diluted)
$4.15
FY2025+43% YoY
Free cash flow(?)
$6.17B
FY2025+33% YoY
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for LAM RESEARCH CORP — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 10-QQuarterly reportApr 23, 2026
- 8-KMaterial eventApr 22, 2026
- 8-K/AMaterial event (amended)Feb 4, 2026
- 8-KMaterial eventFeb 3, 2026
- 10-QQuarterly reportJan 29, 2026
- 8-KMaterial eventJan 28, 2026
- 8-KMaterial eventNov 6, 2025
- 10-QQuarterly reportOct 24, 2025
- 8-KMaterial eventOct 22, 2025
- DEF 14AProxy statementSep 24, 2025
- 8-KMaterial eventSep 11, 2025
- 10-KAnnual reportAug 11, 2025
- 8-KMaterial eventJul 30, 2025
- 8-KMaterial eventMay 21, 2025
- 10-QQuarterly reportApr 25, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Third Point | Q2 2026 | open | $285 | $331 | +16% |
| Point72 Asset Management | Q1 2026 | open | $235 | $278 | +18% |
| Renaissance Technologies | Q4 2025 | open | $153 | $278 | +82% |
| Tiger Global | Q1 2025 | open | $82 | $331 | +304% |
| Citadel Advisors | Q1 2025 | open | $82 | $278 | +239% |
| Two Sigma Investments | Q1 2025 | open | $82 | $278 | +239% |
| Coatue Management | Q1 2025 | open | $82 | $331 | +304% |
| D1 Capital Partners | Q1 2025 | Q3 2025 | $82 | $107 | +30% |
| D.E. Shaw | Q1 2025 | open | $82 | $278 | +239% |
| AQR Capital Management | Q1 2025 | open | $82 | $278 | +239% |
| Millennium Management | Q1 2025 | open | $82 | $278 | +239% |
| Maverick Capital | Q1 2025 | Q2 2026 | $82 | $285 | +248% |
| Renaissance Technologies | Q1 2025 | Q2 2025 | $82 | $84 | +2% |
| Bridgewater Associates | Q1 2025 | open | $82 | $331 | +301% |
| Appaloosa | Q1 2025 | open | $83 | $278 | +235% |
| Citadel Advisors | Q3 2024 | Q1 2025 | $0.00 | — | +0% |
| Two Sigma Investments | Q3 2024 | Q1 2025 | $0.00 | — | +0% |
| D.E. Shaw | Q3 2024 | Q4 2024 | $0.00 | — | +0% |
| AQR Capital Management | Q3 2024 | Q1 2025 | $0.00 | — | +0% |
| Millennium Management | Q3 2024 | Q1 2025 | $0.00 | — | +0% |
| Renaissance Technologies | Q3 2024 | Q1 2025 | $0.00 | — | +0% |
| Appaloosa | Q3 2023 | Q1 2025 | $0.00 | — | +0% |
| Tiger Global | Q2 2023 | Q1 2025 | $0.00 | — | +0% |
| Coatue Management | Q4 2022 | Q1 2025 | $0.00 | — | +0% |
| Viking Global Investors | Q3 2022 | Q4 2022 | $0.00 | — | +0% |
| Bridgewater Associates | Q2 2022 | Q1 2025 | $0.00 | — | +0% |
| Bridgewater Associates | Q3 2021 | Q4 2021 | $0.00 | — | +0% |
| Coatue Management | Q3 2021 | Q2 2022 | $0.00 | — | +0% |
| Bridgewater Associates | Q3 2020 | Q2 2021 | $0.00 | — | +0% |
| Coatue Management | Q2 2020 | Q2 2021 | $0.00 | — | +0% |
| Bridgewater Associates | Q1 2020 | Q2 2020 | $0.00 | — | +0% |
| Bridgewater Associates | Q3 2019 | Q4 2019 | $0.00 | — | +0% |
| D1 Capital Partners | Q1 2019 | Q3 2019 | $0.00 | — | +0% |
| Bridgewater Associates | Q4 2018 | Q2 2019 | $0.00 | — | +0% |
| Appaloosa | Q2 2018 | Q1 2019 | $0.00 | — | +0% |
| JANA Partners | Q2 2018 | Q4 2018 | $0.00 | — | +0% |
| Coatue Management | Q2 2018 | Q3 2018 | $0.00 | — | +0% |
| Bridgewater Associates | Q4 2017 | Q1 2018 | $0.00 | — | +0% |
| Duquesne Family Office | Q4 2016 | Q1 2017 | $0.00 | — | +0% |
| Maverick Capital | Q2 2016 | Q1 2025 | $0.00 | — | +0% |
| Maverick Capital | Q2 2015 | Q4 2015 | $0.00 | — | +0% |
| Viking Global Investors | Q1 2015 | Q2 2015 | $0.00 | — | +0% |
| Bridgewater Associates | Q1 2015 | Q1 2017 | $0.00 | — | +0% |
| Greenlight Capital | Q2 2014 | Q4 2015 | $0.00 | — | +0% |
| Maverick Capital | Q3 2013 | Q4 2013 | $0.00 | — | +0% |
| Bridgewater Associates | Q3 2013 | Q4 2014 | $0.00 | — | +0% |
Caveats
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.