Lam Research Corp

LRCX

交易所: Nasdaq
產業: Special Industry Machinery, NEC
SEC CIK: 0000707549

SEC 申報列表（在新分頁開啟）

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 4 季與 2023 年第 3 季比較

持有 Lam Research Corp 的機構從 2023 年第 3 季到 2023 年第 4 季的變化。

2023 年第 4 季全部持有人 2023 年第 3 季全部持有人

LRCX 的 13F 持有人：2023 年第 3 季與 2023 年第 4 季比較
項目	2023 年第 3 季	其中尚未申報 2023 年第 4 季	2023 年第 4 季	變化
持有家數	1,451	18	1,632	+199
股數	1.11 億	19.1 萬	1.12 億	+84.1 萬 (+0.8%)
市值	$697.1 億	$1.20 億	$869.7 億	+$173.7 億 (+25.0%)

18 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 季：沒申報不算清倉，所以變化不計入它們。

新進機構（282 家）

2023 年第 4 季季末持有 Lam Research Corp、2023 年第 3 季季末沒有持有的機構。

依市值列出前 100 家，共 282 家。

2023 年第 4 季新進 LRCX 的機構
機構	股數	市值	佔組合 %
Aware Super Pty Ltd as trustee of Aware Super	421,003	$7,207 萬	0.99%
Colony Group, LLC	45,421	$3,558 萬	0.47%
Clal Insurance Enterprises Holdings Ltd	38,500	$3,023 萬	0.40%
MUFG Securities EMEA plc	30,000	$2,350 萬	1.95%
APG Asset Management US Inc.	26,337	$2,063 萬	0.13%
Pathstone Holdings, LLC	22,013	$1,744 萬	0.09%
Degroof Petercam Asset Management	21,050	$1,649 萬	0.22%
First Financial Bankshares Inc	20,393	$1,597 萬	0.38%
Napean Trading & Investment Co (Singapore) PTE Ltd	19,462	$1,524 萬	4.12%
Eldred Rock Partners, LLC	16,797	$1,316 萬	8.38%
Two Sigma Securities, LLC	16,106	$1,262 萬	0.58%
Generate Investment Management Ltd	15,319	$1,200 萬	1.04%
Groupama Asset Managment	30,858	$1,192 萬	0.31%
Point72 Hong Kong Ltd	15,018	$1,176 萬	0.72%
Spinecap SAS	10,812	$846.9 萬	15.99%
Contravisory Investment Management, Inc.	10,124	$793.0 萬	1.94%
Walleye Trading LLC	10,063	$788.2 萬	0.12%
FORA Capital, LLC	8,487	$664.8 萬	0.57%
Whitford Management LLC	8,326	$652.2 萬	2.56%
Tritonpoint Wealth, LLC	7,958	$624.9 萬	0.61%
L & S Advisors Inc	6,640	$520.1 萬	0.63%
Turtle Creek Wealth Advisors, LLC	6,482	$507.7 萬	1.49%
Morton Community Bank	6,091	$477.1 萬	1.56%
Itau Unibanco Holding S.A.	5,819	$459.5 萬	0.15%
Cetera Trust Company, N.A	5,281	$413.6 萬	2.58%
Clear Rock Advisors, LLC	4,282	$390.3 萬	1.76%
Retireful, LLC	4,672	$365.9 萬	1.59%
Picton Mahoney Asset Management	4,317	$338.1 萬	0.16%
Rockline Wealth Management, LLC	3,818	$299.1 萬	1.24%
JB Capital LLC	3,499	$274.0 萬	0.20%
FJ Investments, LLC	3,487	$273.1 萬	0.13%
Peak Financial Advisors LLC	3,269	$256.0 萬	1.71%
Virtu Financial LLC	3,260	$255.3 萬	0.20%
Kingfisher Capital LLC	3,086	$241.7 萬	0.63%
Arvest Investments, Inc.	2,979	$233.3 萬	0.38%
M&G Investments (USA) Inc.	2,846	$222.8 萬	2.20%
HighPoint Advisor Group LLC	2,226	$216.2 萬	0.16%
Nomura Holdings Inc	2,652	$207.7 萬	0.02%
Gilliland Jeter Wealth Management LLC	2,576	$201.7 萬	0.83%
Invera Wealth Advisors, LLC	2,434	$190.6 萬	1.19%
Accent Capital Management, LLC	2,383	$186.6 萬	1.47%
Signature Resources Capital Management, LLC	2,200	$172.3 萬	1.57%
