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 3 季與 2024 年第 2 季比較

持有 Lam Research Corp 的機構從 2024 年第 2 季到 2024 年第 3 季的變化。

2024 年第 3 季全部持有人 2024 年第 2 季全部持有人

LRCX 的 13F 持有人：2024 年第 2 季與 2024 年第 3 季比較
項目	2024 年第 2 季	其中尚未申報 2024 年第 3 季	2024 年第 3 季	變化
持有家數	1,793	26	1,469	−298
股數	1.10 億	1,305 萬	1.14 億	+1,755 萬 (+18.2%)
市值	$1,165 億	$139.0 億	$800.7 億	−$225.5 億 (−22.0%)

26 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 季：沒申報不算清倉，所以變化不計入它們。

新進機構（116 家）

2024 年第 3 季季末持有 Lam Research Corp、2024 年第 2 季季末沒有持有的機構。

依市值列出前 100 家，共 116 家。

2024 年第 3 季新進 LRCX 的機構
機構	股數	市值	佔組合 %
BlackRock, Inc.	12,592,166	$102.8 億	0.22%
Voloridge Investment Management, LLC	121,296	$9,899 萬	0.36%
Jacobs Levy Equity Management, Inc	96,288	$7,858 萬	0.30%
Employees Provident Fund Board	78,562	$6,411 萬	0.88%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund	28,626	$2,336 萬	0.24%
Arvest Bank Trust Division	22,186	$1,811 萬	1.04%
Aquatic Capital Management LLC	21,240	$1,733 萬	0.45%
Entropy Technologies, LP	15,420	$1,258 萬	1.32%
B. Metzler seel. Sohn & Co. Holding AG	13,998	$1,142 萬	0.11%
Sierra Summit Advisors LLC	12,196	$995.3 萬	2.29%
Synergy Financial Management, LLC	10,460	$853.6 萬	1.30%
Point72 Europe (London) LLP	10,300	$840.6 萬	0.71%
Headlands Technologies LLC	9,033	$737.2 萬	0.85%
Longbow Finance SA	8,422	$687.3 萬	0.73%
Benson Investment Management Company, Inc.	6,350	$518.2 萬	2.05%
Shell Asset Management Co	6,122	$499.6 萬	0.22%
Impact Asset Management GmbH	6,025	$491.7 萬	1.89%
Sterling Capital Management LLC	5,226	$426.5 萬	0.06%
Quantitative Investment Management, LLC	4,087	$333.5 萬	0.33%
Adviser Investments LLC	3,931	$320.8 萬	0.04%
Weiss Asset Management LP	3,887	$317.2 萬	0.08%
Andar Capital Management HK Ltd	3,600	$293.8 萬	3.89%
MUFG Securities EMEA plc	33,099	$270.1 萬	0.11%
Argent Financial Group, Inc.	3,258	$265.9 萬	0.32%
Darwin Advisors, LLC	3,247	$265.0 萬	0.73%
CWA Asset Management Group, LLC	2,897	$236.4 萬	0.13%
Diversify Advisory Services, LLC	31,816	$232.3 萬	0.12%
Cinctive Capital Management LP	2,159	$176.2 萬	0.10%
Fox Run Management, L.L.C.	2,087	$170.3 萬	0.38%
Greater Midwest Financial Group, LLC	2,015	$164.4 萬	0.96%
Caxton Associates LP	1,949	$159.1 萬	0.07%
Pensionfund Sabic	1,600	$130.6 萬	0.41%
Signal Advisors Wealth, LLC	1,512	$123.4 萬	0.18%
Advent Capital Management	1,500	$122.4 萬	0.03%
Polianta Ltd	1,400	$114.2 萬	0.54%
AtlasMark Financial, Inc	1,300	$106.1 萬	0.99%
Diversify Wealth Management, LLC	13,194	$96.1 萬	0.09%
Abundance Wealth Counselors	1,154	$94.2 萬	0.20%
Twinbeech Capital LP	1,111	$90.7 萬	0.02%
Himension Fund	1,043	$85.1 萬	0.07%
Group One Trading, L.P.	1,022	$83.4 萬	0.03%
