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 |
|---|---|---|---|---|---|
| TCW Group Inc | 31,593 | $2,031 萬 | 0.23% | +2,462+8.5% | 加碼 |
| AMF Pensionsforsakring AB | 32,027 | $2,061 萬 | 0.19% | −2,676−7.7% | 減碼 |
| Bridgewater Associates, LP | 32,313 | $2,077 萬 | 0.13% | +11,676+56.6% | 加碼 |
| Xponance, Inc. | 32,934 | $2,117 萬 | 0.28% | −545−1.6% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 32,992 | $2,121 萬 | 0.04% | +4,359+15.2% | 加碼 |
| Vident Investment Advisory, LLC | 33,519 | $2,155 萬 | 0.74% | −6,908−17.1% | 減碼 |
| SG Americas Securities, LLC | 33,567 | $2,158 萬 | 0.18% | +23,062+219.5% | 加碼 |
| Cerity Partners LLC | 33,590 | $2,163 萬 | 0.08% | +2,278+7.3% | 加碼 |
| Forsta Ap-Fonden | 33,700 | $2,166 萬 | 0.23% | +4,800+16.6% | 加碼 |
| USS Investment Management Ltd | 34,134 | $2,194 萬 | 0.26% | −800−2.3% | 減碼 |
| CIBC Asset Management Inc | 34,349 | $2,208 萬 | 0.09% | −157−0.5% | 減碼 |
| Marex Group plc | 35,000 | $2,250 萬 | 4.06% | +35,000 | 新進 |
| Skandinaviska Enskilda Banken AB (publ) | 35,087 | $2,256 萬 | 0.15% | +3,988+12.8% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 36,238 | $2,330 萬 | 1.61% | −381−1.0% | 減碼 |
| Amalgamated Bank | 36,698 | $2,359 萬 | 0.19% | −602−1.6% | 減碼 |
| McGuire Investment Group, LLC | 36,811 | $2,366 萬 | 4.41% | −694−1.9% | 減碼 |
| Neville Rodie & Shaw Inc | 37,215 | $2,392 萬 | 2.06% | −78−0.2% | 減碼 |
| Vontobel Holding Ltd. | 37,307 | $2,398 萬 | 0.21% | −6,392−14.6% | 減碼 |
| Capco Asset Management, LLC | 37,526 | $2,412 萬 | 6.21% | −9,927−20.9% | 減碼 |
| Virginia Retirement Systems Et Al | 37,852 | $2,433 萬 | 0.23% | +10,300+37.4% | 加碼 |
| ING Groep NV | 38,307 | $2,463 萬 | 0.19% | +4,321+12.7% | 加碼 |
| Arizona State Retirement System | 38,571 | $2,480 萬 | 0.20% | +1,333+3.6% | 加碼 |
| Braun Stacey Associates Inc | 38,754 | $2,491 萬 | 1.16% | −31,072−44.5% | 減碼 |
| Alberta Investment Management Corp | 39,084 | $2,513 萬 | 0.24% | −2,772−6.6% | 減碼 |
| MetLife Investment Management | 39,391 | $2,532 萬 | 0.18% | −812−2.0% | 減碼 |
| State of Michigan Retirement System | 40,080 | $2,577 萬 | 0.16% | +200+0.5% | 加碼 |
| Swiss Life Asset Management Ltd | 40,365 | $2,595 萬 | 0.38% | −1,144−2.8% | 減碼 |
| Natixis | 40,992 | $2,635 萬 | 0.22% | +36,245+763.5% | 加碼 |
| Mercer Global Advisors Inc | 41,390 | $2,661 萬 | 0.11% | +10,055+32.1% | 加碼 |
| Harbor Island Capital LLC | 41,431 | $2,663 萬 | 14.25% | −3,897−8.6% | 減碼 |
| Guinness Asset Management LTD | 41,571 | $2,672 萬 | 0.62% | +2,753+7.1% | 加碼 |
| Intech Investment Management LLC | 41,777 | $2,686 萬 | 0.28% | −16,040−27.7% | 減碼 |
| Teacher Retirement System of Texas | 41,789 | $2,686 萬 | 0.18% | −279−0.7% | 減碼 |
