3
LRCX
LAM RESEARCH CORP · Industrials
Consensus score 3/100 · #109 this quarter · tier-weighted across tracked managers
↑ConfirmedPrice action since filingas of 2026-07-09
vs 50-day avg
+8.7%
21-day momentum
+16.5%
recent volume
1.42×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S2· AdvancingStage Analysis · Weinstein
vs 30-wk avg
+40.0%
30-wk MA slope
+13.4%
rel. strength
+42.9
52-wk range
75%
Advancing — above a rising 30-week trend with positive relative strength. Weinstein’s buy zone. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Holders
5
tracked managers
New this Q
2
opened a position
Avg weight
1.4%
of their portfolios
Combined value
$1.10B
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Tiger Global Management Concentrated | 3.6% | $833M | HOLD |
| Polen Capital Quality growth | 1.6% | $225M | NEW |
| Hosking Partners Concentrated | 0.8% | $23M | TRIM |
| Third Point Activist | 0.8% | $16M | NEW |
| Davis Advisors Concentrated | 0.0% | $594K | TRIM |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.