LongLRCXJun 2026
Lam Research
Lam Research is a critical supplier of semiconductor etch and deposition equipment. Revenue grew 24 percent and adjusted earnings per share grew 42 percent year over year in the…
LRCX
Which hedge funds are long LRCX?
5 published ideas on Lam Research across 4 funds — 5 long and 0 short.
Lam Research hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Lam Research: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongLRCXJun 2026
Lam Research Corporation
Lam Research is a leading wafer fabrication equipment supplier with particular strength in etch and deposition, two critical steps in producing increasingly complex…
LongLRCXJun 2026
Lam Research Corporation
Lam Research has leading positions in semiconductor etching and deposition equipment. Results exceeded elevated expectations, margins proved stronger than anticipated and…
LongLRCXJun 2026
Lam Research Corporation
Lam Research has leading positions in semiconductor etching and deposition equipment. Results exceeded elevated expectations, margins proved stronger than anticipated and…
LongLRCXSep 2026
Lam Research Corporation
Lam Research provides Barometer with exposure to the memory-semiconductor upcycle through the equipment used to manufacture memory chips. Memory producers are increasing capacity…