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 13F 持有人
Lam Research Corp 在 2022/12/31 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
- 1,347
- 較 2022 年第 3 季 +102 家
- 持有股數
- 1.13 億
- 較 2022 年第 3 季 +5.66 萬 (+0.1%)
- 總市值
- $475.0 億
- 較 2022 年第 3 季 +$61.1 億 (+14.8%)
- 新進機構
- 208
- 另有 441 家加碼
- 清倉機構
- 106
- 另有 512 家減碼
另有 28 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 | 3,143 | $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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 75,629 | $3,179 萬 | 0.06% | −6,539−8.0% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 79,456 | $3,340 萬 | 0.14% | −5,198−6.1% | 減碼 |
| Standard Life Aberdeen plc | 80,078 | $3,366 萬 | 0.09% | +6,890+9.4% | 加碼 |
| State of New Jersey Common Pension Fund D | 80,458 | $3,382 萬 | 0.13% | 00.0% | 不變 |
| Public Employees Retirement System of Ohio | 82,704 | $3,476 萬 | 0.15% | +325+0.4% | 加碼 |
| KCL Capital, L.P. | 85,000 | $3,573 萬 | 6.17% | +85,000 | 新進 |
| Raymond James & Associates | 85,301 | $3,585 萬 | 0.03% | −16,669−16.3% | 減碼 |
| Erste Asset Management GmbH | 86,253 | $3,606 萬 | 0.76% | +3,979+4.8% | 加碼 |
| Crosslink Capital Inc | 86,119 | $3,620 萬 | 8.73% | +1,790+2.1% | 加碼 |
| NZS Capital, LLC | 86,932 | $3,654 萬 | 3.13% | −3,934−4.3% | 減碼 |
| Brandywine Global Investment Management, LLC | 88,543 | $3,721 萬 | 0.29% | +88,543 | 新進 |
| Mariner, LLC | 90,002 | $3,783 萬 | 0.12% | +20,931+30.3% | 加碼 |
| Epoch Investment Partners, Inc. | 94,341 | $3,965 萬 | 0.24% | −57,232−37.8% | 減碼 |
| Sound Shore Management Inc | 94,560 | $3,974 萬 | 1.49% | +94,560 | 新進 |
| Employees Provident Fund Board | 94,665 | $3,979 萬 | 1.15% | +32,541+52.4% | 加碼 |
| Cubist Systematic Strategies, LLC | 96,439 | $4,053 萬 | 0.35% | +68,668+247.3% | 加碼 |
| BNP Paribas Arbitrage, SA | 96,501 | $4,056 萬 | 0.10% | −56,304−36.8% | 減碼 |
| Federated Hermes, Inc. | 98,032 | $4,120 萬 | 0.11% | −14,065−12.5% | 減碼 |
| Guggenheim Capital LLC | 99,044 | $4,163 萬 | 0.37% | −11,700−10.6% | 減碼 |
| Westfield Capital Management Co LP | 101,196 | $4,253 萬 | 0.33% | −20,332−16.7% | 減碼 |
| RWC Asset Management LLP | 102,303 | $4,300 萬 | 1.35% | −664−0.6% | 減碼 |
| Manufacturers Life Insurance Company, The | 105,640 | $4,440 萬 | 0.03% | +3,485+3.4% | 加碼 |
| William Blair Investment Management, LLC | 106,061 | $4,458 萬 | 0.17% | +4,760+4.7% | 加碼 |
| LSV Asset Management | 107,132 | $4,503 萬 | 0.10% | −22,820−17.6% | 減碼 |
| Toronto Dominion Bank | 107,550 | $4,518 萬 | 0.07% | +30,591+39.7% | 加碼 |
| Associated Banc-Corp | 107,747 | $4,529 萬 | 1.88% | −7,415−6.4% | 減碼 |
| Captrust Financial Advisors | 108,050 | $4,541 萬 | 0.23% | −46,467−30.1% | 減碼 |
| DnB Asset Management AS | 109,641 | $4,608 萬 | 0.32% | −25,851−19.1% | 減碼 |
| Jacobs Levy Equity Management, Inc | 110,652 | $4,651 萬 | 0.31% | +59,231+115.2% | 加碼 |
| Atalanta Sosnoff Capital, LLC | 111,272 | $4,677 萬 | 1.44% | +111,272 | 新進 |
