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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。

2022 年第 1 季與 2021 年第 4 季比較

持有 Lam Research Corp 的機構從 2021 年第 4 季到 2022 年第 1 季的變化。

2022 年第 1 季全部持有人2021 年第 4 季全部持有人

LRCX 的 13F 持有人:2021 年第 4 季與 2022 年第 1 季比較
項目2021 年第 4 季其中尚未申報 2022 年第 1 季2022 年第 1 季變化
持有家數1,461111,391−59
股數1.15 億5.57 萬1.13 億−263.6 萬 (−2.3%)
市值$829.2 億$4,003 萬$604.2 億−$224.6 億 (−27.1%)

11 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(114 家)

2022 年第 1 季季末持有 Lam Research Corp、2021 年第 4 季季末沒有持有的機構。

依市值列出前 100 家,共 114 家。

2022 年第 1 季新進 LRCX 的機構
機構股數市值佔組合 %
Woodline Partners LP146,756$7,890 萬1.31%
Tybourne Capital Management (HK) Ltd101,000$5,430 萬3.21%
Aspex Management (HK) Ltd70,000$3,763 萬1.54%
Quadrature Capital Ltd69,577$3,737 萬1.50%
Coronation Fund Managers Ltd.64,316$3,458 萬1.35%
Twinbeech Capital LP50,208$2,699 萬1.19%
Artemis Investment Management LLP48,641$2,612 萬0.21%
Amalgamated Financial Corp.37,393$2,010 萬0.16%
Bridgewater Associates, LP33,774$1,816 萬0.07%
Walleye Trading LLC27,924$1,501 萬0.31%
Engineers Gate Manager LP25,731$1,383 萬0.54%
Achmea Investment Management B.V.16,795$902.9 萬0.24%
LMCG Investments, LLC11,853$637.2 萬0.37%
Winmill & Co. Inc10,900$586.0 萬1.78%
Atria Wealth Solutions, Inc.10,523$566.2 萬0.09%
Covington Investment Advisors Inc.10,395$558.8 萬1.17%
Capital Fund Management S.A.10,151$545.7 萬0.15%
Discovery Capital Management, LLC7,883$423.8 萬0.40%
Zweig-DiMenna Associates LLC6,800$365.6 萬0.55%
Hennessy Advisors Inc6,094$327.6 萬0.17%
Advent Capital Management6,000$322.6 萬0.05%
Qube Research & Technologies Ltd5,258$282.7 萬0.03%
Virtu Financial LLC4,330$232.8 萬0.17%
SS&H Financial Advisors, Inc.3,591$193.1 萬0.75%
Omers Administration Corp3,219$173.1 萬0.02%
Phraction Management LLC2,839$152.6 萬0.89%
Fulcrum Asset Management LLP–$134.1 萬0.39%
Capstone Investment Advisors, LLC2,493$134.0 萬0.03%
Wright Investors Service Inc2,297$123.5 萬0.31%
Pearl River Capital, LLC2,064$111.0 萬0.30%
Natixis Investment Managers International1,997$107.3 萬0.02%
Meeder Asset Management Inc1,913$102.8 萬0.05%
Stevens Capital Management LP1,896$101.9 萬0.22%
Centiva Capital, LP1,693$91.0 萬0.05%
Maven Securities LTD1,674$89.9 萬0.19%
Versor Investments LP1,545$83.1 萬0.03%
Greenup Street Wealth Management LLC1,540$82.8 萬0.46%
Alera Investment Advisors, LLC1,519$81.6 萬0.19%
Campbell & CO Investment Adviser LLC1,498$80.5 萬0.22%
Ronit Capital LLP1,460$78.5 萬1.05%
Boulder Hill Capital Management LP1,400$75.3 萬0.40%
