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、6 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 3 季 13F 持有人
Lam Research Corp 在 2022/9/30 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
- 1,273
- 較 2022 年第 2 季 −21 家
- 持有股數
- 1.13 億
- 較 2022 年第 2 季 +110.9 萬 (+1.0%)
- 總市值
- $415.7 億
- 較 2022 年第 2 季 −$63.0 億 (−13.2%)
- 新進機構
- 113
- 另有 454 家加碼
- 清倉機構
- 134
- 另有 518 家減碼
另有 16 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 | 2,651 | $2,213 億 |
| 2025 年第 4 季 | 2,395 | $1,839 億 |
| 2025 年第 3 季 | 2,110 | $1,365 億 |
| 2025 年第 2 季 | 1,882 | $1,027 億 |
| 2025 年第 1 季 | 1,801 | $757.6 億 |
| 2024 年第 4 季 | 1,695 | $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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| American International Group, Inc. | 50,064 | $1,832 萬 | 0.13% | −1,497−2.9% | 減碼 |
| Intech Investment Management LLC | 50,137 | $1,835 萬 | 0.14% | −12,733−20.3% | 減碼 |
| US Bancorp | 50,462 | $1,847 萬 | 0.04% | +815+1.6% | 加碼 |
| AXA S.A. | 50,691 | $1,855 萬 | 0.07% | +1,677+3.4% | 加碼 |
| Jacobs Levy Equity Management, Inc | 51,421 | $1,882 萬 | 0.15% | +32,000+164.8% | 加碼 |
| Calamos Advisors LLC | 53,767 | $1,968 萬 | 0.09% | −11,128−17.1% | 減碼 |
| Aviva PLC | 54,317 | $1,988 萬 | 0.11% | +9,227+20.5% | 加碼 |
| Robeco Institutional Asset Management B.V. | 55,808 | $2,043 萬 | 0.07% | +168+0.3% | 加碼 |
| Scge Management, L.P. | 56,000 | $2,050 萬 | 0.69% | +56,000 | 新進 |
| Capco Asset Management, LLC | 56,866 | $2,081 萬 | 6.98% | +261+0.5% | 加碼 |
| LPL Financial LLC | 57,370 | $2,100 萬 | 0.02% | −831−1.4% | 減碼 |
| AMF Pensionsforsakring AB | 59,267 | $2,171 萬 | 0.26% | −20,891−26.1% | 減碼 |
| Asset Management One Co.,Ltd. | 61,044 | $2,234 萬 | 0.11% | +2,139+3.6% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 61,964 | $2,268 萬 | 0.07% | +15,986+34.8% | 加碼 |
| Triple Frond Partners LLC | 62,060 | $2,271 萬 | 4.00% | +62,060 | 新進 |
| Employees Provident Fund Board | 62,124 | $2,274 萬 | 0.66% | −52,876−46.0% | 減碼 |
| Treasurer of the State of North Carolina | 62,253 | $2,279 萬 | 0.15% | −452−0.7% | 減碼 |
| ARS Investment Partners, LLC | 63,847 | $2,337 萬 | 3.21% | +1,558+2.5% | 加碼 |
| Vaughan David Investments LLC | 64,272 | $2,352 萬 | 0.79% | +2,134+3.4% | 加碼 |
| Natixis Advisors, L.P. | 65,603 | $2,401 萬 | 0.10% | −5,039−7.1% | 減碼 |
| Storebrand Asset Management AS | 66,837 | $2,446 萬 | 0.15% | 00.0% | 不變 |
| Mariner, LLC | 69,071 | $2,528 萬 | 0.10% | +4,230+6.5% | 加碼 |
| Nicholas Company, Inc. | 69,305 | $2,537 萬 | 0.58% | 00.0% | 不變 |
| Kerrisdale Advisers, LLC | 70,123 | $2,567 萬 | 6.23% | +63,370+938.4% | 加碼 |
| Northwestern Mutual Wealth Management Co | 71,330 | $2,611 萬 | 0.05% | +2,804+4.1% | 加碼 |
| Stifel Financial Corp | 72,521 | $2,655 萬 | 0.04% | −2,076−2.8% | 減碼 |
| Putnam Investments LLC | 72,597 | $2,657 萬 | 0.05% | +1,335+1.9% | 加碼 |
| Worldquant Millennium Advisors LLC | 72,858 | $2,667 萬 | 0.65% | +72,858 | 新進 |
