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 3 季與 2022 年第 2 季比較

持有 Lam Research Corp 的機構從 2022 年第 2 季到 2022 年第 3 季的變化。

2022 年第 3 季全部持有人 2022 年第 2 季全部持有人

LRCX 的 13F 持有人：2022 年第 2 季與 2022 年第 3 季比較
項目	2022 年第 2 季	其中尚未申報 2022 年第 3 季	2022 年第 3 季	變化
持有家數	1,310	16	1,273	−21
股數	1.12 億	2.50 萬	1.13 億	+110.9 萬 (+1.0%)
市值	$478.8 億	$777.1 萬	$415.7 億	−$63.0 億 (−13.2%)

16 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 季：沒申報不算清倉，所以變化不計入它們。

新進機構（113 家）

2022 年第 3 季季末持有 Lam Research Corp、2022 年第 2 季季末沒有持有的機構。

依市值列出前 100 家，共 113 家。

2022 年第 3 季新進 LRCX 的機構
機構	股數	市值	佔組合 %
GQG Partners LLC	3,743,670	$13.7 億	3.96%
Coatue Management LLC大師Coatue	485,291	$1.78 億	2.06%
Renaissance Technologies LLC	207,356	$7,589 萬	0.11%
Cincinnati Insurance Co	187,461	$6,861 萬	1.57%
Worldquant Millennium Advisors LLC	72,858	$2,667 萬	0.65%
Triple Frond Partners LLC	62,060	$2,271 萬	4.00%
Scge Management, L.P.	56,000	$2,050 萬	0.69%
Fort Pitt Capital Group, LLC	46,878	$1,716 萬	0.79%
Voloridge Investment Management, LLC	37,924	$1,388 萬	0.07%
Quadrature Capital Ltd	34,462	$1,261 萬	0.41%
Bowie Capital Management, LLC	30,000	$1,098 萬	1.73%
Susquehanna Fundamental Investments, LLC	25,205	$922.5 萬	0.16%
Cincinnati Financial Corp	24,224	$886.6 萬	0.24%
Virginia Retirement Systems Et Al	23,500	$860.1 萬	0.10%
Gratus Capital LLC	23,124	$846.3 萬	0.90%
Trexquant Investment LP	18,091	$662.1 萬	0.23%
Healthcare of Ontario Pension Plan Trust Fund	17,800	$651.5 萬	0.03%
HRT Financial LP	16,175	$592.0 萬	0.06%
Employees Retirement System of Texas	15,933	$583.1 萬	0.09%
Czech National Bank	15,906	$582.2 萬	0.17%
Quantitative Investment Management, LLC	15,043	$550.5 萬	0.91%
3G Capital Partners LP	15,000	$549.0 萬	11.58%
Duality Advisers, LP	14,386	$526.5 萬	0.57%
HAP Trading, LLC	14,051	$514.3 萬	0.66%
Teachers Retirement System of the State of Kentucky	13,110	$479.9 萬	0.06%
PGGM Investments	12,577	$460.3 萬	0.08%
Schonfeld Strategic Advisors LLC	10,315	$377.5 萬	0.03%
Silvant Capital Management LLC	10,048	$369.5 萬	0.25%
Occudo Quantitative Strategies LP	9,395	$343.9 萬	0.27%
Madison Wealth Management	6,558	$240.0 萬	0.59%
TrinityPoint Wealth, LLC	6,289	$230.2 萬	0.53%
Wellington Shields Capital Management, LLC	5,505	$201.5 萬	0.48%
Advisor Partners II, LLC	4,669	$170.9 萬	0.13%
Hoey Investments, Inc	4,502	$164.8 萬	0.68%
Aurora Investment Counsel	4,268	$156.2 萬	1.19%
Dynamic Technology Lab Private Ltd	3,984	$145.8 萬	0.14%
Oak Harvest Investment Services	3,387	$123.9 萬	0.33%
Cincinnati Specialty Underwriters Insurance CO	2,783	$101.9 萬	0.47%
Fortem Financial Group, LLC	2,666	$97.6 萬	0.68%
Pearl River Capital, LLC	2,545	$93.1 萬	0.17%
Quantinno Capital Management LP	2,302	$84.3 萬	0.11%
Capital Management Associates	2,239	$81.9 萬	1.19%
