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 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 | 3,143 | $4,635 億 |
| 2026 年第 1 季 | 2,652 | $2,213 億 |
| 2025 年第 4 季 | 2,396 | $1,839 億 |
| 2025 年第 3 季 | 2,111 | $1,365 億 |
| 2025 年第 2 季 | 1,883 | $1,027 億 |
| 2025 年第 1 季 | 1,802 | $757.6 億 |
| 2024 年第 4 季 | 1,696 | $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 |
|---|---|---|---|---|---|
| Scge Management, L.P. | 150,000 | $9,761 萬 | 0.91% | 00.0% | 不變 |
| Captrust Financial Advisors | 149,568 | $9,752 萬 | 0.91% | −2,020−1.3% | 減碼 |
| PointState Capital LP | 145,986 | $9,499 萬 | 2.25% | +2,796+2.0% | 加碼 |
| Lansdowne Partners (UK) LLP | 145,353 | $9,458 萬 | 4.18% | −74,228−33.8% | 減碼 |
| William Blair Investment Management, LLC | 142,015 | $9,241 萬 | 0.29% | −8,033−5.4% | 減碼 |
| Pinnacle Associates Ltd | 140,851 | $9,165 萬 | 1.66% | −13,715−8.9% | 減碼 |
| Manufacturers Life Insurance Company, The | 137,967 | $8,978 萬 | 0.07% | −3,018−2.1% | 減碼 |
| Great West Life Assurance Co | 136,440 | $8,871 萬 | 0.20% | −4,613−3.3% | 減碼 |
| Platinum Investment Management Ltd | 134,326 | $8,741 萬 | 2.02% | +951+0.7% | 加碼 |
| Russell Investments Group, Ltd. | 134,200 | $8,733 萬 | 0.15% | +21,387+19.0% | 加碼 |
| Nomura Asset Management Co Ltd | 129,643 | $8,436 萬 | 0.49% | +18,617+16.8% | 加碼 |
| Huntington National Bank | 127,150 | $8,274 萬 | 0.83% | +10,518+9.0% | 加碼 |
| Raymond James & Associates | 123,411 | $8,031 萬 | 0.07% | −10,104−7.6% | 減碼 |
| Agf Investments Inc. | 116,392 | $7,574 萬 | 0.57% | −16,077−12.1% | 減碼 |
| Millennium Management LLC | 116,131 | $7,557 萬 | 0.10% | −70,409−37.7% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 115,178 | $7,495 萬 | 0.48% | +896+0.8% | 加碼 |
| Capital International Inc | 113,001 | $7,353 萬 | 0.66% | −7,894−6.5% | 減碼 |
| Storebrand Asset Management AS | 112,414 | $7,315 萬 | 0.36% | +19,726+21.3% | 加碼 |
| Castleark Management LLC | 110,915 | $7,217 萬 | 2.42% | −7,950−6.7% | 減碼 |
| Toronto Dominion Bank | 108,759 | $7,077 萬 | 0.11% | +22,861+26.6% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 107,388 | $6,988 萬 | 0.43% | +735+0.7% | 加碼 |
| RWC Asset Management LLP | 101,131 | $6,581 萬 | 1.88% | −3,355−3.2% | 減碼 |
| Ardevora Asset Management LLP | 100,873 | $6,564 萬 | 0.83% | +17,899+21.6% | 加碼 |
| Standard Life Aberdeen plc | 99,943 | $6,503 萬 | 0.14% | +8,179+8.9% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 99,816 | $6,492 萬 | 0.14% | −9,909−9.0% | 減碼 |
| Putnam Investments LLC | 99,371 | $6,466 萬 | 0.10% | −600−0.6% | 減碼 |
| Jacobs Levy Equity Management, Inc | 99,112 | $6,449 萬 | 0.44% | +99,112 | 新進 |
| Ci Investments Inc. | 98,881 | $6,434 萬 | 0.24% | +65,409+195.4% | 加碼 |
| Wedge Capital Management L L P | 96,984 | $6,311 萬 | 0.77% | −21,184−17.9% | 減碼 |
