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、6 筆賣出；2026 年第 2 季末有 3,142 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 13F 持有人
Lam Research Corp 在 2023/9/30 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
- 1,451
- 較 2023 年第 2 季 +34 家
- 持有股數
- 1.11 億
- 較 2023 年第 2 季 −185.5 萬 (−1.6%)
- 總市值
- $697.1 億
- 較 2023 年第 2 季 −$26.8 億 (−3.7%)
- 新進機構
- 124
- 另有 527 家加碼
- 清倉機構
- 90
- 另有 547 家減碼
另有 17 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 | 3,142 | $4,635 億 |
| 2026 年第 1 季 | 2,651 | $2,213 億 |
| 2025 年第 4 季 | 2,395 | $1,839 億 |
| 2025 年第 3 季 | 2,110 | $1,365 億 |
| 2025 年第 2 季 | 1,882 | $1,027 億 |
| 2025 年第 1 季 | 1,801 | $757.6 億 |
| 2024 年第 4 季 | 1,695 | $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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bridgewater Associates, LP | 72,667 | $4,555 萬 | 0.28% | +40,354+124.9% | 加碼 |
| Creative Planning | 72,995 | $4,575 萬 | 0.06% | +25,026+52.2% | 加碼 |
| Brandywine Global Investment Management, LLC | 73,100 | $4,582 萬 | 0.40% | −4,207−5.4% | 減碼 |
| Toronto Dominion Bank | 73,171 | $4,586 萬 | 0.08% | −31,845−30.3% | 減碼 |
| Robeco Institutional Asset Management B.V. | 73,455 | $4,604 萬 | 0.12% | +27,013+58.2% | 加碼 |
| Truist Financial Corp | 73,580 | $4,612 萬 | 0.08% | +6,899+10.3% | 加碼 |
| Crosslink Capital Inc | 74,379 | $4,662 萬 | 8.80% | −700−0.9% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 75,945 | $4,760 萬 | 0.19% | −2,399−3.1% | 減碼 |
| State of New Jersey Common Pension Fund D | 76,238 | $4,778 萬 | 0.17% | −3,606−4.5% | 減碼 |
| Fort Pitt Capital Group, LLC | 77,554 | $4,861 萬 | 1.82% | +504+0.7% | 加碼 |
| Putnam Investments LLC | 77,612 | $4,864 萬 | 0.07% | +2,105+2.8% | 加碼 |
| Candriam Luxembourg S.C.A. | 77,990 | $4,888 萬 | 0.40% | −56,920−42.2% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 78,827 | $4,941 萬 | 0.22% | +26,539+50.8% | 加碼 |
| Storebrand Asset Management AS | 80,052 | $5,017 萬 | 0.24% | +1,519+1.9% | 加碼 |
| Susquehanna International Group, LLP | 81,994 | $5,139 萬 | 0.08% | −34,517−29.6% | 減碼 |
| Citadel Advisors LLC | 82,059 | $5,143 萬 | 0.06% | −49,302−37.5% | 減碼 |
| Squarepoint Ops LLC | 83,467 | $5,231 萬 | 0.25% | −296−0.4% | 減碼 |
| Epoch Investment Partners, Inc. | 84,721 | $5,310 萬 | 0.34% | −2,407−2.8% | 減碼 |
| Assenagon Asset Management S.A. | 85,627 | $5,367 萬 | 0.19% | −56,768−39.9% | 減碼 |
| Pinnacle Associates Ltd | 85,959 | $5,388 萬 | 1.00% | −19,871−18.8% | 減碼 |
| Mariner, LLC | 87,710 | $5,497 萬 | 0.15% | −2,302−2.6% | 減碼 |
| Associated Banc-Corp | 88,435 | $5,543 萬 | 2.15% | −3,638−4.0% | 減碼 |
| Los Angeles Capital Management LLC | 88,743 | $5,562 萬 | 0.24% | +68,325+334.6% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 89,823 | $5,630 萬 | 0.08% | +13,481+17.7% | 加碼 |
| Nomura Asset Management Co Ltd | 91,849 | $5,757 萬 | 0.27% | −101,306−52.4% | 減碼 |
| NZS Capital, LLC | 94,385 | $5,916 萬 | 3.19% | −5,199−5.2% | 減碼 |
| AXA S.A. | 95,893 | $6,010 萬 | 0.21% | −1,652−1.7% | 減碼 |
