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 |
|---|---|---|---|---|---|
| Bank Julius Baer & Co. Ltd, Zurich | 133,910 | $7,099 萬 | 0.45% | +1,414+1.1% | 加碼 |
| Frontier Capital Management Co LLC | 133,731 | $7,089 萬 | 0.73% | +8,563+6.8% | 加碼 |
| Canada Pension Plan Investment Board | 132,564 | $7,027 萬 | 0.11% | −4,900−3.6% | 減碼 |
| Korea Investment CORP | 127,843 | $6,777 萬 | 0.20% | +89,181+230.7% | 加碼 |
| Jericho Capital Asset Management L.P. | 127,000 | $6,733 萬 | 2.80% | +127,000 | 新進 |
| DekaBank Deutsche Girozentrale | 126,709 | $6,716 萬 | 0.17% | −7,568−5.6% | 減碼 |
| Artemis Investment Management LLP | 126,801 | $6,710 萬 | 0.83% | +126,801 | 新進 |
| Sound Shore Management Inc | 123,375 | $6,540 萬 | 2.46% | +28,815+30.5% | 加碼 |
| M&G Investment Management Ltd | 122,106 | $6,472 萬 | 0.46% | −15,377−11.2% | 減碼 |
| Eventide Asset Management, LLC | 116,971 | $6,201 萬 | 1.14% | +1,794+1.6% | 加碼 |
| William Blair Investment Management, LLC | 116,906 | $6,197 萬 | 0.22% | +10,845+10.2% | 加碼 |
| Schroder Investment Management Group | 115,753 | $6,136 萬 | 0.09% | −17,482−13.1% | 減碼 |
| NZS Capital, LLC | 113,669 | $6,026 萬 | 3.19% | +26,737+30.8% | 加碼 |
| APG Asset Management N.V. | 122,922 | $5,998 萬 | 0.13% | −21,116−14.7% | 減碼 |
| Employees Provident Fund Board | 112,641 | $5,971 萬 | 1.54% | +17,976+19.0% | 加碼 |
| AXA S.A. | 112,069 | $5,941 萬 | 0.20% | +69,030+160.4% | 加碼 |
| Captrust Financial Advisors | 111,365 | $5,904 萬 | 0.26% | +3,315+3.1% | 加碼 |
| Blue Whale Capital LLP | 111,000 | $5,884 萬 | 9.73% | −5,500−4.7% | 減碼 |
| Pinnacle Associates Ltd | 109,569 | $5,808 萬 | 1.19% | −2,968−2.6% | 減碼 |
| Guggenheim Capital LLC | 108,159 | $5,734 萬 | 0.48% | +9,115+9.2% | 加碼 |
| Neuberger Berman Group LLC | 107,840 | $5,721 萬 | 0.05% | +65,393+154.1% | 加碼 |
| Manufacturers Life Insurance Company, The | 105,785 | $5,608 萬 | 0.03% | +145+0.1% | 加碼 |
| Toronto Dominion Bank | 104,962 | $5,561 萬 | 0.09% | −2,588−2.4% | 減碼 |
| KBC Group NV | 104,153 | $5,521 萬 | 0.23% | +37,367+56.0% | 加碼 |
| Raymond James & Associates | 100,745 | $5,341 萬 | 0.05% | +15,444+18.1% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 100,228 | $5,313 萬 | 0.48% | +100,228 | 新進 |
| Ardevora Asset Management LLP | 100,100 | $5,307 萬 | 0.95% | +100,100 | 新進 |
| LSV Asset Management | 99,432 | $5,271 萬 | 0.12% | −7,700−7.2% | 減碼 |
| RWC Asset Management LLP | 98,334 | $5,213 萬 | 1.61% | −3,969−3.9% | 減碼 |
| Federated Hermes, Inc. | 97,744 | $5,182 萬 | 0.13% | −288−0.3% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 96,209 | $5,100 萬 | 1.31% | −58,659−37.9% | 減碼 |
| Associated Banc-Corp | 95,569 | $5,066 萬 | 2.04% | −12,178−11.3% | 減碼 |
