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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001054554
申报总市值
US$17.7亿
US$17.7亿
146 檔
22.2%
Q2 2024 季度申报显示，Oak Ridge Investments LLC 披露的美股组合总市值为 US$17.7亿，涵盖 146 个不同之权益投资仓位。
在 Q2 2024，Oak Ridge Investments LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 19 个仓位并完全清仓 10 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，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 22.2%，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 | MSFT | Microsoft CORP | 股票-科技 | 10.43% | -5.34% | +4.65% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 9.01% | -4.17% | +4.73% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 8.49% | -0.43% | +945.16% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.22% | -3.42% | +4.55% | |
| 5 | LLY | Eli Lilly & Co | 股票-医疗保健 | 4.17% | +0.34% | -12.96% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.43% | +3.31% | +4.88% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.43% | -0.67% | +4.62% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.29% | +0.13% | +4.35% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.90% | +0.09% | +3.73% | |
| 10 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.80% | — | +4.72% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.68% | -0.11% | +4.37% | |
| 12 | KLAC | Kla CORP | 股票-科技 | 1.57% | +0.23% | +5.21% | |
| 13 | ROST | Ross Stores Inc | 股票-周期性消费 | 1.35% | -0.01% | +4.52% | |
| 14 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.35% | -0.30% | +4.36% | |
| 15 | TDG | Transdigm Group Inc | 股票-工业 | 1.34% | -0.01% | +1.47% | |
| 16 | MA | Mastercard Inc - A | 股票-金融 | 1.33% | -0.20% | +4.57% | |
| 17 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 1.21% | -0.19% | +3.64% | |
| 18 | NFLX | Netflix Inc | 股票-通信服务 | 1.14% | -1.49% | +5.00% | |
| 19 | ANETEUR | Arista Networks Inc | 股票-其他 | 1.04% | — | +4.46% | |
| 20 | ECL | Ecolab Inc | 股票-原材料 | 0.96% | -0.99% | EXIT | |
| 21 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.95% | — | +4.84% | |
| 22 | VRSK | Verisk Analytics Inc | 股票-工业 | 0.94% | — | +4.35% | |
| 23 | INTU | Intuit Inc | 股票-科技 | 0.91% | -0.49% | EXIT | |
| 24 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.90% | — | +4.99% | |
| 25 | SAIA | Saia Inc | 股票-工业 | 0.88% | +0.01% | -1.56% | |
| 26 | SYK | Stryker CORP | 股票-医疗保健 | 0.83% | -0.14% | +4.99% | |
| 27 | AMD | Advanced Micro Devices | 股票-科技 | 0.81% | +3.15% | NEW | |
| 28 | ROP | Roper Technologies Inc | 股票-科技 | 0.77% | — | +3.23% | |
| 29 | NOW | Servicenow Inc | 股票-科技 | 0.74% | — | +4.25% | |
| 30 | FTNT | Fortinet Inc | 股票-科技 | 0.70% | — | +4.52% | |
| 31 | DXCM | Dexcom Inc | 股票-医疗保健 | 0.68% | — | +4.46% | |
| 32 | TSLA | Tesla Inc | 股票-周期性消费 | 0.67% | +0.60% | +4.94% | |
| 33 | BRBR | Bellring Brands Inc | 股票-非周期性消费 | 0.67% | -0.05% | EXIT | |
| 34 | SNPS | Synopsys Inc | 股票-科技 | 0.65% | — | +3.14% | |
| 35 | EXLS | Exlservice Holdings Inc | 股票-科技 | 0.62% | -0.48% | EXIT | |
| 36 | AXNX* | Axonics Inc | 股票-其他 | 0.62% | — | -2.87% | |
| 37 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.58% | — | +4.69% | |
| 38 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.54% | — | +5.62% | |
| 39 | DHR | Danaher CORP | 股票-医疗保健 | 0.54% | — | +4.31% | |
| 40 | UL | Unilever PLC | 股票-非周期性消费 | 0.54% | — | +4.81% | |
| 41 | OLLI | Ollie's Bargain Outlet Holdi | 股票-非周期性消费 | 0.51% | -0.09% | -9.06% | |
| 42 | STE | STERIS plc | 股票-医疗保健 | 0.51% | -0.01% | +4.74% | |
| 43 | ICE | Intercontinental Exchange In | 股票-金融 | 0.50% | — | +5.01% | |
| 44 | ROAD | Construction Partners Inc-a | 股票-工业 | 0.48% | -0.02% | -26.38% | |
| 45 | EQIX | Equinix Inc | 股票-房地产 | 0.47% | -0.01% | EXIT | |