| Standard Life Aberdeen plc | 96,759 | $6,065 萬 | 0.15% | +4,724+5.1% | 加碼 |
| Capital Fund Management S.A. | 96,764 | $6,065 萬 | 0.82% | −22,829−19.1% | 減碼 |
| Wedge Capital Management L L P | 103,384 | $6,480 萬 | 1.28% | +103,384 | 新進 |
| RE Advisers Corp | 104,300 | $6,537 萬 | 1.82% | +1,500+1.5% | 加碼 |
| Two Sigma Investments, LP | 107,034 | $6,709 萬 | 0.19% | +105,834+8,819.5% | 加碼 |
| Raymond James & Associates | 107,119 | $6,714 萬 | 0.06% | −3,070−2.8% | 減碼 |
| KBC Group NV | 107,551 | $6,741 萬 | 0.28% | +14,791+15.9% | 加碼 |
| Erste Asset Management GmbH | 109,105 | $6,826 萬 | 1.18% | +16,958+18.4% | 加碼 |
| DekaBank Deutsche Girozentrale | 110,128 | $6,954 萬 | 0.16% | −4,902−4.3% | 減碼 |
| Blue Whale Capital LLP | 112,300 | $7,039 萬 | 11.34% | +800+0.7% | 加碼 |
| Manufacturers Life Insurance Company, The | 113,548 | $7,117 萬 | 0.04% | +9,217+8.8% | 加碼 |
| Man Group plc | – | $7,232 萬 | 0.22% | – | – |
| National Bank of Canada | 114,877 | $7,246 萬 | 0.13% | +68,662+148.6% | 加碼 |
| Eventide Asset Management, LLC | 115,921 | $7,266 萬 | 1.31% | −1,447−1.2% | 減碼 |
| Guggenheim Capital LLC | 116,020 | $7,272 萬 | 0.63% | +4,034+3.6% | 加碼 |
| APG Asset Management N.V. | 117,687 | $7,376 萬 | 0.15% | −1,367−1.1% | 減碼 |
| Appaloosa LP大師阿帕盧薩 | 120,000 | $7,521 萬 | 1.48% | 00.0% | 不變 |
| Renaissance Technologies LLC | 122,756 | $7,694 萬 | 0.13% | +122,756 | 新進 |
| HM Payson & Co | 125,396 | $7,860 萬 | 1.84% | −7,117−5.4% | 減碼 |
| Captrust Financial Advisors | 127,505 | $7,979 萬 | 0.30% | +12,215+10.6% | 加碼 |
| Parnassus Investments | 127,905 | $8,017 萬 | 0.20% | −16,171−11.2% | 減碼 |
| State of Wisconsin Investment Board | 129,401 | $8,110 萬 | 0.25% | −2,496−1.9% | 減碼 |
| Heard Capital LLC | 132,735 | $8,319 萬 | 6.23% | +20,856+18.6% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 134,360 | $8,421 萬 | 0.24% | −8,478−5.9% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 136,574 | $8,560 萬 | 0.50% | +3,733+2.8% | 加碼 |
| New York State Teachers Retirement System | 137,049 | $8,590 萬 | 0.21% | −7,755−5.4% | 減碼 |
| Schroder Investment Management Group | 139,752 | $8,759 萬 | 0.13% | +19,324+16.0% | 加碼 |
| State Board of Administration of Florida Retirement System | 143,179 | $8,974 萬 | 0.21% | −3,331−2.3% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 147,082 | $9,219 萬 | 0.23% | −15,507−9.5% | 減碼 |
| Macquarie Group Ltd | 148,199 | $9,289 萬 | 0.12% | +5,874+4.1% | 加碼 |
| Jennison Associates LLC | 149,863 | $9,393 萬 | 0.08% | −24,479−14.0% | 減碼 |
| Russell Investments Group, Ltd. | 153,138 | $9,599 萬 | 0.19% | +17,327+12.8% | 加碼 |
| AQR Capital Management LLC | 156,557 | $9,812 萬 | 0.20% | +19,218+14.0% | 加碼 |
| Great West Life Assurance Co | 158,406 | $9,925 萬 | 0.24% | −242−0.2% | 減碼 |
| ProShare Advisors LLC | 168,870 | $1.06 億 | 0.33% | +19,415+13.0% | 加碼 |
