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: 0001901865
申报总市值
US$44.1亿
US$44.1亿
70 檔
7.4%
在 Q3 2024 申报期间，Divisadero Street Capital Management, LP（CIK: 0001901865）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$44.1亿，共持有 70 个公开申报仓位。
在 Q3 2024，Divisadero Street Capital Management, LP 操作展现出积极扩展与加仓意向。本季共新建仓 33 个新仓位，并对 16 个既有持股进行加仓（合计增持 49 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Divisadero Street Capital Management, LP 的前 5 大核心持股（包含 VITL, RSI, CVNA 等）合计占整体申报市值的 7.4%，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 | VITL | Vital Farms Inc | 股票-其他 | 9.47% | +0.20% | +1761.35% | |
| 2 | RSI | Rush Street Interactive Inc | 股票-其他 | 8.56% | -2.18% | +70.82% | |
| 3 | CVNA | Carvana Co | 股票-周期性消费 | 8.04% | +3.23% | +52.45% | |
| 4 | ANF | Abercrombie & Fitch Co-cl A | 股票-周期性消费 | 7.50% | -0.11% | EXIT | |
| 5 | SN | SharkNinja, Inc. | 股票-周期性消费 | 6.28% | -0.57% | -8.07% | |
| 6 | TNDM | Tandem Diabetes Care Inc | 股票-其他 | 6.14% | — | — | |
| 7 | HIMS | Hims & Hers Health Inc | 股票-医疗保健 | 5.19% | +4.31% | -46.90% | |
| 8 | RXST | Rxsight Inc | 股票-其他 | 4.64% | — | +759.60% | |
| 9 | JILL | J. Jill Inc | 股票-其他 | 4.49% | — | +637.40% | |
| 10 | ATRC | Atricure Inc | 股票-其他 | 4.41% | -0.87% | — | |
| 11 | GRPN | Groupon Inc | 股票-其他 | 3.08% | +0.79% | -31.40% | |
| 12 | SRAD | Sportradar Group AG | 股票-其他 | 2.98% | — | +170.40% | |
| 13 | EAT | Brinker International Inc | 股票-周期性消费 | 2.79% | -1.54% | EXIT | |
| 14 | LTH | Life Time Group Holdings Inc | 股票-其他 | 2.20% | — | — | |
| 15 | ✓ | Establishment Labs Holdings In | 股票-其他 | 1.79% | +0.21% | NEW | |
| 16 | DAVE | Dave Inc | 股票-其他 | 1.77% | +1.25% | -40.72% | |
| 17 | MAX | Mediaalpha Inc-class A | 股票-其他 | 1.64% | +0.26% | +23.93% | |
| 18 | INGN | Inogen Inc | 股票-其他 | 1.24% | -0.02% | -54.98% | |
| 19 | FRPT | Freshpet Inc | 股票-非周期性消费 | 1.15% | +0.04% | NEW | |
| 20 | WGS | Genedx Holdings CORP | 股票-其他 | 1.14% | — | -1.43% | |
| 21 | CLFD | Clearfield Inc | 股票-其他 | 0.99% | +0.12% | NEW | |
| 22 | LFMD | Lifemd Inc | 股票-其他 | 0.96% | -0.01% | +0.67% | |
| 23 | DKNG | Draftkings Inc-cl A | 股票-周期性消费 | 0.95% | +0.05% | +109.80% | |
| 24 | EXTR | Extreme Networks Inc | 股票-其他 | 0.86% | — | — | |
| 25 | AS | Amer Sports, Inc. | 股票-周期性消费 | 0.84% | +0.77% | — | |
| 26 | CELH | Celsius Holdings Inc | 股票-非周期性消费 | 0.81% | -2.55% | — | |
| 27 | BXC | Bluelinx Holdings Inc | 股票-其他 | 0.77% | -0.09% | — | |
| 28 | TMDX | Transmedics Group Inc | 股票-医疗保健 | 0.73% | — | +15.53% | |
