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
179 檔
35.9%
Q3 2025 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 179 个不同之权益投资仓位。
在 Q3 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 10 个新仓位，并对 19 个既有持股进行加仓（合计增持 29 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 NVDA, MSFT, AAPL 等）合计占整体申报市值的 35.9%，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 | NVDA | Nvidia CORP | 股票-科技 | 11.71% | -0.43% | +2.16% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 11.05% | -5.34% | +2.17% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 9.10% | -4.17% | +1.97% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.62% | -3.42% | +1.95% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 4.51% | +0.09% | +2.15% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 4.51% | -0.67% | +2.01% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.79% | +3.31% | +1.81% | |
| 8 | LLY | Eli Lilly & Co | 股票-医疗保健 | 3.00% | +0.34% | +2.41% | |
| 9 | TSLA | Tesla Inc | 股票-周期性消费 | 2.40% | +0.60% | +4.77% | |
| 10 | ORCL | Oracle CORP | 股票-科技 | 2.05% | -1.13% | EXIT | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.80% | -0.11% | +1.89% | |
| 12 | NFLX | Netflix Inc | 股票-通信服务 | 1.72% | -1.49% | +2.35% | |
| 13 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 1.44% | -0.19% | +1.72% | |
| 14 | MA | Mastercard Inc - A | 股票-金融 | 1.44% | -0.20% | +2.00% | |
| 15 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.23% | -0.30% | +2.12% | |
| 16 | KLAC | Kla CORP | 股票-科技 | 1.15% | +0.23% | +2.23% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.12% | +0.13% | +0.40% | |
| 18 | CLS | Celestica Inc | 股票-科技 | 1.01% | -0.29% | -15.05% | |
| 19 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.98% | — | +2.26% | |
| 20 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.98% | -0.30% | +3.58% | |
| 21 | ECL | Ecolab Inc | 股票-原材料 | 0.95% | -0.99% | EXIT | |
| 22 | APP | Applovin Corp-class A | 股票-科技 | 0.84% | +0.05% | +2.16% | |
| 23 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.83% | -0.03% | +1.83% | |
| 24 | EXLS | Exlservice Holdings Inc | 股票-科技 | 0.82% | -0.48% | EXIT | |
| 25 | TDG | Transdigm Group Inc | 股票-工业 | 0.79% | -0.01% | +2.47% | |
| 26 | SYK | Stryker CORP | 股票-医疗保健 | 0.77% | -0.14% | +2.23% | |
| 27 | AXON | Axon Enterprise Inc | 股票-工业 | 0.73% | +0.06% | -3.41% | |
| 28 | NOW | Servicenow Inc | 股票-科技 | 0.72% | — | +1.87% | |
| 29 | INTU | Intuit Inc | 股票-科技 | 0.72% | -0.49% | EXIT | |
| 30 | VRSK | Verisk Analytics Inc | 股票-工业 | 0.69% | — | +1.93% | |
| 31 | ANET | Arista Networks Inc | 股票-科技 | 0.65% | — | +2.17% | |
| 32 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 0.62% | -0.44% | +3.78% | |
| 33 | PWR | Quanta Services Inc | 股票-工业 | 0.60% | +0.05% | +1.88% | |
| 34 | CVLT | Commvault Systems Inc | 股票-科技 | 0.56% | — | +0.39% | |
| 35 | ✓ | Cyberark Software LTD. Cmn | 股票-其他 | 0.56% | — | -4.38% | |
| 36 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.55% | -0.16% | +2.66% | |
| 37 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 0.54% | +0.03% | +2.04% | |
| 38 | ICE | Intercontinental Exchange In | 股票-金融 | 0.52% | — | +2.16% | |
| 39 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.51% | +0.44% | +1.82% | |
| 40 | URI | United Rentals Inc | 股票-工业 | 0.51% | — | +2.60% | |
| 41 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.47% | — | +2.46% | |
| 42 | SNOW | Snowflake Inc | 股票-科技 | 0.46% | +0.20% | — | |
| 43 | RDDT | Reddit Inc-cl A | 股票-通信服务 | 0.43% | — | +2.12% | |
| 44 | ZS | Zscaler Inc | 股票-科技 | 0.43% | -0.20% | EXIT | |
| 45 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.43% | — | -0.05% | |
