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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 3 季與 2025 年第 2 季比較

持有 Lam Research Corp 的機構從 2025 年第 2 季到 2025 年第 3 季的變化。

2025 年第 3 季全部持有人2025 年第 2 季全部持有人

LRCX 的 13F 持有人:2025 年第 2 季與 2025 年第 3 季比較
項目2025 年第 2 季其中尚未申報 2025 年第 3 季2025 年第 3 季變化
持有家數1,883322,111+260
股數10.6 億2,049 萬10.2 億−1,668 萬 (−1.6%)
市值$1,027 億$19.9 億$1,365 億+$357.2 億 (+35.5%)

32 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 季:沒申報不算清倉,所以變化不計入它們。

新進機構(352 家)

2025 年第 3 季季末持有 Lam Research Corp、2025 年第 2 季季末沒有持有的機構。

依市值列出前 100 家,共 352 家。

2025 年第 3 季新進 LRCX 的機構
機構股數市值佔組合 %
AXA Investment Managers S.A.776,141$1.04 億0.28%
Credit Agricole S A534,727$7,160 萬0.24%
Woodline Partners LP428,638$5,739 萬0.27%
Aspex Management (HK) Ltd399,641$5,351 萬1.14%
CIBC Bancorp USA Inc.221,433$2,965 萬0.18%
CloudAlpha Capital Management Limited/Hong Kong210,200$2,815 萬2.53%
Connor, Clark & Lunn Investment Management Ltd.199,238$2,668 萬0.08%
Munich Reinsurance Co Stock Corp in Munich196,091$2,626 萬0.66%
Hudson Bay Capital Management LP174,700$2,339 萬0.14%
Sustainable Insight Capital Management, LLC169,480$2,269 萬7.13%
Kames Capital plc157,045$2,102 萬0.25%
Mizuho Markets Americas LLC134,000$1,794 萬0.38%
Weiss Asset Management LP130,150$1,743 萬0.25%
J. Goldman & Co LP124,164$1,663 萬0.63%
TruWealth Advisors, LLC117,446$1,573 萬0.79%
Parkwood LLC104,015$1,393 萬1.36%
Teamwork Financial Advisors, LLC102,144$1,368 萬1.49%
Synergy Financial Management, LLC101,581$1,360 萬0.49%
NatWest Group plc94,825$1,270 萬3.14%
Maplelane Capital, LLC92,000$1,232 萬0.59%
Ravenswood Partners LP75,636$1,013 萬3.20%
Trivest Advisors Ltd75,000$1,004 萬0.32%
Tredje AP-fonden70,981$950.4 萬0.08%
Stanley-Laman Group, Ltd.65,637$878.9 萬1.26%
Boothbay Fund Management, LLC64,659$865.8 萬0.22%
Strategic Global Advisors, LLC63,578$851.3 萬1.29%
HRT Financial LP50,048$670.1 萬0.02%
Elemental Capital Partners LLC48,500$649.4 萬3.67%
Entropy Technologies, LP45,295$606.5 萬0.45%
Sanders Morris Harris LLC42,420$568.0 萬0.75%
Greenland Capital Management LP41,225$552.0 萬0.81%
Mubadala Investment Co PJSC41,003$549.0 萬0.03%
BNC Wealth Management, LLC40,756$545.7 萬1.38%
University of Texas/Texas Am Investment Managment Co40,526$542.6 萬0.79%
CAPROCK Group, Inc.53,117$532.0 萬0.13%
Wakefield Asset Management LLLP36,041$482.7 萬1.32%
Sciencast Management LP33,787$452.4 萬0.85%
Rakuten Investment Management, Inc.36,997$422.6 萬0.02%
Alight Capital Management LP30,000$401.7 萬0.96%
BCJ Capital Management, LLC28,246$378.2 萬0.23%
Mizuho Markets Cayman LP28,135$376.7 萬0.32%
Cincinnati Specialty Underwriters Insurance CO27,830$372.6 萬0.87%
Telemark Asset Management, LLC25,000$334.8 萬0.32%
