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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 4 季與 2025 年第 3 季比較

持有 Lam Research Corp 的機構從 2025 年第 3 季到 2025 年第 4 季的變化。

2025 年第 4 季全部持有人2025 年第 3 季全部持有人

LRCX 的 13F 持有人:2025 年第 3 季與 2025 年第 4 季比較
項目2025 年第 3 季其中尚未申報 2025 年第 4 季2025 年第 4 季變化
持有家數2,110492,395+334
股數10.2 億334.3 萬10.8 億+6,141 萬 (+6.0%)
市值$1,365 億$4.48 億$1,839 億+$478.6 億 (+35.2%)

49 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(459 家)

2025 年第 4 季季末持有 Lam Research Corp、2025 年第 3 季季末沒有持有的機構。

依市值列出前 100 家,共 459 家。

2025 年第 4 季新進 LRCX 的機構
機構股數市值佔組合 %
Norges Bank21,295,871$36.5 億0.39%
Cincinnati Insurance Co2,492,110$4.27 億6.52%
Eurizon Capital SGR S.p.A.1,300,500$2.23 億0.69%
Railway Pension Investments Ltd1,041,500$1.78 億2.09%
PFA Pension, Forsikringsaktieselskab993,955$1.73 億0.49%
Mariner Investment Group LLC736,000$1.26 億7.39%
Achmea Investment Management B.V.691,532$1.18 億3.02%
Actiam N.V.678,052$1.16 億1.17%
Glenmede Trust Co NA601,530$1.03 億0.49%
PBU - The Pension Fund of Early Childhood & Youth Educators574,700$9,838 萬1.42%
Pinebridge Investments LLC412,987$7,070 萬0.52%
Cincinnati Financial Corp277,240$4,746 萬0.93%
Qube Research & Technologies Ltd272,628$4,667 萬0.07%
PensionDanmark Pensionsforsikringsaktieselskab247,756$4,241 萬0.39%
CIBC World Markets Corp247,408$4,235 萬0.21%
Defiance ETFs, LLC237,367$4,125 萬1.35%
Discovery Capital Management, LLC151,900$2,600 萬1.41%
Arbejdsmarkedets Tillaegspension140,275$2,401 萬0.61%
Summit Partners Public Asset Management, LLC132,000$2,260 萬0.64%
NLB Skladi, upravljanje premozenja, d.o.o.116,515$1,995 萬0.91%
YHB Investment Advisors, Inc.109,904$1,881 萬1.30%
TrimTabs Asset Management, LLC104,730$1,793 萬2.34%
Concentric Capital Strategies, LP101,760$1,742 萬0.90%
Davidson Kempner Capital Management LP100,000$1,712 萬0.25%
Rheos Capital Works Inc.99,500$1,703 萬1.09%
Miller Capital Partners, Inc.98,001$1,678 萬8.56%
Point72 Asset Management, L.P.96,015$1,644 萬0.03%
MidFirst Bank94,537$1,618 萬1.29%
PEAK6 LLC89,733$1,536 萬0.42%
Picton Mahoney Asset Management79,491$1,361 萬0.15%
Rokos Capital Management LLP78,481$1,343 萬0.20%
Robinhood Asset Management, LLC77,400$1,325 萬1.06%
KKM Financial LLC75,048$1,285 萬2.28%
EFG International AG70,779$1,211 萬0.23%
Blue Sparrow, LLC70,400$1,205 萬0.23%
Eurizon SLJ Capital Ltd67,386$1,154 萬4.57%
Westwood Holdings Group Inc.66,491$1,138 萬0.09%
Laird Norton Trust Company, LLC59,844$1,026 萬0.21%
Moore Capital Management, LP59,425$1,017 萬0.21%
L & S Advisors Inc55,266$946.0 萬0.87%
Fideuram - Intesa Sanpaolo Private Banking S.P.A.52,765$903.2 萬0.32%
Acumen Wealth Advisors, LLC51,051$875.2 萬2.52%
EP Wealth Advisors, LLC46,722$799.8 萬0.04%
Axecap Investments, LLC46,588$797.5 萬4.92%
Cavalier Investments, LLC45,459$778.2 萬2.42%
