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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。

2023 年第 1 季與 2022 年第 4 季比較

持有 Lam Research Corp 的機構從 2022 年第 4 季到 2023 年第 1 季的變化。

2023 年第 1 季全部持有人2022 年第 4 季全部持有人

LRCX 的 13F 持有人:2022 年第 4 季與 2023 年第 1 季比較
項目2022 年第 4 季其中尚未申報 2023 年第 1 季2023 年第 1 季變化
持有家數1,347271,366+46
股數1.13 億6.93 萬1.17 億+438.9 萬 (+3.9%)
市值$475.0 億$3,049 萬$604.5 億+$129.9 億 (+27.4%)

27 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(169 家)

2023 年第 1 季季末持有 Lam Research Corp、2022 年第 4 季季末沒有持有的機構。

依市值列出前 100 家,共 169 家。

2023 年第 1 季新進 LRCX 的機構
機構股數市值佔組合 %
GQG Partners LLC1,722,875$9.13 億2.39%
Jericho Capital Asset Management L.P.127,000$6,733 萬2.80%
Artemis Investment Management LLP126,801$6,710 萬0.83%
Tiger Global Management LLC大師老虎環球100,228$5,313 萬0.48%
Ardevora Asset Management LLP100,100$5,307 萬0.95%
Optiver Holding B.V.78,262$4,149 萬1.92%
Twin Tree Management, LP51,245$2,717 萬0.77%
Eisler Capital (UK) Ltd.42,302$2,243 萬1.94%
Group One Trading, L.P.30,527$1,618 萬0.77%
Exane Asset Management20,579$1,091 萬6.21%
Governors Lane LP14,800$784.6 萬1.16%
CTC LLC13,982$742.9 萬0.24%
Nilsine Partners, LLC10,840$574.7 萬0.90%
Bayesian Capital Management, LP10,691$566.8 萬0.70%
CX Institutional10,476$548.4 萬0.29%
Sora Investors LLC10,000$530.1 萬1.46%
Sustainable Insight Capital Management, LLC9,376$497.0 萬4.99%
Employees Retirement System of Texas8,881$470.8 萬0.07%
Abn Amro Investment Solutions8,606$456.2 萬0.09%
Matthews International Capital Management LLC6,739$357.2 萬0.36%
Gunderson Capital Management Inc.6,653$352.7 萬2.62%
Moore Capital Management, LP6,600$349.9 萬0.11%
Ergoteles LLC6,393$338.9 萬0.13%
Tru Independence Asset Management 2, LLC5,813$308.2 萬3.10%
TKG Advisors, LLC5,584$296.0 萬1.84%
Taika Capital, LP5,225$277.0 萬1.32%
Zimmer Partners, LP5,000$265.1 萬0.05%
Ostrum Asset Management4,608$244.3 萬0.21%
Vinva Investment Management Ltd4,569$242.8 萬0.21%
Nomura Holdings Inc4,294$227.6 萬0.02%
Wealth Enhancement Advisory Services, LLC4,136$219.2 萬0.03%
Pine Valley Investments Ltd Liability Co4,003$199.0 萬0.30%
Wolverine Trading, LLC3,656$194.3 萬0.06%
G&S Capital LLC3,501$185.6 萬0.82%
Two Sigma Securities, LLC3,486$184.8 萬0.15%
Estate Counselors, LLC2,510$133.1 萬0.18%
Arrowstreet Capital, Limited Partnership2,449$129.8 萬0.00%
Consolidated Portfolio Review Corp2,435$129.1 萬0.35%
Winton Group Ltd2,415$128.0 萬0.08%
Sowell Financial Services LLC2,266$120.1 萬0.09%
Symmetry Investments LP2,248$119.2 萬0.57%
Perpetual Ltd2,123$112.5 萬0.01%
Oppenheimer & Co Inc2,101$111.4 萬0.02%
Empower Advisory Group, LLC2,030$105.9 萬0.00%
Arjuna Capital1,844$97.8 萬0.38%
PFG Investments, LLC1,761$93.3 萬0.19%
GPS Wealth Strategies Group, LLC1,709$90.6 萬0.19%
Independent Advisor Alliance1,647$87.3 萬0.04%
Quantamental Technologies LLC1,554$82.4 萬0.44%
Abundance Wealth Counselors1,498$79.4 萬0.20%
AtlasMark Financial, Inc1,300$68.9 萬0.90%
Legacy Capital Group California, Inc.1,262$66.9 萬0.33%
Herold Advisors, Inc.1,260$66.8 萬0.23%
V-Square Quantitative Management LLC1,204$63.8 萬0.59%
WR Wealth Planners, LLC1,179$62.5 萬0.27%
Daymark Wealth Partners, LLC1,096$58.1 萬0.08%
Mirabella Financial Services LLP1,009$53.5 萬0.11%
Fidelis Capital Partners, LLC947$50.2 萬0.21%
Eschler Asset Management LLP927$49.1 萬0.39%
Portman Square Capital LLP850$45.1 萬0.11%
ABN AMRO Bank N.V.846$45.0 萬0.01%
Capital CS Group, LLC732$38.8 萬0.37%
Lincoln Capital Corp704$37.3 萬0.22%
CWA Asset Management Group, LLC679$36.0 萬0.03%
New England Research & Management, Inc.675$35.8 萬0.21%
Teza Capital Management LLC628$33.3 萬0.07%
Brookfield Asset Management Inc.610$32.3 萬0.00%
Capula Management Ltd600$31.8 萬0.03%
Saranac Partners Ltd600$31.8 萬0.19%
Legacy Capital Wealth Partners, LLC596$31.6 萬0.09%
Barings LLC592$31.4 萬0.01%
Graypoint LLC590$31.3 萬0.03%
Evergreen Capital Management LLC575$30.6 萬0.01%
Provence Wealth Management Group572$30.3 萬0.20%
Geller Advisors LLC532$28.3 萬0.04%
TownSquare Capital, LLC528$28.0 萬0.01%
Essex Financial Services, Inc.508$26.9 萬0.03%
Gamco Investors, Inc. Et Al500$26.5 萬0.00%
SignalPoint Asset Management, LLC499$26.5 萬0.09%
Interchange Capital Partners, LLC490$26.0 萬0.14%
Parisi Gray Wealth Management485$25.7 萬0.16%
Congress Asset Management Co476$25.3 萬0.00%
Insigneo Advisory Services, LLC472$25.2 萬0.08%
Wesbanco Bank Inc473$25.1 萬0.01%
Crestwood Advisors Group LLC468$24.8 萬0.01%
Haverford Trust Co467$24.8 萬0.00%
Camden Capital, LLC467$24.7 萬0.04%
Angeles Wealth Management, LLC466$24.7 萬0.04%
Syntegra Private Wealth Group, LLC463$24.6 萬0.04%
PDS Planning, Inc462$24.5 萬0.03%
Jacobi Capital Management LLC462$24.5 萬0.03%
Stonehearth Capital Management, LLC461$24.4 萬0.13%
Grassi Investment Management460$24.4 萬0.03%
Hutchens & Kramer Investment Management Group, LLC460$24.4 萬0.21%
Capital International Sarl458$24.3 萬0.01%
Insight Advisors, LLC457$24.2 萬0.06%
Osborne Partners Capital Management, LLC455$24.1 萬0.02%
Tandem Capital Management Corp455$24.1 萬0.17%
QCM Cayman, Ltd.455$24.1 萬1.51%
Summit Trail Advisors, LLC445$23.7 萬0.01%

