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 13F 持有人
Lam Research Corp 在 2025/6/30 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
- 1,883
- 較 2025 年第 1 季 +109 家
- 持有股數
- 10.6 億
- 較 2025 年第 1 季 +1,503 萬 (+1.4%)
- 總市值
- $1,027 億
- 較 2025 年第 1 季 +$271.7 億 (+36.0%)
- 新進機構
- 245
- 另有 749 家加碼
- 清倉機構
- 136
- 另有 667 家減碼
另有 28 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Pinebridge Investments, L.P. | 453,746 | $4,417 萬 | 0.36% | −33,809−6.9% | 減碼 |
| Fisher Asset Management, LLC | 449,510 | $4,376 萬 | 0.02% | −469,613−51.1% | 減碼 |
| NewEdge Wealth, LLC | 440,727 | $4,370 萬 | 0.68% | +11,492+2.7% | 加碼 |
| Cerity Partners LLC | 445,467 | $4,336 萬 | 0.08% | +14,519+3.4% | 加碼 |
| Colony Group, LLC | 442,905 | $4,311 萬 | 0.09% | +762+0.2% | 加碼 |
| Nicholas Company, Inc. | 442,540 | $4,308 萬 | 0.72% | 00.0% | 不變 |
| State of New Jersey Common Pension Fund D | 433,369 | $4,218 萬 | 0.16% | −6,944−1.6% | 減碼 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 430,667 | $4,192 萬 | 1.62% | −24,084−5.3% | 減碼 |
| US Bancorp | 413,392 | $4,024 萬 | 0.05% | −24,440−5.6% | 減碼 |
| Clearbridge Investments, LLC | 408,118 | $3,973 萬 | 0.03% | −365,266−47.2% | 減碼 |
| Teacher Retirement System of Texas | 405,538 | $3,948 萬 | 0.17% | −225,167−35.7% | 減碼 |
| Forsta Ap-Fonden | 401,300 | $3,906 萬 | 0.26% | +2,500+0.6% | 加碼 |
| Appaloosa LP大師阿帕盧薩 | 400,000 | $3,894 萬 | 0.60% | −100,000−20.0% | 減碼 |
| CIBC Asset Management Inc | 397,326 | $3,868 萬 | 0.12% | −18,844−4.5% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 396,172 | $3,856 萬 | 0.22% | −31,754−7.4% | 減碼 |
| MetLife Investment Management | 384,122 | $3,739 萬 | 0.22% | −5,294−1.4% | 減碼 |
| Public Sector Pension Investment Board | 382,203 | $3,720 萬 | 0.16% | −459,575−54.6% | 減碼 |
| State of Tennessee, Treasury Department | 379,646 | $3,695 萬 | 0.13% | −83,423−18.0% | 減碼 |
| State of Michigan Retirement System | 377,100 | $3,671 萬 | 0.19% | +700+0.2% | 加碼 |
| Arizona State Retirement System | 375,079 | $3,651 萬 | 0.21% | −2,454−0.7% | 減碼 |
| Cetera Investment Advisers | 371,749 | $3,619 萬 | 0.06% | +18,157+5.1% | 加碼 |
| British Columbia Investment Management Corp | 371,139 | $3,613 萬 | 0.21% | −44,103−10.6% | 減碼 |
| Ceredex Value Advisors LLC | 371,127 | $3,613 萬 | 0.78% | −542,489−59.4% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 365,060 | $3,554 萬 | 0.33% | +58,500+19.1% | 加碼 |
| Lido Advisors, LLC | 361,014 | $3,521 萬 | 0.18% | +86,524+31.5% | 加碼 |
| Xponance, Inc. | 355,459 | $3,460 萬 | 0.29% | +8,432+2.4% | 加碼 |
| Janney Montgomery Scott LLC | 351,493 | $3,421 萬 | 0.09% | −103,431−22.7% | 減碼 |
| Two Sigma Advisers, LP | 343,400 | $3,343 萬 | 0.07% | +189,200+122.7% | 加碼 |
| NEOS Investment Management LLC | 341,035 | $3,320 萬 | 0.41% | +132,510+63.5% | 加碼 |
| Empire Life Investments Inc. | 336,138 | $3,272 萬 | 2.08% | +53,897+19.1% | 加碼 |