Night Squared LP23,936$320.5 萬1.16%
J. Safra Sarasin Holding AG22,652$303.3 萬0.05%
Aigen Investment Management, LP22,507$301.4 萬0.47%
Generali Investments, Management Co LLC22,396$299.9 萬0.63%
Vivid Wealth Management, LLC22,263$298.1 萬1.18%
Benchmark Investment Advisors LLC20,972$280.8 萬1.63%
Donoghue Forlines LLC20,267$271.4 萬0.84%
Clear Street Group Inc.20,077$268.8 萬0.01%
Peregrine Asset Advisers, Inc.20,044$268.4 萬0.80%
Torrey Growth & Income Advisors18,900$253.1 萬0.74%
Virtus Investment Advisers, Inc.18,581$248.8 萬0.71%
ISAM Funds (UK) Ltd18,094$242.3 萬0.50%
AMF Pensionsforsakring AB17,916$239.9 萬0.02%
CenterBook Partners LP17,649$236.3 萬0.12%
Capital Investment Counsel, Inc16,754$224.3 萬0.27%
Optimas Capital Ltd15,200$203.5 萬1.29%
KLCM Advisors, Inc.15,097$202.1 萬0.20%
Dymon Asia Capital (Singapore) Pte. Ltd.14,915$199.7 萬0.80%
Greater Midwest Financial Group, LLC14,061$188.3 萬1.22%
Wright Investors Service Inc13,789$184.6 萬0.53%
Fedenia Advisers LLC13,705$183.5 萬0.73%
Neo Ivy Capital Management13,510$180.9 萬0.44%
Catalyst Funds Management Pty Ltd13,500$180.8 萬0.27%
Alta Wealth Advisors LLC13,066$175.0 萬0.63%
Portus Wealth Advisors, LLC12,383$165.8 萬1.65%
Worth Asset Management, LLC11,770$157.6 萬0.71%
RiverFront Investment Group, LLC11,654$156.0 萬0.03%
Main Management ETF Advisors, LLC11,625$155.7 萬0.06%
Impact Partnership Wealth, LLC11,605$155.4 萬0.23%
Kepler Cheuvreux (Suisse) SA11,476$153.7 萬0.08%
Oak Thistle LLC11,247$150.6 萬0.23%
Montecito Bank & Trust10,852$145.3 萬0.23%
Two Sigma Securities, LLC10,822$144.9 萬0.21%
Oxford Asset Management LLP10,392$139.1 萬0.46%
Grant Private Wealth Management Inc10,110$135.4 萬0.84%
Encompass More Asset Management9,753$130.6 萬0.25%
Coastal Investment Advisors, Inc.9,465$126.7 萬0.42%
Redwood Investment Management, LLC9,459$126.7 萬0.14%
Investment Research Partners LLC7,804$125.4 萬0.56%
Grimes & Company, Inc.9,356$125.3 萬0.03%
Hillsdale Investment Management Inc.9,180$122.9 萬0.04%
SMART Wealth LLC8,937$119.7 萬0.45%
ZEGA Investments, LLC8,765$117.4 萬0.27%
Wallace Hart LLC8,671$116.1 萬0.85%
One Capital Management, LLC8,384$112.3 萬0.04%
Twin Capital Management Inc8,206$109.9 萬0.14%
Goodman Advisory Group, LLC8,038$107.6 萬0.27%
Caerus Investment Advisors, LLC8,005$107.2 萬0.44%
Tairen Capital Ltd7,350$98.4 萬0.11%
Empirical Asset Management, LLC7,319$98.0 萬0.27%
Integrity Alliance, LLC.7,262$97.2 萬0.05%
Copeland Capital Management, LLC7,216$96.6 萬0.02%
Level Financial Advisors, Inc.7,116$95.3 萬0.27%
Bayforest Capital Ltd7,049$94.4 萬0.45%
Astoria Portfolio Advisors LLC.6,607$94.2 萬0.25%
Fieldview Capital Management, LLC6,695$89.6 萬0.15%
Unique Wealth Strategies, LLC6,664$89.2 萬0.35%

