Artemis Investment Management LLP Has $88.35 Million Position in Lam Research Corporation $LRCX

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Artemis Investment Management LLP significantly increased its stake in Lam Research Corporation (NASDAQ:LRCX) by 190.4% in the fourth quarter, bringing its total holdings to $88.35 million. This move is part of a broader trend of institutional investment in the semiconductor company, driven by strong Q3 results, analyst upgrades, and AI-driven demand. Despite an overall “Moderate Buy” rating from analysts, there are mixed views on the stock’s future, as reflected in wide-ranging price targets and some insider selling activity.

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