North Dakota State Investment Board43,864$750.9 萬0.28%
Pincus Capital Management, LP42,972$735.6 萬4.91%
Evolve Private Wealth, LLC41,550$712.3 萬0.42%
Birchview Capital, LP40,329$690.4 萬4.04%
Simplex Trading, LLC35,760$612.1 萬0.17%
Secure Asset Management, LLC32,004$547.8 萬0.86%
NWK Group, Inc.31,305$535.9 萬1.86%
E20 Capital Ltd30,282$518.4 萬1.87%
Loup Funds, LLC29,822$510.5 萬1.49%
Fideuram Asset Management (Ireland) dac58,623$504.1 萬0.40%
Genesis Financial Group, LLC28,363$485.5 萬2.82%
Hel Ved Capital Management Ltd27,274$466.9 萬1.61%
Decker Retirement Planning Inc.27,136$464.5 萬2.31%
Pinkerton Retirement Specialists, LLC26,047$445.9 萬0.46%
OpenArc Corporate Advisory, LLC26,031$445.6 萬0.07%
Decision Investments, Inc25,858$442.6 萬4.84%
Triasima Portfolio Management inc.25,753$440.8 萬0.66%
Emmett Investment Management, LP23,550$435.8 萬3.36%
Group One Trading, L.P.25,341$433.8 萬0.13%
Gunderson Capital Management Inc.23,054$394.6 萬1.78%
Keudell/Morrison Wealth Management20,753$355.2 萬0.75%
Pinnacle Financial Partners, Inc.20,564$352.0 萬0.03%
Atlas Capital Advisors LLC20,204$345.9 萬0.39%
TCW Group Inc19,745$338.0 萬0.02%
Bridgeway Capital Management, LLC18,800$321.8 萬0.07%
Keating Financial Advisory Services, Inc.18,256$312.5 萬0.42%
Passumpsic Savings Bank18,237$312.2 萬1.71%
Nomura Asset Management International Inc.18,232$312.1 萬0.00%
Goldstream Capital Management Ltd17,908$306.5 萬1.26%
Consolidated Capital Management, LLC17,723$303.4 萬0.92%
Milestone Asset Management, LLC16,046$274.7 萬0.52%
Verdad Advisers, LP15,471$264.8 萬3.03%
Frec Markets, Inc.15,206$260.3 萬0.76%
PCM Encore, LLC15,057$257.7 萬0.55%
Coastwise Capital Group, LLC15,000$256.8 萬1.28%
Parkway Wealth Management Group, LLC14,824$253.8 萬0.34%
Snowwater Investment Partners, LLC14,632$250.9 萬2.31%
KRS Capital Management, LLC14,475$247.8 萬1.43%
Reflection Asset Management14,302$244.8 萬1.74%
Dara Capital US, Inc.14,063$240.7 萬2.13%
LGT Group Foundation13,783$239.5 萬0.03%
Lighthouse Financial Services Inc13,726$235.0 萬0.54%
McLaughlin Asset Management, Inc.13,524$231.5 萬2.07%
Exit Wealth Advisors, LLC.13,176$225.5 萬1.33%
Tounjian Advisory Partners, LLC12,848$219.9 萬0.74%
Myriad Asset Management Advisors LLC12,760$218.4 萬0.67%
Henson-Edgewater Management, LLC12,269$210.0 萬1.24%
SG Trading Solutions, LLC12,049$206.3 萬0.48%
Elevated Private Wealth, LLC11,215$192.0 萬2.00%
Ark Wealth Advisors LLC11,165$191.1 萬2.06%
Paloma Partners Management Co11,000$188.3 萬0.65%
USA Financial Portformulas Corp10,539$180.4 萬0.33%
Hilton Head Capital Partners, LLC10,493$179.6 萬1.05%
Limestone Investment Advisors LP10,417$178.3 萬1.21%
Bannerstone Capital Management, LLC10,077$172.5 萬1.65%

清倉機構(125 家)

2025 年第 3 季季末持有 Lam Research Corp、2025 年第 4 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 125 家。

