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 |
|---|---|---|---|---|---|
| Candriam Luxembourg S.C.A. | 134,910 | $8,673 萬 | 0.63% | +117,816+689.2% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 132,841 | $8,540 萬 | 0.51% | −1,069−0.8% | 減碼 |
| HM Payson & Co | 132,513 | $8,519 萬 | 1.91% | −2,419−1.8% | 減碼 |
| State of Wisconsin Investment Board | 131,897 | $8,479 萬 | 0.24% | −6,174−4.5% | 減碼 |
| Citadel Advisors LLC | 131,361 | $8,445 萬 | 0.09% | −75,910−36.6% | 減碼 |
| Frontier Capital Management Co LLC | 129,800 | $8,344 萬 | 0.80% | −3,931−2.9% | 減碼 |
| Vulcan Value Partners, LLC | 120,856 | $7,774 萬 | 0.98% | −169,156−58.3% | 減碼 |
| Schroder Investment Management Group | 120,428 | $7,742 萬 | 0.11% | +4,675+4.0% | 加碼 |
| Appaloosa LP大師阿帕盧薩 | 120,000 | $7,714 萬 | 1.43% | +120,000 | 新進 |
| Capital Fund Management S.A. | 119,593 | $7,688 萬 | 1.21% | +78,078+188.1% | 加碼 |
| Eventide Asset Management, LLC | 117,368 | $7,545 萬 | 1.28% | +397+0.3% | 加碼 |
| Susquehanna International Group, LLP | 116,511 | $7,490 萬 | 0.12% | +27,225+30.5% | 加碼 |
| Captrust Financial Advisors | 115,290 | $7,412 萬 | 0.29% | +3,925+3.5% | 加碼 |
| DekaBank Deutsche Girozentrale | 115,030 | $7,378 萬 | 0.17% | −11,679−9.2% | 減碼 |
| Employees Provident Fund Board | 112,641 | $7,241 萬 | 1.71% | 00.0% | 不變 |
| Guggenheim Capital LLC | 111,986 | $7,199 萬 | 0.57% | +3,827+3.5% | 加碼 |
| Heard Capital LLC | 111,879 | $7,192 萬 | 5.53% | −26,276−19.0% | 減碼 |
| Blue Whale Capital LLP | 111,500 | $7,168 萬 | 11.00% | +500+0.5% | 加碼 |
| Raymond James & Associates | 110,189 | $7,084 萬 | 0.06% | +9,444+9.4% | 加碼 |
| APG Asset Management N.V. | 119,054 | $7,015 萬 | 0.14% | −3,868−3.1% | 減碼 |
| Ninety One UK Ltd | 107,295 | $6,898 萬 | 0.20% | −36,741−25.5% | 減碼 |
| Pinnacle Associates Ltd | 105,830 | $6,803 萬 | 1.18% | −3,739−3.4% | 減碼 |
| Toronto Dominion Bank | 105,016 | $6,746 萬 | 0.10% | +54+0.1% | 加碼 |
| Manufacturers Life Insurance Company, The | 104,331 | $6,707 萬 | 0.04% | −1,454−1.4% | 減碼 |
| RE Advisers Corp | 102,800 | $6,609 萬 | 1.75% | +17,000+19.8% | 加碼 |
| Korea Investment CORP | 101,892 | $6,550 萬 | 0.18% | −25,951−20.3% | 減碼 |
| NZS Capital, LLC | 99,584 | $6,402 萬 | 3.20% | −14,085−12.4% | 減碼 |
| AXA S.A. | 97,545 | $6,271 萬 | 0.21% | −14,524−13.0% | 減碼 |
| Federated Hermes, Inc. | 97,213 | $6,249 萬 | 0.16% | −531−0.5% | 減碼 |
| 1832 Asset Management L.P. | 94,617 | $6,083 萬 | 0.12% | −88,527−48.3% | 減碼 |
| Jane Street Group, LLC | 93,641 | $6,020 萬 | 0.08% | +44,105+89.0% | 加碼 |
| KBC Group NV | 92,760 | $5,963 萬 | 0.25% | −11,393−10.9% | 減碼 |
| Aviva PLC | 92,199 | $5,927 萬 | 0.24% | +31,666+52.3% | 加碼 |
