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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001076809
申报总市值
US$406.6万
US$406.6万
365 檔
26062.2%
Glazer Capital, LLC 在 Q4 2025 季度的美股仓位总计估值为 US$406.6万，分散于 365 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q4 2025，Glazer Capital, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 101 个新仓位，并对 19 个既有持股进行加仓（合计增持 120 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Glazer Capital, LLC 的前 5 大核心持股（包含 DAY, CYBERARK SOFTWARE LTD. CMN, RNAGBP 等）合计占整体申报市值的 26062.2%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 365 只）
| # | 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 | DAY | Dayforce Inc | 股票-其他 | 8.24% | — | +698.18% | |
| 2 | ✓ | Cyberark Software LTD. Cmn | 股票-其他 | 6.25% | — | +56.73% | |
| 3 | RNAGBP | Avidity Biosciences Inc | 股票-其他 | 4.68% | — | — | |
| 4 | EXK | Exact Sciences CORP | 股票-原材料 | 4.61% | — | — | |
| 5 | AL | Air Lease CORP | 股票-其他 | 4.08% | -7.44% | EXIT | |
| 6 | CMA | Comerica Inc | 股票-其他 | 3.96% | — | — | |
| 7 | CDTX | Cidara Therapeutics Inc | 股票-其他 | 3.78% | — | — | |
| 8 | BHF | Brighthouse Financial Inc | 股票-金融 | 2.98% | -2.67% | — | |
| 9 | EA | Electronic Arts Inc | 股票-通信服务 | 2.72% | -1.48% | +531.79% | |
| 10 | CADE | Cadence Bank | 股票-其他 | 2.21% | — | — | |
| 11 | CWAN | Clearwater Analytics Holdings, Inc. | 股票-科技 | 1.99% | -3.92% | EXIT | |
| 12 | BSY 0.125 01-15-26债券 | Bentley Systems Inc | 债券 | 1.53% | — | — | |
| 13 | SDA | Sealed Air CORP | 股票-周期性消费 | 1.53% | -4.54% | EXIT | |
| 14 | VAC 0 01-15-26债券 | Marriott Vacation Worldw | 债券 | 1.40% | — | +173.15% | |
| 15 | DBX 0 03-01-26债券 | Dropbox Inc | 债券 | 1.31% | — | — | |
| 16 | CABO 0 03-15-26债券 | Cable One Inc | 债券 | 1.30% | — | +85.47% | |
| 17 | CATBUSD | Astria Therapeutics Inc | 股票-其他 | 1.30% | — | — | |
| 18 | FUBO 3.25 02-15-26债券 | Fubotv Inc | 债券 | 1.18% | — | +81.31% | |
| 19 | 8QR | Confluent Inc-class A | 股票-其他 | 1.10% | — | — | |
| 20 | AHL-PD | Aspen Insurance Holdings Limited | 股票-其他 | 1.10% | — | +22.07% | |
| 21 | MTN 0 01-01-26债券 | Vail Resorts Inc | 债券 | 1.06% | — | +473.93% | |
| 22 | 9HI | Hillenbrand Inc | 股票-其他 | 0.99% | — | — | |
| 23 | PLYM | Plymouth Industrial Reit Inc | 股票-其他 | 0.96% | — | — | |
| 24 | SNOW 0 10-01-29债券 | Snowflake Inc | 债券 | 0.84% | -0.83% | EXIT | |
| 25 | COIN 0.25 04-01-30债券 | Coinbase Global Inc | 债券 | 0.73% | -0.58% | -31.57% | |
| 26 | FYBR | Frontier Communications Pare | 股票-其他 | 0.73% | — | — | |
| 27 | HO1 | Hologic Inc | 股票-其他 | 0.72% | -5.71% | EXIT | |
