Guru Ownership Over Time
Guru Analysis for Lam Research Corporation (LRCX)
Lam Research Corporation (LRCX), a key player in the Technology sector, continues to attract institutional attention.
As of Q3 2025, a total of 13 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $3.86 B.
Top institutional holders include Jeremy Grantham and Chase Coleman.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $540.64 M net inflow during the quarter.
Recent activity highlights Joel Greenblatt who increased their stake by 251.2%. Conversely, Scott Black reduced exposure by 24.9%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 3.71% | Add 1.6% | 9,834,011 | $1.32 B | Q3 2025 | |
| 2.18% | 5,260,328 | $704.36 M | Q3 2025 | ||
| 0.30% | Add 138.6% | 3,541,230 | $472.29 M | Q3 2025 | |
| 1.82% | Add 111.4% | 3,463,980 | $463.83 M | Q3 2025 | |
| 0.02% | Reduce -12.6% | 392,792 | $52.6 M | Q3 2025 | |
| 0.67% | Reduce -7.5% | 370,000 | $49.54 M | Q3 2025 | |
| 0.14% | Add 251.2% | 237,177 | $31.76 M | Q3 2025 | |
| 0.03% | Add 0.7% | 16,560 | $2.22 M | Q3 2025 | |
| 0.01% | Reduce -2.5% | 14,665 | $1.96 M | Q3 2025 | |
| 1.55% | Reduce -24.9% | 12,513 | $1.68 M | Q3 2025 | |
| 0.01% | 12,280 | $1.64 M | Q3 2025 | ||
| 0.00% | New Buy | 2,200 | $294,580 | Q3 2025 | |
| 0.00% | New Buy | 480 | $64,272 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Lam Research Corporation (LRCX)
Top Guru holders include Jeremy Grantham ($1.32 B), Chase Coleman ($704.36 M), Cliff Asness ($472.29 M). Collectively, tracked Gurus hold 23.16 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $540.64 M, with 7 Gurus buying and 5 Gurus selling.
In the recent quarter, 4 Gurus reduced their positions, and 1 Gurus sold out of LRCX completely. Total sell value was $22.1 M.
Yes, 2 Gurus opened new positions in LRCX, and 5 added to their existing holdings. Total buy value was $562.73 M.