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: 0001730467
申报总市值
US$7.3亿
US$7.3亿
55 檔
13.7%
在 Q3 2024 的 13F 官方备案中，Lone Peak Global Investors LLC 管理的美股投资组合规模来到 US$7.3亿，整体持股档数为 55 档。
在 Q3 2024，Lone Peak Global Investors LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 27 个仓位并完全清仓 4 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，Lone Peak Global Investors LLC 的前 5 大核心持股（包含 DLB, FIS, VOD 等）合计占整体申报市值的 13.7%，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 | DLB | Dolby Laboratories Inc-cl A | 股票-工业 | 4.12% | — | +3114.67% | |
| 2 | FIS | Fidelity National Info Serv | 股票-科技 | 4.07% | — | -3.31% | |
| 3 | VOD | Vodafone Group Plc-sp Adr | 股票-通信服务 | 3.88% | — | -3.28% | |
| 4 | PBI | Pitney Bowes Inc | 股票-其他 | 3.88% | — | -25.40% | |
| 5 | SOLV | Solventum CORP | 股票-医疗保健 | 3.88% | +1.20% | +22.61% | |
| 6 | RTX | Rtx CORP | 股票-工业 | 3.77% | +0.03% | -3.34% | |
| 7 | GBCI | Glacier Bancorp Inc | 股票-金融 | 3.70% | -1.03% | -3.95% | |
| 8 | MMM | 3m Co | 股票-工业 | 3.57% | — | -23.33% | |
| 9 | NATL | Ncr Atleos CORP | 股票-科技 | 3.57% | -1.65% | EXIT | |
| 10 | KVUE | Kenvue Inc | 股票-非周期性消费 | 3.51% | — | -3.32% | |
| 11 | PFE | Pfizer Inc | 股票-医疗保健 | 3.39% | — | +9.63% | |
| 12 | GSK | Gsk Plc-spon Adr | 股票-医疗保健 | 3.34% | — | +14.34% | |
| 13 | EBAY | Ebay Inc | 股票-周期性消费 | 3.26% | +0.16% | -21.76% | |
| 14 | HNI | Hni CORP | 股票-其他 | 3.19% | -0.07% | +1.96% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.17% | -0.67% | -3.38% | |
| 16 | WBD | Warner Bros Discovery Inc | 股票-通信服务 | 3.15% | — | -3.29% | |
| 17 | GIS | General Mills Inc | 股票-非周期性消费 | 3.09% | — | -3.31% | |
| 18 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 3.08% | — | -3.29% | |
| 19 | DIS | Walt Disney Co/the | 股票-通信服务 | 3.07% | -0.44% | -3.32% | |
| 20 | EVTC | Evertec Inc | 股票-其他 | 3.02% | -0.35% | -2.65% | |
| 21 | CAH | Cardinal Health Inc | 股票-医疗保健 | 2.98% | -0.06% | -3.37% | |
| 22 | CTBI | Community Trust Bancorp Inc | 股票-其他 | 2.89% | +0.13% | -10.00% | |
| 23 | PRDO | Perdoceo Education CORP | 股票-其他 | 2.81% | -3.57% | EXIT | |
| 24 | SLB | Slb LTD | 股票-能源 | 2.81% | — | +52.48% | |
| 25 | DXC | Dxc Technology Co | 股票-科技 | 2.72% | — | -4.54% | |
| 26 | AXP | American Express Co | 股票-金融 | 2.67% | — | -33.02% | |
| 27 | CSCO | Cisco Systems Inc | 股票-科技 | 2.52% | +1.27% | -3.27% | |
| 28 | LBRT | Liberty Energy Inc | 股票-能源 | 2.38% | — | -3.72% | |
| 29 | OPLN | Openlane Inc | 股票-其他 | 2.05% | -0.36% | — | |
