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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 2 季與 2025 年第 1 季比較

持有 Lam Research Corp 的機構從 2025 年第 1 季到 2025 年第 2 季的變化。

2025 年第 2 季全部持有人2025 年第 1 季全部持有人

LRCX 的 13F 持有人:2025 年第 1 季與 2025 年第 2 季比較
項目2025 年第 1 季其中尚未申報 2025 年第 2 季2025 年第 2 季變化
持有家數1,801281,882+109
股數10.4 億266.7 萬10.6 億+1,503 萬 (+1.4%)
市值$757.6 億$1.94 億$1,027 億+$271.7 億 (+36.0%)

28 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(245 家)

2025 年第 2 季季末持有 Lam Research Corp、2025 年第 1 季季末沒有持有的機構。

依市值列出前 100 家,共 245 家。

2025 年第 2 季新進 LRCX 的機構
機構股數市值佔組合 %
Swedbank AB3,142,714$3.06 億0.34%
Polar Capital Holdings Plc1,391,611$1.35 億0.71%
Arrowstreet Capital, Limited Partnership1,286,887$1.25 億0.09%
Glenmede Investment Management, LP885,080$8,615 萬0.44%
Atalanta Sosnoff Capital, LLC672,351$6,545 萬1.33%
Driehaus Capital Management LLC575,535$5,602 萬0.45%
Junto Capital Management LP490,491$4,774 萬1.01%
Trybe Capital Management LP336,041$3,271 萬7.98%
Spinecap SAS332,999$3,241 萬16.87%
AustralianSuper Pty Ltd324,996$3,164 萬0.16%
Nearwater Capital Markets, Ltd320,000$3,115 萬0.50%
Aquatic Capital Management LLC284,732$2,772 萬0.56%
Manchester Global Management (UK) Ltd220,436$2,146 萬3.09%
Polar Asset Management Partners Inc.218,970$2,131 萬0.53%
Paradiem, LLC205,809$2,003 萬5.06%
Genus Capital Management Inc.148,720$1,448 萬1.84%
Midwest Trust Co121,059$1,178 萬0.16%
Moore Capital Management, LP101,500$988.0 萬0.20%
Fiera Capital Corp94,653$921.4 萬0.03%
Mizuho Securities USA LLC88,401$860.5 萬0.18%
Northwest Bancshares, Inc.70,862$689.8 萬1.20%
Heartland Advisors Inc69,803$679.5 萬0.38%
Zweig-DiMenna Associates LLC62,672$610.0 萬0.63%
Simplicity Wealth,LLC62,314$606.6 萬0.25%
MASTERINVEST Kapitalanlage GmbH62,009$603.6 萬0.63%
Westerkirk Capital Inc.47,617$463.5 萬0.57%
Employees Retirement System of Texas47,384$461.2 萬0.04%
Vise Technologies, Inc.45,206$440.0 萬0.18%
BLI - Banque de Luxembourg Investments43,700$424.7 萬0.12%
Farmers Trust Co43,574$424.1 萬0.79%
Summit Trail Advisors, LLC38,963$380.2 萬0.07%
Barometer Capital Management Inc.38,260$372.4 萬1.03%
Shoker Investment Counsel, Inc.33,093$322.1 萬1.01%
BDF-Gestion30,154$293.5 萬0.33%
Artemis Wealth Advisors, LLC30,000$292.0 萬0.50%
J. Stern & Co. LLP35,475$287.6 萬0.25%
Qsemble Capital Management, LP29,470$286.9 萬0.27%
Boston Private Wealth LLC28,255$275.0 萬0.15%
Advyzon Investment Management, LLC28,239$274.9 萬0.61%
WealthShield Partners, LLC27,458$267.3 萬0.32%
Wetherby Asset Management Inc27,081$263.6 萬0.12%
Camarda Financial Advisors, LLC26,688$259.8 萬1.02%
Meitav Dash Investments Ltd25,536$248.6 萬0.04%
Connective Portfolio Management, LLC25,000$243.3 萬5.21%
Krilogy Financial LLC21,217$206.5 萬0.12%
Canada Post Corp Registered Pension Plan21,200$206.4 萬0.12%
