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
130 檔
9.2%
根据最新整理的 13F 季度数据集，Next Century Growth Investors LLC 于 Q4 2024 结束时的管理资产规模为 US$18.9亿。该机构在本季度申报了 130 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2024，Next Century Growth Investors LLC 操作展现出积极扩展与加仓意向。本季共新建仓 24 个新仓位，并对 63 个既有持股进行加仓（合计增持 87 档），相较减仓与清仓仓位显著占优。
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 PAY, PAR, GDYN 等）合计占整体申报市值的 9.2%，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 | PAY | Paymentus Holdings Inc-a | 股票-其他 | 3.15% | -1.14% | -3.86% | |
| 2 | PAR | Par Technology Corp/del | 股票-其他 | 2.82% | — | +15.71% | |
| 3 | GDYN | Grid Dynamics Holdings Inc | 股票-其他 | 2.70% | — | +78.06% | |
| 4 | VCEL | Vericel CORP | 股票-其他 | 2.16% | +1.09% | +0.36% | |
| 5 | ACVA | Acv Auctions Inc-a | 股票-其他 | 2.14% | — | +0.39% | |
| 6 | SAIA | Saia Inc | 股票-工业 | 1.97% | +0.63% | +14.99% | |
| 7 | UTI | Universal Technical Institut | 股票-其他 | 1.91% | -0.35% | +16.47% | |
| 8 | ATRO | Astronics CORP | 股票-其他 | 1.84% | -0.60% | -32.79% | |
| 9 | ✓ | Paycor Hcm Inc Com | 股票-其他 | 1.81% | — | — | |
| 10 | WGS | Genedx Holdings CORP | 股票-其他 | 1.80% | — | +121.11% | |
| 11 | PRCT | Procept Biorobotics CORP | 股票-其他 | 1.73% | — | +4.31% | |
| 12 | VCYT | Veracyte Inc | 股票-其他 | 1.71% | — | +0.26% | |
| 13 | MYRG | Myr Group Inc/delaware | 股票-工业 | 1.69% | -0.70% | +513.81% | |
| 14 | QTWO | Q2 Holdings Inc | 股票-科技 | 1.57% | — | -40.86% | |
| 15 | RBC | RBC Bearings Inc | 股票-工业 | 1.47% | +0.06% | +7.04% | |
| 16 | GLBE | Global-E Online Ltd. | 股票-其他 | 1.46% | +0.46% | +44.52% | |
| 17 | AGYS | Agilysys Inc | 股票-其他 | 1.45% | +1.20% | +0.30% | |
| 18 | QNST | Quinstreet Inc | 股票-其他 | 1.42% | — | +7.84% | |
| 19 | MTSI | Macom Technology Solutions H | 股票-科技 | 1.41% | -0.81% | +0.89% | |
| 20 | AAPL | Apple Inc | 股票-科技 | 1.39% | -0.64% | +18.75% | |
| 21 | EXLS | Exlservice Holdings Inc | 股票-科技 | 1.39% | — | +0.89% | |
| 22 | STRL | Sterling Infrastructure Inc | 股票-工业 | 1.37% | -0.82% | +45.06% | |
| 23 | OLLI | Ollie's Bargain Outlet Holdi | 股票-非周期性消费 | 1.33% | -0.61% | +27.60% | |
| 24 | AAON | Aaon Inc | 股票-工业 | 1.32% | +0.09% | +26.65% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 1.31% | -0.38% | +3.92% | |
| 26 | VERX | Vertex Inc - Class A | 股票-其他 | 1.31% | — | -35.14% | |
| 27 | NVDA | Nvidia CORP | 股票-科技 | 1.28% | -0.23% | -3.16% | |
| 28 | CWK | Cushman & Wakefield Limited | 股票-其他 | 1.24% | — | — | |
| 29 | ✓ | 股票-其他 | 1.21% | — | -35.58% | ||
