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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 4 季與 2024 年第 3 季比較

持有 Lam Research Corp 的機構從 2024 年第 3 季到 2024 年第 4 季的變化。

2024 年第 4 季全部持有人2024 年第 3 季全部持有人

LRCX 的 13F 持有人:2024 年第 3 季與 2024 年第 4 季比較
項目2024 年第 3 季其中尚未申報 2024 年第 4 季2024 年第 4 季變化
持有家數1,469311,696+258
股數依 10 比 1 拆股換算11.4 億341.1 萬10.4 億−1.01 億 (−8.9%)
市值$800.7 億$2.38 億$749.3 億−$49.0 億 (−6.1%)

31 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(471 家)

2024 年第 4 季季末持有 Lam Research Corp、2024 年第 3 季季末沒有持有的機構。

依市值列出前 100 家,共 471 家。

2024 年第 4 季新進 LRCX 的機構
機構股數市值佔組合 %
Janus Henderson Group PLC10,967,975$7.92 億0.40%
Franklin Resources Inc6,269,236$4.53 億0.13%
BNP Paribas Arbitrage, SA5,508,476$3.98 億0.31%
Artisan Partners Limited Partnership5,191,653$3.75 億0.58%
D. E. Shaw & Co., Inc.3,525,438$2.55 億0.28%
Capital Research Global Investors3,334,118$2.41 億0.05%
National Pension Service3,034,748$2.19 億0.21%
Envestnet Asset Management Inc2,870,330$2.07 億0.07%
TD Asset Management Inc2,581,912$1.86 億0.16%
Assenagon Asset Management S.A.2,431,841$1.76 億0.32%
Raymond James Financial Inc1,480,887$1.07 億0.04%
Menora Mivtachim Holdings Ltd.1,381,450$9,978 萬0.63%
Universal- Beteiligungs- und Servicegesellschaft mbH1,380,418$9,971 萬0.20%
Westfield Capital Management Co LP1,256,870$9,078 萬0.40%
Credit Agricole S A954,326$6,893 萬0.23%
APG Asset Management N.V.781,684$5,453 萬0.15%
HighTower Advisors, LLC699,982$5,056 萬0.07%
Candriam Luxembourg S.C.A.685,631$4,952 萬0.29%
Chevy Chase Trust Holdings, Inc.683,680$4,938 萬0.15%
KLP Kapitalforvaltning AS637,980$4,621 萬0.22%
Andra AP-fonden633,400$4,575 萬0.73%
Healthcare of Ontario Pension Plan Trust Fund589,285$4,256 萬0.09%
Public Employees Retirement System of Ohio584,918$4,225 萬0.15%
Ceredex Value Advisors LLC562,176$4,061 萬0.82%
Skye Global Management LP542,000$3,915 萬0.82%
Walleye Capital LLC529,640$3,826 萬0.36%
Triple Frond Partners LLC511,765$3,697 萬4.79%
Janney Montgomery Scott LLC488,062$3,525 萬0.10%
Aware Super Pty Ltd as trustee of Aware Super442,650$3,197 萬0.51%
Lansforsakringar Fondforvaltning AB (publ)436,742$3,155 萬0.18%
QRG Capital Management, Inc.430,043$3,108 萬0.32%
Nisa Investment Advisors, LLC426,964$3,106 萬0.12%
Zurich Insurance Group Ltd425,652$3,074 萬0.25%
Mercer Global Advisors Inc418,452$3,022 萬0.07%
D1 Capital Partners L.P.大師D1 資本418,000$3,019 萬0.50%
Forsta Ap-Fonden412,000$2,976 萬0.21%
Freestone Grove Partners LP358,765$2,591 萬0.32%
Cetera Investment Advisers328,244$2,371 萬0.05%
Meridiem Capital Partners LP300,940$2,174 萬2.04%
Daiwa Securities Group Inc.295,715$2,136 萬0.10%
HRT Financial LP278,925$2,015 萬0.10%
Varma Mutual Pension Insurance Co274,730$1,984 萬0.15%
Four Tree Island Advisory LLC244,149$1,763 萬12.18%