| Pinnacle Associates Ltd | 112,537 | $4,730 萬 | 1.03% | −2,619−2.3% | 減碼 |
| Susquehanna International Group, LLP | 114,584 | $4,816 萬 | 0.09% | −61,750−35.0% | 減碼 |
| Eventide Asset Management, LLC | 115,177 | $4,841 萬 | 0.95% | +1,504+1.3% | 加碼 |
| Blue Whale Capital LLP | 116,500 | $4,896 萬 | 8.35% | +7,700+7.1% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 118,355 | $4,974 萬 | 0.15% | +56,391+91.0% | 加碼 |
| STRS Ohio | 119,575 | $5,026 萬 | 0.23% | −12,571−9.5% | 減碼 |
| Whale Rock Capital Management LLC | 120,689 | $5,073 萬 | 1.71% | +120,689 | 新進 |
| Jane Street Group, LLC | 121,209 | $5,094 萬 | 0.10% | +115,866+2,168.6% | 加碼 |
| NFJ Investment Group, LLC | 123,310 | $5,183 萬 | 1.36% | −35,258−22.2% | 減碼 |
| State of Wisconsin Investment Board | 124,018 | $5,212 萬 | 0.17% | −15,731−11.3% | 減碼 |
| Frontier Capital Management Co LLC | 125,168 | $5,261 萬 | 0.57% | +90,271+258.7% | 加碼 |
| AQR Capital Management LLC | 127,728 | $5,305 萬 | 0.12% | +14,207+12.5% | 加碼 |
| Lord, Abbett & Co. LLC | 128,500 | $5,401 萬 | 0.19% | +27,487+27.2% | 加碼 |
| Russell Investments Group, Ltd. | 131,279 | $5,518 萬 | 0.11% | −11,290−7.9% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 132,496 | $5,569 萬 | 0.38% | +248+0.2% | 加碼 |
| HM Payson & Co | 132,766 | $5,580 萬 | 1.39% | +10,571+8.7% | 加碼 |
| D. E. Shaw & Co., Inc. | 132,912 | $5,586 萬 | 0.09% | +104,302+364.6% | 加碼 |
| Prudential Financial Inc | 133,086 | $5,594 萬 | 0.09% | +14,238+12.0% | 加碼 |
| Schroder Investment Management Group | 133,235 | $5,600 萬 | 0.09% | −20,691−13.4% | 減碼 |
| DekaBank Deutsche Girozentrale | 134,277 | $5,610 萬 | 0.15% | +13,294+11.0% | 加碼 |
| M&G Investment Management Ltd | 137,483 | $5,774 萬 | 0.43% | −12,681−8.4% | 減碼 |
| Canada Pension Plan Investment Board | 137,464 | $5,778 萬 | 0.10% | −108,000−44.0% | 減碼 |
| ProShare Advisors LLC | 139,743 | $5,873 萬 | 0.21% | −13,537−8.8% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 143,651 | $5,951 萬 | 0.16% | +33,037+29.9% | 加碼 |
| APG Asset Management N.V. | 144,038 | $6,054 萬 | 0.12% | +118,792+470.5% | 加碼 |
| Nomura Asset Management Co Ltd | 146,735 | $6,167 萬 | 0.36% | +10,413+7.6% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 149,633 | $6,289 萬 | 0.16% | +4,612+3.2% | 加碼 |
| Heard Capital LLC | 152,640 | $6,415 萬 | 6.95% | −8,830−5.5% | 減碼 |
| New York State Teachers Retirement System | 153,730 | $6,461 萬 | 0.16% | −4,569−2.9% | 減碼 |
| State Board of Administration of Florida Retirement System | 154,239 | $6,483 萬 | 0.16% | −3,750−2.4% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 154,868 | $6,509 萬 | 1.58% | −23,577−13.2% | 減碼 |
| Worldquant Millennium Advisors LLC | 161,684 | $6,796 萬 | 1.55% | +88,826+121.9% | 加碼 |
| SEI Investments Co | 167,880 | $7,056 萬 | 0.16% | +91,691+120.3% | 加碼 |
| Great West Life Assurance Co | 168,577 | $7,120 萬 | 0.19% | +46,325+37.9% | 加碼 |
