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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 2 季與 2024 年第 1 季比較

持有 Lam Research Corp 的機構從 2024 年第 1 季到 2024 年第 2 季的變化。

2024 年第 2 季全部持有人2024 年第 1 季全部持有人

LRCX 的 13F 持有人：2024 年第 1 季與 2024 年第 2 季比較
項目2024 年第 1 季其中尚未申報 2024 年第 2 季2024 年第 2 季變化
持有家數1,732231,793+84
股數1.10 億32.2 萬1.10 億−51.4 萬 (−0.5%)
市值$1,070 億$3.14 億$1,165 億+$98.8 億 (+9.3%)

23 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（177 家）

2024 年第 2 季季末持有 Lam Research Corp、2024 年第 1 季季末沒有持有的機構。

依市值列出前 100 家，共 177 家。

2024 年第 2 季新進 LRCX 的機構
機構股數市值佔組合 %
Two Sigma Advisers, LP108,400$1.15 億0.26%
Mirae Asset Global ETFs Holdings Ltd.106,871$1.14 億0.27%
Evergreen Quality Fund GP, Ltd.85,200$9,073 萬3.74%
Corebridge Financial, Inc.45,568$4,852 萬0.27%
Renaissance Technologies LLC45,356$4,830 萬0.08%
Delta Global Management LP40,015$4,261 萬2.83%
Woodline Partners LP32,194$3,428 萬0.33%
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)28,526$3,038 萬0.34%
Rokos Capital Management LLP27,394$2,914 萬0.67%
J. Goldman & Co LP25,014$2,664 萬0.99%
HRT Financial LP16,049$1,709 萬0.10%
Sanctuary Advisors, LLC17,035$1,576 萬0.11%
Mizuho Securities USA LLC10,085$1,074 萬0.24%
Omers Administration Corp9,584$1,021 萬0.10%
MBB Public Markets I LLC9,192$978.8 萬0.20%
F/M Investments LLC7,536$802.5 萬0.29%
Churchill Management Corp6,790$723.0 萬0.09%
Ardmore Road Asset Management LP6,295$670.3 萬1.03%
AMF Pensionsforsakring AB6,216$662.1 萬0.05%
Hudson Bay Capital Management LP5,660$602.7 萬0.05%
Bricktown Capital, LLC5,500$585.7 萬1.19%
Cable Hill Partners, LLC5,119$546.1 萬0.59%
Mirae Asset Securities (USA) Inc.4,400$468.5 萬0.30%
Progressive Investment Management Corp4,382$466.6 萬1.24%
D. Scott Neal, Inc.4,362$465.3 萬2.59%
J. Safra Sarasin Holding AG3,970$422.7 萬0.08%
Sphera Funds Management Ltd.3,700$394.0 萬0.64%
Lombard Odier Asset Management (Europe) Ltd3,424$364.6 萬0.18%
Symmetry Investments LP3,032$322.9 萬0.40%
Valliance Asset Management Ltd2,980$317.3 萬5.07%
Albar Capital Ltd2,933$312.3 萬0.48%
Lecap Asset Management Ltd2,580$274.7 萬0.59%
Mattson Financial Services, LLC2,221$236.5 萬0.84%
Maven Securities LTD1,797$191.4 萬0.30%
Applied Finance Capital Management, LLC1,762$187.6 萬0.09%
Strengthening Families & Communities, LLC1,712$182.3 萬0.52%
Machina Capital S.A.S.1,559$166.0 萬0.74%
UBS Oconnor LLC1,500$159.7 萬0.05%
Lighthouse Investment Partners, LLC1,500$159.7 萬0.09%
Brown Financial Advisors1,398$148.9 萬0.67%
Landscape Capital Management, L.L.C.1,312$139.7 萬0.12%
Circle Wealth Management, LLC1,252$133.3 萬0.03%
