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: 0001326389
申报总市值
US$60.7亿
US$60.7亿
710 檔
11.5%
Polar Asset Management Partners Inc. 在 Q3 2024 季度的美股仓位总计估值为 US$60.7亿，分散于 710 个持仓标的之中，反映其市场参与广度与投资规模。
Polar Asset Management Partners Inc. 在 Q3 2024 进行了结构性的板块轮动与仓位换股。在开立 67 个全新仓位及加仓 37 档持股的同时，亦同步清仓 64 档并减仓 30 档标的。
在资产配置集中度方面，Polar Asset Management Partners Inc. 的前 5 大核心持股（包含 SPY, PHYS, QQQ 等）合计占整体申报市值的 11.5%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 710 只）
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.25% | -1.79% | -45.80% | |
| 2 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 2.98% | — | — | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.79% | -0.45% | +16.38% | |
| 4 | AXON 0.5 12-15-27债券 | Axon Enterprise Inc | 债券 | 2.47% | — | +30.00% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.26% | +0.69% | NEW | |
| 6 | PPL 2.875 03-15-28债券 | Ppl Capital Funding Inc | 债券 | 2.25% | -1.31% | +100.00% | |
| 7 | IDCC 3.5 06-01-27债券 | Interdigital Inc | 债券 | 2.06% | -1.40% | +5.00% | |
| 8 | ITGR 2.125 02-15-28债券 | Integer Holdings CORP | 债券 | 1.98% | — | +18.00% | |
| 9 | CMS 3.375 05-01-28债券 | Cms Energy CORP | 债券 | 1.82% | -0.23% | EXIT | |
| 10 | GVA 3.75 05-15-28债券 | Granite Construction Inc | 债券 | 1.72% | +0.07% | +28.57% | |
| 11 | LYV 3.125 01-15-29债券 | Live Nation Entertainmen | 债券 | 1.69% | -0.06% | +30.00% | |
| 12 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 1.68% | — | — | |
| 13 | FLR 1.125 08-15-29债券 | Fluor CORP | 债券 | 1.42% | — | — | |
| 14 | TTEK 2.25 08-15-28债券 | Tetra Tech Inc | 债券 | 1.39% | — | — | |
| 15 | POST 2.5 08-15-27债券 | Post Holdings Inc | 债券 | 1.39% | — | — | |
| 16 | LNT 3.875 03-15-26债券 | Alliant Energy CORP | 债券 | 1.22% | — | +100.00% | |
| 17 | 0C3 | Endeavor Group Hold-class A | 股票-其他 | 1.21% | — | +300.00% | |
| 18 | PODD | Insulet CORP | 股票-医疗保健 | 1.10% | — | -15.24% | |
| 19 | ✓ | Powerschool Holdings Inc | 股票-其他 | 1.06% | — | +4291.88% | |
| 20 | HALO 1 08-15-28债券 | Halozyme Therapeutics In | 债券 | 1.01% | — | +100.00% | |
| 21 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.96% | — | -21.70% | |
| 22 | SMARGBP | Smartsheet Inc-class A | 股票-其他 | 0.83% | — | — | |
| 23 | HCP2EUR | Hashicorp Inc-cl A | 股票-其他 | 0.79% | — | +144.44% | |
| 24 | WKC 3.25 07-01-28债券 | World Kinect Group | 债券 | 0.77% | — | — | |
| 25 | LRN 1.125 09-01-27债券 | Stride Inc | 债券 | 0.75% | — | — | |
| 26 | NOA | North American Construction | 股票-其他 | 0.68% | -0.08% | EXIT | |
| 27 | CTLTEUR | Catalent Inc | 股票-其他 | 0.67% | — | +5150.00% | |
| 28 | ✓ | 股票-其他 | 0.67% | — | — | ||
| 29 | AEIS 2.5 09-15-28债券 | Advanced Energy Ind | 债券 | 0.67% | — | — | |
