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: 0001730467
申报总市值
US$7.3亿
US$7.3亿
47 檔
13.0%
截至 Q4 2024 季度末，Lone Peak Global Investors LLC 的美股持仓估值约为 US$7.3亿，全数申报仓位共有 47 档。
在 Q4 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 34 个仓位并完全清仓 10 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 NATL, DLB, FIS 等）合计占整体申报市值的 13.0%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
KDP
市值: US$1427.6万
本季最大获利了结 / 清仓标的
GSK
前期市值: US$1674.7万
| # | 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 | NATL | Ncr Atleos CORP | 股票-科技 | 4.18% | -1.65% | EXIT | |
| 2 | DLB | Dolby Laboratories Inc-cl A | 股票-工业 | 4.16% | — | -4.95% | |
| 3 | FIS | Fidelity National Info Serv | 股票-科技 | 3.94% | — | -3.67% | |
| 4 | SOLV | Solventum CORP | 股票-医疗保健 | 3.62% | +1.20% | -5.48% | |
| 5 | RTX | Rtx CORP | 股票-工业 | 3.62% | +0.03% | -3.61% | |
| 6 | DIS | Walt Disney Co/the | 股票-通信服务 | 3.56% | -0.44% | -3.59% | |
| 7 | MMM | 3m Co | 股票-工业 | 3.39% | — | -3.53% | |
| 8 | VOD | Vodafone Group Plc-sp Adr | 股票-通信服务 | 3.26% | — | -4.71% | |
| 9 | KVUE | Kenvue Inc | 股票-非周期性消费 | 3.25% | — | -3.62% | |
| 10 | CAH | Cardinal Health Inc | 股票-医疗保健 | 3.20% | -0.06% | -3.67% | |
| 11 | LBRT | Liberty Energy Inc | 股票-能源 | 3.16% | — | +22.65% | |
| 12 | GBCI | Glacier Bancorp Inc | 股票-金融 | 3.15% | -1.03% | -25.57% | |
| 13 | WBD | Warner Bros Discovery Inc | 股票-通信服务 | 3.13% | — | -25.60% | |
| 14 | PFE | Pfizer Inc | 股票-医疗保健 | 3.12% | — | -3.47% | |
| 15 | EBAY | Ebay Inc | 股票-周期性消费 | 3.11% | +0.16% | -3.48% | |
| 16 | DK | Delek US Holdings Inc | 股票-其他 | 3.04% | -0.03% | +98.25% | |
| 17 | CTBI | Community Trust Bancorp Inc | 股票-其他 | 3.03% | +0.13% | -5.71% | |
| 18 | EVTC | Evertec Inc | 股票-其他 | 3.03% | -0.35% | -5.55% | |
| 19 | KDP | Keurig Dr Pepper Inc | 股票-非周期性消费 | 2.96% | +0.41% | — | |
| 20 | HNI | Hni CORP | 股票-其他 | 2.94% | -0.07% | -5.30% | |
| 21 | AXP | American Express Co | 股票-金融 | 2.93% | — | -3.57% | |
| 22 | PBI | Pitney Bowes Inc | 股票-其他 | 2.92% | — | -28.91% | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.84% | -0.67% | -3.75% | |
| 24 | CSCO | Cisco Systems Inc | 股票-科技 | 2.82% | +1.27% | -3.56% | |
| 25 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 2.70% | — | -3.56% | |
| 26 | GIS | General Mills Inc | 股票-非周期性消费 | 2.68% | — | -3.58% | |
| 27 | PRDO | Perdoceo Education CORP | 股票-其他 | 2.64% | -3.57% | EXIT | |
| 28 | HSIC | Henry Schein Inc | 股票-医疗保健 | 2.62% | -0.03% | — | |
| 29 | DXC | Dxc Technology Co | 股票-科技 | 2.59% | — | -4.87% | |
| 30 | SLB | Slb LTD | 股票-能源 | 2.57% | — | -4.06% | |
| 31 | OPLN | Openlane Inc | 股票-其他 | 2.37% | -0.36% | -5.50% | |
| 32 | WBA | Walgreens Boots Alliance Inc | 股票-其他 | 1.62% | — | -4.97% | |
| 33 | GPRE | Green Plains Inc | 股票-其他 | 0.89% | — | -6.38% | |
| 34 | SENEA | Seneca Foods CORP - Cl A | 股票-其他 | 0.10% | — | -43.25% | |
| 35 | ALSN | Allison Transmission Holding | 股票-周期性消费 | 0.10% | — | -42.29% | |
| 36 | WU | Western Union Co | 股票-金融 | 0.09% | — | -31.76% | |
| 37 | WINA | Winmark CORP | 股票-其他 | 0.08% | — | -43.50% | |
| 38 | REYN | Reynolds Consumer Products I | 股票-其他 | 0.08% | -0.85% | -26.44% | |
| 39 | FRPT | Freshpet, Inc. | 股票-非周期性消费 | 0.07% | — | -43.40% | |
| 40 | AMCX | Amc Global Media Inc | 股票-其他 | 0.07% | +0.01% | — | |
| 41 | 8TG | Thermon Group Holdings Inc | 股票-其他 | 0.07% | — | -43.43% | |
| 42 | GMREUSD | Global Medical Reit Inc | 股票-其他 | 0.06% | — | -40.69% | |
| 43 | HWC | Hancock Whitney CORP | 股票-金融 | 0.05% | — | -43.63% | |
| 44 | GJB | Steelcase Inc-cl A | 股票-其他 | 0.05% | — | -43.42% | |
| 45 | KLXE | Klx Energy Services Holding | 股票-其他 | 0.05% | — | -42.34% | |
