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
167 檔
27.6%
截至 Q4 2024 季度末，Oak Ridge Investments LLC 的美股持仓估值约为 US$17.7亿，全数申报仓位共有 167 档。
在 Q4 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 14 个新仓位，并对 23 个既有持股进行加仓（合计增持 37 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 AAPL, NVDA, MSFT 等）合计占整体申报市值的 27.6%，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 | AAPL | Apple Inc | 股票-科技 | 10.04% | -4.17% | +5.89% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 9.27% | -0.43% | +6.38% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 9.24% | -5.34% | +6.05% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.93% | -3.42% | +13.05% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.74% | -0.67% | +6.22% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 3.53% | +0.09% | +5.87% | |
| 7 | LLY | Eli Lilly & Co | 股票-医疗保健 | 3.35% | +0.34% | +6.15% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.34% | +3.31% | +5.98% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.23% | +0.13% | +5.96% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.87% | -0.11% | +5.89% | |
| 11 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.67% | — | +5.61% | |
| 12 | MA | Mastercard Inc - A | 股票-金融 | 1.49% | -0.20% | +6.01% | |
| 13 | NFLX | Netflix Inc | 股票-通信服务 | 1.42% | -1.49% | +6.58% | |
| 14 | ROST | Ross Stores Inc | 股票-周期性消费 | 1.38% | -0.01% | +10.55% | |
| 15 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.37% | -0.30% | +6.23% | |
| 16 | TSLA | Tesla Inc | 股票-周期性消费 | 1.29% | +0.60% | +6.00% | |
| 17 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 1.23% | -0.19% | +5.33% | |
| 18 | ANET | Arista Networks Inc | 股票-科技 | 1.19% | — | — | |
| 19 | TDG | Transdigm Group Inc | 股票-工业 | 1.17% | -0.01% | +5.65% | |
| 20 | EXLS | Exlservice Holdings Inc | 股票-科技 | 1.15% | -0.48% | EXIT | |
| 21 | TMUS | T-mobile US Inc | 股票-通信服务 | 1.04% | — | +5.68% | |
| 22 | FTNT | Fortinet Inc | 股票-科技 | 0.95% | — | -0.77% | |
| 23 | NOW | Servicenow Inc | 股票-科技 | 0.94% | — | +6.03% | |
| 24 | ECL | Ecolab Inc | 股票-原材料 | 0.89% | -0.99% | EXIT | |
| 25 | VRSK | Verisk Analytics Inc | 股票-工业 | 0.89% | — | +5.35% | |
| 26 | SYK | Stryker CORP | 股票-医疗保健 | 0.82% | -0.14% | +6.30% | |
| 27 | BRBR | Bellring Brands Inc | 股票-非周期性消费 | 0.77% | -0.05% | EXIT | |
| 28 | SAIA | Saia Inc | 股票-工业 | 0.74% | +0.01% | +2.72% | |
| 29 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.74% | — | +5.37% | |
| 30 | KLAC | Kla CORP | 股票-科技 | 0.73% | +0.23% | +6.15% | |
| 31 | INTU | Intuit Inc | 股票-科技 | 0.73% | -0.49% | EXIT | |
| 32 | AXON | Axon Enterprise Inc | 股票-工业 | 0.71% | +0.06% | +5.44% | |
| 33 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.70% | -0.16% | +69.19% | |
| 34 | EQIX | Equinix Inc | 股票-房地产 | 0.56% | -0.01% | EXIT | |
| 35 | QTWO | Q2 Holdings Inc | 股票-科技 | 0.54% | — | -2.58% | |
| 36 | ORCL | Oracle CORP | 股票-科技 | 0.53% | -1.13% | EXIT | |
| 37 | UL | Unilever PLC | 股票-非周期性消费 | 0.52% | — | +5.55% | |
| 38 | PWR | Quanta Services Inc | 股票-工业 | 0.51% | +0.05% | +5.22% | |
| 39 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.51% | — | +5.88% | |
| 40 | ICE | Intercontinental Exchange In | 股票-金融 | 0.51% | — | +6.10% | |
| 41 | ROAD | Construction Partners Inc-a | 股票-工业 | 0.46% | -0.02% | -2.73% | |
| 42 | PLMR | Palomar Holdings Inc | 股票-金融 | 0.45% | -0.03% | -2.57% | |
| 43 | APP | Applovin Corp-class A | 股票-科技 | 0.45% | +0.05% | — | |
| 44 | OLLI | Ollie's Bargain Outlet Holdi | 股票-非周期性消费 | 0.45% | -0.09% | -2.09% | |
| 45 | ✓ | Cyberark Software LTD. Cmn | 股票-其他 | 0.41% | — | — | |
| 46 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 0.41% | -0.44% | — | |
