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 13F 持有人
Lam Research Corp 在 2023/6/30 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
- 1,434
- 較 2023 年第 1 季 +79 家
- 持有股數
- 1.13 億
- 較 2023 年第 1 季 −363.8 萬 (−3.1%)
- 總市值
- $727.1 億
- 較 2023 年第 1 季 +$123.9 億 (+20.5%)
- 新進機構
- 164
- 另有 471 家加碼
- 清倉機構
- 85
- 另有 534 家減碼
另有 11 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Platinum Investment Management Ltd | 13,148 | $845.2 萬 | 0.29% | −1,424−9.8% | 減碼 |
| Means Investment Co., Inc. | 13,160 | $846.0 萬 | 1.34% | −76−0.6% | 減碼 |
| Socorro Asset Management LP | 13,245 | $851.5 萬 | 3.60% | 00.0% | 不變 |
| Albar Capital Ltd | 13,395 | $861.1 萬 | 1.93% | +13,395 | 新進 |
| Hillman Capital Management, Inc. | 13,493 | $867.4 萬 | 3.06% | −242−1.8% | 減碼 |
| Gulf International Bank (UK) Ltd | 13,652 | $877.6 萬 | 0.22% | −4,315−24.0% | 減碼 |
| Artemis Wealth Advisors, LLC | 14,000 | $900.0 萬 | 1.64% | +14,000 | 新進 |
| Profund Advisors LLC | 14,071 | $904.6 萬 | 0.49% | +1,694+13.7% | 加碼 |
| Marlowe Partners LP | 14,079 | $905.1 萬 | 21.12% | −15,610−52.6% | 減碼 |
| Baker Ellis Asset Management LLC | 14,225 | $914.5 萬 | 1.55% | −10−0.1% | 減碼 |
| Ieq Capital, LLC | 14,347 | $922.3 萬 | 0.19% | +316+2.3% | 加碼 |
| Cable Hill Partners, LLC | 14,415 | $929.2 萬 | 1.21% | −57−0.4% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 14,477 | $930.7 萬 | 0.12% | −1,095−7.0% | 減碼 |
| M&T Bank Corp | 14,488 | $931.4 萬 | 0.03% | −3,586−19.8% | 減碼 |
| Kovitz Investment Group Partners, LLC | 14,553 | $935.5 萬 | 0.14% | −505−3.4% | 減碼 |
| YHB Investment Advisors, Inc. | 14,776 | $949.9 萬 | 0.89% | +61+0.4% | 加碼 |
| Modera Wealth Management, LLC | 14,822 | $952.8 萬 | 0.17% | +14,822 | 新進 |
| MBB Public Markets I LLC | 15,015 | $965.3 萬 | 0.55% | −6,620−30.6% | 減碼 |
| ExodusPoint Capital Management, LP | 15,037 | $966.7 萬 | 0.11% | +15,037 | 新進 |
| Fifth Third Bancorp | 15,339 | $986.1 萬 | 0.04% | −1,369−8.2% | 減碼 |
| BTC Capital Management, Inc. | 15,531 | $1,001 萬 | 1.08% | −976−5.9% | 減碼 |
| LMCG Investments, LLC | 15,656 | $1,006 萬 | 0.65% | −42−0.3% | 減碼 |
| UniSuper Management Pty Ltd | 15,700 | $1,009 萬 | 0.11% | +15,700 | 新進 |
| Employees Retirement System of Texas | 15,892 | $1,022 萬 | 0.14% | +7,011+78.9% | 加碼 |
| Czech National Bank | 15,904 | $1,022 萬 | 0.23% | +8+0.1% | 加碼 |
| Marco Investment Management LLC | 16,045 | $1,031 萬 | 1.11% | +60.0% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 16,507 | $1,061 萬 | 1.14% | −374−2.2% | 減碼 |
| Banque Pictet & Cie SA | 16,514 | $1,062 萬 | 0.09% | +403+2.5% | 加碼 |
| Louisiana State Employees Retirement System | 16,700 | $1,074 萬 | 0.24% | +1,200+7.7% | 加碼 |
| J.P. Marvel Investment Advisors, LLC | 16,812 | $1,081 萬 | 2.26% | 00.0% | 不變 |
| Cozad Asset Management Inc | 17,131 | $1,101 萬 | 1.37% | +485+2.9% | 加碼 |
