13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001787596
申报总市值
US$11.1亿
US$11.1亿
77 檔
12.4%
截至 Q1 2024 季度末，Aperture Investors, LLC 的美股持仓估值约为 US$11.1亿，全数申报仓位共有 77 档。
在 Q1 2024，Aperture Investors, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 8 个新仓位，并对 34 个既有持股进行加仓（合计增持 42 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Aperture Investors, LLC 的前 5 大核心持股（包含 LIN, CLH, CYBERARK SOFTWARE LTD. CMN 等）合计占整体申报市值的 12.4%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LIN | Linde plc | 股票-原材料 | 3.75% | -1.27% | -7.23% | |
| 2 | CLH | Clean Harbors Inc | 股票-工业 | 3.53% | — | +66.94% | |
| 3 | ✓ | Cyberark Software LTD. Cmn | 股票-其他 | 3.49% | — | +13.66% | |
| 4 | TREX | Trex Company Inc | 股票-工业 | 3.42% | — | +31.26% | |
| 5 | VERX | Vertex Inc - Class A | 股票-其他 | 3.33% | — | +76.86% | |
| 6 | NPO | Enpro Inc | 股票-工业 | 3.09% | — | +47.20% | |
| 7 | MKSI | Mks Inc | 股票-科技 | 3.07% | — | -17.00% | |
| 8 | ACVA | Acv Auctions Inc-a | 股票-其他 | 3.06% | — | +30.07% | |
| 9 | SHAK | Shake Shack Inc - Class A | 股票-周期性消费 | 2.88% | -3.29% | EXIT | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.87% | -0.21% | -36.80% | |
| 11 | AVDX | Avidxchange Holdings Inc | 股票-其他 | 2.60% | — | +26.61% | |
| 12 | DSGX | Descartes Systems Grp/the | 股票-科技 | 2.49% | — | +34.56% | |
| 13 | VSTS | Vestis CORP | 股票-其他 | 2.36% | — | +789.62% | |
| 14 | DV | Doubleverify Holdings Inc | 股票-其他 | 2.33% | — | -3.24% | |
| 15 | SKY | Champion Homes Inc | 股票-周期性消费 | 2.17% | — | +16.86% | |
| 16 | APG | Api Group CORP | 股票-工业 | 2.16% | -0.28% | EXIT | |
| 17 | FSS | Federal Signal CORP | 股票-工业 | 2.09% | -0.45% | +16.70% | |
| 18 | OPCH | Option Care Health Inc | 股票-医疗保健 | 2.05% | — | +17.52% | |
| 19 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.04% | -1.88% | +97.76% | |
| 20 | IAS | Integral Ad Science Holding | 股票-其他 | 2.03% | — | +46.71% | |
| 21 | NYT | New York Times Co-a | 股票-通信服务 | 1.99% | — | +8.36% | |
| 22 | ARHS | Arhaus Inc | 股票-其他 | 1.91% | — | — | |
| 23 | ONT | Onterris Inc | 股票-其他 | 1.78% | — | +8.60% | |
| 24 | LIND | Lindblad Expeditions Holding | 股票-其他 | 1.75% | — | +46.02% | |
| 25 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 1.67% | -0.14% | +33.41% | |
| 26 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 1.67% | — | — | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 1.63% | -0.11% | +0.05% | |
| 28 | LOGI | Logitech International S.A. | 股票-科技 | 1.59% | — | +14.45% | |
| 29 | CAVA | Cava Group Inc | 股票-周期性消费 | 1.58% | -1.94% | — | |
| 30 | BC | Brunswick CORP | 股票-周期性消费 | 1.50% | — | -28.49% | |
| 31 | CRH | CRH plc | 股票-原材料 | 1.49% | -0.73% | +19.18% | |
| 32 | STLA | Stellantis N.V. | 股票-周期性消费 | 1.39% | — | +25.80% | |
| 33 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.37% | +0.28% | -0.58% | |
| 34 | RH | Rh | 股票-周期性消费 | 1.29% | — | +1131.73% | |
| 35 | FIVN | Five9 Inc | 股票-科技 | 1.26% | — | +95.45% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.13% | +1.28% | -17.83% | |
| 37 | TW | Tradeweb Markets Inc-class A | 股票-金融 | 1.12% | +0.45% | NEW | |
| 38 | 0C3 | Endeavor Group Hold-class A | 股票-其他 | 0.92% | — | +27.51% | |
| 39 | MA | Mastercard Inc - A | 股票-金融 | 0.91% | — | +13.24% | |
| 40 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.89% | -0.02% | +72.24% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.81% | -0.38% | +108.03% | |
| 42 | ATMU | Atmus Filtration Technologie | 股票-周期性消费 | 0.78% | — | — | |
| 43 | IBN | Icici Bank Ltd-spon Adr | 股票-金融 | 0.71% | -0.09% | +50.82% | |
| 44 | MDT | Medtronic plc | 股票-医疗保健 | 0.71% | -0.08% | +89.33% | |
| 45 | BCBUSD | Primo Water CORP | 股票-其他 | 0.69% | — | +86.44% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.68% | — | — | |
