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 3,142 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 13F 持有人
Lam Research Corp 在 2022/6/30 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
- 1,310
- 較 2022 年第 1 季 −58 家
- 持有股數
- 1.12 億
- 較 2022 年第 1 季 +42.4 萬 (+0.4%)
- 總市值
- $478.8 億
- 較 2022 年第 1 季 −$121.2 億 (−20.2%)
- 新進機構
- 98
- 另有 557 家加碼
- 清倉機構
- 156
- 另有 462 家減碼
另有 23 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 | 3,142 | $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 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| TD Asset Management Inc | 134,300 | $5,723 萬 | 0.07% | −42,504−24.0% | 減碼 |
| STRS Ohio | 132,621 | $5,652 萬 | 0.25% | −12,611−8.7% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 131,881 | $5,620 萬 | 0.40% | +80+0.1% | 加碼 |
| Great West Life Assurance Co | 123,042 | $5,248 萬 | 0.14% | −3,537−2.8% | 減碼 |
| Prudential Financial Inc | 120,460 | $5,140 萬 | 0.08% | −82,058−40.5% | 減碼 |
| Platinum Investment Management Ltd | 119,187 | $5,079 萬 | 1.92% | +1,008+0.9% | 加碼 |
| HM Payson & Co | 117,775 | $5,019 萬 | 1.29% | +17,655+17.6% | 加碼 |
| Pinnacle Associates Ltd | 117,659 | $5,014 萬 | 1.09% | −130.0% | 減碼 |
| Blue Whale Capital LLP | 116,800 | $4,977 萬 | 7.32% | −7,200−5.8% | 減碼 |
| NFJ Investment Group, LLC | 116,267 | $4,955 萬 | 1.18% | +59,286+104.0% | 加碼 |
| Employees Provident Fund Board | 115,000 | $4,901 萬 | 1.11% | 00.0% | 不變 |
| Eventide Asset Management, LLC | 113,500 | $4,837 萬 | 1.03% | −66,846−37.1% | 減碼 |
| Lord, Abbett & Co. LLC | 113,075 | $4,819 萬 | 0.17% | −23,289−17.1% | 減碼 |
| Associated Banc-Corp | 112,694 | $4,802 萬 | 2.10% | +4,404+4.1% | 加碼 |
| DnB Asset Management AS | 105,571 | $4,499 萬 | 0.32% | +79,696+308.0% | 加碼 |
| LSV Asset Management | 104,971 | $4,473 萬 | 0.10% | +6,498+6.6% | 加碼 |
| Balyasny Asset Management LLC | 104,233 | $4,442 萬 | 0.19% | +4,564+4.6% | 加碼 |
| Guggenheim Capital LLC | 104,076 | $4,435 萬 | 0.35% | −1,938−1.8% | 減碼 |
| RWC Asset Management LLP | 103,513 | $4,411 萬 | 1.38% | +9,228+9.8% | 加碼 |
| Tybourne Capital Management (HK) Ltd | 101,000 | $4,304 萬 | 3.11% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 100,187 | $4,269 萬 | 0.03% | −2,763−2.7% | 減碼 |
| Korea Investment CORP | 98,082 | $4,180 萬 | 0.13% | +14,989+18.0% | 加碼 |
| Westfield Capital Management Co LP | 97,550 | $4,157 萬 | 0.33% | +84,875+669.6% | 加碼 |
| Castleark Management LLC | 97,160 | $4,141 萬 | 2.22% | +4,630+5.0% | 加碼 |
| Hel Ved Capital Management Ltd | 93,172 | $3,971 萬 | 24.34% | +93,172 | 新進 |
| Walleye Trading LLC | 92,043 | $3,922 萬 | 0.95% | +64,119+229.6% | 加碼 |
| Capital International Inc | 91,564 | $3,902 萬 | 0.54% | −4,545−4.7% | 減碼 |
| Toronto Dominion Bank | 90,882 | $3,872 萬 | 0.07% | +599+0.7% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 116,378 | $3,819 萬 | 0.07% | +6,833+6.2% | 加碼 |
