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 |
|---|---|---|---|---|---|
| HM Payson & Co | 132,766 | $5,580 萬 | 1.39% | +10,571+8.7% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 132,496 | $5,569 萬 | 0.38% | +248+0.2% | 加碼 |
| Russell Investments Group, Ltd. | 131,279 | $5,518 萬 | 0.11% | −11,290−7.9% | 減碼 |
| Lord, Abbett & Co. LLC | 128,500 | $5,401 萬 | 0.19% | +27,487+27.2% | 加碼 |
| AQR Capital Management LLC | 127,728 | $5,305 萬 | 0.12% | +14,207+12.5% | 加碼 |
| Frontier Capital Management Co LLC | 125,168 | $5,261 萬 | 0.57% | +90,271+258.7% | 加碼 |
| State of Wisconsin Investment Board | 124,018 | $5,212 萬 | 0.17% | −15,731−11.3% | 減碼 |
| NFJ Investment Group, LLC | 123,310 | $5,183 萬 | 1.36% | −35,258−22.2% | 減碼 |
| Jane Street Group, LLC | 121,209 | $5,094 萬 | 0.10% | +115,866+2,168.6% | 加碼 |
| Whale Rock Capital Management LLC | 120,689 | $5,073 萬 | 1.71% | +120,689 | 新進 |
| STRS Ohio | 119,575 | $5,026 萬 | 0.23% | −12,571−9.5% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 118,355 | $4,974 萬 | 0.15% | +56,391+91.0% | 加碼 |
| Blue Whale Capital LLP | 116,500 | $4,896 萬 | 8.35% | +7,700+7.1% | 加碼 |
| Eventide Asset Management, LLC | 115,177 | $4,841 萬 | 0.95% | +1,504+1.3% | 加碼 |
| Susquehanna International Group, LLP | 114,584 | $4,816 萬 | 0.09% | −61,750−35.0% | 減碼 |
| Pinnacle Associates Ltd | 112,537 | $4,730 萬 | 1.03% | −2,619−2.3% | 減碼 |
| Atalanta Sosnoff Capital, LLC | 111,272 | $4,677 萬 | 1.44% | +111,272 | 新進 |
| Jacobs Levy Equity Management, Inc | 110,652 | $4,651 萬 | 0.31% | +59,231+115.2% | 加碼 |
| DnB Asset Management AS | 109,641 | $4,608 萬 | 0.32% | −25,851−19.1% | 減碼 |
| Captrust Financial Advisors | 108,050 | $4,541 萬 | 0.23% | −46,467−30.1% | 減碼 |
| Associated Banc-Corp | 107,747 | $4,529 萬 | 1.88% | −7,415−6.4% | 減碼 |
| Toronto Dominion Bank | 107,550 | $4,518 萬 | 0.07% | +30,591+39.7% | 加碼 |
| LSV Asset Management | 107,132 | $4,503 萬 | 0.10% | −22,820−17.6% | 減碼 |
| William Blair Investment Management, LLC | 106,061 | $4,458 萬 | 0.17% | +4,760+4.7% | 加碼 |
| Manufacturers Life Insurance Company, The | 105,640 | $4,440 萬 | 0.03% | +3,485+3.4% | 加碼 |
| RWC Asset Management LLP | 102,303 | $4,300 萬 | 1.35% | −664−0.6% | 減碼 |
| Westfield Capital Management Co LP | 101,196 | $4,253 萬 | 0.33% | −20,332−16.7% | 減碼 |
| Guggenheim Capital LLC | 99,044 | $4,163 萬 | 0.37% | −11,700−10.6% | 減碼 |
| Federated Hermes, Inc. | 98,032 | $4,120 萬 | 0.11% | −14,065−12.5% | 減碼 |
| BNP Paribas Arbitrage, SA | 96,501 | $4,056 萬 | 0.10% | −56,304−36.8% | 減碼 |
| Cubist Systematic Strategies, LLC | 96,439 | $4,053 萬 | 0.35% | +68,668+247.3% | 加碼 |
| Employees Provident Fund Board | 94,665 | $3,979 萬 | 1.15% | +32,541+52.4% | 加碼 |