| Trybe Capital Management LP | 336,041 | $3,271 萬 | 7.98% | +336,041 | 新進 |
| Calamos Advisors LLC | 335,595 | $3,267 萬 | 0.14% | +171+0.1% | 加碼 |
| Spinecap SAS | 332,999 | $3,241 萬 | 16.87% | +332,999 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 321,491 | $3,177 萬 | 0.05% | +21,298+7.1% | 加碼 |
| AustralianSuper Pty Ltd | 324,996 | $3,164 萬 | 0.16% | +324,996 | 新進 |
| Harbor Island Capital LLC | 324,475 | $3,158 萬 | 14.82% | −30,645−8.6% | 減碼 |
| Burney Co | 324,314 | $3,157 萬 | 1.07% | +30,436+10.4% | 加碼 |
| Crestwood Advisors Group LLC | 322,659 | $3,141 萬 | 0.56% | −16,909−5.0% | 減碼 |
| Nearwater Capital Markets, Ltd | 320,000 | $3,115 萬 | 0.50% | +320,000 | 新進 |
| 1832 Asset Management L.P. | 319,218 | $3,107 萬 | 0.05% | +271,901+574.6% | 加碼 |
| Federated Hermes, Inc. | 317,034 | $3,086 萬 | 0.06% | −273,816−46.3% | 減碼 |
| Neville Rodie & Shaw Inc | 314,442 | $3,061 萬 | 2.27% | −8,250−2.6% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 313,711 | $3,054 萬 | 0.16% | +20,154+6.9% | 加碼 |
| Czech National Bank | 312,661 | $3,043 萬 | 0.24% | +17,824+6.0% | 加碼 |
| Dana Investment Advisors, Inc. | 304,407 | $2,963 萬 | 0.98% | +92,873+43.9% | 加碼 |
| Two Sigma Investments, LP | 303,888 | $2,958 萬 | 0.05% | +47,229+18.4% | 加碼 |
| Daiwa Securities Group Inc. | 298,003 | $2,901 萬 | 0.11% | +7,389+2.5% | 加碼 |
| Meridiem Capital Partners LP | 296,553 | $2,887 萬 | 2.08% | +227,877+331.8% | 加碼 |
| McGuire Investment Group, LLC | 295,928 | $2,881 萬 | 3.68% | +1,447+0.5% | 加碼 |
| Williams Jones Wealth Management, LLC. | 294,764 | $2,869 萬 | 0.34% | +994+0.3% | 加碼 |
| Vontobel Holding Ltd. | 291,124 | $2,834 萬 | 0.09% | −48,841−14.4% | 減碼 |
| Aquatic Capital Management LLC | 284,732 | $2,772 萬 | 0.56% | +284,732 | 新進 |
| Adams Diversified Equity Fund, Inc. | 283,900 | $2,763 萬 | 0.99% | 00.0% | 不變 |
| Summit Street Capital Management, LLC | 283,423 | $2,759 萬 | 4.55% | −14,220−4.8% | 減碼 |
| Rockefeller Capital Management L.P. | 280,872 | $2,734 萬 | 0.06% | +32,107+12.9% | 加碼 |
| Talos Asset Management LP | 279,834 | $2,724 萬 | 6.53% | +68,834+32.6% | 加碼 |
| Amalgamated Bank | 278,323 | $2,709 萬 | 0.21% | +5,710+2.1% | 加碼 |
| CBOE Vest Financial, LLC | 277,326 | $2,699 萬 | 0.38% | +133,993+93.5% | 加碼 |
| Retirement Systems of Alabama | 274,474 | $2,672 萬 | 0.10% | −1,372−0.5% | 減碼 |
| Assetmark, Inc | 269,937 | $2,628 萬 | 0.06% | −98,706−26.8% | 減碼 |
| Moneta Group Investment Advisors LLC | 266,621 | $2,595 萬 | 0.31% | −2,273−0.8% | 減碼 |
| Wealth Architects, LLC | 263,334 | $2,563 萬 | 2.60% | −989−0.4% | 減碼 |
| CIBC World Markets Inc. | 263,166 | $2,562 萬 | 0.06% | +68,594+35.3% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 263,089 | $2,561 萬 | 1.38% | +1310.0% | 加碼 |
| Empowered Funds, LLC | 261,016 | $2,541 萬 | 0.29% | +73,544+39.2% | 加碼 |
