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
41 檔
19.4%
Q2 2025 季度申报显示，Meros Investment Management, LP 披露的美股组合总市值为 US$3.2亿，涵盖 41 个不同之权益投资仓位。
在 Q2 2025，Meros Investment Management, LP 操作展现出积极扩展与加仓意向。本季共新建仓 3 个新仓位，并对 34 个既有持股进行加仓（合计增持 37 档），相较减仓与清仓仓位显著占优。
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, PLYM 等）合计占整体申报市值的 19.4%，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 | 8.04% | +0.86% | -6.31% | |
| 2 | DCO | Ducommun Inc | 股票-其他 | 6.77% | +0.18% | -9.34% | |
| 3 | PLYM | Plymouth Industrial Reit Inc | 股票-其他 | 5.01% | — | +14.74% | |
| 4 | PLAB | Photronics Inc | 股票-其他 | 4.99% | +1.79% | +14.99% | |
| 5 | TILE | Interface Inc | 股票-其他 | 4.24% | +0.33% | +3.66% | |
| 6 | SEI | Solaris Energy Infrastructur | 股票-能源 | 4.06% | -0.49% | +29.47% | |
| 7 | 8TG | Thermon Group Holdings Inc | 股票-其他 | 3.77% | -5.27% | EXIT | |
| 8 | AMPL | Amplitude Inc-class A | 股票-其他 | 3.27% | -1.43% | +20.14% | |
| 9 | WTTR | Select Water Solutions Inc | 股票-其他 | 3.21% | -0.27% | -0.02% | |
| 10 | MDXG | Mimedx Group Inc | 股票-其他 | 3.10% | -0.50% | +30.11% | |
| 11 | KRNT | Kornit Digital Ltd. | 股票-其他 | 2.93% | — | +14.72% | |
| 12 | ARHS | Arhaus Inc | 股票-其他 | 2.91% | +0.98% | +24.94% | |
| 13 | WNC | Wabash National CORP | 股票-其他 | 2.86% | -2.05% | EXIT | |
| 14 | BXC | Bluelinx Holdings Inc | 股票-其他 | 2.61% | +0.06% | +31.15% | |
| 15 | AIV | Apartment Invt & Mgmt Co -a | 股票-其他 | 2.55% | -0.80% | +18.20% | |
| 16 | INDI | Indie Semiconductor Inc-a | 股票-其他 | 2.52% | -1.76% | +14.72% | |
| 17 | WS | Worthington Steel Inc | 股票-其他 | 2.50% | — | +79.83% | |
| 18 | HA7 | Enviri CORP | 股票-其他 | 2.42% | -3.31% | +23.79% | |
| 19 | HURC | Hurco Companies Inc | 股票-其他 | 2.37% | +0.19% | +7.03% | |
| 20 | COHU | Cohu Inc | 股票-其他 | 2.15% | +0.81% | +14.91% | |
| 21 | DAVE | Dave Inc | 股票-其他 | 2.14% | -0.03% | -14.48% | |
| 22 | INFU | Infusystem Holdings Inc | 股票-其他 | 2.09% | -0.44% | +14.69% | |
| 23 | INMD | InMode Ltd. | 股票-其他 | 2.08% | -1.34% | EXIT | |
| 24 | ICHR | Ichor Holdings, Ltd. | 股票-其他 | 2.03% | — | +14.93% | |
| 25 | MBUU | Malibu Boats Inc - A | 股票-其他 | 2.01% | +0.71% | +14.76% | |
| 26 | EMBC | Embecta CORP | 股票-医疗保健 | 1.91% | — | +22.37% | |
| 27 | PACK | Ranpak Holdings CORP | 股票-其他 | 1.82% | +0.13% | +15.00% | |
| 28 | PHR | Phreesia Inc | 股票-其他 | 1.66% | -2.24% | EXIT | |
| 29 | MLAB | Mesa Laboratories Inc | 股票-其他 | 1.64% | -0.46% | +14.56% | |
| 30 | BLFS | Biolife Solutions Inc | 股票-其他 | 1.55% | — | +15.22% | |
| 31 | TEAD | Teads Holding Co | 股票-其他 | 1.45% | — | +22.75% | |
| 32 | KRMD | Koru Medical Systems Inc | 股票-其他 | 1.44% | -0.41% | +13.91% | |
| 33 | CVEO | Civeo CORP | 股票-其他 | 1.41% | — | +20.16% | |
| 34 | 628 | Semrush Holdings Inc-a | 股票-其他 | 1.11% | — | +1287.81% | |
| 35 | ASLE | Aersale CORP | 股票-其他 | 1.08% | — | +14.82% | |
| 36 | NTIC | Northern Technologies Intl | 股票-其他 | 1.00% | -0.74% | EXIT | |
| 37 | JBI | Janus International Group In | 股票-其他 | 0.56% | — | — | |
| 38 | MASS | 908 Devices Inc | 股票-其他 | 0.24% | +0.04% | — | |
| 39 | SRTS | Sensus Healthcare Inc | 股票-其他 | 0.22% | -0.26% | EXIT | |
| 40 | HBIOUSD | Harvard Bioscience Inc | 股票-其他 | 0.19% | +0.11% | +15.76% | |
