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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。

2026 年第 1 季與 2025 年第 4 季比較

持有 Lam Research Corp 的機構從 2025 年第 4 季到 2026 年第 1 季的變化。

2026 年第 1 季全部持有人2025 年第 4 季全部持有人

LRCX 的 13F 持有人:2025 年第 4 季與 2026 年第 1 季比較
項目2025 年第 4 季其中尚未申報 2026 年第 1 季2026 年第 1 季變化
持有家數2,395412,651+297
股數10.8 億1.54 億10.4 億+1.17 億 (+12.6%)
市值$1,839 億$263.5 億$2,213 億+$637.8 億 (+40.5%)

41 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(402 家)

2026 年第 1 季季末持有 Lam Research Corp、2025 年第 4 季季末沒有持有的機構。

依市值列出前 100 家,共 402 家。

2026 年第 1 季新進 LRCX 的機構
機構股數市值佔組合 %
Vanguard Capital Management LLC81,155,744$173.4 億0.43%
Vanguard Portfolio Management LLC37,060,963$79.2 億0.41%
Vanguard Fiduciary Trust Co7,207,173$15.4 億0.39%
Vanguard Global Advisers, LLC2,740,832$5.86 億0.31%
Vanguard Asset Management, Ltd2,182,915$4.66 億0.40%
Polen Capital Management LLC1,054,495$2.25 億1.56%
CIBC Bancorp USA Inc.959,217$2.05 億0.28%
Whale Rock Capital Management LLC957,877$2.05 億2.64%
Temasek Holdings (Private) Ltd760,335$1.62 億0.55%
Sands Capital Management, LLC755,222$1.61 億0.63%
Vanguard Investments Australia, Ltd.626,554$1.34 億0.39%
Voloridge Investment Management, LLC608,317$1.30 億0.52%
Anther Capital Ltd513,407$1.10 億2.87%
Sculptor Capital LP449,000$9,593 萬1.08%
SEB Asset Management AB443,913$9,485 萬0.41%
DJE Kapital AG440,002$9,183 萬2.03%
Cartenna Capital, LP365,000$7,799 萬3.40%
Empowered Funds, LLC350,156$7,481 萬0.48%
Aware Super Pty Ltd as trustee of Aware Super280,695$5,997 萬0.91%
Seven Grand Managers, LLC264,000$5,641 萬3.77%
Quadrature Capital Ltd191,901$4,100 萬0.49%
Tudor Investment Corp Et Al188,579$4,029 萬0.22%
Hamilton Capital Partners Inc.175,415$3,748 萬1.26%
Ardmore Road Asset Management LP175,000$3,739 萬2.46%
Vinva Investment Management Ltd182,047$3,640 萬0.45%
Junto Capital Management LP166,072$3,548 萬0.75%
Ilmarinen Mutual Pension Insurance Co156,323$3,340 萬0.26%
Capitolis Liquid Global Markets LLC143,246$3,061 萬0.19%
Tairen Capital Ltd140,039$2,992 萬3.24%
Life Cycle Investment Partners Ltd129,568$2,768 萬0.18%
Y-Intercept (Hong Kong) Ltd123,979$2,649 萬0.50%
E Fund Management Co., Ltd.114,396$2,444 萬0.73%
Compagnie Lombard Odier SCmA101,025$2,159 萬0.27%
Park Avenue Securities LLC80,958$1,730 萬0.14%
M & L Capital Management Ltd78,050$1,668 萬4.10%
IMC-Chicago, LLC76,707$1,639 萬0.25%
Third Point LLC大師第三點資本75,000$1,602 萬0.77%
Brevan Howard Capital Management LP60,065$1,283 萬0.13%
Vestor Capital, LLC59,855$1,279 萬0.93%
Marsico Capital Management LLC59,467$1,271 萬0.37%
Factory Mutual Insurance Co59,400$1,269 萬0.14%
Riposte Capital LLC55,000$1,175 萬5.37%
Horizon Investment Services, LLC54,616$1,167 萬4.06%
Danica Pension, Livsforsikringsaktieselskab54,606$1,167 萬0.22%