Precedent Wealth Partners, LLC	2,184	$171.1 萬	0.87%
Kuhn & Co Investment Counsel	2,088	$163.5 萬	1.68%
Susquehanna Portfolio Strategies, LLC	2,013	$157.7 萬	0.03%
NRI Wealth Management LC	1,983	$155.3 萬	1.55%
Chicago Capital, LLC	1,882	$147.4 萬	0.05%
Wiley Bros.-Aintree Capital, LLC	1,816	$142.0 萬	0.35%
FCG Investment Co	1,759	$137.8 萬	1.35%
Premier Path Wealth Partners, LLC	1,741	$137.4 萬	0.30%
Weiss Asset Management LP	1,723	$135.0 萬	0.10%
Headlands Technologies LLC	1,654	$129.6 萬	0.39%
Lake Street Advisors Group, LLC	1,649	$129.5 萬	0.06%
Burr Financial Services, LLC	1,361	$128.2 萬	0.98%
Global X Japan Co., Ltd.	1,621	$127.0 萬	0.72%
Signature Wealth Management Group	1,613	$126.3 萬	0.58%
Alpha Cubed Investments, LLC	1,583	$124.0 萬	0.07%
Lecap Asset Management Ltd	1,516	$118.7 萬	0.43%
Black Swift Group, LLC	1,500	$117.5 萬	0.35%
Principal Securities, Inc.	1,421	$111.3 萬	0.04%
O'Neil Global Advisors, Inc.	1,400	$109.7 萬	0.64%
Advisor Resource Council	1,342	$105.1 萬	0.12%
Lifeworks Advisors, LLC	1,340	$105.0 萬	0.36%
Polymer Capital Management (HK) LTD	1,280	$100.3 萬	0.35%
Seeds Investor LLC	1,261	$98.8 萬	1.12%
Icon Wealth Advisors, LLC	1,212	$94.9 萬	0.10%
Capital Markets Trading UK LLP	1,186	$92.9 萬	0.69%
3Chopt Investment Partners, LLC	1,177	$92.4 萬	0.34%
ClearAlpha Technologies LP	1,081	$84.7 萬	0.32%
Willner & Heller, LLC	991	$77.6 萬	0.87%
Skopos Labs, Inc.	975	$76.4 萬	0.36%
Unique Wealth Strategies, LLC	969	$75.9 萬	0.51%
Fayez Sarofim & Co	825	$75.2 萬	0.00%
Custom Index Systems, LLC	924	$72.4 萬	0.46%
Sunpointe, LLC	914	$71.8 萬	0.91%
Transcend Wealth Collective, LLC	906	$71.0 萬	0.06%
Central Asset Investments & Management Holdings (HK) Ltd	891	$69.8 萬	0.75%
Phoenix Holdings Ltd.	846	$69.3 萬	0.01%
T. Rowe Price Investment Management, Inc.	836	$65.5 萬	0.00%
Algert Global LLC	830	$65.0 萬	0.03%
Quantitative Investment Management, LLC	805	$63.0 萬	0.04%
Concurrent Investment Advisors, LLC	772	$60.5 萬	0.03%
Scientech Research LLC	764	$59.9 萬	0.60%
GAMMA Investing LLC	684	$56.4 萬	0.15%
Colonial River Wealth Management, LLC	708	$55.5 萬	0.33%
Plato Investment Management Ltd	692	$54.2 萬	0.66%
Legacy Edge Advisors, LLC	685	$53.7 萬	0.12%
Rational Advisors LLC	676	$52.9 萬	0.05%
Visionary Horizons, LLC	650	$50.9 萬	0.41%
Fiduciary Family Office, LLC	640	$50.1 萬	0.22%
Dohj, LLC	639	$50.0 萬	0.15%
Gold Investment Management Ltd.	632	$49.5 萬	0.21%
Brevan Howard Capital Management LP	611	$47.9 萬	0.05%
Gryphon Financial Partners LLC	617	$47.6 萬	0.08%
Point72 Europe (London) LLP	597	$46.8 萬	0.06%
Planning Alternatives Ltd	585	$45.8 萬	0.08%
Caitlin John, LLC	581	$45.7 萬	0.37%
Everpar Advisors LLC	578	$45.3 萬	0.21%
ISAM Funds (UK) Ltd	576	$45.1 萬	0.32%
Trust Point Inc.	574	$45.0 萬	0.04%

