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Lam Research Corp

LRCX
交易所
Nasdaq
產業
Special Industry Machinery, NEC
SEC CIK
0000707549

近 90 天,Lam Research Corp 內部人申報 0 筆公開市場買進、7 筆賣出;2026 年第 2 季末有 3,143 家機構在 13F 申報持有,市值合計 $4,635 億;Coatue、老虎環球等 6 位大師持有。

2021 年第 2 季與 2021 年第 1 季比較

持有 Lam Research Corp 的機構從 2021 年第 1 季到 2021 年第 2 季的變化。

2021 年第 2 季全部持有人2021 年第 1 季全部持有人

LRCX 的 13F 持有人:2021 年第 1 季與 2021 年第 2 季比較
項目2021 年第 1 季其中尚未申報 2021 年第 2 季2021 年第 2 季變化
持有家數1,262141,315+67
股數1.19 億107.9 萬1.17 億−59.5 萬 (−0.5%)
市值$708.3 億$6.40 億$763.3 億+$61.4 億 (+8.8%)

14 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(143 家)

2021 年第 2 季季末持有 Lam Research Corp、2021 年第 1 季季末沒有持有的機構。

依市值列出前 100 家,共 143 家。

2021 年第 2 季新進 LRCX 的機構
機構股數市值佔組合 %
Amundi961,666$6.26 億0.43%
Coatue Management LLC大師Coatue579,419$3.77 億1.46%
Jacobs Levy Equity Management, Inc99,112$6,449 萬0.44%
Mn Services Vermogensbeheer B.V.104,784$5,749 萬0.45%
Two Sigma Investments, LP65,826$4,283 萬0.11%
NZS Capital, LLC61,461$3,999 萬3.68%
PEAK6 Investments LLC53,929$3,509 萬0.94%
Bridgewater Associates, LP36,506$2,375 萬0.15%
Veracity Capital LLC32,416$2,109 萬4.94%
Key Square Capital Management LLC18,746$1,220 萬2.50%
Qube Research & Technologies Ltd17,875$1,163 萬0.15%
Group One Trading, L.P.16,129$1,050 萬0.20%
Maple Capital Management, Inc.15,395$893.5 萬1.08%
Bornite Capital Management LP12,000$780.8 萬3.49%
ExodusPoint Capital Management, LP11,256$732.4 萬0.11%
Wealth Enhancement Advisory Services, LLC11,420$697.5 萬0.11%
NWK Group, Inc.10,384$675.7 萬2.70%
Quadrature Capital Ltd8,639$562.3 萬0.21%
Duality Advisers, LP8,079$525.7 萬0.47%
Arabesque Asset Management Ltd5,850$380.7 萬1.62%
Waratah Capital Advisors Ltd.4,530$294.8 萬0.17%
Quantbot Technologies LP4,498$292.6 萬0.23%
FORA Capital, LLC4,135$269.1 萬0.50%
Codex Capital, L.L.C.4,080$265.2 萬1.39%
Motley Fool Asset Management LLC3,391$220.7 萬0.15%
Parsec Financial Management, Inc.2,948$191.8 萬0.09%
Fulcrum Asset Management LLP–$190.6 萬0.80%
Carderock Capital Management Inc2,565$166.9 萬0.46%
Tuttle Tactical Management2,521$164.0 萬0.73%
Intellectus Partners, LLC6,085$161.4 萬0.36%
Castellan Group, LLC2,470$160.7 萬0.67%
Regal Investment Advisors LLC2,459$160.0 萬0.16%
Redhawk Wealth Advisors, Inc.2,358$153.4 萬0.34%
Viking Fund Management LLC2,000$130.1 萬0.37%
Pearl River Capital, LLC1,995$129.8 萬0.36%
Change Path, LLC1,983$129.0 萬0.08%
Wakefield Asset Management LLLP1,943$126.4 萬0.48%
Claybrook Capital, LLC1,887$122.8 萬0.40%
Kornitzer Capital Management Inc1,800$117.1 萬0.02%
Range Financial Group LLC1,765$114.8 萬0.85%
Ibex Wealth Advisors1,742$113.4 萬0.23%
