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
0.44% of portfolio
59,158,300 sh
03
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.60% of portfolio
13,424,016 sh
04
Coatue Management LLC
7.39% of portfolio
10,043,505 sh
05
Tiger Global Management LLC
3.65% of portfolio
3,900,439 sh
06
Citigroup Inc.
0.49% of portfolio
3,608,466 sh
07
Bridgewater Associates
1.50% of portfolio
1,571,229 sh
08
Two Sigma
0.28% of portfolio
1,502,227 sh
09
Citadel
0.17% of portfolio
1,114,732 sh
10
Erste Asset Management GmbH
2.07% of portfolio
641,871 sh
See all 25 13F holders · Pro →

Insider activity · last 90 days

50 transactions · 4 filers
14 Jul 2026
Unknown
▼ SOLD
S
06 Jul 2026
Unknown
· EX/ACQ
M
06 Jul 2026
Unknown
▼ SOLD
S
06 Jul 2026
Unknown
· EX/ACQ
M
12 Jun 2026
Brandt Eric
▼ SOLD
1,600
$373.09
S
12 Jun 2026
Brandt Eric
▼ SOLD
7,700
$372.23
S
12 Jun 2026
Brandt Eric
▼ SOLD
8,233
$371.17
S
12 Jun 2026
Brandt Eric
▼ SOLD
5,037
$370.27
S
12 Jun 2026
Brandt Eric
▼ SOLD
4,198
$369.16
S
12 Jun 2026
Brandt Eric
▼ SOLD
4,030
$368.03
S
12 Jun 2026
Brandt Eric
▼ SOLD
5,803
$367.01
S
12 Jun 2026
Brandt Eric
▼ SOLD
1,200
$365.16
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 13:48 UTC.