跳到主要內容

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 3,143 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 4 季與 2022 年第 3 季比較

持有 Lam Research Corp 的機構從 2022 年第 3 季到 2022 年第 4 季的變化。

2022 年第 4 季全部持有人2022 年第 3 季全部持有人

LRCX 的 13F 持有人:2022 年第 3 季與 2022 年第 4 季比較
項目2022 年第 3 季其中尚未申報 2022 年第 4 季2022 年第 4 季變化
持有家數1,273281,347+102
股數1.13 億50.3 萬1.13 億+5.66 萬 (+0.1%)
市值$415.7 億$1.84 億$475.0 億+$61.1 億 (+14.8%)

28 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(208 家)

2022 年第 4 季季末持有 Lam Research Corp、2022 年第 3 季季末沒有持有的機構。

依市值列出前 100 家,共 208 家。

2022 年第 4 季新進 LRCX 的機構
機構股數市值佔組合 %
Winslow Capital Management, LLC751,677$3.16 億1.76%
Sanders Capital, LLC645,194$2.71 億0.71%
Agf Management Ltd243,723$1.02 億0.74%
Parnassus Investments189,170$7,951 萬0.20%
Whale Rock Capital Management LLC120,689$5,073 萬1.71%
Atalanta Sosnoff Capital, LLC111,272$4,677 萬1.44%
Sound Shore Management Inc94,560$3,974 萬1.49%
Brandywine Global Investment Management, LLC88,543$3,721 萬0.29%
KCL Capital, L.P.85,000$3,573 萬6.17%
Woodline Partners LP63,977$2,689 萬0.37%
Southpoint Capital Advisors LP50,000$2,102 萬0.54%
J. Goldman & Co LP48,165$2,024 萬1.42%
Capital Fund Management S.A.45,359$1,906 萬0.42%
RE Advisers Corp44,100$1,854 萬0.49%
Nuance Investments, LLC33,409$1,404 萬0.29%
Empire Life Investments Inc.29,722$1,249 萬0.86%
Ariose Capital Management Ltd25,047$1,053 萬4.57%
CI Private Wealth, LLC23,021$973.8 萬0.04%
Clough Capital Partners L P22,860$960.8 萬0.97%
Two Sigma Investments, LP21,556$906.0 萬0.03%
Two Sigma Advisers, LP21,500$903.6 萬0.03%
One01 Capital, LP20,437$859.0 萬24.97%
FourThought Financial Partners, LLC19,993$840.3 萬1.22%
NewEdge Wealth, LLC19,235$808.5 萬0.35%
Varma Mutual Pension Insurance Co18,395$773.1 萬0.11%
La Banque Postale Asset Management SA15,954$670.5 萬0.19%
Value Aligned Research Advisors, LLC13,099$550.6 萬2.50%
Coldstream Capital Management Inc11,928$501.3 萬0.18%
Paragon Advisors, LLC10,900$458.1 萬2.02%
Lathrop Investment Management Corp10,893$457.8 萬1.01%
Maryland State Retirement & Pension System10,675$448.7 萬0.13%
Cinctive Capital Management LP10,341$434.6 萬0.22%
Financial Partners Group, LLC8,790$369.4 萬2.18%
Point72 Middle East FZE8,168$343.3 萬0.26%
Carmignac Gestion6,000$252.2 萬0.05%
Sepio Capital, LP5,996$252.0 萬0.22%
Allstate Investment Management Co5,304$222.9 萬0.07%
Mount Capital Ltd4,846$203.7 萬0.79%
Jefferies Financial Group Inc.4,428$186.1 萬0.03%
Marex Group plc4,390$184.5 萬0.26%
F/M Investments LLC4,343$182.5 萬2.21%
Nippon Life Global Investors Americas, Inc.4,030$169.4 萬0.11%
Empowered Funds, LLC3,786$159.1 萬0.10%
