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: 0001546172
申报总市值
US$5.4亿
US$5.4亿
42 檔
16.7%
在 Q2 2025 申报期间，Westerly Capital Management, LLC（CIK: 0001546172）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$5.4亿，共持有 42 个公开申报仓位。
在 Q2 2025，Westerly Capital Management, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 11 个新仓位，并对 16 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，Westerly Capital Management, LLC 的前 5 大核心持股（包含 Invesco QQQ Tr Put Option 06/2, VIAV, HDSN 等）合计占整体申报市值的 16.7%，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
AMBA
市值: US$944.7万
本季最大获利了结 / 清仓标的
LYFT
前期市值: US$747.8万
| # | 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 | ✓ | Invesco QQQ Tr Put Option 06/2 | 股票-其他 | 9.46% | +12.02% | — | |
| 2 | VIAV | Viavi Solutions Inc | 股票-科技 | 8.13% | +1.22% | +12.69% | |
| 3 | HDSN | Hudson Technologies Inc | 股票-其他 | 6.02% | -1.50% | +63.27% | |
| 4 | PRO | Pros Holdings Inc | 股票-其他 | 5.80% | — | +244.48% | |
| 5 | LUMN | Lumen Technologies Inc | 股票-通信服务 | 4.14% | -2.18% | -22.14% | |
| 6 | MTRX | Matrix Service Co | 股票-其他 | 4.11% | -1.50% | -19.45% | |
| 7 | AFRM | Affirm Holdings Inc | 股票-金融 | 3.98% | — | +210.00% | |
| 8 | AMBA | Ambarella, Inc. | 股票-科技 | 3.50% | -0.55% | — | |
| 9 | HIPO | Hippo Holdings Inc | 股票-其他 | 3.38% | -0.18% | +30.40% | |
| 10 | CIEN | Ciena CORP | 股票-科技 | 3.32% | — | -12.00% | |
| 11 | ADTN | Adtran Holdings Inc | 股票-其他 | 3.24% | -1.46% | +16.77% | |
| 12 | TAC | Transalta CORP | 股票-其他 | 3.07% | -0.67% | — | |
| 13 | CGNT | Cognyte Software Ltd. | 股票-其他 | 2.91% | -1.50% | -20.19% | |
| 14 | FLR | Fluor CORP | 股票-工业 | 2.85% | -0.43% | -25.00% | |
| 15 | FRSH | Freshworks Inc-cl A | 股票-其他 | 2.79% | -2.66% | +1.00% | |
| 16 | MRVL | Marvell Technology Inc | 股票-科技 | 2.58% | -5.39% | EXIT | |
| 17 | GLW | Corning Inc | 股票-科技 | 2.44% | -1.48% | EXIT | |
| 18 | AIP | Arteris Inc | 股票-其他 | 2.40% | -2.08% | EXIT | |
| 19 | VMEO* | Vimeo Inc | 股票-其他 | 2.25% | — | +76.47% | |
| 20 | NXDR | Nextdoor Holdings Inc | 股票-其他 | 2.19% | -0.06% | -13.04% | |
| 21 | ANGI | Angi Inc | 股票-其他 | 2.09% | -0.67% | +393.33% | |
| 22 | TDC | Teradata CORP | 股票-科技 | 2.07% | — | +31.58% | |
| 23 | BIDU | Baidu Inc - Spon Adr | 股票-通信服务 | 1.91% | -1.67% | EXIT | |
| 24 | AMPL | Amplitude Inc-class A | 股票-其他 | 1.84% | -0.65% | -15.79% | |
| 25 | ✓ | Call Hdsn 8 08/15/25 | 股票-其他 | 1.78% | — | — | |
| 26 | MGM | Mgm Resorts International | 股票-周期性消费 | 1.53% | — | -6.25% | |
| 27 | CEVA | Ceva Inc | 股票-其他 | 1.47% | — | — | |
| 28 | POWI | Power Integrations Inc | 股票-科技 | 1.04% | — | — | |
| 29 | COUR | Coursera Inc | 股票-其他 | 0.93% | +3.64% | +235.29% | |
| 30 | HHS | Harte-hanks Inc | 股票-其他 | 0.91% | -0.14% | +0.13% | |
| 31 | NWPX | Nwpx Infrastructure Inc | 股票-其他 | 0.84% | -0.17% | EXIT | |
| 32 | TER | Teradyne Inc | 股票-科技 | 0.83% | — | — | |
| 33 | SCOR | Comscore Inc | 股票-其他 | 0.72% | +0.10% | +1.27% | |
