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 Q3 2025, a total of 13 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $5.59 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 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 (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Lam Research Corporation (LRCX)
Major holders include Jeremy Grantham ($1.32 B), Chase Coleman ($704.36 M), Cliff Asness ($472.29 M). According to the latest reported data, 13 tracked investment managers collectively hold approximately 24.15 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $540.64 M, with 7 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited LRCX. The total reported sell value was $22.1 M.
Yes, 2 managers opened new positions in LRCX, and 5 increased their existing holdings. The total reported buy value was $562.73 M.
