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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。

2025 年第 1 季與 2024 年第 4 季比較

持有 Lam Research Corp 的機構從 2024 年第 4 季到 2025 年第 1 季的變化。

2025 年第 1 季全部持有人2024 年第 4 季全部持有人

LRCX 的 13F 持有人:2024 年第 4 季與 2025 年第 1 季比較
項目2024 年第 4 季其中尚未申報 2025 年第 1 季2025 年第 1 季變化
持有家數1,695241,801+130
股數10.4 億967.2 萬10.4 億+1,770 萬 (+1.7%)
市值$749.3 億$6.99 億$757.6 億+$15.2 億 (+2.1%)

24 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(270 家)

2025 年第 1 季季末持有 Lam Research Corp、2024 年第 4 季季末沒有持有的機構。

依市值列出前 100 家,共 270 家。

2025 年第 1 季新進 LRCX 的機構
機構股數市值佔組合 %
Nuveen, LLC8,312,846$6.04 億0.19%
Nordea Investment Management AB7,902,385$5.62 億0.59%
Schroder Investment Management Group2,187,788$1.59 億0.16%
Montrusco Bolton Investments Inc.1,726,228$1.22 億1.61%
Clal Insurance Enterprises Holdings Ltd1,530,000$1.12 億1.15%
State Board of Administration of Florida Retirement System1,262,600$9,179 萬0.18%
Marshall Wace, LLP846,462$6,154 萬0.08%
Kodai Capital Management LP505,987$3,679 萬1.46%
Teewinot Capital Advisers, L.L.C.496,689$3,611 萬3.69%
Arizona State Retirement System377,533$2,745 萬0.17%
Maplelane Capital, LLC371,000$2,697 萬2.51%
Generate Investment Management Ltd315,485$2,294 萬1.61%
Virginia Retirement Systems Et Al306,620$2,229 萬0.17%
Distillate Capital Partners LLC295,137$2,146 萬1.10%
Summit Partners Public Asset Management, LLC272,000$1,977 萬0.95%
SummitTX Capital, L.P.256,749$1,867 萬0.82%
Davidson Kempner Capital Management LP250,000$1,818 萬0.26%
Comerica Bank248,159$1,804 萬0.08%
Talos Asset Management LP211,000$1,534 萬6.50%
Rakuten Investment Management, Inc.208,096$1,511 萬0.07%
Mutual of America Capital Management LLC183,560$1,334 萬0.15%
OP Asset Management Ltd174,273$1,267 萬0.21%
Hudson Bay Capital Management LP173,648$1,262 萬0.08%
DeepCurrents Investment Group LLC167,361$1,217 萬0.42%
Louisiana State Employees Retirement System162,800$1,184 萬0.24%
Nemes Rush Group LLC145,355$1,057 萬1.34%
Hel Ved Capital Management Ltd133,700$972.0 萬4.90%
ASR Vermogensbeheer N.V.120,076$872.9 萬0.13%
YHB Investment Advisors, Inc.113,707$826.6 萬0.69%
Science & Technology Partners, L.P.96,050$698.3 萬2.77%
Professional Advisory Services Inc89,989$654.2 萬0.92%
Kentucky Retirement Systems87,792$638.2 萬0.19%
Harber Asset Management LLC87,750$637.9 萬2.27%
Glenview Trust Co87,311$634.8 萬0.12%
Central Bank & Trust Co84,284$612.7 萬1.02%
KWMG, LLC83,239$605.1 萬0.62%
Fulcrum Capital LLC74,088$538.6 萬1.19%
Institute for Wealth Management, LLC.73,713$535.9 萬0.69%
Bayesian Capital Management, LP72,348$526.0 萬0.87%
Jupiter Asset Management Ltd71,491$519.7 萬0.05%
Securian Asset Management, Inc67,997$494.3 萬0.15%
Siemens Fonds Invest GmbH60,125$437.1 萬0.30%
F/M Investments LLC59,809$434.8 萬0.17%
