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 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 | 3,143 | $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 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 |
|---|---|---|---|---|---|
| Heard Capital LLC | 132,735 | $8,319 萬 | 6.23% | +20,856+18.6% | 加碼 |
| State of Wisconsin Investment Board | 129,401 | $8,110 萬 | 0.25% | −2,496−1.9% | 減碼 |
| Parnassus Investments | 127,905 | $8,017 萬 | 0.20% | −16,171−11.2% | 減碼 |
| Captrust Financial Advisors | 127,505 | $7,979 萬 | 0.30% | +12,215+10.6% | 加碼 |
| HM Payson & Co | 125,396 | $7,860 萬 | 1.84% | −7,117−5.4% | 減碼 |
| Renaissance Technologies LLC | 122,756 | $7,694 萬 | 0.13% | +122,756 | 新進 |
| Appaloosa LP大師阿帕盧薩 | 120,000 | $7,521 萬 | 1.48% | 00.0% | 不變 |
| APG Asset Management N.V. | 117,687 | $7,376 萬 | 0.15% | −1,367−1.1% | 減碼 |
| Guggenheim Capital LLC | 116,020 | $7,272 萬 | 0.63% | +4,034+3.6% | 加碼 |
| Eventide Asset Management, LLC | 115,921 | $7,266 萬 | 1.31% | −1,447−1.2% | 減碼 |
| National Bank of Canada | 114,877 | $7,246 萬 | 0.13% | +68,662+148.6% | 加碼 |
| Man Group plc | – | $7,232 萬 | 0.22% | – | – |
| Manufacturers Life Insurance Company, The | 113,548 | $7,117 萬 | 0.04% | +9,217+8.8% | 加碼 |
| Blue Whale Capital LLP | 112,300 | $7,039 萬 | 11.34% | +800+0.7% | 加碼 |
| DekaBank Deutsche Girozentrale | 110,128 | $6,954 萬 | 0.16% | −4,902−4.3% | 減碼 |
| Erste Asset Management GmbH | 109,105 | $6,826 萬 | 1.18% | +16,958+18.4% | 加碼 |
| KBC Group NV | 107,551 | $6,741 萬 | 0.28% | +14,791+15.9% | 加碼 |
| Raymond James & Associates | 107,119 | $6,714 萬 | 0.06% | −3,070−2.8% | 減碼 |
| Two Sigma Investments, LP | 107,034 | $6,709 萬 | 0.19% | +105,834+8,819.5% | 加碼 |
| RE Advisers Corp | 104,300 | $6,537 萬 | 1.82% | +1,500+1.5% | 加碼 |
| Wedge Capital Management L L P | 103,384 | $6,480 萬 | 1.28% | +103,384 | 新進 |
| Capital Fund Management S.A. | 96,764 | $6,065 萬 | 0.82% | −22,829−19.1% | 減碼 |
| Standard Life Aberdeen plc | 96,759 | $6,065 萬 | 0.15% | +4,724+5.1% | 加碼 |
| AXA S.A. | 95,893 | $6,010 萬 | 0.21% | −1,652−1.7% | 減碼 |
| NZS Capital, LLC | 94,385 | $5,916 萬 | 3.19% | −5,199−5.2% | 減碼 |
| Nomura Asset Management Co Ltd | 91,849 | $5,757 萬 | 0.27% | −101,306−52.4% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 89,823 | $5,630 萬 | 0.08% | +13,481+17.7% | 加碼 |
| Los Angeles Capital Management LLC | 88,743 | $5,562 萬 | 0.24% | +68,325+334.6% | 加碼 |
| Associated Banc-Corp | 88,435 | $5,543 萬 | 2.15% | −3,638−4.0% | 減碼 |
| Mariner, LLC | 87,710 | $5,497 萬 | 0.15% | −2,302−2.6% | 減碼 |
| Pinnacle Associates Ltd | 85,959 | $5,388 萬 | 1.00% | −19,871−18.8% | 減碼 |
| Assenagon Asset Management S.A. | 85,627 | $5,367 萬 | 0.19% | −56,768−39.9% | 減碼 |
