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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.
Lam Research Corporation is a leading global supplier of semiconductor wafer fabrication equipment, specializing in etch, deposition, and clean technologies used in the manufacturing of semiconductors. Shares of Lam...
— Alex Umansky
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Other investors who've written on Lam Research Corporation
The Fund's three semiconductor equipment holdings were the bottom performers over the quarter: KLA (-35.3% USD), Applied Materials (-29.2%), and Lam Research (-24.1%). This followed exceptionally...
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....
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