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: 0001134007
申报总市值
US$18.9亿
US$18.9亿
127 檔
10.4%
在 Q3 2024 申报期间，Next Century Growth Investors LLC（CIK: 0001134007）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$18.9亿，共持有 127 个公开申报仓位。
Next Century Growth Investors LLC 在 Q3 2024 进行了结构性的板块轮动与仓位换股。在开立 21 个全新仓位及加仓 47 档持股的同时，亦同步清仓 16 档并减仓 59 档标的。
在资产配置集中度方面，Next Century Growth Investors LLC 的前 5 大核心持股（包含 ATRO, TNDM, TMDX 等）合计占整体申报市值的 10.4%，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 | ATRO | Astronics CORP | 股票-其他 | 3.61% | -0.60% | -3.58% | |
| 2 | TNDM | Tandem Diabetes Care Inc | 股票-其他 | 3.38% | — | +7.47% | |
| 3 | TMDX | Transmedics Group Inc | 股票-医疗保健 | 3.35% | -0.70% | EXIT | |
| 4 | VRRM | Verra Mobility CORP | 股票-其他 | 3.31% | — | -3.01% | |
| 5 | RXST | Rxsight Inc | 股票-其他 | 2.31% | — | +9.12% | |
| 6 | QTWO | Q2 Holdings Inc | 股票-科技 | 2.28% | — | -36.60% | |
| 7 | PAY | Paymentus Holdings Inc-a | 股票-其他 | 2.17% | -1.14% | +2.29% | |
| 8 | ACVA | Acv Auctions Inc-a | 股票-其他 | 2.17% | — | +127.65% | |
| 9 | KNSL | Kinsale Capital Group Inc | 股票-金融 | 1.92% | -0.24% | EXIT | |
| 10 | PAR | Par Technology Corp/del | 股票-其他 | 1.89% | — | +22.75% | |
| 11 | ✓ | 股票-其他 | 1.87% | — | +105.14% | ||
| 12 | VCEL | Vericel CORP | 股票-其他 | 1.79% | +1.09% | +34.76% | |
| 13 | PRCT | Procept Biorobotics CORP | 股票-其他 | 1.78% | — | +14.81% | |
| 14 | SAIA | Saia Inc | 股票-工业 | 1.78% | +0.63% | +4.11% | |
| 15 | OLED | Universal Display Corporation | 股票-科技 | 1.74% | — | +89.88% | |
| 16 | FLYW | Flywire Corp-voting | 股票-其他 | 1.60% | — | -7.35% | |
| 17 | VCYT | Veracyte Inc | 股票-其他 | 1.59% | — | +289.62% | |
| 18 | VERX | Vertex Inc - Class A | 股票-其他 | 1.57% | — | -40.57% | |
| 19 | RBC | RBC Bearings Inc | 股票-工业 | 1.49% | +0.06% | +40.69% | |
| 20 | NTRA | Natera Inc | 股票-医疗保健 | 1.43% | — | -2.04% | |
| 21 | HXL | Hexcel CORP | 股票-工业 | 1.39% | — | +19.05% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 1.39% | -0.38% | -7.52% | |
| 23 | MTSI | Macom Technology Solutions H | 股票-科技 | 1.29% | -0.81% | -32.49% | |
| 24 | AGYS | Agilysys Inc | 股票-其他 | 1.29% | +1.20% | -20.22% | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 1.29% | -0.23% | -2.27% | |
| 26 | EXLS | Exlservice Holdings Inc | 股票-科技 | 1.28% | — | +15.74% | |
| 27 | INOD | Innodata Inc | 股票-其他 | 1.21% | +0.44% | +0.08% | |
| 28 | COHR | Coherent CORP | 股票-科技 | 1.20% | -1.72% | +0.14% | |
| 29 | AAPL | Apple Inc | 股票-科技 | 1.18% | -0.64% | -7.91% | |