GF Fund Management Co. Ltd.243,856$1,761 萬0.39%
Quadrature Capital Ltd243,254$1,756 萬0.35%
Transform Wealth, LLC238,334$1,727 萬0.96%
Maytus Capital Management, LLC200,000$1,445 萬5.05%
Mediolanum International Funds Ltd196,202$1,412 萬0.18%
DJE Kapital AG195,202$1,402 萬0.33%
Police & Firemen's Retirement System of New Jersey186,997$1,351 萬0.13%
Penserra Capital Management LLC184,906$1,335 萬0.24%
Concentric Capital Strategies, LP184,681$1,334 萬0.84%
Walleye Trading LLC166,048$1,199 萬0.24%
Generali Asset Management SPA SGR163,396$1,180 萬0.30%
Point72 (DIFC) Ltd144,648$1,045 萬0.94%
Parkwood LLC140,490$1,015 萬1.25%
Intech Investment Management LLC135,738$980.4 萬0.10%
Envestnet Portfolio Solutions, Inc.130,384$941.8 萬0.03%
Brevan Howard Capital Management LP127,753$922.8 萬0.23%
Peregrine Investment Management Inc125,650$907.6 萬5.26%
O'Shaughnessy Asset Management, LLC125,639$907.5 萬0.08%
Voleon Capital Management LP124,534$899.5 萬0.67%
Raiffeisen Bank International AG123,774$893.0 萬0.14%
Avanza Fonder AB123,624$892.9 萬0.27%
Railway Pension Investments Ltd122,300$883.4 萬0.12%
Nilsine Partners, LLC119,201$861.0 萬0.92%
LMCG Investments, LLC118,400$855.2 萬0.52%
Jain Global LLC117,914$851.7 萬0.26%
Stratos Wealth Partners, LTD.108,703$785.2 萬0.11%
Elemental Capital Partners LLC107,140$773.9 萬7.25%
Level Four Advisory Services, LLC106,442$768.8 萬0.31%
HB Wealth Management, LLC103,505$747.6 萬0.08%
Nuance Investments, LLC103,190$745.3 萬0.30%
Capitolis Liquid Global Markets LLC95,000$686.2 萬0.07%
Eisler Capital Management Ltd.92,158$667.3 萬0.22%
Taylor Hoffman Capital Management LLC91,800$663.1 萬2.41%
Atreides Management, LP89,680$647.8 萬0.20%
McBroom & Associates, LLC87,552$632.4 萬3.58%
National Asset Management, Inc.86,896$629.6 萬0.21%
Ashton Thomas Private Wealth, LLC75,255$545.3 萬0.21%
CCM Investment Group, LLC75,122$542.0 萬0.59%
Maryland State Retirement & Pension System68,898$497.7 萬0.11%
Venture Visionary Partners LLC67,361$486.5 萬0.21%
Caisse des Depots Et Consignations66,118$477.6 萬0.23%
Intact Investment Management Inc.64,400$465.2 萬0.16%
IMC-Chicago, LLC63,647$459.7 萬0.13%
Sava Infond d.o.o.61,200$442.0 萬0.78%
Fisher Funds Management LTD59,370$427.2 萬0.10%
E. Ohman J:or Asset Management AB58,950$425.8 萬0.10%
Atria Investments LLC56,992$411.6 萬0.05%
Pamalican Asset Management Ltd56,000$404.5 萬1.79%
Lombard Odier Asset Management (Europe) Ltd54,356$392.6 萬0.25%
Bristlecone Advisors, LLC53,330$385.2 萬0.30%
Silvant Capital Management LLC52,364$378.2 萬0.16%
1832 Asset Management L.P.51,714$373.5 萬0.01%
4D Advisors, LLC50,000$361.1 萬2.53%
Mount Yale Investment Advisors, LLC49,562$358.0 萬0.29%
Harbour Capital Advisors, LLC46,540$349.6 萬0.78%
Brentview Investment Management LLC47,235$341.2 萬1.94%
EP Wealth Advisors, LLC46,694$337.3 萬0.03%

