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。
2024 年第 1 季 13F 持有人
Lam Research Corp 在 2024/3/31 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
- 1,732
- 較 2023 年第 4 季 +122 家
- 持有股數
- 1.10 億
- 較 2023 年第 4 季 −82.7 萬 (−0.7%)
- 總市值
- $1,070 億
- 較 2023 年第 4 季 +$201.8 億 (+23.3%)
- 新進機構
- 228
- 另有 557 家加碼
- 清倉機構
- 106
- 另有 699 家減碼
另有 22 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 83,044 | $8,068 萬 | 0.13% | −551−0.7% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 83,315 | $8,095 萬 | 0.19% | +28,292+51.4% | 加碼 |
| American Century Companies Inc | 84,483 | $8,208 萬 | 0.05% | +10,050+13.5% | 加碼 |
| Associated Banc-Corp | 86,025 | $8,358 萬 | 2.65% | −131−0.2% | 減碼 |
| APG Asset Management N.V. | 94,440 | $8,496 萬 | 0.15% | −18,556−16.4% | 減碼 |
| Wedge Capital Management L L P | 88,687 | $8,617 萬 | 1.39% | −16,880−16.0% | 減碼 |
| NZS Capital, LLC | 89,965 | $8,741 萬 | 3.63% | +2,986+3.4% | 加碼 |
| Jennison Associates LLC | 92,233 | $8,961 萬 | 0.06% | +1,004+1.1% | 加碼 |
| Mariner, LLC | 92,324 | $8,970 萬 | 0.19% | −734−0.8% | 減碼 |
| Eventide Asset Management, LLC | 94,623 | $9,193 萬 | 1.44% | +9,074+10.6% | 加碼 |
| Los Angeles Capital Management LLC | 94,845 | $9,215 萬 | 0.31% | +1,909+2.1% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 98,145 | $9,535 萬 | 0.11% | +907+0.9% | 加碼 |
| Danske Bank A/S | 99,683 | $9,685 萬 | 0.30% | +99,683 | 新進 |
| Guggenheim Capital LLC | 100,397 | $9,754 萬 | 0.69% | −5,980−5.6% | 減碼 |
| Nomura Asset Management Co Ltd | 101,023 | $9,815 萬 | 0.36% | +6,763+7.2% | 加碼 |
| Heard Capital LLC | 105,033 | $1.02 億 | 6.41% | −1,670−1.6% | 減碼 |
| Korea Investment CORP | 106,843 | $1.04 億 | 0.26% | +55,096+106.5% | 加碼 |
| HM Payson & Co | 107,645 | $1.05 億 | 1.94% | −14,986−12.2% | 減碼 |
| Manufacturers Life Insurance Company, The | 108,320 | $1.05 億 | 0.10% | −7,239−6.3% | 減碼 |
| Captrust Financial Advisors | 108,631 | $1.06 億 | 0.39% | −20,974−16.2% | 減碼 |
| RE Advisers Corp | 110,800 | $1.08 億 | 2.52% | −200−0.2% | 減碼 |
| Blue Whale Capital LLP | 114,300 | $1.11 億 | 11.72% | +18,750+19.6% | 加碼 |
| Appaloosa LP大師阿帕盧薩 | 115,000 | $1.12 億 | 1.67% | −3,000−2.5% | 減碼 |
| Erste Asset Management GmbH | 116,521 | $1.13 億 | 1.54% | −258−0.2% | 減碼 |
| Capital Fund Management S.A. | 116,502 | $1.13 億 | 1.38% | +92,586+387.1% | 加碼 |
| Candriam Luxembourg S.C.A. | 118,033 | $1.15 億 | 0.73% | +35,122+42.4% | 加碼 |
| State of Wisconsin Investment Board | 118,860 | $1.15 億 | 0.31% | −3,026−2.5% | 減碼 |
| Bessemer Group Inc | 120,241 | $1.17 億 | 0.21% | −38,789−24.4% | 減碼 |
| New York State Teachers Retirement System | 121,402 | $1.18 億 | 0.25% | −7,552−5.9% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 123,054 | $1.20 億 | 0.59% | +39,004+46.4% | 加碼 |
| Great West Life Assurance Co | 124,131 | $1.21 億 | 0.24% | −31,600−20.3% | 減碼 |
