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: 0001275228
申报总市值
US$7.2亿
US$7.2亿
124 檔
33.9%
Q2 2025 季度申报显示，Shenkman Capital Management Inc 披露的美股组合总市值为 US$7.2亿，涵盖 124 个不同之权益投资仓位。
在 Q2 2025，Shenkman Capital Management Inc 操作展现出积极扩展与加仓意向。本季共新建仓 17 个新仓位，并对 10 个既有持股进行加仓（合计增持 27 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Shenkman Capital Management Inc 的前 5 大核心持股（包含 BKLN, ETSY 0.25 06-15-28, ECHO 3.875 11-30-30 等）合计占整体申报市值的 33.9%，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 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 8.66% | +3.10% | +37.18% | |
| 2 | ETSY 0.25 06-15-28债券 | Etsy Inc | 债券 | 5.65% | +0.31% | -2.98% | |
| 3 | ECHO 3.875 11-30-30债券 | Echostar CORP | 债券 | 4.79% | — | +0.64% | |
| 4 | LITE 0.5 06-15-28债券 | Lumentum Holdings Inc | 债券 | 2.87% | — | +79.54% | |
| 5 | SNAP 0.5 05-01-30债券 | Snap Inc | 债券 | 2.33% | — | — | |
| 6 | GPN 1.5 03-01-31债券 | Global Payments Inc | 债券 | 2.20% | -1.82% | +37.21% | |
| 7 | DOCN 0 12-01-26债券 | Digitalocean Holdings | 债券 | 1.94% | — | -6.86% | |
| 8 | GH 1.25 02-15-31债券 | Guardant Health Inc | 债券 | 1.88% | — | +181.52% | |
| 9 | UBER 0.875 12-01-28 2028债券 | Uber Technologies Inc | 债券 | 1.68% | -0.10% | -37.68% | |
| 10 | DUK 4.125 04-15-26债券 | Duke Energy CORP | 债券 | 1.66% | — | +101.85% | |
| 11 | EVRG 4.5 12-15-27债券 | Evergy Inc | 债券 | 1.60% | -0.97% | EXIT | |
| 12 | BAC 0.6 05-25-27 MTN债券 | Bofa Finance LLC | 债券 | 1.57% | -0.27% | +28.19% | |
| 13 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 1.52% | -3.64% | +114.57% | |
| 14 | MCHP 0.75 06-01-30债券 | Microchip Technology Inc | 债券 | 1.44% | +0.25% | — | |
| 15 | PSN 2.625 03-01-29债券 | Parsons CORP | 债券 | 1.42% | +2.47% | -4.36% | |
| 16 | COIN 0.5 06-01-26债券 | Coinbase Global Inc | 债券 | 1.34% | — | -45.59% | |
| 17 | F 0 03-15-26债券 | Ford Motor Company | 债券 | 1.30% | — | +51.47% | |
| 18 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 1.28% | -0.57% | -30.55% | |
| 19 | NEE 3 03-01-27债券 | Nextera Energy Capital | 债券 | 1.26% | -1.07% | EXIT | |
| 20 | DBX 0 03-01-28债券 | Dropbox Inc | 债券 | 1.25% | -1.93% | -10.45% | |
| 21 | HAE 2.5 06-01-29债券 | Haemonetics CORP | 债券 | 1.23% | -0.03% | — | |
| 22 | ON 0.5 03-01-29债券 | On Semiconductor CORP | 债券 | 1.23% | -2.62% | EXIT | |
| 23 | JD 0.25 06-01-29债券 | Jd.com Inc | 债券 | 1.20% | -0.62% | — | |
| 24 | CSGS 3.875 09-15-28债券 | Csg Systems Internationa | 债券 | 1.19% | — | +84.13% | |
| 25 | POST 2.5 08-15-27债券 | Post Holdings Inc | 债券 | 1.19% | -0.02% | +48.62% | |
| 26 | VTR 3.75 06-01-26债券 | Ventas Realty LP | 债券 | 1.15% | — | +37.12% | |
| 27 | TYL 0.25 03-15-26债券 | Tyler Technologies Inc | 债券 | 1.12% | — | -8.24% | |
| 28 | BL 1 06-01-29债券 | Blackline Inc | 债券 | 1.10% | -0.20% | — | |
| 29 | TTEK 2.25 08-15-28债券 | Tetra Tech Inc | 债券 | 1.03% | +0.16% | -6.88% | |
| 30 | ENOV 3.875 10-15-28债券 | Enovis CORP | 债券 | 0.99% | — | +33.44% | |
