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 Q4 2025, a total of 15 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $4.87 B.
Top institutional holders include Jeremy Grantham and Chase Coleman.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $36.56 M net outflow during the quarter.
Recent activity highlights Manning & Napier Group who dramatically increased their stake. Conversely, Scott Black reduced exposure by 38.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Lam Research Corporation (LRCX)
Major holders include Jeremy Grantham ($1.6 B), Chase Coleman ($667.68 M), Cliff Asness ($635.02 M). According to the latest reported data, 15 tracked investment managers collectively hold approximately 22.94 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $36.56 M, with 9 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 0 fully exited LRCX. The total reported sell value was $396.17 M.
Yes, 2 managers opened new positions in LRCX, and 7 increased their existing holdings. The total reported buy value was $359.61 M.
