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 13F 持有人
Lam Research Corp 在 2025/3/31 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
- 1,802
- 較 2024 年第 4 季 +130 家
- 持有股數
- 10.4 億
- 較 2024 年第 4 季 +1,770 萬 (+1.7%)
- 總市值
- $757.6 億
- 較 2024 年第 4 季 +$15.2 億 (+2.1%)
- 新進機構
- 270
- 另有 741 家加碼
- 清倉機構
- 140
- 另有 549 家減碼
另有 24 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Pacer Advisors, Inc. | 221,015 | $1,607 萬 | 0.04% | +18,655+9.2% | 加碼 |
| Nippon Life Global Investors Americas, Inc. | 213,520 | $1,557 萬 | 0.76% | −42,730−16.7% | 減碼 |
| Utah Retirement Systems | 213,170 | $1,550 萬 | 0.18% | 00.0% | 不變 |
| Quadrature Capital Ltd | 211,646 | $1,538 萬 | 0.34% | −31,608−13.0% | 減碼 |
| Dana Investment Advisors, Inc. | 211,534 | $1,538 萬 | 0.55% | +168,610+392.8% | 加碼 |
| Talos Asset Management LP | 211,000 | $1,534 萬 | 6.50% | +211,000 | 新進 |
| Baker Avenue Asset Management, LP | 209,306 | $1,522 萬 | 0.48% | +4,687+2.3% | 加碼 |
| NEOS Investment Management LLC | 208,525 | $1,516 萬 | 0.29% | +59,098+39.5% | 加碼 |
| Rakuten Investment Management, Inc. | 208,096 | $1,511 萬 | 0.07% | +208,096 | 新進 |
| Acadian Asset Management LLC | 207,086 | $1,505 萬 | 0.04% | +94,763+84.4% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 203,259 | $1,478 萬 | 0.43% | +159,409+363.5% | 加碼 |
| Liontrust Investment Partners LLP | 199,729 | $1,452 萬 | 0.23% | −103,412−34.1% | 減碼 |
| TCW Group Inc | 198,941 | $1,446 萬 | 0.13% | −88,070−30.7% | 減碼 |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 198,607 | $1,444 萬 | 4.21% | +13,284+7.2% | 加碼 |
| Maytus Capital Management, LLC | 197,102 | $1,433 萬 | 4.41% | −2,898−1.4% | 減碼 |
| Banque Pictet & Cie SA | 197,058 | $1,433 萬 | 0.15% | +2,303+1.2% | 加碼 |
| CIBC World Markets Inc. | 194,572 | $1,415 萬 | 0.03% | +10,440+5.7% | 加碼 |
| JustInvest LLC | 193,519 | $1,407 萬 | 0.21% | +29,912+18.3% | 加碼 |
| Point72 (DIFC) Ltd | 191,800 | $1,394 萬 | 1.34% | +47,152+32.6% | 加碼 |
| New York Life Investment Management LLC | 190,786 | $1,387 萬 | 0.14% | −1,614−0.8% | 減碼 |
| Empowered Funds, LLC | 187,472 | $1,363 萬 | 0.19% | +17,833+10.5% | 加碼 |
| Capitolis Liquid Global Markets LLC | 187,000 | $1,359 萬 | 0.12% | +92,000+96.8% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 186,997 | $1,359 萬 | 0.14% | 00.0% | 不變 |
| Ieq Capital, LLC | 185,239 | $1,347 萬 | 0.11% | +32,051+20.9% | 加碼 |
| Ethic Inc. | 183,690 | $1,338 萬 | 0.27% | −4,516−2.4% | 減碼 |
| Mutual of America Capital Management LLC | 183,560 | $1,334 萬 | 0.15% | +183,560 | 新進 |
| Terry L. Blaker | 181,965 | $1,323 萬 | 0.53% | +559+0.3% | 加碼 |
| Shelton Capital Management | 180,368 | $1,311 萬 | 0.31% | −5,628−3.0% | 減碼 |
| Silvercrest Asset Management Group LLC | 178,665 | $1,299 萬 | 0.09% | +1,050+0.6% | 加碼 |
| OP Asset Management Ltd | 174,273 | $1,267 萬 | 0.21% | +174,273 | 新進 |
