Hedge funds loaded up on these two chip stocks this year. Should you buy them too?

Nvidia’s stock has been a favorite for some time, but two other semiconductor companies recently cracked Goldman’s list of popular hedge-fund holdings

Published: May 21, 2025 at 1:41 p.m. ET

Hedge funds loaded up on shares of Lam Research Corp. and Micron Technology Inc. in the first quarter, according to research from Goldman Sachs.

And investors may want to take a cue from the hedge-fund managers. The Goldman Sachs Hedge Fund VIP ETF GVIP has outpaced the S&P 500’s SPX returns in more quarters than not — or 59% of them dating back to 2001.

About the Author

Laila Maidan is a Tech and Investing reporter at MarketWatch. She covers the rapid developments in the sector along with actionable investment recommendations and deep dives into valuations.