J. Safra Sarasin Holding AG Boosts Stake in Lam Research Corporation

The Swiss investment firm increased its position in the semiconductor equipment maker by over 220% in Q4 2025.

Mar. 31, 2026 at 9:53am

J. Safra Sarasin Holding AG, a Swiss investment firm, significantly increased its stake in Lam Research Corporation (NASDAQ:LRCX) during the fourth quarter of 2025. The firm now owns 72,503 shares of the semiconductor company's stock, up from 22,652 shares in the previous quarter, representing a 220.1% increase in its position.

Why it matters

Lam Research is a leading manufacturer of semiconductor fabrication equipment, playing a crucial role in the global tech supply chain. J. Safra Sarasin's increased investment signals the firm's confidence in Lam's long-term growth prospects amid ongoing semiconductor industry trends.

The details

According to a recent SEC filing, J. Safra Sarasin Holding AG purchased an additional 49,851 shares of Lam Research during the fourth quarter, bringing its total holdings to $12.41 million. The investment firm cited Lam's strong market position and technological leadership as factors behind the increased stake.

  • J. Safra Sarasin Holding AG disclosed the stake increase in a Q4 2025 SEC filing.
  • The firm's previous position in Lam Research was reported in a Q3 2025 SEC filing.

The players

J. Safra Sarasin Holding AG

A Swiss investment firm that manages over $200 billion in assets globally.

Lam Research Corporation

A leading global supplier of semiconductor fabrication equipment and services.

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The takeaway

J. Safra Sarasin's substantial increase in its Lam Research stake underscores the investment firm's confidence in the semiconductor equipment maker's growth prospects. This move reflects broader investor optimism around the semiconductor industry's resilience and technological advancements.