| Raymond James & Associates | 125,915 | $1.22 億 | 0.08% | +7,594+6.4% | 加碼 |
| Schroder Investment Management Group | 127,173 | $1.24 億 | 0.15% | −8,109−6.0% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 134,471 | $1.31 億 | 0.30% | −10,442−7.2% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 136,388 | $1.33 億 | 0.35% | −132,372−49.3% | 減碼 |
| Standard Life Aberdeen plc | 139,289 | $1.35 億 | 0.27% | +7,020+5.3% | 加碼 |
| Natixis | 142,967 | $1.39 億 | 0.77% | +132,509+1,267.1% | 加碼 |
| National Bank of Canada | 155,597 | $1.42 億 | 0.25% | −40,073−20.5% | 減碼 |
| SEI Investments Co | 147,486 | $1.43 億 | 0.21% | −12,336−7.7% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 148,856 | $1.45 億 | 0.27% | −44,300−22.9% | 減碼 |
| Russell Investments Group, Ltd. | 155,949 | $1.51 億 | 0.24% | +4,682+3.1% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 207,213 | $1.54 億 | 0.33% | +6,532+3.3% | 加碼 |
| Man Group plc | 161,835 | $1.57 億 | 0.42% | +87,958+119.1% | 加碼 |
| Epoch Investment Partners, Inc. | 165,134 | $1.60 億 | 0.71% | +20,855+14.5% | 加碼 |
| KBC Group NV | 166,284 | $1.62 億 | 0.51% | +7,134+4.5% | 加碼 |
| AQR Capital Management LLC | 166,779 | $1.62 億 | 0.28% | −4,404−2.6% | 減碼 |
| Clearbridge Investments, LLC | 171,210 | $1.66 億 | 0.13% | −39,724−18.8% | 減碼 |
| Millennium Management LLC | 171,390 | $1.67 億 | 0.14% | +149,247+674.0% | 加碼 |
| Neuberger Berman Group LLC | 174,918 | $1.70 億 | 0.14% | −47,737−21.4% | 減碼 |
| ProShare Advisors LLC | 175,654 | $1.71 億 | 0.45% | +27,981+18.9% | 加碼 |
| Victory Capital Management Inc | 178,216 | $1.73 億 | 0.17% | −20,332−10.2% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 180,924 | $1.75 億 | 0.67% | +5,615+3.2% | 加碼 |
| Swedbank AB | 198,306 | $1.93 億 | 0.27% | −416−0.2% | 減碼 |
| New York State Common Retirement Fund | 198,418 | $1.93 億 | 0.25% | −8,052−3.9% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 202,499 | $1.97 億 | 0.27% | +20,849+11.5% | 加碼 |
| Aspex Management (HK) Ltd | 213,873 | $2.08 億 | 5.62% | −54,113−20.2% | 減碼 |
| California State Teachers Retirement System | 216,333 | $2.10 億 | 0.27% | +1,538+0.7% | 加碼 |
| Agf Management Ltd | 223,044 | $2.17 億 | 1.20% | −18,430−7.6% | 減碼 |
| Voya Investment Management LLC | 234,733 | $2.28 億 | 0.22% | +43,895+23.0% | 加碼 |
| Scge Management, L.P. | 235,000 | $2.28 億 | 4.32% | 00.0% | 不變 |
| Arrowstreet Capital, Limited Partnership | 236,662 | $2.30 億 | 0.21% | +235,281+17,037.0% | 加碼 |
| Principal Financial Group Inc | 240,152 | $2.33 億 | 0.14% | +10,675+4.7% | 加碼 |
| Credit Suisse AG | 241,686 | $2.35 億 | 0.23% | +3,693+1.6% | 加碼 |
| Lord, Abbett & Co. LLC | 242,744 | $2.36 億 | 0.76% | −14,908−5.8% | 減碼 |
| Cincinnati Insurance Co | 249,211 | $2.42 億 | 3.98% | 00.0% | 不變 |