清倉機構（83 家）

2023 年第 3 季季末持有 Lam Research Corp、2023 年第 4 季有申報但已經沒有持有的機構。

2023 年第 4 季清倉 LRCX 的機構
機構	2023 年第 3 季股數	2023 年第 3 季市值
Brandywine Global Investment Management, LLC	73,100	$4,582 萬
Employees Provident Fund Board	50,517	$3,166 萬
Engine No. 1 LLC	28,390	$1,779 萬
Worldquant Millennium Advisors LLC	27,449	$1,720 萬
Sora Investors LLC	22,000	$1,379 萬
Susquehanna Fundamental Investments, LLC	17,933	$1,124 萬
Nishkama Capital, LLC	16,873	$1,058 萬
Trexquant Investment LP	14,906	$934.3 萬
MBB Public Markets I LLC	14,215	$891.0 萬
Artemis Wealth Advisors, LLC	14,000	$877.5 萬
Bayesian Capital Management, LP	9,191	$576.1 萬
Lighthouse Investment Partners, LLC	8,015	$502.4 萬
Sustainable Insight Capital Management, LLC	7,544	$472.8 萬
Cable Hill Partners, LLC	5,783	$362.5 萬
Caas Capital Management LP	5,100	$319.7 萬
Y-Intercept (Hong Kong) Ltd	5,034	$315.5 萬
Voloridge Investment Management, LLC	5,008	$313.9 萬
Pearl River Capital, LLC	4,800	$300.8 萬
Eisler Capital (US) LLC	3,632	$227.6 萬
Teza Capital Management LLC	3,050	$191.2 萬
Dynamic Technology Lab Private Ltd	2,946	$184.6 萬
Hoey Investments, Inc	2,863	$179.4 萬
SRN Advisors, LLC	2,770	$173.6 萬
Fund Management at Engine No. 1 LLC	2,736	$171.5 萬
Genus Capital Management Inc.	2,594	$162.6 萬
Jefferies Financial Group Inc.	2,506	$157.1 萬
Versor Investments LP	2,265	$142.0 萬
RWC Asset Management LLP	2,246	$140.8 萬
Intellectus Partners, LLC	1,841	$115.8 萬
Maven Securities LTD	1,791	$112.3 萬
Jag Capital Management, LLC	1,702	$106.7 萬
Aquatic Capital Management LLC	1,600	$100.3 萬
Sherbrooke Park Advisers LLC	1,600	$100.3 萬
Wexford Capital LP	1,594	$99.9 萬
Point72 Asset Management, L.P.	1,590	$99.7 萬
Warther Private Wealth, LLC	1,578	$98.9 萬
Moody National Bank Trust Division	1,426	$89.4 萬
Strengthening Families & Communities, LLC	1,303	$81.7 萬
Stevens Capital Management LP	1,187	$74.4 萬
CastleKnight Management LP	1,100	$68.9 萬
Lumina Fund Management LLC	1,100	$68.9 萬
Baader Bank INC	1,010	$62.3 萬
Tybourne Capital Management (HK) Ltd	925	$58.0 萬
Himension Fund	925	$58.0 萬
Oak Grove Capital LLC	878	$55.0 萬
Q3 Asset Management	835	$52.3 萬
C2C Wealth Management, LLC	690	$43.2 萬
HITE Hedge Asset Management LLC	675	$42.3 萬
Blueshift Asset Management, LLC	665	$41.7 萬
Machina Capital S.A.S.	624	$39.1 萬
Concentric Capital Strategies, LP	611	$38.3 萬
Founders Financial Alliance, LLC	596	$37.4 萬
Oak Thistle LLC	530	$33.2 萬
Davis R M Inc	492	$30.8 萬
Guidance Point Advisors, LLC	415	$26.0 萬
Mirabella Financial Services LLP	405	$25.4 萬
Aspiriant, LLC	381	$23.9 萬
Oasis Management Co Ltd.	368	$23.1 萬
Mayport, LLC	347	$21.7 萬
Bremer Bank National Association	341	$21.4 萬
Wesbanco Bank Inc	336	$21.1 萬
Hel Ved Capital Management Ltd	332	$20.8 萬
Barings LLC	328	$20.6 萬
Cantor Fitzgerald, L. P.	324	$20.3 萬
Winton Group Ltd	322	$20.2 萬
Milestone Investment Advisors LLC	221	$13.9 萬
Activest Wealth Management	154	$9.68 萬
RVW Wealth, LLC	134	$8.40 萬
Certified Advisory Corp	21,930	$6.76 萬
Flaharty Asset Management, LLC	88	$5.52 萬
West Tower Group, LLC	87	$5.45 萬
Headinvest, LLC	81	$5.11 萬
Earnest Partners LLC	65	$4.07 萬
BluePath Capital Management, LLC	44	$2.76 萬
Marquette Asset Management, LLC	31	$1.94 萬
Riverview Trust Co	29	$1.82 萬
Stonebridge Capital Advisors LLC	15	$9,402
Rogco, LP	15	$9,402
Carmel Capital Partners, LLC	14	$8,775
VisionPoint Advisory Group, LLC	11	$6,894
LGT Financial Advisors LLC	4	$2,507
Provenance Wealth Advisors, LLC	3	$1,880
Thomas J. Herzfeld Advisors, Inc.	2	$1,254

