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: 0001569688
申报总市值
US$4.0亿
US$4.0亿
97 檔
20.3%
在 Q3 2024 的 13F 官方备案中，Kerrisdale Advisers, LLC 管理的美股投资组合规模来到 US$4.0亿，整体持股档数为 97 档。
Kerrisdale Advisers, LLC 在 Q3 2024 进行了结构性的板块轮动与仓位换股。在开立 13 个全新仓位及加仓 23 档持股的同时，亦同步清仓 9 档并减仓 35 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 SYY, V, DEO 等）合计占整体申报市值的 20.3%，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 | SYY | Sysco CORP | 股票-非周期性消费 | 6.69% | -0.52% | -40.78% | |
| 2 | V | Visa Inc-class A Shares | 股票-金融 | 6.14% | -1.46% | -15.28% | |
| 3 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 5.65% | -0.28% | — | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.58% | -0.95% | — | |
| 5 | SHC | Sotera Health Co | 股票-其他 | 4.52% | -0.66% | -17.83% | |
| 6 | NE | Noble Corporation plc | 股票-能源 | 4.05% | -0.25% | EXIT | |
| 7 | STX | Seagate Technology Holdings plc | 股票-科技 | 3.37% | — | -1.01% | |
| 8 | WAB | Wabtec CORP | 股票-工业 | 3.12% | -0.23% | -13.69% | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.77% | -1.32% | +13.39% | |
| 10 | DAVA | Endava Plc- Spon Adr | 股票-其他 | 2.63% | -0.55% | +47.07% | |
| 11 | CSX | Csx CORP | 股票-工业 | 2.61% | — | — | |
| 12 | MELI | Mercadolibre Inc | 股票-周期性消费 | 2.37% | -2.03% | +68.71% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 2.36% | -0.99% | +9.96% | |
| 14 | CIBEUR | Bancolombia S.a.-spons Adr | 股票-其他 | 2.23% | — | +13.74% | |
| 15 | UNP | Union Pacific CORP | 股票-工业 | 2.21% | -0.56% | -4.59% | |
| 16 | ZM | Zoom Communications Inc | 股票-科技 | 2.14% | -0.74% | -13.26% | |
| 17 | ACMR | Acm Research Inc-class A | 股票-其他 | 2.07% | -1.36% | — | |
| 18 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 2.01% | — | -28.01% | |
| 19 | CRM | Salesforce Inc | 股票-科技 | 1.49% | — | -3.66% | |
| 20 | UHAL-B | U-haul Holding Co-non Voting | 股票-其他 | 1.35% | -0.32% | — | |
| 21 | DE | Deere & Co | 股票-工业 | 1.35% | — | +18.37% | |
| 22 | VAL | Valaris Limited | 股票-能源 | 1.31% | — | -40.00% | |
| 23 | EPAM | Epam Systems Inc | 股票-科技 | 1.31% | — | — | |
| 24 | IMXI | International Money Express | 股票-其他 | 1.29% | — | -18.69% | |
| 25 | GTM | Zoominfo Technologies Inc | 股票-科技 | 1.27% | — | +124.49% | |
| 26 | CLS | Celestica Inc | 股票-科技 | 1.20% | — | — | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 1.15% | -0.12% | -37.06% | |
| 28 | MSGE | Madison Square Garden Entert | 股票-其他 | 1.13% | -0.58% | -49.86% | |
| 29 | PMTS | Cpi Card Group Inc | 股票-其他 | 1.11% | -0.02% | -25.95% | |
| 30 | DBX | Dropbox Inc-class A | 股票-科技 | 0.93% | — | -3.62% | |
| 31 | KNX | Knight-swift Transportation | 股票-工业 | 0.90% | — | -29.04% | |
| 32 | KFY | Korn Ferry | 股票-工业 | 0.90% | -0.25% | EXIT | |
| 33 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.85% | — | +76.05% | |
| 34 | JD | Jd.com Inc-adr | 股票-周期性消费 | 0.83% | — | +27.28% | |
| 35 | GTX | Garrett Motion Inc | 股票-周期性消费 | 0.82% | — | -18.78% | |
| 36 | PNC | Pnc Financial Services Group | 股票-金融 | 0.78% | — | — | |
| 37 | WMG | Warner Music Group Corp-cl A | 股票-其他 | 0.71% | -0.02% | +259.04% | |
| 38 | HSIC | Henry Schein Inc | 股票-医疗保健 | 0.69% | -0.11% | +8.88% | |
| 39 | FBTC | Fidelity Wise Origin Bitcoin | ETF-加密货币 | 0.66% | — | +66.68% | |
| 40 | BA | Boeing Co/the | 股票-工业 | 0.66% | — | +28.18% | |
| 41 | MOS | Mosaic Co/the | 股票-原材料 | 0.64% | -0.18% | -43.36% | |
| 42 | RTO | Rentokil Initial Plc-sp Adr | 股票-其他 | 0.63% | — | — | |
| 43 | AON | Aon plc | 股票-金融 | 0.62% | — | -78.30% | |
| 44 | SMCIUSD | Super Micro Computer Inc | 股票-其他 | 0.59% | — | — | |
| 45 | USB | US Bancorp | 股票-金融 | 0.59% | — | -9.19% | |
| 46 | NOC | Northrop Grumman CORP | 股票-工业 | 0.55% | — | -73.21% | |
