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: 0001556785
申报总市值
US$32.9亿
US$32.9亿
46 檔
70.2%
在 Q1 2024 的 13F 官方备案中，Vulcan Value Partners, LLC 管理的美股投资组合规模来到 US$32.9亿，整体持股档数为 46 档。
在 Q1 2024，Vulcan Value Partners, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 33 个仓位并完全清仓 4 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Vulcan Value Partners, LLC 的前 5 大核心持股（包含 KKR, AMZN, MSFT 等）合计占整体申报市值的 70.2%，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 | KKR | Kkr & Co Inc | 股票-金融 | 7.86% | — | -11.85% | |
| 2 | AMZN | Amazon.com Inc | 股票-周期性消费 | 7.62% | -1.61% | -7.26% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 6.36% | +0.33% | -5.04% | |
| 4 | TDG | Transdigm Group Inc | 股票-工业 | 6.04% | +1.25% | -12.81% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 5.64% | +0.66% | -4.70% | |
| 6 | CG | Carlyle Group Inc/the | 股票-金融 | 5.31% | — | -7.62% | |
| 7 | SWKS | Skyworks Solutions Inc | 股票-科技 | 5.12% | — | +12.61% | |
| 8 | MA | Mastercard Inc - A | 股票-金融 | 4.92% | +2.78% | -5.44% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 4.25% | -0.28% | -4.15% | |
| 10 | CRM | Salesforce Inc | 股票-科技 | 3.67% | -0.19% | -47.53% | |
| 11 | CBRE | Cbre Group Inc - A | 股票-房地产 | 3.59% | — | +5.42% | |
| 12 | CSGP | Costar Group Inc | 股票-房地产 | 3.05% | — | +36.01% | |
| 13 | NICE | Nice LTD - Spon Adr | 股票-科技 | 3.00% | -0.35% | -11.23% | |
| 14 | ELV | Elevance Health Inc | 股票-医疗保健 | 2.93% | -0.47% | +1.38% | |
| 15 | JLL | Jones Lang Lasalle Inc | 股票-房地产 | 2.85% | +0.03% | -8.71% | |
| 16 | LYV | Live Nation Entertainment In | 股票-通信服务 | 2.82% | — | — | |
| 17 | QRVO | Qorvo Inc | 股票-科技 | 2.62% | -0.04% | -5.33% | |
| 18 | ARES | Ares Management CORP - A | 股票-金融 | 2.62% | +1.56% | -12.56% | |
| 19 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 1.90% | — | -9.08% | |
| 20 | HEI-A | Heico Corp-class A | 股票-其他 | 1.86% | +0.21% | -4.72% | |
| 21 | FISV | Fiserv Inc | 股票-其他 | 1.50% | -0.29% | -11.17% | |
| 22 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.29% | -5.70% | +70.31% | |
| 23 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.05% | — | — | |
| 24 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.94% | — | -14.56% | |
| 25 | ABM | Abm Industries Inc | 股票-其他 | 0.91% | -0.04% | +2.88% | |
| 26 | LFUS | Littelfuse Inc | 股票-科技 | 0.90% | -0.46% | -2.62% | |
| 27 | CWK | Cushman & Wakefield Limited | 股票-其他 | 0.77% | — | -8.01% | |
| 28 | CIGI | Colliers Intl Gr-subord Vot | 股票-其他 | 0.77% | -0.12% | -8.47% | |
| 29 | ✓ | Ituran Location And Control | 股票-其他 | 0.62% | -0.41% | -9.19% | |
| 30 | G | Genpact Limited | 股票-科技 | 0.61% | -0.26% | +2.57% | |
| 31 | DNB | Dun & Bradstreet Holdings In | 股票-其他 | 0.60% | — | +18.32% | |
| 32 | KMX | Carmax Inc | 股票-周期性消费 | 0.58% | -0.96% | — | |
| 33 | VRTS | Virtus Investment Partners | 股票-其他 | 0.57% | — | -17.22% | |
| 34 | SDA | Sealed Air CORP | 股票-周期性消费 | 0.56% | — | -8.15% | |
| 35 | BALL | Ball CORP | 股票-周期性消费 | 0.54% | — | -68.32% | |
| 36 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.52% | — | -61.31% | |
| 37 | PK | Park Hotels & Resorts Inc | 股票-房地产 | 0.49% | -0.33% | EXIT | |
| 38 | PRG | Prog Holdings Inc | 股票-其他 | 0.49% | -0.03% | -4.10% | |
| 39 | MLKN | Millerknoll Inc | 股票-其他 | 0.46% | +0.01% | +17.07% | |
| 40 | MEDP | Medpace Holdings Inc | 股票-医疗保健 | 0.45% | -0.30% | -25.18% | |
| 41 | TKR | Timken Co | 股票-工业 | 0.43% | — | -4.94% | |
| 42 | SMRT | Smartrent Inc | 股票-其他 | 0.38% | — | -1.64% | |
| 43 | ENS | Enersys | 股票-工业 | 0.32% | — | -1.51% | |
| 44 | AYI | Acuity Inc | 股票-工业 | 0.14% | — | -72.05% | |
