YHB Investment Advisors Boosts Lam Research Stake

Got story updates? Submit your updates here. ›

YHB Investment Advisors Inc. acquired a new position in shares of Lam Research Corporation (NASDAQ:LRCX) in the fourth quarter, adding 109,904 shares valued at approximately $18.8 million. The firm now holds a 1.3% stake in the semiconductor equipment manufacturer, making it one of its top 20 holdings.

Why it matters

Lam Research is a leading supplier of wafer fabrication equipment and services to the semiconductor industry, with a focus on advanced-node patterning, 3D NAND, and other emerging device technologies. YHB's increased investment signals confidence in Lam's market position and growth prospects within the semiconductor capital equipment sector.

The details

YHB Investment Advisors, a Virginia-based investment management firm, disclosed the new Lam Research position in a recent 13F filing with the SEC. The firm added the 109,904 Lam shares, valued at around $18.8 million, to its portfolio in the fourth quarter of 2025. This represents a significant increase in YHB's stake, as the firm previously held no shares of Lam Research.

• YHB Investment Advisors acquired the new Lam Research position in Q4 2025.
• The 13F filing disclosing the investment was published on April 2, 2026.

What’s next

Investors will be watching to see if YHB continues to increase its position in Lam Research, which could signal growing confidence in the semiconductor equipment maker's long-term prospects.