Chicago Trust Co NA	2,056	$75.3 萬	0.20%
Arrowstreet Capital, Limited Partnership	2,016	$73.8 萬	0.00%
Alpha DNA Investment Management LLC	2,012	$73.6 萬	0.64%
Wipfli Financial Advisors LLC,	1,891	$69.5 萬	0.05%
Peapack Gladstone Financial Corp	1,751	$64.1 萬	0.01%
Taika Capital, LP	1,594	$58.3 萬	0.36%
Teza Capital Management LLC	1,466	$53.7 萬	0.11%
Graham Capital Management, L.P.	1,452	$53.1 萬	0.02%
Centiva Capital, LP	1,436	$52.6 萬	0.04%
Founders Financial Alliance, LLC	1,401	$51.3 萬	0.26%
Prelude Capital Management, LLC	1,257	$46.0 萬	0.02%
PDT Partners, LLC	1,200	$43.9 萬	0.07%
Avantax Planning Partners, Inc.	1,194	$43.7 萬	0.02%
Jefferies Group LLC	1,125	$41.2 萬	0.01%
Burns J W & Co Inc	1,122	$41.1 萬	0.08%
Charles Carroll Financial Partners, LLC	1,050	$38.4 萬	0.62%
Alps Advisors Inc	1,029	$37.7 萬	0.00%
Zacks Investment Management	969	$35.5 萬	0.01%
Bedell Frazier Investment Counseling, LLC	966	$35.4 萬	0.10%
Boothbay Fund Management, LLC	966	$35.4 萬	0.01%
Stevens Capital Management LP	962	$35.2 萬	0.23%
Clark Financial Services Group Inc	951	$34.8 萬	0.37%
Koss-Olinger Consulting, LLC	888	$32.5 萬	0.06%
Resources Investment Advisors, LLC.	848	$31.0 萬	0.01%
Old Mission Capital LLC	808	$29.6 萬	0.01%
Echo Street Capital Management LLC	765	$28.0 萬	0.00%
QCM Cayman, Ltd.	731	$26.8 萬	3.91%
Canvas Wealth Advisors, LLC	696	$26.8 萬	0.11%
ASB Consultores, LLC	721	$26.4 萬	0.12%
Power Corp of Canada	714	$26.1 萬	0.04%
Equitable Holdings, Inc.	705	$25.8 萬	0.01%
Shufro Rose & Co LLC	700	$25.6 萬	0.03%
Redwood Investment Management, LLC	644	$23.6 萬	0.05%
Flow Traders U.S. LLC	625	$22.9 萬	0.01%
Gsa Capital Partners LLP	581	$21.3 萬	0.03%
Transcend Wealth Collective, LLC	582	$21.3 萬	0.02%
First National Bank of Omaha	575	$21.0 萬	0.01%
One Wealth Advisors, LLC	563	$20.6 萬	0.07%
Exos TFP Holdings LLC	476	$17.4 萬	0.08%
Ameliora Wealth Management Ltd.	488	$15.8 萬	0.09%
Alta Advisers Ltd	400	$14.6 萬	0.09%
Almanack Investment Partners, LLC.	274	$10.0 萬	0.02%
Icon Wealth Advisors, LLC	274	$10.0 萬	0.01%
Paragon Wealth Strategies, LLC	206	$7.50 萬	0.07%
Householder Group Estate & Retirement Specialist, LLC	162	$5.90 萬	0.02%
Silver Oak Securities, Inc	83	$5.20 萬	0.01%
First Manhattan Co	135	$4.90 萬	0.00%
Standard Family Office LLC	106	$3.90 萬	0.02%
Beacon Capital Management, LLC	75	$3.20 萬	0.01%
Norwood Financial Corp	86	$3.10 萬	0.05%
Sumitomo Mitsui Financial Group, Inc.	80	$3.00 萬	0.00%
DT Investment Partners, LLC	68	$2.50 萬	0.00%
Abound Wealth Management	59	$2.16 萬	0.01%
McClarren Financial Advisors, Inc.	50	$1.80 萬	0.02%
Atlantic Trust, LLC	39	$1.40 萬	0.00%
Asset Dedication, LLC	32	$1.20 萬	0.00%
TD Ameritrade Investment Management, LLC	30	$1.10 萬	0.00%
Barrett & Company, Inc.	25	$1.07 萬	0.01%

