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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 2 季與 2026 年第 1 季比較

持有 Lam Research Corp 的機構從 2026 年第 1 季到 2026 年第 2 季的變化。

2026 年第 2 季全部持有人2026 年第 1 季全部持有人

LRCX 的 13F 持有人：2026 年第 1 季與 2026 年第 2 季比較
項目2026 年第 1 季其中尚未申報 2026 年第 2 季2026 年第 2 季變化
持有家數2,652313,143+522
股數10.4 億989.7 萬10.8 億+4,613 萬 (+4.5%)
市值$2,213 億$21.1 億$4,635 億+$2,443 億 (+111.4%)

31 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（618 家）

2026 年第 2 季季末持有 Lam Research Corp、2026 年第 1 季季末沒有持有的機構。

依市值列出前 100 家，共 618 家。

2026 年第 2 季新進 LRCX 的機構
機構股數市值佔組合 %
Norges Bank18,123,399$78.5 億0.78%
Jupiter Topco LLC9,884,116$42.8 億1.75%
WT Asset Management Ltd493,233$2.14 億4.23%
Nykredit A/S442,227$1.92 億0.73%
Dorsal Capital Management, LLC400,000$1.73 億6.24%
Altimeter Capital Management, LP大師Altimeter 資本394,080$1.71 億1.74%
Palestra Capital Management LLC388,886$1.69 億5.71%
Westfield Capital Management Co LP285,614$1.24 億0.40%
CloudAlpha Capital Management Limited/Hong Kong271,100$1.17 億11.60%
Capital World Investors259,513$1.12 億0.01%
Think Investments LP142,800$6,188 萬7.63%
Harvest Portfolios Group Inc.115,142$4,989 萬0.70%
BSN Capital Partners Ltd133,172$4,983 萬2.25%
Allen Investment Management LLC92,737$4,019 萬0.48%
Oak Ridge Investments LLC75,060$3,253 萬1.84%
11 Capital Partners LP65,290$2,829 萬8.29%
Proem Advisors LLC65,000$2,817 萬5.79%
NS Partners Ltd63,560$2,754 萬1.18%
Monolith Management Ltd57,100$2,474 萬14.91%
Nishkama Capital, LLC52,980$2,296 萬2.59%
E20 Capital Ltd51,894$2,249 萬1.81%
Maytus Capital Management, LLC50,000$2,167 萬3.41%
Royal Fund Management, LLC49,479$2,144 萬1.79%
Trexquant Investment LP44,948$1,948 萬0.12%
Vega Investment Solutions46,551$1,938 萬2.75%
Duquesne Family Office LLC大師杜肯家族辦公室43,600$1,889 萬0.43%
Entropy Technologies, LP41,853$1,814 萬0.72%
Ninety One UK Ltd40,068$1,736 萬0.04%
Prairie Advisory, LLC36,491$1,581 萬3.80%
Ithaka Group LLC34,100$1,478 萬2.68%
N10 Wealth, LLC33,943$1,471 萬5.22%
N10 Assets, LLC33,476$1,451 萬6.27%
Virtu Financial LLC31,170$1,351 萬0.43%
Melqart Asset Management (UK) Ltd30,961$1,342 萬1.28%
Ossiam30,879$1,338 萬0.18%
Polymer Capital Management (HK) LTD29,776$1,290 萬1.31%
Global Retirement Partners, LLC28,065$1,216 萬0.19%
Insight Holdings Group, LLC25,430$1,102 萬0.84%
SS&H Financial Advisors, Inc.23,310$1,010 萬2.58%
Lighthouse Investment Partners, LLC22,698$983.5 萬0.31%
J.W. Cole Advisors, Inc.22,455$973.0 萬0.17%
Thames Capital Management LLC22,365$969.1 萬0.80%
Evelyn Partners Group Ltd21,837$946.3 萬0.18%
Trust Co of Vermont20,494$888.1 萬0.33%
Thornburg Investment Management Inc20,299$879.6 萬0.08%
