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: 0001831133
申报总市值
US$3.2亿
US$3.2亿
47 檔
44.3%
根据最新整理的 13F 季度数据集，Montanaro Asset Management Ltd 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 47 档美股持仓，呈现出该时期的主要投资地图。
在 Q3 2024，Montanaro Asset Management Ltd 操作展现出积极扩展与加仓意向。本季共新建仓 2 个新仓位，并对 22 个既有持股进行加仓（合计增持 24 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Montanaro Asset Management Ltd 的前 5 大核心持股（包含 TYL, BRKR, TECH 等）合计占整体申报市值的 44.3%，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 | TYL | Tyler Technologies Inc | 股票-科技 | 6.24% | -2.80% | EXIT | |
| 2 | BRKR | Bruker CORP | 股票-医疗保健 | 5.50% | — | +10.71% | |
| 3 | TECH | Bio-techne CORP | 股票-医疗保健 | 4.60% | -2.52% | +5.97% | |
| 4 | AWK | American Water Works Co Inc | 股票-公用事业 | 4.43% | -0.17% | -5.82% | |
| 5 | HLI | Houlihan Lokey Inc | 股票-金融 | 4.25% | -0.71% | +3.25% | |
| 6 | NVMI | Nova Ltd. | 股票-其他 | 4.10% | -0.36% | -17.09% | |
| 7 | BCPC | Balchem CORP | 股票-原材料 | 4.01% | -0.34% | -14.11% | |
| 8 | TREX | Trex Company Inc | 股票-工业 | 3.82% | — | +5.67% | |
| 9 | ICLR | ICON Public Limited Company | 股票-医疗保健 | 3.81% | — | +6.79% | |
| 10 | EXPO | Exponent Inc | 股票-工业 | 3.69% | -0.42% | +2.28% | |
| 11 | AKX | Ansys Inc | 股票-其他 | 3.65% | — | +4.89% | |
| 12 | TMDX | Transmedics Group Inc | 股票-医疗保健 | 3.27% | -2.34% | EXIT | |
| 13 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 3.00% | +0.52% | +5.11% | |
| 14 | BSY | Bentley Systems Inc-class B | 股票-科技 | 3.00% | -0.61% | +8.78% | |
| 15 | CSW | Csw Industrials Inc | 股票-工业 | 2.94% | -0.31% | — | |
| 16 | BMI | Badger Meter Inc | 股票-科技 | 2.65% | +0.15% | -1.45% | |
| 17 | OLED | Universal Display CORP | 股票-科技 | 2.37% | — | +217.41% | |
| 18 | LRN | Stride Inc | 股票-非周期性消费 | 2.36% | -0.66% | +20.16% | |
| 19 | POWI | Power Integrations Inc | 股票-科技 | 2.34% | — | +4.06% | |
| 20 | WMS | Advanced Drainage Systems In | 股票-工业 | 2.34% | +0.45% | -6.50% | |
| 21 | ROL | Rollins Inc | 股票-周期性消费 | 2.24% | -1.25% | +20.10% | |
| 22 | ENTG | Entegris Inc | 股票-科技 | 2.21% | +0.50% | +3.77% | |
| 23 | ALRM | Alarm.com Holdings Inc | 股票-其他 | 2.18% | -0.19% | +6.42% | |
| 24 | IEX | Idex CORP | 股票-工业 | 2.08% | — | +4.41% | |
| 25 | CGNX | Cognex CORP | 股票-科技 | 2.04% | — | -24.73% | |
| 26 | MSCI | Msci Inc | 股票-金融 | 1.93% | -0.58% | -38.97% | |
| 27 | FN | Fabrinet | 股票-科技 | 1.74% | -1.35% | — | |
| 28 | ERII | Energy Recovery Inc | 股票-其他 | 1.54% | — | -2.17% | |
| 29 | SITM | Sitime CORP | 股票-科技 | 1.41% | +1.18% | -0.81% | |
| 30 | MANH | Manhattan Associates Inc | 股票-科技 | 1.33% | -0.18% | — | |
| 31 | MASI* | Masimo CORP | 股票-其他 | 1.32% | — | +3.72% | |
| 32 | FCN | Fti Consulting Inc | 股票-工业 | 1.22% | -2.64% | EXIT | |
| 33 | PCTY | Paylocity Holding CORP | 股票-科技 | 1.03% | — | — | |
| 34 | FORM | Formfactor Inc | 股票-科技 | 0.94% | — | -11.09% | |
| 35 | TRNS | Transcat Inc | 股票-其他 | 0.86% | +0.06% | — | |
| 36 | TW | Tradeweb Markets Inc-class A | 股票-金融 | 0.86% | -0.63% | +21.88% | |
| 37 | STVN | Stevanato Group S.p.A. | 股票-其他 | 0.64% | +0.08% | — | |
| 38 | SEDG | Solaredge Technologies Inc | 股票-科技 | 0.48% | — | — | |
| 39 | PAYC | Paycom Software Inc | 股票-科技 | 0.44% | — | +18.22% | |
| 40 | FOXF | Fox Factory Holding CORP | 股票-其他 | 0.41% | — | — | |
| 41 | INMD | InMode Ltd. | 股票-其他 | 0.30% | — | — | |
| 42 | EFT | Techtarget | 股票-其他 | 0.26% | — | — | |
| 43 | AXON | Axon Enterprise Inc | 股票-工业 | 0.06% | — | -13.89% | |
| 44 | GLOB | Globant S.A. | 股票-科技 | 0.05% | — | — | |
