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 13F 持有人
Lam Research Corp 在 2021/9/30 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
- 1,301
- 較 2021 年第 2 季 −1 家
- 持有股數
- 1.16 億
- 較 2021 年第 2 季 −65.8 萬 (−0.6%)
- 總市值
- $657.6 億
- 較 2021 年第 2 季 −$98.0 億 (−13.0%)
- 新進機構
- 122
- 另有 510 家加碼
- 清倉機構
- 123
- 另有 463 家減碼
另有 13 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Scge Management, L.P. | 150,000 | $8,537 萬 | 0.79% | 00.0% | 不變 |
| STRS Ohio | 148,040 | $8,426 萬 | 0.32% | −3,871−2.5% | 減碼 |
| Parallax Volatility Advisers, L.P. | 139,648 | $7,948 萬 | 0.85% | +77,606+125.1% | 加碼 |
| Bank of Nova Scotia | 138,829 | $7,901 萬 | 0.14% | +87,642+171.2% | 加碼 |
| Great West Life Assurance Co | 136,577 | $7,823 萬 | 0.18% | +137+0.1% | 加碼 |
| Pinnacle Associates Ltd | 136,791 | $7,786 萬 | 1.44% | −4,060−2.9% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 134,596 | $7,661 萬 | 0.17% | +34,780+34.8% | 加碼 |
| Nomura Asset Management Co Ltd | 134,594 | $7,660 萬 | 0.43% | +4,951+3.8% | 加碼 |
| Platinum Investment Management Ltd | 133,951 | $7,624 萬 | 2.15% | −375−0.3% | 減碼 |
| Jane Street Group, LLC | 132,639 | $7,549 萬 | 0.19% | +128,748+3,308.9% | 加碼 |
| Manufacturers Life Insurance Company, The | 132,163 | $7,522 萬 | 0.06% | −5,804−4.2% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 131,534 | $7,486 萬 | 0.19% | −39,884−23.3% | 減碼 |
| LSV Asset Management | 128,080 | $7,290 萬 | 0.13% | −40,960−24.2% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 126,502 | $7,200 萬 | 0.45% | +11,324+9.8% | 加碼 |
| 1832 Asset Management L.P. | 125,756 | $7,182 萬 | 0.13% | −51,673−29.1% | 減碼 |
| Frontier Capital Management Co LLC | 121,556 | $6,918 萬 | 0.54% | −79,874−39.7% | 減碼 |
| Wolverine Trading, LLC | 120,790 | $6,855 萬 | 1.41% | +54,397+81.9% | 加碼 |
| Raymond James & Associates | 116,698 | $6,642 萬 | 0.06% | −6,713−5.4% | 減碼 |
| Wedge Capital Management L L P | 116,316 | $6,620 萬 | 0.86% | +19,332+19.9% | 加碼 |
| Marsico Capital Management LLC | 114,557 | $6,520 萬 | 2.00% | +17,843+18.4% | 加碼 |
| William Blair Investment Management, LLC | 113,426 | $6,456 萬 | 0.18% | −28,589−20.1% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 109,013 | $6,204 萬 | 0.10% | −1,080,655−90.8% | 減碼 |
| Guggenheim Capital LLC | 108,315 | $6,165 萬 | 0.37% | +12,013+12.5% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 107,218 | $6,102 萬 | 0.33% | −170−0.2% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 107,084 | $6,095 萬 | 0.39% | +2,300+2.2% | 加碼 |
| Worldquant Millennium Advisors LLC | 106,780 | $6,077 萬 | 1.33% | +105,616+9,073.5% | 加碼 |
| Ardevora Asset Management LLP | 105,473 | $6,003 萬 | 0.76% | +4,600+4.6% | 加碼 |
| Los Angeles Capital Management LLC | 105,206 | $5,988 萬 | 0.27% | −82,694−44.0% | 減碼 |
| HM Payson & Co | 101,974 | $5,804 萬 | 1.41% | +5,088+5.3% | 加碼 |
