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 3,142 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 13F 持有人
Lam Research Corp 在 2026/6/30 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
- 3,142
- 較 2026 年第 1 季 +522 家
- 持有股數
- 10.8 億
- 較 2026 年第 1 季 +4,613 萬 (+4.5%)
- 總市值
- $4,635 億
- 較 2026 年第 1 季 +$2,443 億 (+111.4%)
- 新進機構
- 618
- 另有 1,077 家加碼
- 清倉機構
- 96
- 另有 1,177 家減碼
另有 32 家機構在 2026 年第 1 季持有、還沒有申報 2026 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 | 3,142 | $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 |
2026 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| WT Asset Management Ltd | 493,233 | $2.14 億 | 4.23% | +493,233 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 490,926 | $2.13 億 | 0.41% | −14,430−2.9% | 減碼 |
| 1832 Asset Management L.P. | 486,046 | $2.11 億 | 0.26% | +355,167+271.4% | 加碼 |
| Teacher Retirement System of Texas | 485,939 | $2.11 億 | 0.57% | −61,594−11.2% | 減碼 |
| Cerity Partners LLC | 485,639 | $2.10 億 | 0.26% | −5,447−1.1% | 減碼 |
| Trybe Capital Management LP | 478,246 | $2.07 億 | 22.30% | 00.0% | 不變 |
| State Farm Mutual Automobile Insurance Co | 455,360 | $1.97 億 | 0.14% | 00.0% | 不變 |
| SEB Asset Management AB | 448,909 | $1.95 億 | 0.73% | +4,996+1.1% | 加碼 |
| Glenmede Trust Co NA | 446,985 | $1.94 億 | 0.85% | −75,709−14.5% | 減碼 |
| Winslow Capital Management, LLC | 444,164 | $1.92 億 | 0.66% | +429,575+2,944.5% | 加碼 |
| Nykredit A/S | 442,227 | $1.92 億 | 0.73% | +442,227 | 新進 |
| State of Tennessee, Treasury Department | 441,754 | $1.91 億 | 0.57% | +20,987+5.0% | 加碼 |
| Crosslink Capital Inc | 431,266 | $1.87 億 | 13.80% | −57,743−11.8% | 減碼 |
| ING Groep NV | 425,709 | $1.84 億 | 0.90% | −37,080−8.0% | 減碼 |
| Achmea Investment Management B.V. | 425,361 | $1.84 億 | 4.61% | −116,594−21.5% | 減碼 |
| Tredje AP-fonden | 417,222 | $1.81 億 | 0.82% | +2,806+0.7% | 加碼 |
| Pacer Advisors, Inc. | 407,570 | $1.77 億 | 0.46% | −115,750−22.1% | 減碼 |
| State of New Jersey Common Pension Fund D | 403,780 | $1.75 億 | 0.60% | −29,327−6.8% | 減碼 |
| Worldquant Millennium Advisors LLC | 403,616 | $1.75 億 | 0.60% | −692,977−63.2% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 401,561 | $1.74 億 | 0.78% | −21,935−5.2% | 減碼 |
| Dorsal Capital Management, LLC | 400,000 | $1.73 億 | 6.24% | +400,000 | 新進 |
| Federation des caisses Desjardins du Quebec | 396,240 | $1.72 億 | 0.52% | +93,765+31.0% | 加碼 |
| Cetera Investment Advisers | 395,156 | $1.71 億 | 0.16% | +17,563+4.7% | 加碼 |
| Clear Street Group Inc. | 394,705 | $1.71 億 | 0.54% | +223,071+130.0% | 加碼 |
| US Bancorp | 394,657 | $1.71 億 | 0.19% | +5,317+1.4% | 加碼 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 394,080 | $1.71 億 | 1.74% | +394,080 | 新進 |
| Virginia Retirement Systems Et Al | 392,874 | $1.70 億 | 1.02% | −16,277−4.0% | 減碼 |
| Palestra Capital Management LLC | 388,886 | $1.69 億 | 5.71% | +388,886 | 新進 |
