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: 0001481669
申报总市值
US$132.3亿
US$132.3亿
39 檔
30.8%
根据最新整理的 13F 季度数据集，EdgePoint Investment Group Inc. 于 Q4 2024 结束时的管理资产规模为 US$132.3亿。该机构在本季度申报了 39 档美股持仓，呈现出该时期的主要投资地图。
EdgePoint Investment Group Inc. 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 4 个全新仓位及加仓 16 档持股的同时，亦同步清仓 3 档并减仓 14 档标的。
在资产配置集中度方面，EdgePoint Investment Group Inc. 的前 5 大核心持股（包含 NSC, QSR, MAT 等）合计占整体申报市值的 30.8%，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 | NSC | Norfolk Southern CORP | 股票-工业 | 7.36% | — | +1.95% | |
| 2 | QSR | Restaurant Brands Intern | 股票-周期性消费 | 6.59% | -2.08% | +26.62% | |
| 3 | MAT | Mattel Inc | 股票-周期性消费 | 6.47% | -0.37% | +14.89% | |
| 4 | BERYEUR | Berry Global Group Inc | 股票-其他 | 5.94% | — | -23.92% | |
| 5 | RBA | Rb Global Inc | 股票-工业 | 5.82% | +1.62% | -2.17% | |
| 6 | DAY | Dayforce Inc | 股票-其他 | 5.13% | — | -15.84% | |
| 7 | AMAT | Applied Materials Inc | 股票-科技 | 5.03% | -0.71% | +36.99% | |
| 8 | DLTR | Dollar Tree Inc | 股票-非周期性消费 | 4.70% | +1.47% | +14.42% | |
| 9 | ELV | Elevance Health Inc | 股票-医疗保健 | 4.67% | — | +22.00% | |
| 10 | FNV | Franco-nevada CORP | 股票-原材料 | 4.60% | -1.89% | +49.87% | |
| 11 | TEL | TE Connectivity plc | 股票-科技 | 4.39% | +0.87% | +15.33% | |
| 12 | LECO | Lincoln Electric Holdings | 股票-工业 | 3.81% | — | -3.99% | |
| 13 | QCOM | Qualcomm Inc | 股票-科技 | 3.74% | — | +49.56% | |
| 14 | BN | Brookfield CORP | 股票-金融 | 3.70% | -0.01% | -29.08% | |
| 15 | RVTY | Revvity Inc | 股票-医疗保健 | 3.58% | +1.00% | +51.10% | |
| 16 | JLL | Jones Lang Lasalle Inc | 股票-房地产 | 3.28% | -0.37% | +5.70% | |
| 17 | OREUR | Osisko Gold Royalties LTD | 股票-其他 | 3.21% | — | -3.66% | |
| 18 | AME | Ametek Inc | 股票-工业 | 3.20% | -0.55% | +14.59% | |
| 19 | ROST | Ross Stores Inc | 股票-周期性消费 | 3.04% | -3.21% | -1.85% | |
| 20 | WBD | Warner Bros Discovery Inc | 股票-通信服务 | 1.80% | — | +0.65% | |
| 21 | GNTX | Gentex CORP | 股票-周期性消费 | 1.67% | — | -4.47% | |
| 22 | ABX | Barrick Gold CORP | 股票-金融 | 1.40% | — | -31.69% | |
| 23 | LKQ | Lkq CORP | 股票-周期性消费 | 1.27% | -1.05% | EXIT | |
| 24 | PSMT | Pricesmart Inc | 股票-非周期性消费 | 1.06% | — | -48.29% | |
| 25 | CCOI | Cogent Communications Holdin | 股票-其他 | 0.94% | -0.10% | +0.05% | |
| 26 | ATS | Ats CORP | 股票-其他 | 0.85% | -0.10% | — | |
| 27 | AQN | Algonquin Power & Utilities | 股票-其他 | 0.80% | -0.08% | +32.81% | |
| 28 | GIL | Gildan Activewear Inc | 股票-周期性消费 | 0.64% | -0.23% | -7.48% | |
| 29 | BB | Blackberry LTD | 股票-其他 | 0.36% | — | +2.53% | |
| 30 | HBM | Hudbay Minerals Inc | 股票-其他 | 0.32% | -0.07% | -3.97% | |
| 31 | TCX | Tucows Inc-class A | 股票-其他 | 0.29% | -0.07% | — | |
| 32 | ECHO 3.875 11-30-30债券 | Echostar CORP | 债券 | 0.14% | — | — | |
| 33 | BLND | Blend Labs Inc-a | 股票-其他 | 0.09% | — | -25.27% | |
| 34 | BAM | Brookfield Asset Mgmt-a | 股票-金融 | 0.06% | — | — | |
| 35 | IFF | Intl Flavors & Fragrances | 股票-原材料 | 0.04% | — | — | |
| 36 | XPL | Solitario Resources CORP | 股票-其他 | 0.03% | -0.01% | — | |
| 37 | ✓ | National Energy Services Reu | 股票-其他 | — | — | — | |
| 38 | APTV | Aptiv PLC | 股票-周期性消费 | — | — | — | |
