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
181 檔
34.6%
截至 Q1 2026 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 181 档。
在 Q1 2026，Oak Ridge Investments LLC 操作展现出积极扩展与加仓意向。本季共新建仓 21 个新仓位，并对 99 个既有持股进行加仓（合计增持 120 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, AAPL, MSFT 等）合计占整体申报市值的 34.6%，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 | NVDA | Nvidia CORP | 股票-科技 | 12.10% | -0.43% | +0.54% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 10.02% | -4.17% | +0.70% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 8.57% | -5.34% | -1.03% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.89% | +3.31% | +0.42% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.81% | -3.42% | -0.96% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 4.67% | +0.09% | -1.01% | |
| 7 | LLY | Eli Lilly & Co | 股票-医疗保健 | 4.02% | +0.34% | +0.56% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.84% | -0.67% | -0.59% | |
| 9 | TSLA | Tesla Inc | 股票-周期性消费 | 2.29% | +0.60% | +4.72% | |
| 10 | KLAC | Kla CORP | 股票-科技 | 1.80% | +0.23% | +6.43% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.73% | -0.11% | -1.91% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.55% | +0.13% | +3.09% | |
| 13 | NFLX | Netflix Inc | 股票-通信服务 | 1.54% | -1.49% | +0.73% | |
| 14 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.47% | -0.30% | +1.18% | |
| 15 | MA | Mastercard Inc - A | 股票-金融 | 1.40% | -0.20% | +0.48% | |
| 16 | ORCL | Oracle CORP | 股票-科技 | 1.13% | -1.13% | EXIT | |
| 17 | GEV | GE Vernova Inc | 股票-工业 | 1.11% | +0.20% | +1.12% | |
| 18 | CLS | Celestica Inc | 股票-科技 | 1.02% | -0.29% | +3.19% | |
| 19 | ECL | Ecolab Inc | 股票-原材料 | 0.99% | -0.99% | EXIT | |
| 20 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.89% | -0.03% | +0.50% | |
| 21 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.87% | -0.30% | +0.43% | |
| 22 | PWR | Quanta Services Inc | 股票-工业 | 0.84% | +0.05% | +0.66% | |
| 23 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 0.80% | -0.19% | -3.93% | |
| 24 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.77% | +0.28% | +0.16% | |
| 25 | SYK | Stryker CORP | 股票-医疗保健 | 0.74% | -0.14% | +1.03% | |
| 26 | BTSG | Brightspring Health Services | 股票-其他 | 0.73% | +0.31% | +2.89% | |
| 27 | HWM | Howmet Aerospace Inc | 股票-工业 | 0.72% | +0.47% | +1030.41% | |
| 28 | UBER | Uber Technologies Inc | 股票-工业 | 0.68% | -0.68% | EXIT | |
| 29 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.67% | +0.44% | +0.77% | |
| 30 | COHR | Coherent CORP | 股票-科技 | 0.67% | +0.27% | +5.31% | |
| 31 | AZN | AstraZeneca PLC | 股票-医疗保健 | 0.65% | -0.59% | — | |
| 32 | CAT | Caterpillar Inc | 股票-工业 | 0.64% | +0.61% | — | |
| 33 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.61% | -0.16% | +0.77% | |
| 34 | ADI | Analog Devices Inc | 股票-科技 | 0.60% | +0.04% | +3043.67% | |
| 35 | VIAV | Viavi Solutions Inc | 股票-科技 | 0.59% | +0.19% | -10.22% | |
| 36 | APP | Applovin Corp-class A | 股票-科技 | 0.53% | +0.05% | +5.71% | |
| 37 | INTU | Intuit Inc | 股票-科技 | 0.49% | -0.49% | EXIT | |
| 38 | EXLS | Exlservice Holdings Inc | 股票-科技 | 0.48% | -0.48% | EXIT | |
| 39 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 0.47% | +0.03% | -0.60% | |
| 40 | AXON | Axon Enterprise Inc | 股票-工业 | 0.46% | +0.06% | +0.98% | |
| 41 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 0.46% | -0.44% | +0.16% | |
| 42 | ENSG | Ensign Group Inc/the | 股票-医疗保健 | 0.39% | -0.13% | +0.92% | |
| 43 | KLIC | Kulicke & Soffa Industries | 股票-科技 | 0.37% | +0.40% | — | |
| 44 | ROAD | Construction Partners Inc-a | 股票-工业 | 0.36% | -0.02% | +1.12% | |
| 45 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.35% | -0.35% | EXIT | |
| 46 | DDOG | Datadog Inc - Class A | 股票-科技 | 0.34% | +0.31% | +5.20% | |
