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 |
|---|---|---|---|---|---|
| Triple Frond Partners LLC | 62,060 | $3,290 萬 | 4.80% | 00.0% | 不變 |
| Walleye Trading LLC | 62,575 | $3,317 萬 | 1.18% | −2,706−4.1% | 減碼 |
| Treasurer of the State of North Carolina | 64,997 | $3,446 萬 | 0.20% | −568−0.9% | 減碼 |
| Ci Investments Inc. | 65,606 | $3,478 萬 | 0.17% | −3,106−4.5% | 減碼 |
| Vaughan David Investments LLC | 66,049 | $3,501 萬 | 1.06% | +810+1.2% | 加碼 |
| Stifel Financial Corp | 67,286 | $3,568 萬 | 0.05% | −2,875−4.1% | 減碼 |
| Storebrand Asset Management AS | 68,800 | $3,647 萬 | 0.18% | +1,543+2.3% | 加碼 |
| STRS Ohio | 69,570 | $3,688 萬 | 0.16% | −50,005−41.8% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 69,784 | $3,699 萬 | 0.38% | +3,200+4.8% | 加碼 |
| Braun Stacey Associates Inc | 69,826 | $3,702 萬 | 0.97% | +37,393+115.3% | 加碼 |
| Natixis Advisors, L.P. | 71,495 | $3,790 萬 | 0.13% | +3,607+5.3% | 加碼 |
| Northwestern Mutual Wealth Management Co | 71,803 | $3,806 萬 | 0.05% | −870−1.2% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 72,789 | $3,859 萬 | 0.07% | −2,840−3.8% | 減碼 |
| Truist Financial Corp | 72,955 | $3,867 萬 | 0.07% | −2,458−3.3% | 減碼 |
| NFJ Investment Group, LLC | 73,805 | $3,913 萬 | 1.05% | −49,505−40.1% | 減碼 |
| Crosslink Capital Inc | 74,199 | $3,933 萬 | 7.99% | −11,920−13.8% | 減碼 |
| Millennium Management LLC | 75,277 | $3,991 萬 | 0.05% | −714,516−90.5% | 減碼 |
| Fort Pitt Capital Group, LLC | 75,726 | $4,014 萬 | 1.55% | +26,830+54.9% | 加碼 |
| Optiver Holding B.V. | 78,262 | $4,149 萬 | 1.92% | +78,262 | 新進 |
| Putnam Investments LLC | 78,909 | $4,183 萬 | 0.07% | +5,436+7.4% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 79,430 | $4,211 萬 | 0.17% | −260.0% | 減碼 |
| Public Employees Retirement System of Ohio | 80,102 | $4,246 萬 | 0.18% | −2,602−3.1% | 減碼 |
| State of New Jersey Common Pension Fund D | 80,458 | $4,265 萬 | 0.15% | 00.0% | 不變 |
| Nicholas Company, Inc. | 82,220 | $4,359 萬 | 0.88% | +12,935+18.7% | 加碼 |
| RE Advisers Corp | 85,800 | $4,548 萬 | 1.27% | +41,700+94.6% | 加碼 |
| Brandywine Global Investment Management, LLC | 85,880 | $4,553 萬 | 0.37% | −2,663−3.0% | 減碼 |
| Standard Life Aberdeen plc | 85,990 | $4,559 萬 | 0.11% | +5,912+7.4% | 加碼 |
| Assenagon Asset Management S.A. | 86,316 | $4,576 萬 | 0.18% | +30,050+53.4% | 加碼 |
| Susquehanna International Group, LLP | 89,286 | $4,733 萬 | 0.07% | −25,298−22.1% | 減碼 |
| Erste Asset Management GmbH | 89,607 | $4,737 萬 | 0.91% | +3,354+3.9% | 加碼 |
| Epoch Investment Partners, Inc. | 89,826 | $4,762 萬 | 0.28% | −4,515−4.8% | 減碼 |
| Capital Research Global Investors | 90,129 | $4,778 萬 | 0.01% | −175,541−66.1% | 減碼 |
| Mariner, LLC | 91,665 | $4,860 萬 | 0.14% | +1,663+1.8% | 加碼 |