清倉機構(123 家)

2022 年第 4 季季末持有 Lam Research Corp、2023 年第 1 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 123 家。

2023 年第 1 季清倉 LRCX 的機構
機構2022 年第 4 季股數2022 年第 4 季市值
Whale Rock Capital Management LLC120,689$5,073 萬
Westfield Capital Management Co LP101,196$4,253 萬
KCL Capital, L.P.85,000$3,573 萬
Southpoint Capital Advisors LP50,000$2,102 萬
J. Goldman & Co LP48,165$2,024 萬
United Services Automobile Association27,180$1,142 萬
Quadrature Capital Ltd26,430$1,111 萬
Ariose Capital Management Ltd25,047$1,053 萬
Rheos Capital Works Inc.22,100$928.9 萬
Two Sigma Advisers, LP21,500$903.6 萬
One01 Capital, LP20,437$859.0 萬
HRT Financial LP15,406$647.5 萬
Marshall Wace, LLP14,604$613.8 萬
Voloridge Investment Management, LLC10,569$444.2 萬
Threadgill Financial, LLC9,411$395.5 萬
Point72 Middle East FZE8,168$343.3 萬
Aquatic Capital Management LLC7,500$315.2 萬
Duality Advisers, LP7,439$312.7 萬
Caas Capital Management LP7,296$306.7 萬
Kiwi Wealth Investments Limited Partnership7,250$304.7 萬
Y-Intercept (Hong Kong) Ltd7,186$302.0 萬
Quantitative Investment Management, LLC6,831$287.1 萬
Boothbay Fund Management, LLC6,552$275.4 萬
Carmignac Gestion6,000$252.2 萬
Qube Research & Technologies Ltd4,852$203.9 萬
Jefferies Financial Group Inc.4,428$186.1 萬
Marex Group plc4,390$184.5 萬
Sanders Morris Harris LLC4,242$178.3 萬
Connable Office Inc4,217$177.2 萬
Paloma Partners Management Co3,736$157.0 萬
Park Avenue Securities LLC3,688$155.0 萬
Motley Fool Asset Management LLC3,469$145.8 萬
FORA Capital, LLC3,175$133.4 萬
Gyroscope Capital Management Group, LLC3,172$133.3 萬
Alpha DNA Investment Management LLC3,073$129.2 萬
Haverford Financial Services, Inc.3,035$127.6 萬
Darwin Advisors, LLC2,217$105.0 萬
Garda Capital Partners LP2,309$97.0 萬
Gyon Technologies Capital Management, LP2,145$90.2 萬
Alight Capital Management LP2,000$84.1 萬
Bellwether Advisors, LLC1,958$82.3 萬
Mach-1 Financial Group, Inc.1,871$78.6 萬
Dynamic Technology Lab Private Ltd1,626$68.3 萬
Altman Advisors, Inc.1,435$66.6 萬
Outlook Wealth Advisors, LLC1,458$61.3 萬
Ontario Teachers Pension Plan Board1,431$60.1 萬
Drive Wealth Management, LLC1,385$58.5 萬
Moreno Evelyn V1,344$56.5 萬
Campbell & CO Investment Adviser LLC1,290$54.2 萬
Journey Advisory Group, LLC1,275$53.6 萬
Invst, LLC1,032$51.6 萬
Strategic Investment Advisors1,180$49.6 萬
Caxton Associates LP1,132$47.6 萬
XTX Topco Ltd1,094$46.0 萬
Peterson Financial Group, Inc.1,081$45.4 萬
Echo Street Capital Management LLC1,071$45.0 萬
Stevens Capital Management LP1,008$42.4 萬
Sherbrooke Park Advisers LLC1,000$42.0 萬
Blueshift Asset Management, LLC964$40.5 萬
Renaissance Group LLC915$38.5 萬
Guardian Capital Advisors LP809$38.0 萬
CastleKnight Management LP900$37.8 萬