| 30 | INOD | Innodata Inc | 股票-其他 | 1.19% | +0.44% | -54.91% | |
| 31 | COHR | Coherent CORP | 股票-科技 | 1.19% | -1.72% | +0.46% | |
| 32 | ALKT | Alkami Technology Inc | 股票-其他 | 1.16% | — | -0.37% | |
| 33 | KNSL | Kinsale Capital Group Inc | 股票-金融 | 1.15% | -0.24% | EXIT | |
| 34 | AORT | Artivion Inc | 股票-其他 | 1.06% | -2.72% | EXIT | |
| 35 | BROS | Dutch Bros Inc-class A | 股票-周期性消费 | 1.05% | -0.44% | +61.28% | |
| 36 | LSCC | Lattice Semiconductor CORP | 股票-科技 | 1.04% | -0.75% | +37.48% | |
| 37 | FLYW | Flywire Corp-voting | 股票-其他 | 1.03% | — | -44.88% | |
| 38 | FRPT | Freshpet Inc | 股票-非周期性消费 | 1.03% | — | +0.89% | |
| 39 | LMB | Limbach Holdings Inc | 股票-其他 | 1.00% | -0.06% | — | |
| 40 | NTRA | Natera Inc | 股票-医疗保健 | 1.00% | — | -39.36% | |
| 41 | HXL | Hexcel CORP | 股票-工业 | 0.95% | — | -26.86% | |
| 42 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.95% | -0.38% | +14.46% | |
| 43 | WAL | Western Alliance Bancorp | 股票-金融 | 0.94% | — | +116.94% | |
| 44 | WAY | Waystar Holding CORP | 股票-其他 | 0.90% | -0.38% | EXIT | |
| 45 | ALHC | Alignment Healthcare Inc | 股票-其他 | 0.86% | +0.31% | — | |
| 46 | PEGA | Pegasystems Inc | 股票-科技 | 0.81% | -0.25% | EXIT | |
| 47 | LINC | Lincoln Educational Services | 股票-其他 | 0.79% | +0.04% | +17.93% | |
| 48 | CRS | Carpenter Technology | 股票-工业 | 0.78% | -0.37% | — | |
| 49 | AVPT | Avepoint Inc | 股票-其他 | 0.75% | — | — | |
| 50 | SMWB | Similarweb Ltd. | 股票-其他 | 0.74% | — | +146.75% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | Paycor Hcm Inc Com | +1.8% | NEW | 新建仓 |
| 2 | GDYN | Grid Dynamics Holdings Inc | +1.7% | +78.06% | 加仓 |
| 3 | MYRG | Myr Group Inc/delaware | +1.5% | +513.81% | 加仓 |
| 4 | WGS | Genedx Holdings CORP | +1.3% | +121.11% | 加仓 |
| 5 | CWK | Cushman & Wakefield Limited | +1.2% | NEW | 新建仓 |
| 6 | LMB | Limbach Holdings Inc | +1% | NEW | 新建仓 |
| 7 | PAY | Paymentus Holdings Inc-a | +1% | -3.86% | 减仓 |
| 8 | PAR | Par Technology Corp/del | +0.9% | +15.71% | 加仓 |
| 9 | ALHC | Alignment Healthcare Inc | +0.9% | NEW | 新建仓 |
| 10 | PEGA | Pegasystems Inc | +0.8% | NEW | 新建仓 |
| 11 | UTI | Universal Technical Institut | +0.8% | +16.47% | 加仓 |
| 12 | CRS | Carpenter Technology | +0.8% | NEW | 新建仓 |
| 13 | AVPT | Avepoint Inc | +0.8% | NEW | 新建仓 |
| 14 | XMTR | Xometry Inc-a | +0.7% | NEW | 新建仓 |
| 15 | BY | Byline Bancorp Inc | +0.7% | NEW | 新建仓 |
| 16 | PNW | Pinnacle West Capital Corporation | +0.7% | NEW | 新建仓 |
| 17 | GLBE | Global-E Online Ltd. | +0.7% | +44.52% | 加仓 |
