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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 4 季與 2021 年第 3 季比較

持有 Lam Research Corp 的機構從 2021 年第 3 季到 2021 年第 4 季的變化。

2021 年第 4 季全部持有人2021 年第 3 季全部持有人

LRCX 的 13F 持有人:2021 年第 3 季與 2021 年第 4 季比較
項目2021 年第 3 季其中尚未申報 2021 年第 4 季2021 年第 4 季變化
持有家數1,301191,461+179
股數1.16 億9.86 萬1.15 億−2,584 (0.0%)
市值$657.6 億$5,545 萬$829.2 億+$172.2 億 (+26.2%)

19 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(271 家)

2021 年第 4 季季末持有 Lam Research Corp、2021 年第 3 季季末沒有持有的機構。

依市值列出前 100 家,共 271 家。

2021 年第 4 季新進 LRCX 的機構
機構股數市值佔組合 %
Theleme Partners LLP215,000$1.55 億4.76%
Point72 Asset Management, L.P.151,100$1.09 億0.48%
Varenne Capital Partners143,591$1.03 億15.32%
Mizuho Markets Americas LLC127,013$9,134 萬4.81%
Clough Capital Partners L P63,310$4,553 萬3.06%
Holocene Advisors, LP57,780$4,155 萬0.22%
Polaris Wealth Advisory Group, LLC51,467$3,701 萬2.12%
Arvest Trust Co N A51,434$3,699 萬1.95%
Balyasny Asset Management LLC44,836$3,224 萬0.14%
Allspring Global Investments Holdings, LLC44,828$3,224 萬0.04%
Cavalry Management Group, LLC36,559$2,629 萬3.05%
LMR Partners LLP35,235$2,534 萬0.33%
One01 Capital, LP30,399$2,186 萬8.92%
Sora Investors LLC27,112$1,950 萬9.53%
J. Goldman & Co LP27,099$1,949 萬1.79%
Yousif Capital Management, LLC24,060$1,730 萬0.18%
Industrial Alliance Investment Management Inc.22,848$1,643 萬0.38%
Point72 Hong Kong Ltd22,749$1,636 萬1.38%
B. Metzler seel. Sohn & Co. AG16,493$1,185 萬0.15%
Palladium Partners LLC15,148$1,091 萬0.45%
Jackson Wealth Management, LLC15,027$1,081 萬1.37%
Harbor Capital Advisors, Inc.14,874$1,070 萬3.89%
Taika Capital, LP14,070$1,021 萬8.06%
Alight Capital Management LP13,000$934.9 萬3.04%
Harvard Management Co Inc12,521$900.4 萬0.85%
WBI Investments11,692$822.2 萬1.32%
Elo Mutual Pension Insurance Co10,627$764.2 萬0.21%
Goodman Advisory Group, LLC9,590$689.7 萬2.33%
Distillate Capital Partners LLC9,567$688.0 萬1.15%
McBroom & Associates, LLC9,226$663.5 萬4.99%
Altrafin AG9,113$655.4 萬2.37%
Virginia Retirement Systems Et Al8,000$575.3 萬0.05%
TD Waterhouse Canada Inc.7,792$563.4 萬0.05%
Aigen Investment Management, LP7,911$549.8 萬0.34%
Quantitative Investment Management, LLC7,468$537.0 萬0.75%
Yarbrough Capital, LLC7,308$525.6 萬0.28%
National Bank of Canada6,505$467.8 萬0.02%
Two Sigma Securities, LLC6,263$450.4 萬0.88%
Paloma Partners Management Co6,076$437.0 萬0.14%
Meitav Dash Investments Ltd5,833$421.4 萬0.07%
Primoris Wealth Advisors, LLC5,677$408.4 萬3.29%
Crestline Management, LP5,600$402.7 萬0.30%
Advisors Preferred, LLC6,013$368.7 萬0.36%
Intrepid Family Office LLC5,000$359.6 萬4.19%
FORA Capital, LLC4,834$347.6 萬1.35%
