← Top Holdings

LRCXLAM RESEARCH CORP

CUSIP: 512807306

🔥 Bought by 3 superinvestors this quarter

8

Guru Owners

$3.64B

Total Value Held

17.0M

Total Shares

$2.15B
7.39%
$833.4M
3.65%
$335.7M
1.50%
$225.3M
1.56%
$81.7M
1.38%
$16.0M
0.77%
$1.0M
0.42%
$594K
0.00%

📊 Fundamentals

Market Cap$407.8B
P/E Ratio66.3x
Above market avg
Forward P/E40.6x
P/FCF93.7x
EPS (TTM)$4.92
Revenue (TTM)$21.7B
Profit Margin30.94%
Div Yield0.32%
Beta1.80

52-Week Range

$90.94
$438.50

Current: $326.13

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 66.3x trailing earnings → 40.6x forward · 30.9% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$909.9M$1.82B$2.73B$3.64BQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '268 owners · $3.64B
REDUCEDPhilippe Laffont$2.15B
REDUCEDRay Dalio$335.7M
NEWPolen Capital$225.3M
REDUCEDDavid Tepper$81.7M
NEWDaniel Loeb$16.0M
REDUCEDDan Sundheim$1.0M
INCREASEDChristopher Davis$594K
SOLDLee Ainslie
SOLDTriple Frond Partners
Q4 '258 owners · $3.05B
REDUCEDPhilippe Laffont$1.68B
REDUCEDChase Coleman$667.7M
REDUCEDRay Dalio$520.7M
INCREASEDLee Ainslie$108.4M
INCREASEDDavid Tepper$72.8M
INCREASEDDan Sundheim$858K
REDUCEDTriple Frond Partners$51K
Q3 '258 owners · $2.56B
INCREASEDPhilippe Laffont$1.33B
INCREASEDRay Dalio$463.8M
REDUCEDDavid Tepper$49.5M
INCREASEDLee Ainslie$2.2M
REDUCEDTriple Frond Partners$57K
Q2 '258 owners · $1.74B
REDUCEDPhilippe Laffont$1.02B
INCREASEDChase Coleman$512.0M
REDUCEDRay Dalio$159.5M
REDUCEDDavid Tepper$38.9M
REDUCEDLee Ainslie$1.6M
SOLDDan Sundheim
Q1 '259 owners · $1.18B
INCREASEDPhilippe Laffont$596.8M
INCREASEDChase Coleman$321.7M
REDUCEDRay Dalio$142.5M
INCREASEDLee Ainslie$50.6M
INCREASEDDavid Tepper$36.4M
NEWDan Sundheim$29.3M
INCREASEDTriple Frond Partners$51K
Q4 '248 owners · $902.8M

No changes

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
32%analyst est. 32.4%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
20.1%current: 20.1%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

LRCX: Held by 8 superinvestors · 38 congress member trades

SELLDavid TaylorR
$1,001 - $15,0002026-01-16
SELLJohn BoozmanR
$1,001 - $15,0002026-01-08
SELLDavid TaylorR
$15,001 - $50,0002026-01-08
BUYMarkwayne MullinR
$50,001 - $100,0002025-12-29
SELLSheldon WhitehouseD
$15,001 - $50,0002025-08-28
BUYJonathan JacksonD
$1,001 - $15,0002025-08-13
BUYByron DonaldsR
$1,001 - $15,0002025-08-07
SELLDavid TaylorR
$1,001 - $15,0002025-07-18
BUYMarkwayne MullinR
$15,001 - $50,0002025-05-13
SELLJefferson ShreveR
$15,001 - $50,0002025-05-12
BUYTony WiedR
$15,001 - $50,0002025-04-30
SELLRo KhannaD
$1,001 - $15,0002025-04-23
SELLJohn BoozmanR
$1,001 - $15,0002025-04-16
SELLRo KhannaD
$15,001 - $50,0002025-04-15
SELLMarkwayne MullinR
$50,001 - $100,0002025-04-08
SELLRob BresnahanR
$1,001 - $15,0002025-04-08
SELLJefferson ShreveR
$15,001 - $50,0002025-04-07
SELLJulie JohnsonD
$1,001 - $15,0002025-04-07
BUYMarjorie Taylor GreeneR
$1,001 - $15,0002025-04-04
BUYJefferson ShreveR
$50,001 - $100,0002025-03-31
LRCX Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker