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 |
|---|---|---|---|---|---|
| Aviva PLC | 92,199 | $5,927 萬 | 0.24% | +31,666+52.3% | 加碼 |
| KBC Group NV | 92,760 | $5,963 萬 | 0.25% | −11,393−10.9% | 減碼 |
| Jane Street Group, LLC | 93,641 | $6,020 萬 | 0.08% | +44,105+89.0% | 加碼 |
| 1832 Asset Management L.P. | 94,617 | $6,083 萬 | 0.12% | −88,527−48.3% | 減碼 |
| Federated Hermes, Inc. | 97,213 | $6,249 萬 | 0.16% | −531−0.5% | 減碼 |
| AXA S.A. | 97,545 | $6,271 萬 | 0.21% | −14,524−13.0% | 減碼 |
| NZS Capital, LLC | 99,584 | $6,402 萬 | 3.20% | −14,085−12.4% | 減碼 |
| Korea Investment CORP | 101,892 | $6,550 萬 | 0.18% | −25,951−20.3% | 減碼 |
| RE Advisers Corp | 102,800 | $6,609 萬 | 1.75% | +17,000+19.8% | 加碼 |
| Manufacturers Life Insurance Company, The | 104,331 | $6,707 萬 | 0.04% | −1,454−1.4% | 減碼 |
| Toronto Dominion Bank | 105,016 | $6,746 萬 | 0.10% | +54+0.1% | 加碼 |
| Pinnacle Associates Ltd | 105,830 | $6,803 萬 | 1.18% | −3,739−3.4% | 減碼 |
| Ninety One UK Ltd | 107,295 | $6,898 萬 | 0.20% | −36,741−25.5% | 減碼 |
| APG Asset Management N.V. | 119,054 | $7,015 萬 | 0.14% | −3,868−3.1% | 減碼 |
| Raymond James & Associates | 110,189 | $7,084 萬 | 0.06% | +9,444+9.4% | 加碼 |
| Blue Whale Capital LLP | 111,500 | $7,168 萬 | 11.00% | +500+0.5% | 加碼 |
| Heard Capital LLC | 111,879 | $7,192 萬 | 5.53% | −26,276−19.0% | 減碼 |
| Guggenheim Capital LLC | 111,986 | $7,199 萬 | 0.57% | +3,827+3.5% | 加碼 |
| Employees Provident Fund Board | 112,641 | $7,241 萬 | 1.71% | 00.0% | 不變 |
| DekaBank Deutsche Girozentrale | 115,030 | $7,378 萬 | 0.17% | −11,679−9.2% | 減碼 |
| Captrust Financial Advisors | 115,290 | $7,412 萬 | 0.29% | +3,925+3.5% | 加碼 |
| Susquehanna International Group, LLP | 116,511 | $7,490 萬 | 0.12% | +27,225+30.5% | 加碼 |
| Eventide Asset Management, LLC | 117,368 | $7,545 萬 | 1.28% | +397+0.3% | 加碼 |
| Capital Fund Management S.A. | 119,593 | $7,688 萬 | 1.21% | +78,078+188.1% | 加碼 |
| Appaloosa LP大師阿帕盧薩 | 120,000 | $7,714 萬 | 1.43% | +120,000 | 新進 |
| Schroder Investment Management Group | 120,428 | $7,742 萬 | 0.11% | +4,675+4.0% | 加碼 |
| Vulcan Value Partners, LLC | 120,856 | $7,774 萬 | 0.98% | −169,156−58.3% | 減碼 |
| Frontier Capital Management Co LLC | 129,800 | $8,344 萬 | 0.80% | −3,931−2.9% | 減碼 |
| Citadel Advisors LLC | 131,361 | $8,445 萬 | 0.09% | −75,910−36.6% | 減碼 |
| State of Wisconsin Investment Board | 131,897 | $8,479 萬 | 0.24% | −6,174−4.5% | 減碼 |
| HM Payson & Co | 132,513 | $8,519 萬 | 1.91% | −2,419−1.8% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 132,841 | $8,540 萬 | 0.51% | −1,069−0.8% | 減碼 |
| Candriam Luxembourg S.C.A. | 134,910 | $8,673 萬 | 0.63% | +117,816+689.2% | 加碼 |
| Russell Investments Group, Ltd. | 135,811 | $8,727 萬 | 0.17% | −14,625−9.7% | 減碼 |
