Guru Ownership Trend
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 Q1 2026, a total of 18 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $6.73 B.
Top institutional holders include Jeremy Grantham and Chase Coleman.
Institutional sentiment is currently Bearish. This is evidenced by a $952.69 M net outflow during the quarter.
Recent activity highlights Frank Sands who opened a new position. Conversely, Renaissance Technologies (RenTech) reduced exposure by 99.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Lam Research Corporation (LRCX)
Major holders include Jeremy Grantham ($1.48 B), Chase Coleman ($833.37 M), Cliff Asness ($724.31 M). According to the latest reported data, 18 tracked investment managers collectively hold approximately 18.35 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $952.69 M, with 6 managers increasing positions and 12 managers reducing holdings.
During the most recent reporting period, 11 managers trimmed their positions, while 1 fully exited LRCX. The total reported sell value was $1.17 B.
Yes, 4 managers opened new positions in LRCX, and 2 increased their existing holdings. The total reported buy value was $219.76 M.
