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AI / Datacenter

Lam Research Corporation.

LRCX · CUSIP 512807108

Held by
16 funds
Q3 2024
Total $ held
$31.9B
Q3 2024
Total shares
39.06M
across our funds
Insider net
−$187M
net selling
Last close
$299.15
Yahoo Finance

Institutional holdings over time

Total shares held

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Number of funds holding

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Price (adjusted close, since 2023)

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Insider flow (Form 4 open-market)

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This quarter's moves· Q2 2024Q3 2024

FundBucketPrev sharesLatest sharesΔ valueAction
BlackRockPassive index12.59M+$10.3BNew
VanguardPassive index12.05M12.17M$2.9BTrimmed
FidelityActive mutual fund4.11M3.53M$1.5BTrimmed
State StreetPassive index5.79M5.89M$1.4BTrimmed
GeodePassive index3.06M3.12M$708MTrimmed
CoatueGrowth hedge fund457K405K$157MTrimmed
BridgewaterMacro / activist67K276K+$154MAdded
MillenniumMulti-manager211K219K$46MTrimmed
DE ShawMulti-manager29K$31MExit
RenaissanceMulti-manager45K30K$24MTrimmed
CitadelMulti-manager73K124K+$24MAdded
BalyasnyMulti-manager72222K+$17MAdded
WellingtonActive mutual fund26K24K$9MTrimmed
MaverickGrowth hedge fund28K28K$7MTrimmed
T. Rowe PriceActive mutual fund2.48M$3MExit
Two SigmaMulti-manager202K262K$1MTrimmed
ExodusPointMulti-manager6K15K+$5KAdded

Top holders (latest quarter)

FundBucketSharesValue

Top insider sellers (all-window)

InsiderTitleTotal sold% planned (10b5-1)First → last sale
ARCHER TIMOTHYPresident and CEO$72M100%2023-122025-12
Bettinger Douglas RChief Financial Officer & EVP$28M0%2023-082026-03
Varadarajan SeshasayeeSenior Vice President$20M100%2024-032025-02
Vahedi VahidSenior Vice President$17M42%2023-082025-10
LORD PATRICK JExecutive Vice President$16M92%2023-112024-04
Fernandes Neil JSenior Vice President$13M86%2024-022026-05
BRANDT ERIC$8M0%2026-022026-02
Harter AvaChief Legal Officer$4M0%2025-102026-04
Hahn AvaChief Legal Officer & SVP$4M49%2023-032024-01
TALWALKAR ABHIJIT Y$3M29%2023-012024-04

Options book — funds reporting puts or calls

Fund · Q3 2024PutsCallsNetDirection
Citadel$416M$438M$22MLong delta