KRS Capital Management Acquires New Stake in Lam Research

The investment firm added over 14,000 shares of the semiconductor equipment manufacturer in Q4 2025.

Apr. 1, 2026 at 12:24pm

KRS Capital Management LLC acquired a new position in Lam Research Corporation (NASDAQ:LRCX) during the fourth quarter, according to the company's recent 13F filing with the SEC. The institutional investor purchased 14,475 shares of the semiconductor company's stock, valued at approximately $2.48 million.

Why it matters

Lam Research is a major supplier of wafer fabrication equipment and services to the global semiconductor industry. The company's products are used in multiple stages of chip production, including thin film deposition, plasma etching, and wafer cleaning. KRS Capital's new stake in Lam reflects ongoing institutional investor interest in the semiconductor manufacturing space.

The details

KRS Capital Management's new position in Lam Research comprises approximately 1.4% of the firm's total holdings, making the stock its 11th largest position. Other hedge funds and institutional investors have also recently added to or reduced their stakes in Lam Research, with the company's stock price closing at $213.66 on Wednesday.

  • KRS Capital Management acquired the new Lam Research position in Q4 2025.
  • Lam Research's stock price closed at $213.66 on Wednesday, April 1, 2026.

The players

KRS Capital Management LLC

An institutional investment firm that acquired a new position in Lam Research Corporation during the fourth quarter of 2025.

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

KRS Capital Management's new stake in Lam Research reflects ongoing institutional investor interest in the semiconductor manufacturing space, as Lam remains a key supplier of critical equipment and services to logic and memory chip producers globally.