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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 3 季與 2023 年第 2 季比較

持有 Lam Research Corp 的機構從 2023 年第 2 季到 2023 年第 3 季的變化。

2023 年第 3 季全部持有人2023 年第 2 季全部持有人

LRCX 的 13F 持有人:2023 年第 2 季與 2023 年第 3 季比較
項目2023 年第 2 季其中尚未申報 2023 年第 3 季2023 年第 3 季變化
持有家數1,434171,451+34
股數1.13 億49.0 萬1.11 億−185.5 萬 (−1.6%)
市值$727.1 億$3.15 億$697.1 億−$26.8 億 (−3.7%)

17 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 季:沒申報不算清倉,所以變化不計入它們。

新進機構(124 家)

2023 年第 3 季季末持有 Lam Research Corp、2023 年第 2 季季末沒有持有的機構。

依市值列出前 100 家,共 124 家。

2023 年第 3 季新進 LRCX 的機構
機構股數市值佔組合 %
Pictet Asset Management Holding SA391,929$2.46 億0.30%
Renaissance Technologies LLC122,756$7,694 萬0.13%
Wedge Capital Management L L P103,384$6,480 萬1.28%
Jupiter Asset Management Ltd67,933$4,258 萬0.47%
QRG Capital Management, Inc.44,525$2,791 萬0.48%
First Republic Investment Management, Inc.36,696$2,300 萬0.07%
Optiver Holding B.V.30,834$1,933 萬0.55%
Vident Advisory, LLC30,771$1,929 萬0.60%
Engine No. 1 LLC28,390$1,779 萬9.37%
Worldquant Millennium Advisors LLC27,449$1,720 萬0.27%
CTC LLC23,986$1,503 萬0.67%
Sora Investors LLC22,000$1,379 萬3.09%
HRT Financial LP21,298$1,335 萬0.13%
Envestnet Portfolio Solutions, Inc.17,080$1,071 萬0.05%
Nishkama Capital, LLC16,873$1,058 萬3.53%
Point72 Middle East FZE16,205$1,016 萬0.61%
Trexquant Investment LP14,906$934.3 萬0.23%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)10,200$639.3 萬0.55%
Two Sigma Advisers, LP9,800$614.2 萬0.02%
Quantbot Technologies LP8,909$558.4 萬0.38%
Savoie Capital LLC8,280$519.0 萬1.36%
NEOS Investment Management LLC6,327$396.6 萬0.51%
Caas Capital Management LP5,100$319.7 萬0.71%
Voloridge Investment Management, LLC5,008$313.9 萬0.02%
Tiaa Trust, National Association4,587$287.5 萬0.01%
Centiva Capital, LP4,529$283.9 萬0.14%
Capula Management Ltd3,821$239.5 萬0.16%
Park Avenue Securities LLC3,708$232.4 萬0.04%
Eisler Capital (US) LLC3,632$227.6 萬0.84%
Navellier & Associates Inc3,460$216.9 萬0.37%
SS&H Financial Advisors, Inc.3,091$193.7 萬0.91%
Alternative Investment Advisors, LLC.2,972$186.4 萬1.30%
Altman Advisors, Inc.2,506$157.1 萬0.98%
GTS Securities LLC1,937$121.4 萬0.03%
XTX Topco Ltd1,827$114.5 萬0.20%
Ibex Wealth Advisors1,812$113.6 萬0.29%
MWA Asset Management1,741$109.1 萬1.05%
NWK Group, Inc.1,706$106.9 萬0.66%
Aquatic Capital Management LLC1,600$100.3 萬0.04%
Sherbrooke Park Advisers LLC1,600$100.3 萬0.32%
Wexford Capital LP1,594$99.9 萬0.23%
Point72 Asset Management, L.P.1,590$99.7 萬0.00%
Quantamental Technologies LLC1,502$94.1 萬0.88%
