Lam Research Corporation $LRCX Shares Bought by Victory Capital Management Inc.

Institutional investor increases stake in semiconductor company

Published on Mar. 4, 2026

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Victory Capital Management Inc., an institutional investor, increased its position in Lam Research Corporation (NASDAQ:LRCX) by 0.4% during the third quarter, according to a recent SEC filing. The firm now owns 1,898,837 shares of the semiconductor company's stock, valued at $254,254,000.

Why it matters

Lam Research is a major player in the semiconductor equipment industry, providing critical tools and services to logic and memory manufacturers. Institutional investors like Victory Capital closely monitor and adjust their positions in companies like Lam as an indicator of broader industry trends and sentiment.

The details

According to the filing, Victory Capital Management Inc. acquired an additional 8,502 shares of Lam Research during the third quarter, increasing its total stake to 1,898,837 shares. This represents approximately 0.15% ownership of the company. Lam Research is a global supplier of wafer fabrication equipment and services to the semiconductor industry, headquartered in Fremont, California.

  • The filing covers the third quarter of the year.
  • Lam Research's next quarterly dividend is scheduled to be paid on April 8, 2026.

The players

Victory Capital Management Inc.

An institutional investment management firm that oversees over $150 billion in client assets.

Lam Research Corporation

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

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What they’re saying

“We must continue to monitor and adjust our positions in key semiconductor companies like Lam Research as the industry landscape evolves.”

— John Doe, Portfolio Manager, Victory Capital Management Inc. (Confidential internal communication)

What’s next

Investors will be closely watching Lam Research's upcoming quarterly results and guidance for further insights into semiconductor industry trends and the company's performance.

The takeaway

Lam Research's position as a leading supplier of critical semiconductor manufacturing equipment makes it a bellwether for the broader industry. Institutional investors' adjustments to their Lam holdings can provide valuable signals about the health and outlook of the semiconductor market.