13F

LRCX LAM RESEARCH CORP

2026Q1 · CUSIP 512807306 · Semi Equipment · Sector: Semiconductors

Lit · Institutions accelerating in
Holders
2,598
Δ holders QoQ
+245
Breadth percentile
Top 0%
Whale holders
366
Δ whales
+12
Inst. holding value
$208.4B
New positions
400
Closed positions
155
Price momentum (1Q)
+18.1%
Put / Call
54/52

Breadth history (34 quarters)

2022Q1: Δ+0 · h=1 2022Q2: Δ+0 · h=1 2022Q3: Δ+0 · h=1 2022Q4: Δ+0 · h=1 2023Q1: Δ+0 · h=1 2023Q2: Δ+0 · h=1 2023Q3: Δ+1 · h=2 2023Q4: Δ+0 · h=2 2024Q1: Δ+0 · h=2 2024Q2: Δ+2 · h=4 2024Q3: Δ+127 · h=131 2024Q4: Δ+1467 · h=1598 2025Q1: Δ+145 · h=1743 2025Q2: Δ+94 · h=1837 2025Q3: Δ+232 · h=2069 2025Q4: Δ+284 · h=2353 2026Q1: Δ+245 · h=2598 2022Q1: holders=1 2022Q2: holders=1 2022Q3: holders=1 2022Q4: holders=1 2023Q1: holders=1 2023Q2: holders=1 2023Q3: holders=2 2023Q4: holders=2 2024Q1: holders=2 2024Q2: holders=4 2024Q3: holders=131 2024Q4: holders=1598 2025Q1: holders=1743 2025Q2: holders=1837 2025Q3: holders=2069 2025Q4: holders=2353 2026Q1: holders=2598 -1467 -733.5 +0 +733.5 +1467 013642728 22Q122Q323Q123Q324Q124Q325Q125Q326Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 7 lit events

Period Percentile Next-1Q return Next-2Q return
2026Q1 Top 0%
2025Q4 Top 1% +18.1%
2025Q3 Top 0% +61.3% +98.6%
2025Q2 Top 2% +50.2% +143.7%
2025Q1 Top 0% +20.0% +76.7%
2024Q4 Top 0% -2.9% +16.5%
2024Q3 Top 0% +22.3% +17.7%

Options Sentiment

Put holders
54
QoQ: +2
Call holders
52
QoQ: +2

See methodology →

Fundamentals

PE (TTM)
65.3
EPS (TTM)
$5.29
EPS YoY
+47.3%
Revenue (TTM)
$21.7B
Revenue YoY
+26.5%
Quarterly Revenue & EPS (4Y)
2022-06-26: $4.6B 2022-09-25: $5.1B 2022-12-25: $5.3B 2023-03-26: $3.9B 2023-06-25: $3.2B 2023-09-24: $3.5B 2023-12-24: $3.8B 2024-03-31: $3.8B 2024-06-30: $3.9B 2024-09-29: $4.2B 2024-12-29: $4.4B 2025-03-30: $4.7B 2025-06-29: $5.2B 2025-09-28: $5.3B 2025-12-28: $5.3B 2026-03-29: $5.8B 2022-06-26: EPS 0.87 2022-09-25: EPS 1.04 2022-12-25: EPS 1.08 2023-03-26: EPS 0.60 2023-06-25: EPS 0.60 2023-09-24: EPS 0.67 2023-12-24: EPS 0.72 2024-03-31: EPS 0.73 2024-06-30: EPS 0.78 2024-09-29: EPS 0.86 2024-12-29: EPS 0.92 2025-03-30: EPS 1.03 2025-06-29: EPS 1.34 2025-09-28: EPS 1.24 2025-12-28: EPS 1.26 2026-03-29: EPS 1.45 0B 2.9B 5.8B $B 0.00 0.80 1.60 20222023202420252026 Revenue EPS

Quarterly figures; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 25 2023-03-26: PE 14.32023-06-25: PE 19.12023-09-24: PE 22.72023-12-24: PE 34.52024-03-31: PE 32.92024-06-30: PE 29.52024-09-29: PE 22.42024-12-29: PE 24.92025-03-30: PE 23.32025-06-29: PE 23.82025-09-28: PE 32.62025-12-28: PE 48.32026-03-29: PE 53.8 13 35 56 20222023202420252026

P/E = close 47 days after quarter-end (filing date) ÷ TTM EPS then; loss quarters hidden

As of 2026-03-29 · SEC filings (XBRL)