| 29 | RAMP | Liveramp Holdings Inc | 股票-其他 | 0.65% | — | — | |
| 30 | PTON | Peloton Interactive Inc-a | 股票-周期性消费 | 0.65% | — | — | |
| 31 | ✓ | Despegar.com CORP | 股票-其他 | 0.64% | — | — | |
| 32 | COCO | Vita Coco Co Inc/the | 股票-其他 | 0.58% | -0.21% | EXIT | |
| 33 | NSSC | Napco Security Technologies | 股票-其他 | 0.55% | -0.04% | -71.74% | |
| 34 | SGHT | Sight Sciences Inc | 股票-其他 | 0.54% | — | — | |
| 35 | LOCO | El Pollo Loco Holdings Inc | 股票-其他 | 0.41% | -0.09% | -57.63% | |
| 36 | BRBR | Bellring Brands Inc | 股票-非周期性消费 | 0.41% | -0.33% | — | |
| 37 | RELY | Remitly Global Inc | 股票-其他 | 0.36% | +1.20% | — | |
| 38 | SBH | Sally Beauty Holdings Inc | 股票-其他 | 0.33% | — | — | |
| 39 | VMD | Viemed Healthcare Inc | 股票-其他 | 0.31% | — | — | |
| 40 | WLDN | Willdan Group Inc | 股票-其他 | 0.31% | +1.84% | — | |
| 41 | XPOF | Xponential Fitness Inc-a | 股票-其他 | 0.27% | — | — | |
| 42 | CHGG | Chegg Inc | 股票-非周期性消费 | 0.24% | — | — | |
| 43 | SONO | Sonos Inc | 股票-其他 | 0.23% | — | — | |
| 44 | SKIN | Skinhealth Systems Inc | 股票-其他 | 0.21% | — | -53.47% | |
| 45 | HROW | Harrow Inc | 股票-其他 | 0.20% | +0.42% | NEW | |
| 46 | BBW | Build-a-bear Workshop Inc | 股票-其他 | 0.14% | -1.45% | — | |
| 47 | PZZA | Papa John's Intl Inc | 股票-其他 | 0.13% | — | — | |
| 48 | ACVA | Acv Auctions Inc-a | 股票-其他 | 0.12% | +0.05% | — | |
| 49 | DXLG | Destination Xl Group Inc | 股票-其他 | 0.11% | — | EXIT | |
| 50 | PTLO | Portillo's Inc-cl A | 股票-其他 | 0.11% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VITL | Vital Farms Inc | +8.6% | +1761.35% | 加仓 |
| 2 | TNDM | Tandem Diabetes Care Inc | +6.1% | NEW | 新建仓 |
| 3 | ATRC | Atricure Inc | +4.4% | NEW | 新建仓 |
| 4 | RXST | Rxsight Inc | +3.8% | +759.60% | 加仓 |
| 5 | JILL | J. Jill Inc | +3.4% | +637.40% | 加仓 |
| 6 | CVNA | Carvana Co | +3.2% | +52.45% | 加仓 |
| 7 | RSI | Rush Street Interactive Inc | +3% | +70.82% | 加仓 |
| 8 | EAT | Brinker International Inc | +2.4% | +656.51% | 加仓 |
| 9 | LTH | Life Time Group Holdings Inc | +2.2% | NEW | 新建仓 |
| 10 | SRAD | Sportradar Group AG | +1.7% | +170.40% | 加仓 |
| 11 | ✓ | Establishment Labs Holdings In | +0.9% | +165.92% | 加仓 |
| 12 | EXTR | Extreme Networks Inc | +0.9% | NEW | 新建仓 |
| 13 | AS | Amer Sports, Inc. | +0.8% | NEW | 新建仓 |
| 14 | CELH | Celsius Holdings Inc | +0.8% | NEW | 新建仓 |
| 15 | RAMP | Liveramp Holdings Inc | +0.7% | NEW | 新建仓 |
| 16 | PTON | Peloton Interactive Inc-a | +0.7% | NEW | 新建仓 |