| 28 | DENN | Denny's CORP | 股票-其他 | 0.63% | — | — | |
| 29 | ✓ | Drugs Made In Amer Acq Ii Co | 股票-其他 | 0.61% | +0.08% | — | |
| 30 | AM6 | Amicus Therapeutics Inc | 股票-其他 | 0.60% | -3.90% | EXIT | |
| 31 | ✓ | Eqv Ventures Ac CORP. Ii | 股票-其他 | 0.58% | +0.12% | -0.60% | |
| 32 | ✓ | 股票-其他 | 0.57% | +0.08% | — | ||
| 33 | JHG | Janus Henderson Group plc | 股票-金融 | 0.56% | +7.23% | — | |
| 34 | 1RG | Rev Group Inc | 股票-其他 | 0.56% | — | — | |
| 35 | ✓ | 股票-其他 | 0.53% | -0.20% | -2.51% | ||
| 36 | GTLS | Chart Industries Inc | 股票-工业 | 0.52% | +1.18% | — | |
| 37 | EB4 | Eventbrite Inc-class A | 股票-其他 | 0.52% | — | — | |
| 38 | CIO | City Office Reit Inc | 股票-其他 | 0.51% | — | +22.09% | |
| 39 | ✓ | Drugs Made In Amer Acqutn Co | 股票-其他 | 0.50% | -0.11% | -0.32% | |
| 40 | ALRM 0 01-15-26债券 | Alarm.com Hldgs Inc | 债券 | 0.46% | — | — | |
| 41 | U | Unity Software Inc | 股票-科技 | 0.45% | — | +6.82% | |
| 42 | ANSCW | Agriculture & Natural Solutions Acquisition Corporation | 股票-其他 | 0.44% | -0.01% | -18.75% | |
| 43 | ✓ | Oyster Enterprises Ii Acquis Ord Sh | 股票-其他 | 0.40% | +0.07% | +0.10% | |
| 44 | ✓ | 股票-其他 | 0.40% | +0.06% | — | ||
| 45 | ✓ | 股票-其他 | 0.39% | — | — | ||
| 46 | ✓ | Berto Acquisition CORP | 股票-其他 | 0.39% | +0.03% | -19.05% | |
| 47 | ✓ | Alussa Energy Acquisition Co | 股票-其他 | 0.36% | — | — | |
| 48 | ✓ | Meshflow Acquisition CORP | 股票-其他 | 0.35% | — | — | |
| 49 | EM | Smart Share Global LTD - Adr | 股票-其他 | 0.35% | -0.27% | EXIT | |
| 50 | JAMF | Jamf Holding CORP | 股票-其他 | 0.34% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | DAY | Dayforce Inc | +6.9% | +698.18% | 加仓 |
| 2 | AL | Air Lease CORP | +3.7% | +1252.95% | 加仓 |
| 3 | EA | Electronic Arts Inc | +2.2% | +531.79% | 加仓 |
| 4 | MTN 0 01-01-26债券 | Vail Resorts Inc | +0.8% | +473.93% | 加仓 |
| 5 | VAC 0 01-15-26债券 | Marriott Vacation Worldw | +0.8% | +173.15% | 加仓 |
| 6 | ✓ | Cyberark Software LTD. Cmn | +0.7% | +56.73% | 加仓 |
| 7 | CABO 0 03-15-26债券 | Cable One Inc | +0.4% | +85.47% | 加仓 |
| 8 | FUBO 3.25 02-15-26债券 | Fubotv Inc | +0.4% | +81.31% | 加仓 |
| 9 | ✓ | +0.2% | +335.48% | 加仓 | |
| 10 | BFINUSD | Bankfinancial CORP | +0.1% | +215.26% | 加仓 |
| 11 | FSFG | First Savings Financial Grp | +0.1% | +140.12% | 加仓 |
| 12 | ✓ | +0.1% | +169.67% | 加仓 | |
| 13 | ✓ | Live Oak Acquisition CORP V | +0.1% | +86.26% | 加仓 |
| 14 | CEPO | Cantor Equity Partners I, Inc. | 0% | +113.18% | 加仓 |
| 15 | ✓ | Fifth Era Acquisition CORP I | 0% | +31.79% | 加仓 |
| 16 | CIO | City Office Reit Inc | 0% | +22.09% | 加仓 |