| 30 | QNST | Quinstreet Inc | 股票-其他 | 1.18% | — | -0.83% | |
| 31 | UTI | Universal Technical Institut | 股票-其他 | 1.12% | -0.35% | +329.25% | |
| 32 | ALKT | Alkami Technology Inc | 股票-其他 | 1.08% | — | +0.38% | |
| 33 | GDYN | Grid Dynamics Holdings Inc | 股票-其他 | 1.03% | — | +88.00% | |
| 34 | AAON | Aaon Inc | 股票-工业 | 1.03% | +0.09% | +204.28% | |
| 35 | AVAV | Aerovironment Inc | 股票-工业 | 1.02% | — | -65.66% | |
| 36 | FRPT | Freshpet Inc | 股票-非周期性消费 | 1.01% | — | -56.07% | |
| 37 | OLLI | Ollie's Bargain Outlet Holdi | 股票-非周期性消费 | 1.00% | -0.61% | — | |
| 38 | SIBN | Si-bone Inc | 股票-其他 | 1.00% | +0.16% | +4.26% | |
| 39 | NSSC | Napco Security Technologies | 股票-其他 | 0.99% | — | -61.29% | |
| 40 | GWRE | Guidewire Software Inc | 股票-科技 | 0.97% | — | -1.80% | |
| 41 | SDHC | Smith Douglas Homes CORP | 股票-其他 | 0.92% | — | -35.06% | |
| 42 | STRL | Sterling Infrastructure Inc | 股票-工业 | 0.88% | -0.82% | +44.70% | |
| 43 | 628 | Semrush Holdings Inc-a | 股票-其他 | 0.82% | — | -11.68% | |
| 44 | AORT | Artivion Inc | 股票-其他 | 0.82% | -2.72% | EXIT | |
| 45 | HQY | Healthequity Inc | 股票-医疗保健 | 0.77% | — | — | |
| 46 | GLBE | Global-E Online Ltd. | 股票-其他 | 0.77% | +0.46% | +130.27% | |
| 47 | LSCC | Lattice Semiconductor CORP | 股票-科技 | 0.76% | -0.75% | +75.53% | |
| 48 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.76% | -0.38% | -16.26% | |
| 49 | LOAR | Loar Holdings Inc | 股票-其他 | 0.74% | -0.02% | -1.80% | |
| 50 | MRTN | Marten Transport LTD | 股票-其他 | 0.74% | +0.24% | +18.86% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VCYT | Veracyte Inc | +1.3% | +289.62% | 加仓 |
| 2 | ACVA | Acv Auctions Inc-a | +1.3% | +127.65% | 加仓 |
| 3 | FTAI | FTAI Aviation Ltd. | +1.1% | — | 加仓 |
| 4 | OLED | Universal Display Corporation | +1.1% | +89.88% | 加仓 |
| 5 | OLLI | Ollie's Bargain Outlet Holdi | +1% | NEW | 新建仓 |
| 6 | UTI | Universal Technical Institut | +0.9% | +329.25% | 加仓 |
| 7 | HQY | Healthequity Inc | +0.8% | NEW | 新建仓 |
| 8 | AAON | Aaon Inc | +0.8% | +204.28% | 加仓 |
| 9 | GDYN | Grid Dynamics Holdings Inc | +0.6% | +88.00% | 加仓 |
| 10 | HROW | Harrow Inc | +0.6% | NEW | 新建仓 |
| 11 | ✓ | On Holding AG | +0.6% | NEW | 新建仓 |
| 12 | GLDD | Great Lakes Dredge & Dock Co | +0.6% | NEW | 新建仓 |
| 13 | PRCT | Procept Biorobotics CORP | +0.6% | +14.81% | 加仓 |
| 14 | KNX | Knight-swift Transportation | +0.5% | NEW | 新建仓 |
| 15 | MIRM | Mirum Pharmaceuticals Inc | +0.5% | NEW | 新建仓 |
| 16 | RBC | RBC Bearings Inc | +0.5% | +40.69% | 加仓 |
| 17 | AORT | Artivion Inc | +0.5% | +141.57% | 加仓 |
