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、6 筆賣出；2026 年第 2 季末有 3,142 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 13F 持有人
Lam Research Corp 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,315
- 較 2021 年第 1 季 +67 家
- 持有股數
- 1.17 億
- 較 2021 年第 1 季 −59.5 萬 (−0.5%)
- 總市值
- $763.3 億
- 較 2021 年第 1 季 +$61.4 億 (+8.8%)
- 新進機構
- 143
- 另有 487 家加碼
- 清倉機構
- 76
- 另有 495 家減碼
另有 14 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 LRCX 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 3,142 | $4,635 億 |
| 2026 年第 1 季 | 2,651 | $2,213 億 |
| 2025 年第 4 季 | 2,395 | $1,839 億 |
| 2025 年第 3 季 | 2,110 | $1,365 億 |
| 2025 年第 2 季 | 1,882 | $1,027 億 |
| 2025 年第 1 季 | 1,801 | $757.6 億 |
| 2024 年第 4 季 | 1,695 | $749.3 億 |
| 2024 年第 3 季 | 1,469 | $800.7 億 |
| 2024 年第 2 季 | 1,793 | $1,165 億 |
| 2024 年第 1 季 | 1,732 | $1,070 億 |
| 2023 年第 4 季 | 1,632 | $869.7 億 |
| 2023 年第 3 季 | 1,451 | $697.1 億 |
| 2023 年第 2 季 | 1,434 | $727.1 億 |
| 2023 年第 1 季 | 1,366 | $604.5 億 |
| 2022 年第 4 季 | 1,347 | $475.0 億 |
| 2022 年第 3 季 | 1,273 | $415.7 億 |
| 2022 年第 2 季 | 1,310 | $478.8 億 |
| 2022 年第 1 季 | 1,391 | $604.2 億 |
| 2021 年第 4 季 | 1,461 | $829.2 億 |
| 2021 年第 3 季 | 1,301 | $657.6 億 |
| 2021 年第 2 季 | 1,315 | $763.3 億 |
| 2021 年第 1 季 | 1,262 | $708.3 億 |
2021 年第 2 季持有機構
每家機構持有 Lam Research Corp 的股數、市值與佔組合比重；股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Millennium Management LLC | 116,131 | $7,557 萬 | 0.10% | −70,409−37.7% | 減碼 |
| Agf Investments Inc. | 116,392 | $7,574 萬 | 0.57% | −16,077−12.1% | 減碼 |
| Raymond James & Associates | 123,411 | $8,031 萬 | 0.07% | −10,104−7.6% | 減碼 |
| Huntington National Bank | 127,150 | $8,274 萬 | 0.83% | +10,518+9.0% | 加碼 |
| Nomura Asset Management Co Ltd | 129,643 | $8,436 萬 | 0.49% | +18,617+16.8% | 加碼 |
| Russell Investments Group, Ltd. | 134,200 | $8,733 萬 | 0.15% | +21,387+19.0% | 加碼 |
| Platinum Investment Management Ltd | 134,326 | $8,741 萬 | 2.02% | +951+0.7% | 加碼 |
| Great West Life Assurance Co | 136,440 | $8,871 萬 | 0.20% | −4,613−3.3% | 減碼 |
| Manufacturers Life Insurance Company, The | 137,967 | $8,978 萬 | 0.07% | −3,018−2.1% | 減碼 |
| Pinnacle Associates Ltd | 140,851 | $9,165 萬 | 1.66% | −13,715−8.9% | 減碼 |
| William Blair Investment Management, LLC | 142,015 | $9,241 萬 | 0.29% | −8,033−5.4% | 減碼 |
| Lansdowne Partners (UK) LLP | 145,353 | $9,458 萬 | 4.18% | −74,228−33.8% | 減碼 |
| PointState Capital LP | 145,986 | $9,499 萬 | 2.25% | +2,796+2.0% | 加碼 |
| Captrust Financial Advisors | 149,568 | $9,752 萬 | 0.91% | −2,020−1.3% | 減碼 |
| Scge Management, L.P. | 150,000 | $9,761 萬 | 0.91% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 151,575 | $9,863 萬 | 0.06% | +8,911+6.2% | 加碼 |
| STRS Ohio | 151,911 | $9,885 萬 | 0.36% | −21,008−12.1% | 減碼 |
| USS Investment Management Ltd | 156,021 | $1.02 億 | 0.82% | 00.0% | 不變 |
| Schroder Investment Management Group | 162,348 | $1.06 億 | 0.13% | +35,578+28.1% | 加碼 |
| Avalon Investment & Advisory | 165,129 | $1.07 億 | 2.38% | −2,248−1.3% | 減碼 |
| New York State Teachers Retirement System | 168,627 | $1.10 億 | 0.23% | −10,631−5.9% | 減碼 |