| Sound Shore Management Inc | 94,560 | $3,974 萬 | 1.49% | +94,560 | 新進 |
| Epoch Investment Partners, Inc. | 94,341 | $3,965 萬 | 0.24% | −57,232−37.8% | 減碼 |
| Mariner, LLC | 90,002 | $3,783 萬 | 0.12% | +20,931+30.3% | 加碼 |
| Brandywine Global Investment Management, LLC | 88,543 | $3,721 萬 | 0.29% | +88,543 | 新進 |
| NZS Capital, LLC | 86,932 | $3,654 萬 | 3.13% | −3,934−4.3% | 減碼 |
| Crosslink Capital Inc | 86,119 | $3,620 萬 | 8.73% | +1,790+2.1% | 加碼 |
| Erste Asset Management GmbH | 86,253 | $3,606 萬 | 0.76% | +3,979+4.8% | 加碼 |
| Raymond James & Associates | 85,301 | $3,585 萬 | 0.03% | −16,669−16.3% | 減碼 |
| KCL Capital, L.P. | 85,000 | $3,573 萬 | 6.17% | +85,000 | 新進 |
| Public Employees Retirement System of Ohio | 82,704 | $3,476 萬 | 0.15% | +325+0.4% | 加碼 |
| State of New Jersey Common Pension Fund D | 80,458 | $3,382 萬 | 0.13% | 00.0% | 不變 |
| Standard Life Aberdeen plc | 80,078 | $3,366 萬 | 0.09% | +6,890+9.4% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 79,456 | $3,340 萬 | 0.14% | −5,198−6.1% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 75,629 | $3,179 萬 | 0.06% | −6,539−8.0% | 減碼 |
| Truist Financial Corp | 75,413 | $3,170 萬 | 0.06% | −5,989−7.4% | 減碼 |
| Putnam Investments LLC | 73,473 | $3,088 萬 | 0.05% | +876+1.2% | 加碼 |
| Northwestern Mutual Wealth Management Co | 72,673 | $3,055 萬 | 0.05% | +1,343+1.9% | 加碼 |
| Thrivent Financial for Lutherans | 72,080 | $3,030 萬 | 0.08% | −30,336−29.6% | 減碼 |
| Stifel Financial Corp | 70,161 | $2,950 萬 | 0.04% | −2,360−3.3% | 減碼 |
| Nicholas Company, Inc. | 69,285 | $2,912 萬 | 0.62% | −200.0% | 減碼 |
| Ci Investments Inc. | 68,712 | $2,888 萬 | 0.15% | −5,953−8.0% | 減碼 |
| Natixis Advisors, L.P. | 67,888 | $2,853 萬 | 0.11% | +2,285+3.5% | 加碼 |
| Storebrand Asset Management AS | 67,257 | $2,827 萬 | 0.16% | +420+0.6% | 加碼 |
| KBC Group NV | 66,786 | $2,807 萬 | 0.14% | +34,006+103.7% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 66,584 | $2,799 萬 | 0.31% | −11,000−14.2% | 減碼 |
| Treasurer of the State of North Carolina | 65,565 | $2,756 萬 | 0.17% | +3,312+5.3% | 加碼 |
| Walleye Trading LLC | 65,281 | $2,744 萬 | 0.69% | −11,346−14.8% | 減碼 |
| Vaughan David Investments LLC | 65,239 | $2,742 萬 | 0.82% | +967+1.5% | 加碼 |
| Woodline Partners LP | 63,977 | $2,689 萬 | 0.37% | +63,977 | 新進 |
| Tybourne Capital Management (HK) Ltd | 63,200 | $2,656 萬 | 2.65% | −61,400−49.3% | 減碼 |
| Triple Frond Partners LLC | 62,060 | $2,608 萬 | 4.31% | 00.0% | 不變 |
| Coronation Fund Managers Ltd. | 61,325 | $2,577 萬 | 0.72% | +15,535+33.9% | 加碼 |
| Capco Asset Management, LLC | 60,242 | $2,532 萬 | 7.15% | +3,376+5.9% | 加碼 |
| Castleark Management LLC | 59,390 | $2,496 萬 | 1.30% | −20,300−25.5% | 減碼 |
