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: 0001317724
申报总市值
US$64.8亿
US$64.8亿
100 檔
20.7%
Q3 2024 季度申报显示，Mondrian Investment Partners LTD 披露的美股组合总市值为 US$64.8亿，涵盖 100 个不同之权益投资仓位。
在 Q3 2024，Mondrian Investment Partners LTD 进行了温和的常态性持仓调整（包含新建仓 2 档、加仓 20 档、减仓 28 档与清仓 0 档），整体投资组合架构维持相对稳定。
在资产配置集中度方面，Mondrian Investment Partners LTD 的前 5 大核心持股（包含 TRP, PHG, LYG 等）合计占整体申报市值的 20.7%，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 | TRP | Tc Energy CORP | 股票-能源 | 6.21% | — | -6.15% | |
| 2 | PHG | Koninklijke Philips Nvr- Ny | 股票-医疗保健 | 3.91% | +0.18% | -3.50% | |
| 3 | LYG | Lloyds Banking Group Plc-adr | 股票-金融 | 3.49% | +0.59% | -1.01% | |
| 4 | SAN | Banco Santander Sa-spon Adr | 股票-金融 | 3.43% | +0.36% | -0.99% | |
| 5 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 3.25% | +0.03% | -0.93% | |
| 6 | GSK | Gsk Plc-spon Adr | 股票-医疗保健 | 3.07% | -0.15% | +1.36% | |
| 7 | SNY | Sanofi-adr | 股票-医疗保健 | 3.03% | — | -0.88% | |
| 8 | YUMC | Yum China Holdings Inc | 股票-周期性消费 | 2.86% | +0.75% | -4.63% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.57% | +0.26% | +0.20% | |
| 10 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 2.34% | -1.62% | EXIT | |
| 11 | BP | Bp Plc-spons Adr | 股票-能源 | 2.31% | -0.90% | -2.82% | |
| 12 | KVUE | Kenvue Inc | 股票-非周期性消费 | 2.29% | -1.45% | -2.99% | |
| 13 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 2.25% | — | -8.10% | |
| 14 | WPP | Wpp Plc-sponsored Adr | 股票-其他 | 2.22% | -0.79% | -1.04% | |
| 15 | TXN | Texas Instruments Inc | 股票-科技 | 2.21% | +0.15% | +0.25% | |
| 16 | HMC | Honda Motor Co Ltd-spons Adr | 股票-周期性消费 | 2.19% | -1.50% | +3.12% | |
| 17 | PBR | Petroleo Brasileiro-spon Adr | 股票-能源 | 2.10% | -1.21% | -4.81% | |
| 18 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.05% | +0.98% | +0.25% | |
| 19 | WFC | Wells Fargo & Co | 股票-金融 | 2.04% | +0.09% | +0.36% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.94% | +0.32% | -28.55% | |
| 21 | CDW | Cdw Corp/de | 股票-科技 | 1.94% | +0.23% | +11.51% | |
| 22 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.93% | — | -23.65% | |
| 23 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.92% | — | +0.19% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 1.90% | +0.65% | +0.51% | |
| 25 | BAP | Credicorp Ltd. | 股票-金融 | 1.87% | +0.05% | -16.11% | |
| 26 | ALV | Autoliv Inc | 股票-周期性消费 | 1.86% | — | +13.70% | |
| 27 | VALE | Vale Sa-sp Adr | 股票-原材料 | 1.83% | -0.22% | -5.27% | |
| 28 | CNC | Centene CORP | 股票-医疗保健 | 1.82% | — | +0.06% | |
