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 |
|---|---|---|---|---|---|
| Adage Capital Partners GP, L.L.C. | 237,593 | $1.26 億 | 0.28% | −67,192−22.0% | 減碼 |
| New York State Common Retirement Fund | 241,016 | $1.28 億 | 0.17% | −4,886−2.0% | 減碼 |
| Principal Financial Group Inc | 245,136 | $1.30 億 | 0.09% | +2,982+1.2% | 加碼 |
| Cincinnati Insurance Co | 249,211 | $1.32 億 | 2.65% | 00.0% | 不變 |
| Jennison Associates LLC | 254,977 | $1.35 億 | 0.12% | +22,752+9.8% | 加碼 |
| Credit Suisse AG | 262,806 | $1.39 億 | 0.14% | +16,189+6.6% | 加碼 |
| Oaktop Capital Management II, L.P. | 269,146 | $1.43 億 | 23.98% | 00.0% | 不變 |
| Rhumbline Advisers | 272,647 | $1.45 億 | 0.18% | +3,706+1.4% | 加碼 |
| California Public Employees Retirement System | 276,064 | $1.46 億 | 0.13% | −44,132−13.8% | 減碼 |
| HSBC Holdings PLC | 282,904 | $1.50 億 | 0.19% | −31,038−9.9% | 減碼 |
| Barclays PLC | 289,045 | $1.53 億 | 0.16% | −549,595−65.5% | 減碼 |
| Vulcan Value Partners, LLC | 290,012 | $1.54 億 | 1.94% | −42,082−12.7% | 減碼 |
| Citigroup Inc | 298,756 | $1.58 億 | 0.21% | +22,581+8.2% | 加碼 |
| Royal Bank of Canada | 301,223 | $1.60 億 | 0.05% | −94,111−23.8% | 減碼 |
| Envestnet Asset Management Inc | 3,507,601 | $1.69 億 | 0.08% | +3,193,985+1,018.4% | 加碼 |
| The PNC Financial Services Group, Inc. | 333,993 | $1.77 億 | 0.16% | +4,037+1.2% | 加碼 |
| Lord, Abbett & Co. LLC | 334,428 | $1.77 億 | 0.64% | +205,928+160.3% | 加碼 |
| Rafferty Asset Management, LLC | 349,580 | $1.85 億 | 1.26% | +64,367+22.6% | 加碼 |
| Alliancebernstein L.P. | 351,862 | $1.87 億 | 0.08% | +133,926+61.5% | 加碼 |
| Aspex Management (HK) Ltd | 370,000 | $1.96 億 | 4.82% | +40,000+12.1% | 加碼 |
| Nordea Investment Management AB | 410,495 | $2.17 億 | 0.32% | −34,956−7.8% | 減碼 |
| Boston Partners | 412,451 | $2.18 億 | 0.30% | −6,574−1.6% | 減碼 |
| Alkeon Capital Management LLC | 417,541 | $2.21 億 | 1.42% | −185,706−30.8% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 418,302 | $2.22 億 | 0.17% | −50,208−10.7% | 減碼 |
| UBS Group AG | 518,961 | $2.75 億 | 0.13% | −2,273−0.4% | 減碼 |
| Deutsche Bank AG | 520,993 | $2.76 億 | 0.15% | +97,920+23.1% | 加碼 |
| Pictet Asset Management SA | 525,799 | $2.79 億 | 0.35% | −275,073−34.3% | 減碼 |
| Swiss National Bank | 541,400 | $2.87 億 | 0.20% | −15,400−2.8% | 減碼 |
| First Trust Advisors LP | 550,845 | $2.92 億 | 0.34% | +28,237+5.4% | 加碼 |
| Sanders Capital, LLC | 673,145 | $3.57 億 | 0.85% | +27,951+4.3% | 加碼 |
| Dimensional Fund Advisors LP | 715,721 | $3.79 億 | 0.13% | +13,454+1.9% | 加碼 |
| Wells Fargo & Company | 739,602 | $3.92 億 | 0.12% | −10,555−1.4% | 減碼 |
| Charles Schwab Investment Management Inc | 757,570 | $4.02 億 | 0.12% | +13,781+1.9% | 加碼 |
| UBS Asset Management Americas Inc | 789,939 | $4.19 億 | 0.20% | −6,758−0.8% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 790,011 | $4.19 億 | 2.13% | +24,677+3.2% | 加碼 |
| Voya Investment Management LLC | 796,565 | $4.22 億 | 0.45% | −74,469−8.5% | 減碼 |
| Coatue Management LLC大師Coatue | 827,547 | $4.39 億 | 2.92% | +346,867+72.2% | 加碼 |
| Winslow Capital Management, LLC | 844,916 | $4.48 億 | 2.29% | +93,239+12.4% | 加碼 |
| WCM Investment Management, LLC | 848,145 | $4.50 億 | 1.44% | −33,154−3.8% | 減碼 |
| Franklin Resources Inc | 923,343 | $4.89 億 | 0.25% | +5,172+0.6% | 加碼 |
| Artisan Partners Limited Partnership | 924,782 | $4.90 億 | 0.81% | −43,737−4.5% | 減碼 |
| Legal & General Group Plc | 996,629 | $5.28 億 | 0.19% | +5,104+0.5% | 加碼 |
| Goldman Sachs Group Inc | 1,000,620 | $5.30 億 | 0.14% | +25,302+2.6% | 加碼 |
| Nuveen Asset Management, LLC | 1,127,922 | $5.98 億 | 0.22% | −511,778−31.2% | 減碼 |
| Van Eck Associates Corp | 1,158,167 | $6.14 億 | 1.40% | +29,472+2.6% | 加碼 |
| Massachusetts Financial Services Co | 1,165,838 | $6.18 億 | 0.21% | +22,505+2.0% | 加碼 |
