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: 0001632108
申报总市值
US$1.8亿
US$1.8亿
34 檔
47.9%
Lagoda Investment Management, L.P. 在 Q3 2024 季度的美股仓位总计估值为 US$1.8亿，分散于 34 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q3 2024，Lagoda Investment Management, L.P. 展现出较为审慎的避险与获利了结姿态。本季共减仓 19 个仓位并完全清仓 6 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Lagoda Investment Management, L.P. 的前 5 大核心持股（包含 TPL, DMRC, NTRA 等）合计占整体申报市值的 47.9%，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 | TPL | Texas Pacific Land CORP | 股票-能源 | 19.97% | -4.63% | -19.70% | |
| 2 | DMRC | Digimarc Corporation | 股票-其他 | 9.09% | -3.22% | EXIT | |
| 3 | NTRA | Natera Inc | 股票-医疗保健 | 8.32% | +0.78% | -12.34% | |
| 4 | TRUP | Trupanion Inc | 股票-其他 | 6.43% | -0.48% | -11.05% | |
| 5 | PTC | Ptc Inc | 股票-科技 | 6.20% | -0.79% | -2.33% | |
| 6 | TMDX | Transmedics Group Inc | 股票-医疗保健 | 5.71% | -1.99% | -2.66% | |
| 7 | XPO | Xpo Inc | 股票-工业 | 4.95% | -1.23% | -3.14% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.93% | +0.46% | -1.59% | |
| 9 | STXS | Stereotaxis Inc | 股票-其他 | 4.49% | -1.04% | -3.00% | |
| 10 | RNR | RenaissanceRe Holdings Ltd. | 股票-金融 | 4.14% | -0.28% | -2.77% | |
| 11 | GXO | Gxo Logistics Inc | 股票-工业 | 4.02% | -0.53% | -1.20% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 3.47% | +1.52% | +82.24% | |
| 13 | UI | Ubiquiti Inc | 股票-科技 | 3.30% | -2.41% | -1.93% | |
| 14 | ESGRP | Enstar Group Limited - Deposita | 股票-其他 | 2.91% | — | -32.53% | |
| 15 | RXO | Rxo Inc | 股票-其他 | 2.45% | — | -4.10% | |
| 16 | VNRXGBP | Volitionrx LTD | 股票-其他 | 2.10% | -2.01% | EXIT | |
| 17 | ERII | Energy Recovery Inc | 股票-其他 | 2.07% | — | +96.64% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.79% | — | — | |
| 19 | MA | Mastercard Inc - A | 股票-金融 | 0.76% | -0.22% | +23.35% | |
| 20 | HEI | Heico CORP | 股票-工业 | 0.73% | +0.19% | +15.08% | |
| 21 | ETN | Eaton Corporation plc | 股票-工业 | 0.61% | — | +55.42% | |
| 22 | JOE | St Joe Co/the | 股票-其他 | 0.56% | — | +11.30% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.55% | -0.07% | — | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 0.32% | -0.03% | -3.77% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.24% | — | -5.84% | |
| 26 | PWR | Quanta Services Inc | 股票-工业 | 0.17% | — | — | |
| 27 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.16% | — | -39.15% | |
| 28 | NE | Noble Corporation plc | 股票-能源 | 0.14% | — | -59.88% | |
| 29 | CPAY | Corpay Inc | 股票-科技 | 0.13% | — | -40.94% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.13% | — | — | |
| 31 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.09% | -0.02% | — | |
| 32 | RIVN | Rivian Automotive Inc-a | 股票-周期性消费 | 0.04% | — | +14.29% | |
| 33 | PSX | Phillips 66 | 股票-能源 | 0.01% | — | — | |