清倉機構（134 家）

2022 年第 2 季季末持有 Lam Research Corp、2022 年第 3 季有申報但已經沒有持有的機構。

依市值列出前 100 家，共 134 家。

2022 年第 3 季清倉 LRCX 的機構
機構	2022 年第 2 季股數	2022 年第 2 季市值
Viking Global Investors LP大師維京全球投資	694,026	$2.96 億
TCI Fund Management Ltd大師TCI 兒童投資基金	89,545	$3,816 萬
Maplelane Capital, LLC	54,000	$2,301 萬
Capitolis Advisors LLC	43,652	$1,860 萬
Brandywine Global Investment Management, LLC	34,023	$1,450 萬
PointState Capital LP	29,175	$1,243 萬
Bornite Capital Management LP	25,000	$1,065 萬
Group One Trading, L.P.	23,502	$1,002 萬
Nippon Life Global Investors Americas, Inc.	21,610	$921.5 萬
Sora Investors LLC	20,000	$852.3 萬
NewEdge Wealth, LLC	17,618	$750.8 萬
Optiver Holding B.V.	16,768	$714.8 萬
PEAK6 Investments LLC	15,512	$712.7 萬
Cypress Capital, LLC	16,342	$696.4 萬
Oasis Management Co Ltd.	12,000	$511.4 萬
Maryland State Retirement & Pension System	10,675	$454.9 萬
Ninety One SA (PTY) Ltd	9,700	$411.7 萬
Knights of Columbus Asset Advisors LLC	9,517	$405.6 萬
Paradiem, LLC	9,052	$385.8 萬
U.S. Capital Wealth Advisors, LLC	7,778	$331.5 萬
F/M Investments LLC	4,742	$308.6 萬
Mathes Company, Inc.	6,329	$269.7 萬
Intrepid Family Office LLC	6,000	$255.7 萬
Marsico Capital Management LLC	5,406	$230.4 萬
Sturgeon Ventures LLP	4,798	$204.5 萬
Matisse Capital	3,772	$160.7 萬
Weiss Multi-Strategy Advisers LLC	3,125	$133.2 萬
CTC LLC	2,723	$116.0 萬
Ativo Capital Management LLC	2,545	$108.5 萬
Natixis Investment Managers International	2,540	$108.2 萬
JB Capital LLC	2,122	$90.4 萬
Two Sigma Securities, LLC	2,044	$87.1 萬
Cavalier Investments, LLC	2,022	$86.2 萬
Heartland Bank & Trust Co	2,000	$85.2 萬
Kornitzer Capital Management Inc	1,925	$82.0 萬
Lifeworks Advisors, LLC	1,766	$75.3 萬
Barings LLC	1,744	$74.3 萬
Nomura Holdings Inc	1,828	$72.1 萬
Mirabella Financial Services LLP	1,679	$71.6 萬
Advisor Resource Council	1,626	$69.3 萬
Cipher Capital LP	1,558	$66.4 萬
EP Wealth Advisors, LLC	1,547	$65.9 萬
Perennial Investment Advisors, LLC	1,520	$64.7 萬
Alerus Financial NA	1,485	$63.3 萬
Mirova	1,372	$58.4 萬
WR Wealth Planners, LLC	1,280	$54.5 萬
Strategy Asset Managers LLC	1,212	$51.6 萬
Sabadell Asset Management, S.A S.G.I.I.C	1,153	$48.3 萬
Ground Swell Capital, LLC	1,055	$45.0 萬
Sassicaia Capital Advisers LLC	1,000	$42.6 萬
Deltec Asset Management LLC	925	$39.4 萬
Guardian Capital Advisors LP	900	$37.7 萬
Forum Financial Management, LP	795	$33.9 萬
Paloma Partners Management Co	742	$31.6 萬
Moody Lynn & Lieberson, LLC	737	$31.4 萬
Telemetry Investments, L.L.C.	709	$30.2 萬
Weinberger Asset Management, Inc	706	$30.1 萬
Financial Advocates Investment Management	701	$29.8 萬
Guardian Wealth Advisors, LLC	621	$26.6 萬
Guerra Pan Advisors, LLC	519	$26.0 萬
Insight Advisors, LLC	486	$25.8 萬
Two Sigma Advisers, LP	600	$25.6 萬
First Affirmative Financial Network	599	$25.5 萬
Sax Wealth Advisors, LLC	593	$25.3 萬
LeJeune Puetz Investment Counsel LLC	585	$24.9 萬
Indie Asset Partners, LLC	580	$24.7 萬
Collective Family Office LLC	568	$24.2 萬
Baker Tilly Wealth Management, LLC	558	$23.8 萬
Holderness Investments Co	556	$23.7 萬
StoneX Group Inc.	546	$23.4 萬
Virtue Capital Management, LLC	546	$23.3 萬
Busey Wealth Management	544	$23.2 萬
Fortress Wealth Group, LLC	545	$23.2 萬
DGS Capital Management, LLC	544	$23.2 萬
Evergreen Capital Management LLC	535	$22.9 萬
GraniteShares Advisors LLC	538	$22.9 萬
Interchange Capital Partners, LLC	538	$22.9 萬
Lyell Wealth Management, LP	531	$22.7 萬
XR Securities LLC	526	$22.4 萬
Valley Brook Capital Group	525	$22.3 萬
CPR Investments Inc.	522	$22.2 萬
Cadence Bank NA	516	$22.0 萬
Maxele Advisors, LLC	513	$21.9 萬
Laurion Capital Management LP	511	$21.8 萬
One Charles Private Wealth Services, LLC	529	$21.8 萬
Edgestream Partners, L.P.	508	$21.6 萬
Equitable Trust Co	500	$21.3 萬
Ironwood Investment Counsel, LLC	500	$21.3 萬
Sprott Inc.	500	$21.3 萬
QVR LLC	499	$21.3 萬
Harrell Investment Partners, LLC	500	$21.3 萬
Seven Eight Capital, LP	497	$21.2 萬
Claraphi Advisory Network, LLC	498	$21.2 萬
Everhart Financial Group, Inc.	497	$21.2 萬
PFG Private Wealth Management, LLC	494	$21.1 萬
Fort Washington Investment Advisors Inc	490	$20.9 萬
Pinnacle Financial Partners Inc	490	$20.9 萬
Asahi Life Asset Management Co., Ltd.	490	$20.9 萬
Jacobi Capital Management LLC	491	$20.9 萬
Riverwater Partners LLC	490	$20.9 萬