| Mariner, LLC | 91,665 | $4,860 萬 | 0.14% | +1,663+1.8% | 加碼 |
| Capital Research Global Investors | 90,129 | $4,778 萬 | 0.01% | −175,541−66.1% | 減碼 |
| Epoch Investment Partners, Inc. | 89,826 | $4,762 萬 | 0.28% | −4,515−4.8% | 減碼 |
| Erste Asset Management GmbH | 89,607 | $4,737 萬 | 0.91% | +3,354+3.9% | 加碼 |
| Susquehanna International Group, LLP | 89,286 | $4,733 萬 | 0.07% | −25,298−22.1% | 減碼 |
| Assenagon Asset Management S.A. | 86,316 | $4,576 萬 | 0.18% | +30,050+53.4% | 加碼 |
| Standard Life Aberdeen plc | 85,990 | $4,559 萬 | 0.11% | +5,912+7.4% | 加碼 |
| Brandywine Global Investment Management, LLC | 85,880 | $4,553 萬 | 0.37% | −2,663−3.0% | 減碼 |
| RE Advisers Corp | 85,800 | $4,548 萬 | 1.27% | +41,700+94.6% | 加碼 |
| Nicholas Company, Inc. | 82,220 | $4,359 萬 | 0.88% | +12,935+18.7% | 加碼 |
| State of New Jersey Common Pension Fund D | 80,458 | $4,265 萬 | 0.15% | 00.0% | 不變 |
| Public Employees Retirement System of Ohio | 80,102 | $4,246 萬 | 0.18% | −2,602−3.1% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 79,430 | $4,211 萬 | 0.17% | −260.0% | 減碼 |
| Putnam Investments LLC | 78,909 | $4,183 萬 | 0.07% | +5,436+7.4% | 加碼 |
| Optiver Holding B.V. | 78,262 | $4,149 萬 | 1.92% | +78,262 | 新進 |
| Fort Pitt Capital Group, LLC | 75,726 | $4,014 萬 | 1.55% | +26,830+54.9% | 加碼 |
| Millennium Management LLC | 75,277 | $3,991 萬 | 0.05% | −714,516−90.5% | 減碼 |
| Crosslink Capital Inc | 74,199 | $3,933 萬 | 7.99% | −11,920−13.8% | 減碼 |
| NFJ Investment Group, LLC | 73,805 | $3,913 萬 | 1.05% | −49,505−40.1% | 減碼 |
| Truist Financial Corp | 72,955 | $3,867 萬 | 0.07% | −2,458−3.3% | 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 |
| Northwestern Mutual Wealth Management Co | 71,803 | $3,806 萬 | 0.05% | −870−1.2% | 減碼 |
| Natixis Advisors, L.P. | 71,495 | $3,790 萬 | 0.13% | +3,607+5.3% | 加碼 |
| Braun Stacey Associates Inc | 69,826 | $3,702 萬 | 0.97% | +37,393+115.3% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 69,784 | $3,699 萬 | 0.38% | +3,200+4.8% | 加碼 |
| STRS Ohio | 69,570 | $3,688 萬 | 0.16% | −50,005−41.8% | 減碼 |
| Storebrand Asset Management AS | 68,800 | $3,647 萬 | 0.18% | +1,543+2.3% | 加碼 |
| Stifel Financial Corp | 67,286 | $3,568 萬 | 0.05% | −2,875−4.1% | 減碼 |
| Vaughan David Investments LLC | 66,049 | $3,501 萬 | 1.06% | +810+1.2% | 加碼 |
| Ci Investments Inc. | 65,606 | $3,478 萬 | 0.17% | −3,106−4.5% | 減碼 |
| Treasurer of the State of North Carolina | 64,997 | $3,446 萬 | 0.20% | −568−0.9% | 減碼 |
| Walleye Trading LLC | 62,575 | $3,317 萬 | 1.18% | −2,706−4.1% | 減碼 |
| Triple Frond Partners LLC | 62,060 | $3,290 萬 | 4.80% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 61,930 | $3,283 萬 | 0.08% | −10,150−14.1% | 減碼 |