Whalen Wealth Management Inc.	978	$79.8 萬	0.56%
Meridian Wealth Management, LLC	953	$77.8 萬	0.04%
Blueshift Asset Management, LLC	944	$77.0 萬	0.19%
Westfuller Advisors, LLC	934	$76.4 萬	0.55%
Guardian Capital Advisors LP	915	$73.0 萬	0.07%
National Wealth Management Group, LLC	879	$71.7 萬	0.49%
Orrstown Financial Services Inc	792	$64.6 萬	0.19%
Main Management ETF Advisors, LLC	776	$63.3 萬	0.03%
Amica Retiree Medical Trust	774	$63.2 萬	0.52%
Kestra Investment Management, LLC	736	$60.1 萬	0.03%
Foster & Motley Inc	725	$59.1 萬	0.04%
Elyxium Wealth, LLC	706	$57.6 萬	0.32%
Burford Brothers, Inc.	705	$57.5 萬	0.30%
Asahi Life Asset Management Co., Ltd.	700	$57.1 萬	0.35%
Dark Forest Capital Management LP	696	$56.8 萬	0.07%
Strategy Asset Managers LLC	694	$56.6 萬	0.11%
Petrus Trust Company, LTA	670	$54.7 萬	0.05%
Madison Wealth Partners, Inc	647	$52.8 萬	0.16%
Legacy Wealth Management, LLC	629	$51.3 萬	0.19%
Paladin Wealth, LLC	603	$49.2 萬	0.43%
Loomis Sayles & Co L P	595	$48.6 萬	0.00%
GDS Wealth Management	593	$48.4 萬	0.05%
Bahl & Gaynor Inc	550	$44.9 萬	0.00%
AIA Group Ltd	527	$43.0 萬	0.01%
Kesler, Norman & Wride, LLC	516	$42.2 萬	0.08%
Strategic Advisors LLC	482	$39.3 萬	0.07%
Dohj, LLC	4,727	$37.8 萬	0.09%
Oddo BHF Asset Management SAS	444	$36.2 萬	0.02%
Seven Eight Capital, LP	435	$35.5 萬	0.03%
Magnus Financial Group LLC	411	$33.5 萬	0.03%
Formidable Asset Management, LLC	378	$30.8 萬	0.05%
ICONIQ Capital, LLC	375	$30.6 萬	0.01%
Eisler Capital (UK) Ltd.	3,668	$29.9 萬	0.07%
Stillwater Capital Advisors, LLC	361	$29.4 萬	0.04%
Qsemble Capital Management, LP	327	$26.7 萬	0.05%
Virtus Investment Advisers, Inc.	300	$24.5 萬	0.19%
Canandaigua National Trust Co of Florida	298	$24.3 萬	0.21%
Concorde Asset Management, LLC	296	$24.2 萬	0.14%
Watts Gwilliam & Co., LLC	2,828	$22.9 萬	0.05%
Corton Capital Inc.	277	$22.6 萬	0.11%
CWC Advisors, LLC.	270	$22.0 萬	0.22%
Mosley Wealth Management	3,023	$22.0 萬	0.15%
Dynamic Technology Lab Private Ltd	270	$22.0 萬	0.02%
Counterpoint Mutual Funds LLC	262	$21.4 萬	0.04%
B&L Asset Management LLC	250	$20.4 萬	0.13%
Insight Wealth Partners, LLC	247	$20.2 萬	0.12%
Sunflower Bank, N.A.	247	$20.2 萬	0.06%
Carmignac Gestion	200	$16.3 萬	0.00%
Hemington Wealth Management	1,499	$11.1 萬	0.03%
Ashton Thomas Securities, LLC	121	$9.87 萬	0.02%
FSA Wealth Management LLC	80	$6.50 萬	0.03%
West Branch Capital LLC	69	$5.63 萬	0.02%
Flaharty Asset Management, LLC	60	$4.90 萬	0.01%
Tradewinds, LLC.	59	$4.81 萬	0.01%
Reuter James Wealth Management, LLC	57	$4.65 萬	0.01%
Peterson Wealth Services	43	$3.51 萬	0.01%
Gladius Capital Management LP	33	$2.69 萬	0.02%
Oarsman Capital, Inc.	27	$2.20 萬	0.00%
REAP Financial Group, LLC	25	$2.04 萬	0.01%