| 17 | ✓ | Despegar.com CORP | +0.6% | NEW | 新建仓 |
| 18 | COCO | Vita Coco Co Inc/the | +0.6% | NEW | 新建仓 |
| 19 | SGHT | Sight Sciences Inc | +0.5% | NEW | 新建仓 |
| 20 | MAX | Mediaalpha Inc-class A | +0.4% | +23.93% | 加仓 |
| 21 | BRBR | Bellring Brands Inc | +0.4% | NEW | 新建仓 |
| 22 | DKNG | Draftkings Inc-cl A | +0.4% | +109.80% | 加仓 |
| 23 | SN | SharkNinja, Inc. | +0.4% | -8.07% | 减仓 |
| 24 | RELY | Remitly Global Inc | +0.4% | NEW | 新建仓 |
| 25 | SBH | Sally Beauty Holdings Inc | +0.3% | NEW | 新建仓 |
| 26 | VMD | Viemed Healthcare Inc | +0.3% | NEW | 新建仓 |
| 27 | WLDN | Willdan Group Inc | +0.3% | NEW | 新建仓 |
| 28 | WGS | Genedx Holdings CORP | +0.3% | -1.43% | 减仓 |
| 29 | SONO | Sonos Inc | +0.2% | NEW | 新建仓 |
| 30 | HROW | Harrow Inc | +0.2% | NEW | 新建仓 |
| 31 | BBW | Build-a-bear Workshop Inc | +0.1% | NEW | 新建仓 |
| 32 | PZZA | Papa John's Intl Inc | +0.1% | NEW | 新建仓 |
| 33 | ACVA | Acv Auctions Inc-a | +0.1% | NEW | 新建仓 |
| 34 | DXLG | Destination Xl Group Inc | +0.1% | NEW | 新建仓 |
| 35 | PTLO | Portillo's Inc-cl A | +0.1% | NEW | 新建仓 |
| 36 | EWCZ | European Wax Center Inc-a | +0.1% | NEW | 新建仓 |
| 37 | PGNY | Progyny Inc | +0.1% | NEW | 新建仓 |
| 38 | EZPW | Ezcorp Inc-cl A | +0.1% | NEW | 新建仓 |
| 39 | KSS | Kohls CORP | +0.1% | NEW | 新建仓 |
| 40 | OFIX | Orthofix Medical Inc | +0.1% | NEW | 新建仓 |
| 41 | DBI | Designer Brands Inc-class A | +0.1% | NEW | 新建仓 |
| 42 | SG | Sweetgreen Inc - Class A | 0% | +81.16% | 加仓 |
| 43 | CVRX | Cvrx Inc | 0% | NEW | 新建仓 |
| 44 | CTRN | Citi Trends Inc | 0% | NEW | 新建仓 |
| 45 | CRMT | America's Car-mart Inc | 0% | NEW | 新建仓 |
| 46 | BMBL | Bumble Inc-a | 0% | NEW | 新建仓 |
| 47 | PRPL | Purple Innovation Inc | — | — | 不变 |
| 48 | CORZ | Core Scientific Inc | 0% | EXIT | 清仓 |
| 49 | STIM | Neuronetics Inc | 0% | -26.34% | 减仓 |
| 50 | REAL | Realreal Inc/the | 0% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Divisadero Street Capital Management, LP 在 Q3 2024 季度的美股持仓总市值约为 US$44.1亿，共申报了 70 个公开持股仓位。
在 Q3 2024 季度，Divisadero Street Capital Management, LP 按市值排列的前三大核心持股分别为：VITL (9.5%)、RSI (8.6%)、CVNA (8.0%)。其中最大持股仓位 VITL 占据整体投资组合约 9.5% 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
TNDM
市值: US$5065.1万
本季最大获利了结 / 清仓标的
UPWK
前期市值: US$3570.0万
在 Q3 2024 季度中，Divisadero Street Capital Management, LP 共进行了 85 项持仓异动，包含新建仓 33 个仓位、加仓 16 个仓位、减仓 14 个仓位以及清仓 22 个仓位。 其中最大新建仓标的为 TNDM。 本季清仓仓位包含 UPWK。
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。