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 13F 持有人
Lam Research Corp 在 2021/12/31 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
- 1,461
- 較 2021 年第 3 季 +179 家
- 持有股數
- 1.15 億
- 較 2021 年第 3 季 −2,584 (0.0%)
- 總市值
- $829.2 億
- 較 2021 年第 3 季 +$172.2 億 (+26.2%)
- 新進機構
- 271
- 另有 532 家加碼
- 清倉機構
- 92
- 另有 465 家減碼
另有 19 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Scge Management, L.P. | 150,000 | $1.08 億 | 1.22% | 00.0% | 不變 |
| Avalon Investment & Advisory | 149,508 | $1.08 億 | 2.65% | −12,882−7.9% | 減碼 |
| William Blair Investment Management, LLC | 147,912 | $1.06 億 | 0.29% | +34,486+30.4% | 加碼 |
| STRS Ohio | 146,493 | $1.05 億 | 0.37% | −1,547−1.0% | 減碼 |
| Varenne Capital Partners | 143,591 | $1.03 億 | 15.32% | +143,591 | 新進 |
| Prudential Financial Inc | 162,310 | $1.03 億 | 0.13% | −91,551−36.1% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 142,109 | $1.02 億 | 0.22% | +66,201+87.2% | 加碼 |
| Nomura Asset Management Co Ltd | 136,515 | $9,817 萬 | 0.50% | +1,921+1.4% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 134,511 | $9,673 萬 | 0.20% | −85−0.1% | 減碼 |
| Platinum Investment Management Ltd | 133,951 | $9,633 萬 | 2.68% | 00.0% | 不變 |
| Lord, Abbett & Co. LLC | 133,262 | $9,584 萬 | 0.22% | −193,954−59.3% | 減碼 |
| Great West Life Assurance Co | 129,046 | $9,259 萬 | 0.19% | −7,531−5.5% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 128,383 | $9,233 萬 | 0.49% | +1,881+1.5% | 加碼 |
| Mizuho Markets Americas LLC | 127,013 | $9,134 萬 | 4.81% | +127,013 | 新進 |
| Pinnacle Associates Ltd | 121,430 | $8,733 萬 | 1.51% | −15,361−11.2% | 減碼 |
| Wolverine Trading, LLC | 115,312 | $8,283 萬 | 1.11% | −5,478−4.5% | 減碼 |
| Millennium Management LLC | 114,080 | $8,204 萬 | 0.09% | −180,940−61.3% | 減碼 |
| Guggenheim Capital LLC | 113,081 | $8,132 萬 | 0.43% | +4,766+4.4% | 加碼 |
| M&G Investment Management Ltd | 111,974 | $8,051 萬 | 0.58% | +24,641+28.2% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 111,645 | $8,029 萬 | 0.17% | +74,957+204.3% | 加碼 |
| Marsico Capital Management LLC | 110,453 | $7,943 萬 | 2.32% | −4,104−3.6% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 109,084 | $7,845 萬 | 0.46% | +2,000+1.9% | 加碼 |
| Manufacturers Life Insurance Company, The | 108,699 | $7,817 萬 | 0.05% | −23,464−17.8% | 減碼 |
| Ci Investments Inc. | 108,393 | $7,795 萬 | 0.27% | +7,767+7.7% | 加碼 |
| Raymond James & Associates | 107,894 | $7,760 萬 | 0.06% | −8,804−7.5% | 減碼 |
| Ardevora Asset Management LLP | 106,173 | $7,635 萬 | 0.81% | +700+0.7% | 加碼 |
| Frontier Capital Management Co LLC | 105,675 | $7,600 萬 | 0.60% | −15,881−13.1% | 減碼 |
| Associated Banc-Corp | 103,441 | $7,439 萬 | 2.73% | +6,382+6.6% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 102,187 | $7,341 萬 | 0.11% | −6,826−6.3% | 減碼 |
| RWC Asset Management LLP | 101,747 | $7,317 萬 | 2.03% | +616+0.6% | 加碼 |
