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 |
|---|---|---|---|---|---|
| Renaissance Technologies LLC | 207,356 | $7,589 萬 | 0.11% | +207,356 | 新進 |
| HSBC Holdings PLC | 209,693 | $7,727 萬 | 0.14% | +390.0% | 加碼 |
| Capital World Investors | 214,252 | $7,842 萬 | 0.02% | +990.0% | 加碼 |
| Alliancebernstein L.P. | 222,422 | $8,141 萬 | 0.04% | +25,564+13.0% | 加碼 |
| Mackenzie Financial Corp | 223,147 | $8,167 萬 | 0.14% | +3,420+1.6% | 加碼 |
| Eaton Vance Management | 225,273 | $8,245 萬 | 0.12% | +27,853+14.1% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 228,891 | $8,377 萬 | 0.23% | +4,582+2.0% | 加碼 |
| National Pension Service | 226,674 | $8,399 萬 | 0.18% | +3,339+1.5% | 加碼 |
| California State Teachers Retirement System | 232,095 | $8,495 萬 | 0.14% | −4,245−1.8% | 減碼 |
| Principal Financial Group Inc | 233,217 | $8,536 萬 | 0.07% | −8,509−3.5% | 減碼 |
| Canada Pension Plan Investment Board | 245,464 | $8,984 萬 | 0.15% | +95,454+63.6% | 加碼 |
| Rhumbline Advisers | 249,489 | $9,131 萬 | 0.14% | −4,390−1.7% | 減碼 |
| Credit Suisse AG | 255,869 | $9,365 萬 | 0.11% | +1,419+0.6% | 加碼 |
| Rafferty Asset Management, LLC | 263,588 | $9,647 萬 | 1.03% | +3,001+1.2% | 加碼 |
| Swedbank AB | 263,995 | $9,662 萬 | 0.23% | −33,258−11.2% | 減碼 |
| New York State Common Retirement Fund | 265,153 | $9,705 萬 | 0.14% | +11,079+4.4% | 加碼 |
| Capital International Investors | 283,742 | $1.04 億 | 0.03% | −170,708−37.6% | 減碼 |
| Theleme Partners LLP | 294,000 | $1.08 億 | 5.25% | −169,000−36.5% | 減碼 |
| Oaktop Capital Management II, L.P. | 300,246 | $1.10 億 | 22.08% | +15,000+5.3% | 加碼 |
| California Public Employees Retirement System | 310,973 | $1.14 億 | 0.10% | +36,721+13.4% | 加碼 |
| Citigroup Inc | 314,763 | $1.15 億 | 0.16% | −61,441−16.3% | 減碼 |
| The PNC Financial Services Group, Inc. | 333,634 | $1.22 億 | 0.13% | −1010.0% | 減碼 |
| Maj Invest Holding A/S | 340,962 | $1.25 億 | 3.38% | −326,958−49.0% | 減碼 |
| Boston Partners | 341,329 | $1.25 億 | 0.18% | −52,555−13.3% | 減碼 |
| 1832 Asset Management L.P. | 378,470 | $1.39 億 | 0.30% | +232,045+158.5% | 加碼 |
| Victory Capital Management Inc | 386,757 | $1.42 億 | 0.17% | −36,395−8.6% | 減碼 |
| Barclays PLC | 395,932 | $1.45 億 | 0.16% | +67,109+20.4% | 加碼 |
| Millennium Management LLC | 422,072 | $1.54 億 | 0.19% | +395,708+1,500.9% | 加碼 |
| UBS Group AG | 447,906 | $1.64 億 | 0.09% | −207,900−31.7% | 減碼 |
| Deutsche Bank AG | 479,194 | $1.75 億 | 0.11% | +95,282+24.8% | 加碼 |
| Coatue Management LLC大師Coatue | 485,291 | $1.78 億 | 2.06% | +485,291 | 新進 |
| Sumitomo Mitsui Trust Holdings, Inc. | 491,991 | $1.80 億 | 0.15% | +18,501+3.9% | 加碼 |
| Price T Rowe Associates Inc | 558,104 | $2.04 億 | 0.03% | −666,704−54.4% | 減碼 |
| Capital Research Global Investors | 561,688 | $2.06 億 | 0.07% | +250.0% | 加碼 |
| First Trust Advisors LP | 577,839 | $2.11 億 | 0.27% | +656+0.1% | 加碼 |
| Vulcan Value Partners, LLC | 586,498 | $2.15 億 | 2.51% | −91,687−13.5% | 減碼 |
| Aspex Management (HK) Ltd | 600,000 | $2.20 億 | 6.51% | +20,000+3.4% | 加碼 |
| Swiss National Bank | 601,132 | $2.20 億 | 0.16% | −3,900−0.6% | 減碼 |
| Dimensional Fund Advisors LP | 705,902 | $2.58 億 | 0.10% | +1,620+0.2% | 加碼 |
| Charles Schwab Investment Management Inc | 722,877 | $2.65 億 | 0.09% | +4,040+0.6% | 加碼 |
| Wells Fargo & Company | 723,941 | $2.65 億 | 0.09% | −148,838−17.1% | 減碼 |
| Nordea Investment Management AB | 755,060 | $2.75 億 | 0.44% | −11,941−1.6% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 755,816 | $2.77 億 | 1.60% | +3,808+0.5% | 加碼 |
| Alkeon Capital Management LLC | 837,535 | $3.07 億 | 2.11% | −272,855−24.6% | 減碼 |
| WCM Investment Management, LLC | 846,603 | $3.14 億 | 1.13% | +85,823+11.3% | 加碼 |
| Pictet Asset Management SA | 863,629 | $3.16 億 | 0.47% | −13,207−1.5% | 減碼 |
| Artisan Partners Limited Partnership | 889,628 | $3.26 億 | 0.58% | +48,114+5.7% | 加碼 |
