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 3 季 13F 持有人
Lam Research Corp 在 2024/9/30 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
- 1,469
- 較 2024 年第 2 季 −298 家
- 持有股數
- 1.14 億
- 較 2024 年第 2 季 +1,755 萬 (+18.2%)
- 總市值
- $800.7 億
- 較 2024 年第 2 季 −$225.5 億 (−22.0%)
- 新進機構
- 116
- 另有 599 家加碼
- 清倉機構
- 414
- 另有 526 家減碼
另有 26 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| ARS Investment Partners, LLC | 48,657 | $3,971 萬 | 3.56% | +272+0.6% | 加碼 |
| Public Sector Pension Investment Board | 48,690 | $3,973 萬 | 0.21% | +43,700+875.8% | 加碼 |
| Northwestern Mutual Wealth Management Co | 50,006 | $4,081 萬 | 0.04% | +950+1.9% | 加碼 |
| Teacher Retirement System of Texas | 50,400 | $4,113 萬 | 0.20% | −74−0.1% | 減碼 |
| Value Aligned Research Advisors, LLC | 50,614 | $4,131 萬 | 10.73% | −4,180−7.6% | 減碼 |
| State of Tennessee, Treasury Department | 50,662 | $4,134 萬 | 0.15% | +4,174+9.0% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 50,984 | $4,161 萬 | 0.29% | −1,100−2.1% | 減碼 |
| Baird Financial Group, Inc. | 51,177 | $4,176 萬 | 0.08% | +10,031+24.4% | 加碼 |
| Jane Street Group, LLC | 51,381 | $4,193 萬 | 0.07% | −15,942−23.7% | 減碼 |
| Flputnam Investment Management Co | 62,754 | $4,302 萬 | 0.78% | +4,886+8.4% | 加碼 |
| HSBC Holdings PLC | 53,512 | $4,367 萬 | 0.03% | −451,304−89.4% | 減碼 |
| Asset Management One Co.,Ltd. | 54,080 | $4,413 萬 | 0.16% | −7,614−12.3% | 減碼 |
| Crosslink Capital Inc | 55,158 | $4,501 萬 | 6.04% | −411−0.7% | 減碼 |
| Woodline Partners LP | 55,484 | $4,528 萬 | 0.38% | +23,290+72.3% | 加碼 |
| Ci Investments Inc. | 55,556 | $4,534 萬 | 0.17% | +7,748+16.2% | 加碼 |
| Bank of Nova Scotia | 55,656 | $4,542 萬 | 0.09% | +865+1.6% | 加碼 |
| Tudor Investment Corp Et Al | 55,674 | $4,543 萬 | 0.50% | +49,761+841.6% | 加碼 |
| Handelsbanken Fonder AB | 55,776 | $4,552 萬 | 0.18% | +765+1.4% | 加碼 |
| Castleark Management LLC | 55,979 | $4,568 萬 | 1.86% | −823−1.4% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 56,127 | $4,580 萬 | 0.14% | +3,366+6.4% | 加碼 |
| STRS Ohio | 61,587 | $5,026 萬 | 0.19% | +3,255+5.6% | 加碼 |
| Vaughan David Investments LLC | 62,110 | $5,069 萬 | 1.17% | +781+1.3% | 加碼 |
| Treasurer of the State of North Carolina | 62,217 | $5,077 萬 | 0.20% | −3,922−5.9% | 減碼 |
| DekaBank Deutsche Girozentrale | 61,804 | $5,104 萬 | 0.09% | −5,900−8.7% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 62,705 | $5,117 萬 | 0.24% | −58,830−48.4% | 減碼 |
| Lord, Abbett & Co. LLC | 63,461 | $5,179 萬 | 0.16% | −110,656−63.6% | 減碼 |
| Stifel Financial Corp | 63,960 | $5,222 萬 | 0.05% | −5,815−8.3% | 減碼 |
| ING Groep NV | 64,104 | $5,231 萬 | 0.30% | −44,145−40.8% | 減碼 |
| Twin Tree Management, LP | 64,712 | $5,281 萬 | 1.23% | +60,842+1,572.1% | 加碼 |
| Ensign Peak Advisors, Inc | 65,258 | $5,326 萬 | 0.09% | +11,778+22.0% | 加碼 |