| HM Payson & Co | 96,886 | $6,304 萬 | 1.54% | +8,640+9.8% | 加碼 |
| Eaton Vance Management | 96,740 | $6,295 萬 | 0.08% | +4,590+5.0% | 加碼 |
| Marsico Capital Management LLC | 96,714 | $6,293 萬 | 1.56% | −25,045−20.6% | 減碼 |
| Guggenheim Capital LLC | 96,302 | $6,266 萬 | 0.37% | +11,082+13.0% | 加碼 |
| Teacher Retirement System of Texas | 94,807 | $6,169 萬 | 0.34% | +15,117+19.0% | 加碼 |
| Calamos Advisors LLC | 93,762 | $6,101 萬 | 0.30% | −2,033−2.1% | 減碼 |
| Voloridge Investment Management, LLC | 92,547 | $6,022 萬 | 0.42% | +80,277+654.3% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 91,786 | $5,973 萬 | 0.20% | −5,033−5.2% | 減碼 |
| Public Employees Retirement System of Ohio | 91,748 | $5,970 萬 | 0.21% | −1,106−1.2% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 88,655 | $5,769 萬 | 0.12% | +33,155+59.7% | 加碼 |
| AMF Pensionsforsakring AB | 88,504 | $5,763 萬 | 0.40% | −67,092−43.1% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 104,784 | $5,749 萬 | 0.45% | +104,784 | 新進 |
| Truist Financial Corp | 88,290 | $5,745 萬 | 0.09% | +3,360+4.0% | 加碼 |
| Associated Banc-Corp | 88,030 | $5,728 萬 | 2.27% | −1,788−2.0% | 減碼 |
| Lazard Asset Management LLC | 85,844 | $5,586 萬 | 0.06% | +78,894+1,135.2% | 加碼 |
| State of New Jersey Common Pension Fund D | 83,584 | $5,439 萬 | 0.18% | −1,501−1.8% | 減碼 |
| Mackay Shields LLC | 81,694 | $5,316 萬 | 0.50% | +40,991+100.7% | 加碼 |
| M&G Investment Management Ltd | 81,300 | $5,293 萬 | 0.28% | −13,389−14.1% | 減碼 |
| BNP Paribas Arbitrage, SA | 80,515 | $5,239 萬 | 0.10% | −106,816−57.0% | 減碼 |
| Robeco Institutional Asset Management B.V. | 79,848 | $5,196 萬 | 0.12% | −10,520−11.6% | 減碼 |
| Marshall Wace North America L.P. | 79,773 | $5,191 萬 | 0.22% | −15,407−16.2% | 減碼 |
| Crosslink Capital Inc | 77,424 | $5,038 萬 | 8.33% | −22,704−22.7% | 減碼 |
| First Republic Investment Management, Inc. | 76,869 | $5,002 萬 | 0.13% | +8,536+12.5% | 加碼 |
| Squarepoint Ops LLC | 75,163 | $4,891 萬 | 0.36% | +30,647+68.8% | 加碼 |
| Korea Investment CORP | 73,400 | $4,776 萬 | 0.14% | +38,700+111.5% | 加碼 |
| Mackenzie Financial Corp | 73,347 | $4,773 萬 | 0.07% | +5,683+8.4% | 加碼 |
| LPL Financial LLC | 70,282 | $4,573 萬 | 0.05% | +12,947+22.6% | 加碼 |
| SEI Investments Co | 68,749 | $4,497 萬 | 0.10% | +611+0.9% | 加碼 |
| Asset Management One Co.,Ltd. | 68,237 | $4,440 萬 | 0.17% | −4,596−6.3% | 減碼 |
| Wolverine Trading, LLC | 66,393 | $4,327 萬 | 1.17% | +30,318+84.0% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 66,109 | $4,302 萬 | 0.05% | −35,502−34.9% | 減碼 |
| Glenmede Trust Co NA | 66,015 | $4,296 萬 | 0.22% | −13,167−16.6% | 減碼 |
| Two Sigma Investments, LP | 65,826 | $4,283 萬 | 0.11% | +65,826 | 新進 |
| Oregon Public Employees Retirement Fund | 65,538 | $4,265 萬 | 0.48% | −14,010−17.6% | 減碼 |
| KBC Group NV | 65,382 | $4,254 萬 | 0.15% | −910−1.4% | 減碼 |