EFG Asset Management (North America) Corp.4,748$341.5 萬0.45%
Ewing Morris & Co. Investment Partners Ltd.3,620$329.9 萬2.25%
China Universal Asset Management Co., Ltd.4,150$299.0 萬0.71%
Stoneridge Investment Partners LLC3,844$276.4 萬1.27%
Sequoia Financial Advisors, LLC3,732$268.4 萬0.07%
Sycomore Asset Management3,600$261.6 萬0.40%
Lindenwold Advisors3,563$256.2 萬1.50%
Kingfisher Capital LLC3,554$255.6 萬0.59%
Palouse Capital Management, Inc.3,514$252.7 萬1.08%
Martin Capital Advisors, LLP3,310$238.0 萬1.47%
NorthCrest Asset Manangement, LLC2,982$214.5 萬0.12%
ExodusPoint Capital Management, LP2,717$195.4 萬0.02%
Susquehanna Fundamental Investments, LLC2,700$194.2 萬0.05%
White Knight Strategic Wealth Advisors, LLC2,623$188.6 萬1.97%
Laurel Wealth Advisors, Inc.2,395$172.2 萬0.13%
Joseph Group Capital Management2,370$170.4 萬1.64%
Alpha Cubed Investments, LLC2,238$160.9 萬0.11%
Livingston Group Asset Management CO (operating as Southport Capital Management)2,130$153.2 萬0.27%
Redwood Investment Management, LLC2,089$150.2 萬0.20%
Estate Counselors, LLC2,011$144.6 萬0.18%
Quantinno Capital Management LP1,915$137.7 萬0.25%
Lyon Street Capital, LLC1,854$133.3 萬1.33%
Barometer Capital Management Inc.1,852$133.2 萬0.22%
Y-Intercept (Hong Kong) Ltd1,775$127.6 萬0.30%
Advisor Resource Council1,721$123.8 萬0.10%
Highview Capital Management LLC1,664$119.7 萬0.78%
Wahed Invest LLC1,657$119.2 萬0.66%
Schechter Investment Advisors, LLC1,649$118.6 萬0.11%
Hennion & Walsh Asset Management, Inc.1,648$118.5 萬0.06%
Sender Co & Partners, Inc.1,629$117.1 萬0.75%
Jump Financial, LLC1,620$116.5 萬0.07%
Desjardins Global Asset Management Inc.1,587$114.1 萬0.10%
Benchmark Investment Advisors LLC1,568$112.8 萬0.93%
CWM, LLC1,549$111.4 萬0.01%
Roberts Capital Advisors, LLC1,526$109.7 萬1.02%
KRS Capital Management, LLC1,462$105.1 萬0.90%
Washington Trust Advisors, Inc.1,316$94.7 萬0.06%
Peterson Financial Group, Inc.1,315$94.5 萬0.77%
Ossiam1,307$94.0 萬0.02%
Prelude Capital Management, LLC1,245$89.5 萬0.04%
Metis Global Partners, LLC1,241$89.3 萬0.25%
Matthews International Capital Management LLC1,200$86.3 萬0.09%
Mill Capital Management, LLC1,185$85.2 萬0.09%
SC&H Financial Advisors, Inc.1,151$82.8 萬0.46%
Selway Asset Management1,125$80.9 萬0.38%
Alpine Global Management, LLC1,100$79.1 萬0.12%
Gyon Technologies Capital Management, LP1,083$77.9 萬0.14%
Connectus Wealth, LLC1,081$77.8 萬0.03%
MBB Public Markets I LLC1,075$77.3 萬0.02%
Laraway Financial Inc1,070$76.6 萬0.68%
XTX Topco Ltd1,038$74.6 萬0.42%
Modera Wealth Management, LLC981$70.6 萬0.03%
Lombard Odier Asset Management (Switzerland) SA931$67.0 萬0.04%
Guardian Wealth Advisors, LLC916$65.9 萬0.28%
Tyler-Stone Wealth Management907$65.2 萬0.35%