| 18 | WGS | Genedx Holdings CORP | +0.5% | NEW | 新建仓 |
| 19 | WAL | Western Alliance Bancorp | +0.5% | NEW | 新建仓 |
| 20 | PAR | Par Technology Corp/del | +0.5% | +22.75% | 加仓 |
| 21 | GLBE | Global-E Online Ltd. | +0.5% | +130.27% | 加仓 |
| 22 | BLND | Blend Labs Inc-a | +0.5% | NEW | 新建仓 |
| 23 | BLFS | Biolife Solutions Inc | +0.4% | NEW | 新建仓 |
| 24 | STRL | Sterling Infrastructure Inc | +0.4% | +44.70% | 加仓 |
| 25 | EXLS | Exlservice Holdings Inc | +0.4% | +15.74% | 加仓 |
| 26 | ELF | Elf Beauty Inc | +0.3% | NEW | 新建仓 |
| 27 | KRNT | Kornit Digital Ltd. | +0.3% | NEW | 新建仓 |
| 28 | SKWD | Skyward Specialty Insurance | +0.3% | NEW | 新建仓 |
| 29 | TNDM | Tandem Diabetes Care Inc | +0.3% | +7.47% | 加仓 |
| 30 | VCEL | Vericel CORP | +0.3% | +34.76% | 加仓 |
| 31 | K4F | Onestream Inc | +0.3% | NEW | 新建仓 |
| 32 | LSCC | Lattice Semiconductor CORP | +0.3% | +75.53% | 加仓 |
| 33 | KNSL | Kinsale Capital Group Inc | +0.2% | -2.68% | 减仓 |
| 34 | WAY | Waystar Holding CORP | +0.2% | NEW | 新建仓 |
| 35 | LNTH | Lantheus Holdings Inc | +0.2% | NEW | 新建仓 |
| 36 | TWFG | Twfg Inc | +0.2% | NEW | 新建仓 |
| 37 | LINC | Lincoln Educational Services | +0.2% | +69.85% | 加仓 |
| 38 | GWRE | Guidewire Software Inc | +0.2% | -1.80% | 减仓 |
| 39 | GSHD | Goosehead Insurance Inc -a | +0.2% | +52.34% | 加仓 |
| 40 | COHR | Coherent CORP | +0.2% | +0.14% | 加仓 |
| 41 | SMWB | Similarweb Ltd. | +0.2% | NEW | 新建仓 |
| 42 | LOAR | Loar Holdings Inc | +0.2% | -1.80% | 减仓 |
| 43 | MAMA | Mama's Creations Inc | +0.2% | +43.62% | 加仓 |
| 44 | HXL | Hexcel CORP | +0.2% | +19.05% | 加仓 |
| 45 | ARQ | Arq Inc | +0.2% | NEW | 新建仓 |
| 46 | TCMD | Tactile Systems Technology I | +0.2% | +18.97% | 加仓 |
| 47 | NTRA | Natera Inc | +0.2% | -2.04% | 减仓 |
| 48 | ODFL | Old Dominion Freight Line | +0.2% | +37.85% | 加仓 |
| 49 | HWM | Howmet Aerospace Inc | +0.1% | NEW | 新建仓 |
| 50 | AMD | Advanced Micro Devices | +0.1% | +38.03% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Next Century Growth Investors LLC 在 Q3 2024 季度的美股持仓总市值约为 US$18.9亿，共申报了 127 个公开持股仓位。
在 Q3 2024 季度，Next Century Growth Investors LLC 按市值排列的前三大核心持股分别为：ATRO (3.6%)、TNDM (3.4%)、TMDX (3.4%)。其中最大持股仓位 ATRO 占据整体投资组合约 3.6% 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
OLLI
市值: US$1235.0万
本季最大获利了结 / 清仓标的
CELH
前期市值: US$1446.6万
在 Q3 2024 季度中，Next Century Growth Investors LLC 共进行了 143 项持仓异动，包含新建仓 21 个仓位、加仓 47 个仓位、减仓 59 个仓位以及清仓 16 个仓位。 其中最大新建仓标的为 OLLI。 本季清仓仓位包含 CELH。
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。