| Atalanta Sosnoff Capital, LLC | 61,020 | $3,235 萬 | 0.94% | −50,252−45.2% | 減碼 |
| HighTower Advisors, LLC | 60,881 | $3,232 萬 | 0.07% | +12,126+24.9% | 加碼 |
| Aviva PLC | 60,533 | $3,209 萬 | 0.15% | +2,651+4.6% | 加碼 |
| Flputnam Investment Management Co | 60,132 | $3,188 萬 | 1.04% | +13,682+29.5% | 加碼 |
| LPL Financial LLC | 59,303 | $3,144 萬 | 0.02% | +4,566+8.3% | 加碼 |
| Asset Management One Co.,Ltd. | 59,225 | $3,140 萬 | 0.14% | +1,310+2.3% | 加碼 |
| Castleark Management LLC | 58,475 | $3,100 萬 | 1.52% | −915−1.5% | 減碼 |
| Intech Investment Management LLC | 57,817 | $3,065 萬 | 0.25% | +3,009+5.5% | 加碼 |
| Coronation Fund Managers Ltd. | 56,625 | $3,002 萬 | 0.80% | −4,700−7.7% | 減碼 |
| Tybourne Capital Management (HK) Ltd | 55,779 | $2,957 萬 | 2.98% | −7,421−11.7% | 減碼 |
| ARS Investment Partners, LLC | 55,083 | $2,920 萬 | 3.51% | +372+0.7% | 加碼 |
| Capital International Investors | 54,790 | $2,905 萬 | 0.01% | −1,518−2.7% | 減碼 |
| American Century Companies Inc | 54,121 | $2,864 萬 | 0.02% | +6,056+12.6% | 加碼 |
| Robeco Institutional Asset Management B.V. | 53,580 | $2,840 萬 | 0.08% | −1,624−2.9% | 減碼 |
| Twin Tree Management, LP | 51,245 | $2,717 萬 | 0.77% | +51,245 | 新進 |
| Royal London Asset Management Ltd | 50,174 | $2,645 萬 | 0.11% | +959+1.9% | 加碼 |
| Nisa Investment Advisors, LLC | 49,733 | $2,636 萬 | 0.21% | +4,059+8.9% | 加碼 |
| Jane Street Group, LLC | 49,536 | $2,626 萬 | 0.05% | −71,673−59.1% | 減碼 |
| Ensign Peak Advisors, Inc | 49,059 | $2,601 萬 | 0.06% | +4,405+9.9% | 加碼 |
| Adams Diversified Equity Fund, Inc. | 48,900 | $2,592 萬 | 1.16% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 48,719 | $2,583 萬 | 0.13% | +2,371+5.1% | 加碼 |
| Baird Financial Group, Inc. | 48,038 | $2,547 萬 | 0.06% | +2,117+4.6% | 加碼 |
| Capco Asset Management, LLC | 47,453 | $2,516 萬 | 6.58% | −12,789−21.2% | 減碼 |
| American International Group, Inc. | 47,129 | $2,498 萬 | 0.16% | −265−0.6% | 減碼 |
| Creative Planning | 47,091 | $2,496 萬 | 0.04% | +926+2.0% | 加碼 |
| Colony Group LLC | 46,796 | $2,481 萬 | 0.37% | +1,320+2.9% | 加碼 |
| US Bancorp | 46,783 | $2,480 萬 | 0.04% | +270+0.6% | 加碼 |
| State Farm Mutual Automobile Insurance Co | 45,536 | $2,414 萬 | 0.02% | 00.0% | 不變 |
| Arvest Trust Co N A | 45,489 | $2,411 萬 | 1.50% | −2,324−4.9% | 減碼 |
| Harbor Island Capital LLC | 45,328 | $2,403 萬 | 13.20% | −180−0.4% | 減碼 |
| Vontobel Holding Ltd. | 43,699 | $2,317 萬 | 0.22% | −5,842−11.8% | 減碼 |
| D. E. Shaw & Co., Inc. | 43,672 | $2,315 萬 | 0.04% | −89,240−67.1% | 減碼 |
| Advisor Group Holdings, Inc. | 43,136 | $2,286 萬 | 0.04% | −1,795−4.0% | 減碼 |
| Eisler Capital (UK) Ltd. | 42,302 | $2,243 萬 | 1.94% | +42,302 | 新進 |