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: 0000814133
申报总市值
US$152.8亿
US$152.8亿
232 檔
19.6%
根据最新整理的 13F 季度数据集，Wasatch Advisors LP 于 Q4 2024 结束时的管理资产规模为 US$152.8亿。该机构在本季度申报了 232 档美股持仓，呈现出该时期的主要投资地图。
Wasatch Advisors LP 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 5 个全新仓位及加仓 18 档持股的同时，亦同步清仓 4 档并减仓 23 档标的。
在资产配置集中度方面，Wasatch Advisors LP 的前 5 大核心持股（包含 GLOB, HQY, FOUR 等）合计占整体申报市值的 19.6%，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 232 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 | GLOB | Globant S.A. | 股票-科技 | 3.64% | — | -1.57% | |
| 2 | HQY | Healthequity Inc | 股票-医疗保健 | 3.57% | +0.71% | -3.16% | |
| 3 | FOUR | Shift4 Payments Inc-class A | 股票-科技 | 2.99% | -0.53% | -1.21% | |
| 4 | NVMI | Nova Ltd. | 股票-其他 | 2.35% | -0.64% | +49.33% | |
| 5 | PCTY | Paylocity Holding CORP | 股票-科技 | 2.31% | -0.50% | -6.43% | |
| 6 | ENSG | Ensign Group Inc/the | 股票-医疗保健 | 2.30% | -0.36% | +4.78% | |
| 7 | RBC | RBC Bearings Inc | 股票-工业 | 2.25% | -0.72% | -0.45% | |
| 8 | BRBR | Bellring Brands Inc | 股票-非周期性消费 | 2.20% | -0.21% | EXIT | |
| 9 | OLLI | Ollie's Bargain Outlet Holdi | 股票-非周期性消费 | 2.13% | +0.36% | -2.05% | |
| 10 | VVV | Valvoline Inc | 股票-周期性消费 | 1.94% | -0.22% | +11.09% | |
| 11 | KAI | Kadant Inc | 股票-其他 | 1.81% | -0.23% | -7.77% | |
| 12 | CWAN | Clearwater Analytics Holdings, Inc. | 股票-科技 | 1.69% | — | -31.53% | |
| 13 | TREX | Trex Company Inc | 股票-工业 | 1.57% | +0.37% | +12.83% | |
| 14 | OZK | Bank Ozk | 股票-金融 | 1.57% | -0.27% | +19.32% | |
| 15 | MEDP | Medpace Holdings Inc | 股票-医疗保健 | 1.54% | -0.26% | +3.10% | |
| 16 | PNW | Pinnacle West Capital Corporation | 股票-公用事业 | 1.43% | — | -14.16% | |
| 17 | FRPT | Freshpet Inc | 股票-非周期性消费 | 1.43% | -0.53% | -6.93% | |
| 18 | CWST | Casella Waste Systems Inc-a | 股票-工业 | 1.35% | +0.88% | +48.19% | |
| 19 | ITCIEUR | Intra-cellular Therapies Inc | 股票-其他 | 1.34% | — | -15.58% | |
| 20 | SAIA | Saia Inc | 股票-工业 | 1.30% | -0.71% | -16.80% | |
| 21 | MELI | Mercadolibre Inc | 股票-周期性消费 | 1.26% | -0.07% | +1.23% | |
| 22 | FIVE | Five Below | 股票-周期性消费 | 1.26% | -0.86% | +3.70% | |
| 23 | NSA | National Storage Affiliates | 股票-房地产 | 1.25% | — | +8.20% | |
| 24 | HLNE | Hamilton Lane Inc-class A | 股票-金融 | 1.25% | -0.57% | -11.94% | |
| 25 | FN | Fabrinet | 股票-科技 | 1.23% | -1.55% | +46.99% | |
| 26 | GSHD | Goosehead Insurance Inc -a | 股票-其他 | 1.22% | -0.05% | -12.24% | |
| 27 | INSP | Inspire Medical Systems Inc | 股票-医疗保健 | 1.21% | -0.05% | EXIT | |