| LSV Asset Management | 169,040 | $1.10 億 | 0.19% | −147,282−46.6% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 171,418 | $1.12 億 | 0.31% | +21,803+14.6% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 172,281 | $1.12 億 | 1.06% | −115,708−40.2% | 減碼 |
| ProShare Advisors LLC | 176,241 | $1.15 億 | 0.34% | −8,638−4.7% | 減碼 |
| 1832 Asset Management L.P. | 177,429 | $1.15 億 | 0.22% | −3,211−1.8% | 減碼 |
| State Board of Administration of Florida Retirement System | 185,279 | $1.21 億 | 0.23% | −5,379−2.8% | 減碼 |
| Epoch Investment Partners, Inc. | 187,064 | $1.22 億 | 0.65% | −124,800−40.0% | 減碼 |
| Los Angeles Capital Management LLC | 187,900 | $1.22 億 | 0.54% | −19,858−9.6% | 減碼 |
| DekaBank Deutsche Girozentrale | 189,182 | $1.22 億 | 0.36% | +76,775+68.3% | 加碼 |
| Pendal Group Limited | 188,473 | $1.23 億 | 1.13% | +3,926+2.1% | 加碼 |
| Bessemer Group Inc | 188,842 | $1.23 億 | 0.27% | +17,107+10.0% | 加碼 |
| Swedbank AB | 197,543 | $1.29 億 | 0.24% | +7,717+4.1% | 加碼 |
| Federated Hermes, Inc. | 198,506 | $1.29 億 | 0.24% | +1,369+0.7% | 加碼 |
| Jennison Associates LLC | 199,940 | $1.30 億 | 0.09% | +151,441+312.3% | 加碼 |
| Frontier Capital Management Co LLC | 201,430 | $1.31 億 | 0.96% | −25,851−11.4% | 減碼 |
| Eventide Asset Management, LLC | 204,446 | $1.33 億 | 1.79% | 00.0% | 不變 |
| National Pension Service | 205,151 | $1.33 億 | 0.25% | +3,004+1.5% | 加碼 |
| State of Wisconsin Investment Board | 210,561 | $1.37 億 | 0.28% | −4,921−2.3% | 減碼 |
| AQR Capital Management LLC | 223,712 | $1.45 億 | 0.25% | −30,346−11.9% | 減碼 |
| Ninety One UK Ltd | 222,944 | $1.45 億 | 0.38% | −8,209−3.6% | 減碼 |
| Rhumbline Advisers | 233,033 | $1.52 億 | 0.20% | −15,263−6.1% | 減碼 |
| Rafferty Asset Management, LLC | 233,761 | $1.52 億 | 0.96% | −13,914−5.6% | 減碼 |
| Principal Financial Group Inc | 235,425 | $1.53 億 | 0.10% | −5,224−2.2% | 減碼 |
| TD Asset Management Inc | 244,113 | $1.56 億 | 0.16% | −29,191−10.7% | 減碼 |
| Alliancebernstein L.P. | 246,438 | $1.60 億 | 0.06% | −79,958−24.5% | 減碼 |
| HSBC Holdings PLC | 255,899 | $1.66 億 | 0.20% | +108,329+73.4% | 加碼 |
| California State Teachers Retirement System | 255,674 | $1.66 億 | 0.21% | −16,314−6.0% | 減碼 |
| Aspex Management (HK) Ltd | 262,907 | $1.71 億 | 5.60% | 00.0% | 不變 |
| Credit Suisse AG | 265,517 | $1.73 億 | 0.13% | −36,333−12.0% | 減碼 |
| Susquehanna International Group, LLP | 266,547 | $1.73 億 | 0.19% | −52,084−16.3% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 268,270 | $1.75 億 | 0.34% | +6,300+2.4% | 加碼 |
| New York State Common Retirement Fund | 269,796 | $1.76 億 | 0.18% | +1,210+0.5% | 加碼 |
| Clearbridge Investments, LLC | 275,924 | $1.80 億 | 0.12% | −81,813−22.9% | 減碼 |
| Oaktop Capital Management II, L.P. | 285,246 | $1.86 億 | 26.57% | −10,008−3.4% | 減碼 |
| Canada Pension Plan Investment Board | 290,741 | $1.89 億 | 0.23% | +251,313+637.4% | 加碼 |
| Bank of Montreal | 292,425 | $1.91 億 | 0.10% | +6,421+2.2% | 加碼 |
| Capital International Investors | 317,763 | $2.07 億 | 0.05% | +123,980+64.0% | 加碼 |
| California Public Employees Retirement System | 322,050 | $2.10 億 | 0.16% | −9,396−2.8% | 減碼 |
| Citigroup Inc | 330,228 | $2.15 億 | 0.19% | −35,644−9.7% | 減碼 |