| Calamos Advisors LLC | 17,372 | $1,117 萬 | 0.06% | +32+0.2% | 加碼 |
| Liontrust Investment Partners LLP | 17,400 | $1,119 萬 | 0.16% | −2,800−13.9% | 減碼 |
| Crossmark Global Holdings, Inc. | 15,538 | $1,121 萬 | 0.24% | +3,968+34.3% | 加碼 |
| Assetmark, Inc | 17,597 | $1,131 萬 | 0.04% | +3,548+25.3% | 加碼 |
| Allspring Global Investments Holdings, LLC | 17,741 | $1,140 萬 | 0.02% | +480+2.8% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 17,933 | $1,153 萬 | 0.42% | 00.0% | 不變 |
| Gratus Capital LLC | 18,078 | $1,162 萬 | 0.80% | −368−2.0% | 減碼 |
| Terry L. Blaker | 18,583 | $1,195 萬 | 1.01% | +321+1.8% | 加碼 |
| LSV Asset Management | 18,842 | $1,211 萬 | 0.03% | −80,590−81.1% | 減碼 |
| Hosking Partners LLP | 18,903 | $1,215 萬 | 0.51% | +1,683+9.8% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 19,433 | $1,249 萬 | 0.07% | −1,611−7.7% | 減碼 |
| Achmea Investment Management B.V. | 19,592 | $1,260 萬 | 0.27% | +4,176+27.1% | 加碼 |
| Baker Avenue Asset Management, LP | 20,167 | $1,296 萬 | 0.65% | +671+3.4% | 加碼 |
| Andra AP-fonden | 20,400 | $1,311 萬 | 0.33% | −700−3.3% | 減碼 |
| FourThought Financial Partners, LLC | 20,406 | $1,312 萬 | 1.72% | −573−2.7% | 減碼 |
| Los Angeles Capital Management LLC | 20,418 | $1,313 萬 | 0.05% | −21,462−51.2% | 減碼 |
| Lido Advisors, LLC | 20,619 | $1,326 萬 | 0.15% | +1,415+7.4% | 加碼 |
| Glenmede Trust Co NA | 25,046 | $1,328 萬 | 0.08% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 20,770 | $1,335 萬 | 0.45% | +436+2.1% | 加碼 |
| Connectus Wealth, LLC | 20,825 | $1,339 萬 | 0.31% | +2,830+15.7% | 加碼 |
| New York Life Investment Management LLC | 21,101 | $1,356 萬 | 0.14% | −232−1.1% | 減碼 |
| Public Sector Pension Investment Board | 21,205 | $1,363 萬 | 0.10% | −1,982−8.5% | 減碼 |
| Twin Tree Management, LP | 21,521 | $1,383 萬 | 0.28% | −29,724−58.0% | 減碼 |
| ClariVest Asset Management LLC | 21,531 | $1,384 萬 | 0.69% | −4,500−17.3% | 減碼 |
| Public Employees Retirement Association of Colorado | 21,787 | $1,401 萬 | 0.07% | −251−1.1% | 減碼 |
| Stephens Inc | 21,860 | $1,405 萬 | 0.25% | −1,072−4.7% | 減碼 |
| Yousif Capital Management, LLC | 21,958 | $1,412 萬 | 0.17% | +202+0.9% | 加碼 |
| Nissay Asset Management Corp | 21,960 | $1,412 萬 | 0.12% | −4,853−18.1% | 減碼 |
| National Asset Management, Inc. | 21,998 | $1,418 萬 | 0.32% | −216−1.0% | 減碼 |
| Mutual of America Capital Management LLC | 22,078 | $1,419 萬 | 0.16% | −1,190−5.1% | 減碼 |
| Linscomb & Williams, Inc. | 22,326 | $1,435 萬 | 0.77% | −1,431−6.0% | 減碼 |
| State of Alaska, Department of Revenue | 22,527 | $1,448 萬 | 0.17% | −431−1.9% | 減碼 |
| Transform Wealth, LLC | 22,537 | $1,453 萬 | 1.31% | −55−0.2% | 減碼 |
| Utah Retirement Systems | 23,022 | $1,480 萬 | 0.21% | −963−4.0% | 減碼 |
