Lam Research Corp
LRCX- Exchange
- Nasdaq
- Industry
- Special Industry Machinery, NEC
- SEC CIK
- 0000707549
In the last 90 days, Lam Research Corp insiders filed 0 open-market purchases and 7 sales; 3,142 institutions reported holding it in 13F filings for Q2 2026, worth $463.5B in total; 6 superinvestors hold it, including Coatue Management and Tiger Global Management.
Key figures
- Insider buysOpen market, last 90 days
- 0
- Insider sellsLast 90 days, $58.3M in total
- 7
- 13F holdersQ2 2026, +522 vs. previous quarter
- 3,142
- 13F valueReported value at the end of Q2 2026
- $463.5B
- Superinvestors holdingAt the end of Q2 2026
- 6
Price chart
Superinvestors holding LRCX, Q2 2026
6 superinvestors report holding Lam Research Corp on Form 13F. Percentages are the stock's share of each portfolio.
Coatue Management
Philippe Laffont
8.4%
Lam Research Corp's share of the portfolio
- Shares
- 9,441,603
- Value
- $4.09B
Tiger Global Management
Chase Coleman
5.7%
Lam Research Corp's share of the portfolio
- Shares
- 3,163,495
- Value
- $1.37B
| Superinvestor | Weight | Value |
|---|---|---|
| Altimeter Capital | 1.7% | $170.8M |
| Appaloosa | 2.2% | $165.7M |
| Duquesne Family Office | 0.4% | $18.9M |
| Maverick Capital | <0.1% | $1.77M |
Latest insider trades
Open-market purchases and sales by Lam Research Corp insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Sep 10, 2026 (view filing)1:05 PM ET | Sep 9 | 1 day | Archer TimothyPresident and CEO | SSale | −30.0K | $319.26 | −$9.58M | −2.7%1.08M after | 10b5-1 |
| Sep 10, 2026 (view filing)1:04 PM ET | Sep 9 | 1 day | Mayer BethanyDirector | SSale | −9.56K | $314.74 | −$3.01M | −31.3%21.0K after | |
| Sep 3, 2026 (view filing)3:06 PM ET | Sep 2 | 1 day | Varadarajan SeshasayeeSenior Vice President | SSale | −59.8K | $291.32 | −$17.4M | −22.5%205.5K after | 3 lots10b5-1 |
| Sep 1, 2026 (view filing)12:08 PM ET | Aug 31 | 1 day | Harter AvaChief Legal Officer | SSale | −5.00K | $302.46 | −$1.51M | −10.5%42.5K after | 10b5-1 |
| Aug 7, 2026 (view filing)1:24 PM ET | Aug 6 | 1 day | Archer TimothyPresident and CEO | SSale | −30.0K | $300.00 | −$9.00M | −2.7%1.08M after | 10b5-1 |
| Jul 14, 2026 (view filing)12:56 PM ET | Jul 13 | 1 day | Talwalkar Abhijit YDirector | SSale | −18.3K | $335.00 | −$6.12M | −17.3%87.1K after | 10b5-1 |
| Jul 6, 2026 (view filing)12:33 PM ET | Jul 2 | 4 days | Archer TimothyPresident and CEO | SSale | −30.0K | $390.01 | −$11.7M | −2.7%1.08M after | 10b5-1 |
| Jun 15, 2026 (view filing) | Jun 12 | 3 days | Brandt EricDirector | SSale | −54.5K | $367.18 | −$20.0M | −27.4%144.7K after | 17 lots10b5-1 |
| Jun 15, 2026 (view filing) | Jun 11 | 4 days | Brandt EricDirector | SSale | −54.5K | $350.80 | −$19.1M | −21.5%199.2K after | 26 lots10b5-1 |
| Jun 2, 2026 (view filing) | Jun 1 | 1 day | Fernandes Neil JSenior Vice President | SSale | −7.66K | $309.60 | −$2.37M | −11.6%58.5K after | 10b5-1 |
Top 10 13F holders, Q2 2026
The largest institutional positions in Lam Research Corp at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 132,727,776 | $57.5B | 0.86% | −124,544−0.1% | Reduced |
| Vanguard Capital Management LLC | 81,683,639 | $35.4B | 0.76% | +527,895+0.7% | Added |
| State Street Corp | 60,704,130 | $26.3B | 0.78% | +1,545,830+2.6% | Added |
| Invesco Ltd. | 52,319,973 | $22.7B | 1.79% | +1,855,654+3.7% | Added |
| JPMorgan Chase & Co | 45,317,479 | $18.6B | 1.09% | +12,604,546+38.5% | Added |
| Vanguard Portfolio Management LLC | 36,635,534 | $15.9B | 0.72% | −425,429−1.1% | Reduced |
| Geode Capital Management, LLC | 34,506,240 | $14.9B | 0.80% | −669,686−1.9% | Reduced |
| FMR LLC | 33,677,858 | $14.6B | 0.63% | +103,016+0.3% | Added |
| Price T Rowe Associates Inc | 24,596,295 | $10.7B | 1.07% | +11,356,938+85.8% | Added |
| Morgan Stanley | 19,217,787 | $8.33B | 0.44% | +246,665+1.3% | Added |