| 47 | BOOT | Boot Barn Holdings Inc | 股票-周期性消费 | 0.67% | — | -65.07% | |
| 48 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 0.66% | -0.15% | +669.80% | |
| 49 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.64% | — | — | |
| 50 | YUMC | Yum China Holdings Inc | 股票-周期性消费 | 0.59% | -0.22% | +103.52% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VSTS | Vestis CORP | +2% | +789.62% | 加仓 |
| 2 | ARHS | Arhaus Inc | +1.9% | NEW | 新建仓 |
| 3 | SJNK | Ss Spdr Bb St Hi Yield ETF | +1.7% | NEW | 新建仓 |
| 4 | CAVA | Cava Group Inc | +1.6% | NEW | 新建仓 |
| 5 | APG | Api Group CORP | +1.3% | +189.45% | 加仓 |
| 6 | RH | Rh | +1.2% | +1131.73% | 加仓 |
| 7 | VERX | Vertex Inc - Class A | +1.1% | +76.86% | 加仓 |
| 8 | CLH | Clean Harbors Inc | +1% | +66.94% | 加仓 |
| 9 | ATMU | Atmus Filtration Technologie | +0.8% | NEW | 新建仓 |
| 10 | VXUS | Vanguard Total Intl Stock | +0.7% | +97.76% | 加仓 |
| 11 | CVX | Chevron CORP | +0.7% | NEW | 新建仓 |
| 12 | BKLN | Invesco Senior Loan ETF | +0.6% | NEW | 新建仓 |
| 13 | DASH | Doordash Inc - A | +0.6% | NEW | 新建仓 |
| 14 | HDB | Hdfc Bank Ltd-adr | +0.5% | +669.80% | 加仓 |
| 15 | SHAK | Shake Shack Inc - Class A | +0.5% | +18.21% | 加仓 |
| 16 | ACVA | Acv Auctions Inc-a | +0.5% | +30.07% | 加仓 |
| 17 | TREX | Trex Company Inc | +0.4% | +31.26% | 加仓 |
| 18 | NPO | Enpro Inc | +0.4% | +47.20% | 加仓 |
| 19 | VST | Vistra CORP | +0.3% | NEW | 新建仓 |
| 20 | NVO | Novo-nordisk A/s-spons Adr | +0.3% | +72.24% | 加仓 |
| 21 | VWO | Vanguard Ftse Emerging Marke | +0.3% | +108.03% | 加仓 |
| 22 | BCBUSD | Primo Water CORP | +0.3% | +86.44% | 加仓 |
| 23 | AZNN | Astrazeneca Plc-spons Adr | +0.2% | +677.24% | 加仓 |
| 24 | ALC | Alcon Inc. | +0.2% | +237.70% | 加仓 |
| 25 | MDT | Medtronic plc | +0.2% | +89.33% | 加仓 |
| 26 | FCX | Freeport-mcmoran Inc | +0.2% | +135.82% | 加仓 |
| 27 | AVTR | Avantor Inc | +0.2% | +122.88% | 加仓 |
| 28 | YUMC | Yum China Holdings Inc | +0.2% | +103.52% | 加仓 |
| 29 | DSGX | Descartes Systems Grp/the | +0.2% | +34.56% | 加仓 |
| 30 | STLA | Stellantis N.V. | +0.1% | +25.80% | 加仓 |
| 31 | FIVN | Five9 Inc | +0.1% | +95.45% | 加仓 |
| 32 | CRH | CRH plc | +0.1% | +19.18% | 加仓 |
| 33 | IBN | Icici Bank Ltd-spon Adr | +0.1% | +50.82% | 加仓 |
| 34 | ✓ | Cyberark Software LTD. Cmn | — | +13.66% | 加仓 |
| 35 | 0C3 | Endeavor Group Hold-class A | — | +27.51% | 加仓 |
| 36 | SKY | Champion Homes Inc | -0.1% | +16.86% | 加仓 |
| 37 | AVDX | Avidxchange Holdings Inc | -0.1% | +26.61% | 加仓 |
| 38 | ONT | Onterris Inc | -0.1% | +8.60% | 加仓 |
| 39 | FSS | Federal Signal CORP | -0.1% | +16.70% | 加仓 |
| 40 | SONY | Sony Group CORP - Sp Adr | -0.2% | +33.41% | 加仓 |
| 41 | LIND | Lindblad Expeditions Holding | -0.2% | +46.02% | 加仓 |
| 42 | OPCH | Option Care Health Inc | -0.4% | +17.52% | 加仓 |
| 43 | MRO* | Marathon Oil CORP | -0.4% | EXIT | 清仓 |
| 44 | SPLKCHF | Splunk Inc | -0.5% | EXIT | 清仓 |
| 45 | NVDA | Nvidia CORP | -0.6% | -36.80% | 减仓 |
| 46 | BC | Brunswick CORP | -1.4% | -28.49% | 减仓 |
| 47 | BOOT | Boot Barn Holdings Inc | -1.5% | -65.07% | 减仓 |
| 48 | SITE | Siteone Landscape Supply Inc | -1.9% | EXIT | 清仓 |
| 49 | ATKR | Atkore Inc | -2.4% | EXIT | 清仓 |
| 50 | MTN | Vail Resorts Inc | -2.5% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Aperture Investors, LLC 在 Q1 2024 季度的美股持仓总市值约为 US$11.1亿，共申报了 77 个公开持股仓位。
在 Q1 2024 季度，Aperture Investors, LLC 按市值排列的前三大核心持股分别为：LIN (3.8%)、CLH (3.5%)、CYBERARK SOFTWARE LTD. CMN (3.5%)。其中最大持股仓位 LIN 占据整体投资组合约 3.8% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
ARHS
市值: US$1489.8万
本季最大获利了结 / 清仓标的
MTN
前期市值: US$1425.2万
在 Q1 2024 季度中，Aperture Investors, LLC 共进行了 50 项持仓异动，包含新建仓 8 个仓位、加仓 34 个仓位、减仓 3 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 ARHS。 本季清仓仓位包含 MTN。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。