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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 2 季與 2023 年第 1 季比較

持有 Lam Research Corp 的機構從 2023 年第 1 季到 2023 年第 2 季的變化。

2023 年第 2 季全部持有人2023 年第 1 季全部持有人

LRCX 的 13F 持有人:2023 年第 1 季與 2023 年第 2 季比較
項目2023 年第 1 季其中尚未申報 2023 年第 2 季2023 年第 2 季變化
持有家數1,366111,434+79
股數1.17 億25.4 萬1.13 億−363.8 萬 (−3.1%)
市值$604.5 億$1.35 億$727.1 億+$123.9 億 (+20.5%)

11 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(164 家)

2023 年第 2 季季末持有 Lam Research Corp、2023 年第 1 季季末沒有持有的機構。

依市值列出前 100 家,共 164 家。

2023 年第 2 季新進 LRCX 的機構
機構股數市值佔組合 %
Clearbridge Investments, LLC207,747$1.34 億0.12%
Hudson Bay Capital Management LP170,000$1.09 億1.10%
Appaloosa LP大師阿帕盧薩120,000$7,714 萬1.43%
Renaissance Group LLC52,584$3,380 萬1.46%
Marex Group plc35,000$2,250 萬4.06%
Tairen Capital Ltd27,496$1,768 萬0.56%
Qube Research & Technologies Ltd26,398$1,697 萬0.07%
UniSuper Management Pty Ltd15,700$1,009 萬0.11%
ExodusPoint Capital Management, LP15,037$966.7 萬0.11%
Modera Wealth Management, LLC14,822$952.8 萬0.17%
Artemis Wealth Advisors, LLC14,000$900.0 萬1.64%
Albar Capital Ltd13,395$861.1 萬1.93%
Nemes Rush Group LLC13,093$841.7 萬1.48%
Railway Pension Investments Ltd12,800$822.9 萬0.08%
Edentree Asset Management Ltd12,650$812.9 萬2.79%
Jessup Wealth Management, Inc11,094$713.2 萬3.82%
iA Global Asset Management Inc.9,927$638.2 萬0.17%
Lighthouse Investment Partners, LLC9,592$616.6 萬0.47%
Elevatus Welath Management9,122$586.4 萬4.07%
Jackson Wealth Management, LLC8,959$575.9 萬0.85%
WBI Investments8,410$540.6 萬0.98%
Genus Capital Management Inc.8,394$539.6 萬0.79%
Simplex Trading, LLC6,720$432.0 萬0.18%
EA Series Trust5,758$370.2 萬0.13%
Virtu Financial LLC5,748$369.5 萬0.28%
Maytus Capital Management, LLC5,500$353.6 萬1.74%
Patton Fund Management, Inc.5,158$331.6 萬0.97%
Probity Advisors, Inc.5,016$322.5 萬0.70%
Laurion Capital Management LP4,963$319.1 萬0.14%
Weiss Multi-Strategy Advisers LLC4,924$316.5 萬0.07%
Point72 Europe (London) LLP4,761$306.1 萬0.45%
Caxton Associates LP4,446$285.8 萬0.42%
Sanders Morris Harris LLC4,242$276.2 萬0.61%
TTP Investments, Inc.4,016$258.2 萬1.74%
Perennial Advisors, LLC3,547$228.0 萬0.58%
Motley Fool Asset Management LLC3,538$227.4 萬0.20%
Banco Santander, S.A.3,250$208.9 萬0.03%
Redwood Investment Management, LLC2,554$164.2 萬0.17%
Paradigm Asset Management Co LLC2,300$147.9 萬0.40%
Kiwi Wealth Investments Limited Partnership2,254$144.9 萬0.09%
Commonwealth Retirement Investments LLC2,214$142.3 萬0.79%
Cookson Peirce & Co Inc2,152$138.3 萬0.08%