2025 年第 4 季清倉 LRCX 的機構
機構2025 年第 3 季股數2025 年第 3 季市值
DJE Kapital AG1,294,931$1.26 億
Teewinot Capital Advisers, L.L.C.601,195$8,050 萬
Empowered Funds, LLC552,202$7,394 萬
Aspex Management (HK) Ltd399,641$5,351 萬
Voloridge Investment Management, LLC364,324$4,878 萬
Skye Global Management LP342,000$4,579 萬
Ceredex Value Advisors LLC314,949$4,217 萬
Trexquant Investment LP314,095$4,206 萬
Spinecap SAS265,049$3,549 萬
Hudson Bay Capital Management LP174,700$2,339 萬
Aquatic Capital Management LLC169,799$2,274 萬
Oddo BHF Asset Management SAS125,552$1,681 萬
Vinva Investment Management Ltd128,092$1,679 萬
GAM Holding AG120,436$1,613 萬
SummitTX Capital, L.P.83,501$1,118 萬
Employees Provident Fund Board75,000$1,004 萬
Occudo Quantitative Strategies LP70,563$944.8 萬
Brevan Howard Capital Management LP67,703$906.5 萬
Caxton Associates LLP67,229$900.2 萬
Park Avenue Securities LLC66,389$888.9 萬
Maytus Capital Management, LLC64,034$857.4 萬
APG Asset Management US Inc.49,925$712.9 萬
NJ State Employees Deferred Compensation Plan52,960$709.1 萬
Twin Tree Management, LP52,132$698.0 萬
Sanders Morris Harris LLC42,420$568.0 萬
Peregrine Investment Management Inc42,080$563.5 萬
Lombard Odier Asset Management (Europe) Ltd39,227$560.6 萬
Mubadala Investment Co PJSC41,003$549.0 萬
Ossiam35,910$480.8 萬
Volterra Technologies LP34,993$468.6 萬
Mizuho Markets Cayman LP28,135$376.7 萬
Meitav Dash Investments Ltd25,283$338.5 萬
Consolidated Portfolio Review Corp24,434$327.2 萬
Runnymede Capital Advisors, Inc.22,750$304.6 萬
Aigen Investment Management, LP22,507$301.4 萬
Winton Group Ltd22,438$300.4 萬
WBI Investments21,051$281.9 萬
Peregrine Asset Advisers, Inc.20,044$268.4 萬
Brighton Jones LLC19,287$258.2 萬
NorthRock Partners, LLC19,173$256.7 萬
ISAM Funds (UK) Ltd18,094$242.3 萬
Strengthening Families & Communities, LLC17,627$234.6 萬
Graham Capital Management, L.P.16,982$227.4 萬
Caption Management, LLC16,000$214.2 萬
Optimas Capital Ltd15,200$203.5 萬
Dymon Asia Capital (Singapore) Pte. Ltd.14,915$199.7 萬
Pitcairn Co12,774$171.0 萬
Koss-Olinger Consulting, LLC15,659$152.4 萬
Oak Thistle LLC11,247$150.6 萬
Oxford Asset Management LLP10,392$139.1 萬
Encompass More Asset Management9,753$130.6 萬
Davis Investment Partners, LLC8,000$114.2 萬
T. Rowe Price Investment Management, Inc.8,005$107.2 萬
Tairen Capital Ltd7,350$98.4 萬
Empirical Asset Management, LLC7,319$98.0 萬
Roberts Capital Advisors, LLC7,115$95.3 萬
Fieldview Capital Management, LLC6,695$89.6 萬
Inceptionr LLC6,553$87.7 萬
Panoramic Capital, LLC5,000$67.0 萬
Summit Wealth Group LLC2,055$61.0 萬
Sand Hill Global Advisors, LLC4,265$57.1 萬
Semanteon Capital Management, LP4,242$56.8 萬
LVM Capital Management Ltd4,230$56.6 萬
Numerai GP LLC4,196$56.2 萬
Stoneridge Investment Partners LLC4,088$54.7 萬
Burns Matteson Capital Management, LLC4,069$54.5 萬
Quantessence Capital LLC3,875$51.9 萬
MQS Management LLC3,859$51.7 萬
R Squared Ltd3,634$48.7 萬
EHP Funds Inc.3,600$48.2 萬
Kingsman Wealth Management, Inc.3,600$48.2 萬
Campbell & CO Investment Adviser LLC3,407$45.6 萬
OneAscent Wealth Management LLC3,328$44.6 萬
Axq Capital, LP3,256$43.6 萬
CTC Alternative Strategies, Ltd.2,900$38.8 萬
EntryPoint Capital, LLC2,746$36.8 萬
von Borstel & Associates, Inc.2,080$34.6 萬
Harvest Investment Services, LLC2,190$29.3 萬
PharVision Advisers, LLC2,116$28.3 萬
Cascades Capital Asset Management, LLC2,098$28.1 萬
Money Concepts Capital Corp1,960$26.2 萬
SIH Partners, LLLP1,952$26.1 萬
Fox Run Management, L.L.C.1,943$26.0 萬
Andina Capital Management, LLC1,933$25.9 萬
Alpha Wealth Funds, LLC2,000$25.0 萬
Beirne Wealth Consulting Services, LLC1,814$24.4 萬
Hobbs Wealth Management, LLC1,820$24.4 萬
Howe & Rusling Inc1,796$24.1 萬
STAR Financial Bank3,140$24.0 萬
Center For Asset Management LLC1,773$23.7 萬
Capula Management Ltd1,678$22.5 萬
Humankind Investments LLC1,675$22.4 萬
Copley Financial Group, Inc.1,610$21.6 萬
Rockbridge Investment Management, LCC1,590$21.3 萬
Central Asset Investments & Management Holdings (HK) Ltd1,550$20.8 萬
Paradice Investment Management LLC1,524$20.4 萬
IMPACTfolio, LLC1,520$20.4 萬
Lighthouse Investment Partners, LLC1,510$20.2 萬
Logan Capital Management Inc1,021$13.7 萬
Itau Unibanco Holding S.A.1,018$13.6 萬