Emerald Investment Advisers, LLC53,030$1,133 萬1.02%
Capital Wealth Planning, LLC52,326$1,118 萬0.06%
Strategic Planning Group, LLC47,925$1,024 萬1.43%
Nan Shan Life Insurance Co., Ltd.46,575$995.1 萬0.36%
Saudi Central Bank46,362$990.6 萬0.21%
Mubadala Investment Co PJSC46,175$986.6 萬0.05%
Grand Alliance Asset Management Ltd45,000$961.5 萬5.82%
Titan Investment Solutions Ltd43,167$922.3 萬1.18%
Sanders Morris Harris LLC42,420$906.3 萬1.44%
CSM Advisors, LLC41,901$895.4 萬0.22%
Chapin Davis, Inc.39,457$843.0 萬1.88%
First National Trust Co39,451$842.9 萬0.29%
Tyro Capital Management LLC37,862$809.0 萬2.05%
Prevail Innovative Wealth Advisors, LLC33,817$722.5 萬1.22%
Laurion Capital Management LP32,396$692.2 萬0.65%
Spear Advisors LLC31,887$681.3 萬5.07%
Oak Thistle LLC30,749$657.0 萬0.64%
Tiptree Advisors, LLC30,000$641.0 萬3.72%
Pinnbrook Capital Management LP28,100$600.4 萬4.90%
Brighton Jones LLC27,624$590.4 萬0.13%
AssuredPartners Investment Advisors, LLC24,980$551.2 萬0.60%
Occudo Quantitative Strategies LP20,559$530.1 萬0.29%
Armistice Capital, LLC23,952$511.8 萬0.17%
Runnymede Capital Advisors, Inc.22,750$486.1 萬4.17%
Winton Group Ltd21,628$462.1 萬0.16%
Leuthold Group, LLC20,757$443.5 萬0.47%
Benchmark Investment Advisors LLC20,589$439.9 萬2.56%
Anson Funds Management LP19,750$422.0 萬0.56%
Totem Point Management, LLC18,747$400.5 萬5.11%
Strengthening Families & Communities, LLC18,075$386.2 萬0.96%
TIAA Wealth Investment Management LLC18,058$385.8 萬0.03%
Paragon Advisors, LLC17,214$367.8 萬0.99%
Formuepleje A/S15,640$334.2 萬0.30%
Precision Wealth Strategies, LLC15,082$322.2 萬1.07%
Graham Capital Management, L.P.14,958$319.6 萬0.11%
Abc Arbitrage SA14,469$309.1 萬0.41%
Optimize Financial Inc14,058$300.4 萬1.48%
Capula Management Ltd13,964$298.4 萬0.03%
Quantitative Investment Management, LLC13,241$282.9 萬0.29%
Cornerstone Planning, LLC13,167$281.6 萬0.64%
VMS Asset Management Limited12,880$275.2 萬1.68%
Cumberland Partners Ltd12,500$267.1 萬0.20%
Peregrine Asset Advisers, Inc.12,470$266.4 萬0.72%
Geneva Partners, LLC12,398$264.9 萬1.27%
PDT Partners, LLC12,300$262.8 萬0.16%
Brendel Financial Advisors LLC11,907$254.4 萬1.26%
Tiaa-Cref Individual & Institutional Services, LLC11,572$247.2 萬0.01%
Maven Securities LTD11,373$242.8 萬0.14%
Momentum Wealth Planning, LLC11,131$238.2 萬2.15%
Consolidated Planning Corp11,128$237.8 萬0.39%
Bull Harbor Capital LLC10,790$230.5 萬0.62%
MOKAN Wealth Management Inc.10,690$228.6 萬1.01%
SummitTX Capital, L.P.9,800$209.4 萬0.07%
Clough Capital Partners L P9,512$203.2 萬0.20%
FCG Investment Co9,341$199.6 萬0.87%
Caxton Associates LLP9,341$199.6 萬0.05%

清倉機構(105 家)

2025 年第 4 季季末持有 Lam Research Corp、2026 年第 1 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 105 家。

