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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 3 季與 2021 年第 2 季比較

持有 Lam Research Corp 的機構從 2021 年第 2 季到 2021 年第 3 季的變化。

2021 年第 3 季全部持有人2021 年第 2 季全部持有人

LRCX 的 13F 持有人:2021 年第 2 季與 2021 年第 3 季比較
項目2021 年第 2 季其中尚未申報 2021 年第 3 季2021 年第 3 季變化
持有家數1,315131,301−1
股數1.17 億119.2 萬1.16 億−65.8 萬 (−0.6%)
市值$763.3 億$7.75 億$657.6 億−$98.0 億 (−13.0%)

13 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 季:沒申報不算清倉,所以變化不計入它們。

新進機構(122 家)

2021 年第 3 季季末持有 Lam Research Corp、2021 年第 2 季季末沒有持有的機構。

依市值列出前 100 家,共 122 家。

2021 年第 3 季新進 LRCX 的機構
機構股數市值佔組合 %
Pictet Asset Management SA1,044,551$5.95 億0.66%
Vulcan Value Partners, LLC896,631$5.10 億2.74%
Maj Invest Holding A/S616,997$3.51 億6.42%
WCM Investment Management, LLC521,021$2.97 億0.69%
Renaissance Technologies LLC180,056$1.02 億0.13%
CastleArk Alternatives, LLC97,670$5,559 萬2.13%
Rokos Capital Management LLP82,715$4,737 萬7.14%
Blue Whale Capital LLP66,000$3,756 萬3.57%
Employees Provident Fund Board60,000$3,415 萬0.56%
Badgley Phelps Wealth Managers, LLC47,641$2,712 萬0.98%
Capital Group Private Client Services, Inc.38,450$2,188 萬0.25%
Todd Asset Management LLC32,289$1,838 萬0.42%
Optimus Prime Fund Management Co., Ltd.20,000$1,138 萬0.81%
Liontrust Investment Partners LLP18,300$1,042 萬0.14%
Cypress Capital, LLC16,337$929.8 萬1.18%
Bokf, NA15,006$854.1 萬0.15%
Vestor Capital, LLC9,949$566.3 萬0.59%
Scholtz & Company, LLC8,113$461.8 萬1.63%
Artemis Wealth Advisors, LLC8,000$455.3 萬0.63%
Marshall & Sullivan Inc7,127$405.6 萬2.12%
Siemens Fonds Invest GmbH6,533$371.8 萬0.25%
Artemis Investment Management LLP6,390$363.5 萬0.03%
Edgestream Partners, L.P.6,382$363.2 萬0.22%
Marco Investment Management LLC6,027$343.0 萬0.38%
Susquehanna International Group Ltd.5,210$296.5 萬0.71%
Hendley & Co Inc4,742$269.9 萬0.94%
Sepio Capital, LP4,585$261.0 萬0.22%
Phoenix Holdings Ltd.3,967$224.6 萬0.04%
Pacifica Partners Inc.3,655$223.6 萬1.63%
ICICI Prudential Asset Management Co Ltd3,800$216.3 萬0.37%
Threadgill Financial, LLC3,789$209.1 萬1.74%
CenterStar Asset Management, LLC–$170.3 萬1.33%
E Fund Management Co., Ltd.2,873$163.9 萬0.07%
Valeo Financial Advisors, LLC2,699$153.6 萬0.09%
Cavalier Investments, LLC2,697$153.5 萬0.48%
Ativo Capital Management LLC2,661$151.5 萬0.71%
Sciencast Management LP2,725$151.0 萬0.43%
OPSEU Pension Plan Trust Fund2,622$148.0 萬0.37%
HRT Financial LP2,240$127.4 萬0.01%
U.S. Capital Wealth Advisors, LLC2,047$116.5 萬0.05%
Sassicaia Capital Advisers LLC2,000$113.8 萬3.22%
