J. Stern & Co. LLP, a registered investment adviser, initiated a new position in Lam Research Corporation (NASDAQ:LRCX) during Q4 2025, according to its most recent 13F filing with the Securities and Exchange Commission.
The institutional investor purchased 3,459,377 shares of the Technology company, valued at approximately $3.5B as of the filing date.
Lam Research Corporation's stock currently trades at $244.77 with a market capitalization of $211.9B.