| Hudson Bay Capital Management LP | 173,648 | $1,262 萬 | 0.08% | +173,648 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 173,651 | $1,262 萬 | 0.04% | −60,025−25.7% | 減碼 |
| Arvest Bank Trust Division | 173,362 | $1,260 萬 | 0.80% | −42,866−19.8% | 減碼 |
| Public Employees Retirement Association of Colorado | 173,010 | $1,258 萬 | 0.05% | −616−0.4% | 減碼 |
| Covington Investment Advisors Inc. | 171,345 | $1,246 萬 | 1.94% | +9,540+5.9% | 加碼 |
| Eldred Rock Partners, LLC | 170,569 | $1,239 萬 | 3.78% | +15,976+10.3% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 168,097 | $1,223 萬 | 0.79% | +27,977+20.0% | 加碼 |
| Linscomb & Williams, Inc. | 167,523 | $1,218 萬 | 0.61% | −3,340−2.0% | 減碼 |
| DeepCurrents Investment Group LLC | 167,361 | $1,217 萬 | 0.42% | +167,361 | 新進 |
| Profund Advisors LLC | 166,416 | $1,210 萬 | 0.53% | −24,639−12.9% | 減碼 |
| J.P. Marvel Investment Advisors, LLC | 164,570 | $1,196 萬 | 2.07% | −135−0.1% | 減碼 |
| Harvest Fund Management Co., Ltd | 163,784 | $1,190 萬 | 0.59% | +43,599+36.3% | 加碼 |
| Louisiana State Employees Retirement System | 162,800 | $1,184 萬 | 0.24% | +162,800 | 新進 |
| Generali Asset Management SPA SGR | 162,504 | $1,181 萬 | 0.29% | −892−0.5% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 161,820 | $1,176 萬 | 0.09% | +36,181+28.8% | 加碼 |
| Hosking Partners LLP | 161,616 | $1,175 萬 | 0.50% | −1,520−0.9% | 減碼 |
| Cozad Asset Management Inc | 161,140 | $1,171 萬 | 1.17% | +7,130+4.6% | 加碼 |
| Jain Global LLC | 161,131 | $1,171 萬 | 0.24% | +43,217+36.7% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 160,822 | $1,169 萬 | 0.42% | +21,362+15.3% | 加碼 |
| Yousif Capital Management, LLC | 160,622 | $1,168 萬 | 0.14% | −2,448−1.5% | 減碼 |
| Fifth Third Bancorp | 157,781 | $1,147 萬 | 0.04% | +2,737+1.8% | 加碼 |
| Benjamin Edwards Inc | 157,309 | $1,144 萬 | 0.16% | +21,823+16.1% | 加碼 |
| Mediolanum International Funds Ltd | 156,804 | $1,139 萬 | 0.16% | −39,398−20.1% | 減碼 |
| Point72 Italy, S.r.l. | 156,046 | $1,134 萬 | 11.17% | +135,737+668.4% | 加碼 |
| CIBC World Markets Corp | 154,972 | $1,127 萬 | 0.09% | −95,945−38.2% | 減碼 |
| Two Sigma Advisers, LP | 154,200 | $1,121 萬 | 0.03% | −3,731,100−96.0% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 153,355 | $1,115 萬 | 0.04% | +22,971+17.6% | 加碼 |
| South Dakota Investment Council | 153,139 | $1,113 萬 | 0.23% | −181−0.1% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 152,329 | $1,107 萬 | 0.11% | +7,484+5.2% | 加碼 |
| Raiffeisen Bank International AG | 151,502 | $1,100 萬 | 0.18% | +27,728+22.4% | 加碼 |
| State of Alaska, Department of Revenue | 150,415 | $1,094 萬 | 0.12% | +3,740+2.5% | 加碼 |
| iA Global Asset Management Inc. | 145,884 | $1,061 萬 | 0.18% | −36,436−20.0% | 減碼 |
| Advisory Services Network, LLC | 145,852 | $1,060 萬 | 0.20% | −18,403−11.2% | 減碼 |
| Headlands Technologies LLC | 145,519 | $1,058 萬 | 1.21% | +84,927+140.2% | 加碼 |