清倉機構(213 家)

2024 年第 3 季季末持有 Lam Research Corp、2024 年第 4 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 213 家。

2024 年第 4 季清倉 LRCX 的機構
機構2024 年第 3 季股數2024 年第 3 季市值
Sands Capital Management, LLC824,114$6.73 億
Nordea Investment Management AB447,575$3.66 億
Schroder Investment Management Group370,207$3.02 億
Great West Life Assurance Co129,995$1.06 億
State Board of Administration of Florida Retirement System129,865$1.06 億
Wedge Capital Management L L P73,408$5,991 萬
Value Aligned Research Advisors, LLC50,614$4,131 萬
BI Asset Management Fondsmaeglerselskab A/S38,673$3,156 萬
Arizona State Retirement System37,439$3,055 萬
Comerica Bank31,781$2,594 萬
Generate Investment Management Ltd20,182$1,647 萬
Mutual of America Capital Management LLC19,707$1,608 萬
Sustainable Insight Capital Management, LLC18,265$1,491 萬
Louisiana State Employees Retirement System17,200$1,404 萬
Nemes Rush Group LLC13,462$1,308 萬
BTC Capital Management, Inc.15,519$1,267 萬
Entropy Technologies, LP15,420$1,258 萬
Leuthold Group, LLC15,313$1,250 萬
Investment Management Corp of Ontario12,879$1,051 萬
Unigestion Holding SA12,858$1,049 萬
Elo Mutual Pension Insurance Co12,435$1,015 萬
Contravisory Investment Management, Inc.9,638$786.5 萬
Central Bank & Trust Co9,206$751.3 萬
Kentucky Retirement Systems9,083$741.2 萬
Glenview Trust Co8,929$728.7 萬
Longbow Finance SA8,422$687.3 萬
KWMG, LLC7,816$637.8 萬
Institute for Wealth Management, LLC.7,499$612.0 萬
Optiver Holding B.V.7,335$598.6 萬
Northwest Bancshares, Inc.7,294$595.2 萬
Securian Asset Management, Inc7,257$592.2 萬
Benson Investment Management Company, Inc.6,350$518.2 萬
AMF Pensionsforsakring AB6,216$507.7 萬
Global X Japan Co., Ltd.6,076$495.9 萬
Two Sigma Securities, LLC5,999$489.6 萬
Parallax Volatility Advisers, L.P.5,908$482.1 萬
Horizon Investment Services, LLC5,828$475.7 萬
Picton Mahoney Asset Management5,403$440.8 萬
Charter Trust Co5,153$420.5 萬
Siemens Fonds Invest GmbH6,424$386.5 萬
CIBC Private Wealth Group, LLC4,580$373.7 萬
Moran Wealth Management, LLC4,325$353.0 萬
Cetera Trust Company, N.A4,246$346.5 萬
D. Scott Neal, Inc.4,064$332.6 萬
Veriti Management LLC4,071$332.2 萬
Trustmark National Bank Trust Department3,702$302.1 萬
JB Capital LLC3,623$295.7 萬
Andar Capital Management HK Ltd3,600$293.8 萬
Peak Financial Advisors LLC3,587$292.7 萬
First Financial Bankshares Inc3,536$288.6 萬
Azzad Asset Management Inc3,452$281.7 萬
Kerrisdale Advisers, LLC3,058$249.6 萬
Arjuna Capital3,009$245.6 萬
Marshall Financial Group LLC2,945$240.4 萬
Ritholtz Wealth Management2,771$226.1 萬
Gilliland Jeter Wealth Management LLC2,584$210.9 萬
180 Wealth Advisors, LLC2,475$202.0 萬
AustralianSuper Pty Ltd2,446$199.6 萬
MBB Public Markets I LLC2,270$185.3 萬
Johnson Investment Counsel Inc2,237$182.5 萬
Accent Capital Management, LLC2,167$177.3 萬
Cinctive Capital Management LP2,159$176.2 萬
Trust Co of Toledo NA2,074$169.3 萬
Regions Financial Corp2,024$165.2 萬
Caxton Associates LP1,949$159.1 萬
Wright Investors Service Inc1,906$155.5 萬
Impax Asset Management Group plc1,825$148.9 萬
Bank of Stockton1,815$148.1 萬
Glen Eagle Advisors, LLC1,666$135.9 萬
Advent Capital Management1,500$122.4 萬
Prudent Man Advisors, LLC1,483$121.0 萬
Redwood Investment Management, LLC1,341$110.9 萬
Centennial Bank1,302$106.3 萬
EHP Funds Inc.1,300$106.1 萬
KCM Investment Advisors LLC1,234$100.7 萬
nVerses Capital, LLC1,200$97.9 萬
Summit Trail Advisors, LLC1,161$95.0 萬
Skopos Labs, Inc.1,018$83.1 萬
CNB Bank1,006$82.1 萬
Virtus ETF Advisers LLC990$80.8 萬
Whalen Wealth Management Inc.978$79.8 萬
Blueshift Asset Management, LLC944$77.0 萬
Burr Financial Services, LLC935$76.3 萬
Montecito Bank & Trust931$76.0 萬
Verus Capital Partners, LLC919$75.0 萬
National Wealth Management Group, LLC879$71.7 萬
Roman Butler Fullerton & Co9,384$71.7 萬
MQS Management LLC851$69.4 萬
Axq Capital, LP827$67.5 萬
Evanson Asset Management, LLC800$65.3 萬
Edentree Asset Management Ltd750$61.2 萬
Lincoln Capital Corp716$58.4 萬
Asahi Life Asset Management Co., Ltd.700$57.1 萬
Deseret Mutual Benefit Administrators694$56.6 萬
CFM Wealth Partners LLC656$53.5 萬
Catalina Capital Group, LLC648$52.9 萬
Fiduciary Family Office, LLC640$52.2 萬
Legacy Wealth Management, LLC629$51.3 萬
Gryphon Financial Partners LLC610$49.8 萬
Everhart Financial Group, Inc.602$49.1 萬

尚未申報 2024 年第 4 季的機構(31 家)

2024 年第 3 季季末持有 Lam Research Corp、還沒有申報 2024 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。