| Thrivent Financial for Lutherans | 42,098 | $2,706 萬 | 0.06% | −19,832−32.0% | 減碼 |
| Arvest Trust Co N A | 37,696 | $2,708 萬 | 1.61% | −7,793−17.1% | 減碼 |
| State of Tennessee, Treasury Department | 42,412 | $2,726 萬 | 0.11% | +6,898+19.4% | 加碼 |
| Advisor Group Holdings, Inc. | 42,642 | $2,740 萬 | 0.05% | −494−1.1% | 減碼 |
| Baird Financial Group, Inc. | 45,494 | $2,925 萬 | 0.08% | −2,544−5.3% | 減碼 |
| State Farm Mutual Automobile Insurance Co | 45,536 | $2,927 萬 | 0.03% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 45,599 | $2,931 萬 | 0.06% | +10,382+29.5% | 加碼 |
| Nisa Investment Advisors, LLC | 45,673 | $2,936 萬 | 0.22% | −4,060−8.2% | 減碼 |
| US Bancorp | 45,913 | $2,952 萬 | 0.05% | −870−1.9% | 減碼 |
| Ensign Peak Advisors, Inc | 46,324 | $2,978 萬 | 0.06% | −2,735−5.6% | 減碼 |
| Robeco Institutional Asset Management B.V. | 46,442 | $2,986 萬 | 0.08% | −7,138−13.3% | 減碼 |
| National Bank of Canada | 46,215 | $3,005 萬 | 0.06% | +32,046+226.2% | 加碼 |
| HighTower Advisors, LLC | 47,050 | $3,034 萬 | 0.06% | −13,831−22.7% | 減碼 |
| Colony Group LLC | 47,318 | $3,042 萬 | 0.43% | +522+1.1% | 加碼 |
| American International Group, Inc. | 47,510 | $3,054 萬 | 0.19% | +381+0.8% | 加碼 |
| Creative Planning | 47,969 | $3,084 萬 | 0.04% | +878+1.9% | 加碼 |
| Handelsbanken Fonder AB | 48,467 | $3,116 萬 | 0.17% | +6,358+15.1% | 加碼 |
| Tybourne Capital Management (HK) Ltd | 48,692 | $3,130 萬 | 3.38% | −7,087−12.7% | 減碼 |
| Adams Diversified Equity Fund, Inc. | 48,900 | $3,144 萬 | 1.31% | 00.0% | 不變 |
| Millennium Management LLC | 50,641 | $3,256 萬 | 0.03% | −24,636−32.7% | 減碼 |
| Man Group plc | 52,278 | $3,361 萬 | 0.10% | – | – |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 52,288 | $3,361 萬 | 0.15% | +3,569+7.3% | 加碼 |
| Janney Montgomery Scott LLC | 52,514 | $3,376 萬 | 0.12% | +13,540+34.7% | 加碼 |
| Renaissance Group LLC | 52,584 | $3,380 萬 | 1.46% | +52,584 | 新進 |
| Jacobs Levy Equity Management, Inc | 53,150 | $3,417 萬 | 0.20% | +41,538+357.7% | 加碼 |
| ARS Investment Partners, LLC | 53,985 | $3,470 萬 | 4.06% | −1,098−2.0% | 減碼 |
| Ci Investments Inc. | 54,024 | $3,473 萬 | 0.18% | −11,582−17.7% | 減碼 |
| Capital International Investors | 54,790 | $3,522 萬 | 0.01% | 00.0% | 不變 |
| Ardevora Asset Management LLP | 58,500 | $3,761 萬 | 0.91% | −41,600−41.6% | 減碼 |
| Castleark Management LLC | 58,605 | $3,767 萬 | 1.71% | +130+0.2% | 加碼 |
| Northwestern Mutual Wealth Management Co | 58,967 | $3,791 萬 | 0.05% | −12,836−17.9% | 減碼 |
| Jericho Capital Asset Management L.P. | 59,210 | $3,806 萬 | 1.49% | −67,790−53.4% | 減碼 |
| LPL Financial LLC | 59,443 | $3,821 萬 | 0.03% | +140+0.2% | 加碼 |
| Flputnam Investment Management Co | 60,495 | $3,889 萬 | 1.06% | +363+0.6% | 加碼 |