| 17 | AHL-PD | Aspen Insurance Holdings Limited | 0% | +22.07% | 加仓 |
| 18 | SNOW 0 10-01-29债券 | Snowflake Inc | 0% | +24.13% | 加仓 |
| 19 | U | Unity Software Inc | 0% | +6.82% | 加仓 |
| 20 | ✓ | Texas Ventures Acquisition I | -0.1% | -73.31% | 减仓 |
| 21 | ✓ | -0.1% | -50.30% | 减仓 | |
| 22 | ✓ | Rf Acquisition CORP Ii | -0.1% | -61.46% | 减仓 |
| 23 | ✓ | Cartesian Growth CORP Iii | -0.2% | -29.04% | 减仓 |
| 24 | GTENU | Gores Holdings X, Inc. | -0.2% | -27.26% | 减仓 |
| 25 | ✓ | Haymaker Acquisition CORP Iv | -0.2% | -25.66% | 减仓 |
| 26 | ✓ | Blue Wtr Acquisition CORP. I | -0.2% | -30.45% | 减仓 |
| 27 | ✓ | Bain Cap Gss Invt CORP | -0.2% | -99.98% | 减仓 |
| 28 | ✓ | -0.2% | -70.21% | 减仓 | |
| 29 | LBRDK | Liberty Broadband-c | -0.2% | -47.04% | 减仓 |
| 30 | ANSCW | Agriculture & Natural Solutions Acquisition Corporation | -0.2% | -18.75% | 减仓 |
| 31 | ✓ | Berto Acquisition CORP | -0.2% | -19.05% | 减仓 |
| 32 | ✓ | -0.3% | -54.04% | 减仓 | |
| 33 | IMXI | International Money Express | -0.4% | -72.09% | 减仓 |
| 34 | 75Z | Soho House & Co Inc | -0.4% | -94.80% | 减仓 |
| 35 | UTE0 | Cantaloupe Inc | -0.5% | -85.42% | 减仓 |
| 36 | PRA | Proassurance CORP | -0.7% | -77.92% | 减仓 |
| 37 | COIN 0.25 04-01-30债券 | Coinbase Global Inc | -0.9% | -31.57% | 减仓 |
| 38 | VRNA | Verona Pharma PLC - Adr | — | EXIT | 清仓 |
| 39 | RNAGBP | Avidity Biosciences Inc | — | NEW | 新建仓 |
| 40 | EXK | Exact Sciences CORP | — | NEW | 新建仓 |
| 41 | ✓ | Merus N V | — | EXIT | 清仓 |
| 42 | CMA | Comerica Inc | — | NEW | 新建仓 |
| 43 | CDTX | Cidara Therapeutics Inc | — | NEW | 新建仓 |
| 44 | 07WA | Mr Cooper Group Inc | — | EXIT | 清仓 |
| 45 | BHF | Brighthouse Financial Inc | — | NEW | 新建仓 |
| 46 | AVDX | Avidxchange Holdings Inc | — | EXIT | 清仓 |
| 47 | CADE | Cadence Bank | — | NEW | 新建仓 |
| 48 | ETNBGBP | 89bio Inc | — | EXIT | 清仓 |
| 49 | CWAN | Clearwater Analytics Holdings, Inc. | — | NEW | 新建仓 |
| 50 | VBTX | Veritex Holdings Inc | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Glazer Capital, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$406.6万，共申报了 365 个公开持股仓位。
在 Q4 2025 季度，Glazer Capital, LLC 按市值排列的前三大核心持股分别为：DAY (8.2%)、CYBERARK SOFTWARE LTD. CMN (6.3%)、RNAGBP (4.7%)。其中最大持股仓位 DAY 占据整体投资组合约 8.2% 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
RNAGBP
市值: US$1.8亿
本季最大获利了结 / 清仓标的
VRNA
前期市值: US$3.4亿
在 Q4 2025 季度中，Glazer Capital, LLC 共进行了 200 项持仓异动，包含新建仓 101 个仓位、加仓 19 个仓位、减仓 18 个仓位以及清仓 62 个仓位。 其中最大新建仓标的为 RNAGBP。 本季清仓仓位包含 VRNA。
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。