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: 0001419999
申报总市值
US$10.0亿
US$10.0亿
56 檔
39.9%
截至 Q4 2024 季度末，Mar Vista Investment Partners LLC 的美股持仓估值约为 US$10.0亿，全数申报仓位共有 56 档。
Mar Vista Investment Partners LLC 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 1 个全新仓位及加仓 22 档持股的同时，亦同步清仓 4 档并减仓 19 档标的。
在资产配置集中度方面，Mar Vista Investment Partners LLC 的前 5 大核心持股（包含 AAPL, MSFT, AMZN 等）合计占整体申报市值的 39.9%，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 | AAPL | Apple Inc | 股票-科技 | 6.32% | -0.03% | -7.35% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.30% | -0.71% | -7.70% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.28% | -1.32% | -4.95% | |
| 4 | TDG | Transdigm Group Inc | 股票-工业 | 5.12% | -2.47% | -3.82% | |
| 5 | CRM | Salesforce Inc | 股票-科技 | 4.41% | — | -5.36% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 4.26% | +0.17% | -2.12% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 4.18% | +0.78% | +18.01% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.99% | -0.25% | +38.86% | |
| 9 | ORCL | Oracle CORP | 股票-科技 | 3.65% | -0.13% | -3.34% | |
| 10 | LIN | Linde plc | 股票-原材料 | 3.63% | -0.16% | -7.08% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.58% | -1.07% | +4.45% | |
| 12 | SAP | Sap Se-sponsored Adr | 股票-科技 | 3.49% | -0.05% | EXIT | |
| 13 | MCO | Moody's CORP | 股票-金融 | 3.42% | -0.16% | +0.98% | |
| 14 | INTU | Intuit Inc | 股票-科技 | 3.39% | -0.91% | EXIT | |
| 15 | MTD | Mettler-toledo International | 股票-医疗保健 | 2.94% | +0.32% | +1.54% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.82% | -0.18% | -6.41% | |
| 17 | APH | Amphenol Corp-cl A | 股票-科技 | 2.76% | +0.88% | +22.64% | |
| 18 | ADBE | Adobe Inc | 股票-科技 | 2.70% | — | +5.79% | |
| 19 | EFX | Equifax Inc | 股票-工业 | 2.69% | — | +39.17% | |
| 20 | ADI | Analog Devices Inc | 股票-科技 | 2.67% | -0.82% | +8.15% | |
| 21 | AME | Ametek Inc | 股票-工业 | 2.39% | -0.08% | +38.96% | |
| 22 | DHR | Danaher CORP | 股票-医疗保健 | 2.28% | -0.48% | -3.01% | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.20% | -0.36% | -4.95% | |
| 24 | UL | Unilever PLC | 股票-非周期性消费 | 2.18% | — | +31.10% | |
| 25 | HEI | Heico CORP | 股票-工业 | 2.16% | -0.17% | -7.63% | |
| 26 | SYK | Stryker CORP | 股票-医疗保健 | 2.02% | +0.13% | +15.78% | |
| 27 | ROP | Roper Technologies Inc | 股票-科技 | 1.85% | — | -18.04% | |
| 28 | AMT | American Tower CORP | 股票-房地产 | 1.78% | -0.21% | -53.67% | |
| 29 | VLTO | Veralto CORP | 股票-工业 | 1.73% | — | EXIT | |
| 30 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.54% | — | -3.33% | |
| 31 | BN | Brookfield CORP | 股票-金融 | 0.49% | — | +69.52% | |
| 32 | CP | Canadian Pacific Kansas City | 股票-工业 | 0.37% | — | +5.73% | |
| 33 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 0.31% | — | -4.17% | |
| 34 | SAFRY | Safran Sa-unspon Adr | 股票-其他 | 0.28% | — | +5.65% | |
| 35 | CLPBY | Coloplast A/s-sponsored Adr | 股票-其他 | 0.26% | — | +5.73% | |
| 36 | ADDYY | Adidas Ag-sponsored Adr | 股票-其他 | 0.24% | — | +2.57% | |
| 37 | ASML | ASML Holding N.V. | 股票-科技 | 0.18% | +2.32% | +10636.11% | |
| 38 | PRNDY | Pernod Ricard SA - Spon Adr | 股票-其他 | 0.11% | — | -42.95% | |
| 39 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.02% | — | -2.78% | |
| 40 | EXPGY | Experian Plc-spons Adr | 股票-其他 | — | — | +23.54% | |
| 41 | NVZMY | Novonesis (novozymes)-adr | 股票-其他 | — | — | +15.60% | |
| 42 | NKE | Nike Inc -cl B | 股票-周期性消费 | — | — | — | |
| 43 | CNSWF | Constellation Software Inc | 股票-其他 | — | — | — | |
| 44 | ACN | Accenture plc | 股票-科技 | — | — | — | |
| 45 | AIQUY | Air Liquide-unsponsored Adr | 股票-其他 | — | — | +10.49% | |
| 46 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | — | — | — | |
| 47 | FANUY | Fanuc Corp-unsp Adr | 股票-其他 | — | — | +5.92% | |