| Royal London Asset Management Ltd | 61,126 | $3,929 萬 | 0.13% | +10,952+21.8% | 加碼 |
| Asset Management One Co.,Ltd. | 61,393 | $3,947 萬 | 0.17% | +2,168+3.7% | 加碼 |
| FIL Ltd | 61,715 | $3,967 萬 | 0.04% | +38,865+170.1% | 加碼 |
| Walleye Capital LLC | 61,869 | $3,977 萬 | 0.70% | +29,107+88.8% | 加碼 |
| Triple Frond Partners LLC | 62,060 | $3,990 萬 | 5.14% | 00.0% | 不變 |
| Atalanta Sosnoff Capital, LLC | 63,032 | $4,052 萬 | 1.10% | +2,012+3.3% | 加碼 |
| Value Aligned Research Advisors, LLC | 63,182 | $4,062 萬 | 12.70% | +50,083+382.3% | 加碼 |
| Treasurer of the State of North Carolina | 63,249 | $4,066 萬 | 0.21% | −1,748−2.7% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 64,284 | $4,133 萬 | 0.39% | −5,500−7.9% | 減碼 |
| Vaughan David Investments LLC | 66,623 | $4,283 萬 | 1.25% | +574+0.9% | 加碼 |
| Truist Financial Corp | 66,681 | $4,287 萬 | 0.07% | −6,274−8.6% | 減碼 |
| STRS Ohio | 67,211 | $4,321 萬 | 0.18% | −2,359−3.4% | 減碼 |
| Stifel Financial Corp | 67,236 | $4,324 萬 | 0.06% | −50−0.1% | 減碼 |
| Natixis Advisors, L.P. | 70,284 | $4,518 萬 | 0.14% | −1,211−1.7% | 減碼 |
| Nicholas Company, Inc. | 70,750 | $4,548 萬 | 0.87% | −11,470−14.0% | 減碼 |
| American Century Companies Inc | 73,659 | $4,735 萬 | 0.04% | +19,538+36.1% | 加碼 |
| Public Employees Retirement System of Ohio | 74,457 | $4,787 萬 | 0.19% | −5,645−7.0% | 減碼 |
| Crosslink Capital Inc | 75,079 | $4,827 萬 | 7.98% | +880+1.2% | 加碼 |
| Putnam Investments LLC | 75,507 | $4,854 萬 | 0.07% | −3,402−4.3% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 76,342 | $4,908 萬 | 0.08% | +3,553+4.9% | 加碼 |
| Fort Pitt Capital Group, LLC | 77,050 | $4,953 萬 | 1.82% | +1,324+1.7% | 加碼 |
| Brandywine Global Investment Management, LLC | 77,307 | $4,970 萬 | 0.41% | −8,573−10.0% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 78,344 | $5,036 萬 | 0.19% | −1,086−1.4% | 減碼 |
| Storebrand Asset Management AS | 78,533 | $5,049 萬 | 0.23% | +9,733+14.1% | 加碼 |
| State of New Jersey Common Pension Fund D | 79,844 | $5,133 萬 | 0.17% | −614−0.8% | 減碼 |
| M&G Investment Management Ltd | 81,512 | $5,241 萬 | 0.31% | −40,594−33.2% | 減碼 |
| Squarepoint Ops LLC | 83,763 | $5,385 萬 | 0.30% | +79,986+2,117.7% | 加碼 |
| Artemis Investment Management LLP | 85,643 | $5,500 萬 | 0.70% | −41,158−32.5% | 減碼 |
| Epoch Investment Partners, Inc. | 87,128 | $5,601 萬 | 0.32% | −2,698−3.0% | 減碼 |
| Mariner, LLC | 90,012 | $5,786 萬 | 0.15% | −1,653−1.8% | 減碼 |
| Erste Asset Management GmbH | 92,147 | $5,914 萬 | 1.04% | +2,540+2.8% | 加碼 |
| Standard Life Aberdeen plc | 92,035 | $5,917 萬 | 0.14% | +6,045+7.0% | 加碼 |
| Associated Banc-Corp | 92,073 | $5,919 萬 | 2.24% | −3,496−3.7% | 減碼 |