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
171 檔
31.7%
Oak Ridge Investments LLC 在 Q2 2025 季度的美股仓位总计估值为 US$17.7亿，分散于 171 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q2 2025，Oak Ridge Investments LLC 操作展现出积极扩展与加仓意向。本季共新建仓 4 个新仓位，并对 29 个既有持股进行加仓（合计增持 33 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, NVDA, AAPL 等）合计占整体申报市值的 31.7%，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 | 11.53% | -5.34% | +9.96% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 10.77% | -0.43% | +6.50% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 7.98% | -4.17% | +1.07% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.02% | -3.42% | -12.37% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 4.93% | -0.67% | -6.74% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 4.09% | +0.09% | +1.28% | |
| 7 | LLY | Eli Lilly & Co | 股票-医疗保健 | 3.32% | +0.34% | +1.37% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.01% | +3.31% | +0.56% | |
| 9 | NFLX | Netflix Inc | 股票-通信服务 | 2.08% | -1.49% | +1.36% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 2.04% | -0.11% | +1.04% | |
| 11 | TSLA | Tesla Inc | 股票-周期性消费 | 1.81% | +0.60% | +1.23% | |
| 12 | ORCL | Oracle CORP | 股票-科技 | 1.73% | -1.13% | EXIT | |
| 13 | MA | Mastercard Inc - A | 股票-金融 | 1.55% | -0.20% | +1.11% | |
| 14 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.43% | -0.30% | +1.25% | |
| 15 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 1.31% | -0.19% | +1373.48% | |
| 16 | TMUS | T-mobile US Inc | 股票-通信服务 | 1.06% | — | +1.02% | |
| 17 | EXLS | Exlservice Holdings Inc | 股票-科技 | 1.04% | -0.48% | EXIT | |
| 18 | KLAC | Kla CORP | 股票-科技 | 1.03% | +0.23% | +1.74% | |
| 19 | ECL | Ecolab Inc | 股票-原材料 | 1.01% | -0.99% | EXIT | |
| 20 | TDG | Transdigm Group Inc | 股票-工业 | 0.99% | -0.01% | +1.49% | |
| 21 | AXON | Axon Enterprise Inc | 股票-工业 | 0.97% | +0.06% | +1.03% | |
| 22 | VRSK | Verisk Analytics Inc | 股票-工业 | 0.93% | — | +1.17% | |
| 23 | INTU | Intuit Inc | 股票-科技 | 0.90% | -0.49% | EXIT | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.89% | +0.13% | -55.09% | |
| 25 | SYK | Stryker CORP | 股票-医疗保健 | 0.89% | -0.14% | +1.31% | |
| 26 | NOW | Servicenow Inc | 股票-科技 | 0.88% | — | +1.03% | |
| 27 | CLS | Celestica Inc | 股票-科技 | 0.83% | -0.29% | +201.38% | |
| 28 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.82% | -0.03% | +2.95% | |
| 29 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.78% | -0.30% | -4.90% | |
| 30 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 0.73% | -0.44% | +5.22% | |
| 31 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.72% | -0.16% | +1.71% | |
| 32 | ICE | Intercontinental Exchange In | 股票-金融 | 0.61% | — | +1.27% | |
| 33 | PWR | Quanta Services Inc | 股票-工业 | 0.59% | +0.05% | +1.62% | |
| 34 | PLMR | Palomar Holdings Inc | 股票-金融 | 0.58% | -0.03% | -4.00% | |
| 35 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.58% | +0.44% | +1.43% | |
| 36 | CVLT | Commvault Systems Inc | 股票-科技 | 0.58% | — | +1.35% | |
| 37 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 0.56% | +0.03% | +703.10% | |
| 38 | FTNT | Fortinet Inc | 股票-科技 | 0.55% | — | -1.56% | |
| 39 | BRBR | Bellring Brands Inc | 股票-非周期性消费 | 0.55% | -0.05% | EXIT | |
| 40 | ✓ | Cyberark Software LTD. Cmn | 股票-其他 | 0.55% | — | +4.45% | |
| 41 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.52% | — | +1.25% | |
| 42 | ANET | Arista Networks Inc | 股票-科技 | 0.49% | — | -52.47% | |
| 43 | EQIX | Equinix Inc | 股票-房地产 | 0.47% | -0.01% | EXIT | |
| 44 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.46% | — | +1.01% | |
| 45 | APP | Applovin Corp-class A | 股票-科技 | 0.44% | +0.05% | -11.05% | |
| 46 | URI | United Rentals Inc | 股票-工业 | 0.43% | — | +1.47% | |