| CI Private Wealth, LLC | 251,346 | $2.44 億 | 0.43% | −1,158−0.5% | 減碼 |
| William Blair Investment Management, LLC | 255,402 | $2.48 億 | 0.64% | +11,006+4.5% | 加碼 |
| Prudential Financial Inc | 255,510 | $2.48 億 | 0.35% | +2,443+1.0% | 加碼 |
| Boston Partners | 260,842 | $2.53 億 | 0.30% | −63,683−19.6% | 減碼 |
| National Pension Service | 260,221 | $2.53 億 | 0.30% | +1,522+0.6% | 加碼 |
| California Public Employees Retirement System | 267,060 | $2.59 億 | 0.18% | +12,985+5.1% | 加碼 |
| Oaktop Capital Management II, L.P. | 269,146 | $2.61 億 | 30.22% | 00.0% | 不變 |
| Rhumbline Advisers | 269,742 | $2.62 億 | 0.25% | +2,876+1.1% | 加碼 |
| Envestnet Asset Management Inc | 273,067 | $2.65 億 | 0.10% | −20,122−6.9% | 減碼 |
| Bank of Montreal | 285,930 | $2.79 億 | 0.14% | −9,513−3.2% | 減碼 |
| Mackenzie Financial Corp | 288,658 | $2.80 億 | 0.41% | −13,863−4.6% | 減碼 |
| Alkeon Capital Management LLC | 293,046 | $2.85 億 | 1.57% | 00.0% | 不變 |
| Alliancebernstein L.P. | 295,124 | $2.87 億 | 0.10% | −47,205−13.8% | 減碼 |
| The PNC Financial Services Group, Inc. | 312,230 | $3.03 億 | 0.21% | −5,370−1.7% | 減碼 |
| Allianz Asset Management GmbH | 321,416 | $3.12 億 | 0.53% | −103,786−24.4% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 338,129 | $3.29 億 | 0.23% | −1,355−0.4% | 減碼 |
| TD Asset Management Inc | 342,821 | $3.33 億 | 0.31% | +35,732+11.6% | 加碼 |
| Macquarie Group Ltd | 346,402 | $3.37 億 | 0.38% | +3,672+1.1% | 加碼 |
| Royal Bank of Canada | 351,772 | $3.42 億 | 0.08% | −10,697−3.0% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 353,183 | $3.43 億 | 1.88% | −49,800−12.4% | 減碼 |
| Citigroup Inc | 371,660 | $3.61 億 | 0.39% | +107,821+40.9% | 加碼 |
| Pictet Asset Management Holding SA | 391,320 | $3.80 億 | 0.41% | −58,829−13.1% | 減碼 |
| Swiss National Bank | 394,700 | $3.83 億 | 0.27% | −18,800−4.5% | 減碼 |
| Rafferty Asset Management, LLC | 408,907 | $3.97 億 | 1.48% | +65,715+19.1% | 加碼 |
| Canada Pension Plan Investment Board | 411,822 | $4.00 億 | 0.42% | +101,907+32.9% | 加碼 |
| Coatue Management LLC大師Coatue | 444,516 | $4.32 億 | 1.69% | −236,598−34.7% | 減碼 |
| Nordea Investment Management AB | 444,775 | $4.33 億 | 0.51% | −9,012−2.0% | 減碼 |
| HSBC Holdings PLC | 474,118 | $4.60 億 | 0.33% | +160,441+51.1% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 478,185 | $4.65 億 | 0.28% | +477,349+57,099.2% | 加碼 |
| WCM Investment Management, LLC | 484,865 | $4.71 億 | 1.12% | −115,729−19.3% | 減碼 |
| First Trust Advisors LP | 485,188 | $4.71 億 | 0.48% | −39,532−7.5% | 減碼 |
| Artisan Partners Limited Partnership | 500,337 | $4.86 億 | 0.71% | −64,655−11.4% | 減碼 |
| BNP Paribas Arbitrage, SA | 514,200 | $5.00 億 | 0.62% | +154,328+42.9% | 加碼 |
| Deutsche Bank AG | 521,163 | $5.06 億 | 0.24% | −51,563−9.0% | 減碼 |
| Winslow Capital Management, LLC | 554,676 | $5.39 億 | 2.03% | −52,887−8.7% | 減碼 |