Advisor Resource Council1,644$107.0 萬0.11%
Roman Butler Fullerton & Co1,636$106.5 萬0.52%
Algert Global LLC1,405$91.4 萬0.31%
Capula Management Ltd1,360$88.5 萬0.16%
Stevens Capital Management LP1,338$87.1 萬0.26%
Haverford Financial Services, Inc.1,290$83.9 萬0.20%
Private Portfolio Partners LLC1,284$83.6 萬0.24%
Echo Street Capital Management LLC1,225$79.7 萬0.01%
Fayez Sarofim & Co1,131$73.6 萬0.00%
Phoenix Wealth Advisors1,088$67.7 萬0.49%
Independent Financial Group, LLC1,035$67.3 萬0.07%
Central Asset Investments & Management Holdings (HK) Ltd997$64.8 萬0.26%
Cim Investment Mangement Inc987$64.2 萬0.20%
Beck Capital Management, LLC957$62.3 萬0.21%
Y-Intercept (Hong Kong) Ltd955$62.1 萬0.16%
Caas Capital Management LP948$61.7 萬0.03%
Cloverfields Capital Group, LP833$54.2 萬0.16%
Sabadell Asset Management, S.A S.G.I.I.C822$53.5 萬0.09%
Virginia Retirement Systems Et Al800$52.1 萬0.01%
Golden State Wealth Management, LLC762$49.6 萬0.11%
Goelzer Investment Management, Inc.750$48.8 萬0.04%
Gladstone Institutional Advisory LLC730$47.5 萬0.06%
NuWave Investment Management, LLC723$47.0 萬0.52%
Pekin Hardy Strauss, Inc.686$44.6 萬0.06%
Western Financial Corporation668$43.5 萬0.24%
FFT Wealth Management LLC609$39.6 萬0.09%
Intact Investment Management Inc.600$39.0 萬0.01%
Main Street Research LLC574$37.4 萬0.03%
Fox Run Management, L.L.C.571$37.2 萬0.34%
Insight Advisors, LLC579$37.2 萬0.12%
Engineers Gate Manager LP566$36.8 萬0.02%
Fortress Wealth Group, LLC545$35.5 萬0.32%
Centiva Capital, LP507$33.0 萬0.03%
Dowling & Yahnke LLC496$32.3 萬0.02%
Aft, Forsyth & Company, Inc.480$31.2 萬0.17%
Clare Market Investments LLC475$30.9 萬0.10%
One Charles Private Wealth Services, LLC465$30.3 萬0.20%
West Family Investments, Inc.464$30.2 萬0.08%
Coastal Investment Advisors, Inc.451$29.3 萬0.07%
Engine No. 1 LLC446$29.0 萬0.08%
Personal Cfo Solutions, LLC444$28.9 萬0.06%
InterOcean Capital Group, LLC429$27.9 萬0.01%
Deseret Mutual Benefit Administrators428$27.8 萬0.07%
Strategic Blueprint, LLC417$27.1 萬0.04%
Univest Financial Corp410$26.7 萬0.07%
DRW Securities, LLC398$25.9 萬0.03%
Capital Investment Advisors, LLC396$25.7 萬0.01%
Davis R M Inc391$25.4 萬0.01%
Wealth Management Associates, Inc.390$25.4 萬0.14%
Verity Asset Management, Inc.376$24.5 萬0.13%
Trust Co of Oklahoma376$24.5 萬0.08%
Machina Capital S.A.S.369$24.0 萬0.41%
Arete Wealth Advisors, LLC407$23.8 萬0.03%
Jaffetilchin Investment Partners, LLC372$23.4 萬0.02%
Brookstone Capital Management371$23.2 萬0.00%
BSW Wealth Partners355$23.1 萬0.06%
Frisch Financial Group, Inc.353$23.0 萬0.07%
Virtu Financial LLC349$22.7 萬0.02%
Capital Asset Advisory Services LLC345$22.5 萬0.02%

清倉機構(76 家)