Denali Advisors LLC20,139$872.7 萬0.88%
Dymon Asia Capital (Singapore) Pte. Ltd.20,000$866.7 萬1.39%
Arini Captial Management Ltd20,000$866.7 萬0.89%
Sphera Funds Management Ltd.18,470$800.4 萬1.15%
Catalyst Funds Management Pty Ltd18,202$788.7 萬0.44%
Quest Investment Management LLC17,329$750.9 萬0.88%
VCI Wealth Management LLC15,086$653.7 萬1.64%
Franchise GP Ltd14,660$635.3 萬2.95%
Sound Capital Solutions LLC14,010$607.1 萬1.42%
J. Goldman & Co LP13,975$605.6 萬0.21%
Blueprint Investment Partners LLC13,919$603.2 萬0.50%
Hudson Bay Capital Management LP13,812$598.5 萬0.03%
Swan Global Investments, LLC13,617$590.1 萬0.27%
Capstone Wealth Management Group, Inc.13,258$574.5 萬3.46%
ARP Global Capital Ltd13,020$564.2 萬2.48%
Kultura Capital Management LP12,880$558.1 萬2.56%
Metatron Capital SICAV plc - Metatron Long Term Equity Fund11,769$510.0 萬2.50%
EULAV Asset Management11,653$505.0 萬0.16%
Blueprint Financial Advisors LLC11,509$498.7 萬0.55%
Stance Capital LLC10,677$462.7 萬1.41%
St. Louis Financial Planners Asset Management, LLC12,368$434.6 萬2.32%
Ardsley Advisory Partners LP10,000$433.3 萬0.47%
Anchor Bay Capital, Inc.13,929$426.8 萬2.30%
Avenir Tech Ltd9,618$416.8 萬0.68%
Atom Investors LP9,535$413.2 萬0.37%
Hennessy Advisors Inc9,424$408.4 萬0.13%
Havemeyer Place LP9,375$406.2 萬0.40%
Decatur Capital Management, Inc.9,160$396.9 萬1.35%
Towerpoint Wealth, LLC9,127$395.5 萬1.37%
O'Neil Global Advisors, Inc.8,931$387.0 萬0.87%
Persistent Asset Partners Ltd8,824$382.4 萬1.21%
Compass Financial Management LLC8,814$372.1 萬0.45%
Parr McKnight Wealth Management Group, LLC8,192$355.0 萬0.42%
Thomasville National Bank8,000$346.7 萬0.19%
Sphera Management Technology Funds Ltd8,000$346.7 萬1.22%
Elevated Private Wealth, LLC7,912$342.9 萬3.26%
Leeward Financial Partners, LLC7,217$312.7 萬0.82%
Vancity Investment Management Ltd7,209$312.4 萬0.47%
Twin Tree Management, LP6,671$289.1 萬0.45%
Symmetry Investments LP6,444$279.2 萬0.31%
Park Capital Management, LLC6,027$261.2 萬1.54%
Flow Traders U.S. LLC5,720$247.9 萬0.10%
Spence Asset Management5,637$244.3 萬0.58%
Tuttle Tactical Management5,590$242.2 萬1.63%
RDA Financial Network5,461$236.6 萬0.52%
USA Financial Formulas5,416$234.7 萬0.43%
Cito Capital Group, LLC5,400$234.1 萬0.63%
Aster Capital Management (DIFC) Ltd5,280$228.8 萬0.49%
Old West Investment Management, LLC5,000$216.7 萬0.23%
Ethos Capital Management, Inc.4,944$214.3 萬1.53%
Bosman Wealth Management, LLC4,896$212.2 萬1.32%
Ninepoint Partners LP4,728$204.9 萬0.18%
REX Advisers, LLC4,700$203.7 萬5.47%
Suvretta Capital Management, LLC4,302$186.4 萬0.04%
Crew Capital Management, Ltd.4,241$183.8 萬1.00%