| 46 | NOMD | Nomad Foods Limited | 股票-其他 | 0.46% | — | -4.79% | |
| 47 | PWR | Quanta Services Inc | 股票-工业 | 0.45% | +0.05% | +555.40% | |
| 48 | NSSC | Napco Security Technologies | 股票-其他 | 0.45% | — | -10.72% | |
| 49 | PLMR | Palomar Holdings Inc | 股票-金融 | 0.45% | -0.03% | -10.48% | |
| 50 | EOG | Eog Resources Inc | 股票-能源 | 0.43% | — | -7.88% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.2% | +945.16% | 加仓 |
| 2 | AAPL | Apple Inc | +1.6% | +4.73% | 加仓 |
| 3 | GOOG | Alphabet Inc-cl C | +0.6% | +4.88% | 加仓 |
| 4 | MSFT | Microsoft CORP | +0.5% | +4.65% | 加仓 |
| 5 | ISRG | Intuitive Surgical Inc | +0.4% | NEW | 新建仓 |
| 6 | PWR | Quanta Services Inc | +0.4% | +555.40% | 加仓 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.4% | +4.35% | 加仓 |
| 8 | AVGO | Broadcom Inc | +0.3% | +3.73% | 加仓 |
| 9 | AMZN | Amazon.com Inc | +0.3% | +4.55% | 加仓 |
| 10 | KLAC | Kla CORP | +0.2% | +5.21% | 加仓 |
| 11 | AVAV | Aerovironment Inc | +0.2% | NEW | 新建仓 |
| 12 | COST | Costco Wholesale CORP | +0.2% | +4.36% | 加仓 |
| 13 | ANETEUR | Arista Networks Inc | +0.2% | +4.46% | 加仓 |
| 14 | INSM | Insmed Inc | +0.2% | -27.71% | 减仓 |
| 15 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | +4.84% | 加仓 |
| 16 | CDRE | Cadre Holdings Inc | +0.1% | +79.26% | 加仓 |
| 17 | TMDX | Transmedics Group Inc | +0.1% | -2.47% | 减仓 |
| 18 | NFLX | Netflix Inc | +0.1% | +5.00% | 加仓 |
| 19 | COCO | Vita Coco Co Inc/the | +0.1% | +52.49% | 加仓 |
| 20 | VRSK | Verisk Analytics Inc | +0.1% | +4.35% | 加仓 |
| 21 | META | Meta Platforms Inc-class A | +0.1% | +4.62% | 加仓 |
| 22 | UNH | Unitedhealth Group Inc | 0% | +4.72% | 加仓 |
| 23 | MTDR | Matador Resources Co | -0.1% | -11.70% | 减仓 |
| 24 | NOMD | Nomad Foods Limited | -0.1% | -4.79% | 减仓 |
| 25 | LSCC | Lattice Semiconductor CORP | -0.2% | -10.81% | 减仓 |
| 26 | WING | Wingstop Inc | -0.2% | -38.79% | 减仓 |
| 27 | WEX | Wex Inc | -0.2% | -10.04% | 减仓 |
| 28 | DXCM | Dexcom Inc | -0.2% | +4.46% | 加仓 |
| 29 | TMCI | Treace Medical Concepts Inc | -0.2% | EXIT | 清仓 |
| 30 | CWST | Casella Waste Systems Inc-a | -0.2% | -26.64% | 减仓 |
| 31 | THS | Treehouse Foods Inc | -0.2% | EXIT | 清仓 |
| 32 | PAYC | Paycom Software Inc | -0.2% | EXIT | 清仓 |
| 33 | XPOF | Xponential Fitness Inc-a | -0.2% | -59.77% | 减仓 |
| 34 | SPSC | Sps Commerce Inc | -0.2% | -29.58% | 减仓 |
| 35 | GO | Grocery Outlet Holding CORP | -0.2% | EXIT | 清仓 |
| 36 | YETI | Yeti Holdings Inc | -0.2% | EXIT | 清仓 |
| 37 | KNSL | Kinsale Capital Group Inc | -0.2% | -8.41% | 减仓 |
| 38 | ROAD | Construction Partners Inc-a | -0.2% | -26.38% | 减仓 |
| 39 | ATKR | Atkore Inc | -0.2% | -10.59% | 减仓 |
| 40 | NKE | Nike Inc -cl B | -0.2% | EXIT | 清仓 |
| 41 | MIDD | Middleby CORP | -0.2% | -22.80% | 减仓 |
| 42 | DAVA | Endava Plc- Spon Adr | -0.3% | EXIT | 清仓 |
| 43 | FIVE | Five Below | -0.3% | -1.33% | 减仓 |
| 44 | DV | Doubleverify Holdings Inc | -0.3% | -10.92% | 减仓 |
| 45 | LKQ | Lkq CORP | -0.3% | EXIT | 清仓 |
| 46 | SWAVUSD | Shockwave Medical Inc | -0.3% | EXIT | 清仓 |
| 47 | INSP | Inspire Medical Systems Inc | -0.3% | -3.32% | 减仓 |
| 48 | SAIA | Saia Inc | -0.3% | -1.56% | 减仓 |
| 49 | ABT | Abbott Laboratories | -0.5% | EXIT | 清仓 |
| 50 | AME | Ametek Inc | -0.6% | -74.75% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Oak Ridge Investments LLC 在 Q2 2024 季度的美股持仓总市值约为 US$17.7亿，共申报了 146 个公开持股仓位。
在 Q2 2024 季度，Oak Ridge Investments LLC 按市值排列的前三大核心持股分别为：MSFT (10.4%)、AAPL (9.0%)、NVDA (8.5%)。其中最大持股仓位 MSFT 占据整体投资组合约 10.4% 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
ISRG
市值: US$416.4万
本季最大获利了结 / 清仓标的
ABT
前期市值: US$466.1万
在 Q2 2024 季度中，Oak Ridge Investments LLC 共进行了 50 项持仓异动，包含新建仓 2 个仓位、加仓 19 个仓位、减仓 19 个仓位以及清仓 10 个仓位。 其中最大新建仓标的为 ISRG。 本季清仓仓位包含 ABT。
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。