2021 年第 1 季季末持有 Lam Research Corp、2021 年第 2 季有申報但已經沒有持有的機構。

2021 年第 2 季清倉 LRCX 的機構
機構2021 年第 1 季股數2021 年第 1 季市值
Matrix Capital Management Company, LP150,000$8,929 萬
Parnassus Investments137,697$8,196 萬
Employees Provident Fund Board60,000$3,571 萬
Holocene Advisors, LP54,132$3,222 萬
Artemis Investment Management LLP44,815$2,667 萬
Polaris Wealth Advisory Group, LLC34,491$2,283 萬
Schonfeld Strategic Advisors LLC33,400$1,988 萬
Scout Investments, Inc.24,646$1,467 萬
Ergoteles LLC20,200$1,202 萬
SeaTown Holdings Pte. Ltd.20,000$1,191 萬
TCI Fund Management Ltd大師TCI 兒童投資基金17,300$1,030 萬
Sandler Capital Management14,720$876.2 萬
Laurion Capital Management LP13,624$811.0 萬
Fosun International Ltd12,300$704.2 萬
Tairen Capital Ltd10,600$631.0 萬
Elo Mutual Pension Insurance Co10,389$618.4 萬
Alight Capital Management LP10,000$595.2 萬
Crestline Management, LP7,500$446.4 萬
Cipher Capital LP7,428$442.1 萬
Itau Unibanco Holding S.A.6,500$386.9 萬
Point72 Hong Kong Ltd5,872$349.5 萬
Sepio Capital, LP5,087$302.8 萬
Banco de Sabadell, S.A4,855$281.3 萬
AAFMAA Wealth Management & Trust LLC4,000$238.0 萬
Valeo Financial Advisors, LLC3,760$223.8 萬
Phoenix Holdings Ltd.3,448$197.7 萬
Sowell Financial Services LLC3,043$187.9 萬
CAMG Solamere Management, LLC2,841$169.1 萬
LS Investment Advisors, LLC2,809$167.2 萬
SG3 Management, LLC2,500$148.8 萬
Glaxis Capital Management, LLC2,101$125.1 萬
Sassicaia Capital Advisers LLC2,100$125.0 萬
IPG Investment Advisors LLC1,912$113.8 萬
Advisors Preferred, LLC1,686$107.8 萬
Weld Capital Management LLC1,732$103.1 萬
Shay Capital LLC1,597$95.1 萬
IAM Advisory, LLC1,464$90.4 萬
Voya Financial Advisors, Inc.1,574$90.1 萬
L2 Asset Management, LLC1,434$85.4 萬
Ameritas Investment Company, LLC1,229$73.2 萬
Jump Financial, LLC1,020$60.7 萬
Evercore Wealth Management, LLC715$42.6 萬
AXS Investments LLC710$42.3 萬
Gyon Technologies Capital Management, LP690$41.1 萬
WESPAC Advisors, LLC644$38.3 萬
Perpetual Investment Management Ltd600$35.6 萬
Q3 Asset Management562$33.9 萬
Ground Swell Capital, LLC552$32.9 萬
Evergreen Capital Management LLC510$30.4 萬
Maven Securities LTD482$28.5 萬
Legacy Financial Advisors, Inc.407$24.2 萬
Banco BTG Pactual S.A.401$23.9 萬
Grant Street Asset Management, Inc.385$22.9 萬
Cypress Wealth Services, LLC377$22.4 萬
Citizens Financial Group Inc346$20.6 萬
Wealthstreet Investment Advisors, LLC338$20.2 萬
Ferris Capital, LLC336$20.0 萬
Eudaimonia Partners, LLC269$16.0 萬
Northwest Investment Counselors, LLC222$13.2 萬
Stephenson National Bank & Trust217$12.9 萬
RMR Wealth Builders212$12.6 萬
Sumitomo Mitsui Financial Group, Inc.176$10.1 萬
Retirement Group, LLC94$5.60 萬
Sun Life Financial INC84$5.00 萬
Wealthcare Capital Management LLC62$3.70 萬
Dividend Assets Capital, LLC59$3.50 萬
QVR LLC39$2.30 萬
Exane Derivatives37$2.20 萬
Meridian Wealth Partners, LLC38$2.20 萬
Wealthcare Advisory Partners LLC32$1.90 萬
RBA Wealth Management, LLC30$1.79 萬
Mascoma Wealth Management LLC28$1.70 萬
Hanson & Doremus Investment Management18$1.10 萬
MPS Loria Financial Planners, LLC15$8,000
Total Clarity Wealth Management, Inc.9$5,000
Grandview Asset Management LLC7$4,000

尚未申報 2021 年第 2 季的機構(14 家)

2021 年第 1 季季末持有 Lam Research Corp、還沒有申報 2021 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2021 年第 1 季持有 LRCX、尚未申報 2021 年第 2 季的機構
機構2021 年第 1 季股數2021 年第 1 季市值
Amundi Asset Management US, Inc.1,010,236$6.01 億
Hel Ved Capital Management Ltd36,400$1,957 萬
Bokf, NA14,834$883.0 萬
TCF National Bank4,336$258.1 萬
E Fund Management Co., Ltd.3,337$198.6 萬
OneAscent Wealth Management LLC3,035$180.6 萬
OneAscent Financial Services LLC1,450$86.3 萬
Tealwood Asset Management Inc1,426$84.9 萬
Pillar Pacific Capital Management LLC1,044$62.1 萬
Rikoon Group, LLC1,025$61.1 萬
Pathway Financial Advisors LLC950$59.5 萬
Kaizen Financial Strategies632$37.6 萬
Sullivan, Bruyette, Speros & Blaney, LLC219$13.0 萬
CSat Investment Advisory, L.P.21$1.30 萬