LAM RESEARCH CORP (LRCX) Stock Institutional Trading Activity


LAM RESEARCH CORP (LRCX) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include Tiger Global Management, Renaissance Technologies LLC, Triple Frond Partners, Appaloosa Management, and Parnassus Endeavor Fund. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.

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Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2025Triple Frond PartnersSell-132,513295,377$50,563
Q4 2025Appaloosa ManagementBuy55,000425,000$72,751,500
Q4 2025Renaissance Technologies LLCBuy460,566462,766$79,216,393
Q4 2025Tiger Global ManagementSell-1,359,8893,900,439$667,677,148
Q3 2025Triple Frond PartnersSell-278,725427,890$57,294
Q3 2025Renaissance Technologies LLCSell-86,0602,200$294,580
Q3 2025Sequoia Financial AdvisorsBuy4,55671,643$9,593,059
Q3 2025Appaloosa ManagementSell-30,000370,000$49,543,000
Q3 2025Parnassus Endeavor FundSell-27,313700,715$93,825,739
Q2 2025Sequoia Financial AdvisorsSell-24067,087$6,530,208
Q2 2025Appaloosa ManagementSell-100,000400,000$38,936,000
Q2 2025Parnassus Endeavor FundSell-44,430728,028$70,866,246
Q2 2025Tiger Global ManagementBuy835,6285,260,328$512,040,328
Q1 2025Triple Frond PartnersBuy194,850706,615$51,371
Q1 2025Sequoia Financial AdvisorsSell-1,74467,327$4,894,686
Q1 2025Appaloosa ManagementSell-750,000500,000$36,350,000
Q1 2025Parnassus Endeavor FundSell-75,025772,458$56,157,697
Q1 2025Tiger Global ManagementBuy467,0004,424,700$321,675,690
Q4 2024Triple Frond PartnersBuy459,235511,765$36,965
Q4 2024Sequoia Financial AdvisorsBuy64,27669,071$4,988,992
Q4 2024Renaissance Technologies LLCBuy58,70388,260$6,375,020
Q4 2024Parnassus Endeavor FundBuy781,219847,483$61,213,697
Q4 2024Appaloosa ManagementBuy1,150,0001,250,000$90,287,500
Q4 2024Tiger Global ManagementBuy3,604,5173,957,700$285,864,671
Q3 2024Sequoia Financial AdvisorsSell-1374,795$3,912,881
Q3 2024Renaissance Technologies LLCSell-15,79929,557$24,121,217
Q3 2024Parnassus Endeavor FundSell-1,11966,264$54,076,725
Q3 2024Appaloosa ManagementSell-9,000100,000$81,608,000
Q2 2024Sequoia Financial AdvisorsBuy3974,932$5,251,348
Q2 2024Renaissance Technologies LLCSell-123,60045,356$48,297,337

Frequently asked questions about LRCX activity

  • Which institutional owners are buying LRCX?

    Institutional owners buying LRCX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in LRCX activity?

    "Buy" means an investor increased their reported position in LRCX compared to the prior reporting period. This reflects growing exposure to LAM RESEARCH CORP (LRCX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in LRCX increasing?

    Institutional interest in LRCX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.