| Standard Life Aberdeen plc | 73,188 | $2,679 萬 | 0.08% | +24,626+50.7% | 加碼 |
| Polaris Wealth Advisory Group, LLC | 77,164 | $2,706 萬 | 2.25% | +25,298+48.8% | 加碼 |
| Ci Investments Inc. | 74,665 | $2,733 萬 | 0.14% | +3,080+4.3% | 加碼 |
| Qube Research & Technologies Ltd | 74,944 | $2,743 萬 | 0.17% | +67,008+844.4% | 加碼 |
| SEI Investments Co | 76,189 | $2,789 萬 | 0.06% | +2,244+3.0% | 加碼 |
| Walleye Trading LLC | 76,627 | $2,805 萬 | 0.92% | −15,416−16.7% | 減碼 |
| Toronto Dominion Bank | 76,959 | $2,816 萬 | 0.05% | −13,923−15.3% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 77,584 | $2,840 萬 | 0.30% | −4,700−5.7% | 減碼 |
| Castleark Management LLC | 79,690 | $2,917 萬 | 1.62% | −17,470−18.0% | 減碼 |
| State of New Jersey Common Pension Fund D | 80,458 | $2,945 萬 | 0.12% | 00.0% | 不變 |
| Korea Investment CORP | 80,783 | $2,957 萬 | 0.09% | −17,299−17.6% | 減碼 |
| Truist Financial Corp | 81,402 | $2,979 萬 | 0.06% | +2,603+3.3% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 82,168 | $3,007 萬 | 0.06% | −34,210−29.4% | 減碼 |
| Public Employees Retirement System of Ohio | 82,379 | $3,015 萬 | 0.14% | −433−0.5% | 減碼 |
| Erste Asset Management GmbH | 82,274 | $3,045 萬 | 0.68% | +4,958+6.4% | 加碼 |
| Crosslink Capital Inc | 84,329 | $3,086 萬 | 7.89% | −3,740−4.2% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 84,654 | $3,098 萬 | 0.13% | −96−0.1% | 減碼 |
| Neuberger Berman Group LLC | 85,438 | $3,132 萬 | 0.03% | +10,907+14.6% | 加碼 |
| NZS Capital, LLC | 90,866 | $3,326 萬 | 3.06% | +15,280+20.2% | 加碼 |
| Wellington Management Group LLP | 99,957 | $3,658 萬 | 0.01% | −40,137−28.7% | 減碼 |
| Lord, Abbett & Co. LLC | 101,013 | $3,697 萬 | 0.14% | −12,062−10.7% | 減碼 |
| William Blair Investment Management, LLC | 101,301 | $3,708 萬 | 0.15% | −84,205−45.4% | 減碼 |
| Raymond James & Associates | 101,970 | $3,732 萬 | 0.04% | +12,703+14.2% | 加碼 |
| Manufacturers Life Insurance Company, The | 102,155 | $3,739 萬 | 0.03% | +1,968+2.0% | 加碼 |
| Thrivent Financial for Lutherans | 102,416 | $3,749 萬 | 0.10% | +37,669+58.2% | 加碼 |
| RWC Asset Management LLP | 102,967 | $3,769 萬 | 1.27% | −546−0.5% | 減碼 |
| Blue Whale Capital LLP | 108,800 | $3,982 萬 | 7.12% | −8,000−6.8% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 110,614 | $4,049 萬 | 0.13% | +24,273+28.1% | 加碼 |
| Guggenheim Capital LLC | 110,744 | $4,053 萬 | 0.37% | +6,668+6.4% | 加碼 |
| Federated Hermes, Inc. | 112,097 | $4,103 萬 | 0.12% | −70,051−38.5% | 減碼 |
| AQR Capital Management LLC | 113,521 | $4,141 萬 | 0.10% | −136,740−54.6% | 減碼 |
| Eventide Asset Management, LLC | 113,673 | $4,160 萬 | 0.82% | +173+0.2% | 加碼 |
| Pinnacle Associates Ltd | 115,156 | $4,215 萬 | 0.97% | −2,503−2.1% | 減碼 |
| Associated Banc-Corp | 115,162 | $4,215 萬 | 1.95% | +2,468+2.2% | 加碼 |
| Prudential Financial Inc | 118,848 | $4,384 萬 | 0.07% | −1,612−1.3% | 減碼 |
| DekaBank Deutsche Girozentrale | 120,983 | $4,389 萬 | 0.13% | −195,622−61.8% | 減碼 |
