LAM RESEARCH CORP

LRCX

Held by 2 specialist biotech funds

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Fund Holdings

Driehaus Capital Eventide Asset Management

AI Signal

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Position Trend

Feb 13, 2026

$114.6M

1 fund

Feb 17, 2026

$561K

1 fund

-100% total institutional value over 2 quarters

Catalysts

No catalysts tracked.

Position Details

Driehaus CapitalNEWFeb 17, 2026

Shares: 3,277Value: $561K

**Signal Note: Driehaus Initiates LRCX Position** Driehaus's $561K entry into Lam Research suggests conviction in semiconductor equipment demand, likely driven by AI chip manufacturing acceleration and potential cyclical recovery in fab capex. While LRCX is not a biotech holding, this signals Driehaus may be rotating capital toward semiconductor enablers of AI/ML infrastructure—a common hedge for growth managers given biotech sector headwinds.

Eventide Asset ManagementNEWFeb 13, 2026

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Insider Signals

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Also Held by These Funds

AXON2 funds NVDA2 funds VEEV2 funds VCYT2 funds LBRT2 funds RMBS2 funds LITE2 funds UNP

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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**Signal Note: Eventide/LRCX Position Initiation** Eventide's $114.6M LRCX entry signals confidence in semiconductor equipment demand fundamentals, likely driven by sustained AI/data center capex cycles and advanced chip manufacturing buildout. While LRCX serves broader semcap markets, this aligns with Eventide's biotech thesis given increasing semiconductor criticality for life sciences instrumentation and drug discovery workflows.