Lam Research Corp

LRCX

交易所: Nasdaq
產業: Special Industry Machinery, NEC
SEC CIK: 0000707549

SEC 申報列表（在新分頁開啟）

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 2 季與 2022 年第 1 季比較

持有 Lam Research Corp 的機構從 2022 年第 1 季到 2022 年第 2 季的變化。

2022 年第 2 季全部持有人 2022 年第 1 季全部持有人

LRCX 的 13F 持有人：2022 年第 1 季與 2022 年第 2 季比較
項目	2022 年第 1 季	其中尚未申報 2022 年第 2 季	2022 年第 2 季	變化
持有家數	1,391	23	1,310	−58
股數	1.13 億	76.6 萬	1.12 億	+42.4 萬 (+0.4%)
市值	$604.2 億	$4.20 億	$478.8 億	−$121.2 億 (−20.2%)

23 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（98 家）

2022 年第 2 季季末持有 Lam Research Corp、2022 年第 1 季季末沒有持有的機構。

2022 年第 2 季新進 LRCX 的機構
機構	股數	市值	佔組合 %
Artisan Partners Limited Partnership	841,514	$3.59 億	0.61%
Viking Global Investors LP大師維京全球投資	694,026	$2.96 億	1.35%
Hel Ved Capital Management Ltd	93,172	$3,971 萬	24.34%
TCI Fund Management Ltd大師TCI 兒童投資基金	89,545	$3,816 萬	0.12%
Nicholas Company, Inc.	69,305	$2,953 萬	0.65%
Intech Investment Management LLC	62,870	$2,679 萬	0.15%
Vaughan David Investments LLC	62,138	$2,648 萬	0.85%
Moneta Group Investment Advisors LLC	37,346	$1,592 萬	0.54%
Brandywine Global Investment Management, LLC	34,023	$1,450 萬	0.13%
Williams Jones Wealth Management, LLC.	29,370	$1,252 萬	0.20%
PointState Capital LP	29,175	$1,243 萬	0.47%
Bornite Capital Management LP	25,000	$1,065 萬	3.50%
New York Life Investment Management LLC	21,873	$932.3 萬	0.11%
Alpine Woods Capital Investors, LLC	21,825	$930.1 萬	1.16%
MBB Public Markets I LLC	21,820	$929.9 萬	0.22%
Capula Management Ltd	17,823	$759.5 萬	1.07%
Hillman Capital Management, Inc.	15,688	$668.6 萬	2.43%
Andra AP-fonden	14,300	$609.4 萬	0.17%
Oasis Management Co Ltd.	12,000	$511.4 萬	0.93%
Advisors Asset Management, Inc.	9,227	$393.2 萬	0.07%
F/M Investments LLC	4,742	$308.6 萬	2.90%
Kerrisdale Advisers, LLC	6,753	$287.8 萬	0.91%
GWM Advisors LLC	6,708	$285.9 萬	0.05%
Caas Capital Management LP	5,300	$225.9 萬	0.31%
Sturgeon Ventures LLP	4,798	$204.5 萬	1.37%
Cutter & CO Brokerage, Inc.	3,254	$138.7 萬	0.47%
InterOcean Capital Group, LLC	3,176	$135.4 萬	0.06%
CTC LLC	2,723	$116.0 萬	0.07%
Unigestion Holding SA	2,472	$105.3 萬	0.06%
Wealth Alliance	2,356	$100.4 萬	0.19%
Sciencast Management LP	1,970	$97.3 萬	0.22%
Aquatic Capital Management LLC	2,000	$85.2 萬	0.28%
Mirabella Financial Services LLP	1,679	$71.6 萬	0.07%
Advisor Resource Council	1,626	$69.3 萬	0.07%
Willner & Heller, LLC	1,623	$69.1 萬	1.07%
Salomon & Ludwin, LLC	1,579	$67.3 萬	0.10%
Cipher Capital LP	1,558	$66.4 萬	0.15%
Lombard Odier Asset Management (Switzerland) SA	1,541	$65.7 萬	0.06%
Moody National Bank Trust Division	1,462	$62.3 萬	0.07%
HighPoint Advisor Group LLC	1,581	$61.9 萬	0.07%