Investment Management Corp of Ontario57,083$415.0 萬0.08%
Bowie Capital Management, LLC56,880$413.5 萬0.21%
Banque Cantonale Vaudoise56,828$413.2 萬0.18%
Nutshell Asset Management Ltd56,000$407.1 萬2.12%
Charter Trust Co55,747$405.3 萬0.27%
Wealthcare Advisory Partners LLC54,652$397.3 萬0.11%
AG2R la Mondiale Gestion D'Actifs47,972$387.6 萬0.21%
JB Capital LLC50,345$366.0 萬0.20%
Valliance Asset Management Ltd50,000$363.5 萬13.77%
Azzad Asset Management Inc49,527$360.1 萬0.42%
Katamaran Capital LLP49,136$357.2 萬4.65%
Unigestion Holding SA48,928$355.7 萬0.21%
Allstate Corp48,308$351.2 萬0.10%
Cinctive Capital Management LP47,879$348.1 萬0.28%
Soros Capital Management LLC47,314$344.0 萬0.88%
Global X Japan Co., Ltd.43,358$315.2 萬0.36%
Cetera Trust Company, N.A41,010$298.1 萬1.90%
Mirabella Financial Services LLP40,827$297.3 萬0.12%
CIBC Private Wealth Group, LLC44,386$267.4 萬0.01%
First Financial Bankshares Inc35,749$259.9 萬0.06%
True North Advisors, LLC34,664$252.0 萬0.45%
Marshall Financial Group LLC32,252$234.5 萬0.51%
Rule One Partners, LLC32,000$232.6 萬1.92%
Secure Asset Management, LLC31,254$227.2 萬0.46%
Greenup Street Wealth Management LLC30,136$219.1 萬0.43%
Asio Capital, LLC29,970$217.9 萬0.42%
Gilliland Jeter Wealth Management LLC26,355$191.6 萬0.68%
Black Creek Investment Management Inc.25,781$187.4 萬0.09%
Oak Grove Capital LLC25,700$186.8 萬0.45%
Ritholtz Wealth Management25,336$184.2 萬0.06%
Keystone Investors Pte Ltd24,718$179.7 萬0.25%
Webster Bank, N. A.24,686$179.5 萬0.20%
180 Wealth Advisors, LLC24,527$178.3 萬0.28%
Invera Wealth Advisors, LLC23,367$169.9 萬1.10%
Buckhead Capital Management LLC21,823$158.7 萬0.51%
Cypress Capital, LLC21,562$156.8 萬0.45%
Value Aligned Research Advisors, LLC21,514$156.4 萬0.13%
Accent Capital Management, LLC21,201$154.6 萬0.90%
CenterStar Asset Management, LLC20,917$152.4 萬2.19%
Trust Co of Toledo NA20,740$150.8 萬0.20%
WCG Wealth Advisors LLC20,498$149.0 萬0.11%
Platform Technology Partners20,179$146.7 萬0.43%
Regions Financial Corp19,908$144.7 萬0.01%
Trustmark National Bank Trust Department19,766$143.7 萬0.11%
Johnson Investment Counsel Inc19,454$141.4 萬0.01%
Mach-1 Financial Group, Inc.19,186$139.5 萬0.42%
Pinpoint Asset Management Ltd18,084$131.5 萬0.23%
Highview Capital Management LLC16,831$122.4 萬0.51%
Glen Eagle Advisors, LLC15,868$115.4 萬0.19%
Prudent Man Advisors, LLC14,759$107.3 萬0.39%
Harel Insurance Investments & Financial Services Ltd.14,610$106.4 萬0.01%
JT Stratford LLC14,560$105.9 萬0.19%
Dynamic Technology Lab Private Ltd14,394$104.6 萬0.15%
Access Financial Services, Inc.13,637$99.1 萬0.40%
New Age Alpha Advisors, LLC13,253$96.3 萬0.04%
KCM Investment Advisors LLC13,059$94.9 萬0.03%
Advisor Resource Council13,366$94.0 萬0.08%

清倉機構(140 家)