Polar Asset Management Partners Inc.1,978$112.6 萬0.01%
Palisade Capital Management LLC1,700$96.8 萬0.02%
JB Capital LLC1,609$91.6 萬0.12%
Cohen Klingenstein LLC1,500$85.4 萬0.04%
SG3 Management, LLC1,500$85.4 萬0.30%
Tealwood Asset Management Inc1,427$81.2 萬0.33%
IAM Advisory, LLC1,449$80.1 萬0.34%
Occudo Quantitative Strategies LP1,318$75.0 萬0.09%
Strong Tower Advisory Services1,310$71.3 萬0.42%
Strategy Asset Managers LLC1,228$69.9 萬0.16%
Maven Securities LTD1,226$69.8 萬0.08%
Oxbow Advisors, LLC1,183$67.3 萬0.07%
Ashton Thomas Private Wealth, LLC1,172$66.7 萬0.10%
Moneta Group Investment Advisors LLC1,091$62.1 萬0.03%
NorthCoast Asset Management LLC1,063$60.5 萬0.02%
Campbell & CO Investment Adviser LLC1,050$59.8 萬0.19%
WESPAC Advisors, LLC1,030$58.6 萬0.36%
Hollencrest Capital Management1,013$57.7 萬0.05%
Mechanics Bank Trust Department1,007$57.3 萬0.09%
qPULA Trading Management LP1,000$56.9 萬0.89%
Great Diamond Partners, LLC932$53.0 萬0.15%
Crescent Grove Advisors, LLC888$50.7 萬0.05%
Cito Capital Group, LLC800$45.7 萬0.21%
Frank, Rimerman Advisors LLC797$45.4 萬0.18%
Q Capital Solutions750$42.7 萬0.31%
QVR LLC738$42.0 萬0.86%
Albert D Mason Inc717$40.8 萬0.26%
Burns Matteson Capital Management, LLC698$39.7 萬0.30%
Fundamentun, LLC623$35.5 萬0.06%
Kaizen Financial Strategies617$35.1 萬0.28%
Financial Advisory Corp600$34.2 萬0.23%
B. Riley Wealth Management, Inc.540$30.7 萬0.02%
Citizens Financial Group Inc523$29.8 萬0.01%
Ferris Capital, LLC485$29.8 萬0.06%
Americana Partners, LLC521$29.6 萬0.07%
55I, LLC516$29.4 萬0.01%
Nations Financial Group Inc,493$28.1 萬0.04%
Buckley Wealth Management, LLC468$26.6 萬0.09%
Evergreen Capital Management LLC448$25.5 萬0.01%
Camden Capital, LLC445$25.3 萬0.05%
Sather Financial Group Inc438$24.9 萬0.03%
Resonant Capital Advisors, LLC422$24.1 萬0.04%
Schmidt P J Investment Management Inc435$23.9 萬0.05%
Warther Private Wealth, LLC406$23.2 萬0.21%
Goodwin Daniel L401$22.9 萬0.11%
VeraBank, N.A.374$21.3 萬0.12%
First Affirmative Financial Network372$21.2 萬0.22%
Franklin Street Advisors Inc370$21.1 萬0.02%
Sterling Financial Planning, Inc.300$17.1 萬0.11%
Vaughan Nelson Investment Management, L.P.180$10.2 萬0.00%
Advanced Research Investment Solutions, LLC143$8.16 萬0.04%
PFG Private Wealth Management, LLC128$7.30 萬0.04%
Kozak & Associates, Inc.108$6.80 萬0.04%
Archer Investment Corp100$5.71 萬0.02%
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.100$5.70 萬0.05%
Hartford Financial Management Inc.97$5.50 萬0.01%
TCTC Holdings, LLC95$5.40 萬0.00%
Benjamin Edwards Inc81$4.60 萬0.03%
O'Dell Group, LLC67$3.80 萬0.01%