| Royal Bank of Canada | 370,824 | $2.41 億 | 0.07% | +43,505+13.3% | 加碼 |
| Prudential Financial Inc | 384,046 | $2.50 億 | 0.34% | +249,176+184.8% | 加碼 |
| The PNC Financial Services Group, Inc. | 387,170 | $2.52 億 | 0.23% | −48,603−11.2% | 減碼 |
| Voya Investment Management LLC | 388,297 | $2.53 億 | 0.49% | −231,722−37.4% | 減碼 |
| Deutsche Bank AG | 398,222 | $2.59 億 | 0.13% | −43,756−9.9% | 減碼 |
| Barclays PLC | 417,161 | $2.71 億 | 0.22% | +96,102+29.9% | 加碼 |
| Van Eck Associates Corp | 438,218 | $2.85 億 | 0.67% | −31,157−6.6% | 減碼 |
| Boston Partners | 450,300 | $2.93 億 | 0.37% | −107,047−19.2% | 減碼 |
| First Trust Advisors LP | 457,759 | $2.98 億 | 0.32% | +5,723+1.3% | 加碼 |
| Capital World Investors | 462,424 | $3.01 億 | 0.05% | +93,684+25.4% | 加碼 |
| Victory Capital Management Inc | 465,293 | $3.03 億 | 0.29% | −2,658−0.6% | 減碼 |
| Neuberger Berman Group LLC | 473,076 | $3.07 億 | 0.27% | −81,878−14.8% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 490,170 | $3.19 億 | 0.19% | −5,722−1.2% | 減碼 |
| Lord, Abbett & Co. LLC | 490,330 | $3.19 億 | 0.77% | +80,134+19.5% | 加碼 |
| Fred Alger Management, LLC | 527,115 | $3.43 億 | 0.81% | +11,199+2.2% | 加碼 |
| UBS Group AG | 563,375 | $3.67 億 | 0.15% | −21,128−3.6% | 減碼 |
| Alkeon Capital Management LLC | 572,068 | $3.72 億 | 1.32% | −50,000−8.0% | 減碼 |
| Coatue Management LLC大師Coatue | 579,419 | $3.77 億 | 1.46% | +579,419 | 新進 |
| Swiss National Bank | 582,732 | $3.79 億 | 0.23% | +28,888+5.2% | 加碼 |
| Parametric Portfolio Associates LLC | 591,246 | $3.85 億 | 0.22% | +2,597+0.4% | 加碼 |
| UBS Asset Management Americas Inc | 620,110 | $4.04 億 | 0.17% | −17,072−2.7% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 654,054 | $4.26 億 | 2.13% | +1,553+0.2% | 加碼 |
| Price T Rowe Associates Inc | 663,644 | $4.32 億 | 0.04% | −81,191−10.9% | 減碼 |
| Charles Schwab Investment Management Inc | 687,760 | $4.48 億 | 0.15% | +8,577+1.3% | 加碼 |
| Capital Research Global Investors | 740,802 | $4.82 億 | 0.11% | −8,372−1.1% | 減碼 |
| Nordea Investment Management AB | 778,842 | $5.07 億 | 0.68% | −101,398−11.5% | 減碼 |
| Dimensional Fund Advisors LP | 781,324 | $5.08 億 | 0.16% | −26,129−3.2% | 減碼 |
| Goldman Sachs Group Inc | 884,604 | $5.76 億 | 0.16% | −17,463−1.9% | 減碼 |
| Morgan Stanley | 951,434 | $6.19 億 | 0.08% | +274,306+40.5% | 加碼 |
| Amundi | 961,666 | $6.26 億 | 0.43% | +961,666 | 新進 |
| Wellington Management Group LLP | 1,002,793 | $6.53 億 | 0.11% | −252,458−20.1% | 減碼 |
| Legal & General Group Plc | 1,028,946 | $6.70 億 | 0.22% | −19,941−1.9% | 減碼 |
| Invesco Ltd. | 1,028,972 | $6.70 億 | 0.16% | +268,629+35.3% | 加碼 |
| Fisher Asset Management, LLC | 1,066,557 | $6.94 億 | 0.44% | +52,962+5.2% | 加碼 |
| Wells Fargo & Company | 1,094,457 | $7.12 億 | 0.16% | −28,963−2.6% | 減碼 |
| Pictet Asset Management Ltd | 1,094,547 | $7.12 億 | 0.78% | −264,979−19.5% | 減碼 |
| Bank of America Corp | 1,110,263 | $7.22 億 | 0.08% | +31,499+2.9% | 加碼 |
| Franklin Resources Inc | 1,180,573 | $7.68 億 | 0.29% | −51,845−4.2% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,189,668 | $7.74 億 | 1.28% | +1300.0% | 加碼 |
| Allianz Asset Management GmbH | 1,416,807 | $9.22 億 | 0.83% | +75,300+5.6% | 加碼 |