清倉機構(92 家)

2025 年第 2 季季末持有 Lam Research Corp、2025 年第 3 季有申報但已經沒有持有的機構。

2025 年第 3 季清倉 LRCX 的機構
機構2025 年第 2 季股數2025 年第 2 季市值
AXA S.A.793,787$7,727 萬
Junto Capital Management LP490,491$4,774 萬
Meridiem Capital Partners LP296,553$2,887 萬
Talos Asset Management LP279,834$2,724 萬
Point72 (DIFC) Ltd218,100$2,123 萬
Distillate Capital Partners LLC201,166$1,958 萬
Davidson Kempner Capital Management LP200,000$1,947 萬
Bowie Capital Management, LLC126,003$1,227 萬
YHB Investment Advisors, Inc.113,424$1,104 萬
Moore Capital Management, LP101,500$988.0 萬
Point72 Italy, S.r.l.90,473$880.7 萬
Cinctive Capital Management LP80,539$784.0 萬
Point72 Europe (London) LLP47,400$461.4 萬
Summit Partners Public Asset Management, LLC46,500$452.6 萬
Headlands Technologies LLC42,433$413.0 萬
Secure Asset Management, LLC31,162$303.3 萬
Concentric Capital Strategies, LP30,298$294.9 萬
Qsemble Capital Management, LP29,470$286.9 萬
Intact Investment Management Inc.29,200$284.2 萬
Hel Ved Capital Management Ltd28,450$276.9 萬
Connective Portfolio Management, LLC25,000$243.3 萬
Mach-1 Financial Group, Inc.22,267$216.7 萬
TCW Group Inc21,376$208.1 萬
Sora Investors LLC20,001$194.7 萬
KRS Capital Management, LLC14,498$141.1 萬
AlphaStar Capital Management, LLC14,204$138.3 萬
Milestone Asset Management, LLC13,443$130.9 萬
ICONIQ Capital, LLC12,426$121.0 萬
Capstone Investment Advisors, LLC10,238$99.7 萬
WealthPlan Investment Management, LLC9,825$95.6 萬
Vista Investment Partners LLC9,177$89.3 萬
Tounjian Advisory Partners, LLC11,862$86.2 萬
Eqis Capital Management, Inc.8,430$82.1 萬
Octahedron Capital Management L.P.8,000$77.9 萬
New England Research & Management, Inc.7,850$76.4 萬
Financial Advocates Investment Management7,409$72.1 萬
Stevens Capital Management LP7,081$68.9 萬
Sender Co & Partners, Inc.6,931$67.5 萬
Investment Counsel Co of Nevada6,742$65.6 萬
Whalen Wealth Management Inc.6,626$64.5 萬
Sather Financial Group Inc5,043$49.1 萬
Maxele Advisors, LLC4,960$48.3 萬
Banque Transatlantique SA4,750$46.2 萬
ASB Consultores, LLC4,543$44.2 萬
Horizon Bancorp Inc4,000$38.9 萬
Corton Capital Inc.3,846$37.4 萬
Delta Investment Management, LLC3,783$36.8 萬
Wexford Capital LP3,603$35.1 萬
Wealthquest Corp3,564$34.7 萬
Equitable Trust Co3,449$33.6 萬
MBB Public Markets I LLC3,321$32.3 萬
Gitterman Wealth Management, LLC3,219$31.3 萬
Texas Bank & Trust Co2,970$28.9 萬
Milestone Resources Group Ltd2,890$28.1 萬
Maven Securities LTD2,643$25.7 萬
CFC Planning Co LLC2,412$23.5 萬
Blueshift Asset Management, LLC2,376$23.1 萬
Virtue Capital Management, LLC2,374$23.1 萬
Stonegate Investment Group, LLC2,272$22.1 萬
Sterling Financial Planning, Inc.2,220$21.6 萬
Successful Portfolios LLC2,110$20.5 萬
Traub Capital Management LLC1,986$19.3 萬
Park Square Financial Group, LLC1,582$15.4 萬
Hennessy Advisors Inc1,469$14.3 萬
Atticus Wealth Management, LLC1,215$11.8 萬
Sierra Ocean, LLC1,002$9.75 萬
NewSquare Capital LLC930$9.05 萬
Twin Peaks Wealth Advisors, LLC644$6.78 萬
Opal Wealth Advisors, LLC576$5.61 萬
Putney Financial Group LLC500$4.87 萬
Stephens Consulting, LLC462$4.50 萬
Strategic Wealth Designers300$2.92 萬
Evelyn Partners Asset Management Ltd270$2.63 萬
WS Portfolio Advisory, LLC250$2.43 萬
Maseco LLP160$1.56 萬
Missouri Trust & Investment Co160$1.56 萬
Total Investment Management Inc151$1.47 萬
WealthTrak Capital Management LLC150$1.46 萬
Rexford Capital Inc100$9,734
Access Investment Management LLC99$9,637
Richardson Capital Management LLC91$8,820
Olistico Wealth, LLC90$8,761
Arcadia Investment Management Corp80$7,788
GFG Capital, LLC75$7,300
MorganRosel Wealth Management, LLC70$6,814
Legend Financial Advisors, Inc.70$6,814
Bellwether Advisors, LLC70$6,814
Cooksen Wealth, LLC50$4,867
Morton Brown Family Wealth, LLC47$4,575
Indiana Trust & Investment Management CO41$3,991
Riggs Asset Managment Co. Inc.24$2,337
LFA - Lugano Financial Advisors SA10$973