| 28 | ✓ | Cyberark Software LTD. Cmn | 股票-其他 | 1.21% | — | -25.95% | |
| 29 | ICFI | Icf International Inc | 股票-其他 | 1.18% | -0.23% | +28.99% | |
| 30 | MORN | Morningstar Inc | 股票-金融 | 1.15% | — | -0.84% | |
| 31 | GWRE | Guidewire Software Inc | 股票-科技 | 1.15% | -0.10% | -29.50% | |
| 32 | SITE | Siteone Landscape Supply Inc | 股票-工业 | 1.13% | -0.93% | +9.73% | |
| 33 | QTWO | Q2 Holdings Inc | 股票-科技 | 1.05% | — | EXIT | |
| 34 | YETI | Yeti Holdings Inc | 股票-周期性消费 | 1.05% | — | +0.94% | |
| 35 | FND | Floor & Decor Holdings Inc-a | 股票-周期性消费 | 1.05% | -0.08% | -5.82% | |
| 36 | NCNO | Ncino Inc | 股票-其他 | 1.03% | — | +171.91% | |
| 37 | BCPC | Balchem CORP | 股票-原材料 | 0.97% | -0.44% | -11.27% | |
| 38 | MC | Moelis & Co - Class A | 股票-金融 | 0.96% | -0.03% | -7.57% | |
| 39 | POOL | Pool CORP | 股票-工业 | 0.94% | — | -1.67% | |
| 40 | AAON | Aaon Inc | 股票-工业 | 0.92% | +0.69% | -15.51% | |
| 41 | IOSP | Innospec Inc | 股票-其他 | 0.86% | — | -12.49% | |
| 42 | CNS | Cohen & Steers Inc | 股票-其他 | 0.86% | -0.28% | -38.04% | |
| 43 | SE | Sea Ltd-adr | 股票-通信服务 | 0.85% | +0.03% | +5.60% | |
| 44 | BROS | Dutch Bros Inc-class A | 股票-周期性消费 | 0.84% | +0.19% | -21.52% | |
| 45 | CCC | Ccc Intelligent Solutions Ho | 股票-科技 | 0.82% | -0.60% | -1.17% | |
| 46 | MOD | Modine Manufacturing Co | 股票-周期性消费 | 0.82% | — | +108.00% | |
| 47 | HLIO | Helios Technologies Inc | 股票-其他 | 0.78% | +0.05% | +0.07% | |
| 48 | XPEL | Xpel Inc | 股票-其他 | 0.77% | +0.05% | -0.85% | |
| 49 | PCOR | Procore Technologies Inc | 股票-科技 | 0.76% | -0.61% | +28.79% | |
| 50 | NOVT | Novanta Inc | 股票-其他 | 0.75% | +0.03% | -0.94% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVMI | Nova Ltd. | +0.7% | +49.33% | 加仓 |
| 2 | NCNO | Ncino Inc | +0.7% | +171.91% | 加仓 |
| 3 | CWST | Casella Waste Systems Inc-a | +0.5% | +48.19% | 加仓 |
| 4 | HQY | Healthequity Inc | +0.5% | -3.16% | 减仓 |
| 5 | FOUR | Shift4 Payments Inc-class A | +0.4% | -1.21% | 减仓 |
| 6 | MOD | Modine Manufacturing Co | +0.4% | +108.00% | 加仓 |
| 7 | CAMT | Camtek Ltd. | +0.4% | +311.79% | 加仓 |
| 8 | FN | Fabrinet | +0.3% | +46.99% | 加仓 |
| 9 | OZK | Bank Ozk | +0.3% | +19.32% | 加仓 |
| 10 | FLO | Flowers Foods Inc | +0.3% | NEW | 新建仓 |
| 11 | FTDR | Frontdoor Inc | +0.3% | NEW | 新建仓 |
| 12 | PCOR | Procore Technologies Inc | +0.3% | +28.79% | 加仓 |
| 13 | PCTY | Paylocity Holding CORP | +0.3% | -6.43% | 减仓 |
| 14 | TCOM | Trip.com Group Ltd-adr | +0.3% | +48.39% | 加仓 |
| 15 | GLOB | Globant S.A. | +0.3% | -1.57% | 减仓 |
| 16 | FIVE | Five Below | +0.3% | +3.70% | 加仓 |
