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 13F 持有人
Lam Research Corp 在 2023/3/31 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
- 1,366
- 較 2022 年第 4 季 +46 家
- 持有股數
- 1.17 億
- 較 2022 年第 4 季 +438.9 萬 (+3.9%)
- 總市值
- $604.5 億
- 較 2022 年第 4 季 +$129.9 億 (+27.4%)
- 新進機構
- 169
- 另有 474 家加碼
- 清倉機構
- 123
- 另有 491 家減碼
另有 27 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 11,871 | $629.3 萬 | 0.21% | −57−0.5% | 減碼 |
| Impax Asset Management Group plc | 11,953 | $633.7 萬 | 0.03% | −343−2.8% | 減碼 |
| Carderock Capital Management Inc | 12,009 | $636.6 萬 | 2.22% | +6,140+104.6% | 加碼 |
| British Columbia Investment Management Corp | 12,171 | $645.2 萬 | 0.07% | +33+0.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 12,182 | $645.8 萬 | 0.03% | −318−2.5% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 12,319 | $653.1 萬 | 0.10% | −245−2.0% | 減碼 |
| Profund Advisors LLC | 12,377 | $656.1 萬 | 0.41% | +1,281+11.5% | 加碼 |
| Central Bank & Trust Co | 12,418 | $658.3 萬 | 1.17% | +1,683+15.7% | 加碼 |
| Valley National Advisers Inc | 12,832 | $660.1 萬 | 1.16% | +222+1.8% | 加碼 |
| Penserra Capital Management LLC | 12,527 | $663.9 萬 | 0.14% | +8,406+204.0% | 加碼 |
| Shelton Capital Management | 12,588 | $667.3 萬 | 0.28% | +1,831+17.0% | 加碼 |
| Covington Investment Advisors Inc. | 12,748 | $675.8 萬 | 1.49% | +260+2.1% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 13,080 | $693.4 萬 | 0.48% | −1,005−7.1% | 減碼 |
| Value Aligned Research Advisors, LLC | 13,099 | $694.4 萬 | 2.46% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 13,110 | $694.9 萬 | 0.07% | 00.0% | 不變 |
| Advisory Services Network, LLC | 13,150 | $697.1 萬 | 0.19% | −1,969−13.0% | 減碼 |
| Means Investment Co., Inc. | 13,236 | $701.7 萬 | 1.23% | +26+0.2% | 加碼 |
| Socorro Asset Management LP | 13,245 | $702.1 萬 | 3.10% | 00.0% | 不變 |
| Illinois Municipal Retirement Fund | 13,388 | $709.7 萬 | 0.15% | −1,400−9.5% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 13,454 | $713.2 萬 | 0.16% | 00.0% | 不變 |
| Trexquant Investment LP | 13,553 | $718.5 萬 | 0.20% | −22,089−62.0% | 減碼 |
| Cetera Investment Advisers | 13,691 | $725.8 萬 | 0.06% | −1,607−10.5% | 減碼 |
| Hillman Capital Management, Inc. | 13,735 | $728.1 萬 | 2.76% | −133−1.0% | 減碼 |
| Amica Mutual Insurance Co | 13,759 | $729.4 萬 | 0.81% | +3,641+36.0% | 加碼 |
| United Capital Financial Advisers, LLC | 13,863 | $734.9 萬 | 0.04% | −533−3.7% | 減碼 |
| Kerrisdale Advisers, LLC | 14,007 | $742.5 萬 | 2.20% | −5,001−26.3% | 減碼 |
| CTC LLC | 13,982 | $742.9 萬 | 0.24% | +13,982 | 新進 |
| Ieq Capital, LLC | 14,031 | $743.8 萬 | 0.17% | +1,099+8.5% | 加碼 |
| Assetmark, Inc | 14,049 | $744.8 萬 | 0.03% | −1,165−7.7% | 減碼 |
| National Bank of Canada | 14,169 | $749.4 萬 | 0.02% | −13,298−48.4% | 減碼 |