| 18 | WAY | Waystar Holding CORP | +0.7% | +202.62% | 加仓 |
| 19 | BROS | Dutch Bros Inc-class A | +0.6% | +61.28% | 加仓 |
| 20 | WING | Wingstop Inc | +0.6% | NEW | 新建仓 |
| 21 | SMWB | Similarweb Ltd. | +0.5% | +146.75% | 加仓 |
| 22 | SARO | Standardaero Inc | +0.5% | NEW | 新建仓 |
| 23 | STRL | Sterling Infrastructure Inc | +0.5% | +45.06% | 加仓 |
| 24 | WAL | Western Alliance Bancorp | +0.5% | +116.94% | 加仓 |
| 25 | PCTY | Paylocity Holding CORP | +0.5% | NEW | 新建仓 |
| 26 | WEAV | Weave Communications Inc | +0.4% | NEW | 新建仓 |
| 27 | TSLA | Tesla Inc | +0.4% | +175.00% | 加仓 |
| 28 | KRUS | Kura Sushi USA Inc-class A | +0.4% | NEW | 新建仓 |
| 29 | CBLL | Ceribell Inc | +0.4% | NEW | 新建仓 |
| 30 | VCEL | Vericel CORP | +0.4% | +0.36% | 加仓 |
| 31 | KRNT | Kornit Digital Ltd. | +0.4% | +86.45% | 加仓 |
| 32 | CDNA | Caredx Inc | +0.4% | NEW | 新建仓 |
| 33 | MPTI | M-tron Industries Inc | +0.3% | NEW | 新建仓 |
| 34 | OLLI | Ollie's Bargain Outlet Holdi | +0.3% | +27.60% | 加仓 |
| 35 | BWB | Bridgewater Bancshares Inc | +0.3% | NEW | 新建仓 |
| 36 | AAON | Aaon Inc | +0.3% | +26.65% | 加仓 |
| 37 | CRDO | Credo Technology Group Holding Ltd | +0.3% | +0.91% | 加仓 |
| 38 | LSCC | Lattice Semiconductor CORP | +0.3% | +37.48% | 加仓 |
| 39 | LINC | Lincoln Educational Services | +0.3% | +17.93% | 加仓 |
| 40 | ATEC | Alphatec Holdings Inc | +0.3% | +2.40% | 加仓 |
| 41 | QNST | Quinstreet Inc | +0.2% | +7.84% | 加仓 |
| 42 | AORT | Artivion Inc | +0.2% | +29.74% | 加仓 |
| 43 | BLFS | Biolife Solutions Inc | +0.2% | +66.67% | 加仓 |
| 44 | AAPL | Apple Inc | +0.2% | +18.75% | 加仓 |
| 45 | APP | Applovin Corp-class A | +0.2% | NEW | 新建仓 |
| 46 | SAIA | Saia Inc | +0.2% | +14.99% | 加仓 |
| 47 | AMZN | Amazon.com Inc | +0.2% | +14.46% | 加仓 |
| 48 | ELF | Elf Beauty Inc | +0.2% | +38.98% | 加仓 |
| 49 | AGYS | Agilysys Inc | +0.2% | +0.30% | 加仓 |
| 50 | TYL | Tyler Technologies Inc | +0.2% | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Next Century Growth Investors LLC 在 Q4 2024 季度的美股持仓总市值约为 US$18.9亿，共申报了 130 个公开持股仓位。
在 Q4 2024 季度，Next Century Growth Investors LLC 按市值排列的前三大核心持股分别为：PAY (3.1%)、PAR (2.8%)、GDYN (2.7%)。其中最大持股仓位 PAY 占据整体投资组合约 3.1% 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
PAYCOR HCM INC COM
市值: US$2410.6万
本季最大获利了结 / 清仓标的
TMDX
前期市值: US$4139.2万
在 Q4 2024 季度中，Next Century Growth Investors LLC 共进行了 151 项持仓异动，包含新建仓 24 个仓位、加仓 63 个仓位、减仓 43 个仓位以及清仓 21 个仓位。 其中最大新建仓标的为 PAYCOR HCM INC COM。 本季清仓仓位包含 TMDX。
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。