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: 0001512022
申报总市值
US$7.4亿
US$7.4亿
94 檔
21.6%
在 Q4 2024 的 13F 官方备案中，HERALD INVESTMENT MANAGEMENT Ltd 管理的美股投资组合规模来到 US$7.4亿，整体持股档数为 94 档。
HERALD INVESTMENT MANAGEMENT Ltd 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 7 档持股的同时，亦同步清仓 4 档并减仓 9 档标的。
在资产配置集中度方面，HERALD INVESTMENT MANAGEMENT Ltd 的前 5 大核心持股（包含 CLS, FN, PEGA 等）合计占整体申报市值的 21.6%，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 | CLS | Celestica Inc | 股票-科技 | 7.03% | -4.13% | -6.05% | |
| 2 | FN | Fabrinet | 股票-科技 | 6.42% | -4.10% | -2.72% | |
| 3 | PEGA | Pegasystems Inc | 股票-科技 | 5.30% | -1.82% | — | |
| 4 | SMCI | Super Micro Computer Inc | 股票-科技 | 3.77% | -0.54% | +772.76% | |
| 5 | DSGX | Descartes Systems Grp/the | 股票-科技 | 3.53% | -0.43% | -9.52% | |
| 6 | SIMO | Silicon Motion Technol-adr | 股票-其他 | 3.40% | +0.92% | — | |
| 7 | VRNS | Varonis Systems Inc | 股票-科技 | 3.22% | +0.78% | -3.27% | |
| 8 | RDWR | Radware Ltd. | 股票-其他 | 2.66% | -0.47% | -3.33% | |
| 9 | ✓ | Cyberark Software LTD. Cmn | 股票-其他 | 2.58% | — | -2.07% | |
| 10 | CCOI | Cogent Communications Holdin | 股票-其他 | 2.53% | -0.18% | — | |
| 11 | ARLO | Arlo Technologies Inc | 股票-其他 | 2.34% | -0.66% | — | |
| 12 | KLIC | Kulicke & Soffa Industries | 股票-科技 | 1.89% | +0.96% | +39.30% | |
| 13 | AVPT | Avepoint Inc | 股票-其他 | 1.89% | -0.16% | — | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.74% | -0.03% | -2.90% | |
| 15 | HLIT | Harmonic Inc | 股票-其他 | 1.70% | -0.39% | — | |
| 16 | DRS | Leonardo Drs Inc | 股票-工业 | 1.69% | -0.50% | -4.48% | |
| 17 | CEVA | Ceva Inc | 股票-其他 | 1.68% | +1.01% | — | |
| 18 | TSEM | Tower Semiconductor Ltd. | 股票-科技 | 1.67% | -0.56% | — | |
| 19 | VICR | Vicor CORP | 股票-科技 | 1.58% | -0.96% | — | |
| 20 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.57% | +0.17% | — | |
| 21 | SPSC | Sps Commerce Inc | 股票-科技 | 1.51% | — | -5.15% | |
| 22 | AMSWAUSD | American Software Inc-cl A | 股票-其他 | 1.49% | — | +2.96% | |
| 23 | QLYS | Qualys Inc | 股票-科技 | 1.49% | +0.21% | -12.16% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.45% | +0.37% | — | |
| 25 | QUIK | Quicklogic CORP | 股票-其他 | 1.35% | -0.09% | +46.08% | |
| 26 | FROG | JFrog Ltd. | 股票-科技 | 1.20% | +0.58% | — | |
| 27 | RDVT | Red Violet Inc | 股票-其他 | 1.18% | +1.28% | — | |
| 28 | ANET | Arista Networks Inc | 股票-科技 | 1.11% | +0.11% | — | |
| 29 | FIVN | Five9 Inc | 股票-科技 | 1.10% | +0.25% | +32.00% | |
| 30 | VERX | Vertex Inc - Class A | 股票-其他 | 1.05% | +0.14% | — | |
| 31 | AAPL | Apple Inc | 股票-科技 | 1.02% | +0.17% | — | |
| 32 | HSTM | Healthstream Inc | 股票-其他 | 0.99% | +0.12% | — | |
| 33 | FC | Franklin Covey Co | 股票-其他 | 0.98% | +0.20% | — | |
| 34 | FA | First Advantage CORP | 股票-其他 | 0.92% | +0.19% | — | |
| 35 | ALKT | Alkami Technology Inc | 股票-其他 | 0.90% | -0.11% | — | |
| 36 | FORM | Formfactor Inc | 股票-科技 | 0.85% | -0.20% | — | |
| 37 | CLMB | Climb Global Solutions Inc | 股票-其他 | 0.83% | -0.12% | — | |
| 38 | VECO | Veeco Instruments Inc | 股票-其他 | 0.77% | -0.23% | +25.00% | |
| 39 | RBBN | Ribbon Communications Inc | 股票-其他 | 0.77% | -0.03% | EXIT | |
| 40 | AVDX | Avidxchange Holdings Inc | 股票-其他 | 0.76% | — | — | |
| 41 | AMD | Advanced Micro Devices | 股票-科技 | 0.76% | +0.89% | -9.75% | |
| 42 | NABL | N-able Inc | 股票-其他 | 0.63% | -0.04% | EXIT | |
| 43 | MRAM | Everspin Technologies Inc | 股票-其他 | 0.63% | +0.06% | +20.00% | |
| 44 | LTRX | Lantronix Inc | 股票-其他 | 0.62% | — | -7.50% | |
| 45 | OSPN | Onespan Inc | 股票-其他 | 0.61% | — | — | |
| 46 | OOMA | Ooma Inc | 股票-其他 | 0.60% | +0.09% | — | |