| Baker Ellis Asset Management LLC | 14,235 | $754.6 萬 | 1.35% | +418+3.0% | 加碼 |
| 3G Capital Partners LP | 14,500 | $768.7 萬 | 10.00% | −15,500−51.7% | 減碼 |
| Cable Hill Partners, LLC | 14,472 | $769.7 萬 | 1.25% | +13+0.1% | 加碼 |
| Platinum Investment Management Ltd | 14,572 | $772.5 萬 | 0.27% | −86−0.6% | 減碼 |
| YHB Investment Advisors, Inc. | 14,715 | $780.0 萬 | 0.78% | −14−0.1% | 減碼 |
| Governors Lane LP | 14,800 | $784.6 萬 | 1.16% | +14,800 | 新進 |
| Kovitz Investment Group Partners, LLC | 15,058 | $798.3 萬 | 0.14% | +265+1.8% | 加碼 |
| Achmea Investment Management B.V. | 15,416 | $817.2 萬 | 0.24% | +380+2.5% | 加碼 |
| Louisiana State Employees Retirement System | 15,500 | $821.7 萬 | 0.21% | −100−0.6% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 15,572 | $825.4 萬 | 0.10% | −9,121−36.9% | 減碼 |
| La Banque Postale Asset Management SA | 15,680 | $831.2 萬 | 0.21% | −274−1.7% | 減碼 |
| LMCG Investments, LLC | 15,698 | $832.2 萬 | 0.56% | +178+1.1% | 加碼 |
| Candriam Luxembourg S.C.A. | 17,094 | $834.1 萬 | 0.06% | −275−1.6% | 減碼 |
| Czech National Bank | 15,896 | $842.7 萬 | 0.21% | −67−0.4% | 減碼 |
| Parsec Financial Management, Inc. | 16,009 | $848.7 萬 | 0.36% | −3,364−17.4% | 減碼 |
| Marco Investment Management LLC | 16,039 | $850.3 萬 | 0.96% | 00.0% | 不變 |
| Banque Pictet & Cie SA | 16,111 | $854.1 萬 | 0.08% | −10.0% | 減碼 |
| Meeder Asset Management Inc | 16,123 | $854.7 萬 | 0.68% | +7,955+97.4% | 加碼 |
| Seizert Capital Partners, LLC | 16,293 | $863.7 萬 | 0.48% | −2,275−12.3% | 減碼 |
| CIBC World Markets Corp | 16,319 | $865.1 萬 | 0.14% | −7,611−31.8% | 減碼 |
| BTC Capital Management, Inc. | 16,507 | $874.4 萬 | 1.01% | +252+1.6% | 加碼 |
| Cozad Asset Management Inc | 16,646 | $882.4 萬 | 1.17% | +660+4.1% | 加碼 |
| Fifth Third Bancorp | 16,708 | $885.7 萬 | 0.04% | −11,506−40.8% | 減碼 |
| J.P. Marvel Investment Advisors, LLC | 16,812 | $891.2 萬 | 2.01% | −22−0.1% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 16,881 | $894.9 萬 | 1.04% | −187−1.1% | 減碼 |
| Foundry Partners, LLC | 16,895 | $895.6 萬 | 0.56% | −7,915−31.9% | 減碼 |
| Cornerstone Advisors, LLC | 17,000 | $901.2 萬 | 0.42% | 00.0% | 不變 |
| Hosking Partners LLP | 17,220 | $912.9 萬 | 0.42% | −3,462−16.7% | 減碼 |
| ICICI Prudential Asset Management Co Ltd | 17,256 | $914.8 萬 | 1.37% | +180+1.1% | 加碼 |
| Allspring Global Investments Holdings, LLC | 17,261 | $915.0 萬 | 0.02% | +1,087+6.7% | 加碼 |
| Calamos Advisors LLC | 17,340 | $919.2 萬 | 0.05% | −11,784−40.5% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 17,933 | $950.7 萬 | 0.22% | 00.0% | 不變 |
| Gulf International Bank (UK) Ltd | 17,967 | $952.4 萬 | 0.20% | −5,153−22.3% | 減碼 |
| Connectus Wealth, LLC | 17,995 | $954.2 萬 | 0.23% | +3,812+26.9% | 加碼 |
| M&T Bank Corp | 18,074 | $958.3 萬 | 0.04% | −702−3.7% | 減碼 |
