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 13F 持有人
Lam Research Corp 在 2024/6/30 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
- 1,793
- 較 2024 年第 1 季 +84 家
- 持有股數
- 1.10 億
- 較 2024 年第 1 季 −51.4 萬 (−0.5%)
- 總市值
- $1,165 億
- 較 2024 年第 1 季 +$98.8 億 (+9.3%)
- 新進機構
- 177
- 另有 663 家加碼
- 清倉機構
- 93
- 另有 655 家減碼
另有 23 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Great West Life Assurance Co | 123,510 | $1.32 億 | 0.25% | −621−0.5% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 121,535 | $1.29 億 | 0.62% | −1,519−1.2% | 減碼 |
| Manufacturers Life Insurance Company, The | 118,390 | $1.26 億 | 0.12% | +10,070+9.3% | 加碼 |
| New York State Teachers Retirement System | 115,223 | $1.23 億 | 0.26% | −6,179−5.1% | 減碼 |
| Candriam Luxembourg S.C.A. | 114,515 | $1.22 億 | 0.74% | −3,518−3.0% | 減碼 |
| Los Angeles Capital Management LLC | 113,874 | $1.21 億 | 0.43% | +19,029+20.1% | 加碼 |
| Erste Asset Management GmbH | 113,935 | $1.21 億 | 1.60% | −2,586−2.2% | 減碼 |
| Nomura Asset Management Co Ltd | 112,976 | $1.20 億 | 0.41% | +11,953+11.8% | 加碼 |
| Toronto Dominion Bank | 111,870 | $1.19 億 | 0.19% | +28,826+34.7% | 加碼 |
| Captrust Financial Advisors | 110,659 | $1.18 億 | 0.38% | +2,028+1.9% | 加碼 |
| Robeco Institutional Asset Management B.V. | 110,003 | $1.17 億 | 0.25% | +34,471+45.6% | 加碼 |
| Appaloosa LP大師阿帕盧薩 | 109,000 | $1.16 億 | 1.88% | −6,000−5.2% | 減碼 |
| RE Advisers Corp | 109,000 | $1.16 億 | 2.86% | −1,800−1.6% | 減碼 |
| Two Sigma Advisers, LP | 108,400 | $1.15 億 | 0.26% | +108,400 | 新進 |
| ING Groep NV | 108,249 | $1.15 億 | 0.68% | +37,917+53.9% | 加碼 |
| Natixis | 107,353 | $1.14 億 | 0.72% | −35,614−24.9% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 106,871 | $1.14 億 | 0.27% | +106,871 | 新進 |
| Colony Group, LLC | 105,798 | $1.13 億 | 0.38% | +55,254+109.3% | 加碼 |
| Heard Capital LLC | 104,633 | $1.11 億 | 6.80% | −400−0.4% | 減碼 |
| Bessemer Group Inc | 104,369 | $1.11 億 | 0.20% | −15,872−13.2% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 105,144 | $1.11 億 | 0.55% | −102,069−49.3% | 減碼 |
| HM Payson & Co | 103,389 | $1.10 億 | 2.00% | −4,256−4.0% | 減碼 |
| Agf Management Ltd | 102,688 | $1.09 億 | 0.61% | −120,356−54.0% | 減碼 |
| State of Wisconsin Investment Board | 102,013 | $1.09 億 | 0.29% | −16,847−14.2% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 101,397 | $1.08 億 | 0.26% | −33,074−24.6% | 減碼 |
| Eventide Asset Management, LLC | 100,963 | $1.08 億 | 1.84% | +6,340+6.7% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 100,448 | $1.07 億 | 0.12% | +2,303+2.3% | 加碼 |
| American Century Companies Inc | 99,283 | $1.06 億 | 0.06% | +14,800+17.5% | 加碼 |
| Acadian Asset Management LLC | 96,723 | $1.03 億 | 0.32% | +88,847+1,128.1% | 加碼 |
| Guggenheim Capital LLC | 95,397 | $1.02 億 | 0.73% | −5,000−5.0% | 減碼 |