清倉機構(92 家)

2021 年第 3 季季末持有 Lam Research Corp、2021 年第 4 季有申報但已經沒有持有的機構。

2021 年第 4 季清倉 LRCX 的機構
機構2021 年第 3 季股數2021 年第 3 季市值
Two Sigma Investments, LP385,114$2.19 億
Aspex Management (HK) Ltd262,907$1.50 億
Worldquant Millennium Advisors LLC106,780$6,077 萬
CastleArk Alternatives, LLC97,670$5,559 萬
Arrowstreet Capital, Limited Partnership93,654$5,330 萬
Rokos Capital Management LLP82,715$4,737 萬
AMP Capital Investors Ltd43,718$2,488 萬
Todd Asset Management LLC32,289$1,838 萬
Picton Mahoney Asset Management21,610$1,230 萬
Achmea Investment Management B.V.21,224$1,208 萬
Optimus Prime Fund Management Co., Ltd.20,000$1,138 萬
Capstone Investment Advisors, LLC18,702$1,064 萬
PEAK6 Investments LLC18,655$1,062 萬
Walleye Trading LLC6,766$385.1 萬
Artemis Investment Management LLP6,390$363.5 萬
Virtu Financial LLC6,186$352.1 萬
Susquehanna International Group Ltd.5,210$296.5 萬
Quantbot Technologies LP4,141$235.6 萬
Phoenix Holdings Ltd.3,967$224.6 萬
Meeder Asset Management Inc3,637$206.9 萬
Quadrature Capital Ltd3,210$182.6 萬
Donoghue Forlines LLC3,123$177.7 萬
Pearl River Capital, LLC2,987$170.0 萬
Caas Capital Management LP2,900$165.1 萬
Sciencast Management LP2,725$151.0 萬
Wealth Enhancement Advisory Services, LLC2,642$145.1 萬
Capula Management Ltd2,448$139.3 萬
Sassicaia Capital Advisers LLC2,000$113.8 萬
Stevens Capital Management LP1,791$101.9 萬
Palisade Capital Management LLC1,700$96.8 萬
Cornerstone Investment Partners, LLC1,589$90.4 萬
Duality Advisers, LP1,517$86.3 萬
SG3 Management, LLC1,500$85.4 萬
Hobart Private Capital, LLC1,412$80.4 萬
IAM Advisory, LLC1,449$80.1 萬
Maven Securities LTD1,226$69.8 萬
Verdence Capital Advisors LLC1,220$69.4 萬
Wright Investors Service Inc1,131$64.4 萬
Beck Capital Management, LLC1,131$64.4 萬
Campbell & CO Investment Adviser LLC1,050$59.8 萬
Hollencrest Capital Management1,013$57.7 萬
qPULA Trading Management LP1,000$56.9 萬
Davy Global Fund Management Ltd914$52.0 萬
Cito Capital Group, LLC800$45.7 萬
Ambassador Advisors, LLC786$44.7 萬
McDonald Partners LLC763$43.4 萬
QVR LLC738$42.0 萬
Engineers Gate Manager LP696$39.6 萬
Pekin Hardy Strauss, Inc.690$39.3 萬
Contravisory Investment Management, Inc.684$38.9 萬
FFT Wealth Management LLC617$35.1 萬
Highland Capital Management, LLC600$34.1 萬
Koss-Olinger Consulting, LLC553$31.5 萬
WealthShield Partners, LLC526$29.9 萬
55I, LLC516$29.4 萬
Budros, Ruhlin & Roe, Inc.449$25.6 萬
Camden Capital, LLC445$25.3 萬
Blueshift Asset Management, LLC422$24.0 萬
Goodwin Daniel L401$22.9 萬
DRW Securities, LLC398$22.7 萬
Wealth Management Associates, Inc.390$22.2 萬
Kore Private Wealth LLC360$20.5 萬
Triasima Portfolio Management inc.360$20.5 萬
Global Retirement Partners, LLC236$13.4 萬
CX Institutional213$12.1 萬
Liberty Wealth Management LLC199$11.7 萬
Ronit Capital LLP200$11.4 萬
Vaughan Nelson Investment Management, L.P.180$10.2 萬
NuWave Investment Management, LLC156$8.90 萬
Advanced Research Investment Solutions, LLC143$8.16 萬
Bartlett & Co. Wealth Management LLC95$5.42 萬
Bartlett & Co. LLC95$5.40 萬
Carolina Wealth Advisors, LLC50$2.80 萬
Hoey Investments, Inc50$2.80 萬
D'Orazio & Associates, Inc.46$2.60 萬
Meridian Wealth Partners, LLC41$2.30 萬
Resolute Partners Group40$2.30 萬
Atlas Private Wealth Advisors39$2.20 萬
Counterpoint Mutual Funds LLC34$1.90 萬
Capital Analysts, LLC31$1.80 萬
Motco23$1.30 萬
Kowal Investment Group, LLC23$1.30 萬
Syverson Strege & Co21$1.20 萬
Crewe Advisors LLC17$1.00 萬
Better Money Decisions, LLC16$9,000
Walled Lake Planning & Wealth Management, LLC12$7,000
Hoese & Co LLP7$4,000
Consolidated Planning Corp5$3,000
Red Tortoise LLC9$3,000
MCF Advisors LLC3$2,000
Cordant, Inc.3$2,000
Iron Horse Wealth Management, LLC2$1,000

尚未申報 2021 年第 4 季的機構(19 家)

2021 年第 3 季季末持有 Lam Research Corp、還沒有申報 2021 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2021 年第 3 季持有 LRCX、尚未申報 2021 年第 4 季的機構
機構2021 年第 3 季股數2021 年第 3 季市值
Arvest Bank Trust Division52,280$2,976 萬
Alexandria Capital, LLC18,152$1,033 萬
B. Metzler seel. Sohn & Co. Holding AG14,941$850.3 萬
World Asset Management Inc3,037$172.9 萬
HighPoint Advisor Group LLC2,544$144.8 萬
Covenant Multifamily Offices, LLC1,508$83.8 萬
NorthCoast Asset Management LLC1,063$60.5 萬
Farr Miller & Washington LLC1,033$58.8 萬
Harbor Financial Services, LLC760$43.3 萬
Berman Capital Advisors, LLC594$33.8 萬
Heritage Wealth Management, LLC414$23.6 萬
Homrich & Berg356$20.3 萬
First Mercantile Trust Co343$19.5 萬
Sonora Investment Management, LLC140$8.00 萬
Security National Trust Co120$7.80 萬
Mercer Capital Advisers, Inc.75$4.30 萬
Towarzystwo Funduszy Inwestycyjnych Pzu SA60$3.41 萬
BBVA USA15$9,000
Wealth Quarterback LLC1,143$3,000