清倉機構（414 家）

2024 年第 2 季季末持有 Lam Research Corp、2024 年第 3 季有申報但已經沒有持有的機構。

依市值列出前 100 家，共 414 家。

2024 年第 3 季清倉 LRCX 的機構
機構	2024 年第 2 季股數	2024 年第 2 季市值
Janus Henderson Group PLC	1,827,784	$19.5 億
Franklin Resources Inc	1,046,429	$11.1 億
BNP Paribas Arbitrage, SA	554,448	$5.90 億
Artisan Partners Limited Partnership	502,582	$5.35 億
TD Asset Management Inc	318,005	$3.39 億
Envestnet Asset Management Inc	262,489	$2.80 億
National Pension Service	262,306	$2.79 億
Scge Management, L.P.	235,000	$2.50 億
Aspex Management (HK) Ltd	184,961	$1.97 億
Tairen Capital Ltd	163,605	$1.74 億
Candriam Luxembourg S.C.A.	114,515	$1.22 億
Zurich Insurance Group Ltd	90,500	$9,637 萬
APG Asset Management N.V.	94,215	$9,361 萬
Evergreen Quality Fund GP, Ltd.	85,200	$9,073 萬
Jupiter Asset Management Ltd	78,634	$8,373 萬
Chevy Chase Trust Holdings, Inc.	72,267	$7,695 萬
Public Employees Retirement System of Ohio	63,285	$6,739 萬
Credit Agricole S A	63,130	$6,722 萬
Assenagon Asset Management S.A.	61,494	$6,548 萬
Ninety One UK Ltd	60,716	$6,465 萬
HighTower Advisors, LLC	59,209	$6,280 萬
Triple Frond Partners LLC	52,530	$5,594 萬
Janney Montgomery Scott LLC	48,618	$5,177 萬
Mercer Global Advisors Inc	44,959	$4,787 萬
Nisa Investment Advisors, LLC	44,661	$4,765 萬
QRG Capital Management, Inc.	43,328	$4,614 萬
Laurion Capital Management LP	41,787	$4,450 萬
APG Asset Management US Inc.	41,144	$4,364 萬
Delta Global Management LP	40,015	$4,261 萬
Forsta Ap-Fonden	36,600	$3,897 萬
Varma Mutual Pension Insurance Co	29,493	$3,141 萬
D. E. Shaw & Co., Inc.	29,123	$3,101 萬
Cetera Investment Advisers	28,382	$3,022 萬
Andra AP-fonden	28,100	$2,992 萬
Rokos Capital Management LLP	27,394	$2,914 萬
J. Goldman & Co LP	25,014	$2,664 萬
Daiwa Securities Group Inc.	24,949	$2,657 萬
Transform Wealth, LLC	24,579	$2,622 萬
Connor, Clark & Lunn Investment Management Ltd.	20,287	$2,160 萬
Walleye Capital LLC	18,316	$1,950 萬
Envestnet Portfolio Solutions, Inc.	17,196	$1,831 萬
HRT Financial LP	16,049	$1,709 萬
Railway Pension Investments Ltd	13,400	$1,427 萬
O'Shaughnessy Asset Management, LLC	13,281	$1,414 萬
LMCG Investments, LLC	12,549	$1,336 萬
Intech Investment Management LLC	12,150	$1,294 萬
Healthcare of Ontario Pension Plan Trust Fund	12,019	$1,280 萬
YHB Investment Advisors, Inc.	11,609	$1,236 萬
Nilsine Partners, LLC	11,531	$1,228 萬
Maytus Capital Management, LLC	11,294	$1,203 萬
Stratos Wealth Partners, LTD.	10,208	$1,087 萬
National Asset Management, Inc.	10,183	$1,086 萬
Maryland State Retirement & Pension System	10,181	$1,084 萬
Level Four Advisory Services, LLC	9,709	$1,034 萬
Wolverine Trading, LLC	9,571	$1,019 萬
Capitolis Liquid Global Markets LLC	9,500	$1,012 萬
HB Wealth Management, LLC	9,136	$972.9 萬
Atria Investments LLC	9,077	$966.6 萬
Silvant Capital Management LLC	8,951	$954.9 萬
McBroom & Associates, LLC	8,594	$915.2 萬
Thames Capital Management LLC	8,254	$878.9 萬
F/M Investments LLC	7,536	$802.5 萬
MinichMacGregor Wealth Management, LLC	7,443	$792.6 萬
Ashton Thomas Private Wealth, LLC	7,038	$749.4 萬
Mediolanum International Funds Ltd	7,427	$732.0 萬
Churchill Management Corp	6,790	$723.0 萬
NWK Group, Inc.	6,582	$700.9 萬
Ardmore Road Asset Management LP	6,295	$670.3 萬
Bristlecone Advisors, LLC	5,791	$616.7 萬
Patton Fund Management, Inc.	5,787	$616.2 萬
Hudson Bay Capital Management LP	5,660	$602.7 萬
E. Ohman J:or Asset Management AB	5,620	$598.4 萬
Bricktown Capital, LLC	5,500	$585.7 萬
Wealthcare Advisory Partners LLC	5,466	$582.1 萬
Sandler Capital Management	5,110	$544.1 萬
WBI Investments	5,108	$543.9 萬
1832 Asset Management L.P.	4,987	$531.0 萬
Harbour Capital Advisors, LLC	4,842	$513.6 萬
Alight Capital Management LP	4,759	$506.8 萬
Penserra Capital Management LLC	4,696	$500.0 萬
TKG Advisors, LLC	4,466	$475.5 萬
Mirae Asset Securities (USA) Inc.	4,400	$468.5 萬
Geneva Partners, LLC	4,363	$464.6 萬
Ossiam	4,350	$463.2 萬
Brown Advisory Inc	4,205	$447.8 萬
L2 Asset Management, LLC	4,200	$447.2 萬
J. Safra Sarasin Holding AG	3,970	$422.7 萬
EP Wealth Advisors, LLC	3,857	$410.7 萬
Terra Nova Asset Management LLC	3,758	$400.2 萬
Advisors Capital Management, LLC	3,755	$400.0 萬
Matisse Capital	3,742	$398.5 萬
Sphera Funds Management Ltd.	3,700	$394.0 萬
RSM US Wealth Management LLC	3,628	$384.9 萬
Navellier & Associates Inc	3,460	$368.4 萬
Lombard Odier Asset Management (Europe) Ltd	3,424	$364.6 萬
Campbell & CO Investment Adviser LLC	3,304	$351.8 萬
Chilton Investment Co LLC	3,288	$350.1 萬
Centiva Capital, LP	3,153	$335.7 萬
SOA Wealth Advisors, LLC.	3,039	$323.6 萬
Symmetry Investments LP	3,032	$322.9 萬