| 39 | CZR | Caesars Entertainment Inc | 股票-周期性消费 | — | — | -99.88% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | FNV | Franco-nevada CORP | +1.4% | +49.87% | 加仓 |
| 2 | LKQ | Lkq CORP | +1.3% | NEW | 新建仓 |
| 3 | QCOM | Qualcomm Inc | +1% | +49.56% | 加仓 |
| 4 | RVTY | Revvity Inc | +0.9% | +51.10% | 加仓 |
| 5 | DLTR | Dollar Tree Inc | +0.9% | +14.42% | 加仓 |
| 6 | QSR | Restaurant Brands Intern | +0.8% | +26.62% | 加仓 |
| 7 | AME | Ametek Inc | +0.5% | +14.59% | 加仓 |
| 8 | RBA | Rb Global Inc | +0.5% | -2.17% | 减仓 |
| 9 | AMAT | Applied Materials Inc | +0.5% | +36.99% | 加仓 |
| 10 | MAT | Mattel Inc | +0.4% | +14.89% | 加仓 |
| 11 | WBD | Warner Bros Discovery Inc | +0.4% | +0.65% | 加仓 |
| 12 | TEL | TE Connectivity plc | +0.4% | +15.33% | 加仓 |
| 13 | ECHO 3.875 11-30-30债券 | Echostar CORP | +0.1% | NEW | 新建仓 |
| 14 | BB | Blackberry LTD | +0.1% | +2.53% | 加仓 |
| 15 | AQN | Algonquin Power & Utilities | +0.1% | +32.81% | 加仓 |
| 16 | ATS | Ats CORP | 0% | — | 不变 |
| 17 | CCOI | Cogent Communications Holdin | 0% | +0.05% | 加仓 |
| 18 | BAM | Brookfield Asset Mgmt-a | 0% | — | 不变 |
| 19 | DAY | Dayforce Inc | — | -15.84% | 减仓 |
| 20 | IFF | Intl Flavors & Fragrances | — | — | 不变 |
| 21 | ✓ | National Energy Services Reu | — | NEW | 新建仓 |
| 22 | APTV | Aptiv PLC | — | NEW | 新建仓 |
| 23 | BLND | Blend Labs Inc-a | 0% | -25.27% | 减仓 |
| 24 | BTI | British American Tob-sp Adr | 0% | EXIT | 清仓 |
| 25 | XPL | Solitario Resources CORP | 0% | — | 不变 |
| 26 | JLL | Jones Lang Lasalle Inc | 0% | +5.70% | 加仓 |
| 27 | ROST | Ross Stores Inc | 0% | -1.85% | 减仓 |
| 28 | TCX | Tucows Inc-class A | -0.1% | — | 不变 |
| 29 | GIL | Gildan Activewear Inc | -0.1% | -7.48% | 减仓 |
| 30 | HBM | Hudbay Minerals Inc | -0.1% | -3.97% | 减仓 |
| 31 | DISH 0 12-15-25债券 | Dish Network CORP | -0.1% | EXIT | 清仓 |
| 32 | GNTX | Gentex CORP | -0.1% | -4.47% | 减仓 |
| 33 | DISH 3.375 08-15-26债券 | Dish Network CORP | -0.2% | EXIT | 清仓 |
| 34 | OREUR | Osisko Gold Royalties LTD | -0.2% | -3.66% | 减仓 |
| 35 | LECO | Lincoln Electric Holdings | -0.3% | -3.99% | 减仓 |
| 36 | NSC | Norfolk Southern CORP | -0.3% | +1.95% | 加仓 |
| 37 | ELV | Elevance Health Inc | -0.7% | +22.00% | 加仓 |
| 38 | PSMT | Pricesmart Inc | -1% | -48.29% | 减仓 |
| 39 | BN | Brookfield CORP | -1.1% | -29.08% | 减仓 |
| 40 | ABX | Barrick Gold CORP | -1.2% | -31.69% | 减仓 |
| 41 | CZR | Caesars Entertainment Inc | -1.6% | -99.88% | 减仓 |
| 42 | BERYEUR | Berry Global Group Inc | -2.3% | -23.92% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，EdgePoint Investment Group Inc. 在 Q4 2024 季度的美股持仓总市值约为 US$132.3亿，共申报了 39 个公开持股仓位。
在 Q4 2024 季度，EdgePoint Investment Group Inc. 按市值排列的前三大核心持股分别为：NSC (7.4%)、QSR (6.6%)、MAT (6.5%)。其中最大持股仓位 NSC 占据整体投资组合约 7.4% 的权重。
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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
LKQ
市值: US$1.6亿
本季最大获利了结 / 清仓标的
DISH 3.375 08-15-26
前期市值: US$2211.5万
在 Q4 2024 季度中，EdgePoint Investment Group Inc. 共进行了 37 项持仓异动，包含新建仓 4 个仓位、加仓 16 个仓位、减仓 14 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 LKQ。 本季清仓仓位包含 DISH 3.375 08-15-26。
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。