| Terry L. Blaker | 18,262 | $968.1 萬 | 0.86% | +478+2.7% | 加碼 |
| Harber Asset Management LLC | 18,362 | $973.4 萬 | 2.63% | −22,255−54.8% | 減碼 |
| Gratus Capital LLC | 18,446 | $977.8 萬 | 0.75% | −5,802−23.9% | 減碼 |
| Tudor Investment Corp Et Al | 18,484 | $979.9 萬 | 0.19% | +15,654+553.1% | 加碼 |
| Harvard Management Co Inc | 19,131 | $1,014 萬 | 1.07% | 00.0% | 不變 |
| Lido Advisors, LLC | 19,204 | $1,018 萬 | 0.14% | +3,744+24.2% | 加碼 |
| Baker Avenue Asset Management, LP | 19,496 | $1,034 萬 | 0.56% | −845−4.2% | 減碼 |
| Liontrust Investment Partners LLP | 20,200 | $1,071 萬 | 0.16% | +18,900+1,453.8% | 加碼 |
| NewEdge Wealth, LLC | 20,334 | $1,078 萬 | 0.41% | +1,099+5.7% | 加碼 |
| Exane Asset Management | 20,579 | $1,091 萬 | 6.21% | +20,579 | 新進 |
| Bridgewater Associates, LP | 20,637 | $1,094 萬 | 0.07% | +19,758+2,247.8% | 加碼 |
| Ossiam | 20,719 | $1,098 萬 | 0.23% | +18,560+859.7% | 加碼 |
| FourThought Financial Partners, LLC | 20,979 | $1,112 萬 | 1.53% | +986+4.9% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 21,044 | $1,116 萬 | 0.06% | +1,114+5.6% | 加碼 |
| Andra AP-fonden | 21,100 | $1,119 萬 | 0.29% | +2,700+14.7% | 加碼 |
| New York Life Investment Management LLC | 21,333 | $1,131 萬 | 0.13% | −199−0.9% | 減碼 |
| MBB Public Markets I LLC | 21,635 | $1,147 萬 | 0.66% | −185−0.8% | 減碼 |
| Yousif Capital Management, LLC | 21,756 | $1,153 萬 | 0.15% | −1,102−4.8% | 減碼 |
| Public Employees Retirement Association of Colorado | 22,038 | $1,168 萬 | 0.06% | −712−3.1% | 減碼 |
| National Asset Management, Inc. | 22,214 | $1,181 萬 | 0.31% | +1,816+8.9% | 加碼 |
| Panagora Asset Management Inc | 22,471 | $1,191 萬 | 0.08% | +17,556+357.2% | 加碼 |
| Transform Wealth, LLC | 22,592 | $1,201 萬 | 1.13% | −316−1.4% | 減碼 |
| FIL Ltd | 22,850 | $1,211 萬 | 0.01% | +2,538+12.5% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 22,875 | $1,213 萬 | 0.10% | −178−0.8% | 減碼 |
| Stephens Inc | 22,932 | $1,216 萬 | 0.23% | +1,710+8.1% | 加碼 |
| State of Alaska, Department of Revenue | 22,958 | $1,217 萬 | 0.14% | −518−2.2% | 減碼 |
| Daiwa Securities Group Inc. | 23,051 | $1,222 萬 | 0.08% | +7,603+49.2% | 加碼 |
| Public Sector Pension Investment Board | 23,187 | $1,229 萬 | 0.09% | −1,154−4.7% | 減碼 |
| Mutual of America Capital Management LLC | 23,268 | $1,233 萬 | 0.15% | −297−1.3% | 減碼 |
| Linscomb & Williams, Inc. | 23,757 | $1,259 萬 | 0.66% | −249−1.0% | 減碼 |
| Utah Retirement Systems | 23,985 | $1,271 萬 | 0.18% | −339−1.4% | 減碼 |
| Wellington Management Group LLP | 24,307 | $1,289 萬 | 0.00% | −1,848−7.1% | 減碼 |
| CIBC World Markets Inc. | 24,798 | $1,315 萬 | 0.05% | +3,391+15.8% | 加碼 |
| Glenmede Trust Co NA | 25,046 | $1,328 萬 | 0.08% | +2,404+10.6% | 加碼 |
| Cullen/Frost Bankers, Inc. | 25,285 | $1,340 萬 | 0.24% | −900−3.4% | 減碼 |