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Lam Research Corporation

LRCX Technology
$161.01 +$0.34 (0.21%)
Market Cap: $202.23 B
Gurus Holding
12
Popularity Rank
#156
% of Shares Held
1.41%
Net Activity (2025 Q2)
+$20.6 M

Guru Ownership Over Time

Portfolio Manager % of portfolio Activity Shares Value Peroid
Jeremy Grantham Jeremy Grantham
2.83% Add 12.6% 9,677,640 $942.02 M 2025 Q2
Chase Coleman Chase Coleman
1.50% Add 18.9% 5,260,328 $512.04 M 2025 Q2
Ray Dalio Ray Dalio
0.64% Reduce -16.4% 1,638,780 $159.52 M 2025 Q2
Ken Fisher Ken Fisher
0.02% Reduce -51.1% 449,510 $43.76 M 2025 Q2
David Tepper David Tepper
0.60% Reduce -20.0% 400,000 $38.94 M 2025 Q2
Louis Moore Bacon Louis Moore Bacon
0.12% New Buy 101,500 $9.88 M 2025 Q2
Joel Greenblatt Joel Greenblatt
0.04% Reduce -24.3% 67,530 $6.57 M 2025 Q2
Scott Black Scott Black
1.55% Reduce -24.9% 12,513 $1.68 M 2025 Q3
Lee Ainslie Lee Ainslie
0.02% Reduce -97.6% 16,438 $1.6 M 2025 Q2
Jefferies Group Jefferies Group
0.01% Add 164.3% 15,033 $1.46 M 2025 Q2
Chris Davis Chris Davis
0.01% 12,280 $1.2 M 2025 Q2
Manning & Napier Group, LLC Manning & Napier Group, LLC
0.00% New Buy 480 $64,272 2025 Q3
Showing 1 to 12 of 12 entries

Key Holders

Top 5 by Value

Jeremy Grantham Jeremy Grantham
$942.02 M
Chase Coleman Chase Coleman
$512.04 M
Ray Dalio Ray Dalio
$159.52 M
Ken Fisher Ken Fisher
$43.76 M
David Tepper David Tepper
$38.94 M

Top 5 by Conviction

Jeremy Grantham Jeremy Grantham
2.83%
Scott Black Scott Black
1.55%
Chase Coleman Chase Coleman
1.50%
Ray Dalio Ray Dalio
0.64%
David Tepper David Tepper
0.60%

Recent Activity Breakdown(2025 Q2)

+$197.68 M
Total Buy Value
New Buys: 1
Additions: 3
-$177.08 M
Total Sell Value
Reductions: 6
Sold Out: 1

Guru Consensus (2025 Q2)

Based on recent guru activity
Net Sellers
7
Net Buyers
4