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 |
|---|---|---|---|---|---|
| Banco Santander, S.A. | 210,443 | $2,048 萬 | 0.19% | −16,457−7.3% | 減碼 |
| Paradiem, LLC | 205,809 | $2,003 萬 | 5.06% | +205,809 | 新進 |
| Baker Avenue Asset Management, LP | 204,749 | $1,993 萬 | 0.57% | −4,557−2.2% | 減碼 |
| Walleye Capital LLC | 203,196 | $1,978 萬 | 0.18% | −160,151−44.1% | 減碼 |
| JustInvest LLC | 202,727 | $1,973 萬 | 0.22% | +9,208+4.8% | 加碼 |
| Distillate Capital Partners LLC | 201,166 | $1,958 萬 | 1.05% | −93,971−31.8% | 減碼 |
| Davidson Kempner Capital Management LP | 200,000 | $1,947 萬 | 0.30% | −50,000−20.0% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 194,171 | $1,890 萬 | 0.18% | +7,174+3.8% | 加碼 |
| Trexquant Investment LP | 193,032 | $1,879 萬 | 0.21% | −525,378−73.1% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 192,618 | $1,875 萬 | 0.18% | +60,253+45.5% | 加碼 |
| New York Life Investment Management LLC | 192,258 | $1,871 萬 | 0.18% | +1,472+0.8% | 加碼 |
| Ethic Inc. | 187,307 | $1,821 萬 | 0.33% | +3,617+2.0% | 加碼 |
| Squarepoint Ops LLC | 184,991 | $1,801 萬 | 0.04% | −127,640−40.8% | 減碼 |
| Ieq Capital, LLC | 182,546 | $1,777 萬 | 0.11% | −2,693−1.5% | 減碼 |
| Banque Pictet & Cie SA | 182,486 | $1,776 萬 | 0.18% | −14,572−7.4% | 減碼 |
| Schonfeld Strategic Advisors LLC | 180,407 | $1,756 萬 | 0.13% | −690,968−79.3% | 減碼 |
| Mutual of America Capital Management LLC | 180,391 | $1,756 萬 | 0.19% | −3,169−1.7% | 減碼 |
| Toroso Investments, LLC | 179,755 | $1,750 萬 | 0.11% | +54,901+44.0% | 加碼 |
| OP Asset Management Ltd | 177,070 | $1,724 萬 | 0.25% | +2,797+1.6% | 加碼 |
| Shelton Capital Management | 175,361 | $1,707 萬 | 0.39% | −5,007−2.8% | 減碼 |
| Profund Advisors LLC | 174,980 | $1,703 萬 | 0.61% | +8,564+5.1% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 172,525 | $1,679 萬 | 0.15% | +30,720+21.7% | 加碼 |
| Mediolanum International Funds Ltd | 172,688 | $1,679 萬 | 0.20% | +15,884+10.1% | 加碼 |
| Covington Investment Advisors Inc. | 172,355 | $1,678 萬 | 2.40% | +1,010+0.6% | 加碼 |
| Cozad Asset Management Inc | 171,090 | $1,665 萬 | 1.46% | +9,950+6.2% | 加碼 |
| Public Employees Retirement Association of Colorado | 168,753 | $1,643 萬 | 0.06% | −4,257−2.5% | 減碼 |
| Linscomb & Williams, Inc. | 167,083 | $1,626 萬 | 0.75% | −440−0.3% | 減碼 |
| Raiffeisen Bank International AG | 168,621 | $1,619 萬 | 0.24% | +17,119+11.3% | 加碼 |
| D. E. Shaw & Co., Inc. | 165,815 | $1,614 萬 | 0.02% | −135,081−44.9% | 減碼 |
| Coldstream Capital Management Inc | 164,770 | $1,605 萬 | 0.26% | +83,292+102.2% | 加碼 |
| J.P. Marvel Investment Advisors, LLC | 164,520 | $1,601 萬 | 2.58% | −500.0% | 減碼 |
| LMR Partners LLP | 164,500 | $1,601 萬 | 0.25% | −60,778−27.0% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 164,490 | $1,601 萬 | 0.05% | −9,161−5.3% | 減碼 |