| Associated Banc-Corp | 92,073 | $5,919 萬 | 2.24% | −3,496−3.7% | 減碼 |
| Standard Life Aberdeen plc | 92,035 | $5,917 萬 | 0.14% | +6,045+7.0% | 加碼 |
| Erste Asset Management GmbH | 92,147 | $5,914 萬 | 1.04% | +2,540+2.8% | 加碼 |
| Mariner, LLC | 90,012 | $5,786 萬 | 0.15% | −1,653−1.8% | 減碼 |
| Epoch Investment Partners, Inc. | 87,128 | $5,601 萬 | 0.32% | −2,698−3.0% | 減碼 |
| Artemis Investment Management LLP | 85,643 | $5,500 萬 | 0.70% | −41,158−32.5% | 減碼 |
| Squarepoint Ops LLC | 83,763 | $5,385 萬 | 0.30% | +79,986+2,117.7% | 加碼 |
| M&G Investment Management Ltd | 81,512 | $5,241 萬 | 0.31% | −40,594−33.2% | 減碼 |
| State of New Jersey Common Pension Fund D | 79,844 | $5,133 萬 | 0.17% | −614−0.8% | 減碼 |
| Storebrand Asset Management AS | 78,533 | $5,049 萬 | 0.23% | +9,733+14.1% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 78,344 | $5,036 萬 | 0.19% | −1,086−1.4% | 減碼 |
| Brandywine Global Investment Management, LLC | 77,307 | $4,970 萬 | 0.41% | −8,573−10.0% | 減碼 |
| Fort Pitt Capital Group, LLC | 77,050 | $4,953 萬 | 1.82% | +1,324+1.7% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 76,342 | $4,908 萬 | 0.08% | +3,553+4.9% | 加碼 |
| Putnam Investments LLC | 75,507 | $4,854 萬 | 0.07% | −3,402−4.3% | 減碼 |
| Crosslink Capital Inc | 75,079 | $4,827 萬 | 7.98% | +880+1.2% | 加碼 |
| Public Employees Retirement System of Ohio | 74,457 | $4,787 萬 | 0.19% | −5,645−7.0% | 減碼 |
| American Century Companies Inc | 73,659 | $4,735 萬 | 0.04% | +19,538+36.1% | 加碼 |
| Nicholas Company, Inc. | 70,750 | $4,548 萬 | 0.87% | −11,470−14.0% | 減碼 |
| Natixis Advisors, L.P. | 70,284 | $4,518 萬 | 0.14% | −1,211−1.7% | 減碼 |
| Stifel Financial Corp | 67,236 | $4,324 萬 | 0.06% | −50−0.1% | 減碼 |
| STRS Ohio | 67,211 | $4,321 萬 | 0.18% | −2,359−3.4% | 減碼 |
| Truist Financial Corp | 66,681 | $4,287 萬 | 0.07% | −6,274−8.6% | 減碼 |
| Vaughan David Investments LLC | 66,623 | $4,283 萬 | 1.25% | +574+0.9% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 64,284 | $4,133 萬 | 0.39% | −5,500−7.9% | 減碼 |
| Treasurer of the State of North Carolina | 63,249 | $4,066 萬 | 0.21% | −1,748−2.7% | 減碼 |
| Value Aligned Research Advisors, LLC | 63,182 | $4,062 萬 | 12.70% | +50,083+382.3% | 加碼 |
| Atalanta Sosnoff Capital, LLC | 63,032 | $4,052 萬 | 1.10% | +2,012+3.3% | 加碼 |
| Triple Frond Partners LLC | 62,060 | $3,990 萬 | 5.14% | 00.0% | 不變 |
| Walleye Capital LLC | 61,869 | $3,977 萬 | 0.70% | +29,107+88.8% | 加碼 |
| FIL Ltd | 61,715 | $3,967 萬 | 0.04% | +38,865+170.1% | 加碼 |
| Asset Management One Co.,Ltd. | 61,393 | $3,947 萬 | 0.17% | +2,168+3.7% | 加碼 |
| Royal London Asset Management Ltd | 61,126 | $3,929 萬 | 0.13% | +10,952+21.8% | 加碼 |