| Associated Banc-Corp | 95,569 | $5,066 萬 | 2.04% | −12,178−11.3% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 96,209 | $5,100 萬 | 1.31% | −58,659−37.9% | 減碼 |
| Federated Hermes, Inc. | 97,744 | $5,182 萬 | 0.13% | −288−0.3% | 減碼 |
| RWC Asset Management LLP | 98,334 | $5,213 萬 | 1.61% | −3,969−3.9% | 減碼 |
| LSV Asset Management | 99,432 | $5,271 萬 | 0.12% | −7,700−7.2% | 減碼 |
| Ardevora Asset Management LLP | 100,100 | $5,307 萬 | 0.95% | +100,100 | 新進 |
| Tiger Global Management LLC大師老虎環球 | 100,228 | $5,313 萬 | 0.48% | +100,228 | 新進 |
| Raymond James & Associates | 100,745 | $5,341 萬 | 0.05% | +15,444+18.1% | 加碼 |
| KBC Group NV | 104,153 | $5,521 萬 | 0.23% | +37,367+56.0% | 加碼 |
| Toronto Dominion Bank | 104,962 | $5,561 萬 | 0.09% | −2,588−2.4% | 減碼 |
| Manufacturers Life Insurance Company, The | 105,785 | $5,608 萬 | 0.03% | +145+0.1% | 加碼 |
| Neuberger Berman Group LLC | 107,840 | $5,721 萬 | 0.05% | +65,393+154.1% | 加碼 |
| Guggenheim Capital LLC | 108,159 | $5,734 萬 | 0.48% | +9,115+9.2% | 加碼 |
| Pinnacle Associates Ltd | 109,569 | $5,808 萬 | 1.19% | −2,968−2.6% | 減碼 |
| Blue Whale Capital LLP | 111,000 | $5,884 萬 | 9.73% | −5,500−4.7% | 減碼 |
| Captrust Financial Advisors | 111,365 | $5,904 萬 | 0.26% | +3,315+3.1% | 加碼 |
| AXA S.A. | 112,069 | $5,941 萬 | 0.20% | +69,030+160.4% | 加碼 |
| Employees Provident Fund Board | 112,641 | $5,971 萬 | 1.54% | +17,976+19.0% | 加碼 |
| APG Asset Management N.V. | 122,922 | $5,998 萬 | 0.13% | −21,116−14.7% | 減碼 |
| NZS Capital, LLC | 113,669 | $6,026 萬 | 3.19% | +26,737+30.8% | 加碼 |
| Schroder Investment Management Group | 115,753 | $6,136 萬 | 0.09% | −17,482−13.1% | 減碼 |
| William Blair Investment Management, LLC | 116,906 | $6,197 萬 | 0.22% | +10,845+10.2% | 加碼 |
| Eventide Asset Management, LLC | 116,971 | $6,201 萬 | 1.14% | +1,794+1.6% | 加碼 |
| M&G Investment Management Ltd | 122,106 | $6,472 萬 | 0.46% | −15,377−11.2% | 減碼 |
| Sound Shore Management Inc | 123,375 | $6,540 萬 | 2.46% | +28,815+30.5% | 加碼 |
| Artemis Investment Management LLP | 126,801 | $6,710 萬 | 0.83% | +126,801 | 新進 |
| DekaBank Deutsche Girozentrale | 126,709 | $6,716 萬 | 0.17% | −7,568−5.6% | 減碼 |
| Jericho Capital Asset Management L.P. | 127,000 | $6,733 萬 | 2.80% | +127,000 | 新進 |
| Korea Investment CORP | 127,843 | $6,777 萬 | 0.20% | +89,181+230.7% | 加碼 |
| Canada Pension Plan Investment Board | 132,564 | $7,027 萬 | 0.11% | −4,900−3.6% | 減碼 |
| Frontier Capital Management Co LLC | 133,731 | $7,089 萬 | 0.73% | +8,563+6.8% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 133,910 | $7,099 萬 | 0.45% | +1,414+1.1% | 加碼 |
| HM Payson & Co | 134,932 | $7,153 萬 | 1.72% | +2,166+1.6% | 加碼 |