| 47 | PBR | Petroleo Brasileiro-spon Adr | 股票-能源 | 0.54% | -0.43% | — | |
| 48 | BITB | Bitwise Bitcoin ETF | ETF-加密货币 | 0.54% | — | -48.23% | |
| 49 | WFC | Wells Fargo & Co | 股票-金融 | 0.53% | — | — | |
| 50 | FOXF | Fox Factory Holding CORP | 股票-其他 | 0.51% | -0.10% | -10.03% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ACMR | Acm Research Inc-class A | +2.1% | NEW | 新建仓 |
| 2 | MELI | Mercadolibre Inc | +1.3% | +68.71% | 加仓 |
| 3 | CLS | Celestica Inc | +1.2% | NEW | 新建仓 |
| 4 | DEO | Diageo Plc-sponsored Adr | +1% | — | 不变 |
| 5 | SHC | Sotera Health Co | +0.9% | -17.83% | 减仓 |
| 6 | DAVA | Endava Plc- Spon Adr | +0.7% | +47.07% | 加仓 |
| 7 | RTO | Rentokil Initial Plc-sp Adr | +0.6% | NEW | 新建仓 |
| 8 | GTM | Zoominfo Technologies Inc | +0.6% | +124.49% | 加仓 |
| 9 | SMCIUSD | Super Micro Computer Inc | +0.6% | NEW | 新建仓 |
| 10 | WMG | Warner Music Group Corp-cl A | +0.5% | +259.04% | 加仓 |
| 11 | JD | Jd.com Inc-adr | +0.4% | +27.28% | 加仓 |
| 12 | AMZN | Amazon.com Inc | +0.4% | +13.39% | 加仓 |
| 13 | DE | Deere & Co | +0.4% | +18.37% | 加仓 |
| 14 | STX | Seagate Technology Holdings plc | +0.4% | -1.01% | 减仓 |
| 15 | CIBEUR | Bancolombia S.a.-spons Adr | +0.4% | +13.74% | 加仓 |
| 16 | FBTC | Fidelity Wise Origin Bitcoin | +0.3% | +66.68% | 加仓 |
| 17 | UHAL-B | U-haul Holding Co-non Voting | +0.3% | — | 不变 |
| 18 | MSFT | Microsoft CORP | +0.3% | +9.96% | 加仓 |
| 19 | CSX | Csx CORP | +0.3% | — | 不变 |
| 20 | LRCXEUR | Lam Research CORP | +0.3% | +76.05% | 加仓 |
| 21 | BABA | Alibaba Group Holding-sp Adr | +0.3% | -28.01% | 减仓 |
| 22 | UNP | Union Pacific CORP | +0.3% | -4.59% | 减仓 |
| 23 | WAB | Wabtec CORP | +0.2% | -13.69% | 减仓 |
| 24 | ZM | Zoom Communications Inc | +0.2% | -13.26% | 减仓 |
| 25 | IBIT | Ishares Bitcoin Trust ETF | +0.2% | NEW | 新建仓 |
| 26 | ADBE | Adobe Inc | +0.2% | +308.27% | 加仓 |
| 27 | ATKR | Atkore Inc | +0.2% | +170.49% | 加仓 |
| 28 | DOCU | Docusign Inc | +0.2% | +59.69% | 加仓 |
| 29 | HSIC | Henry Schein Inc | +0.2% | +8.88% | 加仓 |
| 30 | PNC | Pnc Financial Services Group | +0.2% | — | 不变 |
| 31 | EPAM | Epam Systems Inc | +0.2% | — | 不变 |
| 32 | GTLS | Chart Industries Inc | +0.2% | NEW | 新建仓 |
| 33 | TENB | Tenable Holdings Inc | +0.2% | NEW | 新建仓 |
| 34 | CC | Chemours Co/the | +0.2% | NEW | 新建仓 |
| 35 | GPGI | Gpgi Inc | +0.2% | NEW | 新建仓 |
| 36 | FUTU | Futu Holdings Ltd-adr | +0.2% | +43.23% | 加仓 |
| 37 | CCJ | Cameco CORP | +0.2% | +48.78% | 加仓 |
| 38 | CRM | Salesforce Inc | +0.2% | -3.66% | 减仓 |
| 39 | DBX | Dropbox Inc-class A | +0.1% | -3.62% | 减仓 |
| 40 | ACLS | Axcelis Technologies Inc | +0.1% | NEW | 新建仓 |
| 41 | UBER | Uber Technologies Inc | +0.1% | +24.01% | 加仓 |
| 42 | BA | Boeing Co/the | +0.1% | +28.18% | 加仓 |
| 43 | UHAL | U-haul Holding Co | +0.1% | — | 不变 |
| 44 | UNH | Unitedhealth Group Inc | +0.1% | — | 不变 |
| 45 | BLKCHF | Blackrock Inc | +0.1% | NEW | 新建仓 |
| 46 | KCCA | Kraneshares California Carbo | +0.1% | NEW | 新建仓 |
| 47 | USB | US Bancorp | +0.1% | -9.19% | 减仓 |
| 48 | DCTH | Delcath Systems Inc | +0.1% | NEW | 新建仓 |
| 49 | PRTSEUR | Carparts.com Inc | +0.1% | +66.90% | 加仓 |
| 50 | AMAT | Applied Materials Inc | +0.1% | +65.02% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Kerrisdale Advisers, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$4.0亿，共申报了 97 个公开持股仓位。
在 Q3 2024 季度，Kerrisdale Advisers, LLC 按市值排列的前三大核心持股分别为：SYY (6.7%)、V (6.1%)、DEO (5.7%)。其中最大持股仓位 SYY 占据整体投资组合约 6.7% 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
ACMR
市值: US$607.6万
本季最大获利了结 / 清仓标的
TMUS
前期市值: US$248.1万
在 Q3 2024 季度中，Kerrisdale Advisers, LLC 共进行了 80 项持仓异动，包含新建仓 13 个仓位、加仓 23 个仓位、减仓 35 个仓位以及清仓 9 个仓位。 其中最大新建仓标的为 ACMR。 本季清仓仓位包含 TMUS。
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。