| Asset Management One Co.,Ltd. | 57,915 | $2,436 萬 | 0.12% | −3,129−5.1% | 減碼 |
| Aviva PLC | 57,882 | $2,433 萬 | 0.12% | +3,565+6.6% | 加碼 |
| Capital International Investors | 56,308 | $2,367 萬 | 0.01% | −227,434−80.2% | 減碼 |
| Assenagon Asset Management S.A. | 56,266 | $2,365 萬 | 0.10% | +29,710+111.9% | 加碼 |
| Robeco Institutional Asset Management B.V. | 55,204 | $2,320 萬 | 0.07% | −604−1.1% | 減碼 |
| Intech Investment Management LLC | 54,808 | $2,304 萬 | 0.17% | +4,671+9.3% | 加碼 |
| LPL Financial LLC | 54,737 | $2,301 萬 | 0.02% | −2,633−4.6% | 減碼 |
| ARS Investment Partners, LLC | 54,711 | $2,299 萬 | 3.06% | −9,136−14.3% | 減碼 |
| Southpoint Capital Advisors LP | 50,000 | $2,102 萬 | 0.54% | +50,000 | 新進 |
| Royal London Asset Management Ltd | 49,215 | $2,069 萬 | 0.09% | +1,405+2.9% | 加碼 |
| Adams Diversified Equity Fund, Inc. | 48,900 | $2,055 萬 | 0.99% | 00.0% | 不變 |
| Fort Pitt Capital Group, LLC | 48,896 | $2,055 萬 | 0.84% | +2,018+4.3% | 加碼 |
| HighTower Advisors, LLC | 48,755 | $2,050 萬 | 0.05% | +13,101+36.7% | 加碼 |
| J. Goldman & Co LP | 48,165 | $2,024 萬 | 1.42% | +48,165 | 新進 |
| American Century Companies Inc | 48,065 | $2,020 萬 | 0.02% | +17,775+58.7% | 加碼 |
| Forsta Ap-Fonden | 48,000 | $2,017 萬 | 0.23% | +14,400+42.9% | 加碼 |
| Arvest Trust Co N A | 47,813 | $2,010 萬 | 1.26% | −1,113−2.3% | 減碼 |
| Vontobel Holding Ltd. | 49,541 | $1,996 萬 | 0.20% | +7,664+18.3% | 加碼 |
| American International Group, Inc. | 47,394 | $1,992 萬 | 0.14% | −2,670−5.3% | 減碼 |
| Polaris Wealth Advisory Group, LLC | 42,404 | $1,969 萬 | 1.47% | −34,760−45.0% | 減碼 |
| US Bancorp | 46,513 | $1,955 萬 | 0.03% | −3,949−7.8% | 減碼 |
| Flputnam Investment Management Co | 46,450 | $1,952 萬 | 0.71% | +1,045+2.3% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 46,348 | $1,948 萬 | 0.10% | +4,445+10.6% | 加碼 |
| Creative Planning | 46,165 | $1,940 萬 | 0.03% | +1,811+4.1% | 加碼 |
| Baird Financial Group, Inc. | 45,921 | $1,930 萬 | 0.05% | +9,291+25.4% | 加碼 |
| Nisa Investment Advisors, LLC | 45,674 | $1,920 萬 | 0.15% | +739+1.6% | 加碼 |
| State Farm Mutual Automobile Insurance Co | 45,536 | $1,914 萬 | 0.02% | 00.0% | 不變 |
| Harbor Island Capital LLC | 45,508 | $1,913 萬 | 12.18% | −1,726−3.7% | 減碼 |
| Colony Group LLC | 45,476 | $1,911 萬 | 0.27% | −1,029−2.2% | 減碼 |
| Capital Fund Management S.A. | 45,359 | $1,906 萬 | 0.42% | +45,359 | 新進 |
| Advisor Group Holdings, Inc. | 44,931 | $1,890 萬 | 0.04% | +2,045+4.8% | 加碼 |
| Ensign Peak Advisors, Inc | 44,654 | $1,877 萬 | 0.04% | +30,640+218.6% | 加碼 |
| Citadel Advisors LLC | 44,617 | $1,875 萬 | 0.02% | +35,512+390.0% | 加碼 |
| RE Advisers Corp | 44,100 | $1,854 萬 | 0.49% | +44,100 | 新進 |