证券记录 · 已归档季度
LRCX
Lam Research Corporation · Technology · Semiconductors
19被追踪持有人
n/aΔ持有人
11.74M持有股份
$12.50B报告持仓市值
+0新建仓位
−0清仓
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2024
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 4 | 0 | 1.78M | $563.91M | n/a | n/a |
| Q2 2026 | 185 | +2 | 864.33M | $372.69B | +7 | −6 |
| Q1 2026 | 187 | +3 | 858.08M | $182.68B | +5 | −3 |
| Q4 2025 | 183 | +1 | 943.75M | $161.20B | +2 | n/a |
| Q3 2025 | 25 | +1 | 512.14M | $68.58B | +1 | −1 |
| Q2 2025 | 22 | +1 | 431.40M | $42.00B | +1 | n/a |
| Q1 2025 | 18 | -1 | 148.02M | $10.77B | +1 | −2 |
| Q4 2024 | 19 | +1 | 163.00M | $11.78B | +1 | n/a |
| Q3 2024 | 17 | -2 | 10.47M | $8.54B | n/a | −2 |
| Q2 2024 | 19 | n/a | 11.74M | $12.50B | n/a | n/a |
持有人 · Q2 2024
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (被动) | 3.06M | n/a | $3.25B | 0.3% | n/c | 1 | SEC ↗ ×2 |
| 2 | T. Rowe Price ✦ | 2.48M | n/a | $2.64B | 0.3% | n/c | 1 | SEC ↗ ×2 |
| 3 | Fisher Asset Management ✦ | 1.86M | n/a | $1.98B | 0.9% | n/c | 1 | SEC ↗ |
| 4 | Norges Bank ✦ (被动) | 1.81M | n/a | $1.93B | 0.3% | n/c | 1 | SEC ↗ |
| 5 | Arrowstreet Capital ✦ | 591.96K | n/a | $630.35M | 0.6% | n/c | 1 | SEC ↗ |
| 6 | Coatue Management ✦ | 457.44K | n/a | $487.11M | 1.9% | n/c | 1 | SEC ↗ ×4 |
| 7 | Tiger Global Management ✦ | 353.18K | n/a | $376.09M | 1.7% | n/c | 1 | SEC ↗ |
| 8 | Millennium Management ✦ | 210.50K | n/a | $224.15M | 0.2% | n/c | 1 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 207.69K | n/a | $221.15M | 0.3% | n/c | 1 | SEC ↗ ×5 |
| 10 | Two Sigma Investments ✦ | 202.00K | n/a | $215.10M | 0.5% | n/c | 1 | SEC ↗ |
| 11 | Adage Capital Partners ✦ | 146.56K | n/a | $156.06M | 0.3% | n/c | 1 | SEC ↗ |
| 12 | Appaloosa ✦ | 109.00K | n/a | $116.07M | 1.9% | n/c | 1 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 72.92K | n/a | $77.65M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 14 | Bridgewater Associates ✦ | 66.52K | n/a | $70.83M | 0.4% | n/c | 1 | SEC ↗ |
| 15 | Renaissance Technologies ✦ | 45.36K | n/a | $48.30M | 0.1% | n/c | 1 | SEC ↗ |
| 16 | D. E. Shaw & Co. ✦ | 29.12K | n/a | $31.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Wellington Management ✦ | 26.50K | n/a | $28.22M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 18 | Gotham Asset Management ✦ | 10.67K | n/a | $11.37M | 0.1% | n/c | 1 | SEC ↗ |
| 19 | Marshall Wace ✦ | 600 | n/a | $638,910 | 0.0% | n/c | 1 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| 本季度无新增被追踪买入方。 |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 2,586 持有人, 976.87M 股份, $200.48B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Sep 09
ARCHER TIMOTHY
Officer · 30.00K 股 · $9.58M
Sep 09
Mayer Bethany
Director · 9.56K 股 · $3.01M
Aug 31
Harter Ava
Officer · 5.00K 股 · $1.51M
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2024 ·
方法论 ·
通过API获取此数据