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: 0002085909
申报总市值
US$1.9亿
US$1.9亿
32 檔
39.3%
Q1 2026 季度申报显示，Occam Crest Management LP 披露的美股组合总市值为 US$1.9亿，涵盖 32 个不同之权益投资仓位。
在 Q1 2026，Occam Crest Management LP 操作展现出积极扩展与加仓意向。本季共新建仓 8 个新仓位，并对 12 个既有持股进行加仓（合计增持 20 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Occam Crest Management LP 的前 5 大核心持股（包含 TGTX, PGEN, FTAI 等）合计占整体申报市值的 39.3%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
WLK
市值: US$341.8万
本季最大获利了结 / 清仓标的
ORBS
前期市值: US$308.1万
| # | 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 | TGTX | Tg Therapeutics Inc | 股票-医疗保健 | 11.66% | +0.14% | +43.68% | |
| 2 | PGEN | Precigen Inc | 股票-其他 | 10.05% | +0.15% | +21.91% | |
| 3 | FTAI | FTAI Aviation Ltd. | 股票-工业 | 9.69% | -2.00% | -5.11% | |
| 4 | ✓ | National Energy Services Reu | 股票-其他 | 8.80% | -0.46% | -36.44% | |
| 5 | FOUR | Shift4 Payments Inc-class A | 股票-科技 | 5.81% | +0.05% | +129.84% | |
| 6 | SANM | Sanmina CORP | 股票-科技 | 4.81% | +1.91% | +205.00% | |
| 7 | NXT | Nextpower Inc-cl A | 股票-科技 | 4.40% | -1.75% | +20.00% | |
| 8 | LYFT | Lyft Inc-a | 股票-科技 | 4.01% | +0.12% | +21.29% | |
| 9 | GEL | Genesis Energy L.p. | 股票-其他 | 3.60% | -1.19% | -5.68% | |
| 10 | AXSM | Axsome Therapeutics Inc | 股票-医疗保健 | 3.56% | -0.04% | -1.10% | |
| 11 | BMNR | Bitmine Immersion Technologi | 股票-金融 | 3.45% | -1.38% | — | |
| 12 | CCO | Clear Channel Outdoor Holdin | 股票-其他 | 3.33% | -3.33% | EXIT | |
| 13 | TWLO | Twilio Inc - A | 股票-科技 | 3.29% | +0.18% | +13.16% | |
| 14 | FIP | Ftai Infrastructure Inc | 股票-其他 | 3.28% | -1.16% | +251.61% | |
| 15 | HGV | Hilton Grand Vacations Inc | 股票-其他 | 2.53% | +0.31% | +29.54% | |
| 16 | TALK | Talkspace Inc | 股票-其他 | 2.42% | -2.42% | EXIT | |
| 17 | WLK | Westlake CORP | 股票-原材料 | 2.08% | -2.08% | EXIT | |
| 18 | BLDR | Builders Firstsource Inc | 股票-工业 | 1.98% | -0.73% | +315.79% | |
| 19 | NVCT | Nuvectis Pharma Inc | 股票-其他 | 1.91% | +1.93% | +7.14% | |
| 20 | IMRX | Immuneering CORP - Class A | 股票-其他 | 1.75% | -1.16% | +9.35% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.70% | -1.70% | EXIT | |
| 22 | ✓ | Futurecrest Acquisition CORP | 股票-其他 | 1.59% | -1.57% | — | |
| 23 | EVER | Everquote Inc - Class A | 股票-其他 | 0.84% | +2.20% | — | |
| 24 | SLQT | Selectquote Inc | 股票-其他 | 0.77% | -0.57% | -4.24% | |
| 25 | DOCS | Doximity Inc-class A | 股票-医疗保健 | 0.74% | -0.74% | EXIT | |
| 26 | GHRS | GH Research PLC | 股票-其他 | 0.68% | -0.68% | EXIT | |
| 27 | CPAY | Corpay Inc | 股票-科技 | 0.44% | -0.44% | EXIT | |
| 28 | ✓ | Spdr S&P 500 Etf Tr Put Option | ETF-大型股与成长 | 0.24% | -0.24% | EXIT | |
| 29 | USO | United States Oil Fund LP | ETF-其他 | 0.23% | -0.23% | EXIT | |
| 30 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.21% | -0.21% | EXIT | |
| 31 | FLEX | Flex Ltd. | 股票-科技 | 0.12% | -0.12% | EXIT | |
