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 Q2 2026, a total of 20 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $4.76 B.
Top institutional holders include Jeremy Grantham and Cliff Asness.
Notably, Chase Coleman has expressed high conviction in this stock, allocating 5.72% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $1.01 B net outflow during the quarter.
Recent activity highlights Jefferies Group who dramatically increased their stake. Conversely, Paul Tudor Jones reduced exposure by 76.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Lam Research Corporation (LRCX)
Major holders include Jeremy Grantham ($2.37 B), Cliff Asness ($1.51 B), Chase Coleman ($1.37 B). According to the latest reported data, 20 tracked investment managers collectively hold approximately 15.97 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $1.01 B, with 10 managers increasing positions and 10 managers reducing holdings.
During the most recent reporting period, 8 managers trimmed their positions, while 2 fully exited LRCX. The total reported sell value was $1.33 B.
Yes, 4 managers opened new positions in LRCX, and 6 increased their existing holdings. The total reported buy value was $318.8 M.