| Eldred Rock Partners, LLC | 161,946 | $1,576 萬 | 4.79% | −8,623−5.1% | 減碼 |
| Louisiana State Employees Retirement System | 161,000 | $1,567 萬 | 0.28% | −1,800−1.1% | 減碼 |
| Science & Technology Partners, L.P. | 161,000 | $1,567 萬 | 4.11% | +64,950+67.6% | 加碼 |
| Benjamin Edwards Inc | 160,459 | $1,562 萬 | 0.20% | +3,150+2.0% | 加碼 |
| Hosking Partners LLP | 160,298 | $1,560 萬 | 0.62% | −1,318−0.8% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 159,564 | $1,553 萬 | 0.11% | −2,256−1.4% | 減碼 |
| Van Hulzen Asset Management, LLC | 158,943 | $1,547 萬 | 1.29% | +102,553+181.9% | 加碼 |
| Yousif Capital Management, LLC | 158,816 | $1,546 萬 | 0.17% | −1,806−1.1% | 減碼 |
| Lombard Odier Asset Management (Europe) Ltd | 158,512 | $1,543 萬 | 1.11% | +113,586+252.8% | 加碼 |
| Advisory Services Network, LLC | 162,346 | $1,540 萬 | 0.25% | +16,494+11.3% | 加碼 |
| Terry L. Blaker | 157,273 | $1,531 萬 | 0.59% | −24,692−13.6% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 155,078 | $1,510 萬 | 0.14% | +2,749+1.8% | 加碼 |
| Nemes Rush Group LLC | 154,980 | $1,509 萬 | 1.64% | +9,625+6.6% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 154,694 | $1,506 萬 | 0.06% | +1,339+0.9% | 加碼 |
| Fifth Third Bancorp | 153,605 | $1,495 萬 | 0.05% | −4,176−2.6% | 減碼 |
| South Dakota Investment Council | 153,139 | $1,491 萬 | 0.29% | 00.0% | 不變 |
| Vinva Investment Management Ltd | 152,849 | $1,486 萬 | 0.40% | +56,281+58.3% | 加碼 |
| Kestra Advisory Services, LLC | 152,233 | $1,482 萬 | 0.07% | +11,766+8.4% | 加碼 |
| Genus Capital Management Inc. | 148,720 | $1,448 萬 | 1.84% | +148,720 | 新進 |
| iA Global Asset Management Inc. | 146,206 | $1,423 萬 | 0.21% | +322+0.2% | 加碼 |
| Federation des caisses Desjardins du Quebec | 145,461 | $1,416 萬 | 0.06% | −134,965−48.1% | 減碼 |
| GAM Holding AG | 144,036 | $1,402 萬 | 0.99% | +37,341+35.0% | 加碼 |
| State of Alaska, Department of Revenue | 143,800 | $1,400 萬 | 0.15% | −6,615−4.4% | 減碼 |
| MML Investors Services, LLC | 143,045 | $1,392 萬 | 0.04% | +45,528+46.7% | 加碼 |
| Tower Bridge Advisors | 138,551 | $1,349 萬 | 1.45% | −2,899−2.0% | 減碼 |
| Employees Provident Fund Board | 135,000 | $1,314 萬 | 0.11% | −531−0.4% | 減碼 |
| Level Four Advisory Services, LLC | 134,432 | $1,309 萬 | 0.48% | +10,816+8.7% | 加碼 |
| Twin Tree Management, LP | 133,846 | $1,303 萬 | 0.33% | −193,841−59.2% | 減碼 |
| Sanctuary Advisors, LLC | 131,129 | $1,276 萬 | 0.08% | +7,022+5.7% | 加碼 |
| Harber Asset Management LLC | 130,796 | $1,273 萬 | 4.10% | +43,046+49.1% | 加碼 |
| Cullen/Frost Bankers, Inc. | 130,061 | $1,266 萬 | 0.16% | +362+0.3% | 加碼 |
| First Citizens Bank & Trust Co | 130,025 | $1,266 萬 | 0.23% | +8,123+6.7% | 加碼 |
| Maytus Capital Management, LLC | 126,698 | $1,233 萬 | 2.27% | −70,404−35.7% | 減碼 |
