Korea Investment CORP Boosts Lam Research Stake

The investment firm increased its holdings in the semiconductor equipment maker by 17.2% in the third quarter.

Published on Mar. 8, 2026

Korea Investment CORP, a major institutional investor, grew its stake in Lam Research Corporation (NASDAQ:LRCX) by 17.2% in the third quarter of 2025, according to a recent SEC filing. The fund now owns 1,141,393 shares of the semiconductor company's stock, worth approximately $152.8 million as of the end of the quarter.

Why it matters

Lam Research is a leading global supplier of wafer fabrication equipment and services to the semiconductor industry. As a major shareholder, Korea Investment CORP's increased investment in the company signals confidence in Lam Research's long-term prospects amid ongoing industry trends and technological advancements.

The details

In the third quarter, Korea Investment CORP acquired an additional 167,836 shares of Lam Research, bringing its total holdings to over 1.14 million shares. This represents about 0.09% of the company's outstanding stock. The investment firm cited Lam Research's strong market position and growth potential as key factors behind the increased stake.

  • Korea Investment CORP disclosed the stake increase in a 13F filing for the third quarter of 2025.

The players

Korea Investment CORP

A major South Korean sovereign wealth fund that invests globally across various asset classes.

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

Korea Investment CORP's increased stake in Lam Research underscores the semiconductor equipment maker's strong market position and growth potential, as the industry continues to evolve with advanced technologies like 3D NAND and new device architectures.