| 31 | MKSI 1.25 06-01-30债券 | Mks Inc | 债券 | 0.97% | -0.02% | — | |
| 32 | SMCI 3.5 03-01-29债券 | Super Micro Computer Inc | 债券 | 0.97% | -2.67% | EXIT | |
| 33 | ALRM 2.25 06-01-29债券 | Alarm.com Hldgs Inc | 债券 | 0.96% | — | — | |
| 34 | GBX 2.875 04-15-28债券 | Greenbrier Cos Inc | 债券 | 0.96% | — | +31.68% | |
| 35 | VAC 3.25 12-15-27债券 | Marriott Vacation Worldw | 债券 | 0.95% | +0.29% | +82.24% | |
| 36 | ETSY 0.125 10-01-26债券 | Etsy Inc | 债券 | 0.94% | +1.66% | NEW | |
| 37 | RGEN 1 12-15-28债券 | Repligen CORP | 债券 | 0.89% | +0.45% | +8.57% | |
| 38 | FOUR 0.5 08-01-27债券 | Shift4 Payments Inc | 债券 | 0.88% | — | +173.19% | |
| 39 | VERX 0.75 05-01-29债券 | Vertex Inc | 债券 | 0.88% | — | — | |
| 40 | SIRI 3.75 03-15-28债券 | Sirius Xm Holdings | 债券 | 0.87% | — | +2.66% | |
| 41 | PRGS 3.5 03-01-30债券 | Progress Software CORP | 债券 | 0.84% | — | +63.15% | |
| 42 | AEIS 2.5 09-15-28债券 | Advanced Energy Ind | 债券 | 0.84% | -0.30% | EXIT | |
| 43 | ORA 2.5 07-15-27债券 | Ormat Technologies Inc | 债券 | 0.83% | — | -19.64% | |
| 44 | WKC 3.25 07-01-28债券 | World Kinect Group | 债券 | 0.83% | -0.03% | EXIT | |
| 45 | SO 4.5 06-15-27债券 | Southern Co | 债券 | 0.81% | -0.49% | EXIT | |
| 46 | TCOM 0.75 06-15-29债券 | Trip.com Group LTD | 债券 | 0.78% | +0.84% | — | |
| 47 | NBR 1.75 06-15-29债券 | Nabors Industries Inc | 债券 | 0.78% | -0.03% | EXIT | |
| 48 | ITRI 0 03-15-26债券 | Itron Inc | 债券 | 0.77% | — | -46.09% | |
| 49 | IONS 1.75 06-15-28债券 | Ionis Pharmaceuticals In | 债券 | 0.75% | — | -49.68% | |
| 50 | LIVN 2.5 03-15-29债券 | Livanova PLC | 债券 | 0.74% | — | -22.58% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BKLN | Invesco Senior Loan ETF | +3% | +37.18% | 加仓 |
| 2 | SNAP 0.5 05-01-30债券 | Snap Inc | +2.3% | NEW | 新建仓 |
| 3 | LITE 0.5 06-15-28债券 | Lumentum Holdings Inc | +1.5% | +79.54% | 加仓 |
| 4 | MCHP 0.75 06-01-30债券 | Microchip Technology Inc | +1.4% | NEW | 新建仓 |
| 5 | HAE 2.5 06-01-29债券 | Haemonetics CORP | +1.2% | NEW | 新建仓 |
| 6 | JD 0.25 06-01-29债券 | Jd.com Inc | +1.2% | NEW | 新建仓 |
| 7 | GH 1.25 02-15-31债券 | Guardant Health Inc | +1.2% | +181.52% | 加仓 |
| 8 | BL 1 06-01-29债券 | Blackline Inc | +1.1% | NEW | 新建仓 |
| 9 | MKSI 1.25 06-01-30债券 | Mks Inc | +1% | NEW | 新建仓 |
| 10 | SMCI 3.5 03-01-29债券 | Super Micro Computer Inc | +1% | NEW | 新建仓 |
| 11 | ALRM 2.25 06-01-29债券 | Alarm.com Hldgs Inc | +1% | NEW | 新建仓 |
| 12 | VERX 0.75 05-01-29债券 | Vertex Inc | +0.9% | NEW | 新建仓 |
| 13 | SO 4.5 06-15-27债券 | Southern Co | +0.8% | NEW | 新建仓 |
| 14 | SJNK | Ss Spdr Bb St Hi Yield ETF | +0.8% | +114.57% | 加仓 |
| 15 | DUK 4.125 04-15-26债券 | Duke Energy CORP | +0.8% | +101.85% | 加仓 |
| 16 | TCOM 0.75 06-15-29债券 | Trip.com Group LTD | +0.8% | NEW | 新建仓 |
| 17 | RDFN 0.5 04-01-27债券 | Redfin CORP | +0.7% | NEW | 新建仓 |
| 18 | ON 0.5 03-01-29债券 | On Semiconductor CORP | +0.7% | +119.11% | 加仓 |
| 19 | BABA 0.5 06-01-31债券 | Alibaba Group Holding | +0.7% | NEW | 新建仓 |