CSS LLC	1,435	$61.2 萬	0.03%
CMT Capital Markets Trading GmbH	1,279	$54.5 萬	0.33%
Moreno Evelyn V	1,259	$53.7 萬	0.13%
Drive Wealth Management, LLC	1,242	$53.1 萬	0.48%
Columbia Asset Management	1,195	$50.9 萬	0.13%
Ground Swell Capital, LLC	1,055	$45.0 萬	0.83%
KerberRose Wealth Management, LLC	1,045	$44.5 萬	0.36%
Quantamental Technologies LLC	1,033	$44.0 萬	0.20%
Sassicaia Capital Advisers LLC	1,000	$42.6 萬	2.65%
Guardian Capital Advisors LP	900	$37.7 萬	0.04%
Merit Financial Group, LLC	743	$31.7 萬	0.01%
Telemetry Investments, L.L.C.	709	$30.2 萬	0.46%
Weinberger Asset Management, Inc	706	$30.1 萬	0.20%
Conservest Capital Advisors, Inc.	681	$29.0 萬	0.04%
Two Sigma Advisers, LP	600	$25.6 萬	0.00%
LeJeune Puetz Investment Counsel LLC	585	$24.9 萬	0.10%
West Family Investments, Inc.	570	$24.3 萬	0.10%
Stock Yards Bank & Trust Co	556	$23.7 萬	0.01%
Virtue Capital Management, LLC	546	$23.3 萬	0.04%
Rockland Trust Co	531	$22.7 萬	0.02%
XR Securities LLC	526	$22.4 萬	0.11%
Arete Wealth Advisors, LLC	528	$22.4 萬	0.02%
Laurion Capital Management LP	511	$21.8 萬	0.01%
Everhart Financial Group, Inc.	497	$21.2 萬	0.13%
Pinnacle Financial Partners Inc	490	$20.9 萬	0.01%
Asahi Life Asset Management Co., Ltd.	490	$20.9 萬	0.06%
Riverwater Partners LLC	490	$20.9 萬	0.21%
Foundations Investment Advisors, LLC	532	$20.8 萬	0.01%
Ronald Blue Trust, Inc.	296	$15.9 萬	0.00%
Cary Street Partner Investment Advisory LLC	318	$13.6 萬	0.01%
Harbour Investments, Inc.	313	$13.3 萬	0.01%
Column Capital Advisors, LLC	290	$12.4 萬	0.02%
Counterpoint Mutual Funds LLC	292	$12.4 萬	0.08%
Crewe Advisors LLC	222	$9.50 萬	0.02%
Venture Visionary Partners LLC	217	$9.26 萬	0.01%
Coston, McIsaac & Partners	166	$7.10 萬	0.04%
CX Institutional	119	$5.10 萬	0.00%
Chilton Capital Management LLC	108	$4.60 萬	0.00%
Stonehage Fleming Financial Services Holdings Ltd	80	$3.40 萬	0.00%
Mach-1 Financial Group, Inc.	80	$3.40 萬	0.02%
NuWave Investment Management, LLC	56	$2.40 萬	0.03%
ACG Wealth	49	$2.10 萬	0.00%
Bell Investment Advisors, Inc	47	$2.00 萬	0.01%
Stephens Consulting, LLC	43	$1.83 萬	0.01%
Oxler Private Wealth LLC	30	$1.28 萬	0.01%
Horan Securities, Inc.	21	$9,000	0.01%
Steward Financial Group LLC	22	$9,000	0.01%
Eagle Bay Advisors LLC	21	$8,949	0.01%
Tfo-TDC, LLC	13	$6,000	0.00%
Enterprise Trust & Investment Co	9	$4,000	0.00%
Better Money Decisions, LLC	10	$4,000	0.00%
Howe & Rusling Inc	6	$3,000	0.00%
Capital Advisors, Ltd. LLC	8	$3,000	0.00%
Credential Qtrade Securities Inc.	6	$2,556	0.00%
WFA of San Diego, LLC	4	$2,000	0.00%
FSC Wealth Advisors, LLC	5	$2,000	0.02%
Financial Synergies Wealth Advisors, Inc.	4	$1,705	0.00%
TSFG, LLC	1	$0	0.00%