| 30 | WBA | Walgreens Boots Alliance Inc | 股票-其他 | 1.57% | — | +9.88% | |
| 31 | DK | Delek US Holdings Inc | 股票-其他 | 1.49% | -0.03% | — | |
| 32 | GPRE | Green Plains Inc | 股票-其他 | 1.31% | — | -4.83% | |
| 33 | WU | Western Union Co | 股票-金融 | 0.14% | — | +4.89% | |
| 34 | ALSN | Allison Transmission Holding | 股票-周期性消费 | 0.14% | — | +66.05% | |
| 35 | SENEA | Seneca Foods CORP - Cl A | 股票-其他 | 0.14% | — | +160.34% | |
| 36 | WINA | Winmark CORP | 股票-其他 | 0.13% | — | -8.88% | |
| 37 | MSM | Msc Industrial Direct Co-a | 股票-工业 | 0.13% | +0.01% | +139.90% | |
| 38 | GMREUSD | Global Medical Reit Inc | 股票-其他 | 0.13% | — | +1.10% | |
| 39 | 8TG | Thermon Group Holdings Inc | 股票-其他 | 0.12% | — | — | |
| 40 | REYN | Reynolds Consumer Products I | 股票-其他 | 0.12% | -0.85% | — | |
| 41 | FRPT | Freshpet, Inc. | 股票-非周期性消费 | 0.11% | — | -28.75% | |
| 42 | DOUG | Douglas Elliman Inc | 股票-其他 | 0.10% | — | -20.18% | |
| 43 | GJB | Steelcase Inc-cl A | 股票-其他 | 0.10% | — | — | |
| 44 | KLXE | Klx Energy Services Holding | 股票-其他 | 0.09% | — | +13.70% | |
| 45 | HWC | Hancock Whitney CORP | 股票-金融 | 0.09% | — | — | |
| 46 | TIGO | Millicom International Cellular S.A. | 股票-通信服务 | 0.08% | — | -51.71% | |
| 47 | VFC | Vf CORP | 股票-周期性消费 | 0.07% | — | -17.50% | |
| 48 | CVGI | Commercial Vehicle Group Inc | 股票-其他 | 0.06% | — | +0.07% | |
| 49 | PHG | Koninklijke Philips Nvr- Ny | 股票-医疗保健 | 0.05% | — | -0.14% | |
| 50 | SAN | Banco Santander Sa-spon Adr | 股票-金融 | 0.05% | — | -20.35% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | DLB | Dolby Laboratories Inc-cl A | +4% | +3114.67% | 加仓 |
| 2 | OPLN | Openlane Inc | +2.1% | NEW | 新建仓 |
| 3 | DK | Delek US Holdings Inc | +1.5% | NEW | 新建仓 |
| 4 | SOLV | Solventum CORP | +1.3% | +22.61% | 加仓 |
| 5 | SLB | Slb LTD | +0.5% | +52.48% | 加仓 |
| 6 | KVUE | Kenvue Inc | +0.4% | -3.32% | 减仓 |
| 7 | GSK | Gsk Plc-spon Adr | +0.3% | +14.34% | 加仓 |
| 8 | HNI | Hni CORP | +0.3% | +1.96% | 加仓 |
| 9 | GBCI | Glacier Bancorp Inc | +0.3% | -3.95% | 减仓 |
| 10 | RTX | Rtx CORP | +0.2% | -3.34% | 减仓 |
| 11 | PFE | Pfizer Inc | +0.1% | +9.63% | 加仓 |
| 12 | GIS | General Mills Inc | +0.1% | -3.31% | 减仓 |
| 13 | SENEA | Seneca Foods CORP - Cl A | +0.1% | +160.34% | 加仓 |
| 14 | MSM | Msc Industrial Direct Co-a | +0.1% | +139.90% | 加仓 |
| 15 | ALSN | Allison Transmission Holding | +0.1% | +66.05% | 加仓 |
| 16 | LBTYA | Liberty Global Ltd. | +0.1% | NEW | 新建仓 |
| 17 | TELFY | Telefonica Sa-spon Adr | 0% | NEW | 新建仓 |