2026 年第 1 季清倉 LRCX 的機構
機構2025 年第 4 季股數2025 年第 4 季市值
Cincinnati Insurance Co2,492,110$4.27 億
Two Sigma Advisers, LP1,682,400$2.88 億
Mariner Investment Group LLC736,000$1.26 億
Maverick Capital Ltd大師Maverick 資本633,084$1.08 億
Triple Frond Partners LLC295,377$5,056 萬
Cincinnati Financial Corp277,240$4,746 萬
CloudAlpha Capital Management Limited/Hong Kong190,615$3,263 萬
Davidson Kempner Capital Management LP100,000$1,712 萬
Robinhood Asset Management, LLC77,400$1,325 萬
Optiver Holding B.V.60,051$1,028 萬
J. Goldman & Co LP50,118$857.9 萬
BNC Wealth Management, LLC41,869$716.7 萬
E20 Capital Ltd30,282$518.4 萬
Genesis Financial Group, LLC28,363$485.5 萬
Cincinnati Specialty Underwriters Insurance CO27,830$476.4 萬
Entropy Technologies, LP26,211$448.7 萬
Group One Trading, L.P.25,341$433.8 萬
Gunderson Capital Management Inc.23,054$394.6 萬
O'Neil Global Advisors, Inc.21,507$368.2 萬
Cornerstone Advisors, LLC20,000$342.4 萬
Pensionfund Sabic18,600$318.4 萬
Vivid Wealth Management, LLC17,532$300.1 萬
Sherman Porfolios, LLC15,467$264.8 萬
Foyston, Gordon, & Payne Inc15,406$263.7 萬
Sage Mountain Advisors LLC12,292$210.4 萬
J.W. Cole Advisors, Inc.23,677$203.9 萬
Main Management ETF Advisors, LLC11,745$201.1 萬
Catalyst Funds Management Pty Ltd10,914$186.8 萬
Limestone Investment Advisors LP10,417$178.3 萬
Coastal Investment Advisors, Inc.9,181$157.2 萬
Quest Partners LLC8,746$149.7 萬
Virtu Financial LLC8,305$142.1 萬
Park Capital Management, LLC8,243$141.1 萬
Edgestream Partners, L.P.8,219$140.7 萬
Element Capital Management LLC7,967$136.4 萬
ZEGA Investments, LLC7,509$128.5 萬
Versor Investments LP7,483$128.1 萬
Forum Financial Management, LP7,218$123.6 萬
QVR LLC7,217$123.5 萬
Ewing Morris & Co. Investment Partners Ltd.6,834$118.4 萬
Sandler Capital Management6,500$111.3 萬
Redwood Investment Management, LLC6,369$109.0 萬
Accredited Investors Inc.6,337$108.5 萬
Everett Harris & Co5,913$101.2 萬
Dynamic Technology Lab Private Ltd5,225$89.4 萬
Strategic Family Wealth Counselors, L.L.C.3,853$85.7 萬
Red Reef Advisors LLC4,192$71.8 萬
Peak Financial Advisors LLC3,996$68.4 萬
Alberta Investment Management Corp3,900$66.8 萬
Pinpoint Asset Management (Singapore) Pte. Ltd.3,856$66.0 萬
Clear Street Markets LLC3,779$64.7 萬
Ninepoint Partners LP3,418$58.5 萬
Fiduciary Wealth Partners, LLC3,322$56.9 萬
KG&L Capital Management,LLC3,212$55.0 萬
Sentry Investment Management LLC3,204$54.8 萬
Petros Family Wealth, LLC3,191$54.6 萬
BlueCrest Capital Management Ltd3,123$53.5 萬
Persistent Asset Partners Ltd3,061$52.4 萬
49 Wealth Management, LLC2,964$50.7 萬
Colter Lewis Investment Partners LLC2,932$50.3 萬
KDK Private Wealth Management, LLC2,488$42.6 萬
First Interstate Bank2,355$40.3 萬
Capstone Capital Management Ltd2,273$38.9 萬
Spectrum Strategic Capital Management, LLC2,270$38.9 萬
Heritage Wealth Management, Inc.2,117$36.2 萬
National Philanthropic Trust1,904$32.6 萬
Cloud Capital Management, LLC1,894$32.4 萬
Avos Capital Management, LLC1,750$30.0 萬
Wealth Advisory Solutions, LLC1,742$29.8 萬
Teza Capital Management LLC1,683$28.8 萬
Ambassador Advisors, LLC1,633$28.0 萬
Revere Asset Management, Inc1,563$26.8 萬
T3 Companies, LLC1,512$25.9 萬
FSA Investment Group, LLC1,503$25.7 萬
Benchmark Financial Wealth Advisors, LLC1,471$25.2 萬
Worth Financial Advisory Group, LLC1,305$22.3 萬
Ramiah Investment Group1,211$20.7 萬
Lynx Capital Group Ltd1,200$20.5 萬
Wealth Watch Advisors, INC932$16.0 萬
Turning Point Benefit Group, Inc.894$15.3 萬
Kohmann Bosshard Financial Services, LLC843$14.4 萬
Strategic Advocates LLC816$14.2 萬
Garton & Associates Financial Advisors LLC623$10.7 萬
Laurel Wealth Advisors LLC514$8.80 萬
Flagship Harbor Advisors, LLC480$8.22 萬
Cedar Wealth Management, LLC470$8.05 萬
Vermillion & White Wealth Management Group, LLC374$6.40 萬
Jessup Wealth Management, Inc219$3.75 萬
Dougherty Wealth Advisers LLC200$3.42 萬
University of Illinois Foundation179$3.04 萬
PMV Capital Advisers, LLC144$2.46 萬
TCTC Holdings, LLC127$2.17 萬
Board of the Pension Protection Fund100$1.71 萬
Security National Bank90$1.54 萬
FNY Investment Advisers, LLC87$1.40 萬
Centiva Capital, LP75$1.28 萬
Strategic Wealth Advisors LLC48$8,000
Optima Capital LLC43$7,369
Winnow Wealth LLC42$7,224
Modus Advisors, LLC20$3,424