Paloma Partners Management Co3,736$157.0 萬0.34%
Cipher Capital LP3,533$148.5 萬0.28%
Walleye Capital LLC3,527$148.2 萬0.03%
Investment Management Corp of Ontario3,426$144.0 萬0.07%
Matisse Capital3,422$143.8 萬1.28%
SYSTM Wealth Solutions LLC3,190$134.1 萬0.17%
Delphi Management Inc2,820$118.5 萬1.43%
Trust Co of Oklahoma2,697$113.4 萬0.46%
Meeder Advisory Services, Inc.2,533$106.5 萬0.13%
Bleakley Financial Group, LLC2,476$104.1 萬0.04%
Beaumont Financial Advisors, LLC2,466$103.6 萬0.10%
Linden Thomas Advisory Services, LLC2,414$101.5 萬0.29%
Fort Washington Investment Advisors Inc2,391$100.5 萬0.01%
Garda Capital Partners LP2,309$97.0 萬0.90%
Centennial Bank2,150$90.4 萬0.52%
Gyon Technologies Capital Management, LP2,145$90.2 萬0.34%
Lifestyle Asset Management, Inc.2,081$87.5 萬0.70%
Knollwood Investment Advisory, LLC2,070$87.0 萬0.34%
Alight Capital Management LP2,000$84.1 萬0.90%
Bellwether Advisors, LLC1,958$82.3 萬0.24%
B.O.S.S. Retirement Advisors, LLC1,846$77.6 萬0.20%
Corton Capital Inc.1,796$75.5 萬0.62%
WSFS Capital Management, LLC1,662$69.9 萬0.08%
Delphia (USA) Inc.1,654$69.5 萬0.80%
Altman Advisors, Inc.1,435$66.6 萬0.41%
CFO4Life, L.P.1,522$64.0 萬0.14%
Stiles Financial Services Inc1,451$61.0 萬0.35%
Argonautica Private Wealth Management, Inc1,446$60.8 萬0.31%
Ontario Teachers Pension Plan Board1,431$60.1 萬0.01%
EP Wealth Advisors, LLC1,403$59.0 萬0.01%
Magnetar Financial LLC1,354$56.9 萬0.01%
RAM Investment Partners, LLC1,321$55.5 萬0.34%
Campbell & CO Investment Adviser LLC1,290$54.2 萬0.13%
SevenBridge Financial Group, LLC1,254$52.7 萬0.15%
Carr Financial Group Corp1,247$52.6 萬0.28%
Joel Isaacson & Co., LLC1,205$50.6 萬0.04%
Caxton Associates LP1,132$47.6 萬0.03%
Axxcess Wealth Management, LLC1,128$47.4 萬0.04%
XTX Topco Ltd1,094$46.0 萬0.10%
Janney Capital Management LLC1,033$43.4 萬0.03%
Alpha Family Trust1,000$42.0 萬0.38%
Sherbrooke Park Advisers LLC1,000$42.0 萬0.31%
Davis Investment Partners, LLC800$40.8 萬0.21%
Cassaday & Co Wealth Management LLC947$39.8 萬0.02%
Lodestar Private Asset Management LLC936$39.3 萬0.08%
Gallacher Capital Management LLC917$38.5 萬0.23%
STF Management LP908$38.2 萬0.55%
Guardian Capital Advisors LP809$38.0 萬0.04%
3Chopt Investment Partners, LLC900$38.0 萬0.21%
HBK Sorce Advisory LLC898$37.7 萬0.01%
Pinkerton Retirement Specialists, LLC865$36.4 萬0.08%
CBOE Vest Financial, LLC856$36.0 萬0.06%
DoubleLine ETF Adviser LP856$36.0 萬0.18%
Alpha Cubed Investments, LLC855$35.9 萬0.03%
Y.D. More Investments Ltd853$35.9 萬0.10%
Sonora Investment Management Group, LLC828$34.8 萬0.03%
Oversea-Chinese Banking CORP Ltd816$34.3 萬0.02%