尚未申報 2025 年第 3 季的機構(32 家)

2025 年第 2 季季末持有 Lam Research Corp、還沒有申報 2025 年第 3 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 2 季持有 LRCX、尚未申報 2025 年第 3 季的機構
機構2025 年第 2 季股數2025 年第 2 季市值
Norges Bank19,463,578$18.9 億
CIBC World Markets Corp252,268$2,456 萬
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH220,493$2,146 萬
Financial Partners Group, LLC87,517$851.9 萬
Savoie Capital LLC74,400$724.2 萬
Avantax Advisory Services, Inc.57,832$562.9 萬
E Fund Management Co., Ltd.53,695$522.7 萬
EP Wealth Advisors, LLC46,721$454.8 萬
Atria Wealth Solutions, Inc.45,077$440.3 萬
Congress Wealth Management LLC31,103$302.8 萬
Exchange Capital Management, Inc.27,541$268.1 萬
Atlas Capital Advisors LLC25,500$248.2 萬
Keudell/Morrison Wealth Management20,525$199.8 萬
SRN Advisors, LLC11,251$109.5 萬
Family Firm, Inc.10,808$105.2 萬
Oliver Lagore Vanvalin Investment Group13,278$96.5 萬
Graypoint LLC8,829$85.9 萬
Forte Capital LLC7,515$73.2 萬
Wealth Group, Ltd.6,389$62.2 萬
Tyler-Stone Wealth Management4,432$43.1 萬
Bordeaux Wealth Advisors LLC4,399$42.8 萬
Grassi Investment Management3,800$37.0 萬
Scott Marsh Financial, LLC3,404$33.1 萬
Schnieders Capital Management LLC3,060$29.8 萬
First Horizon Advisors, Inc.2,833$27.6 萬
DHK Financial Advisors, Inc.2,767$27.0 萬
Enterprise Bank & Trust Co2,640$25.7 萬
Union Savings Bank985$9.34 萬
Centricity Wealth Management, LLC50$4,867
Iron Horse Wealth Management, LLC40$3,894
Parkworth Wealth Management, Inc.32$3,115
Omnitrust Wealth Management, Inc824–