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。
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 | 3,143 | $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 |
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 |
|---|---|---|---|---|---|
| Raymond James & Associates | 125,915 | $1.22 億 | 0.08% | +7,594+6.4% | 加碼 |
| Great West Life Assurance Co | 124,131 | $1.21 億 | 0.24% | −31,600−20.3% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 123,054 | $1.20 億 | 0.59% | +39,004+46.4% | 加碼 |
| New York State Teachers Retirement System | 121,402 | $1.18 億 | 0.25% | −7,552−5.9% | 減碼 |
| Bessemer Group Inc | 120,241 | $1.17 億 | 0.21% | −38,789−24.4% | 減碼 |
| State of Wisconsin Investment Board | 118,860 | $1.15 億 | 0.31% | −3,026−2.5% | 減碼 |
| Candriam Luxembourg S.C.A. | 118,033 | $1.15 億 | 0.73% | +35,122+42.4% | 加碼 |
| Capital Fund Management S.A. | 116,502 | $1.13 億 | 1.38% | +92,586+387.1% | 加碼 |
| Erste Asset Management GmbH | 116,521 | $1.13 億 | 1.54% | −258−0.2% | 減碼 |
| Appaloosa LP大師阿帕盧薩 | 115,000 | $1.12 億 | 1.67% | −3,000−2.5% | 減碼 |
| Blue Whale Capital LLP | 114,300 | $1.11 億 | 11.72% | +18,750+19.6% | 加碼 |
| RE Advisers Corp | 110,800 | $1.08 億 | 2.52% | −200−0.2% | 減碼 |
| Captrust Financial Advisors | 108,631 | $1.06 億 | 0.39% | −20,974−16.2% | 減碼 |
| Manufacturers Life Insurance Company, The | 108,320 | $1.05 億 | 0.10% | −7,239−6.3% | 減碼 |
| HM Payson & Co | 107,645 | $1.05 億 | 1.94% | −14,986−12.2% | 減碼 |
| Korea Investment CORP | 106,843 | $1.04 億 | 0.26% | +55,096+106.5% | 加碼 |
| Heard Capital LLC | 105,033 | $1.02 億 | 6.41% | −1,670−1.6% | 減碼 |
| Nomura Asset Management Co Ltd | 101,023 | $9,815 萬 | 0.36% | +6,763+7.2% | 加碼 |
| Guggenheim Capital LLC | 100,397 | $9,754 萬 | 0.69% | −5,980−5.6% | 減碼 |
| Danske Bank A/S | 99,683 | $9,685 萬 | 0.30% | +99,683 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 98,145 | $9,535 萬 | 0.11% | +907+0.9% | 加碼 |
| Los Angeles Capital Management LLC | 94,845 | $9,215 萬 | 0.31% | +1,909+2.1% | 加碼 |
| Eventide Asset Management, LLC | 94,623 | $9,193 萬 | 1.44% | +9,074+10.6% | 加碼 |
| Mariner, LLC | 92,324 | $8,970 萬 | 0.19% | −734−0.8% | 減碼 |
| Jennison Associates LLC | 92,233 | $8,961 萬 | 0.06% | +1,004+1.1% | 加碼 |
| NZS Capital, LLC | 89,965 | $8,741 萬 | 3.63% | +2,986+3.4% | 加碼 |
| Wedge Capital Management L L P | 88,687 | $8,617 萬 | 1.39% | −16,880−16.0% | 減碼 |
| APG Asset Management N.V. | 94,440 | $8,496 萬 | 0.15% | −18,556−16.4% | 減碼 |
| Associated Banc-Corp | 86,025 | $8,358 萬 | 2.65% | −131−0.2% | 減碼 |
| American Century Companies Inc | 84,483 | $8,208 萬 | 0.05% | +10,050+13.5% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 83,315 | $8,095 萬 | 0.19% | +28,292+51.4% | 加碼 |