| 47 | INUVGBP | Inuvo Inc | 股票-其他 | 0.59% | — | -5.22% | |
| 48 | BAND | Bandwidth Inc-class A | 股票-其他 | 0.58% | +0.63% | — | |
| 49 | ✓ | Radcom LTD New | 股票-其他 | 0.55% | +0.07% | — | |
| 50 | YELP | Yelp Inc | 股票-其他 | 0.51% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CLS | Celestica Inc | +2.7% | -6.05% | 减仓 |
| 2 | ANET | Arista Networks Inc | +1.1% | NEW | 新建仓 |
| 3 | PEGA | Pegasystems Inc | +0.9% | — | 不变 |
| 4 | QUIK | Quicklogic CORP | +0.7% | +46.08% | 加仓 |
| 5 | KLIC | Kulicke & Soffa Industries | +0.5% | +39.30% | 加仓 |
| 6 | FIVN | Five9 Inc | +0.5% | +32.00% | 加仓 |
| 7 | AVPT | Avepoint Inc | +0.5% | — | 不变 |
| 8 | ELVA | Electrovaya Inc | +0.4% | +372.00% | 加仓 |
| 9 | INUVGBP | Inuvo Inc | +0.3% | -5.22% | 减仓 |
| 10 | CEVA | Ceva Inc | +0.3% | — | 不变 |
| 11 | BELFB | Bel Fuse Inc-cl B | +0.3% | NEW | 新建仓 |
| 12 | VERX | Vertex Inc - Class A | +0.3% | — | 不变 |
| 13 | ✓ | +0.3% | NEW | 新建仓 | |
| 14 | RDVT | Red Violet Inc | +0.2% | — | 不变 |
| 15 | AMZN | Amazon.com Inc | +0.2% | — | 不变 |
| 16 | ✓ | Cyberark Software LTD. Cmn | +0.2% | -2.07% | 减仓 |
| 17 | TSEM | Tower Semiconductor Ltd. | +0.2% | — | 不变 |
| 18 | MLAB | Mesa Laboratories Inc | +0.2% | NEW | 新建仓 |
| 19 | CLMB | Climb Global Solutions Inc | +0.2% | — | 不变 |
| 20 | CMRC | Commerce.com Inc | +0.2% | +42.86% | 加仓 |
| 21 | KOPN | Kopin CORP | +0.2% | — | 不变 |
| 22 | VICR | Vicor CORP | +0.1% | — | 不变 |
| 23 | AVDX | Avidxchange Holdings Inc | +0.1% | — | 不变 |
| 24 | SPIR | Spire Global Inc | +0.1% | — | 不变 |
| 25 | MRAM | Everspin Technologies Inc | +0.1% | +20.00% | 加仓 |
| 26 | GOOGL | Alphabet Inc-cl A | +0.1% | — | 不变 |
| 27 | KD | Kyndryl Holdings Inc | +0.1% | — | 不变 |
| 28 | AIP | Arteris Inc | +0.1% | — | 不变 |
| 29 | RMNI | Rimini Street Inc | +0.1% | — | 不变 |
| 30 | ALKT | Alkami Technology Inc | +0.1% | — | 不变 |
| 31 | OOMA | Ooma Inc | +0.1% | — | 不变 |
| 32 | IDN | Intellicheck Inc | +0.1% | — | 不变 |
| 33 | DRS | Leonardo Drs Inc | +0.1% | -4.48% | 减仓 |
| 34 | CDNS | Cadence Design Sys Inc | -0.1% | -50.00% | 减仓 |
| 35 | GNSS | Genasys Inc | -0.1% | — | 不变 |
| 36 | MU | Micron Technology Inc | -0.1% | — | 不变 |
| 37 | BCOVUSD | Brightcove | -0.2% | EXIT | 清仓 |
| 38 | APPS | Digital Turbine Inc | -0.2% | — | 不变 |
| 39 | CGNT | Cognyte Software Ltd. | -0.2% | EXIT | 清仓 |
| 40 | SPSC | Sps Commerce Inc | -0.3% | -5.15% | 减仓 |
| 41 | HLIT | Harmonic Inc | -0.3% | — | 不变 |
| 42 | NABL | N-able Inc | -0.3% | — | 不变 |
| 43 | IMOS | Chipmos Technologies Inc-adr | -0.3% | EXIT | 清仓 |
| 44 | ARLO | Arlo Technologies Inc | -0.3% | — | 不变 |
| 45 | AMD | Advanced Micro Devices | -0.4% | -9.75% | 减仓 |
| 46 | SIMO | Silicon Motion Technol-adr | -0.6% | — | 不变 |
| 47 | FN | Fabrinet | -1.1% | -2.72% | 减仓 |
| 48 | ANETEUR | Arista Networks Inc | -1.1% | EXIT | 清仓 |
| 49 | VRNS | Varonis Systems Inc | -1.2% | -3.27% | 减仓 |
| 50 | SMCI | Super Micro Computer Inc | -2.4% | +772.76% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，HERALD INVESTMENT MANAGEMENT Ltd 在 Q4 2024 季度的美股持仓总市值约为 US$7.4亿，共申报了 94 个公开持股仓位。
在 Q4 2024 季度，HERALD INVESTMENT MANAGEMENT Ltd 按市值排列的前三大核心持股分别为：CLS (7.0%)、FN (6.4%)、PEGA (5.3%)。其中最大持股仓位 CLS 占据整体投资组合约 7.0% 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
ANET
市值: US$679.7万
本季最大获利了结 / 清仓标的
ANETEUR
前期市值: US$652.1万
在 Q4 2024 季度中，HERALD INVESTMENT MANAGEMENT Ltd 共进行了 24 项持仓异动，包含新建仓 4 个仓位、加仓 7 个仓位、减仓 9 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 ANET。 本季清仓仓位包含 ANETEUR。
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。