| 18 | ERIC | Ericsson (lm) Tel-sp Adr | 0% | NEW | 新建仓 |
| 19 | DOUG | Douglas Elliman Inc | 0% | -20.18% | 减仓 |
| 20 | KLXE | Klx Energy Services Holding | 0% | +13.70% | 加仓 |
| 21 | VFC | Vf CORP | 0% | -17.50% | 减仓 |
| 22 | PHG | Koninklijke Philips Nvr- Ny | 0% | -0.14% | 减仓 |
| 23 | REYN | Reynolds Consumer Products I | 0% | — | 不变 |
| 24 | VOD | Vodafone Group Plc-sp Adr | — | -3.28% | 减仓 |
| 25 | GMREUSD | Global Medical Reit Inc | — | +1.10% | 加仓 |
| 26 | CAH | Cardinal Health Inc | 0% | -3.37% | 减仓 |
| 27 | CSCO | Cisco Systems Inc | 0% | -3.27% | 减仓 |
| 28 | WW6 | Ww International Inc | 0% | EXIT | 清仓 |
| 29 | CVGI | Commercial Vehicle Group Inc | 0% | +0.07% | 加仓 |
| 30 | URBN | Urban Outfitters Inc | -0.1% | EXIT | 清仓 |
| 31 | WBD | Warner Bros Discovery Inc | -0.1% | -3.29% | 减仓 |
| 32 | FIS | Fidelity National Info Serv | -0.1% | -3.31% | 减仓 |
| 33 | JNJ | Johnson & Johnson | -0.1% | -3.38% | 减仓 |
| 34 | TIGO | Millicom International Cellular S.A. | -0.1% | -51.71% | 减仓 |
| 35 | KHC | Kraft Heinz Co/the | -0.1% | -3.29% | 减仓 |
| 36 | DXC | Dxc Technology Co | -0.1% | -4.54% | 减仓 |
| 37 | PBI | Pitney Bowes Inc | -0.2% | -25.40% | 减仓 |
| 38 | CTBI | Community Trust Bancorp Inc | -0.2% | -10.00% | 减仓 |
| 39 | MMM | 3m Co | -0.2% | -23.33% | 减仓 |
| 40 | PRDO | Perdoceo Education CORP | -0.3% | -3.16% | 减仓 |
| 41 | EVTC | Evertec Inc | -0.3% | -2.65% | 减仓 |
| 42 | GPRE | Green Plains Inc | -0.5% | -4.83% | 减仓 |
| 43 | EBAY | Ebay Inc | -0.5% | -21.76% | 减仓 |
| 44 | DIS | Walt Disney Co/the | -0.5% | -3.32% | 减仓 |
| 45 | WBA | Walgreens Boots Alliance Inc | -0.5% | +9.88% | 加仓 |
| 46 | LBRT | Liberty Energy Inc | -0.6% | -3.72% | 减仓 |
| 47 | NATL | Ncr Atleos CORP | -0.9% | -17.68% | 减仓 |
| 48 | IWN | Ishares Russell 2000 Value E | -1% | EXIT | 清仓 |
| 49 | AXP | American Express Co | -1.1% | -33.02% | 减仓 |
| 50 | SRCLEUR | Stericycle Inc | -4.1% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Lone Peak Global Investors LLC 在 Q3 2024 季度的美股持仓总市值约为 US$7.3亿，共申报了 55 个公开持股仓位。
在 Q3 2024 季度，Lone Peak Global Investors LLC 按市值排列的前三大核心持股分别为：DLB (4.1%)、FIS (4.1%)、VOD (3.9%)。其中最大持股仓位 DLB 占据整体投资组合约 4.1% 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
OPLN
市值: US$1030.9万
本季最大获利了结 / 清仓标的
SRCLEUR
前期市值: US$1863.6万
在 Q3 2024 季度中，Lone Peak Global Investors LLC 共进行了 49 项持仓异动，包含新建仓 5 个仓位、加仓 13 个仓位、减仓 27 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 OPLN。 本季清仓仓位包含 SRCLEUR。
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。