| Ninety One UK Ltd | 178,458 | $7,501 萬 | 0.24% | −325−0.2% | 減碼 |
| Swedbank AB | 184,307 | $7,746 萬 | 0.17% | −79,688−30.2% | 減碼 |
| Parnassus Investments | 189,170 | $7,951 萬 | 0.20% | +189,170 | 新進 |
| 1832 Asset Management L.P. | 199,800 | $8,398 萬 | 0.17% | −178,670−47.2% | 減碼 |
| Bessemer Group Inc | 203,384 | $8,548 萬 | 0.21% | +10,492+5.4% | 加碼 |
| Bank of Montreal | 198,936 | $8,773 萬 | 0.07% | +63,498+46.9% | 加碼 |
| Victory Capital Management Inc | 210,194 | $8,834 萬 | 0.10% | −176,563−45.7% | 減碼 |
| Mackenzie Financial Corp | 212,580 | $8,935 萬 | 0.15% | −10,567−4.7% | 減碼 |
| Allianz Asset Management GmbH | 215,637 | $9,063 萬 | 0.20% | +32,521+17.8% | 加碼 |
| Alliancebernstein L.P. | 217,936 | $9,160 萬 | 0.04% | −4,486−2.0% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 227,175 | $9,548 萬 | 0.25% | −1,716−0.7% | 減碼 |
| Avalon Investment & Advisory | 230,357 | $9,682 萬 | 2.76% | +41,322+21.9% | 加碼 |
| National Pension Service | 230,668 | $9,695 萬 | 0.19% | +3,994+1.8% | 加碼 |
| Jennison Associates LLC | 232,225 | $9,760 萬 | 0.10% | +86,110+58.9% | 加碼 |
| California State Teachers Retirement System | 233,348 | $9,808 萬 | 0.15% | +1,253+0.5% | 加碼 |
| Scge Management, L.P. | 235,000 | $9,877 萬 | 3.49% | +179,000+319.6% | 加碼 |
| Principal Financial Group Inc | 242,154 | $1.02 億 | 0.08% | +8,937+3.8% | 加碼 |
| Agf Management Ltd | 243,723 | $1.02 億 | 0.74% | +243,723 | 新進 |
| New York State Common Retirement Fund | 245,902 | $1.03 億 | 0.14% | −19,251−7.3% | 減碼 |
| Credit Suisse AG | 246,617 | $1.04 億 | 0.11% | −9,252−3.6% | 減碼 |
| Cincinnati Insurance Co | 249,211 | $1.05 億 | 2.09% | +61,750+32.9% | 加碼 |
| TD Asset Management Inc | 262,621 | $1.10 億 | 0.14% | +126,238+92.6% | 加碼 |
| Capital Research Global Investors | 265,670 | $1.12 億 | 0.03% | −296,018−52.7% | 減碼 |
| Rhumbline Advisers | 268,941 | $1.13 億 | 0.15% | +19,452+7.8% | 加碼 |
| Oaktop Capital Management II, L.P. | 269,146 | $1.13 億 | 20.25% | −31,100−10.4% | 減碼 |
| Citigroup Inc | 276,175 | $1.16 億 | 0.16% | −38,588−12.3% | 減碼 |
| Rafferty Asset Management, LLC | 285,213 | $1.20 億 | 1.00% | +21,625+8.2% | 加碼 |
| Theleme Partners LLP | 294,000 | $1.24 億 | 4.75% | 00.0% | 不變 |
| Adage Capital Partners GP, L.L.C. | 304,785 | $1.28 億 | 0.31% | +101,600+50.0% | 加碼 |
| HSBC Holdings PLC | 313,942 | $1.32 億 | 0.16% | +104,249+49.7% | 加碼 |
| Envestnet Asset Management Inc | 313,616 | $1.32 億 | 0.07% | +143,219+84.1% | 加碼 |
| California Public Employees Retirement System | 320,196 | $1.35 億 | 0.11% | +9,223+3.0% | 加碼 |
| The PNC Financial Services Group, Inc. | 329,956 | $1.39 億 | 0.13% | −3,678−1.1% | 減碼 |
| Aspex Management (HK) Ltd | 330,000 | $1.39 億 | 3.88% | −270,000−45.0% | 減碼 |
| Vulcan Value Partners, LLC | 332,094 | $1.39 億 | 1.87% | −254,404−43.4% | 減碼 |
| Royal Bank of Canada | 395,334 | $1.66 億 | 0.05% | +199,773+102.2% | 加碼 |