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All holdings

Lam Research

LRCX, LRCXEUR (share classes combined)

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
4
In their latest 13F (Q3 2026)
See who
Value held
$540m
Combined value at quarter end
Last quarter
1 bought
1 sold or trimmed
Price at Q2 ’26 end
$433.33
+102.8% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+0.7%Q1 ’25
+33.9%Q2 ’25
+37.6%Q3 ’25
+27.8%Q4 ’25
+24.8%Q1 ’26
+102.8%Q2 ’26
Q1 ’25: +0.7%; Q2 ’25: +33.9%; Q3 ’25: +37.6%; Q4 ’25: +27.8%; Q1 ’26: +24.8%; Q2 ’26: +102.8%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

2Q4 ’23
2Q1 ’24
2Q2 ’24
2Q3 ’24
2Q4 ’24
2Q1 ’25
2Q2 ’25
2Q3 ’25
2Q4 ’25
3Q1 ’26
4Q2 ’26
0Q3 ’26
Q4 ’23: 2; Q1 ’24: 2; Q2 ’24: 2; Q3 ’24: 2; Q4 ’24: 2; Q1 ’25: 2; Q2 ’25: 2; Q3 ’25: 2; Q4 ’25: 2; Q1 ’26: 3; Q2 ’26: 4; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes Lam Research.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding Lam Research
Polen Capital Management3.2%$372m$372mTrimmed -18%2 qtrs
Appaloosa2.1%$166m$166mUnchanged7 qtrs
Davis Selected Advisers0.0%$1.2m$1.2mUnchanged7 qtrs
Mairs & Power0.0%$331k$331kNew1 qtr

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works
From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.
Insider purchases and sales of Lam Research
Bought or soldFiling
9 Sep 2026Archer TimothyPresident and CEO▼ Sold30,000$319.26$9.6mForm 4
9 Sep 2026Mayer BethanyDirector▼ Sold9,557$314.74$3.0mForm 4
2 Sep 2026Varadarajan SeshasayeeSenior Vice President▼ Sold27,480$291.32$8.0mForm 4
2 Sep 2026Varadarajan SeshasayeeSenior Vice President▼ Sold20,000$291.32$5.8mForm 4
2 Sep 2026Varadarajan SeshasayeeSenior Vice President▼ Sold12,270$291.32$3.6mForm 4
31 Aug 2026Harter AvaChief Legal Officer▼ Sold5,000$302.46$1.5mForm 4
6 Aug 2026Archer TimothyPresident and CEO▼ Sold30,000$300.00$9.0mForm 4

About the company

Sector
Industrials · Special Industry Machinery, Nec
Incorporated in
Delaware
Financial year ends
28 June
Shares outstanding
1.25bn at 4 Aug 2026
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

$4.6bnJun ’14
$5.3bnJun ’15
$5.9bnJun ’16
$8.0bnJun ’17
$11bnJun ’18
$10bnJun ’20
$15bnJun ’21
$17bnJun ’22
$17bnJun ’23
$18bnJun ’25
$23bnJun ’26
Jun ’14: $4.6bn; Jun ’15: $5.3bn; Jun ’16: $5.9bn; Jun ’17: $8.0bn; Jun ’18: $11bn; Jun ’20: $10bn; Jun ’21: $15bn; Jun ’22: $17bn; Jun ’23: $17bn; Jun ’25: $18bn; Jun ’26: $23bn
Lam Research revenue and net income by year
YearRevenueNet income
Year to Jun 2026$23bn$7.3bn
Year to Jun 2025$18bn$5.4bn
Year to Jun 2023$17bn$4.5bn
Year to Jun 2022$17bn$4.6bn
Year to Jun 2021$15bn$3.9bn
Year to Jun 2020$10bn$2.3bn
Year to Jun 2018$11bn$2.4bn
Year to Jun 2017$8.0bn$1.7bn
Year to Jun 2016$5.9bn$914m
Year to Jun 2015$5.3bn$656m
Year to Jun 2014$4.6bn$632m

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.