| Janney Montgomery Scott LLC | 65,051 | $4,233 萬 | 0.19% | −7,915−10.8% | 減碼 |
| Nisa Investment Advisors, LLC | 63,669 | $4,143 萬 | 0.26% | −1,987−3.0% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 63,325 | $4,121 萬 | 0.22% | +4,509+7.7% | 加碼 |
| Acadian Asset Management LLC | 62,906 | $4,094 萬 | 0.15% | +42,425+207.1% | 加碼 |
| ARS Investment Partners, LLC | 62,159 | $4,045 萬 | 4.12% | +142+0.2% | 加碼 |
| Parallax Volatility Advisers, L.P. | 62,042 | $4,037 萬 | 0.51% | −128,921−67.5% | 減碼 |
| NZS Capital, LLC | 61,461 | $3,999 萬 | 3.68% | +61,461 | 新進 |
| Stifel Financial Corp | 61,114 | $3,977 萬 | 0.06% | −1,411−2.3% | 減碼 |
| Treasurer of the State of North Carolina | 59,978 | $3,903 萬 | 0.23% | −440−0.7% | 減碼 |
| Northwestern Mutual Wealth Management Co | 59,088 | $3,845 萬 | 0.07% | +3,700+6.7% | 加碼 |
| Marlowe Partners LP | 58,273 | $3,792 萬 | 24.66% | −6,623−10.2% | 減碼 |
| Flputnam Investment Management Co | 56,641 | $3,686 萬 | 1.27% | −395−0.7% | 減碼 |
| Braun Stacey Associates Inc | 55,774 | $3,629 萬 | 1.41% | −1,763−3.1% | 減碼 |
| American International Group, Inc. | 55,685 | $3,623 萬 | 0.15% | −1,557−2.7% | 減碼 |
| Dana Investment Advisors, Inc. | 55,585 | $3,617 萬 | 1.61% | −145−0.3% | 減碼 |
| Vontobel Holding Ltd. | 54,705 | $3,566 萬 | 0.31% | +1,027+1.9% | 加碼 |
| FIL Ltd | 54,498 | $3,546 萬 | 0.04% | −98,920−64.5% | 減碼 |
| TCW Group Inc | 54,470 | $3,544 萬 | 0.31% | −1,508−2.7% | 減碼 |
| PEAK6 Investments LLC | 53,929 | $3,509 萬 | 0.94% | +53,929 | 新進 |
| Arvest Bank Trust Division | 53,521 | $3,483 萬 | 1.92% | −786−1.4% | 減碼 |
| Royal London Asset Management Ltd | 52,735 | $3,431 萬 | 0.14% | −2,056−3.8% | 減碼 |
| NN Investment Partners Holdings N.V. | 52,437 | $3,412 萬 | 0.18% | +3,929+8.1% | 加碼 |
| Retirement Systems of Alabama | 52,171 | $3,395 萬 | 0.12% | −1,131−2.1% | 減碼 |
| Renaissance Group LLC | 51,583 | $3,357 萬 | 1.41% | −2,730−5.0% | 減碼 |
| Mariner, LLC | 51,544 | $3,354 萬 | 0.21% | +11,904+30.0% | 加碼 |
| Bank of Nova Scotia | 51,187 | $3,331 萬 | 0.06% | +15,526+43.5% | 加碼 |
| AMP Capital Investors Ltd | 49,484 | $3,220 萬 | 0.15% | −665−1.3% | 減碼 |
| Erste Asset Management GmbH | 49,487 | $3,218 萬 | 0.64% | +6,243+14.4% | 加碼 |
| Aviva PLC | 48,804 | $3,176 萬 | 0.14% | +1,095+2.3% | 加碼 |
| Clark Capital Management Group, Inc. | 47,895 | $3,117 萬 | 0.44% | +1,238+2.7% | 加碼 |
| Jackson Wealth Management, LLC | 47,766 | $3,108 萬 | 3.93% | +20,833+77.4% | 加碼 |
| Candriam Luxembourg S.C.A. | 45,884 | $3,101 萬 | 0.21% | +32,010+230.7% | 加碼 |
| Badgley Phelps & Bell Inc | 46,398 | $3,019 萬 | 1.12% | +2,387+5.4% | 加碼 |
| Man Group plc | 46,110 | $3,000 萬 | 0.11% | +21,333+86.1% | 加碼 |
| Assenagon Asset Management S.A. | 45,847 | $2,983 萬 | 0.13% | −62,929−57.9% | 減碼 |
| US Bancorp | 45,797 | $2,980 萬 | 0.06% | +102+0.2% | 加碼 |