| Royal London Asset Management Ltd | 65,282 | $5,328 萬 | 0.13% | +1,884+3.0% | 加碼 |
| Pinebridge Investments, L.P. | 65,535 | $5,348 萬 | 0.40% | −8,548−11.5% | 減碼 |
| Parnassus Investments | 66,264 | $5,408 萬 | 0.11% | −1,119−1.7% | 減碼 |
| Bessemer Group Inc | 73,157 | $5,970 萬 | 0.10% | −31,212−29.9% | 減碼 |
| Wedge Capital Management L L P | 73,408 | $5,991 萬 | 1.03% | +8,302+12.8% | 加碼 |
| Pinnacle Associates Ltd | 77,943 | $6,105 萬 | 1.05% | +8,548+12.3% | 加碼 |
| Boston Partners | 75,000 | $6,107 萬 | 0.07% | −153,258−67.1% | 減碼 |
| Raymond James & Associates | 75,321 | $6,147 萬 | 0.04% | −6,013−7.4% | 減碼 |
| Fort Pitt Capital Group, LLC | 77,957 | $6,362 萬 | 1.79% | +12,273+18.7% | 加碼 |
| Employees Provident Fund Board | 78,562 | $6,411 萬 | 0.88% | +78,562 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 79,807 | $6,513 萬 | 0.07% | −20,641−20.5% | 減碼 |
| State of Wisconsin Investment Board | 82,473 | $6,730 萬 | 0.17% | −19,540−19.2% | 減碼 |
| Associated Banc-Corp | 84,879 | $6,927 萬 | 2.04% | −875−1.0% | 減碼 |
| Capital Fund Management S.A. | 86,727 | $7,078 萬 | 0.79% | +18,917+27.9% | 加碼 |
| Eventide Asset Management, LLC | 87,545 | $7,144 萬 | 1.23% | −13,418−13.3% | 減碼 |
| Aviva PLC | 87,868 | $7,171 萬 | 0.19% | +2,070+2.4% | 加碼 |
| Guggenheim Capital LLC | 88,965 | $7,260 萬 | 0.51% | −6,432−6.7% | 減碼 |
| Squarepoint Ops LLC | 88,966 | $7,260 萬 | 0.24% | +52,292+142.6% | 加碼 |
| Mariner, LLC | 92,522 | $7,552 萬 | 0.13% | +219+0.2% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 92,558 | $7,553 萬 | 0.17% | −8,839−8.7% | 減碼 |
| Storebrand Asset Management AS | 94,199 | $7,687 萬 | 0.24% | +8,795+10.3% | 加碼 |
| NZS Capital, LLC | 94,949 | $7,749 萬 | 3.02% | +9,000+10.5% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 106,649 | $7,839 萬 | 0.18% | −222−0.2% | 減碼 |
| Jacobs Levy Equity Management, Inc | 96,288 | $7,858 萬 | 0.30% | +96,288 | 新進 |
| Caisse de Depot Et Placement du Quebec | 98,045 | $8,001 萬 | 0.16% | +46,394+89.8% | 加碼 |
| Blue Whale Capital LLP | 98,559 | $8,043 萬 | 6.26% | +26,209+36.2% | 加碼 |
| Acadian Asset Management LLC | 99,217 | $8,095 萬 | 0.25% | +2,494+2.6% | 加碼 |
| Appaloosa LP大師阿帕盧薩 | 100,000 | $8,161 萬 | 1.21% | −9,000−8.3% | 減碼 |
| Marex Group plc | 100,268 | $8,183 萬 | 1.87% | +48,039+92.0% | 加碼 |
| Danske Bank A/S | 100,649 | $8,214 萬 | 0.27% | +22,951+29.5% | 加碼 |
| LPL Financial LLC | 101,600 | $8,291 萬 | 0.04% | +10,151+11.1% | 加碼 |
| Los Angeles Capital Management LLC | 103,715 | $8,464 萬 | 0.34% | −10,159−8.9% | 減碼 |
| Robeco Institutional Asset Management B.V. | 107,196 | $8,748 萬 | 0.17% | −2,807−2.6% | 減碼 |
| RE Advisers Corp | 108,900 | $8,887 萬 | 2.11% | −100−0.1% | 減碼 |
| American Century Companies Inc | 109,492 | $8,935 萬 | 0.05% | +10,209+10.3% | 加碼 |