| 32 | VEXC | Vanguard Emer Mark Ex-ch ETF | ETF-其他 | 0.02% | -0.02% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TGTX | Tg Therapeutics Inc | +3.3% | +43.68% | 加仓 |
| 2 | SANM | Sanmina CORP | +2.7% | +205.00% | 加仓 |
| 3 | FIP | Ftai Infrastructure Inc | +2.3% | +251.61% | 加仓 |
| 4 | WLK | Westlake CORP | +2.1% | NEW | 新建仓 |
| 5 | IWM | Ishares Russell 2000 ETF | +1.7% | NEW | 新建仓 |
| 6 | FOUR | Shift4 Payments Inc-class A | +1.6% | +129.84% | 加仓 |
| 7 | NXT | Nextpower Inc-cl A | +1.4% | +20.00% | 加仓 |
| 8 | BLDR | Builders Firstsource Inc | +1.3% | +315.79% | 加仓 |
| 9 | EVER | Everquote Inc - Class A | +0.8% | NEW | 新建仓 |
| 10 | DOCS | Doximity Inc-class A | +0.7% | NEW | 新建仓 |
| 11 | GHRS | GH Research PLC | +0.7% | NEW | 新建仓 |
| 12 | FTAI | FTAI Aviation Ltd. | +0.3% | -5.11% | 减仓 |
| 13 | USO | United States Oil Fund LP | +0.2% | NEW | 新建仓 |
| 14 | VEU | Vanguard Ftse All-world Ex-u | +0.2% | NEW | 新建仓 |
| 15 | VEXC | Vanguard Emer Mark Ex-ch ETF | 0% | NEW | 新建仓 |
| 16 | FLEX | Flex Ltd. | 0% | — | 不变 |
| 17 | HGV | Hilton Grand Vacations Inc | 0% | +29.54% | 加仓 |
| 18 | NVCT | Nuvectis Pharma Inc | -0.1% | +7.14% | 加仓 |
| 19 | CPAY | Corpay Inc | -0.1% | — | 不变 |
| 20 | ✓ | Precigen Inc | -0.1% | EXIT | 清仓 |
| 21 | ✓ | Spdr S&P 500 Etf Tr Put Option | -0.1% | -85.71% | 减仓 |
| 22 | PGEN | Precigen Inc | -0.2% | +21.91% | 加仓 |
| 23 | GEL | Genesis Energy L.p. | -0.2% | -5.68% | 减仓 |
| 24 | ✓ | Futurecrest Acquisition CORP | -0.3% | — | 不变 |
| 25 | ✓ | -0.4% | EXIT | 清仓 | |
| 26 | ✓ | Ftai Infrastructure Inc | -0.4% | EXIT | 清仓 |
| 27 | TWLO | Twilio Inc - A | -0.5% | +13.16% | 加仓 |
| 28 | IMRX | Immuneering CORP - Class A | -0.5% | +9.35% | 加仓 |
| 29 | AIOT | Powerfleet Inc | -0.7% | EXIT | 清仓 |
| 30 | AXSM | Axsome Therapeutics Inc | -0.9% | -1.10% | 减仓 |
| 31 | TOL | Toll Brothers Inc | -1% | EXIT | 清仓 |
| 32 | SLQT | Selectquote Inc | -1.3% | -4.24% | 减仓 |
| 33 | LYFT | Lyft Inc-a | -1.5% | +21.29% | 加仓 |
| 34 | CCO | Clear Channel Outdoor Holdin | -1.9% | -32.06% | 减仓 |
| 35 | BMNR | Bitmine Immersion Technologi | -2% | — | 不变 |
| 36 | ORBS | Eightco Holdings Inc | -2.2% | EXIT | 清仓 |
| 37 | TALK | Talkspace Inc | -2.2% | -57.92% | 减仓 |
| 38 | ✓ | National Energy Services Reu | -2.8% | -36.44% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Occam Crest Management LP 在 Q1 2026 季度的美股持仓总市值约为 US$1.9亿，共申报了 32 个公开持股仓位。
在 Q1 2026 季度，Occam Crest Management LP 按市值排列的前三大核心持股分别为：TGTX (11.7%)、PGEN (10.1%)、FTAI (9.7%)。其中最大持股仓位 TGTX 占据整体投资组合约 11.7% 的权重。
在 Q1 2026 季度中，Occam Crest Management LP 共进行了 34 项持仓异动，包含新建仓 8 个仓位、加仓 12 个仓位、减仓 8 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 WLK。 本季清仓仓位包含 ORBS。
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。
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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。
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。