Asset Management One Co. Ltd. Increases Stake in Lam Research Corporation

The investment firm added over 56,000 shares of the semiconductor equipment maker in Q4 2025.

Apr. 18, 2026 at 7:08am

A high-contrast, black and white close-up photograph of the intricate inner workings and components of a semiconductor fabrication tool, conveying the complex, industrial nature of modern chip manufacturing technology.Lam Research's semiconductor manufacturing equipment plays a vital role in enabling the advanced chip technologies powering today's digital world.Fremont Today

Asset Management One Co. Ltd. increased its stake in Lam Research Corporation (NASDAQ:LRCX) by 9.4% in the fourth quarter of 2025, according to the company's latest 13F filing with the Securities and Exchange Commission. The fund now owns 654,768 shares of the semiconductor company's stock, valued at approximately $114.8 million.

Why it matters

Lam Research is a leading global supplier of wafer fabrication equipment and services to the semiconductor industry. This increase in ownership by a major institutional investor signals continued confidence in the company's long-term growth prospects amid ongoing industry trends like the rise of 3D NAND and other advanced chip architectures.

The details

Asset Management One Co. Ltd. purchased an additional 56,131 shares of Lam Research during the fourth quarter, bringing its total position to 654,768 shares. This represents approximately 0.05% of the company's outstanding stock. Lam Research is a key supplier of core semiconductor manufacturing equipment used by both logic and memory chip producers.

  • Asset Management One Co. Ltd. disclosed the increased stake in its 13F filing for the fourth quarter of 2025, which was published on April 18, 2026.

The players

Asset Management One Co. Ltd.

A major Japanese investment management firm that oversees over $500 billion in assets.

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

This increase in ownership by a prominent institutional investor underscores the continued confidence in Lam Research's position as a leading provider of critical semiconductor manufacturing equipment, even as the industry navigates technological shifts like the rise of 3D NAND and other advanced chip architectures.