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。

2024 年第 1 季與 2023 年第 4 季比較

持有 Lam Research Corp 的機構從 2023 年第 4 季到 2024 年第 1 季的變化。

2024 年第 1 季全部持有人 2023 年第 4 季全部持有人

LRCX 的 13F 持有人：2023 年第 4 季與 2024 年第 1 季比較
項目	2023 年第 4 季	其中尚未申報 2024 年第 1 季	2024 年第 1 季	變化
持有家數	1,632	22	1,732	+122
股數	1.12 億	57.4 萬	1.10 億	−82.7 萬 (−0.7%)
市值	$869.7 億	$1.92 億	$1,070 億	+$201.8 億 (+23.3%)

22 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（228 家）

2024 年第 1 季季末持有 Lam Research Corp、2023 年第 4 季季末沒有持有的機構。

依市值列出前 100 家，共 228 家。

2024 年第 1 季新進 LRCX 的機構
機構	股數	市值	佔組合 %
Danske Bank A/S	99,683	$9,685 萬	0.30%
Worldquant Millennium Advisors LLC	68,767	$6,681 萬	0.82%
Tairen Capital Ltd	54,632	$5,308 萬	3.25%
Marex Group plc	51,100	$4,965 萬	1.61%
Resona Asset Management Co.,Ltd.	48,274	$4,690 萬	0.28%
Laurion Capital Management LP	40,441	$3,929 萬	1.09%
M&G Plc	25,333	$2,462 萬	0.15%
Jefferies Financial Group Inc.	24,300	$2,361 萬	0.48%
Andra AP-fonden	23,500	$2,283 萬	0.41%
Connor, Clark & Lunn Investment Management Ltd.	23,308	$2,265 萬	0.10%
Capitolis Liquid Global Markets LLC	20,300	$1,972 萬	0.32%
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	17,267	$1,678 萬	0.75%
BTC Capital Management, Inc.	14,956	$1,453 萬	1.33%
Trexquant Investment LP	11,218	$1,090 萬	0.22%
SpiderRock Advisors, LLC	11,661	$1,079 萬	0.35%
Point72 (DIFC) Ltd	10,410	$1,011 萬	0.78%
Mediolanum International Funds Ltd	10,250	$989.8 萬	0.16%
Sustainable Insight Capital Management, LLC	9,881	$960.0 萬	6.93%
Sandler Capital Management	8,830	$857.9 萬	1.05%
MinichMacGregor Wealth Management, LLC	7,735	$759.4 萬	1.94%
Parallax Volatility Advisers, L.P.	6,316	$613.6 萬	0.17%
Eisler Capital (US) LLC	6,179	$600.3 萬	2.04%
Soltis Investment Advisors LLC	6,146	$597.2 萬	0.67%
Thames Capital Management LLC	5,779	$561.5 萬	2.34%
Himension Fund	5,769	$560.5 萬	0.42%
Wealthcare Advisory Partners LLC	5,740	$557.7 萬	0.18%
AustralianSuper Pty Ltd	5,360	$526.2 萬	0.03%
Bayesian Capital Management, LP	5,363	$521.1 萬	0.50%
Entropy Technologies, LP	5,064	$492.0 萬	0.52%
Alight Capital Management LP	5,000	$485.8 萬	1.54%
Artemis Wealth Advisors, LLC	5,000	$485.8 萬	0.92%
Umpqua Bank	4,081	$396.5 萬	1.63%
PKO Investment Management Joint-Stock Co	4,050	$395.4 萬	0.47%
Lombard Odier Asset Management (Switzerland) SA	3,954	$384.2 萬	0.27%
TrimTabs Asset Management, LLC	3,580	$347.8 萬	0.87%
Concentric Capital Strategies, LP	3,436	$333.8 萬	0.21%
Marshall Wace, LLP	3,057	$297.0 萬	0.00%
Simplicity Wealth,LLC	2,957	$287.3 萬	0.07%
BNP Paribas	2,928	$284.5 萬	0.13%
Worth Asset Management, LLC	2,567	$249.4 萬	1.53%
Camarda Financial Advisors, LLC	2,256	$219.2 萬	0.89%
Glass Wealth Management Co LLC	2,220	$215.7 萬	1.32%
Milestone Asset Management, LLC	2,185	$212.3 萬	0.61%