Pinkerton Retirement Specialists, LLC865$36.4 萬
Buckingham Strategic Partners865$36.4 萬
Alpha Cubed Investments, LLC855$35.9 萬
Oversea-Chinese Banking CORP Ltd816$34.3 萬
Algert Global LLC745$31.3 萬
Wealthspire Advisors, LLC705$29.6 萬
Shorepoint Capital Partners LLC705$29.6 萬
Edmond de Rothschild Holding S.A.683$28.7 萬
K.J. Harrison & Partners Inc500$28.5 萬
World Equity Group, Inc.647$27.2 萬
Schmidt P J Investment Management Inc583$24.5 萬
Lebenthal Global Advisors, LLC568$23.9 萬
Richard W. Paul & Associates, LLC540$22.7 萬
Capital Markets Trading UK LLP532$22.4 萬
Money Concepts Capital Corp522$21.9 萬
Inceptionr LLC514$21.6 萬
GeoWealth Management, LLC507$21.3 萬
Transcend Wealth Collective, LLC500$21.0 萬
Ground Swell Capital, LLC499$21.0 萬
La Financiere de L'Echiquier491$20.7 萬
Boston Common Asset Management, LLC490$20.6 萬
Foundations Investment Advisors, LLC488$20.5 萬
DuPont Capital Management Corp448$18.8 萬
Zullo Investment Group, Inc.379$15.9 萬
Counterpoint Mutual Funds LLC366$15.4 萬
Mendota Financial Group, LLC300$12.6 萬
One River Asset Management, LLC296$12.5 萬
CenterStar Asset Management, LLC–$11.1 萬
U.S. Capital Wealth Advisors, LLC259$10.9 萬
Itau Unibanco Holding S.A.202$8.50 萬
Centiva Capital, LP185$7.78 萬
Jones Financial Companies LLLP167$7.00 萬
Seldon Capital LP154$6.47 萬
WJ Interests, LLC150$6.30 萬
Accurate Wealth Management, LLC128$5.87 萬
Godsey & Gibb Associates125$5.25 萬
Romano Brothers and Company117$4.92 萬
Bay Harbor Wealth Management, LLC110$4.60 萬

尚未申報 2023 年第 1 季的機構(27 家)

2022 年第 4 季季末持有 Lam Research Corp、還沒有申報 2023 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2022 年第 4 季持有 LRCX、尚未申報 2023 年第 1 季的機構
機構2022 年第 4 季股數2022 年第 4 季市值
Comerica Bank22,059$1,039 萬
Bank of the West7,343$308.6 萬
Allstate Investment Management Co5,304$222.9 萬
Probity Advisors, Inc.5,257$221.0 萬
Seeyond4,236$178.0 萬
Capital Financial Services, LLC2,940$123.6 萬
Laurel Wealth Advisors, Inc.2,885$121.3 萬
Delphi Management Inc2,820$118.5 萬
Boenning & Scattergood, Inc.2,200$118.3 萬
Personal Capital Advisors Corp1,946$81.8 萬
Pendal Group Limited1,797$75.5 萬
CFO4Life, L.P.1,522$64.0 萬
ARGI Investment Services, LLC1,499$63.0 萬
Willner & Heller, LLC1,366$57.4 萬
Gofen & Glossberg LLC1,019$42.8 萬
Lloyd Advisory Services, LLC.1,000$42.0 萬
Zeke Capital Advisors, LLC947$39.8 萬
Heritage Wealth Management, LLC946$39.8 萬
Tyler-Stone Wealth Management934$39.3 萬
Keystone Financial Group635$26.7 萬
CoreCap Advisors, LLC187$7.86 萬
Sargent Bickham Lagudis LLC186$7.82 萬
Align Wealth Management, LLC100$3.66 萬
Cornerstone Planning Group LLC64$2.90 萬
Cribstone Capital Management, LLC50$2.10 萬
Trustcore Financial Services, LLC20$8,406
St Germain D J Co Inc7$2,942