L2 Asset Management, LLC20,129$195.9 萬0.32%
Sora Investors LLC20,001$194.7 萬0.18%
Paradigm Asset Management Co LLC19,600$190.8 萬0.47%
Global Retirement Partners, LLC18,472$179.8 萬0.04%
Arista Wealth Management, LLC17,661$171.9 萬0.24%
National Wealth Management Group, LLC17,412$169.5 萬0.95%
Capstone Wealth Management Group LLC16,402$159.7 萬1.16%
Goelzer Investment Management, Inc.15,953$155.3 萬0.09%
Intellectus Partners, LLC15,677$153.0 萬0.33%
Sand Hill Global Advisors, LLC15,260$148.5 萬0.06%
KRS Capital Management, LLC14,498$141.1 萬0.94%
AlphaStar Capital Management, LLC14,204$138.3 萬0.10%
Impax Asset Management Group plc12,813$124.7 萬0.01%
Financiere des Professionnels - Fonds d,investissement inc.12,636$123.0 萬0.07%
Ausdal Financial Partners, Inc.12,408$120.8 萬0.08%
LOM Asset Management Ltd12,256$119.3 萬0.40%
Accurate Wealth Management, LLC11,504$116.2 萬0.18%
Archford Capital Strategies, LLC11,100$108.0 萬0.14%
Strathmore Capital Advisors, Inc.9,778$97.6 萬0.43%
Oliver Lagore Vanvalin Investment Group13,278$96.5 萬0.38%
Gsa Capital Partners LLP9,324$90.8 萬0.06%
Vista Investment Partners LLC9,177$89.3 萬0.26%
Inscription Capital, LLC8,823$85.9 萬0.12%
Private Wealth Partners, LLC8,705$84.7 萬0.07%
Lingohr & Partner Asset Management GmbH8,622$83.9 萬1.52%
Volterra Technologies LP8,131$79.1 萬1.07%
Martingale Asset Management L P8,056$78.4 萬0.02%
Octahedron Capital Management L.P.8,000$77.9 萬0.59%
Strategic Wealth Partners, Ltd.7,880$76.7 萬0.06%
Fulcrum Asset Management LLP7,405$72.1 萬0.21%
Stevens Capital Management LP7,081$68.9 萬0.19%
Militia Capital Partners, LP7,000$68.1 萬0.32%
Sender Co & Partners, Inc.6,931$67.5 萬0.19%
Whalen Wealth Management Inc.6,626$64.5 萬0.40%
Carnegie Capital Asset Management, LLC6,566$63.9 萬0.01%
RMB Capital Management, LLC6,523$63.6 萬0.01%
Cove Private Wealth, LLC5,760$56.1 萬0.20%
Axq Capital, LP5,676$55.3 萬0.18%
Menard Financial Group LLC5,325$51.8 萬0.31%
Lighthouse Investment Partners, LLC5,166$50.3 萬0.02%
IPG Investment Advisors LLC4,980$48.5 萬0.09%
Vestmark Advisory Solutions, Inc.4,962$48.3 萬0.01%
Lewis Asset Management, LLC4,856$47.3 萬0.22%
Banque Transatlantique SA4,750$46.2 萬0.01%
Clear Harbor Asset Management, LLC4,494$43.7 萬0.03%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors4,475$43.6 萬0.06%
Principal Street Partners, LLC4,252$41.4 萬0.04%
Rydar Equities, Inc.4,185$40.7 萬0.32%
Tactive Advisors, LLC4,180$40.7 萬0.13%
TCG Advisory Services, LLC4,162$40.5 萬0.01%
Horizon Bancorp Inc4,000$38.9 萬0.20%
King Wealth4,000$38.9 萬0.05%
Sterling Investment Advisors, Ltd.3,991$38.9 萬0.09%
Symphony Financial, Ltd. Co.4,098$38.5 萬0.05%

清倉機構(136 家)

2025 年第 1 季季末持有 Lam Research Corp、2025 年第 2 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 136 家。