| Epoch Investment Partners, Inc. | 84,721 | $5,310 萬 | 0.34% | −2,407−2.8% | 減碼 |
| Squarepoint Ops LLC | 83,467 | $5,231 萬 | 0.25% | −296−0.4% | 減碼 |
| Citadel Advisors LLC | 82,059 | $5,143 萬 | 0.06% | −49,302−37.5% | 減碼 |
| Susquehanna International Group, LLP | 81,994 | $5,139 萬 | 0.08% | −34,517−29.6% | 減碼 |
| Storebrand Asset Management AS | 80,052 | $5,017 萬 | 0.24% | +1,519+1.9% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 78,827 | $4,941 萬 | 0.22% | +26,539+50.8% | 加碼 |
| Candriam Luxembourg S.C.A. | 77,990 | $4,888 萬 | 0.40% | −56,920−42.2% | 減碼 |
| Putnam Investments LLC | 77,612 | $4,864 萬 | 0.07% | +2,105+2.8% | 加碼 |
| Fort Pitt Capital Group, LLC | 77,554 | $4,861 萬 | 1.82% | +504+0.7% | 加碼 |
| State of New Jersey Common Pension Fund D | 76,238 | $4,778 萬 | 0.17% | −3,606−4.5% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 75,945 | $4,760 萬 | 0.19% | −2,399−3.1% | 減碼 |
| Crosslink Capital Inc | 74,379 | $4,662 萬 | 8.80% | −700−0.9% | 減碼 |
| Truist Financial Corp | 73,580 | $4,612 萬 | 0.08% | +6,899+10.3% | 加碼 |
| Robeco Institutional Asset Management B.V. | 73,455 | $4,604 萬 | 0.12% | +27,013+58.2% | 加碼 |
| Toronto Dominion Bank | 73,171 | $4,586 萬 | 0.08% | −31,845−30.3% | 減碼 |
| Brandywine Global Investment Management, LLC | 73,100 | $4,582 萬 | 0.40% | −4,207−5.4% | 減碼 |
| Creative Planning | 72,995 | $4,575 萬 | 0.06% | +25,026+52.2% | 加碼 |
| Bridgewater Associates, LP | 72,667 | $4,555 萬 | 0.28% | +40,354+124.9% | 加碼 |
| Aviva PLC | 72,275 | $4,530 萬 | 0.19% | −19,924−21.6% | 減碼 |
| Ninety One UK Ltd | 72,087 | $4,518 萬 | 0.14% | −35,208−32.8% | 減碼 |
| Ensign Peak Advisors, Inc | 71,934 | $4,509 萬 | 0.10% | +25,610+55.3% | 加碼 |
| American Century Companies Inc | 71,358 | $4,473 萬 | 0.03% | −2,301−3.1% | 減碼 |
| Natixis Advisors, L.P. | 70,397 | $4,412 萬 | 0.13% | +113+0.2% | 加碼 |
| Stifel Financial Corp | 70,200 | $4,401 萬 | 0.06% | +2,964+4.4% | 加碼 |
| Public Employees Retirement System of Ohio | 69,900 | $4,381 萬 | 0.20% | −4,557−6.1% | 減碼 |
| Artemis Investment Management LLP | 68,802 | $4,311 萬 | 0.60% | −16,841−19.7% | 減碼 |
| Jupiter Asset Management Ltd | 67,933 | $4,258 萬 | 0.47% | +67,933 | 新進 |
| STRS Ohio | 66,587 | $4,173 萬 | 0.19% | −624−0.9% | 減碼 |
| Value Aligned Research Advisors, LLC | 66,424 | $4,163 萬 | 13.12% | +3,242+5.1% | 加碼 |
| Vaughan David Investments LLC | 66,333 | $4,158 萬 | 1.26% | −290−0.4% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 65,984 | $4,136 萬 | 0.40% | +1,700+2.6% | 加碼 |
| Virginia Retirement Systems Et Al | 65,852 | $4,127 萬 | 0.41% | +28,000+74.0% | 加碼 |
| Royal London Asset Management Ltd | 65,751 | $4,120 萬 | 0.13% | +4,625+7.6% | 加碼 |
| Teacher Retirement System of Texas | 65,111 | $4,081 萬 | 0.27% | +23,322+55.8% | 加碼 |