| 34 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.01% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | +1.6% | +82.24% | 加仓 |
| 2 | TRUP | Trupanion Inc | +1.4% | -11.05% | 减仓 |
| 3 | ERII | Energy Recovery Inc | +1.3% | +96.64% | 加仓 |
| 4 | UI | Ubiquiti Inc | +1.1% | -1.93% | 减仓 |
| 5 | RNR | RenaissanceRe Holdings Ltd. | +0.6% | -2.77% | 减仓 |
| 6 | STXS | Stereotaxis Inc | +0.4% | -3.00% | 减仓 |
| 7 | ETN | Eaton Corporation plc | +0.2% | +55.42% | 加仓 |
| 8 | NTRA | Natera Inc | +0.2% | -12.34% | 减仓 |
| 9 | VNRXGBP | Volitionrx LTD | +0.2% | +12.08% | 加仓 |
| 10 | MA | Mastercard Inc - A | +0.2% | +23.35% | 加仓 |
| 11 | HEI | Heico CORP | +0.2% | +15.08% | 加仓 |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | — | 不变 |
| 13 | JOE | St Joe Co/the | +0.1% | +11.30% | 加仓 |
| 14 | TMDX | Transmedics Group Inc | +0.1% | -2.66% | 减仓 |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | — | 不变 |
| 16 | GXO | Gxo Logistics Inc | +0.1% | -1.20% | 减仓 |
| 17 | RXO | Rxo Inc | +0.1% | -4.10% | 减仓 |
| 18 | PWR | Quanta Services Inc | 0% | — | 不变 |
| 19 | GLD | Spdr Gold Shares | 0% | — | 不变 |
| 20 | RIVN | Rivian Automotive Inc-a | — | +14.29% | 加仓 |
| 21 | PSX | Phillips 66 | — | — | 不变 |
| 22 | ABT | Abbott Laboratories | — | — | 不变 |
| 23 | GOOGL | Alphabet Inc-cl A | 0% | — | 不变 |
| 24 | MSFT | Microsoft CORP | 0% | -3.77% | 减仓 |
| 25 | XOM | Exxon Mobil CORP | 0% | -5.84% | 减仓 |
| 26 | COP | Conocophillips | -0.1% | EXIT | 清仓 |
| 27 | CPAY | Corpay Inc | -0.1% | -40.94% | 减仓 |
| 28 | XPO | Xpo Inc | -0.1% | -3.14% | 减仓 |
| 29 | FNV | Franco-nevada CORP | -0.1% | EXIT | 清仓 |
| 30 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -39.15% | 减仓 |
| 31 | PBT | Permian Basin Royalty Trust | -0.2% | EXIT | 清仓 |
| 32 | CME | Cme Group Inc | -0.2% | EXIT | 清仓 |
| 33 | PTC | Ptc Inc | -0.2% | -2.33% | 减仓 |
| 34 | DAR | Darling Ingredients Inc | -0.2% | EXIT | 清仓 |
| 35 | NE | Noble Corporation plc | -0.3% | -59.88% | 减仓 |
| 36 | SB9 | Sitio Royalties Corp-a | -0.4% | EXIT | 清仓 |
| 37 | GOOG | Alphabet Inc-cl C | -0.6% | -1.59% | 减仓 |
| 38 | TPL | Texas Pacific Land CORP | -0.7% | -19.70% | 减仓 |
| 39 | ESGRP | Enstar Group Limited - Deposita | -1.2% | -32.53% | 减仓 |
| 40 | DMRC | Digimarc Corporation | -3.3% | -15.25% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Lagoda Investment Management, L.P. 在 Q3 2024 季度的美股持仓总市值约为 US$1.8亿，共申报了 34 个公开持股仓位。
在 Q3 2024 季度，Lagoda Investment Management, L.P. 按市值排列的前三大核心持股分别为：TPL (20.0%)、DMRC (9.1%)、NTRA (8.3%)。其中最大持股仓位 TPL 占据整体投资组合约 20.0% 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。
本季最大获利了结 / 清仓标的
SB9
前期市值: US$72.7万
在 Q3 2024 季度中，Lagoda Investment Management, L.P. 共进行了 33 项持仓异动，包含新建仓 0 个仓位、加仓 8 个仓位、减仓 19 个仓位以及清仓 6 个仓位。 本季清仓仓位包含 SB9。
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。
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