2025 年第 2 季清倉 LRCX 的機構
機構2025 年第 1 季股數2025 年第 1 季市值
Woodline Partners LP1,980,610$1.44 億
Achmea Investment Management B.V.844,023$6,136 萬
Westfield Capital Management Co LP736,520$5,354 萬
HRT Financial LP479,318$3,485 萬
Qube Research & Technologies Ltd425,921$3,096 萬
D1 Capital Partners L.P.大師D1 資本403,000$2,930 萬
Corebridge Financial, Inc.398,454$2,897 萬
Maplelane Capital, LLC371,000$2,697 萬
Tudor Investment Corp Et Al304,505$2,214 萬
Cincinnati Financial Corp277,240$2,016 萬
Quadrature Capital Ltd211,646$1,538 萬
Hudson Bay Capital Management LP173,648$1,262 萬
DeepCurrents Investment Group LLC167,361$1,217 萬
PGGM Investments128,114$931.4 萬
Financial Counselors Inc118,973$864.9 萬
Mirae Asset Securities (USA) Inc.100,252$728.8 萬
Twinbeech Capital LP77,959$566.8 萬
Bayesian Capital Management, LP72,348$526.0 萬
Nutshell Asset Management Ltd56,000$407.1 萬
Valliance Asset Management Ltd50,000$363.5 萬
Soros Capital Management LLC47,314$344.0 萬
Neo Ivy Capital Management46,592$338.7 萬
Aigen Investment Management, LP45,492$330.7 萬
TrimTabs Asset Management, LLC42,615$309.8 萬
Sanders Morris Harris LLC42,420$308.9 萬
Aster Capital Management (DIFC) Ltd39,953$306.6 萬
Group One Trading, L.P.41,747$303.5 萬
Mirabella Financial Services LLP40,827$297.3 萬
Laurion Capital Management LP33,419$243.0 萬
Rule One Partners, LLC32,000$232.6 萬
L & S Advisors Inc31,704$230.5 萬
United Services Automobile Association30,155$219.0 萬
Paragon Advisors, LLC28,645$208.2 萬
Greater Midwest Financial Group, LLC25,045$182.1 萬
Keystone Investors Pte Ltd24,718$179.7 萬
Wolverine Asset Management LLC23,332$169.6 萬
Abc Arbitrage SA21,549$156.7 萬
PDT Partners, LLC21,234$154.4 萬
CenterStar Asset Management, LLC20,917$152.4 萬
Cutter & CO Brokerage, Inc.20,342$147.9 萬
Little House Capital LLC19,199$139.6 萬
Capital Investment Counsel, Inc18,380$133.6 萬
Highview Capital Management LLC16,831$122.4 萬
Signal Advisors Wealth, LLC16,262$118.2 萬
Alta Wealth Advisors LLC15,845$115.2 萬
Econ Financial Services Corp15,447$112.3 萬
IMC-Chicago, LLC14,405$104.7 萬
Dynamic Technology Lab Private Ltd14,394$104.6 萬
Integrity Alliance, LLC.13,102$95.2 萬
Fairbanks Capital Management, Inc.12,951$94.2 萬
Advisor Resource Council13,366$94.0 萬
PEAK6 LLC12,520$91.0 萬
HAP Trading, LLC12,467$90.6 萬
Goodman Advisory Group, LLC11,731$85.3 萬
Nebula Research & Development LLC11,227$81.6 萬
Simon Quick Advisors, LLC11,212$81.5 萬
Crew Capital Management, Ltd.11,134$80.9 萬
Grant Private Wealth Management Inc10,960$79.7 萬
Scientech Research LLC10,312$75.0 萬
Hillsdale Investment Management Inc.10,220$74.3 萬
Cito Capital Group, LLC10,100$73.7 萬
Burford Brothers, Inc.9,459$68.8 萬
Tyche Wealth Partners LLC8,912$64.8 萬
Catalyst Funds Management Pty Ltd8,640$62.8 萬
Legacy Advisors, LLC9,721$61.8 萬
ISAM Funds (UK) Ltd8,273$60.1 萬
Transcend Wealth Collective, LLC8,065$58.6 萬
Pathway Financial Advisors LLC7,850$57.1 萬
Centiva Capital, LP7,846$57.0 萬
Teza Capital Management LLC6,732$48.9 萬
Readystate Asset Management LP6,639$48.3 萬
Transatlantique Private Wealth LLC6,444$46.8 萬
Lifeworks Advisors, LLC6,372$46.3 萬
Two Sigma Securities, LLC6,224$45.2 萬
Sciencast Management LP6,121$44.5 萬
Aft, Forsyth & Company, Inc.5,403$39.3 萬
CSS LLC5,334$38.8 萬
Arrowpoint Investment Partners (Singapore) Pte. Ltd.5,100$37.1 萬
Capula Management Ltd5,070$36.9 萬
Sumitomo Mitsui Financial Group, Inc.4,750$34.5 萬
Caitlin John, LLC4,742$34.5 萬
Tennessee Valley Asset Management Partners4,205$30.6 萬
Legacy Wealth Management, LLC3,980$28.9 萬
Fieldview Capital Management, LLC3,898$28.3 萬
Benchmark Financial Wealth Advisors, LLC3,687$26.8 萬
Rockland Trust Co3,560$25.9 萬
Capital Wealth Planning, LLC3,505$25.5 萬
Hexagon Capital Partners LLC3,487$25.4 萬
R Squared Ltd3,450$25.1 萬
Connor, Clark & Lunn Investment Management Ltd.3,367$24.5 萬
Verus Capital Partners, LLC3,314$24.1 萬
Indie Asset Partners, LLC3,262$23.7 萬
First Foundation Advisors3,233$23.5 萬
Smith Thornton Advisors LLC3,200$23.3 萬
Main Street Financial Solutions, LLC3,114$22.6 萬
Oak Thistle LLC3,086$22.4 萬
Osborne Partners Capital Management, LLC3,071$22.3 萬
CMT Capital Markets Trading GmbH3,031$22.0 萬
PharVision Advisers, LLC3,002$21.8 萬
Builder Investment Group Inc3,000$21.8 萬

