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 13F 持有人
Lam Research Corp 在 2022/3/31 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
- 1,391
- 較 2021 年第 4 季 −59 家
- 持有股數
- 1.13 億
- 較 2021 年第 4 季 −263.6 萬 (−2.3%)
- 總市值
- $604.2 億
- 較 2021 年第 4 季 −$224.6 億 (−27.1%)
- 新進機構
- 114
- 另有 551 家加碼
- 清倉機構
- 173
- 另有 524 家減碼
另有 11 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| STRS Ohio | 145,232 | $7,808 萬 | 0.29% | −1,261−0.9% | 減碼 |
| 1832 Asset Management L.P. | 143,947 | $7,632 萬 | 0.12% | −270,617−65.3% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 140,093 | $7,532 萬 | 1.35% | −139,739−49.9% | 減碼 |
| Marsico Capital Management LLC | 139,195 | $7,483 萬 | 2.61% | +28,742+26.0% | 加碼 |
| Nomura Asset Management Co Ltd | 137,974 | $7,418 萬 | 0.40% | +1,459+1.1% | 加碼 |
| Lord, Abbett & Co. LLC | 136,364 | $7,331 萬 | 0.20% | +3,102+2.3% | 加碼 |
| M&G Investment Management Ltd | 135,853 | $7,309 萬 | 0.16% | +23,879+21.3% | 加碼 |
| Great West Life Assurance Co | 126,579 | $7,170 萬 | 0.15% | −2,467−1.9% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 131,801 | $7,086 萬 | 0.42% | +3,418+2.7% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 130,588 | $7,021 萬 | 0.16% | −3,923−2.9% | 減碼 |
| Heard Capital LLC | 125,523 | $6,748 萬 | 6.18% | +80,577+179.3% | 加碼 |
| Blue Whale Capital LLP | 124,000 | $6,666 萬 | 6.41% | +33,500+37.0% | 加碼 |
| Platinum Investment Management Ltd | 118,179 | $6,353 萬 | 1.95% | −15,772−11.8% | 減碼 |
| Pinnacle Associates Ltd | 117,672 | $6,326 萬 | 1.12% | −3,758−3.1% | 減碼 |
| Employees Provident Fund Board | 115,000 | $6,183 萬 | 1.06% | +30,000+35.3% | 加碼 |
| Associated Banc-Corp | 108,290 | $5,822 萬 | 2.24% | +4,849+4.7% | 加碼 |
| Millennium Management LLC | 106,064 | $5,702 萬 | 0.07% | −8,016−7.0% | 減碼 |
| Guggenheim Capital LLC | 106,014 | $5,700 萬 | 0.34% | −7,067−6.2% | 減碼 |
| Manufacturers Life Insurance Company, The | 102,950 | $5,535 萬 | 0.04% | −5,749−5.3% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 102,484 | $5,510 萬 | 0.37% | −6,600−6.1% | 減碼 |
| Tybourne Capital Management (HK) Ltd | 101,000 | $5,430 萬 | 3.21% | +101,000 | 新進 |
| HM Payson & Co | 100,120 | $5,383 萬 | 1.22% | +3,638+3.8% | 加碼 |
| Balyasny Asset Management LLC | 99,669 | $5,358 萬 | 0.24% | +54,833+122.3% | 加碼 |
| Ardevora Asset Management LLP | 98,973 | $5,321 萬 | 0.69% | −7,200−6.8% | 減碼 |
| LSV Asset Management | 98,473 | $5,294 萬 | 0.10% | +3,173+3.3% | 加碼 |
| Capital International Inc | 96,109 | $5,167 萬 | 0.58% | −1,134−1.2% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 109,545 | $5,073 萬 | 0.08% | +7,358+7.2% | 加碼 |
| RWC Asset Management LLP | 94,285 | $5,069 萬 | 1.41% | −7,462−7.3% | 減碼 |
| Wedge Capital Management L L P | 93,118 | $5,006 萬 | 0.67% | +665+0.7% | 加碼 |