Baader Bank INC1,097$116.8 萬0.09%
Chiron Investment Management, LLC1,075$114.5 萬0.45%
Strategic Financial Concepts, LLC35,050$110.6 萬0.00%
3Chopt Investment Partners, LLC1,036$110.5 萬0.34%
Aigen Investment Management, LP1,005$107.0 萬0.21%
Occudo Quantitative Strategies LP977$104.0 萬0.18%
German American Bancorp, Inc.914$97.3 萬0.11%
SageView Advisory Group, LLC899$95.7 萬0.04%
Axiom Advisory, LLC984$94.5 萬0.01%
ABN AMRO Bank N.V.826$88.5 萬0.01%
Deerfield Management Company, L.P. (Series C)803$85.5 萬0.01%
Westover Capital Advisors, LLC800$85.2 萬0.22%
Alyeska Investment Group, L.P.781$83.2 萬0.00%
CFS Investment Advisory Services, LLC730$77.8 萬0.06%
Hardy Reed LLC691$73.6 萬0.07%
Elite Wealth Management, Inc.663$70.6 萬0.15%
Thurston, Springer, Miller, Herd & Titak, Inc.648$69.0 萬0.21%
Falcon Wealth Planning631$67.2 萬0.09%
Capital CS Group, LLC578$61.5 萬0.71%
Sageworth Trust Co560$59.6 萬0.04%
Martingale Asset Management L P559$59.5 萬0.01%
Legacy Capital Wealth Partners, LLC546$58.2 萬0.15%
Cito Capital Group, LLC510$54.4 萬0.21%
Lloyd Advisory Services, LLC.500$53.2 萬0.25%
Winton Group Ltd475$50.6 萬0.03%
Park Edge Advisors, LLC464$49.4 萬0.15%
Tyche Wealth Partners LLC462$49.2 萬0.12%
Oxford Wealth Group, LLC450$47.9 萬0.33%
BlueSpruce Investments, LP406$43.2 萬0.01%
Cromwell Holdings LLC402$42.9 萬0.26%
Core Wealth Partners LLC400$42.6 萬0.29%
Simmons Bank395$42.1 萬0.03%
Secure Asset Management, LLC391$41.7 萬0.08%
Laidlaw Wealth Management LLC390$41.5 萬0.23%
Pallas Capital Advisors LLC399$38.0 萬0.02%
Capstone Financial Advisors, Inc.347$36.9 萬0.02%
New Century Financial Group, LLC337$35.9 萬0.15%
Triad Wealth Partners, LLC320$34.1 萬0.18%
Smith Thornton Advisors LLC320$34.1 萬0.25%
Carrera Capital Advisors308$32.8 萬0.11%
New Republic Capital, LLC307$32.7 萬0.16%
IFG Advisory, LLC306$32.6 萬0.02%
QCM Cayman, Ltd.294$31.3 萬3.38%
Kavar Capital Partners Group, LLC292$31.1 萬0.06%
DHK Financial Advisors, Inc.291$31.0 萬0.22%
AlphaCore Capital LLC286$30.5 萬0.07%
Freestone Capital Holdings, LLC278$29.6 萬0.01%
Inscription Capital, LLC274$29.2 萬0.05%
Sym Financial Corp261$27.8 萬0.04%
Meadow Creek Wealth Advisors LLC261$27.8 萬0.26%
Heritage Wealth Management, Inc.254$27.6 萬0.09%
Garden State Investment Advisory Services LLC254$27.3 萬0.09%
Onyx Bridge Wealth Group LLC250$26.6 萬0.04%
Ameritas Advisory Services, LLC249$26.5 萬0.01%
Transcendent Capital Group LLC242$25.8 萬0.15%
Accredited Investors Inc.241$25.7 萬0.02%
Advisory Alpha, LLC240$25.6 萬0.01%
Avidian Wealth Solutions, LLC238$25.4 萬0.01%

