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; 3,158 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
- Market capClose on Nov 10, 2026
- $277.8B
- Insider buysOpen market, last 90 days
- 0
- Insider sellsLast 90 days, $38.8M in total
- 7
- 13F holdersQ2 2026, +525 vs. previous quarter
- 3,158
- 13F valueReported value at the end of Q2 2026
- $463.5B
- Superinvestors holdingAt the end of Q2 2026
- 6
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2026
- $23.2B
- +26.0% year over year
- Net income, FY2026
- $7.27B
- +35.6% year over year
- Free cash flow, FY2026
- $4.89B
- −9.7% year over year
- Revenue, Q1 FY2027
- $8.22B
- +54.4% year over year
Revenue flow, FY2026
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 27.5M
- Shares sold short
- Change
- −823.3K
- −2.9% vs. previous
- Days to cover
- 2.17
- At average daily volume
Superinvestors holding LRCX, Q2 2026
Go to the superinvestors tab6 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
See all insider tradesOpen-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 |
|---|---|---|---|---|---|---|---|---|---|
| Nov 9, 2026 (view filing)2:06 PM ET | Nov 6 | 3 days | Mayer BethanyDirector | SSale | −16 | $208.50 | −$3.34K | −0.9%1.76K after | 10b5-1 |
| Nov 3, 2026 (view filing)2:58 PM ET | Nov 2 | 1 day | Mayer BethanyDirector | SSale | −719 | $242.59 | −$174.4K | −44.0%916 after | 10b5-1 |
| Oct 26, 2026 (view filing)1:49 PM ET | Oct 23 | 3 days | Archer TimothyPresident and CEO | SSale | −31.4K | $227.02 | −$7.13M | −2.8%1.08M after | 10b5-1 |
| 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 |
Top 10 13F holders, Q2 2026
See all 3,158 holdersThe 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 |
Holders of 5% or more of LRCX
See all 1 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Lam Research Corp.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Vanguard Capital Management LLC | 13G | 7.49%93.6M shares | New | Apr 30, 20261 filing | Apr 30, 2026 | SEC |
Politician trades
All politician trades in LRCX23 members of Congress reported 91 trades in Lam Research Corp since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| Oct 29, 2026 |  David J. Taylor House · OH | Buy | $1K-$15K |
| Sep 2, 2026 |  Sheldon Whitehouse Senate · RI | Sell (partial) | $1K-$15K |
| Jul 21, 2026 |  Alan Armstrong Senate · OK | Buy | $1K-$15K |
| Jul 21, 2026 | Alan Armstrong Senate · OK | Buy | $1K-$15K |
| Jun 12, 2026 | David J. Taylor House · OH | Sell | $1K-$15K |
House · OH · Oct 29, 2026
Buy$1K-$15K
Senate · RI · Sep 2, 2026
Sell (partial)$1K-$15K
Senate · OK · Jul 21, 2026
Buy$1K-$15K
Senate · OK · Jul 21, 2026
Buy$1K-$15K
House · OH · Jun 12, 2026
Sell$1K-$15K