| Castleark Management LLC | 97,460 | $7,009 萬 | 2.58% | −210−0.2% | 減碼 |
| Capital International Inc | 97,243 | $6,993 萬 | 0.65% | −160.0% | 減碼 |
| HM Payson & Co | 96,482 | $6,939 萬 | 1.51% | −5,492−5.4% | 減碼 |
| Storebrand Asset Management AS | 95,392 | $6,860 萬 | 0.30% | −4,291−4.3% | 減碼 |
| LSV Asset Management | 95,300 | $6,854 萬 | 0.12% | −32,780−25.6% | 減碼 |
| State of Tennessee, Treasury Department | 93,800 | $6,746 萬 | 0.25% | +14,330+18.0% | 加碼 |
| Neuberger Berman Group LLC | 95,445 | $6,667 萬 | 0.05% | −138,294−59.2% | 減碼 |
| Wedge Capital Management L L P | 92,453 | $6,649 萬 | 0.82% | −23,863−20.5% | 減碼 |
| Group One Trading, L.P. | 91,606 | $6,588 萬 | 1.24% | +54,161+144.6% | 加碼 |
| Blue Whale Capital LLP | 90,500 | $6,508 萬 | 5.30% | +24,500+37.1% | 加碼 |
| Russell Investments Group, Ltd. | 90,224 | $6,487 萬 | 0.10% | −11,470−11.3% | 減碼 |
| Susquehanna International Group, LLP | 88,697 | $6,379 萬 | 0.10% | −303,096−77.4% | 減碼 |
| Public Employees Retirement System of Ohio | 87,468 | $6,290 萬 | 0.21% | −4,880−5.3% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 85,429 | $6,144 萬 | 0.20% | −3,053−3.5% | 減碼 |
| Employees Provident Fund Board | 85,000 | $6,113 萬 | 1.01% | +25,000+41.7% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 83,254 | $6,040 萬 | 0.24% | +11,071+15.3% | 加碼 |
| State of New Jersey Common Pension Fund D | 82,585 | $5,939 萬 | 0.17% | −1,293−1.5% | 減碼 |
| Truist Financial Corp | 81,296 | $5,846 萬 | 0.09% | −4,330−5.1% | 減碼 |
| Schroder Investment Management Group | 80,615 | $5,797 萬 | 0.08% | −13,633−14.5% | 減碼 |
| Renaissance Technologies LLC | 76,656 | $5,513 萬 | 0.07% | −103,400−57.4% | 減碼 |
| Stifel Financial Corp | 76,102 | $5,473 萬 | 0.07% | +5,560+7.9% | 加碼 |
| Maplelane Capital, LLC | 76,000 | $5,465 萬 | 4.63% | +49,499+186.8% | 加碼 |
| Calamos Advisors LLC | 75,759 | $5,448 萬 | 0.22% | +1,996+2.7% | 加碼 |
| Voya Investment Management LLC | 72,835 | $5,238 萬 | 0.10% | +2,251+3.2% | 加碼 |
| HighTower Advisors, LLC | 71,747 | $5,155 萬 | 0.11% | +34,907+94.8% | 加碼 |
| Thrivent Financial for Lutherans | 71,100 | $5,109 萬 | 0.10% | +5,046+7.6% | 加碼 |
| Jane Street Group, LLC | 70,840 | $5,095 萬 | 0.10% | −61,799−46.6% | 減碼 |
| Voloridge Investment Management, LLC | 68,352 | $4,916 萬 | 0.27% | −109,582−61.6% | 減碼 |
| Asset Management One Co.,Ltd. | 67,646 | $4,914 萬 | 0.17% | −629−0.9% | 減碼 |
| Man Group plc | 68,094 | $4,897 萬 | 0.16% | +15,517+29.5% | 加碼 |
| Crosslink Capital Inc | 66,509 | $4,783 萬 | 7.56% | −10,685−13.8% | 減碼 |
| Assenagon Asset Management S.A. | 66,257 | $4,765 萬 | 0.18% | +61,662+1,341.9% | 加碼 |
| LPL Financial LLC | 65,924 | $4,741 萬 | 0.04% | −5,477−7.7% | 減碼 |
| Erste Asset Management GmbH | 65,287 | $4,711 萬 | 0.85% | +4,101+6.7% | 加碼 |