| Nemes Rush Group LLC | 145,355 | $1,057 萬 | 1.34% | +145,355 | 新進 |
| CBOE Vest Financial, LLC | 143,333 | $1,042 萬 | 0.16% | −316,524−68.8% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 141,805 | $1,032 萬 | 0.10% | −162,672−53.4% | 減碼 |
| Tower Bridge Advisors | 141,450 | $1,028 萬 | 1.15% | +102,395+262.2% | 加碼 |
| Kestra Advisory Services, LLC | 140,467 | $1,021 萬 | 0.05% | −7,437−5.0% | 減碼 |
| Wealthfront Advisers LLC | 138,391 | $1,006 萬 | 0.03% | +8,631+6.7% | 加碼 |
| Employees Provident Fund Board | 135,531 | $985.3 萬 | 0.11% | −1,710,447−92.7% | 減碼 |
| Hel Ved Capital Management Ltd | 133,700 | $972.0 萬 | 4.90% | +133,700 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 132,365 | $962.3 萬 | 0.10% | −4,404−3.2% | 減碼 |
| Peregrine Investment Management Inc | 130,630 | $949.7 萬 | 7.09% | +4,980+4.0% | 加碼 |
| Cullen/Frost Bankers, Inc. | 129,699 | $942.9 萬 | 0.13% | +769+0.6% | 加碼 |
| Great Lakes Advisors, LLC | 129,408 | $940.8 萬 | 0.08% | −8,876−6.4% | 減碼 |
| Nilsine Partners, LLC | 128,223 | $932.2 萬 | 1.02% | +9,022+7.6% | 加碼 |
| PGGM Investments | 128,114 | $931.4 萬 | 0.13% | −80,040−38.5% | 減碼 |
| Toroso Investments, LLC | 124,854 | $907.7 萬 | 0.08% | +7,016+6.0% | 加碼 |
| ExodusPoint Capital Management, LP | 124,746 | $906.9 萬 | 0.12% | −80,601−39.3% | 減碼 |
| Crossmark Global Holdings, Inc. | 124,616 | $906.0 萬 | 0.16% | −13,099−9.5% | 減碼 |
| Baker Ellis Asset Management LLC | 124,330 | $903.9 萬 | 1.30% | −660−0.5% | 減碼 |
| Sanctuary Advisors, LLC | 124,107 | $902.3 萬 | 0.06% | −49,780−28.6% | 減碼 |
| Level Four Advisory Services, LLC | 123,616 | $898.7 萬 | 0.37% | +17,174+16.1% | 加碼 |
| Nomura Holdings Inc | 122,811 | $892.8 萬 | 0.05% | +1,250+1.0% | 加碼 |
| MUFG Securities EMEA plc | 121,999 | $886.9 萬 | 0.23% | +64,999+114.0% | 加碼 |
| First Citizens Bank & Trust Co | 121,902 | $886.2 萬 | 0.23% | +39,414+47.8% | 加碼 |
| ASR Vermogensbeheer N.V. | 120,076 | $872.9 萬 | 0.13% | +120,076 | 新進 |
| Apriem Advisors | 119,074 | $865.7 萬 | 1.01% | −10,431−8.1% | 減碼 |
| Financial Counselors Inc | 118,973 | $864.9 萬 | 0.13% | +6,632+5.9% | 加碼 |
| YHB Investment Advisors, Inc. | 113,707 | $826.6 萬 | 0.69% | +113,707 | 新進 |
| HB Wealth Management, LLC | 113,222 | $823.1 萬 | 0.07% | +9,717+9.4% | 加碼 |
| Prudential PLC | 112,081 | $814.8 萬 | 0.04% | −178,508−61.4% | 減碼 |
| Gateway Investment Advisers LLC | 111,495 | $810.6 萬 | 0.09% | +2,102+1.9% | 加碼 |
| Avanza Fonder AB | 108,734 | $802.2 萬 | 0.26% | −14,890−12.0% | 減碼 |
| Oregon Public Employees Retirement Fund | 110,309 | $801.9 萬 | 0.15% | +480.0% | 加碼 |
| Prime Capital Investment Advisors, LLC | 110,138 | $800.7 萬 | 0.09% | +59,869+119.1% | 加碼 |
| Winmill & Co. Inc | 109,000 | $792.4 萬 | 2.41% | 00.0% | 不變 |
| Carderock Capital Management Inc | 108,903 | $791.7 萬 | 2.10% | +2,247+2.1% | 加碼 |
| M&T Bank Corp | 108,450 | $788.4 萬 | 0.03% | −5,116−4.5% | 減碼 |