| Amundi | 1,279,976 | $6.43 億 | 0.35% | −82,770−6.1% | 減碼 |
| Bank of New York Mellon Corp | 1,365,708 | $7.24 億 | 0.16% | −74,710−5.2% | 減碼 |
| Bank of America Corp | 1,410,688 | $7.48 億 | 0.09% | +385,635+37.6% | 加碼 |
| Northern Trust Corp | 1,496,856 | $7.94 億 | 0.16% | −26,423−1.7% | 減碼 |
| Norges Bank | 1,610,664 | $8.54 億 | 0.19% | +137,369+9.3% | 加碼 |
| Invesco Ltd. | 1,687,872 | $8.95 億 | 0.25% | +163,165+10.7% | 加碼 |
| Morgan Stanley | 1,701,223 | $9.02 億 | 0.10% | +50,139+3.0% | 加碼 |
| GQG Partners LLC | 1,722,875 | $9.13 億 | 2.39% | +1,722,875 | 新進 |
| Sands Capital Management, LLC | 2,229,038 | $11.8 億 | 3.89% | −129,268−5.5% | 減碼 |
| Geode Capital Management, LLC | 2,542,805 | $13.5 億 | 0.17% | +19,280+0.8% | 加碼 |
| Janus Henderson Group PLC | 2,602,801 | $13.8 億 | 0.91% | +6,451+0.2% | 加碼 |
| Fisher Asset Management, LLC | 2,700,722 | $14.3 億 | 0.87% | +58,863+2.2% | 加碼 |
| JPMorgan Chase & Co | 3,519,188 | $18.7 億 | 0.24% | −240,891−6.4% | 減碼 |
| Price T Rowe Associates Inc | 3,918,071 | $20.8 億 | 0.31% | +528,586+15.6% | 加碼 |
| FMR LLC | 4,681,662 | $24.8 億 | 0.23% | +32,108+0.7% | 加碼 |
| Ameriprise Financial Inc | 5,615,253 | $29.8 億 | 0.98% | +632,690+12.7% | 加碼 |
| State Street Corp | 5,697,200 | $30.3 億 | 0.17% | +92,606+1.7% | 加碼 |
| BlackRock Inc. | 10,790,100 | $57.2 億 | 0.17% | −237,083−2.1% | 減碼 |
| Vanguard Group Inc | 11,770,774 | $62.4 億 | 0.16% | −17,493−0.1% | 減碼 |
| Strengthening Families & Communities, LLC | 932 | – | – | +77+9.0% | 加碼 |
| Whale Rock Capital Management LLC | 0 | $0 | 0.00% | −120,689−100.0% | 清倉 |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −101,196−100.0% | 清倉 |
| KCL Capital, L.P. | 0 | $0 | 0.00% | −85,000−100.0% | 清倉 |
| Southpoint Capital Advisors LP | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −48,165−100.0% | 清倉 |
| United Services Automobile Association | 0 | $0 | 0.00% | −27,180−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −26,430−100.0% | 清倉 |
| Ariose Capital Management Ltd | 0 | $0 | 0.00% | −25,047−100.0% | 清倉 |
| Rheos Capital Works Inc. | 0 | $0 | 0.00% | −22,100−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −21,500−100.0% | 清倉 |
| One01 Capital, LP | 0 | $0 | 0.00% | −20,437−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −15,406−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −14,604−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −10,569−100.0% | 清倉 |
| Threadgill Financial, LLC | 0 | $0 | 0.00% | −9,411−100.0% | 清倉 |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −8,168−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −7,500−100.0% | 清倉 |
| Duality Advisers, LP | 0 | $0 | 0.00% | −7,439−100.0% | 清倉 |
| Caas Capital Management LP | 0 | $0 | 0.00% | −7,296−100.0% | 清倉 |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −7,250−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −7,186−100.0% | 清倉 |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −6,831−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −6,552−100.0% | 清倉 |
| Carmignac Gestion | 0 | $0 | 0.00% | −6,000−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −4,852−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −4,428−100.0% | 清倉 |
| Marex Group plc | 0 | $0 | 0.00% | −4,390−100.0% | 清倉 |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −4,242−100.0% | 清倉 |
| Connable Office Inc | 0 | $0 | 0.00% | −4,217−100.0% | 清倉 |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −3,736−100.0% | 清倉 |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −3,688−100.0% | 清倉 |
| Motley Fool Asset Management LLC | 0 | $0 | 0.00% | −3,469−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −3,175−100.0% | 清倉 |
| Gyroscope Capital Management Group, LLC | 0 | $0 | 0.00% | −3,172−100.0% | 清倉 |