| Westfield Capital Management Co LP | 121,528 | $4,448 萬 | 0.35% | +23,978+24.6% | 加碼 |
| Great West Life Assurance Co | 122,252 | $4,470 萬 | 0.13% | −790−0.6% | 減碼 |
| HM Payson & Co | 122,195 | $4,472 萬 | 1.23% | +4,420+3.8% | 加碼 |
| Tybourne Capital Management (HK) Ltd | 124,600 | $4,560 萬 | 4.38% | +23,600+23.4% | 加碼 |
| NFJ Investment Group, LLC | 158,568 | $4,718 萬 | 1.25% | +42,301+36.4% | 加碼 |
| LSV Asset Management | 129,952 | $4,756 萬 | 0.11% | +24,981+23.8% | 加碼 |
| STRS Ohio | 132,146 | $4,837 萬 | 0.23% | −475−0.4% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 132,248 | $4,840 萬 | 0.37% | +367+0.3% | 加碼 |
| DnB Asset Management AS | 135,492 | $4,959 萬 | 0.38% | +29,921+28.3% | 加碼 |
| Nomura Asset Management Co Ltd | 136,322 | $4,989 萬 | 0.32% | −5,646−4.0% | 減碼 |
| Bank of Montreal | 135,438 | $5,035 萬 | 0.04% | −24,830−15.5% | 減碼 |
| TD Asset Management Inc | 136,383 | $5,054 萬 | 0.06% | +2,083+1.6% | 加碼 |
| State of Wisconsin Investment Board | 139,749 | $5,115 萬 | 0.16% | −39,519−22.0% | 減碼 |
| Russell Investments Group, Ltd. | 142,569 | $5,225 萬 | 0.11% | +66,307+86.9% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 145,021 | $5,308 萬 | 0.15% | +6,355+4.6% | 加碼 |
| Jennison Associates LLC | 146,115 | $5,348 萬 | 0.05% | +608+0.4% | 加碼 |
| M&G Investment Management Ltd | 150,164 | $5,496 萬 | 0.46% | +10,484+7.5% | 加碼 |
| Epoch Investment Partners, Inc. | 151,573 | $5,548 萬 | 0.36% | −1,159−0.8% | 減碼 |
| BNP Paribas Arbitrage, SA | 152,805 | $5,593 萬 | 0.14% | −71,203−31.8% | 減碼 |
| ProShare Advisors LLC | 153,280 | $5,610 萬 | 0.22% | −34,269−18.3% | 減碼 |
| Schroder Investment Management Group | 153,926 | $5,634 萬 | 0.09% | −23,799−13.4% | 減碼 |
| Captrust Financial Advisors | 154,517 | $5,655 萬 | 0.33% | −19,164−11.0% | 減碼 |
| State Board of Administration of Florida Retirement System | 157,989 | $5,782 萬 | 0.15% | −1,867−1.2% | 減碼 |
| New York State Teachers Retirement System | 158,299 | $5,794 萬 | 0.15% | −2,988−1.9% | 減碼 |
| Heard Capital LLC | 161,470 | $5,910 萬 | 7.09% | +20,900+14.9% | 加碼 |
| Envestnet Asset Management Inc | 170,397 | $6,237 萬 | 0.04% | −8,446−4.7% | 減碼 |
| Susquehanna International Group, LLP | 176,334 | $6,454 萬 | 0.13% | +13,118+8.0% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 178,445 | $6,531 萬 | 1.47% | +8,406+4.9% | 加碼 |
| Ninety One UK Ltd | 178,783 | $6,544 萬 | 0.22% | −45,068−20.1% | 減碼 |
| Allianz Asset Management GmbH | 183,116 | $6,702 萬 | 0.15% | −980,644−84.3% | 減碼 |
| Cincinnati Insurance Co | 187,461 | $6,861 萬 | 1.57% | +187,461 | 新進 |
| Avalon Investment & Advisory | 189,035 | $6,919 萬 | 2.14% | +37,428+24.7% | 加碼 |
| Bessemer Group Inc | 192,892 | $7,060 萬 | 0.18% | +37,368+24.0% | 加碼 |
| Royal Bank of Canada | 195,561 | $7,157 萬 | 0.02% | −270,801−58.1% | 減碼 |
| Agf Investments Inc. | 200,684 | $7,345 萬 | 0.69% | −35,541−15.0% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 203,185 | $7,437 萬 | 0.18% | −83,585−29.1% | 減碼 |