| Toronto Dominion Bank | 83,044 | $8,068 萬 | 0.13% | −551−0.7% | 減碼 |
| State Board of Administration of Florida Retirement System | 150,859 | $7,997 萬 | 0.19% | +3,745+2.5% | 加碼 |
| Storebrand Asset Management AS | 81,791 | $7,947 萬 | 0.27% | −3,566−4.2% | 減碼 |
| Pinebridge Investments, L.P. | 81,097 | $7,879 萬 | 0.63% | +33,287+69.6% | 加碼 |
| LPL Financial LLC | 81,048 | $7,874 萬 | 0.04% | +7,604+10.4% | 加碼 |
| Squarepoint Ops LLC | 80,823 | $7,853 萬 | 0.32% | +59,895+286.2% | 加碼 |
| Zurich Insurance Group Ltd | 79,048 | $7,680 萬 | 0.70% | +74,848+1,782.1% | 加碼 |
| Susquehanna International Group, LLP | 78,495 | $7,626 萬 | 0.11% | −6,314−7.4% | 減碼 |
| Stifel Financial Corp | 76,186 | $7,405 萬 | 0.08% | −585−0.8% | 減碼 |
| State of New Jersey Common Pension Fund D | 75,565 | $7,342 萬 | 0.22% | 00.0% | 不變 |
| Robeco Institutional Asset Management B.V. | 75,532 | $7,338 萬 | 0.16% | +4,611+6.5% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 73,483 | $7,139 萬 | 0.23% | −1,153−1.5% | 減碼 |
| Parnassus Investments | 73,140 | $7,106 萬 | 0.15% | −50,373−40.8% | 減碼 |
| Pinnacle Associates Ltd | 72,208 | $7,015 萬 | 1.11% | −5,735−7.4% | 減碼 |
| CIBC World Markets Corp | 71,487 | $6,945 萬 | 0.46% | +9,222+14.8% | 加碼 |
| Bridgewater Associates, LP | 70,393 | $6,839 萬 | 0.35% | +62,835+831.4% | 加碼 |
| ING Groep NV | 70,332 | $6,833 萬 | 0.47% | −497−0.7% | 減碼 |
| Natixis Advisors, L.P. | 70,006 | $6,802 萬 | 0.16% | −2,159−3.0% | 減碼 |
| Aviva PLC | 69,333 | $6,736 萬 | 0.22% | −2,989−4.1% | 減碼 |
| Ensign Peak Advisors, Inc | 68,975 | $6,701 萬 | 0.12% | −959−1.4% | 減碼 |
| Worldquant Millennium Advisors LLC | 68,767 | $6,681 萬 | 0.82% | +68,767 | 新進 |
| Public Employees Retirement System of Ohio | 66,402 | $6,451 萬 | 0.25% | −3,661−5.2% | 減碼 |
| DekaBank Deutsche Girozentrale | 66,621 | $6,439 萬 | 0.12% | −62,979−48.6% | 減碼 |
| Jane Street Group, LLC | 66,083 | $6,420 萬 | 0.08% | −25,957−28.2% | 減碼 |
| SG Americas Securities, LLC | 66,042 | $6,416 萬 | 0.33% | +45,236+217.4% | 加碼 |
| Fort Pitt Capital Group, LLC | 65,658 | $6,379 萬 | 1.97% | −4,723−6.7% | 減碼 |
| British Columbia Investment Management Corp | 64,889 | $6,304 萬 | 0.44% | −7,065−9.8% | 減碼 |
| Asset Management One Co.,Ltd. | 64,086 | $6,226 萬 | 0.24% | −1,298−2.0% | 減碼 |
| Royal London Asset Management Ltd | 63,394 | $6,159 萬 | 0.15% | −2,737−4.1% | 減碼 |
| Vaughan David Investments LLC | 62,896 | $6,111 萬 | 1.52% | −2,720−4.1% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 62,805 | $6,102 萬 | 0.21% | −4,825−7.1% | 減碼 |
| Treasurer of the State of North Carolina | 62,477 | $6,070 萬 | 0.27% | +408+0.7% | 加碼 |
| STRS Ohio | 60,809 | $5,908 萬 | 0.24% | −3,361−5.2% | 減碼 |
| Jupiter Asset Management Ltd | 60,573 | $5,885 萬 | 0.56% | −11,079−15.5% | 減碼 |
