LAM RESEARCH CORP

$LRCX
Smart money positioned

63 of the Top-200 alpha managers hold $LRCX as of the latest 13F snapshot.

13F holders
25
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

63 holders · Q1 2026

$LRCX is held by 63 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 9.57%, with an average of 1.11% of portfolio. Largest holder: Stelac Advisory Services LLC at 9.57%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 25 · Source: 13F-HR
01
Vanguard Group Inc.
0.33% of portfolio
131,185,330 sh
02
State Street
0.78% of portfolio
60,704,130 sh
03
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.99% of portfolio
12,514,990 sh
04
Coatue Management LLC
9.32% of portfolio
9,441,603 sh
05
Citigroup Inc.
0.85% of portfolio
4,210,122 sh
06
Tiger Global Management LLC
5.89% of portfolio
3,163,495 sh
07
Citadel
0.37% of portfolio
1,420,975 sh
08
Bridgewater Associates
1.67% of portfolio
938,224 sh
09
Erste Asset Management GmbH
2.07% of portfolio
641,871 sh
10
Appaloosa LP
2.23% of portfolio
382,500 sh
See all 25 13F holders · Pro →

Insider activity · last 90 days

50 transactions · 2 filers
10 Sep 2026
Unknown
▼ SOLD
S
10 Sep 2026
Unknown
· EX/ACQ
M
10 Sep 2026
Unknown
▼ SOLD
S
10 Sep 2026
Unknown
· EX/ACQ
M
03 Sep 2026
Unknown
· EX/ACQ
M
03 Sep 2026
Unknown
· EX/ACQ
M
03 Sep 2026
Unknown
▼ SOLD
S
03 Sep 2026
Unknown
· EX/ACQ
M
03 Sep 2026
Unknown
▼ SOLD
S
03 Sep 2026
Unknown
· EX/ACQ
M
03 Sep 2026
Unknown
▼ SOLD
S
01 Sep 2026
Unknown
▼ SOLD
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $LRCX in the recent window.

Convergence · $LRCX

Pattern cards reflect public SEC EDGAR and Congressional filing data only. Detection uses filing dates; trade execution dates may differ. Past convergence patterns do not predict future returns. Nothing here is investment advice.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 16:46 UTC.