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: 0001054554
申报总市值
US$17.7亿
US$17.7亿
143 檔
18.5%
根据最新整理的 13F 季度数据集，Oak Ridge Investments LLC 于 Q1 2024 结束时的管理资产规模为 US$17.7亿。该机构在本季度申报了 143 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2024，Oak Ridge Investments LLC 操作展现出积极扩展与加仓意向。本季共新建仓 5 个新仓位，并对 30 个既有持股进行加仓（合计增持 35 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Oak Ridge Investments LLC 的前 5 大核心持股（包含 MSFT, AAPL, NVDA 等）合计占整体申报市值的 18.5%，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 | MSFT | Microsoft CORP | 股票-科技 | 9.94% | -5.34% | +4.05% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.42% | -4.17% | +4.49% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 6.30% | -0.43% | +3.96% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.93% | -3.42% | +4.30% | |
| 5 | LLY | Eli Lilly & Co | 股票-医疗保健 | 4.36% | +0.34% | +3.79% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.34% | -0.67% | +4.14% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.88% | +3.31% | +4.58% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.93% | +0.13% | +3.90% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 1.81% | -0.11% | +3.98% | |
| 10 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.77% | — | +4.27% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.60% | +0.09% | +2.59% | |
| 12 | MA | Mastercard Inc - A | 股票-金融 | 1.47% | -0.20% | +4.10% | |
| 13 | ROST | Ross Stores Inc | 股票-周期性消费 | 1.38% | -0.01% | +4.48% | |
| 14 | TDG | Transdigm Group Inc | 股票-工业 | 1.34% | -0.01% | +2.33% | |
| 15 | KLAC | Kla CORP | 股票-科技 | 1.34% | +0.23% | +4.71% | |
| 16 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 1.33% | -0.19% | +1.52% | |
| 17 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.18% | -0.30% | +3.79% | |
| 18 | SAIA | Saia Inc | 股票-工业 | 1.17% | +0.01% | -8.09% | |
| 19 | NFLX | Netflix Inc | 股票-通信服务 | 1.03% | -1.49% | +5.05% | |
| 20 | ECL | Ecolab Inc | 股票-原材料 | 0.94% | -0.99% | EXIT | |
| 21 | INTU | Intuit Inc | 股票-科技 | 0.91% | -0.49% | EXIT | |
| 22 | AMD | Advanced Micro Devices | 股票-科技 | 0.91% | +3.15% | NEW | |
| 23 | SYK | Stryker CORP | 股票-医疗保健 | 0.88% | -0.14% | +4.77% | |
| 24 | ANETEUR | Arista Networks Inc | 股票-其他 | 0.87% | — | +2.40% | |
| 25 | DXCM | Dexcom Inc | 股票-医疗保健 | 0.84% | — | +2.33% | |
| 26 | VRSK | Verisk Analytics Inc | 股票-工业 | 0.84% | — | +2.21% | |
| 27 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.84% | — | +3.41% | |
| 28 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.83% | — | +4.54% | |
| 29 | FTNT | Fortinet Inc | 股票-科技 | 0.80% | — | +2.80% | |
| 30 | AME | Ametek Inc | 股票-工业 | 0.79% | — | +1.16% | |
| 31 | ROP | Roper Technologies Inc | 股票-科技 | 0.79% | — | +1.73% | |
| 32 | BRBR | Bellring Brands Inc | 股票-非周期性消费 | 0.76% | -0.05% | EXIT | |
| 33 | NOW | Servicenow Inc | 股票-科技 | 0.73% | — | +4.16% | |
| 34 | ROAD | Construction Partners Inc-a | 股票-工业 | 0.70% | -0.02% | -4.14% | |
| 35 | EXLS | Exlservice Holdings Inc | 股票-科技 | 0.69% | -0.48% | EXIT | |
| 36 | AXNX* | Axonics Inc | 股票-其他 | 0.69% | — | +0.22% | |
| 37 | INSP | Inspire Medical Systems Inc | 股票-医疗保健 | 0.68% | — | +0.19% | |
| 38 | SNPS | Synopsys Inc | 股票-科技 | 0.64% | — | +0.49% | |
| 39 | SPSC | Sps Commerce Inc | 股票-科技 | 0.63% | — | -4.18% | |
| 40 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.62% | — | +5.59% | |
| 41 | KNSL | Kinsale Capital Group Inc | 股票-金融 | 0.61% | -0.04% | EXIT | |
| 42 | TSLA | Tesla Inc | 股票-周期性消费 | 0.60% | +0.60% | +6.78% | |
| 43 | NOMD | Nomad Foods Limited | 股票-其他 | 0.60% | — | +8.04% | |
| 44 | ATKR | Atkore Inc | 股票-其他 | 0.58% | — | -4.11% | |
| 45 | MTDR | Matador Resources Co | 股票-能源 | 0.57% | -0.06% | -5.44% | |