尚未申報 2026 年第 1 季的機構(41 家)

2025 年第 4 季季末持有 Lam Research Corp、還沒有申報 2026 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 4 季持有 LRCX、尚未申報 2026 年第 1 季的機構
機構2025 年第 4 季股數2025 年第 4 季市值
Vanguard Group Inc131,185,330$224.6 億
Norges Bank21,295,871$36.5 億
Forsta Ap-Fonden424,900$7,273 萬
CIBC World Markets Corp247,408$4,235 萬
Comerica Bank226,990$3,886 萬
Capitolis Liquid Global Markets LLC147,798$2,530 萬
NRI Wealth Management LC43,911$751.7 萬
CIBC Private Wealth Group, LLC43,871$751.0 萬
MIG Capital, LLC41,595$712.0 萬
Global Retirement Partners, LLC30,902$529.0 萬
BancorpSouth Bank27,798$475.8 萬
SS&H Financial Advisors, Inc.25,010$428.1 萬
Trust Co of Vermont22,061$377.6 萬
Passumpsic Savings Bank18,237$312.2 萬
Cornercap Investment Counsel Inc15,778$270.1 萬
SG Trading Solutions, LLC12,049$206.3 萬
Clarius Group, LLC11,571$198.1 萬
Elevated Private Wealth, LLC11,215$192.0 萬
Alpha Cubed Investments, LLC10,356$177.3 萬
GPS Wealth Strategies Group, LLC9,497$162.6 萬
Thomasville National Bank8,000$136.9 萬
STF Management LP7,485$128.1 萬
Janney Capital Management LLC6,748$115.5 萬
David Loasby4,954$109.2 萬
Militia Capital Partners, LP4,000$68.5 萬
Pursuit Wealth Management LLC3,911$66.9 萬
Canandaigua National Bank & Trust Co2,950$50.5 萬
Austin Private Wealth, LLC2,715$46.5 萬
Yeomans Consulting Group, Inc.2,556$43.8 萬
Safe Harbor Wealth Advisors, LLC1,516$35.1 萬
FineMark National Bank & Trust1,992$34.1 萬
ORG Partners LLC1,950$33.4 萬
DV Equities, LLC1,973$30.5 萬
Oldfather Financial Services, LLC1,547$26.5 萬
Prosperity Wealth Management, Inc.1,460$25.0 萬
Meritage Portfolio Management1,410$24.1 萬
Sherbrooke Park Advisers LLC1,319$22.6 萬
Puff Wealth Management, LLC1,170$21.7 萬
Motiv8 Investments LLC592$10.1 萬
Redmont Wealth Advisors LLC170$2.91 萬
Copos Capital S.a r.l.51$8,730