| 47 | ECG | Everus Construction Group | 股票-工业 | 0.34% | +0.07% | +1.14% | |
| 48 | TDG | Transdigm Group Inc | 股票-工业 | 0.33% | -0.01% | -55.77% | |
| 49 | SNOW | Snowflake Inc | 股票-科技 | 0.33% | +0.20% | -0.51% | |
| 50 | PLMR | Palomar Holdings Inc | 股票-金融 | 0.31% | -0.03% | -22.60% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | HWM | Howmet Aerospace Inc | +0.7% | +1030.41% | 加仓 |
| 2 | ADI | Analog Devices Inc | +0.6% | +3043.67% | 加仓 |
| 3 | KLAC | Kla CORP | +0.5% | +6.43% | 加仓 |
| 4 | GEV | GE Vernova Inc | +0.4% | +1.12% | 加仓 |
| 5 | NVDA | Nvidia CORP | +0.3% | +0.54% | 加仓 |
| 6 | VRT | Vertiv Holdings Co-a | +0.3% | +0.16% | 加仓 |
| 7 | COST | Costco Wholesale CORP | +0.3% | +1.18% | 加仓 |
| 8 | VIAV | Viavi Solutions Inc | +0.3% | -10.22% | 减仓 |
| 9 | AAPL | Apple Inc | +0.3% | +0.70% | 加仓 |
| 10 | PWR | Quanta Services Inc | +0.3% | +0.66% | 加仓 |
| 11 | COHR | Coherent CORP | +0.2% | +5.31% | 加仓 |
| 12 | NFLX | Netflix Inc | +0.2% | +0.73% | 加仓 |
| 13 | BTSG | Brightspring Health Services | +0.2% | +2.89% | 加仓 |
| 14 | GBCI | Glacier Bancorp Inc | +0.1% | +106.68% | 加仓 |
| 15 | ECG | Everus Construction Group | +0.1% | +1.14% | 加仓 |
| 16 | DOCN | Digitalocean Holdings Inc | +0.1% | +7.42% | 加仓 |
| 17 | AAOI | Applied Optoelectronics Inc | +0.1% | -17.13% | 减仓 |
| 18 | NET | Cloudflare Inc - Class A | +0.1% | +0.50% | 加仓 |
| 19 | ECL | Ecolab Inc | +0.1% | +0.70% | 加仓 |
| 20 | OSIS | Osi Systems Inc | +0.1% | +38.94% | 加仓 |
| 21 | TTMI | Ttm Technologies | +0.1% | +0.92% | 加仓 |
| 22 | MTDR | Matador Resources Co | +0.1% | +17.71% | 加仓 |
| 23 | ✓ | +0.1% | +39.34% | 加仓 | |
| 24 | ABCB | Ameris Bancorp | +0.1% | +36.08% | 加仓 |
| 25 | RBC | RBC Bearings Inc | +0.1% | +1.44% | 加仓 |
| 26 | ENSG | Ensign Group Inc/the | +0.1% | +0.92% | 加仓 |
| 27 | MWA | Mueller Water Products Inc-a | +0.1% | +29.46% | 加仓 |
| 28 | PR | Permian Resources Corp-cl A | +0.1% | +1.81% | 加仓 |
| 29 | CLS | Celestica Inc | +0.1% | +3.19% | 加仓 |
| 30 | LMAT | Lemaitre Vascular Inc | +0.1% | +13.09% | 加仓 |
| 31 | PSMT | Pricesmart Inc | +0.1% | +1.36% | 加仓 |
| 32 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.09% | 加仓 |
| 33 | CWAN | Clearwater Analytics Holdings, Inc. | +0.1% | +44.23% | 加仓 |
| 34 | AIR | Aar CORP | +0.1% | +8.75% | 加仓 |
| 35 | RELY | Remitly Global Inc | +0.1% | +57.38% | 加仓 |
| 36 | FCFS | Firstcash Holdings Inc | +0.1% | +8.94% | 加仓 |
| 37 | GOLF | Acushnet Holdings CORP | +0.1% | +1.06% | 加仓 |
| 38 | ORLY | O'reilly Automotive Inc | +0.1% | -3.93% | 减仓 |
| 39 | UFPT | Ufp Technologies Inc | 0% | +51.41% | 加仓 |
| 40 | CRWV | Coreweave Inc-cl A | 0% | +7.33% | 加仓 |
| 41 | ROAD | Construction Partners Inc-a | 0% | +1.12% | 加仓 |
| 42 | AIT | Applied Industrial Tech Inc | 0% | +0.98% | 加仓 |
| 43 | SYK | Stryker CORP | 0% | +1.03% | 加仓 |
| 44 | AGIO | Agios Pharmaceuticals Inc | 0% | +24.30% | 加仓 |
| 45 | AXSM | Axsome Therapeutics Inc | 0% | +21.05% | 加仓 |
| 46 | MIRM | Mirum Pharmaceuticals Inc | 0% | +1.30% | 加仓 |
| 47 | BBIO | Bridgebio Pharma Inc | 0% | +12.76% | 加仓 |
| 48 | SMTC | Semtech CORP | 0% | +1.11% | 加仓 |
| 49 | CASY | Casey's General Stores Inc | 0% | — | 不变 |
| 50 | INSM | Insmed Inc | 0% | +16.15% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Oak Ridge Investments LLC 在 Q1 2026 季度的美股持仓总市值约为 US$17.7亿，共申报了 181 个公开持股仓位。
在 Q1 2026 季度，Oak Ridge Investments LLC 按市值排列的前三大核心持股分别为：NVDA (12.1%)、AAPL (10.0%)、MSFT (8.6%)。其中最大持股仓位 NVDA 占据整体投资组合约 12.1% 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
AZN
市值: US$975.9万
本季最大获利了结 / 清仓标的
VRSK
前期市值: US$921.5万
在 Q1 2026 季度中，Oak Ridge Investments LLC 共进行了 197 项持仓异动，包含新建仓 21 个仓位、加仓 99 个仓位、减仓 59 个仓位以及清仓 18 个仓位。 其中最大新建仓标的为 AZN。 本季清仓仓位包含 VRSK。
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。