| Russell Investments Group, Ltd. | 101,694 | $5,784 萬 | 0.10% | −32,506−24.2% | 減碼 |
| RWC Asset Management LLP | 101,131 | $5,756 萬 | 1.76% | 00.0% | 不變 |
| Ci Investments Inc. | 100,626 | $5,727 萬 | 0.21% | +1,745+1.8% | 加碼 |
| Storebrand Asset Management AS | 99,683 | $5,673 萬 | 0.28% | −12,731−11.3% | 減碼 |
| Putnam Investments LLC | 99,471 | $5,661 萬 | 0.09% | +100+0.1% | 加碼 |
| Castleark Management LLC | 97,670 | $5,559 萬 | 2.13% | −13,245−11.9% | 減碼 |
| CastleArk Alternatives, LLC | 97,670 | $5,559 萬 | 2.13% | +97,670 | 新進 |
| Capital International Inc | 97,259 | $5,536 萬 | 0.53% | −15,742−13.9% | 減碼 |
| Associated Banc-Corp | 97,059 | $5,524 萬 | 2.18% | +9,029+10.3% | 加碼 |
| Agf Investments Inc. | 94,474 | $5,377 萬 | 0.41% | −21,918−18.8% | 減碼 |
| Schroder Investment Management Group | 94,248 | $5,364 萬 | 0.09% | −68,100−41.9% | 減碼 |
| Eaton Vance Management | 97,943 | $5,346 萬 | 0.07% | +1,203+1.2% | 加碼 |
| AMF Pensionsforsakring AB | 93,758 | $5,339 萬 | 0.39% | +5,254+5.9% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 93,654 | $5,330 萬 | 0.07% | +27,545+41.7% | 加碼 |
| Public Employees Retirement System of Ohio | 92,348 | $5,256 萬 | 0.19% | +600+0.7% | 加碼 |
| Toronto Dominion Bank | 88,766 | $5,052 萬 | 0.08% | −19,993−18.4% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 88,482 | $5,036 萬 | 0.18% | −3,304−3.6% | 減碼 |
| M&G Investment Management Ltd | 87,333 | $4,969 萬 | 0.24% | +6,033+7.4% | 加碼 |
| Huntington National Bank | 85,796 | $4,883 萬 | 0.49% | −41,354−32.5% | 減碼 |
| Truist Financial Corp | 85,626 | $4,873 萬 | 0.08% | −2,664−3.0% | 減碼 |
| State of New Jersey Common Pension Fund D | 83,878 | $4,774 萬 | 0.15% | +294+0.4% | 加碼 |
| Standard Life Aberdeen plc | 83,170 | $4,753 萬 | 0.11% | −16,773−16.8% | 減碼 |
| Rokos Capital Management LLP | 82,715 | $4,737 萬 | 7.14% | +82,715 | 新進 |
| State of Tennessee, Treasury Department | 79,470 | $4,523 萬 | 0.18% | +37,282+88.4% | 加碼 |
| Crosslink Capital Inc | 77,194 | $4,394 萬 | 7.93% | −230−0.3% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 75,908 | $4,320 萬 | 0.09% | −12,747−14.4% | 減碼 |
| Calamos Advisors LLC | 73,763 | $4,198 萬 | 0.20% | −19,999−21.3% | 減碼 |
| Robeco Institutional Asset Management B.V. | 73,208 | $4,166 萬 | 0.09% | −6,640−8.3% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72,183 | $4,108 萬 | 0.20% | +8,858+14.0% | 加碼 |
| Mackenzie Financial Corp | 72,014 | $4,099 萬 | 0.06% | −1,333−1.8% | 減碼 |
| LPL Financial LLC | 71,401 | $4,064 萬 | 0.04% | +1,119+1.6% | 加碼 |
| KBC Group NV | 71,344 | $4,061 萬 | 0.15% | +5,962+9.1% | 加碼 |
| Voya Investment Management LLC | 70,584 | $4,017 萬 | 0.08% | −317,713−81.8% | 減碼 |
| Stifel Financial Corp | 70,542 | $4,015 萬 | 0.06% | +9,428+15.4% | 加碼 |
| Nisa Investment Advisors, LLC | 68,912 | $3,922 萬 | 0.24% | +5,243+8.2% | 加碼 |
