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: 0001911372
申报总市值
US$3.2亿
US$3.2亿
40 檔
19.7%
根据最新整理的 13F 季度数据集，Meros Investment Management, LP 于 Q3 2024 结束时的管理资产规模为 US$3.2亿。该机构在本季度申报了 40 档美股持仓，呈现出该时期的主要投资地图。
Meros Investment Management, LP 在 Q3 2024 进行了结构性的板块轮动与仓位换股。在开立 5 个全新仓位及加仓 15 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，Meros Investment Management, LP 的前 5 大核心持股（包含 MGNI, DCO, TILE 等）合计占整体申报市值的 19.7%，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 | MGNI | Magnite Inc | 股票-其他 | 6.53% | +0.86% | -0.17% | |
| 2 | DCO | Ducommun Inc | 股票-其他 | 6.12% | +0.18% | -0.49% | |
| 3 | TILE | Interface Inc | 股票-其他 | 5.57% | +0.33% | -7.16% | |
| 4 | PLAB | Photronics Inc | 股票-其他 | 5.34% | +1.79% | +5.65% | |
| 5 | CMCO | Columbus Mckinnon Corp/ny | 股票-其他 | 4.50% | — | +30.06% | |
| 6 | WNC | Wabash National CORP | 股票-其他 | 4.20% | -2.05% | EXIT | |
| 7 | WTTR | Select Water Solutions Inc | 股票-其他 | 3.98% | -0.27% | -0.38% | |
| 8 | PLYM | Plymouth Industrial Reit Inc | 股票-其他 | 3.75% | — | -8.88% | |
| 9 | KRNT | Kornit Digital Ltd. | 股票-其他 | 3.23% | — | +19.20% | |
| 10 | BRY | Berry CORP | 股票-其他 | 3.07% | — | -0.36% | |
| 11 | BXC | Bluelinx Holdings Inc | 股票-其他 | 2.90% | +0.06% | +54.53% | |
| 12 | 8TG | Thermon Group Holdings Inc | 股票-其他 | 2.90% | -5.27% | EXIT | |
| 13 | ICHR | Ichor Holdings, Ltd. | 股票-其他 | 2.84% | — | +85.39% | |
| 14 | AIV | Apartment Invt & Mgmt Co -a | 股票-其他 | 2.81% | -0.80% | +35.18% | |
| 15 | ARHS | Arhaus Inc | 股票-其他 | 2.78% | +0.98% | -0.40% | |
| 16 | PACK | Ranpak Holdings CORP | 股票-其他 | 2.78% | +0.13% | -0.46% | |
| 17 | ANIK | Anika Therapeutics Inc | 股票-其他 | 2.65% | — | +11.56% | |
| 18 | HURC | Hurco Companies Inc | 股票-其他 | 2.54% | +0.19% | -0.20% | |
| 19 | SEI | Solaris Energy Infrastructur | 股票-能源 | 2.48% | -0.49% | +32.00% | |
| 20 | RLGT | Radiant Logistics Inc | 股票-其他 | 2.37% | — | -29.56% | |
| 21 | NLOP | Net Lease Office Property | 股票-其他 | 2.10% | — | -0.20% | |
| 22 | TEAD | Teads Holding Co | 股票-其他 | 2.00% | — | -0.20% | |
| 23 | BLFS | Biolife Solutions Inc | 股票-其他 | 1.97% | — | -56.50% | |
| 24 | MLAB | Mesa Laboratories Inc | 股票-其他 | 1.95% | -0.46% | +17.46% | |
| 25 | PRLB | Proto Labs Inc | 股票-其他 | 1.92% | — | +3.38% | |
| 26 | INFU | Infusystem Holdings Inc | 股票-其他 | 1.86% | -0.44% | -0.20% | |
| 27 | MBUU | Malibu Boats Inc - A | 股票-其他 | 1.86% | +0.71% | — | |
| 28 | DAKT | Daktronics Inc | 股票-其他 | 1.61% | — | -43.42% | |
| 29 | INDI | Indie Semiconductor Inc-a | 股票-其他 | 1.56% | -1.76% | +5.37% | |
| 30 | NTIC | Northern Technologies Intl | 股票-其他 | 1.50% | -0.74% | EXIT | |
| 31 | HA7 | Enviri CORP | 股票-其他 | 1.33% | -3.31% | — | |
| 32 | EMBC | Embecta CORP | 股票-医疗保健 | 1.21% | — | — | |
| 33 | STKS | One Group Hospitality Inc/th | 股票-其他 | 1.16% | — | -0.09% | |
| 34 | CVEO | Civeo CORP | 股票-其他 | 1.06% | — | — | |
| 35 | ASLE | Aersale CORP | 股票-其他 | 1.03% | — | +38.36% | |
| 36 | HBIOUSD | Harvard Bioscience Inc | 股票-其他 | 1.01% | +0.11% | -0.19% | |
| 37 | KRMD | Koru Medical Systems Inc | 股票-其他 | 0.99% | -0.41% | +0.12% | |
| 38 | SHOE | Shoe Station Group Inc | 股票-其他 | 0.29% | -2.86% | EXIT | |
| 39 | COHU | Cohu Inc | 股票-其他 | 0.12% | +0.81% | — | |