2024 年第 4 季季末持有 Lam Research Corp、2025 年第 1 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 140 家。

2025 年第 1 季清倉 LRCX 的機構
機構2024 年第 4 季股數2024 年第 4 季市值
Cincinnati Insurance Co2,492,110$1.80 億
DekaBank Deutsche Girozentrale61,804$5,442 萬
Weiss Asset Management LP510,150$3,685 萬
Arrowstreet Capital, Limited Partnership236,860$1,711 萬
Walleye Trading LLC166,048$1,199 萬
Parkwood LLC140,490$1,015 萬
Synergy Financial Management, LLC22,394$940.1 萬
Railway Pension Investments Ltd122,300$883.4 萬
Capital International Investors120,040$867.0 萬
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)113,000$816.2 萬
Aquatic Capital Management LLC107,473$776.3 萬
Nuance Investments, LLC103,190$745.3 萬
Atreides Management, LP89,680$647.8 萬
Renaissance Technologies LLC88,260$637.5 萬
Pamalican Asset Management Ltd56,000$404.5 萬
Lecap Asset Management Ltd50,124$362.0 萬
4D Advisors, LLC50,000$361.1 萬
Royal Fund Management, LLC49,866$360.2 萬
Mizuho Markets Americas LLC43,000$310.6 萬
Quantessence Capital LLC41,953$303.0 萬
Y-Intercept (Hong Kong) Ltd41,892$302.6 萬
Sone Capital Management, LLC41,785$301.8 萬
Malaga Cove Capital, LLC41,100$296.9 萬
Essential Planning, LLC.38,540$291.7 萬
Octahedron Capital Management L.P.39,750$287.1 萬
Navellier & Associates Inc34,600$249.9 萬
Resolute Capital Asset Partners LLC30,000$216.7 萬
Artemis Wealth Advisors, LLC30,000$216.7 萬
Capital Group Private Client Services, Inc.28,878$208.6 萬
Cincinnati Specialty Underwriters Insurance CO27,830$201.0 萬
Twin Capital Management Inc27,301$197.2 萬
Stoneridge Investment Partners LLC26,474$191.2 萬
Quantitative Investment Management, LLC25,609$184.9 萬
Boston Private Wealth LLC25,436$183.7 萬
Sherbrooke Park Advisers LLC24,698$178.4 萬
Canada Post Corp Registered Pension Plan21,890$158.1 萬
Semanteon Capital Management, LP19,430$140.3 萬
Polianta Ltd18,100$130.7 萬
HGK Asset Management Inc18,050$130.4 萬
L2 Asset Management, LLC17,935$129.5 萬
Ontario Teachers Pension Plan Board15,549$112.3 萬
Inceptionr LLC14,959$108.0 萬
KRS Capital Management, LLC14,460$104.4 萬
Summit Global Investments14,176$102.4 萬
Madison Park Capital Advisors, LLC13,500$97.5 萬
Maxi Investments CY Ltd13,074$94.9 萬
Alpha DNA Investment Management LLC13,057$94.3 萬
Petrus Trust Company, LTA10,103$73.0 萬
Alberta Investment Management Corp10,000$72.2 萬
Old National Bancorp8,840$63.9 萬
Maven Securities LTD8,662$62.6 萬
BlueSpruce Investments, LP8,470$61.2 萬
Western Financial Corp8,046$58.1 萬
Stevens Capital Management LP7,773$56.1 萬
Main Management ETF Advisors, LLC7,120$51.4 萬
Waldron Private Wealth LLC7,068$51.1 萬
Bryce Point Capital, LLC7,005$50.6 萬
Unique Wealth Strategies, LLC6,871$49.6 萬
Oxford Asset Management LLP6,263$45.2 萬
Visionary Horizons, LLC6,263$45.2 萬
Strategy Asset Managers LLC6,232$45.0 萬
Elite Wealth Management, Inc.6,100$44.1 萬
Banque Transatlantique SA6,035$43.6 萬
Board of the Pension Protection Fund6,000$43.3 萬
Gallacher Capital Management LLC5,948$43.0 萬
Dohj, LLC5,874$42.4 萬
Gsa Capital Partners LLP5,594$40.4 萬
Atalanta Sosnoff Capital, LLC5,195$37.5 萬
Quintet Private Bank (Europe) S.A.5,000$36.1 萬
Campbell & CO Investment Adviser LLC4,856$35.1 萬
RMB Capital Management, LLC4,786$34.6 萬
Capital International Sarl4,670$33.7 萬
FFT Wealth Management LLC4,526$32.7 萬
Integral Investment Advisors, Inc.4,450$32.1 萬
Fortress Financial Solutions, LLC4,273$30.9 萬
Confluence Wealth Services, Inc.3,730$30.3 萬
Verity & Verity, LLC3,900$28.2 萬
WoodTrust Financial Corp3,836$27.7 萬
RWM Asset Management, LLC3,795$27.4 萬
Boothbay Fund Management, LLC3,778$27.3 萬
Pinnacle Wealth Planning Services, Inc.3,701$26.7 萬
Jessup Wealth Management, Inc3,698$26.7 萬
Fortress Private Ledger, LLC3,628$26.2 萬
Proequities, Inc.3,145$26.2 萬
Foundry Partners, LLC3,450$24.9 萬
Tucker Asset Management LLC3,402$24.6 萬
Symphony Financial, Ltd. Co.2,995$24.4 萬
Keebeck Alpha, LP3,339$24.1 萬
KDT Advisors, LLC3,310$23.9 萬
Sovran Advisors, LLC3,092$23.2 萬
Bayforest Capital Ltd3,181$23.0 萬
Greenwich Wealth Management LLC3,099$22.4 萬
Watts Gwilliam & Co., LLC2,808$21.8 萬
Virtus Investment Advisers, Inc.3,000$21.7 萬
Obsidian Personal Planning Solutions LLC2,668$21.6 萬
Farmers Trust Co2,930$21.2 萬
Invenio Wealth Partners LLC2,925$21.1 萬
Signature Wealth Management Group2,920$21.1 萬
Coastal Investment Advisors, Inc.2,800$21.0 萬
Stonehearth Capital Management, LLC2,788$20.1 萬