| 48 | CLLNY | Cellnex Telecom Sau-unsp Adr | 股票-其他 | — | — | — | |
| 49 | IFNNY | Infineon Technologies-adr | 股票-其他 | — | — | +9.87% | |
| 50 | DASTY | Dassault Systemes S-spon Adr | 股票-其他 | — | — | +9.98% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.7% | +18.01% | 加仓 |
| 2 | META | Meta Platforms Inc-class A | +1.4% | +38.86% | 加仓 |
| 3 | INTU | Intuit Inc | +1% | +30.87% | 加仓 |
| 4 | AMZN | Amazon.com Inc | +0.9% | -4.95% | 减仓 |
| 5 | AME | Ametek Inc | +0.9% | +38.96% | 加仓 |
| 6 | CRM | Salesforce Inc | +0.9% | -5.36% | 减仓 |
| 7 | APH | Amphenol Corp-cl A | +0.8% | +22.64% | 加仓 |
| 8 | GOOG | Alphabet Inc-cl C | +0.8% | +4.45% | 加仓 |
| 9 | V | Visa Inc-class A Shares | +0.7% | -2.12% | 减仓 |
| 10 | EFX | Equifax Inc | +0.6% | +39.17% | 加仓 |
| 11 | UL | Unilever PLC | +0.4% | +31.10% | 加仓 |
| 12 | AAPL | Apple Inc | +0.4% | -7.35% | 减仓 |
| 13 | SYK | Stryker CORP | +0.4% | +15.78% | 加仓 |
| 14 | SAP | Sap Se-sponsored Adr | +0.3% | -5.51% | 减仓 |
| 15 | MCO | Moody's CORP | +0.3% | +0.98% | 加仓 |
| 16 | BN | Brookfield CORP | +0.2% | +69.52% | 加仓 |
| 17 | ASML | ASML Holding N.V. | +0.2% | +10636.11% | 加仓 |
| 18 | ADI | Analog Devices Inc | +0.2% | +8.15% | 加仓 |
| 19 | VLTO | Veralto CORP | +0.1% | +10.14% | 加仓 |
| 20 | ORCL | Oracle CORP | +0.1% | -3.34% | 减仓 |
| 21 | SAFRY | Safran Sa-unspon Adr | 0% | +5.65% | 加仓 |
| 22 | GOOGL | Alphabet Inc-cl A | 0% | -2.78% | 减仓 |
| 23 | ADDYY | Adidas Ag-sponsored Adr | — | +2.57% | 加仓 |
| 24 | EDNMY | Edenred Sa-unsp Adr | — | EXIT | 清仓 |
| 25 | SOAGY | Sartorius Ag-unsp Adr | — | NEW | 新建仓 |
| 26 | NKE | Nike Inc -cl B | — | — | 不变 |
| 27 | CLLNY | Cellnex Telecom Sau-unsp Adr | — | — | 不变 |
| 28 | NVS | Novartis Ag-sponsored Adr | — | — | 不变 |
| 29 | NVZMY | Novonesis (novozymes)-adr | — | +15.60% | 加仓 |
| 30 | ✓ | Sartorius Ag-vorzug | — | — | 不变 |
| 31 | AIQUY | Air Liquide-unsponsored Adr | — | +10.49% | 加仓 |
| 32 | CP | Canadian Pacific Kansas City | 0% | +5.73% | 加仓 |
| 33 | CLPBY | Coloplast A/s-sponsored Adr | 0% | +5.73% | 加仓 |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -6.41% | 减仓 |
| 35 | NSRGY | Nestle Sa-spons Adr | -0.1% | -4.17% | 减仓 |
| 36 | ADBE | Adobe Inc | -0.1% | +5.79% | 加仓 |
| 37 | PEP | Pepsico Inc | -0.1% | -3.33% | 减仓 |
| 38 | PRNDY | Pernod Ricard SA - Spon Adr | -0.1% | -42.95% | 减仓 |
| 39 | MSFT | Microsoft CORP | -0.2% | -7.70% | 减仓 |
| 40 | JNJ | Johnson & Johnson | -0.2% | -4.95% | 减仓 |
| 41 | HEI | Heico CORP | -0.2% | -7.63% | 减仓 |
| 42 | MTD | Mettler-toledo International | -0.4% | +1.54% | 加仓 |
| 43 | DHR | Danaher CORP | -0.4% | -3.01% | 减仓 |
| 44 | ROP | Roper Technologies Inc | -0.4% | -18.04% | 减仓 |
| 45 | TDG | Transdigm Group Inc | -0.5% | -3.82% | 减仓 |
| 46 | LIN | Linde plc | -0.5% | -7.08% | 减仓 |
| 47 | MCHP | Microchip Technology Inc | -1.6% | EXIT | 清仓 |
| 48 | GXO | Gxo Logistics Inc | -2.2% | EXIT | 清仓 |
| 49 | DIS | Walt Disney Co/the | -2.5% | EXIT | 清仓 |
| 50 | AMT | American Tower CORP | -2.8% | -53.67% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Mar Vista Investment Partners LLC 在 Q4 2024 季度的美股持仓总市值约为 US$10.0亿，共申报了 56 个公开持股仓位。
在 Q4 2024 季度，Mar Vista Investment Partners LLC 按市值排列的前三大核心持股分别为：AAPL (6.3%)、MSFT (6.3%)、AMZN (5.3%)。其中最大持股仓位 AAPL 占据整体投资组合约 6.3% 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
SOAGY
市值: US$1.4万
本季最大获利了结 / 清仓标的
DIS
前期市值: US$3954.7万
在 Q4 2024 季度中，Mar Vista Investment Partners LLC 共进行了 46 项持仓异动，包含新建仓 1 个仓位、加仓 22 个仓位、减仓 19 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 SOAGY。 本季清仓仓位包含 DIS。
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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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。