| Jane Street Group, LLC | 65,022 | $4,075 萬 | 0.06% | −28,619−30.6% | 減碼 |
| British Columbia Investment Management Corp | 64,603 | $4,049 萬 | 0.38% | +52,432+430.8% | 加碼 |
| Treasurer of the State of North Carolina | 63,809 | $3,999 萬 | 0.22% | +560+0.9% | 加碼 |
| FIL Ltd | 63,767 | $3,997 萬 | 0.05% | +2,052+3.3% | 加碼 |
| Korea Investment CORP | 63,066 | $3,953 萬 | 0.12% | −38,826−38.1% | 減碼 |
| LPL Financial LLC | 62,917 | $3,943 萬 | 0.03% | +3,474+5.8% | 加碼 |
| Pinebridge Investments, L.P. | 62,747 | $3,933 萬 | 0.44% | +31,866+103.2% | 加碼 |
| Asset Management One Co.,Ltd. | 62,610 | $3,924 萬 | 0.17% | +1,217+2.0% | 加碼 |
| Triple Frond Partners LLC | 62,060 | $3,890 萬 | 4.93% | 00.0% | 不變 |
| Federated Hermes, Inc. | 61,354 | $3,845 萬 | 0.10% | −35,859−36.9% | 減碼 |
| Nicholas Company, Inc. | 60,460 | $3,789 萬 | 0.76% | −10,290−14.5% | 減碼 |
| Northwestern Mutual Wealth Management Co | 60,240 | $3,776 萬 | 0.05% | +1,273+2.2% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 60,103 | $3,767 萬 | 0.25% | +25,016+71.3% | 加碼 |
| Flputnam Investment Management Co | 59,196 | $3,710 萬 | 1.03% | −1,299−2.1% | 減碼 |
| ING Groep NV | 58,347 | $3,657 萬 | 0.32% | +20,040+52.3% | 加碼 |
| Atalanta Sosnoff Capital, LLC | 58,266 | $3,652 萬 | 1.08% | −4,766−7.6% | 減碼 |
| Advisor Group Holdings, Inc. | 55,016 | $3,452 萬 | 0.05% | +12,374+29.0% | 加碼 |
| Capital International Investors | 54,790 | $3,434 萬 | 0.01% | 00.0% | 不變 |
| BI Asset Management Fondsmaeglerselskab A/S | 54,181 | $3,396 萬 | 0.79% | +48,106+791.9% | 加碼 |
| ARS Investment Partners, LLC | 53,980 | $3,383 萬 | 4.19% | −50.0% | 減碼 |
| Castleark Management LLC | 53,495 | $3,353 萬 | 1.71% | −5,110−8.7% | 減碼 |
| Ci Investments Inc. | 52,959 | $3,319 萬 | 0.19% | −1,065−2.0% | 減碼 |
| Nisa Investment Advisors, LLC | 52,631 | $3,299 萬 | 0.25% | +6,958+15.2% | 加碼 |
| Janney Montgomery Scott LLC | 52,208 | $3,272 萬 | 0.12% | −306−0.6% | 減碼 |
| Handelsbanken Fonder AB | 50,572 | $3,170 萬 | 0.18% | +2,105+4.3% | 加碼 |
| Employees Provident Fund Board | 50,517 | $3,166 萬 | 0.72% | −62,124−55.2% | 減碼 |
| Frontier Capital Management Co LLC | 50,004 | $3,134 萬 | 0.34% | −79,796−61.5% | 減碼 |
| Cubist Systematic Strategies, LLC | 49,642 | $3,111 萬 | 0.38% | +49,566+65,218.4% | 加碼 |
| Adams Diversified Equity Fund, Inc. | 48,900 | $3,065 萬 | 1.31% | 00.0% | 不變 |
| American International Group, Inc. | 48,436 | $3,036 萬 | 0.20% | +926+1.9% | 加碼 |
| HighTower Advisors, LLC | 47,820 | $3,003 萬 | 0.06% | +770+1.6% | 加碼 |
| US Bancorp | 46,771 | $2,932 萬 | 0.05% | +858+1.9% | 加碼 |
| Mercer Global Advisors Inc | 46,465 | $2,912 萬 | 0.11% | +5,075+12.3% | 加碼 |
| Colony Group LLC | 46,180 | $2,894 萬 | 0.43% | −1,138−2.4% | 減碼 |