Letters by company

Lam Research CORP

1 letter discussing LRCX. Everything written about it on this site is on its ticker page.

Artisan Partners Artisan Global Opportunities Fund Quarterly Commentary Artisan Global Opportunities Fund trimmed AMD and Lam Research after valuation gains, reduced Insmed and defense holdings, and initiated GE Aerospace, Corning, STMicroelectronics and Robinhood. The portfolio favors AI infrastructure franchises while seeking earlier-stage opportunities in health care and consumer internet, with valuation discipline guiding position sizes. Q2 2026 +12.4% AMD $773BAS $18BBAESF $89BCOR $61B