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
38.4%
在 Q4 2024 申报期间，Montanaro Asset Management Ltd（CIK: 0001831133）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$3.2亿，共持有 47 个公开申报仓位。
在 Q4 2024，Montanaro Asset Management Ltd 展现出较为审慎的避险与获利了结姿态。本季共减仓 26 个仓位并完全清仓 3 档持股，调降曝光的仓位数量高于加仓动作。
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 38.4%，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 | TYL | Tyler Technologies Inc | 股票-科技 | 6.23% | -2.80% | EXIT | |
| 2 | BRKR | Bruker CORP | 股票-医疗保健 | 5.17% | — | -4.38% | |
| 3 | TECH | Bio-techne CORP | 股票-医疗保健 | 4.94% | -2.52% | +2.94% | |
| 4 | TREX | Trex Company Inc | 股票-工业 | 4.50% | — | -1.99% | |
| 5 | MANH | Manhattan Associates Inc | 股票-科技 | 4.29% | -0.18% | +189.25% | |
| 6 | LRN | Stride Inc | 股票-非周期性消费 | 3.94% | -0.66% | +18.39% | |
| 7 | BCPC | Balchem CORP | 股票-原材料 | 3.62% | -0.34% | -15.88% | |
| 8 | BSY | Bentley Systems Inc-class B | 股票-科技 | 3.60% | -0.61% | +12.61% | |
| 9 | AWK | American Water Works Co Inc | 股票-公用事业 | 3.56% | -0.17% | -18.48% | |
| 10 | HLI | Houlihan Lokey Inc | 股票-金融 | 3.41% | -0.71% | -37.09% | |
| 11 | AKX | Ansys Inc | 股票-其他 | 3.15% | — | -29.63% | |
| 12 | EXPO | Exponent Inc | 股票-工业 | 3.10% | -0.42% | -6.24% | |
| 13 | NVMI | Nova Ltd. | 股票-其他 | 3.09% | -0.36% | -31.17% | |
| 14 | ALRM | Alarm.com Holdings Inc | 股票-其他 | 2.99% | -0.19% | +6.43% | |
| 15 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 2.70% | +0.52% | -22.55% | |
| 16 | CSW | Csw Industrials Inc | 股票-工业 | 2.55% | -0.31% | -22.22% | |
| 17 | ROL | Rollins Inc | 股票-周期性消费 | 2.45% | -1.25% | +3.23% | |
| 18 | POWI | Power Integrations Inc | 股票-科技 | 2.42% | — | -7.51% | |
| 19 | BMI | Badger Meter Inc | 股票-科技 | 2.34% | +0.15% | -21.45% | |
| 20 | MSCI | Msci Inc | 股票-金融 | 2.11% | -0.58% | -8.60% | |
| 21 | SITM | Sitime CORP | 股票-科技 | 2.03% | +1.18% | -0.32% | |
| 22 | IEX | Idex CORP | 股票-工业 | 1.94% | — | -17.28% | |
| 23 | ENTG | Entegris Inc | 股票-科技 | 1.89% | +0.50% | -15.99% | |
| 24 | TMDX | Transmedics Group Inc | 股票-医疗保健 | 1.80% | -2.34% | EXIT | |
| 25 | FCN | Fti Consulting Inc | 股票-工业 | 1.78% | -2.64% | EXIT | |
| 26 | CGNX | Cognex CORP | 股票-科技 | 1.72% | — | -17.58% | |
| 27 | WMS | Advanced Drainage Systems In | 股票-工业 | 1.62% | +0.45% | -18.82% | |
| 28 | MASI* | Masimo CORP | 股票-其他 | 1.59% | — | -16.52% | |
| 29 | GGG | Graco Inc | 股票-工业 | 1.57% | -1.59% | — | |
| 30 | BRBR | Bellring Brands Inc | 股票-非周期性消费 | 1.56% | -0.67% | EXIT | |
| 31 | FN | Fabrinet | 股票-科技 | 1.54% | -1.35% | -17.53% | |
| 32 | PCTY | Paylocity Holding CORP | 股票-科技 | 1.44% | — | — | |
| 33 | ICLR | ICON Public Limited Company | 股票-医疗保健 | 1.37% | — | -57.36% | |
| 34 | ERII | Energy Recovery Inc | 股票-其他 | 1.28% | — | -14.84% | |
| 35 | TW | Tradeweb Markets Inc-class A | 股票-金融 | 1.16% | -0.63% | +10.26% | |
| 36 | OLED | Universal Display CORP | 股票-科技 | 1.15% | — | -39.52% | |
| 37 | FORM | Formfactor Inc | 股票-科技 | 1.05% | — | +0.76% | |
| 38 | TRNS | Transcat Inc | 股票-其他 | 0.87% | +0.06% | — | |
| 39 | STVN | Stevanato Group S.p.A. | 股票-其他 | 0.81% | +0.08% | — | |
| 40 | PAYC | Paycom Software Inc | 股票-科技 | 0.72% | — | +13.40% | |
| 41 | HWKN | Hawkins Inc | 股票-其他 | 0.38% | -1.41% | — | |
| 42 | FOXF | Fox Factory Holding CORP | 股票-其他 | 0.34% | — | — | |
| 43 | AXON | Axon Enterprise Inc | 股票-工业 | 0.09% | — | -9.68% | |
| 44 | GLOB | Globant S.A. | 股票-科技 | 0.07% | — | — | |
| 45 | P | Everpure Inc-a | 股票-科技 | 0.05% | — | +20.16% | |