| AQR Capital Management LLC | 137,339 | $8,829 萬 | 0.19% | −39,806−22.5% | 減碼 |
| Macquarie Group Ltd | 142,325 | $9,150 萬 | 0.10% | +113,415+392.3% | 加碼 |
| Assenagon Asset Management S.A. | 142,395 | $9,154 萬 | 0.36% | +56,079+65.0% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 142,838 | $9,182 萬 | 0.24% | −10,563−6.9% | 減碼 |
| Parnassus Investments | 144,076 | $9,262 萬 | 0.22% | −44,034−23.4% | 減碼 |
| New York State Teachers Retirement System | 144,804 | $9,309 萬 | 0.21% | −6,423−4.2% | 減碼 |
| Canada Pension Plan Investment Board | 145,831 | $9,375 萬 | 0.14% | +13,267+10.0% | 加碼 |
| State Board of Administration of Florida Retirement System | 146,510 | $9,419 萬 | 0.21% | −4,349−2.9% | 減碼 |
| ProShare Advisors LLC | 149,455 | $9,608 萬 | 0.28% | −3,818−2.5% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 153,299 | $9,855 萬 | 0.31% | +112,281+273.7% | 加碼 |
| Great West Life Assurance Co | 158,648 | $1.03 億 | 0.24% | −5,660−3.4% | 減碼 |
| Agf Management Ltd | 160,222 | $1.03 億 | 0.75% | −14,717−8.4% | 減碼 |
| Bank of Montreal | 161,048 | $1.04 億 | 0.06% | +7,540+4.9% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 162,589 | $1.05 億 | 0.24% | +3,515+2.2% | 加碼 |
| Victory Capital Management Inc | 168,255 | $1.08 億 | 0.12% | −34,417−17.0% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 168,346 | $1.08 億 | 0.23% | +3,077+1.9% | 加碼 |
| Hudson Bay Capital Management LP | 170,000 | $1.09 億 | 1.10% | +170,000 | 新進 |
| Jennison Associates LLC | 174,342 | $1.12 億 | 0.09% | −80,635−31.6% | 減碼 |
| Nomura Asset Management Co Ltd | 193,155 | $1.24 億 | 0.57% | +13,545+7.5% | 加碼 |
| Bessemer Group Inc | 195,690 | $1.26 億 | 0.27% | −7,043−3.5% | 減碼 |
| Swedbank AB | 198,389 | $1.28 億 | 0.23% | +2,924+1.5% | 加碼 |
| Clearbridge Investments, LLC | 207,747 | $1.34 億 | 0.12% | +207,747 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 209,755 | $1.35 億 | 0.29% | −17,879−7.9% | 減碼 |
| SEI Investments Co | 213,641 | $1.37 億 | 0.24% | +21,345+11.1% | 加碼 |
| Allianz Asset Management GmbH | 217,029 | $1.40 億 | 0.29% | −18,758−8.0% | 減碼 |
| TD Asset Management Inc | 218,775 | $1.41 億 | 0.16% | −16,488−7.0% | 減碼 |
| Neuberger Berman Group LLC | 219,826 | $1.41 億 | 0.13% | +111,986+103.8% | 加碼 |
| Credit Suisse AG | 221,198 | $1.42 億 | 0.14% | −41,608−15.8% | 減碼 |
| California State Teachers Retirement System | 222,328 | $1.43 億 | 0.20% | −7,249−3.2% | 減碼 |
| William Blair Investment Management, LLC | 223,590 | $1.44 億 | 0.46% | +106,684+91.3% | 加碼 |
| BNP Paribas Arbitrage, SA | 230,193 | $1.48 億 | 0.29% | +52,430+29.5% | 加碼 |
| Principal Financial Group Inc | 234,397 | $1.51 億 | 0.10% | −10,739−4.4% | 減碼 |