清倉機構（156 家）

2022 年第 1 季季末持有 Lam Research Corp、2022 年第 2 季有申報但已經沒有持有的機構。

依市值列出前 100 家，共 156 家。

2022 年第 2 季清倉 LRCX 的機構
機構	2022 年第 1 季股數	2022 年第 1 季市值
Point72 Asset Management, L.P.	187,640	$1.01 億
Woodline Partners LP	146,756	$7,890 萬
Wedge Capital Management L L P	93,118	$5,006 萬
Quadrature Capital Ltd	69,577	$3,737 萬
Artemis Investment Management LLP	48,641	$2,612 萬
Clearbridge Investments, LLC	47,466	$2,552 萬
Clark Capital Management Group, Inc.	40,434	$2,174 萬
Meritage Portfolio Management	33,360	$1,794 萬
Clough Capital Partners L P	29,728	$1,598 萬
Gabelli Funds LLC	22,500	$1,210 萬
Zacks Investment Management	21,496	$1,156 萬
Mackay Shields LLC	20,113	$1,081 萬
Maple Capital Management, Inc.	17,359	$933.3 萬
Capital Fund Management S.A.	10,151	$545.7 萬
Discovery Capital Management, LLC	7,883	$423.8 萬
Yarbrough Capital, LLC	7,308	$392.9 萬
Zweig-DiMenna Associates LLC	6,800	$365.6 萬
Sycomore Asset Management	6,187	$352.0 萬
Swarthmore Group Inc	6,510	$350.0 萬
Advent Capital Management	6,000	$322.6 萬
Castellan Group, LLC	5,387	$289.6 萬
Arabesque Asset Management Ltd	5,126	$275.6 萬
Gamco Investors, Inc. Et Al	5,078	$273.0 萬
Alight Capital Management LP	5,000	$268.8 萬
Proficio Capital Partners LLC	4,790	$257.5 萬
XTX Topco Ltd	3,374	$181.4 萬
Blackhawk Capital Partners LLC.	3,084	$165.8 萬
Wright Investors Service Inc	2,297	$123.5 萬
IBM Retirement Fund	2,247	$120.8 萬
Pearl River Capital, LLC	2,064	$111.0 萬
Estate Counselors, LLC	2,011	$108.1 萬
Connor, Clark & Lunn Investment Management Ltd.	1,958	$105.3 萬
Stevens Capital Management LP	1,896	$101.9 萬
Centiva Capital, LP	1,693	$91.0 萬
Traynor Capital Management, Inc.	1,678	$90.2 萬
Highview Capital Management LLC	1,664	$89.5 萬
Campbell & CO Investment Adviser LLC	1,498	$80.5 萬
Altium Wealth Management LLC	1,479	$79.5 萬
Menard Financial Group LLC	1,449	$77.9 萬
Boulder Hill Capital Management LP	1,400	$75.3 萬
Founders Financial Alliance, LLC	1,393	$74.9 萬
Cooper Financial Group	1,362	$73.2 萬
Frank, Rimerman Advisors LLC	1,311	$70.5 萬
Brookfield Asset Management Inc.	1,239	$66.6 萬
Gsa Capital Partners LLP	1,135	$61.0 萬
AMJ Financial Wealth Management	1,076	$57.8 萬
New England Research & Management, Inc.	1,045	$56.2 萬
K.J. Harrison & Partners Inc	1,000	$53.8 萬
Pinnbrook Capital Management LP	904	$48.6 萬
Thompson Siegel & Walmsley LLC	900	$48.4 萬
Winton Group Ltd	872	$46.9 萬
Brooktree Capital Management	821	$44.1 萬
J.W. Cole Advisors, Inc.	778	$41.8 萬
WESPAC Advisors, LLC	739	$39.7 萬
International Assets Investment Management, LLC	735	$39.5 萬
Private Portfolio Partners LLC	733	$39.4 萬
Oak Thistle LLC	726	$39.1 萬
Crescent Grove Advisors, LLC	708	$38.2 萬
Vanguard Capital Wealth Advisors	700	$37.6 萬
Teza Capital Management LLC	672	$36.1 萬
Symphony Financial, Ltd. Co.	710	$35.7 萬
BOK Financial Private Wealth, Inc.	656	$35.3 萬
Freestone Capital Holdings, LLC	619	$33.3 萬
Alps Advisors Inc	597	$32.1 萬
Central Asset Investments & Management Holdings (HK) Ltd	597	$32.0 萬
CenterStar Asset Management, LLC	–	$31.5 萬
Oppenheimer & Co Inc	564	$30.3 萬
Latitude Advisors, LLC	527	$28.3 萬
Aaron Wealth Advisors	151,068	$28.1 萬
Benedetti & Gucer, Inc.	500	$26.8 萬
Essex Financial Services, Inc.	490	$26.3 萬
FineMark National Bank & Trust	487	$26.2 萬
McLean Asset Management Corp	488	$26.2 萬
Ausdal Financial Partners, Inc.	482	$25.9 萬
Prelude Capital Management, LLC	480	$25.8 萬
Fortem Financial Group, LLC	476	$25.6 萬
OneAscent Wealth Management LLC	470	$25.3 萬
Davis R M Inc	466	$25.1 萬
HBK Sorce Advisory LLC	463	$24.9 萬
Angeles Wealth Management, LLC	464	$24.9 萬
ASB Consultores, LLC	463	$24.9 萬
Boothbay Fund Management, LLC	460	$24.7 萬
Grassi Investment Management	460	$24.7 萬
Peapack Gladstone Financial Corp	458	$24.6 萬
Capital International Sarl	458	$24.6 萬
Osborne Partners Capital Management, LLC	455	$24.5 萬
Dixon Hubard Feinour & Brown Inc	451	$24.2 萬
Hudson Valley Investment Advisors Inc	446	$24.0 萬
Intersect Capital LLC	445	$23.9 萬
Univest Financial Corp	443	$23.8 萬
Voloridge Investment Management, LLC	442	$23.8 萬
Guidance Point Advisors, LLC	439	$23.6 萬
Sather Financial Group Inc	438	$23.5 萬
WSFS Capital Management, LLC	436	$23.4 萬
Miracle Mile Advisors, LLC	432	$23.2 萬
Western Wealth Management, LLC	432	$23.2 萬
Csenge Advisory Group	430	$23.1 萬
Dowling & Yahnke LLC	428	$23.0 萬
Grandfield & Dodd, LLC	420	$23.0 萬
Banco Santander, S.A.	424	$22.8 萬