Delphi Management Inc2,117$136.1 萬1.43%
Donoghue Forlines LLC1,957$125.8 萬0.39%
Ontario Teachers Pension Plan Board1,867$120.0 萬0.01%
Ascension Asset Management LLC1,861$119.6 萬0.73%
Cynosure Management, LLC1,844$118.5 萬0.36%
Mainstay Capital Management LLC1,747$112.3 萬0.20%
Driehaus Capital Management LLC1,660$106.7 萬0.01%
Sassicaia Capital Advisers LLC1,500$96.4 萬0.83%
Virtus ETF Advisers LLC1,469$94.4 萬0.56%
Geneva Partners, LLC1,319$84.8 萬0.55%
EHP Funds Inc.1,250$80.4 萬0.23%
Dynamic Technology Lab Private Ltd1,203$77.3 萬0.10%
Continuum Wealth Advisors, LLC1,201$77.2 萬0.55%
L2 Asset Management, LLC2,020$75.8 萬0.37%
Fifth Third Wealth Advisors LLC1,123$72.2 萬0.47%
FORA Capital, LLC1,100$70.7 萬0.10%
CastleKnight Management LP1,100$70.7 萬0.14%
National Wealth Management Group, LLC975$67.9 萬0.71%
Y-Intercept (Hong Kong) Ltd1,046$67.2 萬0.07%
Choate Investment Advisors1,024$65.8 萬0.03%
Angeles Investment Advisors, LLC958$61.6 萬0.05%
Stevens Capital Management LP949$61.0 萬0.13%
WMS Partners, LLC926$59.5 萬0.05%
Capital Markets Trading UK LLP912$58.6 萬0.43%
Stratos Wealth Advisors, LLC851$54.7 萬0.04%
Aigen Investment Management, LP825$53.0 萬0.08%
Tyler-Stone Wealth Management814$52.3 萬0.30%
AdvisorShares Investments LLC772$49.6 萬0.14%
Symphony Financial, Ltd. Co.778$49.1 萬0.12%
DRW Securities, LLC718$46.2 萬0.04%
Jefferies Financial Group Inc.666$42.8 萬0.01%
World Equity Group, Inc.652$41.9 萬0.12%
Western Wealth Management, LLC642$41.3 萬0.04%
Impact Partnership Wealth, LLC606$39.0 萬0.14%
Pinkerton Retirement Specialists, LLC589$37.9 萬0.07%
Gsa Capital Partners LLP561$36.1 萬0.04%
Kapitalo Investimentos Ltda529$34.0 萬0.06%
Keebeck Alpha, LP528$33.9 萬0.33%
Shepherd Financial Partners LLC517$33.2 萬0.05%
Transatlantique Private Wealth LLC502$32.3 萬0.17%
DCF Advisers, LLC500$32.1 萬0.22%
KG&L Capital Management,LLC492$31.6 萬0.15%
Menard Financial Group LLC471$30.3 萬0.62%
Oak Thistle LLC463$29.8 萬0.16%
Blueshift Asset Management, LLC454$29.2 萬0.11%
Silver Oak Securities, Inc447$28.7 萬0.05%
Keystone Financial Group431$27.7 萬0.05%
Edgestream Partners, L.P.425$27.3 萬0.02%
Forum Financial Management, LP424$27.3 萬0.01%
Enterprise Financial Services Corp417$26.8 萬0.17%
CFS Investment Advisory Services, LLC415$26.7 萬0.03%
Cantor Fitzgerald, L. P.414$26.6 萬0.01%
DGS Capital Management, LLC408$26.2 萬0.13%
Foundations Investment Advisors, LLC400$25.7 萬0.01%
Indie Asset Partners, LLC375$24.1 萬0.26%
SageView Advisory Group, LLC374$24.0 萬0.01%
Moreno Evelyn V369$23.7 萬0.05%
Client 1st Advisory Group, LLC362$23.3 萬0.12%

