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: 0001569688
申报总市值
US$4.0亿
US$4.0亿
87 檔
23.0%
根据最新整理的 13F 季度数据集，Kerrisdale Advisers, LLC 于 Q1 2024 结束时的管理资产规模为 US$4.0亿。该机构在本季度申报了 87 档美股持仓，呈现出该时期的主要投资地图。
Kerrisdale Advisers, LLC 在 Q1 2024 进行了结构性的板块轮动与仓位换股。在开立 10 个全新仓位及加仓 10 档持股的同时，亦同步清仓 7 档并减仓 21 档标的。
在资产配置集中度方面，Kerrisdale Advisers, LLC 的前 5 大核心持股（包含 V, NE, SYY 等）合计占整体申报市值的 23.0%，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 | V | Visa Inc-class A Shares | 股票-金融 | 7.12% | -1.46% | -1.58% | |
| 2 | NE | Noble Corporation plc | 股票-能源 | 5.99% | -0.25% | EXIT | |
| 3 | SYY | Sysco CORP | 股票-非周期性消费 | 5.85% | -0.52% | -16.20% | |
| 4 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 5.05% | -0.28% | +0.60% | |
| 5 | WAB | Wabtec CORP | 股票-工业 | 4.87% | -0.23% | -3.52% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.33% | -0.95% | +27.14% | |
| 7 | VAL | Valaris Limited | 股票-能源 | 3.67% | — | -1.89% | |
| 8 | SHC | Sotera Health Co | 股票-其他 | 3.65% | -0.66% | +10.37% | |
| 9 | AON | Aon plc | 股票-金融 | 3.40% | — | -38.75% | |
| 10 | CSX | Csx CORP | 股票-工业 | 2.59% | — | -6.81% | |
| 11 | MSGE | Madison Square Garden Entert | 股票-其他 | 2.33% | -0.58% | +1.61% | |
| 12 | BAC | Bank Of America CORP | 股票-金融 | 2.23% | -0.12% | -10.12% | |
| 13 | UNP | Union Pacific CORP | 股票-工业 | 2.22% | -0.56% | -2.68% | |
| 14 | CIBEUR | Bancolombia S.a.-spons Adr | 股票-其他 | 2.19% | — | — | |
| 15 | ZM | Zoom Communications Inc | 股票-科技 | 2.10% | -0.74% | -2.90% | |
| 16 | STX | Seagate Technology Holdings plc | 股票-科技 | 2.08% | — | -33.48% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.94% | -0.99% | -0.10% | |
| 18 | NOC | Northrop Grumman CORP | 股票-工业 | 1.89% | — | -1.65% | |
| 19 | IMXI | International Money Express | 股票-其他 | 1.86% | — | -1.28% | |
| 20 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 1.76% | — | — | |
| 21 | SPGI | S&p Global Inc | 股票-金融 | 1.62% | — | — | |
| 22 | KFY | Korn Ferry | 股票-工业 | 1.54% | -0.25% | EXIT | |
| 23 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.33% | -1.32% | +154.89% | |
| 24 | MOS | Mosaic Co/the | 股票-原材料 | 1.27% | -0.18% | +22.15% | |
| 25 | CRM | Salesforce Inc | 股票-科技 | 1.23% | — | -42.32% | |
| 26 | MCO | Moody's CORP | 股票-金融 | 1.19% | — | — | |
| 27 | KNX | Knight-swift Transportation | 股票-工业 | 1.16% | — | — | |
| 28 | UHAL-B | U-haul Holding Co-non Voting | 股票-其他 | 1.16% | -0.32% | — | |
| 29 | DE | Deere & Co | 股票-工业 | 1.09% | — | +75.62% | |
| 30 | GTX | Garrett Motion Inc | 股票-周期性消费 | 1.09% | — | +469.47% | |
| 31 | PMTS | Cpi Card Group Inc | 股票-其他 | 1.08% | -0.02% | +3.69% | |
| 32 | CRL | Charles River Laboratories | 股票-医疗保健 | 0.94% | -0.20% | EXIT | |
| 33 | CRH | CRH plc | 股票-原材料 | 0.86% | — | — | |
| 34 | SMG | Scotts Miracle-gro Co | 股票-原材料 | 0.82% | — | +19.02% | |
| 35 | PNC | Pnc Financial Services Group | 股票-金融 | 0.80% | — | — | |
| 36 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.72% | +0.20% | NEW | |
| 37 | DAVA | Endava Plc- Spon Adr | 股票-其他 | 0.70% | -0.55% | — | |
| 38 | JOE | St Joe Co/the | 股票-其他 | 0.69% | -0.25% | — | |
| 39 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.60% | -0.38% | -38.49% | |
| 40 | USB | US Bancorp | 股票-金融 | 0.58% | — | — | |
| 41 | BA | Boeing Co/the | 股票-工业 | 0.57% | — | — | |
| 42 | BALL | Ball CORP | 股票-周期性消费 | 0.54% | — | -62.98% | |
| 43 | NSC | Norfolk Southern CORP | 股票-工业 | 0.53% | — | -74.37% | |
| 44 | CBRE | Cbre Group Inc - A | 股票-房地产 | 0.52% | — | — | |
| 45 | DBX | Dropbox Inc-class A | 股票-科技 | 0.51% | — | — | |
| 46 | WFC | Wells Fargo & Co | 股票-金融 | 0.50% | — | -61.86% | |