清倉機構（96 家）

2026 年第 1 季季末持有 Lam Research Corp、2026 年第 2 季有申報但已經沒有持有的機構。

2026 年第 2 季清倉 LRCX 的機構
機構2026 年第 1 季股數2026 年第 1 季市值
Maplelane Capital, LLC621,000$1.33 億
Voloridge Investment Management, LLC608,317$1.30 億
Rakuten Investment Management, Inc.288,176$5,762 萬
Seven Grand Managers, LLC264,000$5,641 萬
Quadrature Capital Ltd191,901$4,100 萬
Natixis183,670$3,924 萬
Junto Capital Management LP166,072$3,548 萬
Nearwater Capital Markets, Ltd118,000$2,521 萬
M & L Capital Management Ltd78,050$1,668 萬
Third Point LLC大師第三點資本75,000$1,602 萬
FORA Capital, LLC62,052$1,326 萬
Riposte Capital LLC55,000$1,175 萬
Evoke Wealth, LLC45,948$982.9 萬
Cavalier Investments, LLC42,878$916.1 萬
Sanders Morris Harris LLC42,420$906.3 萬
Weiss Asset Management LP41,421$885.0 萬
Tyro Capital Management LLC37,862$809.0 萬
Qsemble Capital Management, LP36,163$772.7 萬
Laurion Capital Management LP32,396$692.2 萬
Point72 Asset Management, L.P.29,913$639.1 萬
Pinnbrook Capital Management LP28,100$600.4 萬
Occudo Quantitative Strategies LP20,559$530.1 萬
Pinkerton Retirement Specialists, LLC28,297$484.4 萬
Simplex Trading, LLC16,078$343.5 萬
Y.D. More Investments Ltd14,023$299.6 萬
Quantitative Investment Management, LLC13,241$282.9 萬
VMS Asset Management Limited12,880$275.2 萬
PDT Partners, LLC12,300$262.8 萬
Maven Securities LTD11,373$242.8 萬
Momentum Wealth Planning, LLC11,131$238.2 萬
Paloma Partners Management Co11,000$235.0 萬
SummitTX Capital, L.P.9,800$209.4 萬
Clough Capital Partners L P9,512$203.2 萬
Exit Wealth Advisors, LLC.8,197$175.1 萬
CenterStar Asset Management, LLC7,638$163.0 萬
Golden State Equity Partners6,104$130.4 萬
TriaGen Wealth Management LLC6,011$128.4 萬
Friedenthal Financial5,106$109.1 萬
Caldwell Investment Management Ltd.5,400$108.1 萬
Alphadyne Asset Management LP4,980$106.4 萬
Q3 Asset Management4,982$106.4 萬
Aft, Forsyth & Company, Inc.4,579$97.8 萬
Twinbeech Capital LP4,123$88.1 萬
Oasis Advisors, LLC4,035$86.3 萬
King Wealth4,000$85.5 萬
Quadrant Private Wealth Management, LLC3,866$82.7 萬
nVerses Capital, LLC3,693$78.9 萬
Vivaldi Capital Management, LLC3,599$76.9 萬
Blue Capital, Inc.3,186$68.1 萬
EntryPoint Capital, LLC3,047$65.1 萬
Encompass More Asset Management3,043$65.0 萬
BridgePort Financial Solutions, LLC2,906$62.1 萬
Roman Butler Fullerton & Co2,507$61.8 萬
Shay Capital LLC2,700$57.7 萬
Second Half Financial Partners, LLC2,434$52.0 萬
United Capital Management of KS, Inc.2,300$49.1 萬
Ridgewood Investments LLC2,217$47.4 萬
Credit Capital Investments LLC2,200$47.0 萬
Tucker Asset Management LLC2,056$43.9 萬
Axim Planning & Wealth1,996$42.6 萬
Breakthru Advisory Services, LLC1,737$37.1 萬
AlphaGrep UK Ltd1,697$36.3 萬
Bank of Jackson Hole Trust1,685$36.0 萬
GenTrust, LLC1,513$32.4 萬
TABR Capital Management, LLC1,346$28.8 萬
Blueshift Asset Management, LLC1,210$25.9 萬
Diamant Asset Management, Inc.235,026$23.5 萬
a16z Perennial Management, L.P.1,100$23.5 萬
Keebeck Alpha, LP1,093$23.4 萬
ABS Direct Equity Fund LLC900$23.3 萬
waypoint wealth counsel1,084$23.2 萬
MQS Management LLC1,035$22.1 萬
Militia Capital Management LLC1,018$21.8 萬
Calton & Associates, Inc.1,003$21.4 萬
Cornerstone Financial Group, LLC816$20.9 萬
Tiaa Trust, National Association471$10.1 萬
RWM Asset Management, LLC465$9.94 萬
Harber Asset Management LLC361$7.71 萬
Operose Advisors LLC210$4.49 萬
Motco192$4.10 萬
Global Wealth Strategies & Associates170$3.63 萬
Wealth Preservation Advisors, LLC169$3.61 萬
True Link Financial Advisors, LLC157$3.35 萬
Stephenson National Bank & Trust132$2.82 萬
Maseco LLP130$2.78 萬
Vermillion Wealth Management, Inc.122$2.61 萬
Legacy Wealth Managment, LLC114$2.44 萬
Clayton Financial Group LLC80$1.71 萬
Wolverine Asset Management LLC56$1.20 萬
DAGCO, Inc.40$8,546
TopTier Wealth Management, LLC21$4,487
Clear Investment Research, LLC20$4,337
Capital & Planning, LLC20$4,273
Curio Wealth, LLC11$2,350
Marshall & Sterling Wealth Advisors Inc.11$2,350
Investors Research Corp9$1,923