清倉機構(85 家)

2023 年第 1 季季末持有 Lam Research Corp、2023 年第 2 季有申報但已經沒有持有的機構。

2023 年第 2 季清倉 LRCX 的機構
機構2023 年第 1 季股數2023 年第 1 季市值
Sanders Capital, LLC673,145$3.57 億
Theleme Partners LLP173,700$9,208 萬
Sound Shore Management Inc123,375$6,540 萬
Capital Research Global Investors90,129$4,778 萬
Optiver Holding B.V.78,262$4,149 萬
NFJ Investment Group, LLC73,805$3,913 萬
Walleye Trading LLC62,575$3,317 萬
Coronation Fund Managers Ltd.56,625$3,002 萬
Worldquant Millennium Advisors LLC33,643$1,784 萬
First Republic Investment Management, Inc.27,253$1,445 萬
Harvard Management Co Inc19,131$1,014 萬
CTC LLC13,982$742.9 萬
Trexquant Investment LP13,553$718.5 萬
Sora Investors LLC10,000$530.1 萬
L & S Advisors Inc9,394$498.0 萬
Industrial Alliance Investment Management Inc.8,940$473.9 萬
Ergoteles LLC6,393$338.9 萬
United Fire Group Inc5,625$298.2 萬
Zimmer Partners, LP5,000$265.1 萬
Mount Capital Ltd4,608$244.3 萬
F/M Investments LLC4,530$240.1 萬
Nomura Holdings Inc4,294$227.6 萬
Woodline Partners LP3,456$183.2 萬
Nuance Investments, LLC2,698$143.0 萬
Sowell Financial Services LLC2,266$120.1 萬
Symmetry Investments LP2,248$119.2 萬
Greenup Street Wealth Management LLC2,030$107.6 萬
Corton Capital Inc.1,967$104.3 萬
Lombard Odier Asset Management (Switzerland) SA1,826$96.8 萬
B.O.S.S. Retirement Advisors, LLC1,819$96.4 萬
Delphia (USA) Inc.1,603$85.0 萬
Quantamental Technologies LLC1,554$82.4 萬
Abundance Wealth Counselors1,498$79.4 萬
Exos TFP Holdings LLC1,405$74.5 萬
AIA Group Ltd1,328$70.4 萬
Cipher Capital LP1,224$64.9 萬
Magnetar Financial LLC1,199$63.6 萬
Edge Capital Group, LLC1,085$57.5 萬
DoubleLine ETF Adviser LP1,013$53.7 萬
Zacks Investment Management969$51.4 萬
Eschler Asset Management LLP927$49.1 萬
Sentry Investment Management LLC901$47.8 萬
Lattice Capital Management, LLC812$43.0 萬
Single Point Partners, LLC720$38.2 萬
Krilogy Financial LLC696$36.9 萬
New England Research & Management, Inc.675$35.8 萬
Jump Financial, LLC611$32.4 萬
Brookfield Asset Management Inc.610$32.3 萬
Capula Management Ltd600$31.8 萬
Legacy Capital Wealth Partners, LLC596$31.6 萬
Delta Financial Group, Inc.528$28.0 萬
Gamco Investors, Inc. Et Al500$26.5 萬
Schaper Benz & Wise Investment Counsel Inc500$26.5 萬
Sprott Inc.500$26.5 萬
M Holdings Securities, Inc.491$26.0 萬
Interchange Capital Partners, LLC490$26.0 萬
Polaris Wealth Advisory Group, LLC490$25.9 萬
Crestwood Advisors Group LLC468$24.8 萬
QCM Cayman, Ltd.455$24.1 萬
Gilbert & Cook, Inc.440$23.3 萬
Donaldson Capital Management, LLC420$22.3 萬
Journey Strategic Wealth LLC395$21.0 萬
Fundamentun, LLC391$20.7 萬
New Hampshire Trust271$14.4 萬
Milestone Investment Advisors LLC221$11.7 萬
Ameliora Wealth Management Ltd.220$11.7 萬
TCI Wealth Advisors, Inc.205$10.9 萬
Ellevest, Inc.156$8.27 萬
GoalVest Advisory LLC145$7.66 萬
Harbor Investment Advisory, LLC123$6.52 萬
Ameritas Advisory Services, LLC97$5.11 萬
Bangor Savings Bank85$4.51 萬
Cornerstone Management, Inc.65$3.45 萬
Parallax Volatility Advisers, L.P.41$2.17 萬
Orion Capital Management LLC40$2.12 萬
Sageworth Trust Co36$1.91 萬
Schubert & Co30$1.59 萬
Distillate Capital Partners LLC27$1.43 萬
Syverson Strege & Co15$7,952
Roble, Belko & Company, Inc7$4,000
Grey Fox Wealth Advisors, LLC6$3,191
Nalls Sherbakoff Group, LLC6$3,189
Quarry LP4$2,120
Old North State Trust, LLC2$1,000
WestEnd Advisors, LLC–$530

尚未申報 2023 年第 2 季的機構(11 家)

2023 年第 1 季季末持有 Lam Research Corp、還沒有申報 2023 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2023 年第 1 季持有 LRCX、尚未申報 2023 年第 2 季的機構
機構2023 年第 1 季股數2023 年第 1 季市值
Avalon Investment & Advisory224,749$1.19 億
Parsec Financial Management, Inc.16,009$848.7 萬
Tru Independence Asset Management 2, LLC5,813$308.2 萬
SS&H Financial Advisors, Inc.3,091$163.9 萬
Ibex Wealth Advisors1,712$90.8 萬
ETF Managers Group, LLC1,353$71.7 萬
Pathway Financial Advisers, LLC983$52.1 萬
Domani Wealth, LLC390$20.7 萬
Householder Group Estate & Retirement Specialist, LLC159$8.40 萬
Ahrens Investment Partners LLC152$8.06 萬
Baldrige Asset Management LLC1$1,000