| Asset Management One Co.,Ltd. | 68,275 | $3,886 萬 | 0.15% | +38+0.1% | 加碼 |
| Thrivent Financial for Lutherans | 66,054 | $3,760 萬 | 0.08% | +23,891+56.7% | 加碼 |
| Blue Whale Capital LLP | 66,000 | $3,756 萬 | 3.57% | +66,000 | 新進 |
| ARS Investment Partners, LLC | 62,514 | $3,558 萬 | 3.56% | +355+0.6% | 加碼 |
| Oregon Public Employees Retirement Fund | 61,757 | $3,515 萬 | 0.40% | −3,781−5.8% | 減碼 |
| Northwestern Mutual Wealth Management Co | 61,554 | $3,503 萬 | 0.06% | +2,466+4.2% | 加碼 |
| Erste Asset Management GmbH | 61,186 | $3,498 萬 | 0.69% | +11,699+23.6% | 加碼 |
| Treasurer of the State of North Carolina | 60,154 | $3,424 萬 | 0.20% | +176+0.3% | 加碼 |
| Employees Provident Fund Board | 60,000 | $3,415 萬 | 0.56% | +60,000 | 新進 |
| Flputnam Investment Management Co | 58,403 | $3,324 萬 | 1.13% | +1,762+3.1% | 加碼 |
| Marlowe Partners LP | 58,273 | $3,317 萬 | 19.74% | 00.0% | 不變 |
| PGGM Investments | 57,821 | $3,291 萬 | 0.17% | +15,027+35.1% | 加碼 |
| Dana Investment Advisors, Inc. | 56,432 | $3,212 萬 | 1.45% | +847+1.5% | 加碼 |
| NZS Capital, LLC | 55,637 | $3,167 萬 | 3.13% | −5,824−9.5% | 減碼 |
| Mariner, LLC | 55,520 | $3,160 萬 | 0.16% | +3,976+7.7% | 加碼 |
| Janney Montgomery Scott LLC | 55,129 | $3,138 萬 | 0.13% | −9,922−15.3% | 減碼 |
| American International Group, Inc. | 55,029 | $3,132 萬 | 0.17% | −656−1.2% | 減碼 |
| Braun Stacey Associates Inc | 54,457 | $3,099 萬 | 1.24% | −1,317−2.4% | 減碼 |
| NN Investment Partners Holdings N.V. | 53,728 | $3,058 萬 | 0.17% | +1,291+2.5% | 加碼 |
| SEI Investments Co | 53,445 | $3,058 萬 | 0.06% | −15,304−22.3% | 減碼 |
| Man Group plc | 52,577 | $2,992 萬 | 0.11% | +6,467+14.0% | 加碼 |
| Arvest Bank Trust Division | 52,280 | $2,976 萬 | 1.67% | −1,241−2.3% | 減碼 |
| Renaissance Group LLC | 51,558 | $2,934 萬 | 1.27% | −250.0% | 減碼 |
| Teacher Retirement System of Texas | 51,372 | $2,924 萬 | 0.16% | −43,435−45.8% | 減碼 |
| Vontobel Holding Ltd. | 50,819 | $2,892 萬 | 0.26% | −3,886−7.1% | 減碼 |
| Royal London Asset Management Ltd | 50,583 | $2,878 萬 | 0.12% | −2,152−4.1% | 減碼 |
| Clark Capital Management Group, Inc. | 49,397 | $2,811 萬 | 0.38% | +1,502+3.1% | 加碼 |
| Retirement Systems of Alabama | 48,937 | $2,785 萬 | 0.10% | −3,234−6.2% | 減碼 |
| US Bancorp | 48,336 | $2,751 萬 | 0.05% | +2,539+5.5% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 47,641 | $2,712 萬 | 0.98% | +47,641 | 新進 |
| Korea Investment CORP | 47,400 | $2,698 萬 | 0.08% | −26,000−35.4% | 減碼 |
| Clearbridge Investments, LLC | 46,992 | $2,675 萬 | 0.02% | −228,932−83.0% | 減碼 |
| First Republic Investment Management, Inc. | 46,970 | $2,673 萬 | 0.07% | −29,899−38.9% | 減碼 |
| Harbor Island Capital LLC | 45,158 | $2,570 萬 | 13.54% | 00.0% | 不變 |
| Citadel Advisors LLC | 44,317 | $2,522 萬 | 0.03% | +18,450+71.3% | 加碼 |
| Heard Capital LLC | 44,077 | $2,509 萬 | 4.87% | +14,227+47.7% | 加碼 |