Sands Capital's position in Lam Research is currently worth $229M. That's 0.81% of their equity portfolio (33rd largest holding). The first Lam Research trade was made in Q4 2020. Since then Sands Capital bought shares five more times and sold shares on twelve occasions. The stake costed the investor $172M, netting the investor a gain of 33% so far.
Lam Research is part of the semiconductor capital equipment industry and is positioned for stock growth in 2025 due to AI adoption and strong moat. See more.
Lam Research is part of the semiconductor capital equipment industry, which was in a cyclical downturn in 2023. Industry experts anticipate semiconductor cap...
Lam Research recently held its Lam Capital Venture Competition contest at its headquarters in Fremont, California. I attended the event to get a flavor for t...
Legacy Capital Wealth Partners LLC bought a new stake in Lam Research Co. (NASDAQ:LRCX – Free Report) during the third quarter, HoldingsChannel.com reports. ...