| Mariner, LLC | 92,303 | $9,829 萬 | 0.19% | −210.0% | 減碼 |
| LPL Financial LLC | 91,449 | $9,738 萬 | 0.05% | +10,401+12.8% | 加碼 |
| Zurich Insurance Group Ltd | 90,500 | $9,637 萬 | 0.84% | +11,452+14.5% | 加碼 |
| APG Asset Management N.V. | 94,215 | $9,361 萬 | 0.17% | −225−0.2% | 減碼 |
| Vontobel Holding Ltd. | 87,247 | $9,290 萬 | 0.30% | +49,300+129.9% | 加碼 |
| NZS Capital, LLC | 85,949 | $9,152 萬 | 3.75% | −4,016−4.5% | 減碼 |
| Aviva PLC | 85,798 | $9,136 萬 | 0.25% | +16,465+23.7% | 加碼 |
| Associated Banc-Corp | 85,754 | $9,132 萬 | 2.84% | −271−0.3% | 減碼 |
| Storebrand Asset Management AS | 85,404 | $9,094 萬 | 0.30% | +3,613+4.4% | 加碼 |
| Evergreen Quality Fund GP, Ltd. | 85,200 | $9,073 萬 | 3.74% | +85,200 | 新進 |
| Raymond James & Associates | 81,334 | $8,661 萬 | 0.06% | −44,581−35.4% | 減碼 |
| Nissay Asset Management Corp | 80,354 | $8,556 萬 | 0.57% | +46,513+137.4% | 加碼 |
| Jupiter Asset Management Ltd | 78,634 | $8,373 萬 | 0.79% | +18,061+29.8% | 加碼 |
| Danske Bank A/S | 77,698 | $8,274 萬 | 0.31% | −21,985−22.1% | 減碼 |
| Natixis Advisors, L.P. | 75,900 | $8,082 萬 | 0.18% | +5,894+8.4% | 加碼 |
| Pinebridge Investments, L.P. | 74,083 | $7,888 萬 | 0.64% | −7,014−8.6% | 減碼 |
| Citadel Advisors LLC | 72,920 | $7,765 萬 | 0.08% | +35,645+95.6% | 加碼 |
| Blue Whale Capital LLP | 72,350 | $7,704 萬 | 7.35% | −41,950−36.7% | 減碼 |
| Susquehanna International Group, LLP | 72,315 | $7,700 萬 | 0.13% | −6,180−7.9% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 72,267 | $7,695 萬 | 0.25% | −1,216−1.7% | 減碼 |
| Stifel Financial Corp | 69,775 | $7,433 萬 | 0.08% | −6,411−8.4% | 減碼 |
| Pinnacle Associates Ltd | 69,395 | $7,390 萬 | 1.16% | −2,813−3.9% | 減碼 |
| DekaBank Deutsche Girozentrale | 67,704 | $7,249 萬 | 0.13% | +1,083+1.6% | 加碼 |
| Capital Fund Management S.A. | 67,810 | $7,221 萬 | 0.82% | −48,692−41.8% | 減碼 |
| Parnassus Investments | 67,383 | $7,175 萬 | 0.16% | −5,757−7.9% | 減碼 |
| Jane Street Group, LLC | 67,323 | $7,169 萬 | 0.08% | +1,240+1.9% | 加碼 |
| Bridgewater Associates, LP | 66,515 | $7,083 萬 | 0.37% | −3,878−5.5% | 減碼 |
| Treasurer of the State of North Carolina | 66,139 | $7,043 萬 | 0.30% | +3,662+5.9% | 加碼 |
| Fort Pitt Capital Group, LLC | 65,684 | $6,994 萬 | 2.12% | +260.0% | 加碼 |
| Wedge Capital Management L L P | 65,106 | $6,933 萬 | 1.23% | −23,581−26.6% | 減碼 |
| Royal London Asset Management Ltd | 63,398 | $6,751 萬 | 0.17% | +40.0% | 加碼 |
| Public Employees Retirement System of Ohio | 63,285 | $6,739 萬 | 0.26% | −3,117−4.7% | 減碼 |
| Credit Agricole S A | 63,130 | $6,722 萬 | 0.41% | +54,538+634.8% | 加碼 |
| Asset Management One Co.,Ltd. | 61,694 | $6,569 萬 | 0.25% | −2,392−3.7% | 減碼 |
| Assenagon Asset Management S.A. | 61,494 | $6,548 萬 | 0.16% | +26,319+74.8% | 加碼 |