| Bessemer Group Inc | 171,555 | $1.08 億 | 0.24% | −24,135−12.3% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 173,783 | $1.09 億 | 0.25% | −62,800−26.5% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 177,547 | $1.11 億 | 0.23% | +9,201+5.5% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 179,203 | $1.12 億 | 0.34% | +25,904+16.9% | 加碼 |
| Bank of Montreal | 183,807 | $1.16 億 | 0.07% | +22,759+14.1% | 加碼 |
| Victory Capital Management Inc | 192,192 | $1.20 億 | 0.14% | +23,937+14.2% | 加碼 |
| SEI Investments Co | 193,569 | $1.21 億 | 0.22% | −20,072−9.4% | 減碼 |
| Voya Investment Management LLC | 199,007 | $1.25 億 | 0.14% | −371,527−65.1% | 減碼 |
| Swedbank AB | 200,011 | $1.25 億 | 0.23% | +1,622+0.8% | 加碼 |
| Qube Research & Technologies Ltd | 205,894 | $1.29 億 | 0.38% | +179,496+680.0% | 加碼 |
| Clearbridge Investments, LLC | 206,882 | $1.30 億 | 0.12% | −865−0.4% | 減碼 |
| Millennium Management LLC | 208,982 | $1.31 億 | 0.14% | +158,341+312.7% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 211,012 | $1.32 億 | 0.29% | +1,257+0.6% | 加碼 |
| California State Teachers Retirement System | 213,428 | $1.34 億 | 0.21% | −8,900−4.0% | 減碼 |
| TD Asset Management Inc | 215,436 | $1.35 億 | 0.16% | −3,339−1.5% | 減碼 |
| BNP Paribas Arbitrage, SA | 221,466 | $1.39 億 | 0.31% | −8,727−3.8% | 減碼 |
| Credit Suisse AG | 221,993 | $1.39 億 | 0.15% | +795+0.4% | 加碼 |
| New York State Common Retirement Fund | 225,014 | $1.41 億 | 0.20% | −13,775−5.8% | 減碼 |
| William Blair Investment Management, LLC | 228,090 | $1.43 億 | 0.48% | +4,500+2.0% | 加碼 |
| Principal Financial Group Inc | 230,108 | $1.44 億 | 0.10% | −4,289−1.8% | 減碼 |
| Scge Management, L.P. | 235,000 | $1.47 億 | 3.83% | 00.0% | 不變 |
| National Pension Service | 252,548 | $1.53 億 | 0.24% | +3,983+1.6% | 加碼 |
| Agf Management Ltd | 245,782 | $1.54 億 | 1.09% | +85,560+53.4% | 加碼 |
| CI Private Wealth, LLC | 247,380 | $1.55 億 | 0.36% | +2,534+1.0% | 加碼 |
| Cincinnati Insurance Co | 249,211 | $1.56 億 | 3.09% | 00.0% | 不變 |
| California Public Employees Retirement System | 266,012 | $1.67 億 | 0.14% | +2,625+1.0% | 加碼 |
| Oaktop Capital Management II, L.P. | 269,146 | $1.69 億 | 28.15% | 00.0% | 不變 |
| Rhumbline Advisers | 273,976 | $1.72 億 | 0.20% | −375−0.1% | 減碼 |
| Aspex Management (HK) Ltd | 282,871 | $1.77 億 | 5.46% | −228,064−44.6% | 減碼 |
| Citigroup Inc | 285,527 | $1.79 億 | 0.26% | −32,703−10.3% | 減碼 |
| Alkeon Capital Management LLC | 293,370 | $1.84 億 | 1.16% | 00.0% | 不變 |
| Mackenzie Financial Corp | 302,453 | $1.87 億 | 0.31% | −8,218−2.6% | 減碼 |
| Canada Pension Plan Investment Board | 301,071 | $1.89 億 | 0.28% | +155,240+106.5% | 加碼 |
| Envestnet Asset Management Inc | 303,865 | $1.90 億 | 0.09% | −68,797−18.5% | 減碼 |
| HSBC Holdings PLC | 312,641 | $1.96 億 | 0.22% | +2,124+0.7% | 加碼 |
| The PNC Financial Services Group, Inc. | 316,241 | $1.98 億 | 0.17% | −12,040−3.7% | 減碼 |
| Holocene Advisors, LP | 322,410 | $2.02 億 | 0.90% | −123,125−27.6% | 減碼 |
| Prudential Financial Inc | 324,348 | $2.03 億 | 0.32% | +76,273+30.7% | 加碼 |