| Maplelane Capital, LLC | 93,000 | $5,000 萬 | 6.97% | +17,000+22.4% | 加碼 |
| Castleark Management LLC | 92,530 | $4,975 萬 | 2.15% | −4,930−5.1% | 減碼 |
| Russell Investments Group, Ltd. | 91,489 | $4,936 萬 | 0.09% | +1,265+1.4% | 加碼 |
| Frontier Capital Management Co LLC | 91,293 | $4,908 萬 | 0.44% | −14,382−13.6% | 減碼 |
| Raymond James & Associates | 91,033 | $4,894 萬 | 0.04% | −16,861−15.6% | 減碼 |
| Toronto Dominion Bank | 90,283 | $4,854 萬 | 0.07% | −64,817−41.8% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 89,516 | $4,813 萬 | 0.19% | +6,262+7.5% | 加碼 |
| Bank of Nova Scotia | 87,293 | $4,693 萬 | 0.08% | −173,261−66.5% | 減碼 |
| State of Tennessee, Treasury Department | 86,582 | $4,655 萬 | 0.18% | −7,218−7.7% | 減碼 |
| Citadel Advisors LLC | 84,955 | $4,567 萬 | 0.05% | +59,968+240.0% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 84,858 | $4,562 萬 | 0.16% | −571−0.7% | 減碼 |
| Public Employees Retirement System of Ohio | 84,464 | $4,541 萬 | 0.16% | −3,004−3.4% | 減碼 |
| Panagora Asset Management Inc | 83,206 | $4,473 萬 | 0.24% | +62,942+310.6% | 加碼 |
| Korea Investment CORP | 83,093 | $4,467 萬 | 0.11% | +55,093+196.8% | 加碼 |
| Truist Financial Corp | 82,688 | $4,445 萬 | 0.07% | +1,392+1.7% | 加碼 |
| State of New Jersey Common Pension Fund D | 82,356 | $4,428 萬 | 0.14% | −229−0.3% | 減碼 |
| Calamos Advisors LLC | 78,858 | $4,240 萬 | 0.16% | +3,099+4.1% | 加碼 |
| KBC Group NV | 77,069 | $4,143 萬 | 0.16% | −101,730−56.9% | 減碼 |
| Neuberger Berman Group LLC | 76,847 | $4,134 萬 | 0.04% | −18,598−19.5% | 減碼 |
| Stifel Financial Corp | 75,684 | $4,069 萬 | 0.06% | −418−0.5% | 減碼 |
| Man Group plc | 75,111 | $4,038 萬 | 0.14% | +7,017+10.3% | 加碼 |
| Erste Asset Management GmbH | 71,329 | $3,903 萬 | 0.74% | +6,042+9.3% | 加碼 |
| Putnam Investments LLC | 71,984 | $3,870 萬 | 0.06% | +7,427+11.5% | 加碼 |
| Natixis | 71,172 | $3,826 萬 | 0.13% | +49,427+227.3% | 加碼 |
| Twin Tree Management, LP | 71,050 | $3,820 萬 | 0.75% | +55,151+346.9% | 加碼 |
| Voya Investment Management LLC | 70,368 | $3,783 萬 | 0.08% | −2,467−3.4% | 減碼 |
| Aspex Management (HK) Ltd | 70,000 | $3,763 萬 | 1.54% | +70,000 | 新進 |
| Quadrature Capital Ltd | 69,577 | $3,737 萬 | 1.50% | +69,577 | 新進 |
| Vontobel Holding Ltd. | 67,878 | $3,724 萬 | 0.32% | +10,257+17.8% | 加碼 |
| Ci Investments Inc. | 67,350 | $3,621 萬 | 0.13% | −41,043−37.9% | 減碼 |
| Storebrand Asset Management AS | 67,311 | $3,619 萬 | 0.17% | −28,081−29.4% | 減碼 |
| Northwestern Mutual Wealth Management Co | 67,032 | $3,604 萬 | 0.06% | +3,945+6.3% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 66,848 | $3,594 萬 | 0.08% | −75,261−53.0% | 減碼 |
| Crosslink Capital Inc | 66,339 | $3,567 萬 | 6.72% | −170−0.3% | 減碼 |
| Thrivent Financial for Lutherans | 65,114 | $3,496 萬 | 0.07% | −5,986−8.4% | 減碼 |