| 45 | CCK | Crown Holdings Inc | 股票-周期性消费 | 0.08% | — | — | |
| 46 | GE | General Electric | 股票-工业 | — | — | -99.88% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LYV | Live Nation Entertainment In | +2.8% | NEW | 新建仓 |
| 2 | SBUX | Starbucks CORP | +1.1% | NEW | 新建仓 |
| 3 | CSGP | Costar Group Inc | +1% | +36.01% | 加仓 |
| 4 | AMZN | Amazon.com Inc | +0.6% | -7.26% | 减仓 |
| 5 | KMX | Carmax Inc | +0.6% | NEW | 新建仓 |
| 6 | UNH | Unitedhealth Group Inc | +0.5% | +70.31% | 加仓 |
| 7 | KKR | Kkr & Co Inc | +0.4% | -11.85% | 减仓 |
| 8 | NICE | Nice LTD - Spon Adr | +0.4% | -11.23% | 减仓 |
| 9 | SWKS | Skyworks Solutions Inc | +0.4% | +12.61% | 加仓 |
| 10 | MSFT | Microsoft CORP | +0.3% | -5.04% | 减仓 |
| 11 | TDG | Transdigm Group Inc | +0.3% | -12.81% | 减仓 |
| 12 | CBRE | Cbre Group Inc - A | +0.3% | +5.42% | 加仓 |
| 13 | CG | Carlyle Group Inc/the | +0.3% | -7.62% | 减仓 |
| 14 | MA | Mastercard Inc - A | +0.3% | -5.44% | 减仓 |
| 15 | ELV | Elevance Health Inc | +0.3% | +1.38% | 加仓 |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | -4.70% | 减仓 |
| 17 | FISV | Fiserv Inc | +0.1% | -11.17% | 减仓 |
| 18 | CCK | Crown Holdings Inc | +0.1% | NEW | 新建仓 |
| 19 | V | Visa Inc-class A Shares | +0.1% | -4.15% | 减仓 |
| 20 | HEI-A | Heico Corp-class A | 0% | -4.72% | 减仓 |
| 21 | MLKN | Millerknoll Inc | 0% | +17.07% | 加仓 |
| 22 | PRG | Prog Holdings Inc | 0% | -4.10% | 减仓 |
| 23 | ABM | Abm Industries Inc | 0% | +2.88% | 加仓 |
| 24 | TKR | Timken Co | 0% | -4.94% | 减仓 |
| 25 | DNB | Dun & Bradstreet Holdings In | — | +18.32% | 加仓 |
| 26 | MEDP | Medpace Holdings Inc | 0% | -25.18% | 减仓 |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | EXIT | 清仓 |
| 28 | ENS | Enersys | 0% | -1.51% | 减仓 |
| 29 | G | Genpact Limited | 0% | +2.57% | 加仓 |
| 30 | ✓ | Ituran Location And Control | -0.1% | -9.19% | 减仓 |
| 31 | SDA | Sealed Air CORP | -0.1% | -8.15% | 减仓 |
| 32 | SMRT | Smartrent Inc | -0.1% | -1.64% | 减仓 |
| 33 | ARES | Ares Management CORP - A | -0.1% | -12.56% | 减仓 |
| 34 | VRTS | Virtus Investment Partners | -0.1% | -17.22% | 减仓 |
| 35 | SSNC | Ss&c Technologies Holdings | -0.1% | -9.08% | 减仓 |
| 36 | CIGI | Colliers Intl Gr-subord Vot | -0.1% | -8.47% | 减仓 |
| 37 | CWK | Cushman & Wakefield Limited | -0.1% | -8.01% | 减仓 |
| 38 | PK | Park Hotels & Resorts Inc | -0.1% | -28.96% | 减仓 |
| 39 | QRVO | Qorvo Inc | -0.1% | -5.33% | 减仓 |
| 40 | ABT | Abbott Laboratories | -0.1% | -14.56% | 减仓 |
| 41 | LFUS | Littelfuse Inc | -0.1% | -2.62% | 减仓 |
| 42 | CNM | Core & Main Inc-class A | -0.2% | EXIT | 清仓 |
| 43 | JLL | Jones Lang Lasalle Inc | -0.2% | -8.71% | 减仓 |
| 44 | AYI | Acuity Inc | -0.2% | -72.05% | 减仓 |
| 45 | MAR | Marriott International -cl A | -0.7% | -61.31% | 减仓 |
| 46 | TXN | Texas Instruments Inc | -0.8% | EXIT | 清仓 |
| 47 | AMAT | Applied Materials Inc | -0.9% | EXIT | 清仓 |
| 48 | BALL | Ball CORP | -0.9% | -68.32% | 减仓 |
| 49 | GE | General Electric | -2.2% | -99.88% | 减仓 |
| 50 | CRM | Salesforce Inc | -2.5% | -47.53% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Vulcan Value Partners, LLC 在 Q1 2024 季度的美股持仓总市值约为 US$32.9亿，共申报了 46 个公开持股仓位。
在 Q1 2024 季度，Vulcan Value Partners, LLC 按市值排列的前三大核心持股分别为：KKR (7.9%)、AMZN (7.6%)、MSFT (6.4%)。其中最大持股仓位 KKR 占据整体投资组合约 7.9% 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
LYV
市值: US$1.9亿
本季最大获利了结 / 清仓标的
AMAT
前期市值: US$6028.6万
在 Q1 2024 季度中，Vulcan Value Partners, LLC 共进行了 50 项持仓异动，包含新建仓 4 个仓位、加仓 9 个仓位、减仓 33 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 LYV。 本季清仓仓位包含 AMAT。
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。