尚未申報 2026 年第 2 季的機構（31 家）

2026 年第 1 季季末持有 Lam Research Corp、還沒有申報 2026 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2026 年第 1 季持有 LRCX、尚未申報 2026 年第 2 季的機構
機構2026 年第 1 季股數2026 年第 1 季市值
Janus Henderson Group PLC9,265,026$19.8 億
CWM, LLC221,596$4,735 萬
TruWealth Advisors, LLC117,008$2,500 萬
U.S. Capital Wealth Advisors, LLC84,201$1,799 萬
Farmers Trust Co49,013$1,047 萬
Evelyn Partners Investment Management Services Ltd24,941$532.9 萬
DGS Capital Management, LLC18,283$390.6 萬
Capstone Wealth Management Group LLC14,907$318.5 萬
Reflection Asset Management12,541$268.0 萬
Bedell Frazier Investment Counseling, LLC12,120$259.0 萬
Sunbelt Securities, Inc.9,587$204.8 萬
Journey Strategic Wealth LLC8,872$189.6 萬
USA Financial Portformulas Corp6,639$141.8 萬
Jaffetilchin Investment Partners, LLC6,512$139.1 萬
Integrity Wealth Partners, LLC6,324$135.1 萬
First Affirmative Financial Network6,111$130.6 萬
VectorGlobal IAG, Inc.5,135$109.7 萬
Jackson Hole Capital Partners, LLC4,950$105.8 萬
Exencial Wealth Advisors, LLC4,662$99.6 萬
Gibbs Wealth Management4,139$88.4 萬
Leo Wealth, LLC3,306$70.6 萬
Canandaigua National Corp2,950$63.0 萬
TSG Advice Partners, LLC2,086$44.6 萬
Signature Wealth Management Group1,890$40.4 萬
Evelyn Partners Investment Management LLP1,126$24.1 萬
Omnitrust Wealth Management, Inc955$20.4 萬
Charter Oak Capital Management, LLC944$20.2 萬
McIlrath & Eck, LLC713$15.2 萬
Red Tortoise LLC90$1.92 萬
Arcadia Investment Management Corp10$2,137
Anfield Capital Management, LLC4$855