尚未申報 2025 年第 4 季的機構(49 家)

2025 年第 3 季季末持有 Lam Research Corp、還沒有申報 2025 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 3 季持有 LRCX、尚未申報 2025 年第 4 季的機構
機構2025 年第 3 季股數2025 年第 3 季市值
Glenmede Investment Management, LP817,043$1.09 億
AXA Investment Managers S.A.776,141$1.04 億
Pinebridge Investments, L.P.601,857$8,059 萬
Aware Super Pty Ltd as trustee of Aware Super465,301$6,230 萬
CIBC Bancorp USA Inc.221,433$2,965 萬
Marshall & Sullivan Inc62,111$831.7 萬
EFG Asset Management (North America) Corp.61,272$820.2 萬
Bristlecone Advisors, LLC39,304$526.3 萬
Bard Financial Services, Inc.33,750$451.9 萬
Wolverine Trading, LLC30,883$404.8 萬
Wetherby Asset Management Inc28,101$376.3 萬
Benchmark Investment Advisors LLC20,972$280.8 萬
Lindenwold Advisors18,196$243.6 萬
Shell Asset Management Co17,520$234.6 萬
Synovus Financial Corp15,979$214.0 萬
FCG Investment Co15,737$210.7 萬
Gries Financial LLC12,656$169.5 萬
Optimum Investment Advisors9,700$129.9 萬
Creekmur Asset Management LLC8,497$113.8 萬
Texas Capital Bancshares Inc7,513$100.6 萬
Ridgewood Investments LLC7,409$99.2 萬
Financial Advisors, LLC6,662$89.2 萬
Lingohr & Partner Asset Management GmbH6,355$85.1 萬
First Affirmative Financial Network6,087$81.5 萬
Amica Retiree Medical Trust5,741$76.9 萬
1858 Wealth Management, LLC5,061$67.8 萬
Full Sail Capital, LLC4,714$63.1 萬
Pinnacle Financial Partners Inc4,619$61.8 萬
Eisler Capital Management Ltd.4,012$52.8 萬
Sonora Investment Management Group, LLC3,337$44.7 萬
Brass Tax Wealth Management, Inc3,310$44.3 萬
Obsidian Personal Planning Solutions LLC2,711$42.7 萬
Watts Gwilliam & Co., LLC2,448$32.8 萬
Country Club Bank2,500$32.8 萬
West Oak Capital, LLC2,250$30.1 萬
Defined Financial Planning LLC1,697$24.2 萬
Hemington Wealth Management1,731$23.1 萬
Aletheian Wealth Advisors LLC1,667$22.3 萬
Wealthstream Advisors, Inc.1,656$22.2 萬
Moloney Securities Asset Management, LLC1,507$20.2 萬
Abich Financial Wealth Management LLC1,208$16.2 萬
FSA Wealth Management LLC796$10.7 萬
AllSquare Wealth Management LLC764$10.2 萬
Promus Capital, LLC699$9.36 萬
Binnacle Investments Inc146$1.95 萬
Lowe Wealth Advisors, LLC122$1.63 萬
Guerra Advisors Inc96$1.28 萬
Pineridge Advisors LLC39$5,229
WFA Asset Management Corp87–