| 17 | TREX | Trex Company Inc | +0.2% | +12.83% | 加仓 |
| 18 | OLLI | Ollie's Bargain Outlet Holdi | +0.2% | -2.05% | 减仓 |
| 19 | HWKN | Hawkins Inc | +0.2% | NEW | 新建仓 |
| 20 | BRBR | Bellring Brands Inc | +0.2% | -11.92% | 减仓 |
| 21 | LOAR | Loar Holdings Inc | +0.2% | NEW | 新建仓 |
| 22 | BROS | Dutch Bros Inc-class A | +0.2% | -21.52% | 减仓 |
| 23 | COCO | Vita Coco Co Inc/the | +0.2% | +17.82% | 加仓 |
| 24 | WEAV | Weave Communications Inc | +0.2% | +38.42% | 加仓 |
| 25 | FLYW | Flywire Corp-voting | +0.1% | +62.06% | 加仓 |
| 26 | MGPI | Mgp Ingredients Inc | +0.1% | NEW | 新建仓 |
| 27 | NOVT | Novanta Inc | -0.1% | -0.94% | 减仓 |
| 28 | IOSP | Innospec Inc | -0.1% | -12.49% | 减仓 |
| 29 | SBH | Sally Beauty Holdings Inc | -0.1% | EXIT | 清仓 |
| 30 | INSP | Inspire Medical Systems Inc | -0.2% | -0.13% | 减仓 |
| 31 | TRNS | Transcat Inc | -0.2% | -33.70% | 减仓 |
| 32 | LGIH | Lgi Homes Inc | -0.2% | +2.69% | 加仓 |
| 33 | ARHS | Arhaus Inc | -0.2% | +0.09% | 加仓 |
| 34 | SAIA | Saia Inc | -0.2% | -16.80% | 减仓 |
| 35 | ✓ | Cyberark Software LTD. Cmn | -0.2% | -25.95% | 减仓 |
| 36 | BCPC | Balchem CORP | -0.2% | -11.27% | 减仓 |
| 37 | CRI | Carter's Inc | -0.2% | -98.84% | 减仓 |
| 38 | NSA | National Storage Affiliates | -0.2% | +8.20% | 加仓 |
| 39 | SIG | Signet Jewelers Limited | -0.2% | EXIT | 清仓 |
| 40 | MELI | Mercadolibre Inc | -0.2% | +1.23% | 加仓 |
| 41 | FND | Floor & Decor Holdings Inc-a | -0.3% | -5.82% | 减仓 |
| 42 | HLNE | Hamilton Lane Inc-class A | -0.4% | -11.94% | 减仓 |
| 43 | QTWO | Q2 Holdings Inc | -0.4% | -41.41% | 减仓 |
| 44 | PACS | Pacs Group Inc | -0.4% | EXIT | 清仓 |
| 45 | SITM | Sitime CORP | -0.4% | -84.73% | 减仓 |
| 46 | CWAN | Clearwater Analytics Holdings, Inc. | -0.6% | -31.53% | 减仓 |
| 47 | CNS | Cohen & Steers Inc | -0.6% | -38.04% | 减仓 |
| 48 | GWRE | Guidewire Software Inc | -0.6% | -29.50% | 减仓 |
| 49 | NU | Nu Holdings Ltd. | -0.6% | -32.41% | 减仓 |
| 50 | BOOT | Boot Barn Holdings Inc | -1.1% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Wasatch Advisors LP 在 Q4 2024 季度的美股持仓总市值约为 US$152.8亿，共申报了 232 个公开持股仓位。
在 Q4 2024 季度，Wasatch Advisors LP 按市值排列的前三大核心持股分别为：GLOB (3.6%)、HQY (3.6%)、FOUR (3.0%)。其中最大持股仓位 GLOB 占据整体投资组合约 3.6% 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
FLO
市值: US$5847.6万
本季最大获利了结 / 清仓标的
BOOT
前期市值: US$2.3亿
在 Q4 2024 季度中，Wasatch Advisors LP 共进行了 50 项持仓异动，包含新建仓 5 个仓位、加仓 18 个仓位、减仓 23 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 FLO。 本季清仓仓位包含 BOOT。
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。