| Flputnam Investment Management Co | 59,151 | $5,747 萬 | 1.22% | −2,150−3.5% | 減碼 |
| Handelsbanken Fonder AB | 57,405 | $5,577 萬 | 0.24% | +3,456+6.4% | 加碼 |
| Panagora Asset Management Inc | 56,982 | $5,536 萬 | 0.29% | −20,376−26.3% | 減碼 |
| Clal Insurance Enterprises Holdings Ltd | 55,500 | $5,403 萬 | 0.61% | +17,000+44.2% | 加碼 |
| Crosslink Capital Inc | 54,960 | $5,340 萬 | 7.61% | −17,539−24.2% | 減碼 |
| Tairen Capital Ltd | 54,632 | $5,308 萬 | 3.25% | +54,632 | 新進 |
| Value Aligned Research Advisors, LLC | 54,631 | $5,308 萬 | 10.47% | −4,940−8.3% | 減碼 |
| Castleark Management LLC | 54,202 | $5,266 萬 | 2.19% | +1,410+2.7% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 53,284 | $5,177 萬 | 0.38% | −10,400−16.3% | 減碼 |
| Triple Frond Partners LLC | 52,530 | $5,104 萬 | 5.81% | −9,530−15.4% | 減碼 |
| HighTower Advisors, LLC | 51,801 | $5,065 萬 | 0.08% | −945−1.8% | 減碼 |
| Marex Group plc | 51,100 | $4,965 萬 | 1.61% | +51,100 | 新進 |
| Janney Montgomery Scott LLC | 50,889 | $4,944 萬 | 0.15% | −2,181−4.1% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 50,877 | $4,943 萬 | 0.17% | −2,477−4.6% | 減碼 |
| Colony Group, LLC | 50,544 | $4,911 萬 | 0.40% | +5,123+11.3% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 49,787 | $4,837 萬 | 0.91% | +461+0.9% | 加碼 |
| Mercer Global Advisors Inc | 49,253 | $4,787 萬 | 0.14% | +1,427+3.0% | 加碼 |
| Northwestern Mutual Wealth Management Co | 48,623 | $4,725 萬 | 0.05% | −10,510−17.8% | 減碼 |
| Bank of Nova Scotia | 48,628 | $4,725 萬 | 0.10% | −34,482−41.5% | 減碼 |
| QRG Capital Management, Inc. | 48,547 | $4,717 萬 | 0.60% | +2,604+5.7% | 加碼 |
| Guinness Asset Management LTD | 48,453 | $4,707 萬 | 0.98% | +4,081+9.2% | 加碼 |
| ARS Investment Partners, LLC | 48,294 | $4,692 萬 | 4.68% | −3,810−7.3% | 減碼 |
| Resona Asset Management Co.,Ltd. | 48,274 | $4,690 萬 | 0.28% | +48,274 | 新進 |
| State of Tennessee, Treasury Department | 47,980 | $4,662 萬 | 0.17% | +280+0.6% | 加碼 |
| Truist Financial Corp | 47,934 | $4,657 萬 | 0.07% | −4,355−8.3% | 減碼 |
| FIL Ltd | 47,798 | $4,644 萬 | 0.05% | −11,517−19.4% | 減碼 |
| American International Group, Inc. | 47,625 | $4,627 萬 | 0.17% | −889−1.8% | 減碼 |
| Ninety One UK Ltd | 47,458 | $4,611 萬 | 0.13% | +45+0.1% | 加碼 |
| Ci Investments Inc. | 47,112 | $4,577 萬 | 0.18% | −2,089−4.2% | 減碼 |
| Federated Hermes, Inc. | 46,892 | $4,556 萬 | 0.10% | −7,066−13.1% | 減碼 |
| US Bancorp | 46,343 | $4,503 萬 | 0.06% | −2,036−4.2% | 減碼 |
| Creative Planning | 45,592 | $4,430 萬 | 0.05% | +1,894+4.3% | 加碼 |
| State Farm Mutual Automobile Insurance Co | 45,536 | $4,424 萬 | 0.04% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 44,102 | $4,294 萬 | 0.28% | −4,556−9.4% | 減碼 |
| Nicholas Company, Inc. | 42,595 | $4,138 萬 | 0.68% | −17,865−29.5% | 減碼 |