| UBS Asset Management Americas Inc | 920,418 | $3.37 億 | 0.19% | −14,042−1.5% | 減碼 |
| Voya Investment Management LLC | 986,108 | $3.61 億 | 0.43% | +928,223+1,603.6% | 加碼 |
| Legal & General Group Plc | 1,025,830 | $3.75 億 | 0.15% | −68,732−6.3% | 減碼 |
| Goldman Sachs Group Inc | 1,067,527 | $3.91 億 | 0.11% | +15,297+1.5% | 加碼 |
| Van Eck Associates Corp | 1,140,329 | $4.17 億 | 1.24% | +66,847+6.2% | 加碼 |
| Bank of America Corp | 1,146,458 | $4.20 億 | 0.06% | −142,048−11.0% | 減碼 |
| Franklin Resources Inc | 1,175,904 | $4.30 億 | 0.23% | −958−0.1% | 減碼 |
| Morgan Stanley | 1,225,166 | $4.48 億 | 0.06% | −5,485−0.4% | 減碼 |
| Massachusetts Financial Services Co | 1,291,523 | $4.73 億 | 0.18% | −11,452−0.9% | 減碼 |
| Invesco Ltd. | 1,388,366 | $5.08 億 | 0.16% | +191,963+16.0% | 加碼 |
| Norges Bank | 1,488,727 | $5.45 億 | 0.14% | +98,180+7.1% | 加碼 |
| Amundi | 1,407,536 | $5.53 億 | 0.33% | +196,476+16.2% | 加碼 |
| Northern Trust Corp | 1,531,482 | $5.61 億 | 0.13% | −26,141−1.7% | 減碼 |
| Bank of New York Mellon Corp | 1,568,362 | $5.74 億 | 0.14% | −47,417−2.9% | 減碼 |
| Nuveen Asset Management, LLC | 1,614,326 | $5.91 億 | 0.24% | −66,052−3.9% | 減碼 |
| Fisher Asset Management, LLC | 2,268,753 | $8.30 億 | 0.62% | +275,864+13.8% | 加碼 |
| Sands Capital Management, LLC | 2,396,878 | $8.77 億 | 3.29% | +519,679+27.7% | 加碼 |
| Geode Capital Management, LLC | 2,473,317 | $9.04 億 | 0.14% | −85,599−3.3% | 減碼 |
| Janus Henderson Group PLC | 2,678,268 | $9.80 億 | 0.73% | −71,383−2.6% | 減碼 |
| GQG Partners LLC | 3,743,670 | $13.7 億 | 3.96% | +3,743,670 | 新進 |
| JPMorgan Chase & Co | 3,874,201 | $14.2 億 | 0.22% | −547,607−12.4% | 減碼 |
| FMR LLC | 4,889,310 | $17.9 億 | 0.19% | −208,535−4.1% | 減碼 |
| Ameriprise Financial Inc | 5,416,085 | $19.8 億 | 0.73% | −50,409−0.9% | 減碼 |
| State Street Corp | 5,645,599 | $20.8 億 | 0.13% | +7,985+0.1% | 加碼 |
| BlackRock Inc. | 10,926,507 | $40.0 億 | 0.14% | −110,649−1.0% | 減碼 |
| Vanguard Group Inc | 11,658,090 | $42.7 億 | 0.13% | +14,128+0.1% | 加碼 |
| Ten Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Viking Global Investors LP大師維京全球投資 | 0 | $0 | 0.00% | −694,026−100.0% | 清倉 |
| TCI Fund Management Ltd大師TCI 兒童投資基金 | 0 | $0 | 0.00% | −89,545−100.0% | 清倉 |
| Maplelane Capital, LLC | 0 | $0 | 0.00% | −54,000−100.0% | 清倉 |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −43,652−100.0% | 清倉 |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −34,023−100.0% | 清倉 |
| PointState Capital LP | 0 | $0 | 0.00% | −29,175−100.0% | 清倉 |
| Bornite Capital Management LP | 0 | $0 | 0.00% | −25,000−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −23,502−100.0% | 清倉 |
| Nippon Life Global Investors Americas, Inc. | 0 | $0 | 0.00% | −21,610−100.0% | 清倉 |
| Sora Investors LLC | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −17,618−100.0% | 清倉 |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −16,768−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −15,512−100.0% | 清倉 |
| Cypress Capital, LLC | 0 | $0 | 0.00% | −16,342−100.0% | 清倉 |
| Oasis Management Co Ltd. | 0 | $0 | 0.00% | −12,000−100.0% | 清倉 |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −10,675−100.0% | 清倉 |
| Ninety One SA (PTY) Ltd | 0 | $0 | 0.00% | −9,700−100.0% | 清倉 |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −9,517−100.0% | 清倉 |
| Paradiem, LLC | 0 | $0 | 0.00% | −9,052−100.0% | 清倉 |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −7,778−100.0% | 清倉 |
| F/M Investments LLC | 0 | $0 | 0.00% | −4,742−100.0% | 清倉 |
| Mathes Company, Inc. | 0 | $0 | 0.00% | −6,329−100.0% | 清倉 |
| Intrepid Family Office LLC | 0 | $0 | 0.00% | −6,000−100.0% | 清倉 |
| Marsico Capital Management LLC | 0 | $0 | 0.00% | −5,406−100.0% | 清倉 |
| Sturgeon Ventures LLP | 0 | $0 | 0.00% | −4,798−100.0% | 清倉 |
| Matisse Capital | 0 | $0 | 0.00% | −3,772−100.0% | 清倉 |