| State of Wisconsin Investment Board | 138,071 | $7,319 萬 | 0.22% | +14,053+11.3% | 加碼 |
| Heard Capital LLC | 138,155 | $7,324 萬 | 6.09% | −14,485−9.5% | 減碼 |
| Ninety One UK Ltd | 144,036 | $7,636 萬 | 0.24% | −34,422−19.3% | 減碼 |
| Russell Investments Group, Ltd. | 150,436 | $7,977 萬 | 0.16% | +19,157+14.6% | 加碼 |
| State Board of Administration of Florida Retirement System | 150,859 | $7,997 萬 | 0.19% | −3,380−2.2% | 減碼 |
| New York State Teachers Retirement System | 151,227 | $8,017 萬 | 0.19% | −2,503−1.6% | 減碼 |
| ProShare Advisors LLC | 153,273 | $8,125 萬 | 0.25% | +13,530+9.7% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 153,401 | $8,132 萬 | 0.23% | +35,046+29.6% | 加碼 |
| Bank of Montreal | 153,508 | $8,151 萬 | 0.05% | −45,428−22.8% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 159,074 | $8,433 萬 | 0.21% | +9,441+6.3% | 加碼 |
| Great West Life Assurance Co | 164,308 | $8,720 萬 | 0.22% | −4,269−2.5% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 165,269 | $8,761 萬 | 0.21% | +21,618+15.0% | 加碼 |
| Theleme Partners LLP | 173,700 | $9,208 萬 | 3.96% | −120,300−40.9% | 減碼 |
| Agf Management Ltd | 174,939 | $9,274 萬 | 0.64% | −68,784−28.2% | 減碼 |
| AQR Capital Management LLC | 177,145 | $9,349 萬 | 0.21% | +49,417+38.7% | 加碼 |
| BNP Paribas Arbitrage, SA | 177,763 | $9,424 萬 | 0.20% | +81,262+84.2% | 加碼 |
| Nomura Asset Management Co Ltd | 179,610 | $9,521 萬 | 0.50% | +32,875+22.4% | 加碼 |
| 1832 Asset Management L.P. | 183,144 | $9,709 萬 | 0.20% | −16,656−8.3% | 減碼 |
| Parnassus Investments | 188,110 | $9,972 萬 | 0.25% | −1,060−0.6% | 減碼 |
| SEI Investments Co | 192,296 | $1.02 億 | 0.19% | +24,416+14.5% | 加碼 |
| Prudential Financial Inc | 245,375 | $1.03 億 | 0.16% | +112,289+84.4% | 加碼 |
| Swedbank AB | 195,465 | $1.04 億 | 0.20% | +11,158+6.1% | 加碼 |
| Mackenzie Financial Corp | 200,252 | $1.06 億 | 0.17% | −12,328−5.8% | 減碼 |
| Victory Capital Management Inc | 202,672 | $1.07 億 | 0.12% | −7,522−3.6% | 減碼 |
| Bessemer Group Inc | 202,733 | $1.07 億 | 0.26% | −651−0.3% | 減碼 |
| Holocene Advisors, LP | 204,055 | $1.08 億 | 0.54% | +176,235+633.5% | 加碼 |
| Citadel Advisors LLC | 207,271 | $1.10 億 | 0.12% | +162,654+364.6% | 加碼 |
| Avalon Investment & Advisory | 224,749 | $1.19 億 | 3.26% | −5,608−2.4% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 227,634 | $1.21 億 | 0.28% | +459+0.2% | 加碼 |
| California State Teachers Retirement System | 229,577 | $1.22 億 | 0.18% | −3,771−1.6% | 減碼 |
| National Pension Service | 231,737 | $1.23 億 | 0.22% | +1,069+0.5% | 加碼 |
| Scge Management, L.P. | 235,000 | $1.25 億 | 3.42% | 00.0% | 不變 |
| TD Asset Management Inc | 235,263 | $1.25 億 | 0.15% | −27,358−10.4% | 減碼 |
| Allianz Asset Management GmbH | 235,787 | $1.25 億 | 0.26% | +20,150+9.3% | 加碼 |