| 47 | URI | United Rentals Inc | 股票-工业 | 0.41% | — | +6.70% | |
| 48 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.40% | — | -9.21% | |
| 49 | EOG | Eog Resources Inc | 股票-能源 | 0.40% | — | +5.93% | |
| 50 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.39% | +0.44% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ANET | Arista Networks Inc | +1.2% | NEW | 新建仓 |
| 2 | AMZN | Amazon.com Inc | +1% | +13.05% | 加仓 |
| 3 | AVGO | Broadcom Inc | +0.8% | +5.87% | 加仓 |
| 4 | NVDA | Nvidia CORP | +0.5% | +6.38% | 加仓 |
| 5 | ORCL | Oracle CORP | +0.5% | +2255.72% | 加仓 |
| 6 | APP | Applovin Corp-class A | +0.5% | NEW | 新建仓 |
| 7 | TSLA | Tesla Inc | +0.4% | +6.00% | 加仓 |
| 8 | ✓ | Cyberark Software LTD. Cmn | +0.4% | NEW | 新建仓 |
| 9 | SPOT | Spotify Technology S.A. | +0.4% | NEW | 新建仓 |
| 10 | CRWD | Crowdstrike Holdings Inc - A | +0.4% | NEW | 新建仓 |
| 11 | NET | Cloudflare Inc - Class A | +0.4% | NEW | 新建仓 |
| 12 | RDDT | Reddit Inc-cl A | +0.3% | NEW | 新建仓 |
| 13 | ISRG | Intuitive Surgical Inc | +0.3% | +69.19% | 加仓 |
| 14 | CRDO | Credo Technology Group Holding Ltd | +0.3% | NEW | 新建仓 |
| 15 | GOOG | Alphabet Inc-cl C | +0.3% | +5.98% | 加仓 |
| 16 | AAPL | Apple Inc | +0.2% | +5.89% | 加仓 |
| 17 | NFLX | Netflix Inc | +0.2% | +6.58% | 加仓 |
| 18 | AXON | Axon Enterprise Inc | +0.2% | +5.44% | 加仓 |
| 19 | CVLT | Commvault Systems Inc | +0.2% | NEW | 新建仓 |
| 20 | GOOGL | Alphabet Inc-cl A | +0.2% | +5.96% | 加仓 |
| 21 | CLS | Celestica Inc | +0.2% | NEW | 新建仓 |
| 22 | SMTC | Semtech CORP | +0.2% | NEW | 新建仓 |
| 23 | V | Visa Inc-class A Shares | +0.2% | +5.89% | 加仓 |
| 24 | GKOS | Glaukos CORP | +0.1% | NEW | 新建仓 |
| 25 | KVYO | Klaviyo Inc-a | +0.1% | NEW | 新建仓 |
| 26 | COHR | Coherent CORP | +0.1% | NEW | 新建仓 |
| 27 | NOW | Servicenow Inc | +0.1% | +6.03% | 加仓 |
| 28 | BRBR | Bellring Brands Inc | +0.1% | +2.33% | 加仓 |
| 29 | EXLS | Exlservice Holdings Inc | +0.1% | +3.07% | 加仓 |
| 30 | FTNT | Fortinet Inc | +0.1% | -0.77% | 减仓 |
| 31 | MA | Mastercard Inc - A | 0% | +6.01% | 加仓 |
| 32 | TMUS | T-mobile US Inc | 0% | +5.68% | 加仓 |
| 33 | ROST | Ross Stores Inc | — | +10.55% | 加仓 |
| 34 | COST | Costco Wholesale CORP | 0% | +6.23% | 加仓 |
| 35 | META | Meta Platforms Inc-class A | -0.1% | +6.22% | 加仓 |
| 36 | SPSC | Sps Commerce Inc | -0.2% | -44.49% | 减仓 |
| 37 | INSP | Inspire Medical Systems Inc | -0.2% | -20.52% | 减仓 |
| 38 | FN | Fabrinet | -0.2% | EXIT | 清仓 |
| 39 | TMDX | Transmedics Group Inc | -0.2% | EXIT | 清仓 |
| 40 | MPWR | Monolithic Power Systems Inc | -0.3% | -13.15% | 减仓 |
| 41 | NSSC | Napco Security Technologies | -0.3% | EXIT | 清仓 |
| 42 | UNH | Unitedhealth Group Inc | -0.4% | +5.61% | 加仓 |
| 43 | AXNX* | Axonics Inc | -0.5% | EXIT | 清仓 |
| 44 | STE | STERIS plc | -0.5% | -89.52% | 减仓 |
| 45 | SNPS | Synopsys Inc | -0.5% | EXIT | 清仓 |
| 46 | DHR | Danaher CORP | -0.6% | -92.14% | 减仓 |
| 47 | MSFT | Microsoft CORP | -0.7% | +6.05% | 加仓 |
| 48 | ROP | Roper Technologies Inc | -0.7% | -90.12% | 减仓 |
| 49 | LLY | Eli Lilly & Co | -0.7% | +6.15% | 加仓 |
| 50 | ANETEUR | Arista Networks Inc | -1.1% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Oak Ridge Investments LLC 在 Q4 2024 季度的美股持仓总市值约为 US$17.7亿，共申报了 167 个公开持股仓位。
在 Q4 2024 季度，Oak Ridge Investments LLC 按市值排列的前三大核心持股分别为：AAPL (10.0%)、NVDA (9.3%)、MSFT (9.2%)。其中最大持股仓位 AAPL 占据整体投资组合约 10.0% 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
ANET
市值: US$1522.7万
本季最大获利了结 / 清仓标的
ANETEUR
前期市值: US$1253.2万
在 Q4 2024 季度中，Oak Ridge Investments LLC 共进行了 50 项持仓异动，包含新建仓 14 个仓位、加仓 23 个仓位、减仓 7 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 ANET。 本季清仓仓位包含 ANETEUR。
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。