| 30 | CSCO | Cisco Systems Inc | 股票-科技 | 0.65% | -0.04% | +82.18% | |
| 31 | NVST | Envista Holdings CORP | 股票-医疗保健 | 0.63% | — | +375.62% | |
| 32 | AMED | Amedisys Inc | 股票-其他 | 0.61% | — | — | |
| 33 | GKOS | Glaukos CORP | 股票-医疗保健 | 0.60% | — | +24.23% | |
| 34 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.58% | +0.22% | NEW | |
| 35 | ✓ | 股票-其他 | 0.57% | — | +260.00% | ||
| 36 | ENV 2.625 12-01-27债券 | Envestnet Inc | 债券 | 0.56% | — | — | |
| 37 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.54% | +0.02% | +13.62% | |
| 38 | PATK 1.75 12-01-28债券 | Patrick Industries Inc | 债券 | 0.53% | — | — | |
| 39 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.51% | — | -55.72% | |
| 40 | VSH 2.25 09-15-30债券 | Vishay Intertechnology | 债券 | 0.49% | — | — | |
| 41 | APP | Applovin Corp-class A | 股票-科技 | 0.48% | — | +133.51% | |
| 42 | IEX | Idex CORP | 股票-工业 | 0.47% | +0.02% | — | |
| 43 | GBX 2.875 04-15-28债券 | Greenbrier Cos Inc | 债券 | 0.47% | — | — | |
| 44 | CALX | Calix Inc | 股票-科技 | 0.46% | -0.17% | EXIT | |
| 45 | SWN1EUR | Southwestern Energy Co | 股票-其他 | 0.46% | — | +1916.67% | |
| 46 | PEN | Penumbra Inc | 股票-医疗保健 | 0.45% | -0.02% | — | |
| 47 | TREX | Trex Company Inc | 股票-工业 | 0.44% | — | — | |
| 48 | MDT | Medtronic plc | 股票-医疗保健 | 0.44% | — | — | |
| 49 | MTSI | Macom Technology Solutions H | 股票-科技 | 0.44% | -0.12% | EXIT | |
| 50 | AWK 3.625 06-15-26债券 | American Water Capital C | 债券 | 0.43% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | FLR 1.125 08-15-29债券 | Fluor CORP | +1.4% | NEW | 新建仓 |
| 2 | TTEK 2.25 08-15-28债券 | Tetra Tech Inc | +1.4% | NEW | 新建仓 |
| 3 | PPL 2.875 03-15-28债券 | Ppl Capital Funding Inc | +1.3% | +100.00% | 加仓 |
| 4 | CMS 3.375 05-01-28债券 | Cms Energy CORP | +1.1% | +128.57% | 加仓 |
| 5 | ✓ | Powerschool Holdings Inc | +1% | +4291.88% | 加仓 |
| 6 | AXON 0.5 12-15-27债券 | Axon Enterprise Inc | +1% | +30.00% | 加仓 |
| 7 | 0C3 | Endeavor Group Hold-class A | +0.9% | +300.00% | 加仓 |
| 8 | SMARGBP | Smartsheet Inc-class A | +0.8% | NEW | 新建仓 |
| 9 | WKC 3.25 07-01-28债券 | World Kinect Group | +0.8% | NEW | 新建仓 |
| 10 | LRN 1.125 09-01-27债券 | Stride Inc | +0.8% | NEW | 新建仓 |
| 11 | ✓ | +0.7% | NEW | 新建仓 | |
| 12 | AEIS 2.5 09-15-28债券 | Advanced Energy Ind | +0.7% | NEW | 新建仓 |
| 13 | CTLTEUR | Catalent Inc | +0.7% | +5150.00% | 加仓 |
| 14 | LNT 3.875 03-15-26债券 | Alliant Energy CORP | +0.7% | +100.00% | 加仓 |
| 15 | GVA 3.75 05-15-28债券 | Granite Construction Inc | +0.7% | +28.57% | 加仓 |
| 16 | AMED | Amedisys Inc | +0.6% | NEW | 新建仓 |
| 17 | ENV 2.625 12-01-27债券 | Envestnet Inc | +0.6% | NEW | 新建仓 |