| 45 | P | Everpure Inc-a | 股票-科技 | 0.03% | — | +64.86% | |
| 46 | ZS | Zscaler Inc | 股票-科技 | 0.02% | — | -52.24% | |
| 47 | AEHR | Aehr Test Systems | 股票-其他 | 0.02% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | OLED | Universal Display CORP | +1.6% | +217.41% | 加仓 |
| 2 | MANH | Manhattan Associates Inc | +1.3% | NEW | 新建仓 |
| 3 | CSW | Csw Industrials Inc | +0.7% | — | 不变 |
| 4 | BRKR | Bruker CORP | +0.7% | +10.71% | 加仓 |
| 5 | LRN | Stride Inc | +0.7% | +20.16% | 加仓 |
| 6 | EXPO | Exponent Inc | +0.6% | +2.28% | 加仓 |
| 7 | HLI | Houlihan Lokey Inc | +0.6% | +3.25% | 加仓 |
| 8 | TECH | Bio-techne CORP | +0.5% | +5.97% | 加仓 |
| 9 | VEEV | Veeva Systems Inc-class A | +0.4% | +5.11% | 加仓 |
| 10 | ROL | Rollins Inc | +0.4% | +20.10% | 加仓 |
| 11 | TMDX | Transmedics Group Inc | +0.3% | +12.46% | 加仓 |
| 12 | SITM | Sitime CORP | +0.3% | -0.81% | 减仓 |
| 13 | ERII | Energy Recovery Inc | +0.3% | -2.17% | 减仓 |
| 14 | BMI | Badger Meter Inc | +0.3% | -1.45% | 减仓 |
| 15 | TW | Tradeweb Markets Inc-class A | +0.2% | +21.88% | 加仓 |
| 16 | BSY | Bentley Systems Inc-class B | +0.2% | +8.78% | 加仓 |
| 17 | TYL | Tyler Technologies Inc | +0.2% | -7.07% | 减仓 |
| 18 | PCTY | Paylocity Holding CORP | +0.2% | — | 不变 |
| 19 | FCN | Fti Consulting Inc | +0.1% | +11.11% | 加仓 |
| 20 | IEX | Idex CORP | +0.1% | +4.41% | 加仓 |
| 21 | PAYC | Paycom Software Inc | +0.1% | +18.22% | 加仓 |
| 22 | AWK | American Water Works Co Inc | +0.1% | -5.82% | 减仓 |
| 23 | MASI* | Masimo CORP | +0.1% | +3.72% | 加仓 |
| 24 | STVN | Stevanato Group S.p.A. | 0% | — | 不变 |
| 25 | AEHR | Aehr Test Systems | 0% | NEW | 新建仓 |
| 26 | AXON | Axon Enterprise Inc | 0% | -13.89% | 减仓 |
| 27 | P | Everpure Inc-a | 0% | +64.86% | 加仓 |
| 28 | GLOB | Globant S.A. | — | — | 不变 |
| 29 | AKX | Ansys Inc | 0% | +4.89% | 加仓 |
| 30 | TRNS | Transcat Inc | 0% | — | 不变 |
| 31 | ZS | Zscaler Inc | 0% | -52.24% | 减仓 |
| 32 | INMD | InMode Ltd. | 0% | — | 不变 |
| 33 | FOXF | Fox Factory Holding CORP | -0.1% | — | 不变 |
| 34 | SEDG | Solaredge Technologies Inc | -0.1% | — | 不变 |
| 35 | EFT | Techtarget | -0.1% | — | 不变 |
| 36 | FN | Fabrinet | -0.1% | — | 不变 |
| 37 | POWI | Power Integrations Inc | -0.2% | +4.06% | 加仓 |
| 38 | ICLR | ICON Public Limited Company | -0.3% | +6.79% | 加仓 |
| 39 | BCPC | Balchem CORP | -0.3% | -14.11% | 减仓 |
| 40 | ALRM | Alarm.com Holdings Inc | -0.3% | +6.42% | 加仓 |
| 41 | WMS | Advanced Drainage Systems In | -0.3% | -6.50% | 减仓 |
| 42 | TREX | Trex Company Inc | -0.4% | +5.67% | 加仓 |
| 43 | ENTG | Entegris Inc | -0.5% | +3.77% | 加仓 |
| 44 | FORM | Formfactor Inc | -0.5% | -11.09% | 减仓 |
| 45 | MSCI | Msci Inc | -0.8% | -38.97% | 减仓 |
| 46 | CGNX | Cognex CORP | -1.2% | -24.73% | 减仓 |
| 47 | NVMI | Nova Ltd. | -1.7% | -17.09% | 减仓 |
| 48 | XYL | Xylem Inc | -2.9% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Montanaro Asset Management Ltd 在 Q3 2024 季度的美股持仓总市值约为 US$3.2亿，共申报了 47 个公开持股仓位。
在 Q3 2024 季度，Montanaro Asset Management Ltd 按市值排列的前三大核心持股分别为：TYL (6.2%)、BRKR (5.5%)、TECH (4.6%)。其中最大持股仓位 TYL 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
MANH
市值: US$748.5万
本季最大获利了结 / 清仓标的
XYL
前期市值: US$1573.3万
在 Q3 2024 季度中，Montanaro Asset Management Ltd 共进行了 38 项持仓异动，包含新建仓 2 个仓位、加仓 22 个仓位、减仓 13 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 MANH。 本季清仓仓位包含 XYL。
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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