WR Wealth Planners, LLC1,276$68.6 萬0.41%
Brookfield Asset Management Inc.1,239$66.6 萬0.00%
CastleKnight Management LP1,195$64.2 萬0.18%
Fund Management at Engine No. 1 LLC1,181$63.5 萬0.16%
Gsa Capital Partners LLP1,135$61.0 萬0.08%
Lumina Fund Management LLC1,100$59.1 萬0.24%
Cito Capital Group, LLC1,000$53.9 萬0.25%
K.J. Harrison & Partners Inc1,000$53.8 萬0.09%
Verus Capital Partners, LLC1,050$50.8 萬0.08%
Deltec Asset Management LLC925$49.7 萬0.08%
Edge Capital Group, LLC923$49.6 萬0.03%
Blueshift Asset Management, LLC917$49.3 萬0.04%
Pinnbrook Capital Management LP904$48.6 萬0.83%
Oliver Lagore Vanvalin Investment Group819$45.3 萬0.30%
Seven Eight Capital, LP798$42.9 萬0.06%
World Equity Group, Inc.776$41.7 萬0.09%
McDonald Partners LLC775$41.7 萬0.09%
Sage Mountain Advisors LLC754$40.5 萬0.06%
Oak Thistle LLC726$39.1 萬0.21%
QVR LLC703$37.8 萬1.51%
Teza Capital Management LLC672$36.1 萬0.14%
Capital Markets Trading UK LLP657$35.3 萬0.33%
ICA Group Wealth Management, LLC671$34.6 萬0.07%
Buckingham Strategic Partners606$32.6 萬0.03%
Quantbot Technologies LP593$31.8 萬0.03%
Zeke Capital Advisors, LLC579$31.1 萬0.02%
Keebeck Alpha, LP561$30.2 萬0.09%
Aaron Wealth Advisors151,068$28.1 萬0.01%
Interchange Capital Partners, LLC506$27.2 萬0.28%
Sprott Inc.500$26.9 萬0.02%
OneAscent Wealth Management LLC470$25.3 萬0.13%
Heritage Wealth Management, LLC468$25.2 萬0.07%
Angeles Wealth Management, LLC464$24.9 萬0.05%
Hudson Valley Investment Advisors Inc446$24.0 萬0.03%
Pinnacle Wealth Management Advisory Group, LLC445$23.9 萬0.03%
Wedmont Private Capital444$23.8 萬0.05%
Vise Technologies, Inc.438$23.5 萬0.09%
WSFS Capital Management, LLC436$23.4 萬0.07%
Western Wealth Management, LLC432$23.2 萬0.01%
55I, LLC426$22.9 萬0.01%
Banco Santander, S.A.424$22.8 萬0.00%
Resources Investment Advisors, LLC.423$22.7 萬0.01%
Reitz Capital Advisors LLC418$22.5 萬0.16%
Wintrust Investments LLC406$21.8 萬0.02%
CTC Capital Management, LLC400$21.5 萬0.58%
Raleigh Capital Management Inc.399$21.5 萬0.12%
Global Retirement Partners, LLC451$21.2 萬0.02%
RFG Advisory, LLC382$20.5 萬0.01%
Bank of Hawaii380$20.4 萬0.01%
Herold Advisors, Inc.365$19.6 萬0.07%
DeDora Capital, Inc.277$14.9 萬0.06%
Foresight Capital Management Advisors, Inc.200$10.8 萬0.12%
Siena Capital LLC175$9.40 萬0.05%
Princeton Global Asset Management LLC125$6.70 萬0.02%
Bogart Wealth, LLC122$6.60 萬0.01%
Cornerstone Management, Inc.120$6.45 萬0.02%
Bamco Inc111$6.00 萬0.00%
Riverview Trust Co110$5.90 萬0.04%
TCWP LLC108$5.80 萬0.01%