清倉機構(106 家)

2022 年第 3 季季末持有 Lam Research Corp、2022 年第 4 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 106 家。

2022 年第 4 季清倉 LRCX 的機構
機構2022 年第 3 季股數2022 年第 3 季市值
GQG Partners LLC3,743,670$13.7 億
Maj Invest Holding A/S340,962$1.25 億
Capital World Investors214,252$7,842 萬
Renaissance Technologies LLC207,356$7,589 萬
ExodusPoint Capital Management, LP45,891$1,680 萬
Capital International Inc34,429$1,260 萬
Hel Ved Capital Management Ltd30,473$1,115 萬
Bowie Capital Management, LLC30,000$1,098 萬
Twinbeech Capital LP28,138$1,030 萬
Railway Pension Investments Ltd18,500$677.1 萬
Capula Management Ltd15,974$584.6 萬
Employees Retirement System of Texas15,933$583.1 萬
Pallas Capital Advisors LLC13,711$539.4 萬
Twin Tree Management, LP14,457$529.1 萬
HAP Trading, LLC14,051$514.3 萬
Simplex Trading, LLC13,653$499.6 萬
Altrafin AG11,209$410.2 萬
Ilmarinen Mutual Pension Insurance Co10,000$366.0 萬
Occudo Quantitative Strategies LP9,395$343.9 萬
Kingfisher Capital LLC8,164$298.8 萬
Moore Capital Management, LP8,000$292.8 萬
Alcosta Capital Management, Inc.7,756$283.9 萬
AlphaCrest Capital Management LLC7,528$275.5 萬
CX Institutional7,014$256.7 萬
Bridgeway Capital Management, LLC7,000$256.2 萬
TrinityPoint Wealth, LLC6,289$230.2 萬
Wolverine Trading, LLC6,175$228.8 萬
Wellington Shields Capital Management, LLC5,505$201.5 萬
Ewing Morris & Co. Investment Partners Ltd.5,320$195.6 萬
Jackson Wealth Management, LLC5,179$189.6 萬
Quantbot Technologies LP5,171$189.2 萬
Hendley & Co Inc4,784$175.1 萬
Tredje AP-fonden4,698$171.9 萬
Scholtz & Company, LLC3,380$169.3 萬
44 Wealth Management LLC4,448$162.8 萬
Pensionfund Sabic3,600$131.8 萬
OPSEU Pension Plan Trust Fund2,353$90.7 萬
Capital Management Associates2,239$81.9 萬
Quantamental Technologies LLC2,204$80.7 萬
Avitas Wealth Management LLC2,194$80.3 萬
Arrowstreet Capital, Limited Partnership2,016$73.8 萬
Independent Advisor Alliance1,830$67.0 萬
Cypress Capital Management LLC1,762$64.5 萬
CMT Capital Markets Trading GmbH1,665$60.9 萬
Taika Capital, LP1,594$58.3 萬
GPS Wealth Strategies Group, LLC1,552$56.8 萬
King Wealth1,500$54.9 萬
Teza Capital Management LLC1,466$53.7 萬
Graham Capital Management, L.P.1,452$53.1 萬
CSS LLC1,435$52.5 萬
Morningstar Investment Services LLC1,184$46.1 萬
Goelzer Investment Management, Inc.1,208$44.2 萬
Charles Carroll Financial Partners, LLC1,050$38.4 萬
Matthews International Capital Management LLC1,044$38.2 萬
Axiom Investment Management LLC1,000$36.6 萬
Ardevora Asset Management LLP1,000$36.6 萬
Sustainable Insight Capital Management, LLC994$36.4 萬
Guardian Capital LP893$32.7 萬
Pzena Investment Management LLC879$32.2 萬
Old Mission Capital LLC808$29.6 萬
Sage Mountain Advisors LLC787$28.8 萬
QCM Cayman, Ltd.731$26.8 萬
Canvas Wealth Advisors, LLC696$26.8 萬
Arete Wealth Advisors, LLC711$26.0 萬
Equitable Holdings, Inc.705$25.8 萬
Virtu Financial LLC693$25.3 萬
OmniStar Financial Group, Inc.686$25.1 萬
First National Bank of Hutchinson675$24.7 萬
Redwood Investment Management, LLC644$23.6 萬
Childress Capital Advisors, LLC640$23.2 萬
Flow Traders U.S. LLC625$22.9 萬
Full Sail Capital, LLC615$22.5 萬
Crestwood Advisors Group LLC594$21.7 萬
Burns Matteson Capital Management, LLC585$21.4 萬
Stratos Wealth Advisors, LLC584$21.4 萬
Gsa Capital Partners LLP581$21.3 萬
First National Bank of Omaha575$21.0 萬
Wintrust Investments LLC547$20.0 萬
MUFG Americas Holdings Corp545$19.9 萬
Almanack Investment Partners, LLC.274$10.0 萬
Icon Wealth Advisors, LLC274$10.0 萬
Hudock, Inc.230$8.40 萬
Northwest Investment Counselors, LLC226$8.30 萬
Householder Group Estate & Retirement Specialist, LLC162$5.90 萬
Silver Oak Securities, Inc83$5.20 萬
Standard Family Office LLC106$3.90 萬
Selective Wealth Management, Inc.90$3.30 萬
Sumitomo Mitsui Financial Group, Inc.80$3.00 萬
Marquette Asset Management, LLC75$2.70 萬
O'Dell Group, LLC67$2.50 萬
Worth Asset Management, LLC50$1.90 萬
West Bancorporation Inc50$1.80 萬
Oxler Private Wealth LLC30$1.11 萬
TD Ameritrade Investment Management, LLC30$1.10 萬
Hanson & Doremus Investment Management18$7,000
Evoke Wealth, LLC19$7,000
Dark Forest Capital Management LP13$5,000
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.10$4,000
Point72 Hong Kong Ltd11$4,000
Howe & Rusling Inc6$2,000