尚未申報 2022 年第 2 季的機構（23 家）

2022 年第 1 季季末持有 Lam Research Corp、還沒有申報 2022 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2022 年第 1 季持有 LRCX、尚未申報 2022 年第 2 季的機構
機構	2022 年第 1 季股數	2022 年第 1 季市值
Parametric Portfolio Associates LLC	544,696	$2.93 億
NN Investment Partners Holdings N.V.	63,530	$3,416 萬
PGGM Investments	35,557	$2,557 萬
Amalgamated Financial Corp.	37,393	$2,010 萬
Palladium Partners LLC	17,368	$936.2 萬
People's United Financial, Inc.	15,952	$857.6 萬
Susquehanna Fundamental Investments, LLC	12,197	$655.7 萬
Teachers Retirement System of the State of Kentucky	10,072	$541.5 萬
Breiter Capital Management Inc	9,984	$536.7 萬
Virginia Retirement Systems Et Al	5,200	$279.6 萬
Golden State Equity Partners	4,071	$218.9 萬
Fulcrum Asset Management LLP	–	$134.1 萬
IndexIQ Advisors LLC	2,405	$129.3 萬
Legacy Capital Partners, Inc.	1,939	$104.2 萬
Lyon Street Capital, LLC	1,704	$91.6 萬
Barrett Asset Management, LLC	1,123	$60.3 萬
Clark Financial Services Group Inc	935	$50.3 萬
Verity Asset Management, Inc.	778	$41.9 萬
Golden State Wealth Management, LLC	513	$27.6 萬
Ferris Capital, LLC	475	$25.5 萬
Lenox Wealth Advisors, LLC	70	$3.40 萬
SJS Investment Consulting Inc.	60	$3.20 萬
Dixon Hughes Goodman Wealth Advisors LLC	6	$3,000