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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Companies like Lam Research Corp., KLA Corp., and Applied Materials Inc. posted returns exceeding 100% as investors bet aggressively on sustained AI infrastructure spending. The Fund's underweight...
— Delaware Management Company (now part of Nomura Asset Management)
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Other investors who've written on Lam Research Corporation
Information Technology exposure contributed positively, and the weighting was increased substantially over the quarter. New positions in...
Lam Research has consistently exceeded expectations, delivering record revenue for the fourth consecutive quarter and achieving the highest gross margin in 20 years....
More institutional theses from Nomura Large Cap Growth Fund
Microsoft Corp. ($MSFT) represents 8.93% of the portfolio and provides enterprise software, cloud infrastructure via Azure, and productivity platforms. The investment manager...
Meta Platforms Inc. ($META) operates global social networking applications and digital advertising networks, including Facebook, Instagram, and WhatsApp. The manager maintained...
Vulcan Materials Co. ($VMC) is a leading domestic producer of construction aggregates, including crushed stone, sand, and gravel, alongside asphalt and ready-mixed concrete. The manager remains...