| 29 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.81% | +0.23% | +12.00% | |
| 30 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 1.74% | — | -21.40% | |
| 31 | ABX | Barrick Gold CORP | 股票-金融 | 1.70% | — | -5.61% | |
| 32 | AMT | American Tower CORP | 股票-房地产 | 1.70% | +0.01% | -1.34% | |
| 33 | LH | Labcorp Holdings Inc | 股票-医疗保健 | 1.68% | — | -11.52% | |
| 34 | SHEL | Shell Plc-adr | 股票-能源 | 1.67% | -0.31% | -1.98% | |
| 35 | ATHM | Autohome Inc-adr | 股票-其他 | 1.66% | — | -5.74% | |
| 36 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.47% | +0.16% | +3.84% | |
| 37 | LHX | L3harris Technologies Inc | 股票-工业 | 1.38% | +0.30% | -3.07% | |
| 38 | NNN | Nnn Reit Inc | 股票-房地产 | 1.37% | -0.30% | +0.35% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 1.33% | -0.33% | +0.08% | |
| 40 | INFY | Infosys Ltd-sp Adr | 股票-科技 | 1.28% | -0.18% | -5.62% | |
| 41 | PLD | Prologis Inc | 股票-房地产 | 1.23% | +0.29% | +38.36% | |
| 42 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 1.16% | +0.34% | -0.93% | |
| 43 | DLTR | Dollar Tree Inc | 股票-非周期性消费 | 1.14% | +0.48% | +0.20% | |
| 44 | TAK | Takeda Pharmaceutic-sp Adr | 股票-医疗保健 | 1.08% | — | -34.17% | |
| 45 | BIDU | Baidu Inc - Spon Adr | 股票-通信服务 | 0.96% | — | -5.08% | |
| 46 | BTI | British American Tob-sp Adr | 股票-非周期性消费 | 0.78% | +0.27% | +163.30% | |
| 47 | SQM | Quimica Y Minera Chil-sp Adr | 股票-其他 | 0.71% | — | -4.78% | |
| 48 | KT | Kt Corp-sp Adr | 股票-其他 | 0.49% | -0.20% | -3.89% | |
| 49 | ITUB | Itau Unibanco H-spon Prf Adr | 股票-金融 | 0.45% | — | -8.15% | |
| 50 | MU | Micron Technology Inc | 股票-科技 | 0.45% | +0.11% | +1.31% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | YUMC | Yum China Holdings Inc | +0.8% | -4.63% | 减仓 |
| 2 | BTI | British American Tob-sp Adr | +0.5% | +163.30% | 加仓 |
| 3 | META | Meta Platforms Inc-class A | +0.4% | +0.20% | 加仓 |
| 4 | KVUE | Kenvue Inc | +0.4% | -2.99% | 减仓 |
| 5 | PHG | Koninklijke Philips Nvr- Ny | +0.4% | -3.50% | 减仓 |
| 6 | PLD | Prologis Inc | +0.3% | +38.36% | 加仓 |
| 7 | ATHM | Autohome Inc-adr | +0.3% | -5.74% | 减仓 |
| 8 | KSPI | Jsc Kaspi.kz Adr | +0.3% | NEW | 新建仓 |
| 9 | EFA | Ishares Msci Eafe ETF | +0.2% | +478.75% | 加仓 |
| 10 | SNY | Sanofi-adr | +0.2% | -0.88% | 减仓 |
| 11 | CDW | Cdw Corp/de | +0.2% | +11.51% | 加仓 |
| 12 | MCD | Mcdonald's CORP | +0.2% | +0.19% | 加仓 |
| 13 | CRM | Salesforce Inc | +0.2% | NEW | 新建仓 |
| 14 | SONY | Sony Group CORP - Sp Adr | +0.2% | -0.93% | 减仓 |
| 15 | WPP | Wpp Plc-sponsored Adr | +0.2% | -1.04% | 减仓 |