清倉機構(173 家)

2021 年第 4 季季末持有 Lam Research Corp、2022 年第 1 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 173 家。

2022 年第 1 季清倉 LRCX 的機構
機構2021 年第 4 季股數2021 年第 4 季市值
Coatue Management LLC大師Coatue860,025$6.18 億
GQG Partners LLC688,500$4.95 億
Scge Management, L.P.150,000$1.08 億
Varenne Capital Partners143,591$1.03 億
Mizuho Markets Americas LLC127,013$9,134 萬
Renaissance Technologies LLC76,656$5,513 萬
Cavalry Management Group, LLC36,559$2,629 萬
LMR Partners LLP35,235$2,534 萬
One01 Capital, LP30,399$2,186 萬
J. Goldman & Co LP27,099$1,949 萬
Churchill Management Corp21,111$1,518 萬
Marvin & Palmer Associates Inc17,557$1,263 萬
Taika Capital, LP14,070$1,021 萬
Claudia M.P. Batlle, CRP (R) LLC11,927$857.8 萬
WBI Investments11,692$822.2 萬
Cinctive Capital Management LP11,274$810.8 萬
GWM Advisors LLC11,231$807.7 萬
NWK Group, Inc.10,889$783.1 萬
Advisors Asset Management, Inc.10,882$782.6 萬
Vestor Capital, LLC10,062$723.6 萬
Artemis Wealth Advisors, LLC8,000$575.3 萬
Moneta Group Investment Advisors LLC7,920$569.6 萬
Aigen Investment Management, LP7,911$549.8 萬
Quantitative Investment Management, LLC7,468$537.0 萬
Meitav Dash Investments Ltd5,833$421.4 萬
Crestline Management, LP5,600$402.7 萬
Advisors Preferred, LLC6,013$368.7 萬
Oliver Luxxe Assets LLC5,052$363.3 萬
Sturgeon Ventures LLP4,823$346.8 萬
Cutter & CO Brokerage, Inc.4,750$341.6 萬
Orser Capital Management, LLC4,558$327.8 萬
Codex Capital, L.L.C.4,000$287.6 萬
Sepio Capital, LP3,233$232.5 萬
Credential Qtrade Securities Inc.3,190$229.4 萬
Bluefin Capital Management, LLC2,988$214.9 萬
Alpha Cubed Investments, LLC2,238$160.9 萬
Mirabella Financial Services LLP2,214$159.2 萬
Livingston Group Asset Management CO (operating as Southport Capital Management)2,130$153.2 萬
Redwood Investment Management, LLC2,089$150.2 萬
Wakefield Asset Management LLLP2,013$144.8 萬
Pensionfund DSM Netherlands2,000$143.8 萬
Quantinno Capital Management LP1,915$137.7 萬
Barometer Capital Management Inc.1,852$133.2 萬
Advisor Resource Council1,721$123.8 萬
Sender Co & Partners, Inc.1,629$117.1 萬
MorganRosel Wealth Management, LLC1,612$115.9 萬
Two Sigma Advisers, LP1,600$115.1 萬
Altfest L J & Co Inc1,575$113.2 萬
HRT Financial LP1,492$107.2 萬
Polar Asset Management Partners Inc.1,459$104.9 萬
Q Capital Solutions1,200$86.3 萬
Alpine Global Management, LLC1,100$79.1 萬
Gyon Technologies Capital Management, LP1,083$77.9 萬
MBB Public Markets I LLC1,075$77.3 萬
Phoenix Wealth Advisors1,017$73.1 萬
Modera Wealth Management, LLC981$70.6 萬
Engine No. 1 LLC966$69.5 萬
Harvest Investment Services, LLC963$69.2 萬
Western Financial Corporation940$67.6 萬
Lombard Odier Asset Management (Switzerland) SA931$67.0 萬
Oxbow Advisors, LLC903$64.9 萬
Occudo Quantitative Strategies LP849$61.1 萬
Walleye Capital LLC837$60.2 萬
Astoria Portfolio Advisors LLC.833$59.9 萬
Wealthspire Advisors, LLC823$59.2 萬
Defined Wealth Management, LLC780$56.1 萬
SPC Financial, Inc.775$55.7 萬
XR Securities LLC750$53.9 萬
Hancock Whitney Investment Services Inc.738$53.3 萬
Tairen Capital Ltd700$50.3 萬
DCM Advisors, LLC700$50.3 萬
Waratah Capital Advisors Ltd.623$44.8 萬
Golden Green, Inc.607$43.7 萬
Capital CS Group, LLC590$42.4 萬
Main Street Research LLC568$40.9 萬
Shaker Investments LLC555$39.9 萬
CMT Capital Markets Trading GmbH543$39.0 萬
Advisor OS, LLC522$37.6 萬
First Quadrant L P504$36.2 萬
Whitener Capital Management, Inc.503$36.1 萬
Riverwater Partners LLC500$36.0 萬
First Heartland Consultants, Inc.490$35.2 萬
Castle Rock Wealth Management, LLC566$34.3 萬
Frontier Wealth Management LLC466$33.5 萬
Bank Hapoalim BM465$33.4 萬
Nations Financial Group Inc,454$32.7 萬
Angeles Investment Advisors, LLC450$32.4 萬
Caxton Associates LP448$32.2 萬
Range Financial Group LLC427$30.7 萬
Appleton Partners Inc412$29.6 萬
Geller Advisors LLC397$28.6 萬
Inspire Advisors, LLC393$28.3 萬
Gratus Capital LLC390$28.1 萬
Enterprise Financial Services Corp389$28.0 萬
Foundations Investment Advisors, LLC408$28.0 萬
Avidian Wealth Solutions, LLC384$27.6 萬
QCM Cayman, Ltd.379$27.3 萬
Gitterman Wealth Management, LLC376$27.0 萬
Americana Partners, LLC374$26.9 萬
Domani Wealth, LLC372$26.8 萬

尚未申報 2022 年第 1 季的機構(11 家)

2021 年第 4 季季末持有 Lam Research Corp、還沒有申報 2022 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2021 年第 4 季持有 LRCX、尚未申報 2022 年第 1 季的機構
機構2021 年第 4 季股數2021 年第 4 季市值
Reilly Financial Advisors, LLC32,400$2,330 萬
Andra AP-fonden7,900$568.1 萬
MD Financial Management Inc.5,014$360.6 萬
NEXT Financial Group, Inc3,340$240.3 萬
Delphi Management Inc1,990$143.1 萬
First Midwest Bank Trust Division1,893$136.2 萬
Columbia Asset Management1,555$111.8 萬
Legg Mason Asset Management (Japan) Co., Ltd.1,044$75.1 萬
Harbour Investments, Inc.317$22.8 萬
Carroll Financial Associates, Inc.173$12.5 萬
Bell Investment Advisors, Inc37$2.70 萬