| Woodline Partners LP | 386,934 | $1.68 億 | 0.52% | +235,257+155.1% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 385,544 | $1.67 億 | 1.07% | −389,143−50.2% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 385,338 | $1.67 億 | 1.04% | +5,576+1.5% | 加碼 |
| CBOE Vest Financial, LLC | 384,415 | $1.67 億 | 1.75% | −88,001−18.6% | 減碼 |
| Resona Asset Management Co.,Ltd. | 386,710 | $1.66 億 | 0.78% | −32,199−7.7% | 減碼 |
| Appaloosa LP大師阿帕盧薩 | 382,500 | $1.66 億 | 2.22% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 379,382 | $1.64 億 | 0.51% | −42,127−10.0% | 減碼 |
| Clearbridge Investments, LLC | 378,708 | $1.64 億 | 0.14% | −25,507−6.3% | 減碼 |
| Janney Montgomery Scott LLC | 365,882 | $1.59 億 | 0.31% | +13,061+3.7% | 加碼 |
| Calamos Advisors LLC | 365,435 | $1.58 億 | 0.57% | −47,716−11.5% | 減碼 |
| Xponance, Inc. | 364,140 | $1.58 億 | 0.97% | −8,213−2.2% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 363,843 | $1.58 億 | 1.18% | −132,800−26.7% | 減碼 |
| Manning & Napier Advisors LLC | 362,315 | $1.57 億 | 2.01% | −15,685−4.1% | 減碼 |
| NewEdge Wealth, LLC | 360,550 | $1.56 億 | 1.58% | +4,248+1.2% | 加碼 |
| State of Michigan Retirement System | 358,800 | $1.55 億 | 0.69% | −2,800−0.8% | 減碼 |
| Czech National Bank | 355,960 | $1.54 億 | 0.84% | +15,863+4.7% | 加碼 |
| ARS Investment Partners, LLC | 355,425 | $1.54 億 | 6.73% | −29,568−7.7% | 減碼 |
| TD Waterhouse Canada Inc. | 393,729 | $1.54 億 | 0.41% | +70,568+21.8% | 加碼 |
| Raiffeisen Bank International AG | 374,248 | $1.54 億 | 1.81% | −122,437−24.7% | 減碼 |
| CIBC World Markets Inc. | 350,699 | $1.52 億 | 0.26% | −43,853−11.1% | 減碼 |
| Arizona State Retirement System | 346,510 | $1.50 億 | 0.75% | +2,379+0.7% | 加碼 |
| Clal Insurance Enterprises Holdings Ltd | 346,052 | $1.50 億 | 0.67% | −90.0% | 減碼 |
| Cartenna Capital, LP | 345,000 | $1.49 億 | 5.53% | −20,000−5.5% | 減碼 |
| Fisher Asset Management, LLC | 342,058 | $1.48 億 | 0.04% | −17,553−4.9% | 減碼 |
| Assetmark, Inc | 340,833 | $1.48 億 | 0.25% | +9,222+2.8% | 加碼 |
| Jones Financial Companies LLLP | 387,867 | $1.47 億 | 0.06% | +101,703+35.5% | 加碼 |
| Zurich Insurance Group Ltd | 337,778 | $1.46 億 | 1.02% | −84,632−20.0% | 減碼 |
| MetLife Investment Management | 335,179 | $1.45 億 | 0.66% | −13,395−3.8% | 減碼 |
| Commonwealth Equity Services, LLC | 332,659 | $1.44 億 | 0.18% | −56,362−14.5% | 減碼 |
| Mediolanum International Funds Ltd | 349,671 | $1.44 億 | 1.23% | −61,650−15.0% | 減碼 |
| RE Advisers Corp | 318,936 | $1.38 億 | 3.43% | −197,800−38.3% | 減碼 |
| Holocene Advisors, LP | 317,652 | $1.38 億 | 0.32% | +226,943+250.2% | 加碼 |
| Nomura Holdings Inc | 314,515 | $1.36 億 | 0.58% | +136,841+77.0% | 加碼 |
| Empowered Funds, LLC | 312,654 | $1.35 億 | 0.71% | −37,502−10.7% | 減碼 |
| Scotia Capital Inc. | 306,579 | $1.33 億 | 0.50% | +6,123+2.0% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 297,425 | $1.29 億 | 0.60% | −16,138−5.1% | 減碼 |
| Flputnam Investment Management Co | 292,741 | $1.27 億 | 1.51% | −92,333−24.0% | 減碼 |