| Tower Research Capital LLC (TRC) | 64,476 | $3,466 萬 | 0.33% | +42,482+193.2% | 加碼 |
| Coronation Fund Managers Ltd. | 64,316 | $3,458 萬 | 1.35% | +64,316 | 新進 |
| Asset Management One Co.,Ltd. | 64,227 | $3,453 萬 | 0.13% | −3,419−5.1% | 減碼 |
| Robeco Institutional Asset Management B.V. | 63,727 | $3,426 萬 | 0.08% | +981+1.6% | 加碼 |
| NN Investment Partners Holdings N.V. | 63,530 | $3,416 萬 | 0.18% | +1,179+1.9% | 加碼 |
| ARS Investment Partners, LLC | 62,280 | $3,348 萬 | 3.23% | −77−0.1% | 減碼 |
| Teacher Retirement System of Texas | 61,592 | $3,311 萬 | 0.17% | +10,917+21.5% | 加碼 |
| Treasurer of the State of North Carolina | 61,010 | $3,280 萬 | 0.18% | +1,226+2.1% | 加碼 |
| Mariner, LLC | 61,001 | $3,280 萬 | 0.12% | +1,622+2.7% | 加碼 |
| SEI Investments Co | 59,893 | $3,242 萬 | 0.07% | +4,213+7.6% | 加碼 |
| NZS Capital, LLC | 60,246 | $3,239 萬 | 3.27% | +4,732+8.5% | 加碼 |
| Polaris Wealth Advisory Group, LLC | 61,542 | $3,098 萬 | 2.07% | +10,075+19.6% | 加碼 |
| NFJ Investment Group, LLC | 56,981 | $3,063 萬 | 0.62% | +29,166+104.9% | 加碼 |
| LPL Financial LLC | 55,895 | $3,005 萬 | 0.03% | −10,029−15.2% | 減碼 |
| Capco Asset Management, LLC | 55,797 | $3,000 萬 | 7.74% | +13,437+31.7% | 加碼 |
| Flputnam Investment Management Co | 53,690 | $2,886 萬 | 0.92% | −381−0.7% | 減碼 |
| American International Group, Inc. | 52,833 | $2,840 萬 | 0.16% | −2,028−3.7% | 減碼 |
| Dana Investment Advisors, Inc. | 52,744 | $2,836 萬 | 1.31% | +770+1.5% | 加碼 |
| Marlowe Partners LP | 51,995 | $2,795 萬 | 20.86% | −7,852−13.1% | 減碼 |
| HighTower Advisors, LLC | 51,628 | $2,773 萬 | 0.06% | −20,119−28.0% | 減碼 |
| Huntington National Bank | 51,207 | $2,753 萬 | 0.25% | −12,642−19.8% | 減碼 |
| Renaissance Group LLC | 50,458 | $2,713 萬 | 1.22% | −116−0.2% | 減碼 |
| Twinbeech Capital LP | 50,208 | $2,699 萬 | 1.19% | +50,208 | 新進 |
| Arvest Trust Co N A | 50,180 | $2,698 萬 | 1.50% | −1,254−2.4% | 減碼 |
| Royal London Asset Management Ltd | 49,997 | $2,687 萬 | 0.11% | +893+1.8% | 加碼 |
| US Bancorp | 48,907 | $2,629 萬 | 0.04% | +787+1.6% | 加碼 |
| Advisor Group Holdings, Inc. | 49,453 | $2,618 萬 | 0.05% | −177−0.4% | 減碼 |
| Standard Life Aberdeen plc | 47,556 | $2,614 萬 | 0.07% | −9,107−16.1% | 減碼 |
| Artemis Investment Management LLP | 48,641 | $2,612 萬 | 0.21% | +48,641 | 新進 |
| Harbor Island Capital LLC | 48,525 | $2,609 萬 | 12.53% | +3,690+8.2% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 48,320 | $2,598 萬 | 0.90% | −615−1.3% | 減碼 |
| Public Sector Pension Investment Board | 47,574 | $2,558 萬 | 0.16% | +24,080+102.5% | 加碼 |
| PGGM Investments | 35,557 | $2,557 萬 | 0.13% | 00.0% | 不變 |
| AXA S.A. | 47,534 | $2,555 萬 | 0.07% | +19,072+67.0% | 加碼 |
| Clearbridge Investments, LLC | 47,466 | $2,552 萬 | 0.02% | +446+0.9% | 加碼 |
| Nisa Investment Advisors, LLC | 46,670 | $2,509 萬 | 0.18% | −1,287−2.7% | 減碼 |