| TCI Fund Management Ltd大師TCI 兒童投資基金 | 89,545 | $3,816 萬 | 0.12% | +89,545 | 新進 |
| Raymond James & Associates | 89,267 | $3,804 萬 | 0.04% | −1,766−1.9% | 減碼 |
| Crosslink Capital Inc | 88,069 | $3,753 萬 | 10.85% | +21,730+32.8% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 86,341 | $3,679 萬 | 0.16% | −3,175−3.5% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 84,750 | $3,612 萬 | 0.15% | −108−0.1% | 減碼 |
| Public Employees Retirement System of Ohio | 82,812 | $3,529 萬 | 0.15% | −1,652−2.0% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 82,284 | $3,507 萬 | 0.33% | −20,200−19.7% | 減碼 |
| State of New Jersey Common Pension Fund D | 80,458 | $3,429 萬 | 0.13% | −1,898−2.3% | 減碼 |
| AMF Pensionsforsakring AB | 80,158 | $3,421 萬 | 0.34% | −170,738−68.1% | 減碼 |
| Truist Financial Corp | 78,799 | $3,358 萬 | 0.06% | −3,889−4.7% | 減碼 |
| Erste Asset Management GmbH | 77,316 | $3,311 萬 | 0.74% | +5,987+8.4% | 加碼 |
| Panagora Asset Management Inc | 77,364 | $3,297 萬 | 0.22% | −5,842−7.0% | 減碼 |
| Russell Investments Group, Ltd. | 76,262 | $3,251 萬 | 0.07% | −15,227−16.6% | 減碼 |
| NZS Capital, LLC | 75,586 | $3,221 萬 | 3.44% | +15,340+25.5% | 加碼 |
| Stifel Financial Corp | 74,597 | $3,179 萬 | 0.05% | −1,087−1.4% | 減碼 |
| Neuberger Berman Group LLC | 74,531 | $3,177 萬 | 0.03% | −2,316−3.0% | 減碼 |
| SEI Investments Co | 73,945 | $3,148 萬 | 0.07% | +14,052+23.5% | 加碼 |
| Ci Investments Inc. | 71,585 | $3,051 萬 | 0.14% | +4,235+6.3% | 加碼 |
| Putnam Investments LLC | 71,262 | $3,037 萬 | 0.05% | −722−1.0% | 減碼 |
| Natixis Advisors, L.P. | 70,642 | $3,010 萬 | 0.13% | +25,529+56.6% | 加碼 |
| Nicholas Company, Inc. | 69,305 | $2,953 萬 | 0.65% | +69,305 | 新進 |
| Northwestern Mutual Wealth Management Co | 68,526 | $2,920 萬 | 0.05% | +1,494+2.2% | 加碼 |
| Storebrand Asset Management AS | 66,837 | $2,848 萬 | 0.16% | −474−0.7% | 減碼 |
| Frontier Capital Management Co LLC | 66,393 | $2,829 萬 | 0.33% | −24,900−27.3% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 65,841 | $2,806 萬 | 0.11% | +57,373+677.5% | 加碼 |
| Bridgewater Associates, LP | 65,439 | $2,789 萬 | 0.12% | +31,665+93.8% | 加碼 |
| Calamos Advisors LLC | 64,895 | $2,766 萬 | 0.12% | −13,963−17.7% | 減碼 |
| Mariner, LLC | 64,841 | $2,763 萬 | 0.11% | +3,840+6.3% | 加碼 |
| Thrivent Financial for Lutherans | 64,747 | $2,759 萬 | 0.07% | −367−0.6% | 減碼 |
| Natixis | 63,504 | $2,711 萬 | 0.10% | −7,668−10.8% | 減碼 |
| Intech Investment Management LLC | 62,870 | $2,679 萬 | 0.15% | +62,870 | 新進 |
| Jane Street Group, LLC | 62,766 | $2,675 萬 | 0.05% | +25,785+69.7% | 加碼 |
| Treasurer of the State of North Carolina | 62,705 | $2,672 萬 | 0.17% | +1,695+2.8% | 加碼 |
| ARS Investment Partners, LLC | 62,289 | $2,654 萬 | 3.63% | +90.0% | 加碼 |
| Vaughan David Investments LLC | 62,138 | $2,648 萬 | 0.85% | +62,138 | 新進 |