| Daiwa Securities Group Inc. | 23,073 | $1,483 萬 | 0.10% | +22+0.1% | 加碼 |
| Great Lakes Advisors, LLC | 23,254 | $1,495 萬 | 0.15% | −7,042−23.2% | 減碼 |
| Eisler Capital (UK) Ltd. | 23,392 | $1,504 萬 | 1.62% | −18,910−44.7% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,429 | $1,506 萬 | 0.12% | +554+2.4% | 加碼 |
| RWC Asset Management LLP | 23,502 | $1,511 萬 | 0.73% | −74,832−76.1% | 減碼 |
| Governors Lane LP | 23,527 | $1,512 萬 | 3.65% | +8,727+59.0% | 加碼 |
| Huntington National Bank | 23,842 | $1,533 萬 | 0.14% | −1,499−5.9% | 減碼 |
| Burney Co | 23,888 | $1,536 萬 | 0.70% | −2,085−8.0% | 減碼 |
| Cullen/Frost Bankers, Inc. | 24,270 | $1,560 萬 | 0.27% | −1,015−4.0% | 減碼 |
| Oregon Public Employees Retirement Fund | 24,391 | $1,568 萬 | 0.19% | −967−3.8% | 減碼 |
| Rockefeller Capital Management L.P. | 24,891 | $1,599 萬 | 0.06% | −7,347−22.8% | 減碼 |
| Clough Capital Partners L P | 26,100 | $1,678 萬 | 1.69% | −590−2.2% | 減碼 |
| DnB Asset Management AS | 26,274 | $1,689 萬 | 0.10% | +166+0.6% | 加碼 |
| Qube Research & Technologies Ltd | 26,398 | $1,697 萬 | 0.07% | +26,398 | 新進 |
| Moneta Group Investment Advisors LLC | 26,570 | $1,708 萬 | 0.38% | −253−0.9% | 減碼 |
| South Dakota Investment Council | 26,574 | $1,708 萬 | 0.36% | −3,578−11.9% | 減碼 |
| Group One Trading, L.P. | 26,816 | $1,724 萬 | 0.74% | −3,711−12.2% | 減碼 |
| CIBC World Markets Corp | 26,990 | $1,735 萬 | 0.14% | +10,671+65.4% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 27,026 | $1,737 萬 | 0.21% | +1,100+4.2% | 加碼 |
| CIBC World Markets Inc. | 27,088 | $1,741 萬 | 0.06% | +2,290+9.2% | 加碼 |
| IFM Investors Pty Ltd | 27,239 | $1,751 萬 | 0.23% | +1,537+6.0% | 加碼 |
| Tairen Capital Ltd | 27,496 | $1,768 萬 | 0.56% | +27,496 | 新進 |
| Leuthold Group, LLC | 27,722 | $1,782 萬 | 2.31% | −956−3.3% | 減碼 |
| Cincinnati Financial Corp | 27,724 | $1,782 萬 | 0.41% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 27,755 | $1,784 萬 | 0.39% | +48+0.2% | 加碼 |
| Pacer Advisors, Inc. | 28,110 | $1,807 萬 | 0.07% | −10,939−28.0% | 減碼 |
| Texas Permanent School Fund | 28,172 | $1,811 萬 | 0.17% | +55+0.2% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 28,282 | $1,818 萬 | 0.39% | −67,927−70.6% | 減碼 |
| Foster Victor Wealth Advisors, LLC | 28,927 | $1,818 萬 | 2.02% | −279−1.0% | 減碼 |
| Williams Jones Wealth Management, LLC. | 29,382 | $1,889 萬 | 0.28% | +130.0% | 加碼 |
| Federation des caisses Desjardins du Quebec | 29,967 | $1,926 萬 | 0.19% | −6,249−17.3% | 減碼 |
| Empire Life Investments Inc. | 30,136 | $1,937 萬 | 1.32% | +280+0.9% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 30,304 | $1,948 萬 | 0.64% | +452+1.5% | 加碼 |
| Retirement Systems of Alabama | 30,531 | $1,963 萬 | 0.09% | −9,352−23.4% | 減碼 |
| Pinebridge Investments, L.P. | 30,881 | $1,985 萬 | 0.21% | −2,498−7.5% | 減碼 |