| 46 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.41% | +0.28% | +1.49% | |
| 47 | ROAD | Construction Partners Inc-a | 股票-工业 | 0.41% | -0.02% | -1.75% | |
| 48 | CRDO | Credo Technology Group Holding Ltd | 股票-科技 | 0.40% | +0.49% | -19.28% | |
| 49 | PLMR | Palomar Holdings Inc | 股票-金融 | 0.39% | -0.03% | -1.62% | |
| 50 | ENSG | Ensign Group Inc/the | 股票-医疗保健 | 0.33% | -0.13% | -1.22% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +3.7% | +2.16% | 加仓 |
| 2 | MSFT | Microsoft CORP | +1.9% | +2.17% | 加仓 |
| 3 | AVGO | Broadcom Inc | +1.7% | +2.15% | 加仓 |
| 4 | ORCL | Oracle CORP | +1.5% | +2.51% | 加仓 |
| 5 | CLS | Celestica Inc | +0.9% | -15.05% | 加仓 |
| 6 | GOOG | Alphabet Inc-cl C | +0.7% | +1.81% | 加仓 |
| 7 | TSLA | Tesla Inc | +0.7% | +4.77% | 加仓 |
| 8 | TTWO | Take-two Interactive Softwre | +0.5% | +2.04% | 加仓 |
| 9 | APP | Applovin Corp-class A | +0.4% | +2.16% | 减仓 |
| 10 | PLTR | Palantir Technologies Inc-a | +0.4% | +3.58% | 减仓 |
| 11 | NET | Cloudflare Inc - Class A | +0.3% | +1.83% | 加仓 |
| 12 | KLAC | Kla CORP | +0.3% | +2.23% | 加仓 |
| 13 | CRDO | Credo Technology Group Holding Ltd | +0.2% | -19.28% | 减仓 |
| 14 | RDDT | Reddit Inc-cl A | +0.2% | +2.12% | 加仓 |
| 15 | VRT | Vertiv Holdings Co-a | +0.2% | +1.49% | 加仓 |
| 16 | PWR | Quanta Services Inc | +0.1% | +1.88% | 加仓 |
| 17 | URI | United Rentals Inc | +0.1% | +2.60% | 加仓 |
| 18 | ROAD | Construction Partners Inc-a | +0.1% | -1.75% | 减仓 |
| 19 | NFLX | Netflix Inc | +0.1% | +2.35% | 加仓 |
| 20 | SPOT | Spotify Technology S.A. | +0.1% | +3.78% | 加仓 |
| 21 | ✓ | Cyberark Software LTD. Cmn | +0.1% | -4.38% | 减仓 |
| 22 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +1.82% | 加仓 |
| 23 | AXON | Axon Enterprise Inc | 0% | -3.41% | 减仓 |
| 24 | ORLY | O'reilly Automotive Inc | -0.2% | +1.72% | 加仓 |
| 25 | INSP | Inspire Medical Systems Inc | -0.2% | -7.94% | 减仓 |
| 26 | META | Meta Platforms Inc-class A | -0.3% | +2.01% | 减仓 |
| 27 | BJ | Bj's Wholesale Club Holdings | -0.3% | -60.11% | 减仓 |
| 28 | KNSL | Kinsale Capital Group Inc | -0.4% | -80.66% | 减仓 |
| 29 | SAIA | Saia Inc | -0.5% | -1.61% | 减仓 |
| 30 | BRBR | Bellring Brands Inc | -0.5% | +0.50% | 减仓 |
| 31 | EXLS | Exlservice Holdings Inc | -0.5% | -13.66% | 减仓 |
| 32 | EQIX | Equinix Inc | -0.6% | -96.70% | 减仓 |
| 33 | AAPL | Apple Inc | -0.8% | +1.97% | 加仓 |
| 34 | GOOGL | Alphabet Inc-cl A | -0.9% | +0.40% | 减仓 |
| 35 | AMZN | Amazon.com Inc | -1.1% | +1.95% | 减仓 |
| 36 | UNH | Unitedhealth Group Inc | — | EXIT | 清仓 |
| 37 | FTNT | Fortinet Inc | — | EXIT | 清仓 |
| 38 | SNOW | Snowflake Inc | — | NEW | 新建仓 |
| 39 | ZS | Zscaler Inc | — | NEW | 新建仓 |
| 40 | VIAV | Viavi Solutions Inc | — | NEW | 新建仓 |
| 41 | PSMT | Pricesmart Inc | — | NEW | 新建仓 |
| 42 | ✓ | — | NEW | 新建仓 | |
| 43 | GBCI | Glacier Bancorp Inc | — | NEW | 新建仓 |
| 44 | NOMD | Nomad Foods Limited | — | EXIT | 清仓 |
| 45 | IDCC | Interdigital Inc | — | NEW | 新建仓 |
| 46 | MWA | Mueller Water Products Inc-a | — | NEW | 新建仓 |
| 47 | HRI | Herc Holdings Inc | — | EXIT | 清仓 |
| 48 | ABCB | Ameris Bancorp | — | NEW | 新建仓 |
| 49 | MRVL | Marvell Technology Inc | — | EXIT | 清仓 |
| 50 | WAY | Waystar Holding CORP | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Oak Ridge Investments LLC 在 Q3 2025 季度的美股持仓总市值约为 US$17.7亿，共申报了 179 个公开持股仓位。
在 Q3 2025 季度，Oak Ridge Investments LLC 按市值排列的前三大核心持股分别为：NVDA (11.7%)、MSFT (11.1%)、AAPL (9.1%)。其中最大持股仓位 NVDA 占据整体投资组合约 11.7% 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
SNOW
市值: US$713.7万
本季最大获利了结 / 清仓标的
UNH
前期市值: US$2308.2万
在 Q3 2025 季度中，Oak Ridge Investments LLC 共进行了 50 项持仓异动，包含新建仓 10 个仓位、加仓 19 个仓位、减仓 16 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 SNOW。 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。