Columbia Seligman Technology And Information Fund Q4 2025 Commentary [Seeking Alpha]
Lam Research Corporation (LRCX)
Last lam research corporation earnings: 4/22 04:05 pm
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US:NASDAQ Investor Relations:
investor.lamresearch.com
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Source: Seeking Alpha
The fund outperformed its benchmark, the S&P North American Technology Index, which returned 3.39% for the quarter. The portfolio's holding in semiconductor equipment manufacturer Lam Research contributed significantly to positive performance. Rachata Amnataree/iStock via Getty Images The Morningstar Rating is for the indicated share classes only as of 12/31/25; other classes may have different performance characteristics. The Morningstar ratings for the overall, three-, five- and 10-year periods for Class A shares are 4 This article was written by Quick Insights Outperformance was driven by stock selection in semiconductors, hardware, and an underweight to software, with Lam Research and Western Digital as significant contributors. CCIZX maintains overweight positions in companies like Lam Research and Western Digital, benefiting from AI-driven demand for advanced chips, memory, and high-capacity storage. Risks include semiconductor supply chain exposure to export co
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LRCX
News
- Is Lam Research (LRCX) a Buy as Wall Street Analysts Look Optimistic? [Yahoo! Finance]Yahoo! Finance
- Lam Research Corporation Announces Participation at Upcoming ConferencesPR Newswire
- Lam Research Deepens Investment in Boise to Support Projected Growth in U.S. Semiconductor ManufacturingPR Newswire
- Quant ratings on Ray Dalio's Bridgewater top holdings: NVDA, LRCX, CRM, GOOGL [Seeking Alpha]Seeking Alpha
- Lam's New CEA-Leti R&D Pact and Dividend Hike Could Be A Game Changer For Lam Research (LRCX) [Yahoo! Finance]Yahoo! Finance
LRCX
Earnings
- 1/28/26 - Beat
LRCX
Sec Filings
- 2/9/26 - Form 4
- 2/9/26 - Form 4
- 2/9/26 - Form 3/A
- LRCX's page on the SEC website