3
LRCX
LAM RESEARCH CORP · Industrials
Consensus score 3/100 · #133 this quarter · tier-weighted across tracked managers
↑ConfirmedPrice action since filingas of 2026-09-30
vs 50-day avg
+2.4%
21-day momentum
+4.4%
recent volume
0.77×
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
+16.0%
30-wk MA slope
+4.9%
rel. strength
+42.9
52-wk range
68%
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
4
tracked managers
New this Q
0
opened a position
Avg weight
2.5%
of their portfolios
Combined value
$1.78B
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Tiger Global Management Concentrated | 5.7% | $1.37B | TRIM |
| Polen Capital Quality growth | 3.2% | $372M | TRIM |
| Hosking Partners Concentrated | 1.2% | $37M | TRIM |
| Davis Advisors Concentrated | 0.0% | $1M | HOLD |
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.