清倉機構(123 家)

2021 年第 2 季季末持有 Lam Research Corp、2021 年第 3 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 123 家。

2021 年第 3 季清倉 LRCX 的機構
機構2021 年第 2 季股數2021 年第 2 季市值
PointState Capital LP145,986$9,499 萬
Lansdowne Partners (UK) LLP145,353$9,458 萬
Marshall Wace North America L.P.79,773$5,191 萬
Jackson Wealth Management, LLC47,766$3,108 萬
Capital Bank & Trust Co37,863$2,464 萬
Bridgewater Associates, LP36,506$2,375 萬
Soros Capital Management LLC32,176$2,094 萬
Key Square Capital Management LLC18,746$1,220 萬
Qube Research & Technologies Ltd17,875$1,163 萬
Totem Point Management, LLC14,323$932.0 萬
BP PLC12,351$803.2 萬
Bornite Capital Management LP12,000$780.8 萬
Clough Capital Partners L P11,535$750.6 萬
ExodusPoint Capital Management, LP11,256$732.4 萬
Rothschild & Co Asset Management US Inc.8,763$570.2 萬
Paloma Partners Management Co6,965$453.3 萬
Trexquant Investment LP5,635$366.7 萬
Distillate Capital Partners LLC5,161$335.8 萬
F/M Investments LLC4,742$308.6 萬
Hexavest Inc.4,613$300.2 萬
Waratah Capital Advisors Ltd.4,530$294.8 萬
FORA Capital, LLC4,135$269.1 萬
Sycomore Asset Management3,978$250.8 萬
Stoneridge Investment Partners LLC3,354$218.2 萬
Rothschild Investment Corp3,193$207.8 萬
Patton Fund Management, Inc.3,141$204.4 萬
Fulcrum Asset Management LLP–$190.6 萬
LMR Partners LLP2,716$176.7 萬
Leverage Partners Absolute Return Fund SPC2,540$165.3 萬
Tuttle Tactical Management2,521$164.0 萬
Advent Capital Management2,399$156.1 萬
Redhawk Wealth Advisors, Inc.2,358$153.4 萬
Redwood Investment Management, LLC2,011$130.9 萬
Claybrook Capital, LLC1,887$122.8 萬
Quantitative Investment Management, LLC1,864$121.2 萬
O'Neil Global Advisors, Inc.1,800$117.1 萬
Arden Trust Co1,724$112.2 萬
Barometer Capital Management Inc.1,700$110.6 萬
Advisor Resource Council1,644$107.0 萬
Roman Butler Fullerton & Co1,636$106.5 萬
Nwam LLC1,621$105.5 萬
Standard Family Office LLC1,542$100.3 萬
Algert Global LLC1,405$91.4 萬
Gries Financial LLC1,405$91.3 萬
Human Investing LLC1,394$90.7 萬
Lombard Odier Asset Management (Switzerland) SA1,288$83.8 萬
Dynamic Technology Lab Private Ltd1,257$81.8 萬
Echo Street Capital Management LLC1,225$79.7 萬
J. Goldman & Co LP1,211$78.8 萬
Banco Santander, S.A.1,198$78.0 萬
Two Sigma Securities, LLC1,178$76.7 萬
Fayez Sarofim & Co1,131$73.6 萬
Thames Capital Management LLC1,091$71.0 萬
Y-Intercept (Hong Kong) Ltd955$62.1 萬
CWM Advisors, LLC947$61.6 萬
Lake Street Advisors Group, LLC1,035$60.4 萬
XTX Topco Ltd915$59.5 萬
Jupiter Asset Management Ltd912$59.3 萬
Stanley-Laman Group, Ltd.907$59.0 萬
Quilter Plc853$55.5 萬
SkyView Investment Advisors, LLC909$54.1 萬
Virginia Retirement Systems Et Al800$52.1 萬
Truadvice, LLC830$51.7 萬
Graticule Asia Macro Advisors LLC760$49.5 萬
Teza Capital Management LLC669$43.5 萬
Gilbert & Cook, Inc.660$42.9 萬
Bluestein R H & Co650$42.3 萬
Intact Investment Management Inc.600$39.0 萬
Fox Run Management, L.L.C.571$37.2 萬
Precision Wealth Strategies, LLC560$36.4 萬
Sequoia Financial Advisors, LLC527$34.3 萬
Prelude Capital Management, LLC514$33.5 萬
Alpha Paradigm Partners, LLC508$33.1 萬
Centiva Capital, LP507$33.0 萬
Clare Market Investments LLC475$30.9 萬
West Family Investments, Inc.464$30.2 萬
InterOcean Capital Group, LLC429$27.9 萬
Capital Investment Advisors, LLC396$25.7 萬
Beacon Financial Group417$25.3 萬
Texas Yale Capital Corp.384$25.0 萬
Spotlight Asset Group, Inc.381$24.8 萬
Keel Point, LLC377$24.6 萬
Trust Co of Oklahoma376$24.5 萬
Machina Capital S.A.S.369$24.0 萬
Arete Wealth Advisors, LLC407$23.8 萬
Gitterman Wealth Management, LLC366$23.8 萬
Jaffetilchin Investment Partners, LLC372$23.4 萬
Interchange Capital Partners, LLC359$23.3 萬
BSW Wealth Partners355$23.1 萬
Frisch Financial Group, Inc.353$23.0 萬
Advisory Resource Group351$22.8 萬
Capital Asset Advisory Services LLC345$22.5 萬
Williams Jones Wealth Management, LLC.344$22.4 萬
Eastern Bank337$21.9 萬
Ssi Investment Management LLC327$21.5 萬
Poehling Capital Management, LLC330$21.5 萬
SignalPoint Asset Management, LLC323$21.0 萬
Lester Murray Antman dba SimplyRich324$21.0 萬
KLCM Advisors, Inc.317$20.6 萬
Twin Focus Capital Partners, LLC315$20.5 萬

尚未申報 2021 年第 3 季的機構(13 家)

2021 年第 2 季季末持有 Lam Research Corp、還沒有申報 2021 年第 3 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2021 年第 2 季持有 LRCX、尚未申報 2021 年第 3 季的機構
機構2021 年第 2 季股數2021 年第 2 季市值
Pictet Asset Management Ltd1,094,547$7.12 億
Badgley Phelps & Bell Inc46,398$3,019 萬
QS Investors, LLC26,823$1,745 萬
First Horizon Corp11,938$776.8 萬
Usca Ria LLC7,454$485.0 萬
Bel Air Investment Advisors LLC2,245$146.1 萬
CWM, LLC988$64.3 萬
Nachman Norwood & Parrott, Inc448$29.2 萬
Glenview State Bank Trust Dept.340$22.1 萬
Western Wealth Management, LLC336$22.1 萬
GoalVest Advisory LLC100$6.50 萬
San Francisco Sentry Investment Group (Ca)26$1.70 萬
Hoover Financial Advisors, Inc.12$8,000