| Flputnam Investment Management Co | 60,495 | $3,889 萬 | 1.06% | +363+0.6% | 加碼 |
| LPL Financial LLC | 59,443 | $3,821 萬 | 0.03% | +140+0.2% | 加碼 |
| Jericho Capital Asset Management L.P. | 59,210 | $3,806 萬 | 1.49% | −67,790−53.4% | 減碼 |
| Northwestern Mutual Wealth Management Co | 58,967 | $3,791 萬 | 0.05% | −12,836−17.9% | 減碼 |
| Castleark Management LLC | 58,605 | $3,767 萬 | 1.71% | +130+0.2% | 加碼 |
| Ardevora Asset Management LLP | 58,500 | $3,761 萬 | 0.91% | −41,600−41.6% | 減碼 |
| Capital International Investors | 54,790 | $3,522 萬 | 0.01% | 00.0% | 不變 |
| Ci Investments Inc. | 54,024 | $3,473 萬 | 0.18% | −11,582−17.7% | 減碼 |
| ARS Investment Partners, LLC | 53,985 | $3,470 萬 | 4.06% | −1,098−2.0% | 減碼 |
| Jacobs Levy Equity Management, Inc | 53,150 | $3,417 萬 | 0.20% | +41,538+357.7% | 加碼 |
| Renaissance Group LLC | 52,584 | $3,380 萬 | 1.46% | +52,584 | 新進 |
| Janney Montgomery Scott LLC | 52,514 | $3,376 萬 | 0.12% | +13,540+34.7% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 52,288 | $3,361 萬 | 0.15% | +3,569+7.3% | 加碼 |
| Man Group plc | 52,278 | $3,361 萬 | 0.10% | – | – |
| Millennium Management LLC | 50,641 | $3,256 萬 | 0.03% | −24,636−32.7% | 減碼 |
| Adams Diversified Equity Fund, Inc. | 48,900 | $3,144 萬 | 1.31% | 00.0% | 不變 |
| Tybourne Capital Management (HK) Ltd | 48,692 | $3,130 萬 | 3.38% | −7,087−12.7% | 減碼 |
| Handelsbanken Fonder AB | 48,467 | $3,116 萬 | 0.17% | +6,358+15.1% | 加碼 |
| Creative Planning | 47,969 | $3,084 萬 | 0.04% | +878+1.9% | 加碼 |
| American International Group, Inc. | 47,510 | $3,054 萬 | 0.19% | +381+0.8% | 加碼 |
| Colony Group LLC | 47,318 | $3,042 萬 | 0.43% | +522+1.1% | 加碼 |
| HighTower Advisors, LLC | 47,050 | $3,034 萬 | 0.06% | −13,831−22.7% | 減碼 |
| National Bank of Canada | 46,215 | $3,005 萬 | 0.06% | +32,046+226.2% | 加碼 |
| Robeco Institutional Asset Management B.V. | 46,442 | $2,986 萬 | 0.08% | −7,138−13.3% | 減碼 |
| Ensign Peak Advisors, Inc | 46,324 | $2,978 萬 | 0.06% | −2,735−5.6% | 減碼 |
| US Bancorp | 45,913 | $2,952 萬 | 0.05% | −870−1.9% | 減碼 |
| Nisa Investment Advisors, LLC | 45,673 | $2,936 萬 | 0.22% | −4,060−8.2% | 減碼 |
| Commonwealth Equity Services, LLC | 45,599 | $2,931 萬 | 0.06% | +10,382+29.5% | 加碼 |
| State Farm Mutual Automobile Insurance Co | 45,536 | $2,927 萬 | 0.03% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 45,494 | $2,925 萬 | 0.08% | −2,544−5.3% | 減碼 |
| Advisor Group Holdings, Inc. | 42,642 | $2,740 萬 | 0.05% | −494−1.1% | 減碼 |
| State of Tennessee, Treasury Department | 42,412 | $2,726 萬 | 0.11% | +6,898+19.4% | 加碼 |
| Arvest Trust Co N A | 37,696 | $2,708 萬 | 1.61% | −7,793−17.1% | 減碼 |
| Thrivent Financial for Lutherans | 42,098 | $2,706 萬 | 0.06% | −19,832−32.0% | 減碼 |