尚未申報 2024 年第 3 季的機構（26 家）

2024 年第 2 季季末持有 Lam Research Corp、還沒有申報 2024 年第 3 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2024 年第 2 季持有 LRCX、尚未申報 2024 年第 3 季的機構
機構	2024 年第 2 季股數	2024 年第 2 季市值
BlackRock Inc.	12,929,760	$137.7 億
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)	28,526	$3,038 萬
Arvest Trust Co N A	28,148	$2,997 萬
Gratus Capital LLC	20,568	$2,190 萬
Benjamin F. Edwards & Company, Inc.	9,089	$967.8 萬
Taylor Hoffman Wealth Management	8,769	$930.1 萬
Buckingham Strategic Wealth, LLC	4,117	$438.4 萬
Clear Rock Advisors, LLC	4,056	$431.9 萬
Hoylecohen, LLC	3,498	$372.5 萬
Heritage Trust Co	3,213	$342.1 萬
Perennial Advisors, LLC	3,204	$341.2 萬
NRI Wealth Management LC	2,091	$222.7 萬
Ascension Asset Management LLC	1,861	$198.2 萬
Relative Value Partners Group, LLC	1,624	$172.9 萬
Knowledge Leaders Capital, LLC	1,451	$154.5 萬
Bank Pictet & Cie (Asia) Ltd	377	$40.1 萬
Walden Wealth Partners LLC	330	$35.1 萬
Epic Trust Investment Advisors, LLC	284	$30.2 萬
Arden Trust Co	269	$28.6 萬
Girard Partners Ltd.	260	$27.7 萬
La Financiere de L'Echiquier	240	$25.6 萬
JJJ Advisors Inc.	88	$9.37 萬
ICA Group Wealth Management, LLC	60	$6.39 萬
Ofi Invest Asset Management	40	$3.97 萬
Private Ocean, LLC	16	$1.70 萬
Institutional & Family Asset Management, LLC	4	$4,259