Abundance Wealth Counselors1,316$82.5 萬0.24%
Syon Capital LLC1,308$82.0 萬0.10%
Paloma Partners Management Co1,249$78.3 萬0.16%
Axq Capital, LP1,200$75.2 萬0.26%
Annis Gardner Whiting Capital Advisors, LLC1,167$73.4 萬0.39%
Graham Capital Management, L.P.1,100$68.9 萬0.02%
Jump Financial, LLC1,097$68.8 萬0.03%
Baader Bank INC1,010$62.3 萬0.06%
Verdence Capital Advisors LLC991$62.1 萬0.07%
Western Financial Corp986$61.8 萬0.45%
Pathway Financial Advisers, LLC926$58.2 萬0.24%
Himension Fund925$58.0 萬0.06%
Q3 Asset Management835$52.3 萬0.21%
Red Cedar Investment Management, LLC815$51.1 萬0.08%
Sentry Investment Management LLC778$48.8 萬0.23%
KPP Advisory Services LLC683$42.8 萬0.14%
NinePointTwo Capital675$42.3 萬0.17%
OneAscent Wealth Management LLC652$41.0 萬0.18%
Capital Investment Advisors, LLC654$41.0 萬0.01%
Monticello Wealth Management, LLC652$40.9 萬0.04%
Machina Capital S.A.S.624$39.1 萬0.22%
Concentric Capital Strategies, LP611$38.3 萬0.04%
Legacy Capital Wealth Partners, LLC605$37.9 萬0.10%
Lloyd Advisory Services, LLC.599$37.6 萬0.12%
Norden Group LLC599$37.6 萬0.12%
New England Research & Management, Inc.525$32.9 萬0.19%
Delta Financial Group, Inc.521$32.7 萬0.11%
Warren Averett Asset Management, LLC519$32.5 萬0.01%
Ramirez Asset Management, Inc.456$28.6 萬0.06%
Childress Capital Advisors, LLC450$28.2 萬0.09%
Oversea-Chinese Banking CORP Ltd433$27.1 萬0.01%
Tennessee Valley Asset Management Partners428$26.8 萬0.09%
Crestwood Advisors Group LLC412$25.9 萬0.01%
Gyroscope Capital Management Group, LLC404$25.3 萬0.06%
Kingswood Wealth Advisors, LLC403$25.3 萬0.04%
Outlook Wealth Advisors, LLC384$24.1 萬0.09%
Aspiriant, LLC381$23.9 萬0.01%
Boothbay Fund Management, LLC369$23.1 萬0.01%
Oasis Management Co Ltd.368$23.1 萬0.06%
Equitable Holdings, Inc.362$22.7 萬0.00%
Coastal Bridge Advisors, LLC342$21.4 萬0.06%
Bremer Bank National Association341$21.4 萬0.04%
Sax Wealth Advisors, LLC339$21.2 萬0.04%
CoreCap Advisors, LLC334$20.9 萬0.02%
Hel Ved Capital Management Ltd332$20.8 萬0.07%
Avestar Capital, LLC326$20.5 萬0.03%
C M Bidwell & Associates Ltd324$20.3 萬0.15%
Powell Investment Advisors, LLC322$20.2 萬0.12%
Rothschild Investment Corp323$20.2 萬0.02%
Milestone Investment Advisors LLC221$13.9 萬0.04%
Arlington Trust Co LLC169$10.6 萬0.04%
Jupiter Wealth Management LLC150$10.3 萬0.07%
NBC Securities, Inc.146$9.10 萬0.01%
Householder Group Estate & Retirement Specialist, LLC143$8.96 萬0.03%
RVW Wealth, LLC134$8.40 萬0.01%
Spartan Planning & Wealth Management108$6.77 萬0.08%
Certified Advisory Corp21,930$6.76 萬0.01%