尚未申報 2025 年第 2 季的機構(28 家)

2025 年第 1 季季末持有 Lam Research Corp、還沒有申報 2025 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 1 季持有 LRCX、尚未申報 2025 年第 2 季的機構
機構2025 年第 1 季股數2025 年第 1 季市值
Glenmede Trust Co NA873,998$6,354 萬
Kodai Capital Management LP505,987$3,679 萬
Credit Agricole S A282,475$2,054 萬
Transform Wealth, LLC237,423$1,732 萬
Rakuten Investment Management, Inc.208,096$1,511 萬
Mizuho Securities USA LLC102,783$747.2 萬
CCM Investment Group, LLC68,739$499.1 萬
Orion Portfolio Solutions, LLC58,104$422.4 萬
Roanoke Asset Management Corp52,170$379.3 萬
Unigestion Holding SA48,928$355.7 萬
CAPROCK Group, Inc.47,580$347.0 萬
Cable Hill Partners, LLC47,884$343.2 萬
Impact Asset Management GmbH27,920$203.0 萬
Sheaff Brock Investment Advisors, LLC21,483$156.2 萬
Pinpoint Asset Management Ltd18,084$131.5 萬
Montecito Bank & Trust9,791$71.2 萬
Lindbrook Capital, LLC9,538$69.3 萬
Schechter Investment Advisors, LLC9,444$68.7 萬
Benchmark Investment Advisors LLC9,426$68.5 萬
Delta Financial Group, Inc.5,501$42.9 萬
Callan Capital, LLC5,271$38.3 萬
Selway Asset Management5,000$36.4 萬
Marcum Wealth, LLC3,721$27.1 萬
Regent Peak Wealth Advisors LLC3,071$22.3 萬
Monterey Private Wealth, Inc.2,995$21.8 萬
Sandy Spring Bank1,178$8.56 萬
Noble Wealth Management PBC70$5,089
Spectrum Wealth Counsel, LLC4$291