| 18 | HALO 1 08-15-28债券 | Halozyme Therapeutics In | +0.6% | +100.00% | 加仓 |
| 19 | LYV 3.125 01-15-29债券 | Live Nation Entertainmen | +0.5% | +30.00% | 加仓 |
| 20 | NVST | Envista Holdings CORP | +0.5% | +375.62% | 加仓 |
| 21 | VSH 2.25 09-15-30债券 | Vishay Intertechnology | +0.5% | NEW | 新建仓 |
| 22 | ITGR 2.125 02-15-28债券 | Integer Holdings CORP | +0.5% | +18.00% | 加仓 |
| 23 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | +16.38% | 加仓 |
| 24 | IEX | Idex CORP | +0.5% | NEW | 新建仓 |
| 25 | HCP2EUR | Hashicorp Inc-cl A | +0.5% | +144.44% | 加仓 |
| 26 | PEN | Penumbra Inc | +0.5% | NEW | 新建仓 |
| 27 | IDCC 3.5 06-01-27债券 | Interdigital Inc | +0.5% | +5.00% | 加仓 |
| 28 | TREX | Trex Company Inc | +0.4% | NEW | 新建仓 |
| 29 | MDT | Medtronic plc | +0.4% | NEW | 新建仓 |
| 30 | SWN1EUR | Southwestern Energy Co | +0.4% | +1916.67% | 加仓 |
| 31 | AWK 3.625 06-15-26债券 | American Water Capital C | +0.4% | NEW | 新建仓 |
| 32 | SBAC | Sba Communications CORP | +0.4% | NEW | 新建仓 |
| 33 | ✓ | Silverbox CORP Iv | +0.4% | NEW | 新建仓 |
| 34 | ALFUW | Centurion Acquisition Corp. | +0.4% | NEW | 新建仓 |
| 35 | ✓ | +0.4% | +260.00% | 加仓 | |
| 36 | EQXCN 4.75 10-15-28债券 | Equinox Gold CORP | +0.4% | NEW | 新建仓 |
| 37 | PHYS | Sprott Physical Gold Trust | +0.4% | — | 不变 |
| 38 | IJR | Ishares Core S&p Small-cap E | +0.4% | NEW | 新建仓 |
| 39 | ✓ | Andretti Acquisition CORP Ii | +0.4% | NEW | 新建仓 |
| 40 | TMUS | T-mobile US Inc | +0.4% | NEW | 新建仓 |
| 41 | GPATU | GP-Act III Acquisition Corp. | +0.4% | NEW | 新建仓 |
| 42 | APP | Applovin Corp-class A | +0.4% | +133.51% | 加仓 |
| 43 | CSCO | Cisco Systems Inc | +0.3% | +82.18% | 加仓 |
| 44 | XRT | Ss Spdr S&p Retail ETF | +0.3% | NEW | 新建仓 |
| 45 | STX | Seagate Technology Holdings plc | +0.3% | NEW | 新建仓 |
| 46 | TXN | Texas Instruments Inc | +0.3% | NEW | 新建仓 |
| 47 | EAF | GrafTech International Ltd. | +0.3% | NEW | 新建仓 |
| 48 | CUBWW | Lionheart Holdings | +0.3% | NEW | 新建仓 |
| 49 | ✓ | +0.3% | NEW | 新建仓 | |
| 50 | BNTX | Biontech Se-adr | +0.3% | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Polar Asset Management Partners Inc. 在 Q3 2024 季度的美股持仓总市值约为 US$60.7亿，共申报了 710 个公开持股仓位。
在 Q3 2024 季度，Polar Asset Management Partners Inc. 按市值排列的前三大核心持股分别为：SPY (4.3%)、PHYS (3.0%)、QQQ (2.8%)。其中最大持股仓位 SPY 占据整体投资组合约 4.3% 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
FLR 1.125 08-15-29
市值: US$6725.5万
本季最大获利了结 / 清仓标的
RCL 6 08-15-25
前期市值: US$2.3亿
在 Q3 2024 季度中，Polar Asset Management Partners Inc. 共进行了 198 项持仓异动，包含新建仓 67 个仓位、加仓 37 个仓位、减仓 30 个仓位以及清仓 64 个仓位。 其中最大新建仓标的为 FLR 1.125 08-15-29。 本季清仓仓位包含 RCL 6 08-15-25。
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。