尚未申報 2023 年第 4 季的機構（18 家）

2023 年第 3 季季末持有 Lam Research Corp、還沒有申報 2023 年第 4 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2023 年第 3 季持有 LRCX、尚未申報 2023 年第 4 季的機構
機構	2023 年第 3 季股數	2023 年第 3 季市值
Virginia Retirement Systems Et Al	65,852	$4,127 萬
Colony Group LLC	46,180	$2,894 萬
First Republic Investment Management, Inc.	36,696	$2,300 萬
BTC Capital Management, Inc.	15,276	$957.5 萬
Pathstone Family Office, LLC	11,446	$733.0 萬
Advisor Partners II, LLC	6,901	$432.5 萬
Madison Wealth Management	2,247	$140.8 萬
Quantamental Technologies LLC	1,502	$94.1 萬
Amica Retiree Medical Trust	1,185	$74.3 萬
Bryn Mawr Trust Co	994	$62.3 萬
Icon Wealth Partners, LLC	553	$34.7 萬
Comerica Securities,inc.	507	$31.9 萬
Column Capital Advisors, LLC	462	$29.0 萬
Gyroscope Capital Management Group, LLC	404	$25.3 萬
Rothschild Investment Corp	323	$20.2 萬
KB Financial Partners, LLC	236	$14.8 萬
Sutton Wealth Advisors Inc.	139	$8.71 萬
Steward Financial Group LLC	50	$3.10 萬