Lam Research Corporation (LRCX): A Bull Case Theory
We came across a bullish thesis on Lam Research Corporation (LRCX) on Long-Term Pick’s Substack by Dan. In this article, we will summarize the bulls’ thesis on LRCX.
Lam Research Corp (LRCX)
Market is closed
Sector: Special Industry Machinery, Nec
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Lee Munder Capital Group Lee Munder | 118,400 | $8,552,032 | 0.52% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $460.35 | 1,736 | Director | 49,991 | 2022-04-26 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $75.16 | 1,660 | Director | 28,930 | 2024-11-01 | Filing | |
| $817.51 | 647 | Officer | 4,267 | 2024-10-01 | Filing | |
| $1,056.99 | 1,620 | Officer | 5,237 | 2024-07-12 | Filing | |
| $1,085.34 | 200 | Officer | 84,639 | 2024-06-28 | Filing | |
| $1,083.68 | 200 | Officer | 84,839 | 2024-06-28 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 117,780,890 | $9,225,306,114 | 0.23% | |
| 2. | 117,117,470 | $9,173,342,956 | 0.2% | |
| 3. | 58,158,240 | $4,566,585,313 | 0.22% | |
| 4. | 42,776,920 | $3,350,612,807 | 1% | |
| 5. | 41,573,280 | $3,256,269,111 | 0.34% |
News See All
What Makes Lam Research Corp (LRCX) an Attractive Investment?
Vltava Fund, an investment management company, recently released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
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