Stock thesis

Lam Research Corp.

Start with the strongest observed signals, the evidence that could challenge them, and the next source-backed checks.

Lam Research supplies wafer-fabrication equipment and services used in semiconductor manufacturing.

Neutral synthesis

Research orientation

Observed facts, not a rating

Why this name is here

9 tracked funds report LRCX in their latest available 13F, representing $3.7B of combined reported value on this page.

Counter-evidence

3 tracked funds report a decreased or absent position in the latest comparable filing. Check the size and timing before interpreting the change.

13F positions are delayed and exclude short positions and many non-US assets.
Financial, insider, earnings, or volatility evidence may be missing or point in another direction.

Continue the work

Rows are narrowed by movement, fund type, and position size.

9 holders

Fund	Move	Read	Value	Weight
Whale Rock Capital Management position history Q1 2026 · filed May 15, 2026 · SEC filing	NEW	new reported position	$204,660,000	2.64%
Tudor Investment Corp position history Q1 2026 · filed May 15, 2026 · SEC filing	NEW	new reported position	$40,291,789	0.22%
Third Point position history Q1 2026 · filed May 15, 2026 · SEC filing	NEW	new reported position	$16,024,500	0.77%
Thrive Capital position history Q1 2026 · filed May 14, 2026 · SEC filing 1 SEC filing 2	NEW	new reported position	$236,380	0.03%

SEC fundamentals

Companyfacts

SEC Forms 4/5

Reported trades

Official-source analysis

We publish a cited report after an eligible official earnings filing is accepted and passes validation.

Options market

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