| 46 | CWST | Casella Waste Systems Inc-a | 股票-工业 | 0.57% | +0.01% | -4.19% | |
| 47 | FIVE | Five Below | 股票-周期性消费 | 0.56% | — | +0.97% | |
| 48 | PLMR | Palomar Holdings Inc | 股票-金融 | 0.55% | -0.03% | -0.11% | |
| 49 | DHR | Danaher CORP | 股票-医疗保健 | 0.55% | — | +4.73% | |
| 50 | MIDD | Middleby CORP | 股票-工业 | 0.53% | — | -3.71% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.5% | +3.96% | 加仓 |
| 2 | LLY | Eli Lilly & Co | +0.8% | +3.79% | 加仓 |
| 3 | META | Meta Platforms Inc-class A | +0.7% | +4.14% | 加仓 |
| 4 | AMZN | Amazon.com Inc | +0.4% | +4.30% | 加仓 |
| 5 | ENSG | Ensign Group Inc/the | +0.4% | NEW | 新建仓 |
| 6 | BRBR | Bellring Brands Inc | +0.4% | +101.14% | 加仓 |
| 7 | PGNY | Progyny Inc | +0.3% | NEW | 新建仓 |
| 8 | PR | Permian Resources Corp-cl A | +0.2% | +54.80% | 加仓 |
| 9 | MSFT | Microsoft CORP | +0.2% | +4.05% | 加仓 |
| 10 | HIMS | Hims & Hers Health Inc | +0.2% | NEW | 新建仓 |
| 11 | ATEC | Alphatec Holdings Inc | +0.2% | NEW | 新建仓 |
| 12 | KNSL | Kinsale Capital Group Inc | +0.1% | -4.98% | 减仓 |
| 13 | PLMR | Palomar Holdings Inc | +0.1% | -0.11% | 减仓 |
| 14 | KLAC | Kla CORP | +0.1% | +4.71% | 加仓 |
| 15 | NFLX | Netflix Inc | +0.1% | +5.05% | 加仓 |
| 16 | AGIO | Agios Pharmaceuticals Inc | +0.1% | NEW | 新建仓 |
| 17 | TDG | Transdigm Group Inc | +0.1% | +2.33% | 加仓 |
| 18 | AMD | Advanced Micro Devices | +0.1% | +5.95% | 加仓 |
| 19 | AVGO | Broadcom Inc | +0.1% | +2.59% | 加仓 |
| 20 | SWAVUSD | Shockwave Medical Inc | +0.1% | -3.50% | 减仓 |
| 21 | ORLY | O'reilly Automotive Inc | +0.1% | +1.52% | 加仓 |
| 22 | SAIA | Saia Inc | +0.1% | -8.09% | 减仓 |
| 23 | ANETEUR | Arista Networks Inc | +0.1% | +2.40% | 加仓 |
| 24 | SYK | Stryker CORP | +0.1% | +4.77% | 加仓 |
| 25 | WING | Wingstop Inc | +0.1% | -5.14% | 减仓 |
| 26 | ECL | Ecolab Inc | +0.1% | +4.52% | 加仓 |
| 27 | ROAD | Construction Partners Inc-a | +0.1% | -4.14% | 减仓 |
| 28 | URI | United Rentals Inc | +0.1% | +4.92% | 加仓 |
| 29 | NOMD | Nomad Foods Limited | +0.1% | +8.04% | 加仓 |
| 30 | MA | Mastercard Inc - A | 0% | +4.10% | 加仓 |
| 31 | FTNT | Fortinet Inc | 0% | +2.80% | 加仓 |
| 32 | STZ | Constellation Brands Inc-a | 0% | +5.59% | 加仓 |
| 33 | COST | Costco Wholesale CORP | 0% | +3.79% | 加仓 |
| 34 | DXCM | Dexcom Inc | — | +2.33% | 加仓 |
| 35 | GOOG | Alphabet Inc-cl C | 0% | +4.58% | 加仓 |
| 36 | GOOGL | Alphabet Inc-cl A | 0% | +3.90% | 加仓 |
| 37 | V | Visa Inc-class A Shares | 0% | +3.98% | 加仓 |
| 38 | ROST | Ross Stores Inc | 0% | +4.48% | 加仓 |
| 39 | VICR | Vicor CORP | -0.1% | EXIT | 清仓 |
| 40 | EE | Excelerate Energy Inc-a | -0.2% | EXIT | 清仓 |
| 41 | WHD | Cactus Inc - A | -0.2% | EXIT | 清仓 |
| 42 | CPE* | Callon Petroleum Co | -0.2% | EXIT | 清仓 |
| 43 | THS | Treehouse Foods Inc | -0.3% | -52.30% | 减仓 |
| 44 | RCM1USD | R1 Rcm Inc | -0.3% | EXIT | 清仓 |
| 45 | DAVA | Endava Plc- Spon Adr | -0.3% | +2.62% | 加仓 |
| 46 | TSLA | Tesla Inc | -0.3% | +6.78% | 加仓 |
| 47 | CNMD | Conmed CORP | -0.4% | EXIT | 清仓 |
| 48 | IWO | Ishares Russell 2000 Growth | -0.5% | EXIT | 清仓 |
| 49 | YETI | Yeti Holdings Inc | -0.5% | -55.54% | 减仓 |
| 50 | AAPL | Apple Inc | -1.7% | +4.49% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Oak Ridge Investments LLC 在 Q1 2024 季度的美股持仓总市值约为 US$17.7亿，共申报了 143 个公开持股仓位。
在 Q1 2024 季度，Oak Ridge Investments LLC 按市值排列的前三大核心持股分别为：MSFT (9.9%)、AAPL (7.4%)、NVDA (6.3%)。其中最大持股仓位 MSFT 占据整体投资组合约 9.9% 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
ENSG
市值: US$379.1万
本季最大获利了结 / 清仓标的
IWO
前期市值: US$404.4万
在 Q1 2024 季度中，Oak Ridge Investments LLC 共进行了 50 项持仓异动，包含新建仓 5 个仓位、加仓 30 个仓位、减仓 8 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 ENSG。 本季清仓仓位包含 IWO。
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。