尚未申報 2025 年第 1 季的機構(24 家)

2024 年第 4 季季末持有 Lam Research Corp、還沒有申報 2025 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2024 年第 4 季持有 LRCX、尚未申報 2025 年第 1 季的機構
機構2024 年第 4 季股數2024 年第 4 季市值
Nuveen Asset Management, LLC6,317,540$4.56 億
Swedbank AB3,069,002$2.22 億
Elemental Capital Partners LLC107,140$773.9 萬
Wetherby Asset Management Inc27,321$197.3 萬
Bray Capital Advisors26,751$193.2 萬
Vise Technologies, Inc.21,684$156.6 萬
Lake Street Advisors Group, LLC16,833$122.0 萬
TrinityPoint Wealth, LLC15,722$113.6 萬
Oliver Lagore Vanvalin Investment Group15,477$111.8 萬
Strategic Wealth Partners, Ltd.7,570$63.1 萬
Kolinsky Wealth Management, LLC6,463$46.7 萬
Global Retirement Partners, LLC6,457$46.6 萬
Geller Advisors LLC5,459$39.5 萬
SignalPoint Asset Management, LLC5,313$38.4 萬
Oxford Wealth Group, LLC5,142$37.1 萬
AlphaMark Advisors, LLC4,500$32.5 萬
Zions Bancorporation, N.A.4,191$30.3 萬
Executive Wealth Management, LLC3,935$28.4 萬
Mosley Wealth Management3,598$27.0 萬
Cassady Schiller Wealth Management, LLC1,143$8.26 萬
Householder Group Estate & Retirement Specialist, LLC500$3.60 萬
Sugarloaf Wealth Management, LLC194$1.40 萬
WR Wealth Planners, LLC133$9,607
Legacy Investment Solutions, LLC4$330