TriaGen Wealth Management LLC	2,160	$209.9 萬	0.87%
Maxi Investments CY Ltd	2,127	$206.7 萬	0.56%
University of Texas/Texas Am Investment Managment Co	2,070	$201.1 萬	0.24%
Teza Capital Management LLC	2,063	$200.4 萬	0.27%
Gries Financial LLC	1,896	$184.2 萬	0.31%
Point72 Asia (Singapore) Pte. Ltd.	1,868	$181.5 萬	0.47%
Ascension Asset Management LLC	1,861	$180.8 萬	0.97%
Coulter & Justus Financial Services, LLC	1,792	$174.1 萬	0.39%
Campbell & CO Investment Adviser LLC	1,773	$172.3 萬	0.15%
Versor Investments LP	1,723	$167.4 萬	0.34%
Cipher Capital LP	1,659	$161.2 萬	0.75%
Harfst & Associates, Inc.	1,628	$158.2 萬	0.38%
Capstone Investment Advisors, LLC	1,613	$156.7 萬	0.03%
Dynamic Technology Lab Private Ltd	1,610	$156.4 萬	0.17%
Genus Capital Management Inc.	1,609	$156.3 萬	0.20%
Central Pacific Bank - Trust Division	1,466	$143.9 萬	0.18%
Roberts Capital Advisors, LLC	1,423	$138.3 萬	1.33%
Darwin Advisors, LLC	1,419	$137.9 萬	0.38%
Wright Investors Service Inc	1,392	$135.2 萬	0.34%
Dantai Capital Ltd	1,255	$121.9 萬	1.41%
Bridgeway Capital Management, LLC	1,200	$116.6 萬	0.02%
Grey Street Capital, LLC	1,167	$113.7 萬	0.15%
Everett Harris & Co	1,133	$110.1 萬	0.01%
Stoneridge Investment Partners LLC	1,129	$109.7 萬	0.42%
GoalVest Advisory LLC	1,085	$105.4 萬	0.35%
Spirepoint Private Client, LLC	1,072	$104.2 萬	0.16%
Private Advisory Group LLC	1,004	$97.6 萬	0.14%
Octahedron Capital Management L.P.	980	$95.2 萬	1.40%
WESPAC Advisors, LLC	978	$95.0 萬	0.55%
Bryn Mawr Trust Co	940	$91.3 萬	0.04%
Friedenthal Financial	837	$81.3 萬	0.50%
Corton Capital Inc.	825	$80.2 萬	0.29%
OmniStar Financial Group, Inc.	819	$79.6 萬	0.73%
Verdad Advisers, LP	773	$75.1 萬	0.82%
Dynasty Wealth Management, LLC	762	$74.0 萬	0.02%
Sherbrooke Park Advisers LLC	755	$73.4 萬	0.14%
Inceptionr LLC	754	$73.3 萬	0.19%
Strategy Asset Managers LLC	741	$72.0 萬	0.15%
Alpha DNA Investment Management LLC	733	$71.2 萬	0.39%
Buckingham Strategic Partners	714	$69.4 萬	0.02%
Quest Partners LLC	707	$68.7 萬	0.12%
Wealth Group, Ltd.	701	$68.1 萬	0.51%
Darden Wealth Group Inc	655	$63.8 萬	0.50%
Crew Capital Management, Ltd.	653	$63.4 萬	0.51%
Element Capital Management LLC	600	$58.3 萬	0.39%
Fullerton Fund Management Co Ltd.	547	$53.1 萬	0.03%
DeDora Capital, Inc.	539	$52.4 萬	0.17%
Delap Wealth Advisory, LLC	538	$52.3 萬	0.21%
Catalina Capital Group, LLC	524	$50.9 萬	0.22%
Catalytic Wealth RIA, LLC	513	$49.8 萬	0.10%
Privium Fund Management (UK) Ltd	506	$49.7 萬	0.25%
Sienna Gestion	508	$49.4 萬	0.05%
Nelson Capital Management, LLC	450	$43.7 萬	0.08%
Catalyst Funds Management Pty Ltd	400	$38.9 萬	0.11%
RMR Wealth Builders	397	$38.6 萬	0.05%
RWM Asset Management, LLC	375	$36.4 萬	0.07%
Oracle Alpha Inc.	348	$33.8 萬	0.61%