清倉機構(90 家)

2023 年第 2 季季末持有 Lam Research Corp、2023 年第 3 季有申報但已經沒有持有的機構。

2023 年第 3 季清倉 LRCX 的機構
機構2023 年第 2 季股數2023 年第 2 季市值
Hudson Bay Capital Management LP170,000$1.09 億
Vulcan Value Partners, LLC120,856$7,774 萬
Jericho Capital Asset Management L.P.59,210$3,806 萬
Jacobs Levy Equity Management, Inc53,150$3,417 萬
Marex Group plc35,000$2,250 萬
Vident Investment Advisory, LLC33,519$2,155 萬
Tairen Capital Ltd27,496$1,768 萬
Governors Lane LP23,527$1,512 萬
Andra AP-fonden20,400$1,311 萬
Albar Capital Ltd13,395$861.1 萬
Jessup Wealth Management, Inc11,094$713.2 萬
Moore Capital Management, LP11,000$707.1 萬
Omers Administration Corp10,163$653.3 萬
Elevatus Welath Management9,122$586.4 萬
3G Capital Partners LP9,000$578.6 萬
WBI Investments8,410$540.6 萬
Two Sigma Securities, LLC7,371$473.9 萬
Simplex Trading, LLC6,720$432.0 萬
Exane Asset Management6,655$427.8 萬
Sepio Capital, LP6,384$412.5 萬
Veritable, L.P.6,212$399.3 萬
V Wealth Advisors LLC5,970$383.8 萬
Virtu Financial LLC5,748$369.5 萬
Laurion Capital Management LP4,963$319.1 萬
Weiss Multi-Strategy Advisers LLC4,924$316.5 萬
Point72 Europe (London) LLP4,761$306.1 萬
Harvest Volatility Management LLC4,140$266.1 萬
Kiwi Wealth Investments Limited Partnership2,254$144.9 萬
Headlands Technologies LLC2,006$129.0 萬
Cinctive Capital Management LP1,872$120.3 萬
Driehaus Capital Management LLC1,660$106.7 萬
Sassicaia Capital Advisers LLC1,500$96.4 萬
Capital CS Group, LLC1,210$77.8 萬
FORA Capital, LLC1,100$70.7 萬
Retirement Guys Formula LLC1,081$69.5 萬
National Wealth Management Group, LLC975$67.9 萬
Stoneridge Investment Partners LLC1,021$65.6 萬
Capstone Investment Advisors, LLC1,020$65.6 萬
Cito Capital Group, LLC1,010$65.1 萬
WMS Partners, LLC926$59.5 萬
Capital Markets Trading UK LLP912$58.6 萬
Stelac Advisory Services LLC911$58.6 萬
3Chopt Investment Partners, LLC900$58.0 萬
American Trust702$45.1 萬
Segall Bryant & Hamill, LLC679$43.6 萬
Twin Focus Capital Partners, LLC638$41.0 萬
Braun-Bostich & Associates Inc.543$34.9 萬
Blueprint Investment Partners LLC418$26.9 萬
CFS Investment Advisory Services, LLC415$26.7 萬
West Bancorporation Inc411$26.4 萬
Epic Trust Investment Advisors, LLC400$25.7 萬
Picton Mahoney Asset Management375$24.1 萬
Monterey Private Wealth, Inc.361$23.2 萬
Imprint Wealth LLC316$21.7 萬
Fortress Wealth Group, LLC306$21.6 萬
Transcend Wealth Collective, LLC332$21.4 萬
Jaffetilchin Investment Partners, LLC325$20.9 萬
Trust Investment Advisors324$20.8 萬
Drive Wealth Management, LLC323$20.8 萬
Thrive Wealth Management, LLC323$20.8 萬
Wealthsource Partners, LLC321$20.6 萬
Avaii Wealth Management, LLC320$20.6 萬
La Financiere de L'Echiquier320$20.6 萬
Detalus Advisors, LLC316$20.3 萬
Cypress Asset Management Inc215$20.3 萬
Dock Street Asset Management Inc315$20.3 萬
KLR Investment Advisors, LLC314$20.2 萬
Csenge Advisory Group313$20.1 萬
Range Financial Group LLC312$20.1 萬
Crewe Advisors LLC186$12.0 萬
Ridgewood Investments LLC186$11.9 萬
AXS Investments LLC175$11.3 萬
Tilia Fiduciary Partners, Inc.113$7.26 萬
WealthPLAN Partners, LLC87$5.62 萬
Stonehage Fleming Financial Services Holdings Ltd80$5.14 萬
O'Dell Group, LLC67$4.31 萬
Webster Bank, N. A.63$4.05 萬
ORG Partners LLC61$3.98 萬
First Community Trust NA30$1.93 萬
Old Point Trust & Financial Services N A20$1.29 萬
ICA Group Wealth Management, LLC16$1.04 萬
Heritage Wealth Advisors16$1.03 萬
Legend Financial Advisors, Inc.15$9,643
Disciplined Investments, LLC12$7,714
Fiduciary Alliance LLC12$7,714
Private Ocean, LLC8$5,250
Plante Moran Financial Advisors, LLC4$2,571
Safeguard Financial, LLC3$1,000
25 LLC1$639
AllSquare Wealth Management LLC1$630

尚未申報 2023 年第 3 季的機構(17 家)

2023 年第 2 季季末持有 Lam Research Corp、還沒有申報 2023 年第 3 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2023 年第 2 季持有 LRCX、尚未申報 2023 年第 3 季的機構
機構2023 年第 2 季股數2023 年第 2 季市值
Pictet Asset Management SA465,580$2.99 億
EA Series Trust5,758$370.2 萬
Tiaa, FSB4,457$286.5 萬
PFS Investments Inc.3,814$245.2 萬
Signature Wealth Management Group2,457$157.9 萬
Ascension Asset Management LLC1,861$119.6 萬
Kistler-Tiffany Companies, LLC1,820$117.0 萬
AtlasMark Financial, Inc1,300$83.6 萬
Intercontinental Wealth Advisors, LLC782$50.3 萬
BMS Financial Advisors, LLC502$32.3 萬
Thomas White International Ltd456$29.3 萬
Coastal Capital Group, Inc.442$28.4 萬
Endurance Wealth Management, Inc.217$14.0 萬
First Capital Advisors Group, LLC.209$13.5 萬
BDO Wealth Advisors, LLC98$6.28 萬
Cowen Prime Advisors LLC8$5,143
BerganKDV Wealth Management, LLC4$2,572