| Scge Management, L.P. | 235,000 | $1.51 億 | 3.56% | 00.0% | 不變 |
| Adage Capital Partners GP, L.L.C. | 236,583 | $1.52 億 | 0.33% | −1,010−0.4% | 減碼 |
| New York State Common Retirement Fund | 238,789 | $1.54 億 | 0.20% | −2,227−0.9% | 減碼 |
| CI Private Wealth, LLC | 244,846 | $1.57 億 | 0.36% | +218,606+833.1% | 加碼 |
| National Pension Service | 248,565 | $1.59 億 | 0.26% | +16,828+7.3% | 加碼 |
| Prudential Financial Inc | 248,075 | $1.59 億 | 0.23% | +2,700+1.1% | 加碼 |
| Cincinnati Insurance Co | 249,211 | $1.60 億 | 3.05% | 00.0% | 不變 |
| California Public Employees Retirement System | 263,387 | $1.69 億 | 0.15% | −12,677−4.6% | 減碼 |
| Oaktop Capital Management II, L.P. | 269,146 | $1.73 億 | 26.29% | 00.0% | 不變 |
| Rhumbline Advisers | 274,351 | $1.76 億 | 0.20% | +1,704+0.6% | 加碼 |
| Alkeon Capital Management LLC | 293,370 | $1.89 億 | 1.13% | −124,171−29.7% | 減碼 |
| HSBC Holdings PLC | 310,517 | $2.00 億 | 0.21% | +27,613+9.8% | 加碼 |
| Royal Bank of Canada | 313,453 | $2.02 億 | 0.06% | +12,230+4.1% | 加碼 |
| Mackenzie Financial Corp | 310,671 | $2.02 億 | 0.31% | +110,419+55.1% | 加碼 |
| Citigroup Inc | 318,230 | $2.05 億 | 0.26% | +19,474+6.5% | 加碼 |
| The PNC Financial Services Group, Inc. | 328,281 | $2.11 億 | 0.18% | −5,712−1.7% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 341,528 | $2.20 億 | 1.83% | +241,300+240.8% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 349,270 | $2.25 億 | 0.17% | −69,032−16.5% | 減碼 |
| Lord, Abbett & Co. LLC | 352,617 | $2.27 億 | 0.78% | +18,189+5.4% | 加碼 |
| Alliancebernstein L.P. | 361,068 | $2.32 億 | 0.09% | +9,206+2.6% | 加碼 |
| Rafferty Asset Management, LLC | 362,593 | $2.33 億 | 1.31% | +13,013+3.7% | 加碼 |
| Envestnet Asset Management Inc | 372,662 | $2.40 億 | 0.11% | −3,134,939−89.4% | 減碼 |
| Boston Partners | 401,141 | $2.59 億 | 0.35% | −11,310−2.7% | 減碼 |
| Nordea Investment Management AB | 411,970 | $2.66 億 | 0.36% | +1,475+0.4% | 加碼 |
| Deutsche Bank AG | 434,503 | $2.79 億 | 0.15% | −86,490−16.6% | 減碼 |
| Holocene Advisors, LP | 445,535 | $2.86 億 | 1.25% | +241,480+118.3% | 加碼 |
| Pictet Asset Management SA | 465,580 | $2.99 億 | 0.35% | −60,219−11.5% | 減碼 |
| Swiss National Bank | 487,400 | $3.13 億 | 0.21% | −54,000−10.0% | 減碼 |
| Aspex Management (HK) Ltd | 510,935 | $3.28 億 | 9.55% | +140,935+38.1% | 加碼 |
| UBS Group AG | 534,796 | $3.44 億 | 0.15% | +15,835+3.1% | 加碼 |
| First Trust Advisors LP | 559,094 | $3.59 億 | 0.41% | +8,249+1.5% | 加碼 |
| Voya Investment Management LLC | 570,534 | $3.67 億 | 0.38% | −226,031−28.4% | 減碼 |
| Artisan Partners Limited Partnership | 574,046 | $3.69 億 | 0.59% | −350,736−37.9% | 減碼 |
| WCM Investment Management, LLC | 587,846 | $3.81 億 | 1.14% | −260,299−30.7% | 減碼 |