清倉機構（106 家）

2023 年第 4 季季末持有 Lam Research Corp、2024 年第 1 季有申報但已經沒有持有的機構。

依市值列出前 100 家，共 106 家。

2024 年第 1 季清倉 LRCX 的機構
機構	2023 年第 4 季股數	2023 年第 4 季市值
Renaissance Technologies LLC	168,956	$1.32 億
MUFG Securities EMEA plc	30,000	$2,350 萬
AMF Pensionsforsakring AB	28,477	$2,232 萬
Connectus Wealth, LLC	19,695	$1,543 萬
CTC LLC	17,244	$1,351 萬
HRT Financial LP	14,006	$1,097 萬
Cetera Advisor Networks LLC	10,968	$859.1 萬
Point72 Middle East FZE	9,504	$744.4 萬
Hillman Capital Management, Inc.	9,063	$709.9 萬
Itau Unibanco Holding S.A.	5,819	$459.5 萬
Two Sigma Advisers, LP	5,800	$454.3 萬
Hennessy Advisors Inc	5,279	$413.5 萬
Group One Trading, L.P.	4,582	$358.9 萬
Gunderson Capital Management Inc.	4,199	$328.9 萬
FJ Investments, LLC	3,487	$273.1 萬
Cetera Advisors LLC	3,408	$266.9 萬
Harber Asset Management LLC	3,313	$259.5 萬
Virtu Financial LLC	3,260	$255.3 萬
Estate Counselors, LLC	2,500	$195.8 萬
Invera Wealth Advisors, LLC	2,434	$190.6 萬
CenterBook Partners LP	2,199	$172.2 萬
Lifestyle Asset Management, Inc.	1,798	$140.8 萬
Weiss Asset Management LP	1,723	$135.0 萬
Aurora Investment Counsel	2,741	$133.3 萬
Lecap Asset Management Ltd	1,516	$118.7 萬
Black Swift Group, LLC	1,500	$117.5 萬
Strong Tower Advisory Services	1,417	$111.0 萬
O'Neil Global Advisors, Inc.	1,400	$109.7 萬
Advisor Resource Council	1,342	$105.1 萬
SageView Advisory Group, LLC	1,235	$103.2 萬
3Chopt Investment Partners, LLC	1,177	$92.4 萬
Clear Harbor Asset Management, LLC	1,133	$88.7 萬
Koss-Olinger Consulting, LLC	1,050	$82.2 萬
Menard Financial Group LLC	1,028	$80.5 萬
Fayez Sarofim & Co	825	$75.2 萬
Investors Research Corp	907	$71.0 萬
ABN AMRO Bank N.V.	880	$69.0 萬
Quantitative Investment Management, LLC	805	$63.0 萬
Western Wealth Management, LLC	768	$60.1 萬
Colonial River Wealth Management, LLC	708	$55.5 萬
Dohj, LLC	639	$50.0 萬
Point72 Europe (London) LLP	597	$46.8 萬
OneAscent Wealth Management LLC	589	$46.3 萬
Financial Advisory Corp	587	$46.0 萬
Legacy Capital Wealth Partners, LLC	585	$45.9 萬
ISAM Funds (UK) Ltd	576	$45.1 萬
Monticello Wealth Management, LLC	575	$45.0 萬
Portman Square Capital LLP	529	$41.4 萬
Lloyd Advisory Services, LLC.	510	$39.9 萬
Power Corp of Canada	508	$39.8 萬
Austin Private Wealth, LLC	480	$37.6 萬
Qsemble Capital Management, LP	474	$37.1 萬
Thrive Capital Management, LLC	452	$35.4 萬
Partners Capital Investment Group, LLP	429	$33.6 萬
Twinbeech Capital LP	425	$33.3 萬
Chiron Investment Management, LLC	375	$29.4 萬
Carlson Capital Management	374	$29.3 萬
Martingale Asset Management L P	366	$28.7 萬
Boothbay Fund Management, LLC	314	$24.6 萬
Aigen Investment Management, LP	304	$23.8 萬
DAGCO, Inc.	294	$23.0 萬
IFG Advisory, LLC	283	$22.2 萬
Meritage Portfolio Management	275	$21.5 萬
AIA Group Ltd	272	$21.3 萬
Truepoint, Inc.	269	$21.1 萬
Farmers & Merchants Trust Co of Long Beach	266	$20.8 萬
Mendota Financial Group, LLC	195	$15.3 萬
Planned Solutions, Inc.	179	$14.0 萬
Rockbridge Investment Management, LCC	159	$12.5 萬
Glassman Wealth Services	152	$11.9 萬
M&R Capital Management Inc	150	$11.7 萬
Tobam	148	$11.6 萬
Arlington Partners LLC	146	$11.4 萬
AJOVista, LLC	130	$10.2 萬
Tacita Capital Inc	119	$9.32 萬
Lee Financial Co	117	$9.18 萬
LM Advisors LLC	90	$7.05 萬
O'Dell Group, LLC	67	$5.25 萬
ORG Partners LLC	61	$4.78 萬
Scarborough Advisors, LLC	58	$4.55 萬
State of Wyoming	47	$3.68 萬
Chesapeake Asset Management LLC	41	$3.28 萬
Focused Wealth Management, Inc	38	$2.98 萬
Resurgent Financial Advisors LLC	38	$2.98 萬
Loomis Sayles & Co L P	28	$2.20 萬
Pineridge Advisors LLC	27	$2.11 萬
RE Dickinson Investment Advisors, LLC	25	$2.00 萬
Psagot Value Holdings Ltd. / (Israel)	25	$2.00 萬
St Germain D J Co Inc	21	$1.64 萬
Roble, Belko & Company, Inc	16	$1.30 萬
Clear Street Markets LLC	11	$9,000
Long Island Wealth Management, Inc.	12	$9,000
Able Wealth Management LLC	11	$8,761
Ables, Iannone, Moore & Associates, Inc.	10	$7,833
BFSG, LLC	9	$7,050
Hanson & Doremus Investment Management	9	$7,000
Cherry Tree Wealth Management, LLC	7	$5,483
Bare Financial Services, Inc	7	$5,483
Fairfield, Bush & Co.	6	$4,700
Dakota Community Bank & Trust NA	5	$3,916