清倉機構（93 家）

2024 年第 1 季季末持有 Lam Research Corp、2024 年第 2 季有申報但已經沒有持有的機構。

2024 年第 2 季清倉 LRCX 的機構
機構2024 年第 1 季股數2024 年第 1 季市值
WCM Investment Management, LLC484,865$4.71 億
Clal Insurance Enterprises Holdings Ltd55,500$5,403 萬
American International Group, Inc.47,625$4,627 萬
Frontier Capital Management Co LLC34,752$3,376 萬
Cubist Systematic Strategies, LLC27,119$2,635 萬
Texas Permanent School Fund27,102$2,633 萬
FourThought Financial Partners, LLC19,463$1,891 萬
Point72 Hong Kong Ltd15,597$1,515 萬
Employees Retirement System of Texas11,689$1,136 萬
Point72 (DIFC) Ltd10,410$1,011 萬
Himension Fund5,769$560.5 萬
Metropolitan Life Insurance Co5,289$513.9 萬
Entropy Technologies, LP5,064$492.0 萬
Eisler Capital (UK) Ltd.4,272$415.1 萬
Lombard Odier Asset Management (Switzerland) SA3,954$384.2 萬
Balentine LLC3,164$307.4 萬
Taika Capital, LP2,892$281.0 萬
Worth Asset Management, LLC2,567$249.4 萬
Brevan Howard Capital Management LP2,248$218.4 萬
Susquehanna Portfolio Strategies, LLC2,013$195.6 萬
Point72 Asia (Singapore) Pte. Ltd.1,868$181.5 萬
Polymer Capital Management (HK) LTD1,666$161.9 萬
Lincoln National Corp1,617$157.1 萬
Dynamic Technology Lab Private Ltd1,610$156.4 萬
Genus Capital Management Inc.1,609$156.3 萬
Headlands Technologies LLC1,604$155.8 萬
Darwin Advisors, LLC1,419$137.9 萬
GraniteShares Advisors LLC1,349$131.1 萬
Abundance Wealth Counselors1,324$128.6 萬
Bridgeway Capital Management, LLC1,200$116.6 萬
Greenland Capital Management LP1,161$112.8 萬
Meridian Wealth Management, LLC907$88.1 萬
Triumph Capital Management894$88.0 萬
Friedenthal Financial837$81.3 萬
Corton Capital Inc.825$80.2 萬
Inceptionr LLC754$73.3 萬
Strategy Asset Managers LLC741$72.0 萬
Capital Markets Trading UK LLP665$64.6 萬
ClearAlpha Technologies LP630$61.2 萬
Caxton Associates LP552$53.6 萬
Delap Wealth Advisory, LLC538$52.3 萬
Mitchell Capital Management Co536$52.1 萬
Delta Financial Group, Inc.516$50.2 萬
Crescent Grove Advisors, LLC453$44.0 萬
FDx Advisors, Inc.445$43.2 萬
OneAscent Financial Services LLC422$41.1 萬
Rational Advisors LLC402$39.1 萬
Dark Forest Capital Management LP401$39.0 萬
Catalyst Funds Management Pty Ltd400$38.9 萬
Alps Advisors Inc376$36.5 萬
Stillwater Capital Advisors, LLC361$35.0 萬
CoreCap Advisors, LLC313$30.4 萬
Portfolio Design Labs, LLC308$29.9 萬
Whalen Wealth Management Inc.301$29.2 萬
Crawford Investment Counsel Inc296$28.8 萬
Tilson Financial Group, Inc.285$27.7 萬
Hansen & Associates Financial Group, Inc.309$26.9 萬
Cypress Asset Management Inc175$26.7 萬
New Jersey Better Educational Savings Trust270$26.2 萬
Pinkerton Retirement Specialists, LLC270$26.2 萬
Bremer Bank National Association263$25.6 萬
Teamwork Financial Advisors, LLC254$24.7 萬
Kapitalo Investimentos Ltda247$24.0 萬
Barings LLC236$22.9 萬
Aspiriant, LLC228$22.2 萬
MONECO Advisors, LLC226$22.0 萬
BCS Wealth Management220$21.4 萬
Oxford Financial Group Ltd214$20.8 萬
Hamilton Capital, LLC211$20.5 萬
Wallace Hart LLC211$20.5 萬
Bank of Hawaii210$20.4 萬
Bright Futures Wealth Management, LLC.193$20.3 萬
Evoke Wealth, LLC208$20.3 萬
Clarity Capital Partners LLC208$20.2 萬
Hartline Investment Corp206$20.0 萬
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors206$20.0 萬
Private Portfolio Partners LLC200$19.4 萬
EntryPoint Capital, LLC152$14.8 萬
New Covenant Trust Company, N.A.74$7.19 萬
Compagnie Lombard Odier SCmA60$5.83 萬
Evergreen Private Wealth LLC55$5.34 萬
Stonehage Fleming Financial Services Holdings Ltd80$4.24 萬
Palisade Asset Management, LLC25$2.43 萬
Hantz Financial Services, Inc.24$2.30 萬
Founders Capital Management14$1.36 萬
TruNorth Capital Management, LLC6$5,829
TSFG, LLC4$4,000
Financial Synergies Wealth Advisors, Inc.2$1,944
Piscataqua Savings Bank2$1,943
Anfield Capital Management, LLC1$972
Tfo-TDC, LLC1$972
Sofos Investments, Inc.0$368
Global Assets Advisory, LLC30,446$31

尚未申報 2024 年第 2 季的機構（23 家）

2024 年第 1 季季末持有 Lam Research Corp、還沒有申報 2024 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2024 年第 1 季持有 LRCX、尚未申報 2024 年第 2 季的機構
機構2024 年第 1 季股數2024 年第 1 季市值
Credit Suisse AG241,686$2.35 億
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund27,826$2,704 萬
Degroof Petercam Asset Management21,400$2,079 萬
Shell Asset Management Co8,537$909.1 萬
Ziegler Capital Management, LLC7,689$747.0 萬
InterOcean Capital Group, LLC2,579$250.5 萬
CWA Asset Management Group, LLC2,466$239.6 萬
Van Leeuwen & Company, LLC2,326$226.0 萬
Coulter & Justus Financial Services, LLC1,792$174.1 萬
Cipher Capital LP1,659$161.2 萬
Grey Street Capital, LLC1,167$113.7 萬
Merlin Capital LLC737$71.6 萬
Tactive Advisors, LLC408$39.6 萬
Oracle Alpha Inc.348$33.8 萬
Imprint Wealth LLC322$31.6 萬
Watts Gwilliam & Co., LLC316$28.8 萬
KLR Investment Advisors, LLC321$27.9 萬
Cambridge Trust Co200$19.4 萬
Norwood Financial Corp86$8.36 萬
Mango Five Family, Inc.80$7.77 萬
FSA Wealth Management LLC80$7.74 萬
Cutler Group LP68$6.60 萬
Retirement Group, LLC1$972