尚未申報 2022 年第 4 季的機構(28 家)

2022 年第 3 季季末持有 Lam Research Corp、還沒有申報 2022 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2022 年第 3 季持有 LRCX、尚未申報 2022 年第 4 季的機構
機構2022 年第 3 季股數2022 年第 3 季市值
Eaton Vance Management225,273$8,245 萬
Agf Investments Inc.200,684$7,345 萬
FourThought Financial, LLC19,944$729.9 萬
Elemental Capital Partners LLC18,610$681.1 萬
Regentatlantic Capital LLC8,146$298.1 萬
Corient Capital Partners, LLC3,313$141.2 萬
Ashfield Capital Partners, LLC3,500$128.1 萬
Redpoint Investment Management Pty Ltd3,225$118.0 萬
Beaumont Financial Partners, LLC2,593$94.9 萬
Wipfli Financial Advisors LLC,1,891$69.5 萬
American Portfolios Advisors1,705$62.4 萬
CPWM, LLC1,554$56.9 萬
Roberts Capital Advisors, LLC1,526$55.9 萬
Ronit Capital LLP1,300$47.6 萬
AtlasMark Financial, Inc1,300$47.6 萬
55I, LLC1,278$46.8 萬
UBP Investment Advisors SA1,204$44.0 萬
Jefferies Group LLC1,125$41.2 萬
Inverness Counsel LLC972$35.6 萬
Bowling Portfolio Management LLC939$34.4 萬
NuWave Investment Management, LLC926$33.9 萬
Balasa Dinverno & Foltz LLC884$32.4 萬
Keebeck Alpha, LP871$31.9 萬
Covington Capital Management324$11.9 萬
New Century Advisors, LLC220$8.10 萬
Siena Capital LLC175$6.40 萬
American Research & Management Co.4$1,000
USA Financial Portformulas Corp1$0