尚未申報 2024 年第 1 季的機構（22 家）

2023 年第 4 季季末持有 Lam Research Corp、還沒有申報 2024 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2023 年第 4 季持有 LRCX、尚未申報 2024 年第 1 季的機構
機構	2023 年第 4 季股數	2023 年第 4 季市值
Aware Super Pty Ltd as trustee of Aware Super	421,003	$7,207 萬
Putnam Investments LLC	75,996	$5,952 萬
M&G Investment Management Ltd	41,175	$3,224 萬
Spinecap SAS	10,812	$846.9 萬
Ardevora Asset Management LLP	8,041	$629.8 萬
Columbia Trust Co 01012016	4,102	$321.3 萬
Sawtooth Solutions, LLC	2,849	$223.1 萬
M&G Investments (USA) Inc.	2,846	$222.8 萬
Desjardins Global Asset Management Inc.	2,819	$220.8 萬
Wade G W & Inc	1,624	$127.2 萬
Provence Wealth Management Group	688	$53.9 萬
NinePointTwo Capital	675	$52.8 萬
Tilt Investment Management Holdings, PBC	535	$42.0 萬
Moreno Evelyn V	369	$28.9 萬
Wealthsource Partners, LLC	303	$23.7 萬
DFPG Investments, LLC	305	$22.5 萬
DB Wealth Management Group, LLC	72	$5.64 萬
Spartan Planning & Wealth Management	62	$4.86 萬
Bartlett & Co. LLC	55	$4.40 萬
Coppell Advisory Solutions LLC	42	$3.29 萬
Hobbs Group Advisors, LLC	35	$2.74 萬
Baystate Wealth Management LLC	23	$1.87 萬