| Asset Management One Co.,Ltd. | 58,905 | $2,510 萬 | 0.12% | −5,322−8.3% | 減碼 |
| LPL Financial LLC | 58,201 | $2,480 萬 | 0.02% | +2,306+4.1% | 加碼 |
| Voya Investment Management LLC | 57,885 | $2,467 萬 | 0.06% | −12,483−17.7% | 減碼 |
| Bank of Nova Scotia | 57,305 | $2,432 萬 | 0.06% | −29,988−34.4% | 減碼 |
| Capco Asset Management, LLC | 56,605 | $2,412 萬 | 7.28% | +808+1.4% | 加碼 |
| Robeco Institutional Asset Management B.V. | 55,640 | $2,371 萬 | 0.07% | −8,087−12.7% | 減碼 |
| Maplelane Capital, LLC | 54,000 | $2,301 萬 | 5.94% | −39,000−41.9% | 減碼 |
| Dana Investment Advisors, Inc. | 53,468 | $2,279 萬 | 1.15% | +724+1.4% | 加碼 |
| Marlowe Partners LP | 53,414 | $2,276 萬 | 23.62% | +1,419+2.7% | 加碼 |
| Renaissance Group LLC | 53,293 | $2,271 萬 | 1.17% | +2,835+5.6% | 加碼 |
| Polaris Wealth Advisory Group, LLC | 51,866 | $2,210 萬 | 1.77% | −9,676−15.7% | 減碼 |
| American International Group, Inc. | 51,561 | $2,197 萬 | 0.15% | −1,272−2.4% | 減碼 |
| Royal London Asset Management Ltd | 49,997 | $2,131 萬 | 0.10% | 00.0% | 不變 |
| Arvest Trust Co N A | 49,717 | $2,119 萬 | 1.39% | −463−0.9% | 減碼 |
| US Bancorp | 49,647 | $2,116 萬 | 0.04% | +740+1.5% | 加碼 |
| Standard Life Aberdeen plc | 48,562 | $2,093 萬 | 0.07% | +1,006+2.1% | 加碼 |
| AXA S.A. | 49,014 | $2,089 萬 | 0.08% | +1,480+3.1% | 加碼 |
| Harbor Island Capital LLC | 48,516 | $2,068 萬 | 12.65% | −90.0% | 減碼 |
| Nisa Investment Advisors, LLC | 48,165 | $2,053 萬 | 0.18% | +1,495+3.2% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 47,467 | $2,023 萬 | 0.83% | −853−1.8% | 減碼 |
| Advisor Group Holdings, Inc. | 47,272 | $2,011 萬 | 0.04% | −2,181−4.4% | 減碼 |
| Flputnam Investment Management Co | 46,887 | $1,998 萬 | 0.73% | −6,803−12.7% | 減碼 |
| Retirement Systems of Alabama | 45,987 | $1,960 萬 | 0.08% | −233−0.5% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 45,978 | $1,959 萬 | 0.05% | −20,870−31.2% | 減碼 |
| Colony Group LLC | 45,291 | $1,930 萬 | 0.33% | +1,210+2.7% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 45,280 | $1,930 萬 | 0.14% | +4,593+11.3% | 加碼 |
| Aviva PLC | 45,090 | $1,922 萬 | 0.10% | +2,894+6.9% | 加碼 |
| USS Investment Management Ltd | 44,233 | $1,885 萬 | 0.20% | −1,841−4.0% | 減碼 |
| Capitolis Advisors LLC | 43,652 | $1,860 萬 | 0.97% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 42,583 | $1,849 萬 | 0.08% | +256+0.6% | 加碼 |
| Creative Planning | 43,188 | $1,841 萬 | 0.03% | +1,639+3.9% | 加碼 |
| MetLife Investment Management | 43,047 | $1,834 萬 | 0.14% | −1,230−2.8% | 減碼 |
| Adams Diversified Equity Fund, Inc. | 42,600 | $1,815 萬 | 0.86% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 41,386 | $1,764 萬 | 0.12% | −20,206−32.8% | 減碼 |
| State Farm Mutual Automobile Insurance Co | 41,289 | $1,760 萬 | 0.02% | +8,273+25.1% | 加碼 |
| Vontobel Holding Ltd. | 41,094 | $1,755 萬 | 0.19% | −26,784−39.5% | 減碼 |