| Vaughan David Investments LLC | 61,329 | $6,531 萬 | 1.65% | −1,567−2.5% | 減碼 |
| Ninety One UK Ltd | 60,716 | $6,465 萬 | 0.18% | +13,258+27.9% | 加碼 |
| HighTower Advisors, LLC | 59,209 | $6,280 萬 | 0.10% | +7,408+14.3% | 加碼 |
| STRS Ohio | 58,332 | $6,211 萬 | 0.25% | −2,477−4.1% | 減碼 |
| Flputnam Investment Management Co | 57,868 | $6,162 萬 | 1.16% | −1,283−2.2% | 減碼 |
| Castleark Management LLC | 56,802 | $6,049 萬 | 2.47% | +2,600+4.8% | 加碼 |
| Crosslink Capital Inc | 55,569 | $5,917 萬 | 8.26% | +609+1.1% | 加碼 |
| Handelsbanken Fonder AB | 55,011 | $5,858 萬 | 0.25% | −2,394−4.2% | 減碼 |
| Value Aligned Research Advisors, LLC | 54,794 | $5,835 萬 | 12.78% | +163+0.3% | 加碼 |
| Bank of Nova Scotia | 54,791 | $5,834 萬 | 0.11% | +6,163+12.7% | 加碼 |
| Ensign Peak Advisors, Inc | 53,480 | $5,695 萬 | 0.10% | −15,495−22.5% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 52,761 | $5,618 萬 | 0.18% | +1,884+3.7% | 加碼 |
| Triple Frond Partners LLC | 52,530 | $5,594 萬 | 6.56% | 00.0% | 不變 |
| British Columbia Investment Management Corp | 52,349 | $5,574 萬 | 0.34% | −12,540−19.3% | 減碼 |
| Marex Group plc | 52,229 | $5,562 萬 | 1.49% | +1,129+2.2% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 52,084 | $5,546 萬 | 0.40% | −1,200−2.3% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 51,651 | $5,500 萬 | 0.13% | −31,664−38.0% | 減碼 |
| Teacher Retirement System of Texas | 50,474 | $5,375 萬 | 0.31% | +17,942+55.2% | 加碼 |
| Northwestern Mutual Wealth Management Co | 49,056 | $5,225 萬 | 0.05% | +433+0.9% | 加碼 |
| Janney Montgomery Scott LLC | 48,618 | $5,177 萬 | 0.16% | −2,271−4.5% | 減碼 |
| ARS Investment Partners, LLC | 48,385 | $5,152 萬 | 4.93% | +91+0.2% | 加碼 |
| State of New Jersey Common Pension Fund D | 47,976 | $5,109 萬 | 0.22% | −27,589−36.5% | 減碼 |
| Ci Investments Inc. | 47,808 | $5,091 萬 | 0.20% | +696+1.5% | 加碼 |
| State of Tennessee, Treasury Department | 46,488 | $4,950 萬 | 0.18% | −1,492−3.1% | 減碼 |
| Creative Planning | 46,231 | $4,923 萬 | 0.05% | +639+1.4% | 加碼 |
| Corebridge Financial, Inc. | 45,568 | $4,852 萬 | 0.27% | +45,568 | 新進 |
| State Farm Mutual Automobile Insurance Co | 45,536 | $4,849 萬 | 0.04% | 00.0% | 不變 |
| Renaissance Technologies LLC | 45,356 | $4,830 萬 | 0.08% | +45,356 | 新進 |
| Resona Asset Management Co.,Ltd. | 45,370 | $4,826 萬 | 0.29% | −2,904−6.0% | 減碼 |
| FIL Ltd | 45,172 | $4,810 萬 | 0.05% | −2,626−5.5% | 減碼 |
| Truist Financial Corp | 45,118 | $4,804 萬 | 0.07% | −2,816−5.9% | 減碼 |
| Mercer Global Advisors Inc | 44,959 | $4,787 萬 | 0.13% | −4,294−8.7% | 減碼 |
| Nisa Investment Advisors, LLC | 44,661 | $4,765 萬 | 0.30% | +559+1.3% | 加碼 |
| Guinness Asset Management LTD | 44,491 | $4,737 萬 | 0.98% | −3,962−8.2% | 減碼 |
| US Bancorp | 44,305 | $4,718 萬 | 0.06% | −2,038−4.4% | 減碼 |