| 20 | ITRI 1.375 07-15-30债券 | Itron Inc | +0.7% | NEW | 新建仓 |
| 21 | UGI 5 06-01-28债券 | Ugi CORP | +0.7% | NEW | 新建仓 |
| 22 | COIN 0.25 04-01-30债券 | Coinbase Global Inc | +0.6% | NEW | 新建仓 |
| 23 | FOUR 0.5 08-01-27债券 | Shift4 Payments Inc | +0.6% | +173.19% | 加仓 |
| 24 | NCLH 2.5 02-15-27债券 | Ncl Corporation LTD | +0.6% | NEW | 新建仓 |
| 25 | CSGS 3.875 09-15-28债券 | Csg Systems Internationa | +0.5% | +84.13% | 加仓 |
| 26 | GPN 1.5 03-01-31债券 | Global Payments Inc | +0.5% | +37.21% | 加仓 |
| 27 | ECHO 3.875 11-30-30债券 | Echostar CORP | +0.5% | +0.64% | 加仓 |
| 28 | PRGS 1 04-15-26债券 | Progress Software CORP | -0.5% | -93.36% | 减仓 |
| 29 | USHY | Ishares Broad Usd High Yield | -0.6% | -30.55% | 减仓 |
| 30 | AKAM 0.375 09-01-27债券 | Akamai Technologies Inc | -0.6% | -84.42% | 减仓 |
| 31 | ITRI 0 03-15-26债券 | Itron Inc | -0.6% | -46.09% | 减仓 |
| 32 | IONS 1.75 06-15-28债券 | Ionis Pharmaceuticals In | -0.6% | -49.68% | 减仓 |
| 33 | CNP 4.25 08-15-26债券 | Centerpoint Energy Inc | -0.6% | -91.53% | 减仓 |
| 34 | TREE | Lendingtree Inc | -0.7% | -51.07% | 减仓 |
| 35 | COIN 0.5 06-01-26债券 | Coinbase Global Inc | -0.7% | -45.59% | 减仓 |
| 36 | CMS 3.375 05-01-28债券 | Cms Energy CORP | -0.7% | -56.18% | 减仓 |
| 37 | UBER 0.875 12-01-28 2028债券 | Uber Technologies Inc | -0.8% | -37.68% | 减仓 |
| 38 | TMDX 1.5 06-01-28债券 | Transmedics Group Inc | -0.8% | EXIT | 清仓 |
| 39 | CYTK 3.5 07-01-27债券 | Cytokinetics Inc | -0.8% | -95.12% | 减仓 |
| 40 | WK 1.25 08-15-28债券 | Workiva Inc | -0.9% | -95.67% | 减仓 |
| 41 | LITE 1.5 12-15-29债券 | Lumentum Holdings Inc | -0.9% | EXIT | 清仓 |
| 42 | FOUR 0 12-15-25债券 | Shift4 Payments Inc | -0.9% | -93.60% | 减仓 |
| 43 | W 3.5 11-15-28债券 | Wayfair Inc | -0.9% | -93.86% | 减仓 |
| 44 | STX 3.5 06-01-28债券 | Seagate Hdd Cayman | -1% | EXIT | 清仓 |
| 45 | ON 0 05-01-27债券 | On Semiconductor CORP | -1% | -92.72% | 减仓 |
| 46 | GH 0 11-15-27债券 | Guardant Health Inc | -1.1% | EXIT | 清仓 |
| 47 | TDOC 1.25 06-01-27债券 | Teladoc Health Inc | -1.3% | -72.11% | 减仓 |
| 48 | W 1 08-15-26债券 | Wayfair Inc | -1.5% | EXIT | 清仓 |
| 49 | SABHLD 4 04-15-25债券 | Sabre Glbl Inc | -1.7% | EXIT | 清仓 |
| 50 | AKAM 1.125 02-15-29债券 | Akamai Technologies Inc | -2.5% | -96.99% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Shenkman Capital Management Inc 在 Q2 2025 季度的美股持仓总市值约为 US$7.2亿，共申报了 124 个公开持股仓位。
在 Q2 2025 季度，Shenkman Capital Management Inc 按市值排列的前三大核心持股分别为：BKLN (8.7%)、ETSY 0.25 06-15-28 (5.7%)、ECHO 3.875 11-30-30 (4.8%)。其中最大持股仓位 BKLN 占据整体投资组合约 8.7% 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
SNAP 0.5 05-01-30
市值: US$2345.3万
本季最大获利了结 / 清仓标的
SABHLD 4 04-15-25
前期市值: US$1628.1万
在 Q2 2025 季度中，Shenkman Capital Management Inc 共进行了 50 项持仓异动，包含新建仓 17 个仓位、加仓 10 个仓位、减仓 17 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 SNAP 0.5 05-01-30。 本季清仓仓位包含 SABHLD 4 04-15-25。
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。