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Groupama Asset Managment Boosts Lam Research Stock Position
Hedge fund increases stake in semiconductor equipment maker by 22.9% in Q3
Mar. 19, 2026 at 9:38am
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Groupama Asset Managment, a French asset management firm, boosted its holdings in shares of Lam Research Corporation (NASDAQ:LRCX) by 22.9% in the third quarter, according to a recent disclosure with the Securities and Exchange Commission (SEC). The firm now owns 118,579 shares of the semiconductor company's stock, valued at $15,878,000 as of its most recent SEC filing.
Why it matters
Lam Research is a major supplier of wafer fabrication equipment and services to the semiconductor industry, making it an important player in the global tech supply chain. Groupama's increased stake suggests the asset manager sees growth potential in Lam's business, which could signal broader confidence in the semiconductor sector.
The details
Groupama Asset Managment purchased an additional 22,095 shares of Lam Research during the third quarter, bringing its total position to 118,579 shares. The firm cited Lam's strong market position and growth prospects as reasons for the increased investment. Several other hedge funds also added to or reduced their stakes in Lam Research during the same period.
- Groupama Asset Managment disclosed the increased stake in Lam Research in a Q3 2026 filing with the SEC.
The players
Groupama Asset Managment
A French asset management firm that has increased its stake in semiconductor equipment maker Lam Research.
Lam Research Corporation
A global supplier of wafer fabrication equipment and services to the semiconductor industry, headquartered in Fremont, California.
The takeaway
Groupama's increased investment in Lam Research signals continued confidence in the semiconductor industry's growth prospects, as major equipment suppliers like Lam play a crucial role in enabling advanced chip manufacturing.
