LAM RESEARCH CORP (LRCX) Institutional Selling Activity
Several institutional investors tracked by InsiderSet reduced exposure to LAM RESEARCH CORP (LRCX) during the quarter ended March 31, 2026 based on sequential SEC Form 13F filings.
The largest disclosed institutional seller of LRCX during the latest reporting period reduced its reported position by approximately $678.22M based on quarter-end filing values.
Institutional selling activity may reflect profit-taking, sector rotation, portfolio rebalancing, or changing conviction levels among major investment firms. InsiderSet tracks quarter-over-quarter holding reductions, full exits, estimated value changes, and historical selling activity using publicly disclosed SEC filing data.
The investors covered on this page collectively reduced approximately $1.56B in reported LRCX exposure during the latest filing period, although many institutional holders continue to maintain significant long-term ownership positions in LAM RESEARCH CORP.
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q1 2026 | Renaissance Technologies LLC | Sell | -459,360 | 3,406 | $727,781 |
| Q1 2026 | Parnassus Endeavor Fund | Sell | -383,763 | 262,163 | $56,013,747 |
| Q1 2026 | Appaloosa Management | Sell | -42,500 | 382,500 | $81,724,950 |
| Q4 2025 | Tiger Global Management | Sell | -1,359,889 | 3,900,439 | $667,677,148 |
| Q4 2025 | Triple Frond Partners | Sell | -132,513 | 295,377 | $50,563 |
| Q4 2025 | Parnassus Endeavor Fund | Sell | -54,789 | 645,926 | $110,569,613 |
| Q4 2025 | Sequoia Financial Advisors | Sell | -10,492 | 61,151 | $10,467,867 |
| Q3 2025 | Triple Frond Partners | Sell | -278,725 | 427,890 | $57,294 |
| Q3 2025 | Renaissance Technologies LLC | Sell | -86,060 | 2,200 | $294,580 |
| Q3 2025 | Appaloosa Management | Sell | -30,000 | 370,000 | $49,543,000 |
| Q3 2025 | Parnassus Endeavor Fund | Sell | -27,313 | 700,715 | $93,825,739 |
| Q2 2025 | Appaloosa Management | Sell | -100,000 | 400,000 | $38,936,000 |
| Q2 2025 | Parnassus Endeavor Fund | Sell | -44,430 | 728,028 | $70,866,246 |
| Q2 2025 | Sequoia Financial Advisors | Sell | -240 | 67,087 | $6,530,208 |
| Q1 2025 | Appaloosa Management | Sell | -750,000 | 500,000 | $36,350,000 |
| Q1 2025 | Parnassus Endeavor Fund | Sell | -75,025 | 772,458 | $56,157,697 |
| Q1 2025 | Sequoia Financial Advisors | Sell | -1,744 | 67,327 | $4,894,686 |
| Q3 2024 | Renaissance Technologies LLC | Sell | -15,799 | 29,557 | $24,121,217 |
| Q3 2024 | Appaloosa Management | Sell | -9,000 | 100,000 | $81,608,000 |
| Q3 2024 | Parnassus Endeavor Fund | Sell | -1,119 | 66,264 | $54,076,725 |
| Q3 2024 | Sequoia Financial Advisors | Sell | -137 | 4,795 | $3,912,881 |
| Q2 2024 | Renaissance Technologies LLC | Sell | -123,600 | 45,356 | $48,297,337 |
| Q2 2024 | Appaloosa Management | Sell | -6,000 | 109,000 | $116,068,650 |
| Q2 2024 | Parnassus Endeavor Fund | Sell | -5,757 | 67,383 | $71,752,788 |
| Q1 2024 | Parnassus Endeavor Fund | Sell | -50,373 | 73,140 | $71,060,630 |
| Q1 2024 | Tiger Global Management | Sell | -49,800 | 353,183 | $343,142,007 |
| Q1 2024 | Triple Frond Partners | Sell | -9,530 | 52,530 | $51,037 |
| Q1 2024 | Appaloosa Management | Sell | -3,000 | 115,000 | $111,730,550 |
| Q1 2024 | Sequoia Financial Advisors | Sell | -926 | 4,535 | $4,405,869 |
| Q4 2023 | Parnassus Endeavor Fund | Sell | -4,392 | 123,513 | $96,742,792 |
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.