| Pathstone Holdings, LLC | 256,016 | $2,514 萬 | 0.10% | −12,254−4.6% | 減碼 |
| IFM Investors Pty Ltd | 255,545 | $2,487 萬 | 0.24% | +6,495+2.6% | 加碼 |
| Braun Stacey Associates Inc | 254,993 | $2,482 萬 | 0.90% | −44,555−14.9% | 減碼 |
| GF Fund Management Co. Ltd. | 254,752 | $2,480 萬 | 0.50% | +6,459+2.6% | 加碼 |
| Advisor Group Holdings, Inc. | 258,806 | $2,470 萬 | 0.04% | +19,495+8.1% | 加碼 |
| CIBC World Markets Corp | 252,268 | $2,456 萬 | 0.16% | +97,296+62.8% | 加碼 |
| Penserra Capital Management LLC | 250,963 | $2,443 萬 | 0.34% | +5,713+2.3% | 加碼 |
| Capco Asset Management, LLC | 249,290 | $2,427 萬 | 5.10% | −508−0.2% | 減碼 |
| Verition Fund Management LLC | 246,944 | $2,404 萬 | 0.14% | −426,555−63.3% | 減碼 |
| UniSuper Management Pty Ltd | 246,761 | $2,402 萬 | 0.16% | −9,755−3.8% | 減碼 |
| Silvercrest Asset Management Group LLC | 245,421 | $2,389 萬 | 0.16% | +66,756+37.4% | 加碼 |
| Allspring Global Investments Holdings, LLC | 246,691 | $2,388 萬 | 0.04% | +19,007+8.3% | 加碼 |
| Comerica Bank | 244,627 | $2,381 萬 | 0.09% | −3,532−1.4% | 減碼 |
| Gradient Investments LLC | 244,452 | $2,379 萬 | 0.44% | +10,427+4.5% | 加碼 |
| Ci Investments Inc. | 239,560 | $2,332 萬 | 0.09% | +337+0.1% | 加碼 |
| Foster Victor Wealth Advisors, LLC | 233,152 | $2,327 萬 | 1.58% | −26,417−10.2% | 減碼 |
| Huntington National Bank | 238,154 | $2,318 萬 | 0.15% | −14,013−5.6% | 減碼 |
| Varma Mutual Pension Insurance Co | 238,030 | $2,317 萬 | 0.17% | −16,300−6.4% | 減碼 |
| Four Tree Island Advisory LLC | 234,544 | $2,283 萬 | 16.06% | −20,822−8.2% | 減碼 |
| Phoenix Holdings Ltd. | 231,346 | $2,255 萬 | 0.30% | −20,131−8.0% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 231,458 | $2,253 萬 | 0.08% | +4,412+1.9% | 加碼 |
| USS Investment Management Ltd | 228,909 | $2,228 萬 | 0.14% | +2,273+1.0% | 加碼 |
| Zacks Investment Management | 228,497 | $2,224 萬 | 0.19% | +217,803+2,036.7% | 加碼 |
| Lazard Asset Management LLC | 227,086 | $2,210 萬 | 0.03% | −140−0.1% | 減碼 |
| Nippon Life Global Investors Americas, Inc. | 226,140 | $2,206 萬 | 0.97% | +12,620+5.9% | 加碼 |
| Macquarie Group Ltd | 222,091 | $2,162 萬 | 0.03% | −16,601−7.0% | 減碼 |
| Pacer Advisors, Inc. | 220,953 | $2,151 萬 | 0.05% | −620.0% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 220,493 | $2,146 萬 | 0.61% | +17,234+8.5% | 加碼 |
| Manchester Global Management (UK) Ltd | 220,436 | $2,146 萬 | 3.09% | +220,436 | 新進 |
| Caxton Associates LLP | 219,048 | $2,132 萬 | 0.55% | +215,762+6,566.1% | 加碼 |
| Polar Asset Management Partners Inc. | 218,970 | $2,131 萬 | 0.53% | +218,970 | 新進 |
| Oddo BHF Asset Management SAS | 218,287 | $2,125 萬 | 0.81% | −7,646−3.4% | 減碼 |
| Point72 (DIFC) Ltd | 218,100 | $2,123 萬 | 1.69% | +26,300+13.7% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 217,038 | $2,118 萬 | 0.47% | −4,388−2.0% | 減碼 |
| Utah Retirement Systems | 211,522 | $2,059 萬 | 0.22% | −1,648−0.8% | 減碼 |