| DnB Asset Management AS | 288,952 | $1.25 億 | 0.35% | +23,555+8.9% | 加碼 |
| IFM Investors Pty Ltd | 287,229 | $1.24 億 | 0.82% | +24,456+9.3% | 加碼 |
| Westfield Capital Management Co LP | 285,614 | $1.24 億 | 0.40% | +285,614 | 新進 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 285,584 | $1.24 億 | 2.21% | −46,054−13.9% | 減碼 |
| Castleark Management LLC | 283,808 | $1.23 億 | 3.32% | −52,932−15.7% | 減碼 |
| Ieq Capital, LLC | 279,306 | $1.21 億 | 0.56% | −38,973−12.2% | 減碼 |
| QRG Capital Management, Inc. | 278,844 | $1.21 億 | 0.99% | +17,328+6.6% | 加碼 |
| Gotham Asset Management, LLC | 276,730 | $1.20 億 | 0.28% | −20,999−7.1% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 276,217 | $1.20 億 | 0.58% | −14,675−5.0% | 減碼 |
| Pathstone Holdings, LLC | 274,275 | $1.20 億 | 0.35% | +11,915+4.5% | 加碼 |
| Williams Jones Wealth Management, LLC. | 274,278 | $1.19 億 | 1.34% | +209+0.1% | 加碼 |
| CloudAlpha Capital Management Limited/Hong Kong | 271,100 | $1.17 億 | 11.60% | +271,100 | 新進 |
| Shelton Capital Management | 270,819 | $1.17 億 | 2.18% | +6,565+2.5% | 加碼 |
| Moneta Group Investment Advisors LLC | 269,381 | $1.17 億 | 0.86% | −13,616−4.8% | 減碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 268,636 | $1.16 億 | 0.97% | +11,902+4.6% | 加碼 |
| Crestwood Advisors Group LLC | 267,669 | $1.16 億 | 1.72% | −10,096−3.6% | 減碼 |
| Advisor Group Holdings, Inc. | 264,500 | $1.15 億 | 0.13% | +16,334+6.6% | 加碼 |
| Capitolis Liquid Global Markets LLC | 264,261 | $1.15 億 | 0.50% | +121,015+84.5% | 加碼 |
| Retirement Systems of Alabama | 262,717 | $1.14 億 | 0.34% | −2,470−0.9% | 減碼 |
| Rockefeller Capital Management L.P. | 262,632 | $1.14 億 | 0.17% | +44,896+20.6% | 加碼 |
| Amalgamated Bank | 262,534 | $1.14 億 | 0.79% | −14,645−5.3% | 減碼 |
| Blue Sparrow, LLC | 262,000 | $1.14 億 | 1.10% | +183,800+235.0% | 加碼 |
| Capital World Investors | 259,513 | $1.12 億 | 0.01% | +259,513 | 新進 |
| Vinva Investment Management Ltd | 272,174 | $1.12 億 | 0.75% | +90,127+49.5% | 加碼 |
| Lido Advisors, LLC | 256,239 | $1.11 億 | 0.40% | −11,958−4.5% | 減碼 |
| Pinnacle Associates Ltd | 255,656 | $1.11 億 | 1.21% | −31,831−11.1% | 減碼 |
| Penserra Capital Management LLC | 250,861 | $1.09 億 | 0.84% | −31,489−11.2% | 減碼 |
| Neville Rodie & Shaw Inc | 243,027 | $1.05 億 | 6.82% | −7,132−2.9% | 減碼 |
| iA Global Asset Management Inc. | 242,809 | $1.05 億 | 1.25% | −23,366−8.8% | 減碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 241,689 | $1.05 億 | 1.48% | −39,006−13.9% | 減碼 |
| UniSuper Management Pty Ltd | 240,066 | $1.04 億 | 0.54% | +30,339+14.5% | 加碼 |
| Huntington National Bank | 237,584 | $1.03 億 | 0.50% | −2,250−0.9% | 減碼 |
| Rokos Capital Management LLP | 237,269 | $1.03 億 | 1.29% | −22,652−8.7% | 減碼 |
| Caxton Associates LLP | 236,500 | $1.02 億 | 1.92% | +227,159+2,431.8% | 加碼 |
| USS Investment Management Ltd | 236,445 | $1.02 億 | 0.40% | +13,200+5.9% | 加碼 |