尚未申報 2022 年第 3 季的機構（16 家）

2022 年第 2 季季末持有 Lam Research Corp、還沒有申報 2022 年第 3 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2022 年第 2 季持有 LRCX、尚未申報 2022 年第 3 季的機構
機構	2022 年第 2 季股數	2022 年第 2 季市值
Advisor Partners LLC	4,749	$202.4 萬
Coldstream Capital Management Inc	2,368	$101.0 萬
Sciencast Management LP	1,970	$97.3 萬
B. Riley Wealth Management, Inc.	1,744	$74.3 萬
Murphy Capital Management Inc	1,650	$70.3 萬
HighPoint Advisor Group LLC	1,581	$61.9 萬
KerberRose Wealth Management, LLC	1,045	$44.5 萬
Corbett Road Capital Management, LLC	7,786	$33.5 萬
HYA Advisors, Inc	600	$25.6 萬
Pinnacle Private Wealth, LLC	568	$24.2 萬
Private Capital Group, LLC	411	$17.6 萬
Fieldpoint Private Securities, LLC	304	$13.0 萬
Corbenic Partners LLC	160	$6.80 萬
Brewin Dolphin Ltd	58	$2.50 萬
Brewin Dolphin Wealth Management Ltd	43	$1.80 萬
Enterprise Trust & Investment Co	9	$4,000