Quant ratings on Coatue Management's top holdings: TSM, MSFT, META, AMZN [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
shifts in both position size and allocation between Q4 2024 and Q4 2025. The fund remains heavily concentrated in the information technology, consumer discretionary, and communication sectors. Quick Insights Coatue increased its positions in Netflix, Lam Research, Alphabet, Microsoft, and others; added new holdings like Oracle and Snowflake; trimmed Tesla, Nvidia, and Amazon; and exited Alibaba, Zillow, HubSpot, and more. Significant increases: Netflix, Lam Research, Alphabet, Microsoft, Spotify, DoorDash, Broadcom. Decreases: Tesla, Nvidia, Amazon, Adobe, AMD, Nu Holdings, Vertiv, PayPal. Exited: Alibaba, Zillow, HubSpot, DataDog, Dell Technologies, Eli Lilly. All top 15 holdings, except Constellation Energy (Sell) and Eaton Corp (Hold, but lower), received Hold ratings with quant scores mostly between 3.14 and 3.49 out of 5. Recommended For You More Trending News
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LRCX
News
- Is Lam Research (LRCX) One of the Best Growth Stocks to Buy for the Next 20 Years? [Yahoo! Finance]Yahoo! Finance
- Artisan Select Equity Fund Q4 2025 Portfolio Activity [Seeking Alpha]Seeking Alpha
- 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
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