| 47 | HSIC | Henry Schein Inc | 股票-医疗保健 | 0.49% | -0.11% | — | |
| 48 | TWKSEUR | Thoughtworks Holding Inc | 股票-其他 | 0.48% | — | +1245.58% | |
| 49 | PBR | Petroleo Brasileiro-spon Adr | 股票-能源 | 0.48% | -0.43% | -5.85% | |
| 50 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.47% | — | -77.77% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.3% | +27.14% | 加仓 |
| 2 | GTX | Garrett Motion Inc | +0.9% | +469.47% | 加仓 |
| 3 | AMZN | Amazon.com Inc | +0.9% | +154.89% | 加仓 |
| 4 | CRH | CRH plc | +0.9% | NEW | 新建仓 |
| 5 | V | Visa Inc-class A Shares | +0.7% | -1.58% | 减仓 |
| 6 | DAVA | Endava Plc- Spon Adr | +0.7% | NEW | 新建仓 |
| 7 | WAB | Wabtec CORP | +0.7% | -3.52% | 减仓 |
| 8 | BA | Boeing Co/the | +0.6% | NEW | 新建仓 |
| 9 | MSGE | Madison Square Garden Entert | +0.6% | +1.61% | 加仓 |
| 10 | DE | Deere & Co | +0.5% | +75.62% | 加仓 |
| 11 | DBX | Dropbox Inc-class A | +0.5% | NEW | 新建仓 |
| 12 | HSIC | Henry Schein Inc | +0.5% | NEW | 新建仓 |
| 13 | VAL | Valaris Limited | +0.4% | -1.89% | 减仓 |
| 14 | TWKSEUR | Thoughtworks Holding Inc | +0.4% | +1245.58% | 加仓 |
| 15 | DEO | Diageo Plc-sponsored Adr | +0.4% | +0.60% | 加仓 |
| 16 | CIBEUR | Bancolombia S.a.-spons Adr | +0.3% | — | 不变 |
| 17 | FOXF | Fox Factory Holding CORP | +0.3% | NEW | 新建仓 |
| 18 | MSFT | Microsoft CORP | +0.3% | -0.10% | 减仓 |
| 19 | SMG | Scotts Miracle-gro Co | +0.3% | +19.02% | 加仓 |
| 20 | PAYO | Payoneer Global Inc | +0.2% | NEW | 新建仓 |
| 21 | DOCU | Docusign Inc | +0.2% | NEW | 新建仓 |
| 22 | MOS | Mosaic Co/the | +0.2% | +22.15% | 加仓 |
| 23 | ROKU | Roku Inc | +0.1% | NEW | 新建仓 |
| 24 | KWEB | Kranesh Csi China Internet | +0.1% | NEW | 新建仓 |
| 25 | BABA | Alibaba Group Holding-sp Adr | 0% | — | 不变 |
| 26 | TMUS | T-mobile US Inc | -0.1% | -16.56% | 减仓 |
| 27 | CUTREUR | Cutera Inc | -0.1% | -29.22% | 减仓 |
| 28 | SYY | Sysco CORP | -0.1% | -16.20% | 减仓 |
| 29 | LESL | Leslie's, Inc. | -0.1% | EXIT | 清仓 |
| 30 | 8LP1 | Vital Energy Inc | -0.1% | -50.63% | 减仓 |
| 31 | ATR | Aptargroup Inc | -0.1% | -64.96% | 减仓 |
| 32 | ZM | Zoom Communications Inc | -0.2% | -2.90% | 减仓 |
| 33 | EPAM | Epam Systems Inc | -0.2% | -37.73% | 减仓 |
| 34 | COP | Conocophillips | -0.2% | EXIT | 清仓 |
| 35 | JNP | Juniper Networks Inc | -0.2% | EXIT | 清仓 |
| 36 | LDOS | Leidos Holdings Inc | -0.4% | EXIT | 清仓 |
| 37 | BTU | Peabody Energy CORP | -0.4% | EXIT | 清仓 |
| 38 | UNH | Unitedhealth Group Inc | -0.4% | -38.49% | 减仓 |
| 39 | NTES | Netease Inc-adr | -0.5% | -81.23% | 减仓 |
| 40 | CRM | Salesforce Inc | -0.5% | -42.32% | 减仓 |
| 41 | WFC | Wells Fargo & Co | -0.6% | -61.86% | 减仓 |
| 42 | STX | Seagate Technology Holdings plc | -0.6% | -33.48% | 减仓 |
| 43 | BALL | Ball CORP | -0.6% | -62.98% | 减仓 |
| 44 | SHC | Sotera Health Co | -0.8% | +10.37% | 加仓 |
| 45 | CRL | Charles River Laboratories | -0.8% | -56.20% | 减仓 |
| 46 | LRCXEUR | Lam Research CORP | -1.2% | -77.77% | 减仓 |
| 47 | AON | Aon plc | -1.2% | -38.75% | 减仓 |
| 48 | NSC | Norfolk Southern CORP | -1.3% | -74.37% | 减仓 |
| 49 | CAT | Caterpillar Inc | -1.6% | EXIT | 清仓 |
| 50 | SPHR | Sphere Entertainment Co | -1.9% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Kerrisdale Advisers, LLC 在 Q1 2024 季度的美股持仓总市值约为 US$4.0亿，共申报了 87 个公开持股仓位。
在 Q1 2024 季度，Kerrisdale Advisers, LLC 按市值排列的前三大核心持股分别为：V (7.1%)、NE (6.0%)、SYY (5.8%)。其中最大持股仓位 V 占据整体投资组合约 7.1% 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
CRH
市值: US$275.0万
本季最大获利了结 / 清仓标的
SPHR
前期市值: US$620.9万
在 Q1 2024 季度中，Kerrisdale Advisers, LLC 共进行了 48 项持仓异动，包含新建仓 10 个仓位、加仓 10 个仓位、减仓 21 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 CRH。 本季清仓仓位包含 SPHR。
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。