| 47 | OLLI | Ollie's Bargain Outlet Holdi | 股票-非周期性消费 | 0.39% | -0.09% | -3.04% | |
| 48 | ROAD | Construction Partners Inc-a | 股票-工业 | 0.39% | -0.02% | -4.13% | |
| 49 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.38% | +0.28% | +1.35% | |
| 50 | EOG | Eog Resources Inc | 股票-能源 | 0.38% | — | +1.13% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.7% | +6.50% | 加仓 |
| 2 | MSFT | Microsoft CORP | +2.4% | +9.96% | 加仓 |
| 3 | AVGO | Broadcom Inc | +1.2% | +1.28% | 加仓 |
| 4 | ORCL | Oracle CORP | +1.2% | +137.78% | 加仓 |
| 5 | CLS | Celestica Inc | +0.7% | +201.38% | 加仓 |
| 6 | TTWO | Take-two Interactive Softwre | +0.5% | +703.10% | 加仓 |
| 7 | NFLX | Netflix Inc | +0.4% | +1.36% | 加仓 |
| 8 | NET | Cloudflare Inc - Class A | +0.3% | +2.95% | 加仓 |
| 9 | AXON | Axon Enterprise Inc | +0.3% | +1.03% | 加仓 |
| 10 | PLTR | Palantir Technologies Inc-a | +0.2% | -4.90% | 减仓 |
| 11 | MWA | Mueller Water Products Inc-a | +0.2% | NEW | 新建仓 |
| 12 | CRDO | Credo Technology Group Holding Ltd | +0.2% | -3.71% | 减仓 |
| 13 | SPOT | Spotify Technology S.A. | +0.2% | +5.22% | 加仓 |
| 14 | META | Meta Platforms Inc-class A | +0.1% | -6.74% | 减仓 |
| 15 | KLAC | Kla CORP | +0.1% | +1.74% | 加仓 |
| 16 | PWR | Quanta Services Inc | +0.1% | +1.62% | 加仓 |
| 17 | VRT | Vertiv Holdings Co-a | +0.1% | +1.35% | 加仓 |
| 18 | IDCC | Interdigital Inc | +0.1% | NEW | 新建仓 |
| 19 | TSLA | Tesla Inc | +0.1% | +1.23% | 加仓 |
| 20 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +1.43% | 加仓 |
| 21 | INTU | Intuit Inc | +0.1% | +1.47% | 加仓 |
| 22 | NOW | Servicenow Inc | +0.1% | +1.03% | 加仓 |
| 23 | AVAV | Aerovironment Inc | +0.1% | -3.80% | 减仓 |
| 24 | BBIO | Bridgebio Pharma Inc | +0.1% | NEW | 新建仓 |
| 25 | ROAD | Construction Partners Inc-a | +0.1% | -4.13% | 减仓 |
| 26 | RDDT | Reddit Inc-cl A | +0.1% | +1.73% | 加仓 |
| 27 | MIRM | Mirum Pharmaceuticals Inc | +0.1% | NEW | 新建仓 |
| 28 | HIMS | Hims & Hers Health Inc | +0.1% | -4.20% | 减仓 |
| 29 | ✓ | Cyberark Software LTD. Cmn | 0% | +4.45% | 加仓 |
| 30 | FSS | Federal Signal CORP | 0% | -3.47% | 减仓 |
| 31 | URI | United Rentals Inc | 0% | +1.47% | 加仓 |
| 32 | ISRG | Intuitive Surgical Inc | 0% | +1.71% | 加仓 |
| 33 | TDG | Transdigm Group Inc | 0% | +1.49% | 加仓 |
| 34 | GOOG | Alphabet Inc-cl C | -0.1% | +0.56% | 加仓 |
| 35 | ECL | Ecolab Inc | -0.1% | +1.35% | 加仓 |
| 36 | NOG | Northern Oil And Gas Inc | -0.1% | EXIT | 清仓 |
| 37 | DSGX | Descartes Systems Grp/the | -0.1% | -30.20% | 减仓 |
| 38 | COST | Costco Wholesale CORP | -0.1% | +1.25% | 加仓 |
| 39 | HALO | Halozyme Therapeutics Inc | -0.2% | -32.99% | 减仓 |
| 40 | MRVL | Marvell Technology Inc | -0.2% | EXIT | 清仓 |
| 41 | BRBR | Bellring Brands Inc | -0.3% | -0.76% | 减仓 |
| 42 | EXLS | Exlservice Holdings Inc | -0.3% | -3.10% | 减仓 |
| 43 | TMUS | T-mobile US Inc | -0.3% | +1.02% | 加仓 |
| 44 | ORLY | O'reilly Automotive Inc | -0.3% | +1373.48% | 加仓 |
| 45 | ANET | Arista Networks Inc | -0.4% | -52.47% | 减仓 |
| 46 | SAIA | Saia Inc | -0.5% | -68.48% | 减仓 |
| 47 | LLY | Eli Lilly & Co | -0.7% | +1.37% | 加仓 |
| 48 | GOOGL | Alphabet Inc-cl A | -1.1% | -55.09% | 减仓 |
| 49 | UNH | Unitedhealth Group Inc | -1.9% | EXIT | 清仓 |
| 50 | AAPL | Apple Inc | -1.9% | +1.07% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Oak Ridge Investments LLC 在 Q2 2025 季度的美股持仓总市值约为 US$17.7亿，共申报了 171 个公开持股仓位。
在 Q2 2025 季度，Oak Ridge Investments LLC 按市值排列的前三大核心持股分别为：MSFT (11.5%)、NVDA (10.8%)、AAPL (8.0%)。其中最大持股仓位 MSFT 占据整体投资组合约 11.5% 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
MWA
市值: US$253.5万
本季最大获利了结 / 清仓标的
UNH
前期市值: US$2308.2万
在 Q2 2025 季度中，Oak Ridge Investments LLC 共进行了 50 项持仓异动，包含新建仓 4 个仓位、加仓 29 个仓位、减仓 14 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 MWA。 本季清仓仓位包含 UNH。
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。