| Bowie Capital Management, LLC | 126,003 | $1,227 萬 | 0.58% | +69,123+121.5% | 加碼 |
| Thrivent Financial for Lutherans | 125,693 | $1,224 萬 | 0.03% | +28,716+29.6% | 加碼 |
| Arvest Bank Trust Division | 125,434 | $1,221 萬 | 0.71% | −47,928−27.6% | 減碼 |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 123,952 | $1,207 萬 | 3.20% | −74,655−37.6% | 減碼 |
| HB Wealth Management, LLC | 123,574 | $1,203 萬 | 0.10% | +10,352+9.1% | 加碼 |
| Harvest Fund Management Co., Ltd | 123,398 | $1,201 萬 | 0.57% | −40,386−24.7% | 減碼 |
| Great Lakes Advisors, LLC | 123,088 | $1,198 萬 | 0.10% | −6,320−4.9% | 減碼 |
| Baker Ellis Asset Management LLC | 122,905 | $1,196 萬 | 1.64% | −1,425−1.1% | 減碼 |
| Midwest Trust Co | 121,059 | $1,178 萬 | 0.16% | +121,059 | 新進 |
| Gateway Investment Advisers LLC | 120,637 | $1,174 萬 | 0.13% | +9,142+8.2% | 加碼 |
| Graham Capital Management, L.P. | 120,407 | $1,172 萬 | 0.36% | +25,314+26.6% | 加碼 |
| Wealthfront Advisers LLC | 120,036 | $1,168 萬 | 0.03% | −18,355−13.3% | 減碼 |
| ASR Vermogensbeheer N.V. | 119,625 | $1,164 萬 | 0.15% | −451−0.4% | 減碼 |
| Brevan Howard Capital Management LP | 118,725 | $1,156 萬 | 0.13% | +13,315+12.6% | 加碼 |
| Black Creek Investment Management Inc. | 118,269 | $1,151 萬 | 0.53% | +92,488+358.7% | 加碼 |
| Carderock Capital Management Inc | 118,243 | $1,151 萬 | 2.95% | +9,340+8.6% | 加碼 |
| Seizert Capital Partners, LLC | 118,191 | $1,150 萬 | 0.51% | +22,305+23.3% | 加碼 |
| Balyasny Asset Management LLC | 116,233 | $1,131 萬 | 0.03% | −1,303,498−91.8% | 減碼 |
| Generali Asset Management SPA SGR | 114,369 | $1,113 萬 | 0.25% | −48,135−29.6% | 減碼 |
| Crossmark Global Holdings, Inc. | 114,247 | $1,112 萬 | 0.18% | −10,369−8.3% | 減碼 |
| Avanza Fonder AB | 114,219 | $1,112 萬 | 0.33% | +5,485+5.0% | 加碼 |
| YHB Investment Advisors, Inc. | 113,424 | $1,104 萬 | 0.85% | −283−0.2% | 減碼 |
| Oregon Public Employees Retirement Fund | 110,509 | $1,076 萬 | 0.19% | +200+0.2% | 加碼 |
| GDS Wealth Management | 110,215 | $1,073 萬 | 0.78% | +32,930+42.6% | 加碼 |
| Winmill & Co. Inc | 109,000 | $1,061 萬 | 2.95% | 00.0% | 不變 |
| Nilsine Partners, LLC | 108,770 | $1,059 萬 | 1.07% | −19,453−15.2% | 減碼 |
| Investment Management Corp of Ontario | 108,638 | $1,057 萬 | 0.15% | +51,555+90.3% | 加碼 |
| Viking Fund Management LLC | 107,000 | $1,042 萬 | 1.43% | 00.0% | 不變 |
| Insight Wealth Strategies, LLC | 107,553 | $1,041 萬 | 1.32% | +1,782+1.7% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 106,350 | $1,037 萬 | 0.47% | +27,700+35.2% | 加碼 |
| Norinchukin Bank, The | 106,000 | $1,032 萬 | 0.15% | +4,271+4.2% | 加碼 |
| D.A. Davidson & Co. | 105,407 | $1,026 萬 | 0.07% | +2,405+2.3% | 加碼 |
| Systematic Alpha Investments, LLC | 104,381 | $1,016 萬 | 0.36% | +10.0% | 加碼 |
| Jackson Wealth Management, LLC | 102,259 | $995.4 萬 | 1.08% | −794−0.8% | 減碼 |