| 46 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.05% | — | — | |
| 47 | TIGO | Millicom International Cellular S.A. | 股票-通信服务 | 0.04% | — | -43.38% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | KDP | Keurig Dr Pepper Inc | +3% | NEW | 新建仓 |
| 2 | HSIC | Henry Schein Inc | +2.6% | NEW | 新建仓 |
| 3 | DK | Delek US Holdings Inc | +1.6% | +98.25% | 加仓 |
| 4 | LBRT | Liberty Energy Inc | +0.8% | +22.65% | 加仓 |
| 5 | NATL | Ncr Atleos CORP | +0.6% | -5.37% | 减仓 |
| 6 | DIS | Walt Disney Co/the | +0.5% | -3.59% | 减仓 |
| 7 | OPLN | Openlane Inc | +0.3% | -5.50% | 减仓 |
| 8 | CSCO | Cisco Systems Inc | +0.3% | -3.56% | 减仓 |
| 9 | AXP | American Express Co | +0.3% | -3.57% | 减仓 |
| 10 | CAH | Cardinal Health Inc | +0.2% | -3.67% | 减仓 |
| 11 | AMCX | Amc Global Media Inc | +0.1% | NEW | 新建仓 |
| 12 | IWN | Ishares Russell 2000 Value E | +0.1% | NEW | 新建仓 |
| 13 | DLB | Dolby Laboratories Inc-cl A | 0% | -4.95% | 减仓 |
| 14 | EVTC | Evertec Inc | 0% | -5.55% | 减仓 |
| 15 | WBD | Warner Bros Discovery Inc | 0% | -25.60% | 减仓 |
| 16 | ALSN | Allison Transmission Holding | 0% | -42.29% | 减仓 |
| 17 | TELFY | Telefonica Sa-spon Adr | 0% | EXIT | 清仓 |
| 18 | REYN | Reynolds Consumer Products I | 0% | -26.44% | 减仓 |
| 19 | WU | Western Union Co | -0.1% | -31.76% | 减仓 |
| 20 | WINA | Winmark CORP | -0.1% | -43.50% | 减仓 |
| 21 | 8TG | Thermon Group Holdings Inc | -0.1% | -43.43% | 减仓 |
| 22 | PHG | Koninklijke Philips Nvr- Ny | -0.1% | EXIT | 清仓 |
| 23 | SAN | Banco Santander Sa-spon Adr | -0.1% | EXIT | 清仓 |
| 24 | GJB | Steelcase Inc-cl A | -0.1% | -43.42% | 减仓 |
| 25 | SNY | Sanofi-adr | -0.1% | EXIT | 清仓 |
| 26 | LBTYA | Liberty Global Ltd. | -0.1% | EXIT | 清仓 |
| 27 | CVGI | Commercial Vehicle Group Inc | -0.1% | EXIT | 清仓 |
| 28 | VFC | Vf CORP | -0.1% | EXIT | 清仓 |
| 29 | GMREUSD | Global Medical Reit Inc | -0.1% | -40.69% | 减仓 |
| 30 | DOUG | Douglas Elliman Inc | -0.1% | EXIT | 清仓 |
| 31 | FIS | Fidelity National Info Serv | -0.1% | -3.67% | 减仓 |
| 32 | DXC | Dxc Technology Co | -0.1% | -4.87% | 减仓 |
| 33 | MSM | Msc Industrial Direct Co-a | -0.1% | EXIT | 清仓 |
| 34 | RTX | Rtx CORP | -0.2% | -3.61% | 减仓 |
| 35 | EBAY | Ebay Inc | -0.2% | -3.48% | 减仓 |
| 36 | PRDO | Perdoceo Education CORP | -0.2% | -24.41% | 减仓 |
| 37 | MMM | 3m Co | -0.2% | -3.53% | 减仓 |
| 38 | SLB | Slb LTD | -0.2% | -4.06% | 减仓 |
| 39 | HNI | Hni CORP | -0.3% | -5.30% | 减仓 |
| 40 | SOLV | Solventum CORP | -0.3% | -5.48% | 减仓 |
| 41 | KVUE | Kenvue Inc | -0.3% | -3.62% | 减仓 |
| 42 | PFE | Pfizer Inc | -0.3% | -3.47% | 减仓 |
| 43 | JNJ | Johnson & Johnson | -0.3% | -3.75% | 减仓 |
| 44 | KHC | Kraft Heinz Co/the | -0.4% | -3.56% | 减仓 |
| 45 | GIS | General Mills Inc | -0.4% | -3.58% | 减仓 |
| 46 | GPRE | Green Plains Inc | -0.4% | -6.38% | 减仓 |
| 47 | GBCI | Glacier Bancorp Inc | -0.6% | -25.57% | 减仓 |
| 48 | VOD | Vodafone Group Plc-sp Adr | -0.6% | -4.71% | 减仓 |
| 49 | PBI | Pitney Bowes Inc | -1% | -28.91% | 减仓 |
| 50 | GSK | Gsk Plc-spon Adr | -3.3% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Lone Peak Global Investors LLC 在 Q4 2024 季度的美股持仓总市值约为 US$7.3亿，共申报了 47 个公开持股仓位。
在 Q4 2024 季度，Lone Peak Global Investors LLC 按市值排列的前三大核心持股分别为：NATL (4.2%)、DLB (4.2%)、FIS (3.9%)。其中最大持股仓位 NATL 占据整体投资组合约 4.2% 的权重。
在 Q4 2024 季度中，Lone Peak Global Investors LLC 共进行了 50 项持仓异动，包含新建仓 4 个仓位、加仓 2 个仓位、减仓 34 个仓位以及清仓 10 个仓位。 其中最大新建仓标的为 KDP。 本季清仓仓位包含 GSK。
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。
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。
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。