HF Best Ideas
Analyses
Companies
Quarterly Letters
✦
Warren AI
Analyses
Companies
Quarterly Letters
✦
Warren AI
Every fund on this company
Lam Research Corporation in 27 fund letters
→
Also pitched by Baron Durable Advantage Fund
Taiwan Semiconductor Manufacturing Co Ltd
TSM
Microsoft
MSFT
Broadcom Inc.
AVGO
Nvidia
NVDA
Meta Platforms
META
Amphenol Corporation
APH
Lam Research Corporation — Baron Durable Advantage Fund — Mar 2026 · HF Best Ideas
Lam Research Corporation — Baron Durable Advantage Fund — Mar 2026 · HF Best Ideas