| Putnam Investments LLC | 64,557 | $4,643 萬 | 0.07% | −34,914−35.1% | 減碼 |
| Huntington National Bank | 63,849 | $4,592 萬 | 0.42% | −21,947−25.6% | 減碼 |
| Clough Capital Partners L P | 63,310 | $4,553 萬 | 3.06% | +63,310 | 新進 |
| Northwestern Mutual Wealth Management Co | 63,087 | $4,537 萬 | 0.07% | +1,533+2.5% | 加碼 |
| Robeco Institutional Asset Management B.V. | 62,746 | $4,512 萬 | 0.10% | −10,462−14.3% | 減碼 |
| ARS Investment Partners, LLC | 62,357 | $4,484 萬 | 4.12% | −157−0.3% | 減碼 |
| NN Investment Partners Holdings N.V. | 62,351 | $4,484 萬 | 0.22% | +8,623+16.0% | 加碼 |
| Marlowe Partners LP | 59,847 | $4,304 萬 | 24.40% | +1,574+2.7% | 加碼 |
| Treasurer of the State of North Carolina | 59,784 | $4,299 萬 | 0.23% | −370−0.6% | 減碼 |
| Mariner, LLC | 59,379 | $4,270 萬 | 0.18% | +3,859+7.0% | 加碼 |
| Holocene Advisors, LP | 57,780 | $4,155 萬 | 0.22% | +57,780 | 新進 |
| Vontobel Holding Ltd. | 57,621 | $4,139 萬 | 0.34% | +6,802+13.4% | 加碼 |
| Standard Life Aberdeen plc | 56,663 | $4,075 萬 | 0.09% | −26,507−31.9% | 減碼 |
| NZS Capital, LLC | 55,514 | $3,992 萬 | 3.50% | −123−0.2% | 減碼 |
| SEI Investments Co | 55,680 | $3,984 萬 | 0.07% | +2,235+4.2% | 加碼 |
| American International Group, Inc. | 54,861 | $3,945 萬 | 0.20% | −168−0.3% | 減碼 |
| Marshall Wace, LLP | 54,240 | $3,901 萬 | 0.08% | +54,187+102,239.6% | 加碼 |
| Flputnam Investment Management Co | 54,071 | $3,889 萬 | 1.19% | −4,332−7.4% | 減碼 |
| Braun Stacey Associates Inc | 53,026 | $3,813 萬 | 1.39% | −1,431−2.6% | 減碼 |
| Dana Investment Advisors, Inc. | 51,974 | $3,738 萬 | 1.62% | −4,458−7.9% | 減碼 |
| Polaris Wealth Advisory Group, LLC | 51,467 | $3,701 萬 | 2.12% | +51,467 | 新進 |
| Arvest Trust Co N A | 51,434 | $3,699 萬 | 1.95% | +51,434 | 新進 |
| Clark Capital Management Group, Inc. | 50,986 | $3,667 萬 | 0.45% | +1,589+3.2% | 加碼 |
| Teacher Retirement System of Texas | 50,675 | $3,644 萬 | 0.16% | −697−1.4% | 減碼 |
| Renaissance Group LLC | 50,574 | $3,637 萬 | 1.48% | −984−1.9% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 50,311 | $3,614 萬 | 0.19% | −56,907−53.1% | 減碼 |
| Advisor Group Holdings, Inc. | 49,630 | $3,572 萬 | 0.07% | +6,979+16.4% | 加碼 |
| Royal London Asset Management Ltd | 49,104 | $3,532 萬 | 0.13% | −1,479−2.9% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 48,935 | $3,519 萬 | 1.14% | +1,294+2.7% | 加碼 |
| US Bancorp | 48,120 | $3,461 萬 | 0.05% | −216−0.4% | 減碼 |
| Clearbridge Investments, LLC | 47,020 | $3,382 萬 | 0.02% | +28+0.1% | 加碼 |
| Retirement Systems of Alabama | 46,652 | $3,355 萬 | 0.12% | −2,285−4.7% | 減碼 |
| Janney Montgomery Scott LLC | 46,501 | $3,344 萬 | 0.13% | −8,628−15.7% | 減碼 |
| Aviva PLC | 45,129 | $3,246 萬 | 0.14% | +1,539+3.5% | 加碼 |
| Heard Capital LLC | 44,946 | $3,232 萬 | 5.06% | +869+2.0% | 加碼 |
| CIBC Asset Management Inc | 44,879 | $3,228 萬 | 0.12% | +18,543+70.4% | 加碼 |