111 Capital Boosts Stake in Lam Research Corporation $LRCX

Institutional investor increases position in semiconductor equipment manufacturer

Published on Mar. 2, 2026

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111 Capital, an institutional investor, has increased its stake in Lam Research Corporation (NASDAQ:LRCX) by 62.6% in the 3rd quarter, according to a recent 13F filing with the Securities and Exchange Commission (SEC). The firm now owns 27,361 shares of the semiconductor company's stock, valued at $3,664,000.

Why it matters

Lam Research is a major player in the semiconductor equipment industry, providing critical tools and technologies to logic and memory manufacturers. 111 Capital's increased stake in the company suggests the institutional investor sees growth potential in Lam Research's business and the broader semiconductor market.

The details

According to the 13F filing, 111 Capital added 10,533 shares to its Lam Research position during the 3rd quarter. The firm's total holdings in Lam Research now comprise 0.7% of its overall portfolio, making it the 23rd largest holding. Lam Research's stock has seen strong performance, rising over 50% in the past year as the semiconductor industry has rebounded.

  • 111 Capital filed its 13F report for the 3rd quarter of 2026 on March 2, 2026.
  • The 3rd quarter of 2026 ended on September 30, 2026.

The players

111 Capital

An institutional investor that manages a portfolio of equity investments.

Lam Research Corporation

A global supplier of wafer fabrication equipment and services to the semiconductor industry, headquartered in Fremont, California.

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The takeaway

111 Capital's increased stake in Lam Research reflects the institutional investor's confidence in the semiconductor equipment manufacturer's growth prospects. As the semiconductor industry continues to evolve, Lam Research's position as a leading provider of critical technologies is likely to drive further investor interest.