| 46 | ZS | Zscaler Inc | 股票-科技 | 0.03% | — | — | |
| 47 | AEHR | Aehr Test Systems | 股票-其他 | 0.02% | — | -44.57% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MANH | Manhattan Associates Inc | +3% | +189.25% | 加仓 |
| 2 | LRN | Stride Inc | +1.6% | +18.39% | 加仓 |
| 3 | GGG | Graco Inc | +1.6% | NEW | 新建仓 |
| 4 | BRBR | Bellring Brands Inc | +1.6% | NEW | 新建仓 |
| 5 | ALRM | Alarm.com Holdings Inc | +0.8% | +6.43% | 加仓 |
| 6 | TREX | Trex Company Inc | +0.7% | -1.99% | 减仓 |
| 7 | SITM | Sitime CORP | +0.6% | -0.32% | 减仓 |
| 8 | BSY | Bentley Systems Inc-class B | +0.6% | +12.61% | 加仓 |
| 9 | FCN | Fti Consulting Inc | +0.6% | +50.00% | 加仓 |
| 10 | PCTY | Paylocity Holding CORP | +0.4% | — | 不变 |
| 11 | HWKN | Hawkins Inc | +0.4% | NEW | 新建仓 |
| 12 | TECH | Bio-techne CORP | +0.3% | +2.94% | 加仓 |
| 13 | TW | Tradeweb Markets Inc-class A | +0.3% | +10.26% | 加仓 |
| 14 | PAYC | Paycom Software Inc | +0.3% | +13.40% | 加仓 |
| 15 | MASI* | Masimo CORP | +0.3% | -16.52% | 减仓 |
| 16 | ROL | Rollins Inc | +0.2% | +3.23% | 加仓 |
| 17 | MSCI | Msci Inc | +0.2% | -8.60% | 减仓 |
| 18 | STVN | Stevanato Group S.p.A. | +0.2% | — | 不变 |
| 19 | FORM | Formfactor Inc | +0.1% | +0.76% | 加仓 |
| 20 | POWI | Power Integrations Inc | +0.1% | -7.51% | 减仓 |
| 21 | AXON | Axon Enterprise Inc | 0% | -9.68% | 减仓 |
| 22 | P | Everpure Inc-a | 0% | +20.16% | 加仓 |
| 23 | GLOB | Globant S.A. | 0% | — | 不变 |
| 24 | TRNS | Transcat Inc | 0% | — | 不变 |
| 25 | ZS | Zscaler Inc | 0% | — | 不变 |
| 26 | AEHR | Aehr Test Systems | — | -44.57% | 减仓 |
| 27 | TYL | Tyler Technologies Inc | 0% | -12.68% | 减仓 |
| 28 | FOXF | Fox Factory Holding CORP | -0.1% | — | 不变 |
| 29 | IEX | Idex CORP | -0.1% | -17.28% | 减仓 |
| 30 | FN | Fabrinet | -0.2% | -17.53% | 减仓 |
| 31 | ERII | Energy Recovery Inc | -0.3% | -14.84% | 减仓 |
| 32 | EFT | Techtarget | -0.3% | EXIT | 清仓 |
| 33 | VEEV | Veeva Systems Inc-class A | -0.3% | -22.55% | 减仓 |
| 34 | INMD | InMode Ltd. | -0.3% | EXIT | 清仓 |
| 35 | BMI | Badger Meter Inc | -0.3% | -21.45% | 减仓 |
| 36 | ENTG | Entegris Inc | -0.3% | -15.99% | 减仓 |
| 37 | CGNX | Cognex CORP | -0.3% | -17.58% | 减仓 |
| 38 | BRKR | Bruker CORP | -0.3% | -4.38% | 减仓 |
| 39 | BCPC | Balchem CORP | -0.4% | -15.88% | 减仓 |
| 40 | CSW | Csw Industrials Inc | -0.4% | -22.22% | 减仓 |
| 41 | SEDG | Solaredge Technologies Inc | -0.5% | EXIT | 清仓 |
| 42 | AKX | Ansys Inc | -0.5% | -29.63% | 减仓 |
| 43 | EXPO | Exponent Inc | -0.6% | -6.24% | 减仓 |
| 44 | WMS | Advanced Drainage Systems In | -0.7% | -18.82% | 减仓 |
| 45 | HLI | Houlihan Lokey Inc | -0.8% | -37.09% | 减仓 |
| 46 | AWK | American Water Works Co Inc | -0.9% | -18.48% | 减仓 |
| 47 | NVMI | Nova Ltd. | -1% | -31.17% | 减仓 |
| 48 | OLED | Universal Display CORP | -1.2% | -39.52% | 减仓 |
| 49 | TMDX | Transmedics Group Inc | -1.5% | +19.45% | 加仓 |
| 50 | ICLR | ICON Public Limited Company | -2.4% | -57.36% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Montanaro Asset Management Ltd 在 Q4 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 Q4 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 (5.2%)、TECH (4.9%)。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
GGG
市值: US$758.6万
本季最大获利了结 / 清仓标的
SEDG
前期市值: US$270.9万
在 Q4 2024 季度中，Montanaro Asset Management Ltd 共进行了 44 项持仓异动，包含新建仓 3 个仓位、加仓 12 个仓位、减仓 26 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 GGG。 本季清仓仓位包含 SEDG。
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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