| New York State Teachers Retirement System | 110,130 | $8,988 萬 | 0.19% | −5,093−4.4% | 減碼 |
| HM Payson & Co | 110,728 | $9,036 萬 | 1.55% | +7,339+7.1% | 加碼 |
| Captrust Financial Advisors | 113,198 | $9,238 萬 | 0.27% | +2,539+2.3% | 加碼 |
| FIL Ltd | 114,117 | $9,313 萬 | 0.08% | +68,945+152.6% | 加碼 |
| AQR Capital Management LLC | 118,064 | $9,635 萬 | 0.13% | −89,622−43.2% | 減碼 |
| Erste Asset Management GmbH | 117,234 | $9,648 萬 | 1.16% | +3,299+2.9% | 加碼 |
| Korea Investment CORP | 119,873 | $9,783 萬 | 0.23% | −5,125−4.1% | 減碼 |
| Vontobel Holding Ltd. | 120,736 | $9,853 萬 | 0.32% | +33,489+38.4% | 加碼 |
| Voloridge Investment Management, LLC | 121,296 | $9,899 萬 | 0.36% | +121,296 | 新進 |
| Voya Investment Management LLC | 123,346 | $1.01 億 | 0.10% | −127,364−50.8% | 減碼 |
| Manufacturers Life Insurance Company, The | 124,341 | $1.01 億 | 0.09% | +5,951+5.0% | 加碼 |
| Citadel Advisors LLC | 124,403 | $1.02 億 | 0.11% | +51,483+70.6% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 126,261 | $1.04 億 | 0.46% | +21,117+20.1% | 加碼 |
| State Board of Administration of Florida Retirement System | 129,865 | $1.06 億 | 0.20% | −3,039−2.3% | 減碼 |
| Great West Life Assurance Co | 129,995 | $1.06 億 | 0.19% | +6,485+5.3% | 加碼 |
| Natixis | 131,158 | $1.07 億 | 0.65% | +23,805+22.2% | 加碼 |
| KBC Group NV | 136,467 | $1.11 億 | 0.34% | −36,158−20.9% | 減碼 |
| Victory Capital Management Inc | 137,673 | $1.12 億 | 0.11% | −38,591−21.9% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 139,056 | $1.13 億 | 0.20% | −7,500−5.1% | 減碼 |
| Standard Life Aberdeen plc | 140,475 | $1.14 億 | 0.21% | +380.0% | 加碼 |
| SEI Investments Co | 151,551 | $1.24 億 | 0.16% | +4,976+3.4% | 加碼 |
| Allianz Asset Management GmbH | 375,490 | $1.28 億 | 0.20% | +36,254+10.7% | 加碼 |
| DnB Asset Management AS | 161,696 | $1.32 億 | 0.60% | +119,991+287.7% | 加碼 |
| New York State Common Retirement Fund | 161,881 | $1.32 億 | 0.18% | −12,700−7.3% | 減碼 |
| Prudential Financial Inc | 161,971 | $1.32 億 | 0.19% | −32,934−16.9% | 減碼 |
| Canada Pension Plan Investment Board | 163,245 | $1.33 億 | 0.13% | −256,872−61.1% | 減碼 |
| Russell Investments Group, Ltd. | 165,843 | $1.36 億 | 0.20% | +11,658+7.6% | 加碼 |
| Epoch Investment Partners, Inc. | 166,184 | $1.36 億 | 0.61% | +1,504+0.9% | 加碼 |
| Amundi | 168,078 | $1.37 億 | 0.05% | −1,098,133−86.7% | 減碼 |
| ProShare Advisors LLC | 172,262 | $1.41 億 | 0.34% | +8,927+5.5% | 加碼 |
| Heard Capital LLC | 172,913 | $1.41 億 | 7.91% | +68,280+65.3% | 加碼 |
| National Bank of Canada | 179,343 | $1.46 億 | 0.20% | +45,378+33.9% | 加碼 |
| CI Private Wealth, LLC | 180,053 | $1.47 億 | 0.23% | −17,338−8.8% | 減碼 |
| Neuberger Berman Group LLC | 186,232 | $1.52 億 | 0.12% | +17,039+10.1% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 168,622 | $1.54 億 | 0.52% | −2,544−1.5% | 減碼 |