| 41 | VSXY | Victoria's Secret & Co | 股票-周期性消费 | 0.08% | +0.06% | +16.00% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MGNI | Magnite Inc | +3% | -6.31% | 减仓 |
| 2 | PHR | Phreesia Inc | +1.7% | NEW | 新建仓 |
| 3 | DAVE | Dave Inc | +1.2% | -14.48% | 减仓 |
| 4 | SEI | Solaris Energy Infrastructur | +1.1% | +29.47% | 加仓 |
| 5 | WS | Worthington Steel Inc | +1% | +79.83% | 加仓 |
| 6 | 628 | Semrush Holdings Inc-a | +1% | +1287.81% | 加仓 |
| 7 | INDI | Indie Semiconductor Inc-a | +1% | +14.72% | 加仓 |
| 8 | HA7 | Enviri CORP | +0.6% | +23.79% | 加仓 |
| 9 | JBI | Janus International Group In | +0.6% | NEW | 新建仓 |
| 10 | AMPL | Amplitude Inc-class A | +0.5% | +20.14% | 加仓 |
| 11 | COHU | Cohu Inc | +0.4% | +14.91% | 加仓 |
| 12 | KRMD | Koru Medical Systems Inc | +0.3% | +13.91% | 加仓 |
| 13 | DCO | Ducommun Inc | +0.3% | -9.34% | 减仓 |
| 14 | INMD | InMode Ltd. | +0.3% | +72.17% | 加仓 |
| 15 | MASS | 908 Devices Inc | +0.2% | NEW | 新建仓 |
| 16 | INFU | Infusystem Holdings Inc | +0.1% | +14.69% | 加仓 |
| 17 | BXC | Bluelinx Holdings Inc | +0.1% | +31.15% | 加仓 |
| 18 | HURC | Hurco Companies Inc | +0.1% | +7.03% | 加仓 |
| 19 | ARHS | Arhaus Inc | 0% | +24.94% | 加仓 |
| 20 | VSXY | Victoria's Secret & Co | 0% | +16.00% | 加仓 |
| 21 | SRTS | Sensus Healthcare Inc | 0% | +12.13% | 加仓 |
| 22 | CVEO | Civeo CORP | 0% | +20.16% | 加仓 |
| 23 | WNC | Wabash National CORP | -0.1% | +26.48% | 加仓 |
| 24 | HBIOUSD | Harvard Bioscience Inc | -0.1% | +15.76% | 加仓 |
| 25 | KRNT | Kornit Digital Ltd. | -0.1% | +14.72% | 加仓 |
| 26 | MBUU | Malibu Boats Inc - A | -0.1% | +14.76% | 加仓 |
| 27 | AIV | Apartment Invt & Mgmt Co -a | -0.2% | +18.20% | 加仓 |
| 28 | BLFS | Biolife Solutions Inc | -0.2% | +15.22% | 加仓 |
| 29 | 8TG | Thermon Group Holdings Inc | -0.3% | +14.82% | 加仓 |
| 30 | ASLE | Aersale CORP | -0.4% | +14.82% | 加仓 |
| 31 | PLYM | Plymouth Industrial Reit Inc | -0.5% | +14.74% | 加仓 |
| 32 | ICHR | Ichor Holdings, Ltd. | -0.5% | +14.93% | 加仓 |
| 33 | NTIC | Northern Technologies Intl | -0.5% | +14.41% | 加仓 |
| 34 | TILE | Interface Inc | -0.6% | +3.66% | 加仓 |
| 35 | MDXG | Mimedx Group Inc | -0.6% | +30.11% | 加仓 |
| 36 | MLAB | Mesa Laboratories Inc | -0.6% | +14.56% | 加仓 |
| 37 | EMBC | Embecta CORP | -0.6% | +22.37% | 加仓 |
| 38 | TEAD | Teads Holding Co | -0.8% | +22.75% | 加仓 |
| 39 | PLAB | Photronics Inc | -0.9% | +14.99% | 加仓 |
| 40 | AHQ | American Woodmark CORP | -1% | EXIT | 清仓 |
| 41 | PACK | Ranpak Holdings CORP | -1.2% | +15.00% | 加仓 |
| 42 | CMCO | Columbus Mckinnon Corp/ny | -1.2% | EXIT | 清仓 |
| 43 | ANIK | Anika Therapeutics Inc | -1.5% | EXIT | 清仓 |
| 44 | WTTR | Select Water Solutions Inc | -1.6% | -0.02% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Meros Investment Management, LP 在 Q2 2025 季度的美股持仓总市值约为 US$3.2亿，共申报了 41 个公开持股仓位。
在 Q2 2025 季度，Meros Investment Management, LP 按市值排列的前三大核心持股分别为：MGNI (8.0%)、DCO (6.8%)、PLYM (5.0%)。其中最大持股仓位 MGNI 占据整体投资组合约 8.0% 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
PHR
市值: US$350.3万
本季最大获利了结 / 清仓标的
ANIK
前期市值: US$260.8万
在 Q2 2025 季度中，Meros Investment Management, LP 共进行了 44 项持仓异动，包含新建仓 3 个仓位、加仓 34 个仓位、减仓 4 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 PHR。 本季清仓仓位包含 ANIK。
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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