| 40 | VSXY | Victoria's Secret & Co | 股票-周期性消费 | 0.10% | +0.06% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MBUU | Malibu Boats Inc - A | +1.9% | NEW | 新建仓 |
| 2 | KRNT | Kornit Digital Ltd. | +1.6% | +19.20% | 加仓 |
| 3 | HA7 | Enviri CORP | +1.3% | NEW | 新建仓 |
| 4 | EMBC | Embecta CORP | +1.2% | NEW | 新建仓 |
| 5 | BXC | Bluelinx Holdings Inc | +1.2% | +54.53% | 加仓 |
| 6 | SEI | Solaris Energy Infrastructur | +1.2% | +32.00% | 加仓 |
| 7 | CVEO | Civeo CORP | +1.1% | NEW | 新建仓 |
| 8 | CMCO | Columbus Mckinnon Corp/ny | +1% | +30.06% | 加仓 |
| 9 | ICHR | Ichor Holdings, Ltd. | +0.9% | +85.39% | 加仓 |
| 10 | AIV | Apartment Invt & Mgmt Co -a | +0.8% | +35.18% | 加仓 |
| 11 | MLAB | Mesa Laboratories Inc | +0.8% | +17.46% | 加仓 |
| 12 | TILE | Interface Inc | +0.7% | -7.16% | 减仓 |
| 13 | HURC | Hurco Companies Inc | +0.6% | -0.20% | 减仓 |
| 14 | DCO | Ducommun Inc | +0.5% | -0.49% | 减仓 |
| 15 | NLOP | Net Lease Office Property | +0.3% | -0.20% | 减仓 |
| 16 | COHU | Cohu Inc | +0.1% | NEW | 新建仓 |
| 17 | ANIK | Anika Therapeutics Inc | +0.1% | +11.56% | 加仓 |
| 18 | PLAB | Photronics Inc | +0.1% | +5.65% | 加仓 |
| 19 | WNC | Wabash National CORP | +0.1% | +21.11% | 加仓 |
| 20 | VSXY | Victoria's Secret & Co | 0% | — | 不变 |
| 21 | KRMD | Koru Medical Systems Inc | 0% | +0.12% | 加仓 |
| 22 | MGNI | Magnite Inc | 0% | -0.17% | 减仓 |
| 23 | ASLE | Aersale CORP | 0% | +38.36% | 加仓 |
| 24 | WTTR | Select Water Solutions Inc | 0% | -0.38% | 减仓 |
| 25 | PACK | Ranpak Holdings CORP | -0.1% | -0.46% | 减仓 |
| 26 | HBIOUSD | Harvard Bioscience Inc | -0.1% | -0.19% | 减仓 |
| 27 | PRLB | Proto Labs Inc | -0.1% | +3.38% | 加仓 |
| 28 | INFU | Infusystem Holdings Inc | -0.1% | -0.20% | 减仓 |
| 29 | TEAD | Teads Holding Co | -0.1% | -0.20% | 减仓 |
| 30 | 8TG | Thermon Group Holdings Inc | -0.2% | +2.19% | 加仓 |
| 31 | STKS | One Group Hospitality Inc/th | -0.2% | -0.09% | 减仓 |
| 32 | PLYM | Plymouth Industrial Reit Inc | -0.3% | -8.88% | 减仓 |
| 33 | TELA | Tela Bio Inc | -0.3% | EXIT | 清仓 |
| 34 | NTIC | Northern Technologies Intl | -0.6% | -0.20% | 减仓 |
| 35 | CRNC | Cerence Inc | -0.7% | EXIT | 清仓 |
| 36 | RLGT | Radiant Logistics Inc | -0.7% | -29.56% | 减仓 |
| 37 | INDI | Indie Semiconductor Inc-a | -0.8% | +5.37% | 加仓 |
| 38 | BRY | Berry CORP | -1% | -0.36% | 减仓 |
| 39 | ARHS | Arhaus Inc | -1.2% | -0.40% | 减仓 |
| 40 | ASIX | Advansix Inc | -1.4% | EXIT | 清仓 |
| 41 | INGN | Inogen Inc | -1.5% | EXIT | 清仓 |
| 42 | DAKT | Daktronics Inc | -1.6% | -43.42% | 减仓 |
| 43 | SHOE | Shoe Station Group Inc | -2.1% | -88.94% | 减仓 |
| 44 | BLFS | Biolife Solutions Inc | -2.1% | -56.50% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Meros Investment Management, LP 在 Q3 2024 季度的美股持仓总市值约为 US$3.2亿，共申报了 40 个公开持股仓位。
在 Q3 2024 季度，Meros Investment Management, LP 按市值排列的前三大核心持股分别为：MGNI (6.5%)、DCO (6.1%)、TILE (5.6%)。其中最大持股仓位 MGNI 占据整体投资组合约 6.5% 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
MBUU
市值: US$411.7万
本季最大获利了结 / 清仓标的
INGN
前期市值: US$322.9万
在 Q3 2024 季度中，Meros Investment Management, LP 共进行了 43 项持仓异动，包含新建仓 5 个仓位、加仓 15 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 MBUU。 本季清仓仓位包含 INGN。
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。