| 16 | GSK | Gsk Plc-spon Adr | +0.2% | +1.36% | 加仓 |
| 17 | SCHW | Schwab (charles) CORP | +0.2% | +12.00% | 加仓 |
| 18 | 6D8 | Dupont De Nemours Inc | +0.1% | +0.22% | 加仓 |
| 19 | BIDU | Baidu Inc - Spon Adr | +0.1% | -5.08% | 减仓 |
| 20 | SAN | Banco Santander Sa-spon Adr | +0.1% | -0.99% | 减仓 |
| 21 | NNN | Nnn Reit Inc | +0.1% | +0.35% | 加仓 |
| 22 | TRP | Tc Energy CORP | +0.1% | -6.15% | 减仓 |
| 23 | ALV | Autoliv Inc | +0.1% | +13.70% | 加仓 |
| 24 | AMT | American Tower CORP | 0% | -1.34% | 减仓 |
| 25 | HMC | Honda Motor Co Ltd-spons Adr | 0% | +3.12% | 加仓 |
| 26 | HCA | Hca Healthcare Inc | 0% | -8.10% | 减仓 |
| 27 | MSFT | Microsoft CORP | 0% | +0.51% | 加仓 |
| 28 | AMZN | Amazon.com Inc | 0% | +3.84% | 加仓 |
| 29 | HDB | Hdfc Bank Ltd-adr | 0% | -0.93% | 减仓 |
| 30 | LYG | Lloyds Banking Group Plc-adr | 0% | -1.01% | 减仓 |
| 31 | SQM | Quimica Y Minera Chil-sp Adr | 0% | -4.78% | 减仓 |
| 32 | VALE | Vale Sa-sp Adr | — | -5.27% | 减仓 |
| 33 | UNH | Unitedhealth Group Inc | — | +0.25% | 加仓 |
| 34 | ABX | Barrick Gold CORP | — | -5.61% | 减仓 |
| 35 | TXN | Texas Instruments Inc | 0% | +0.25% | 加仓 |
| 36 | VEU | Vanguard Ftse All-world Ex-u | 0% | +50.44% | 加仓 |
| 37 | CNC | Centene CORP | -0.1% | +0.06% | 加仓 |
| 38 | INFY | Infosys Ltd-sp Adr | -0.1% | -5.62% | 减仓 |
| 39 | PBR | Petroleo Brasileiro-spon Adr | -0.1% | -4.81% | 减仓 |
| 40 | WFC | Wells Fargo & Co | -0.1% | +0.36% | 加仓 |
| 41 | LH | Labcorp Holdings Inc | -0.2% | -11.52% | 减仓 |
| 42 | SHEL | Shell Plc-adr | -0.3% | -1.98% | 减仓 |
| 43 | BAP | Credicorp Ltd. | -0.3% | -16.11% | 减仓 |
| 44 | BP | Bp Plc-spons Adr | -0.4% | -2.82% | 减仓 |
| 45 | NVS | Novartis Ag-sponsored Adr | -0.4% | -21.40% | 减仓 |
| 46 | ABBV | Abbvie Inc | -0.5% | -23.65% | 减仓 |
| 47 | DLTR | Dollar Tree Inc | -0.6% | +0.20% | 加仓 |
| 48 | TAK | Takeda Pharmaceutic-sp Adr | -0.6% | -34.17% | 减仓 |
| 49 | TSM | Taiwan Semiconductor-sp Adr | -0.7% | -28.55% | 减仓 |
| 50 | WMT | Walmart Inc | -1.4% | -99.49% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Mondrian Investment Partners LTD 在 Q3 2024 季度的美股持仓总市值约为 US$64.8亿，共申报了 100 个公开持股仓位。
在 Q3 2024 季度，Mondrian Investment Partners LTD 按市值排列的前三大核心持股分别为：TRP (6.2%)、PHG (3.9%)、LYG (3.5%)。其中最大持股仓位 TRP 占据整体投资组合约 6.2% 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
KSPI
市值: US$1866.8万
本季最大获利了结 / 清仓标的
TRP
前期市值: US$4.0亿
在 Q3 2024 季度中，Mondrian Investment Partners LTD 共进行了 50 项持仓异动，包含新建仓 2 个仓位、加仓 20 个仓位、减仓 28 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 KSPI。
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。