| 34 | CGNX | Cognex CORP | 股票-科技 | 0.71% | +0.61% | — | |
| 35 | ✓ | Viavi Solutions Inc | 股票-其他 | 0.65% | — | — | |
| 36 | ✓ | Call Amba 61 07/18/25 | 股票-其他 | 0.57% | — | — | |
| 37 | ✓ | Csg Systems International In | 股票-其他 | 0.48% | — | -80.00% | |
| 38 | GENI | Genius Sports Limited | 股票-其他 | 0.48% | — | -54.55% | |
| 39 | ACTG | Acacia Research CORP | 股票-其他 | 0.23% | — | -42.52% | |
| 40 | GTBIF | Green Thumb Industries Inc | 股票-其他 | 0.16% | — | — | |
| 41 | ASAN | Asana Inc - Cl A | 股票-其他 | 0.13% | +1.69% | -91.67% | |
| 42 | ✓ | Verano Hldgs CORP F | 股票-其他 | 0.06% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMBA | Ambarella, Inc. | +3.5% | NEW | 新建仓 |
| 2 | PRO | Pros Holdings Inc | +3.4% | +244.48% | 加仓 |
| 3 | TAC | Transalta CORP | +3.1% | NEW | 新建仓 |
| 4 | AFRM | Affirm Holdings Inc | +3% | +210.00% | 加仓 |
| 5 | HDSN | Hudson Technologies Inc | +2.8% | +63.27% | 加仓 |
| 6 | ✓ | Call Hdsn 8 08/15/25 | +1.8% | NEW | 新建仓 |
| 7 | ANGI | Angi Inc | +1.6% | +393.33% | 加仓 |
| 8 | CEVA | Ceva Inc | +1.5% | NEW | 新建仓 |
| 9 | POWI | Power Integrations Inc | +1% | NEW | 新建仓 |
| 10 | TER | Teradyne Inc | +0.8% | NEW | 新建仓 |
| 11 | CGNX | Cognex CORP | +0.7% | NEW | 新建仓 |
| 12 | COUR | Coursera Inc | +0.7% | +235.29% | 加仓 |
| 13 | ✓ | Viavi Solutions Inc | +0.7% | NEW | 新建仓 |
| 14 | AIP | Arteris Inc | +0.6% | +14.47% | 加仓 |
| 15 | HIPO | Hippo Holdings Inc | +0.6% | +30.40% | 加仓 |
| 16 | MRVL | Marvell Technology Inc | +0.6% | +20.00% | 加仓 |
| 17 | ✓ | Call Amba 61 07/18/25 | +0.6% | NEW | 新建仓 |
| 18 | VMEO* | Vimeo Inc | +0.3% | +76.47% | 加仓 |
| 19 | TDC | Teradata CORP | +0.2% | +31.58% | 加仓 |
| 20 | GTBIF | Green Thumb Industries Inc | +0.2% | NEW | 新建仓 |
| 21 | NWPX | Nwpx Infrastructure Inc | +0.1% | +37.50% | 加仓 |
| 22 | ADTN | Adtran Holdings Inc | +0.1% | +16.77% | 加仓 |
| 23 | ✓ | Verano Hldgs CORP F | +0.1% | NEW | 新建仓 |
| 24 | CIEN | Ciena CORP | +0.1% | -12.00% | 减仓 |
| 25 | MGM | Mgm Resorts International | -0.1% | -6.25% | 减仓 |
| 26 | ACTG | Acacia Research CORP | -0.2% | -42.52% | 减仓 |
| 27 | FLR | Fluor CORP | -0.3% | -25.00% | 减仓 |
| 28 | AMPL | Amplitude Inc-class A | -0.3% | -15.79% | 减仓 |
| 29 | FRSH | Freshworks Inc-cl A | -0.3% | +1.00% | 加仓 |
| 30 | ✓ | Invesco QQQ Tr Put Option 06/2 | -0.3% | — | 不变 |
| 31 | HHS | Harte-hanks Inc | -0.4% | +0.13% | 加仓 |
| 32 | SCOR | Comscore Inc | -0.5% | +1.27% | 加仓 |
| 33 | NXDR | Nextdoor Holdings Inc | -0.5% | -13.04% | 减仓 |
| 34 | GLW | Corning Inc | -0.6% | -19.35% | 减仓 |
| 35 | CGNT | Cognyte Software Ltd. | -0.7% | -20.19% | 减仓 |
| 36 | GENI | Genius Sports Limited | -0.7% | -54.55% | 减仓 |
| 37 | UNF | Unifirst Corp/ma | -1.1% | EXIT | 清仓 |
| 38 | VIAV | Viavi Solutions Inc | -1.2% | +12.69% | 加仓 |
| 39 | BL | Blackline Inc | -1.4% | EXIT | 清仓 |
| 40 | MTRX | Matrix Service Co | -1.4% | -19.45% | 减仓 |
| 41 | LUMN | Lumen Technologies Inc | -1.4% | -22.14% | 减仓 |
| 42 | BIDU | Baidu Inc - Spon Adr | -1.5% | -29.41% | 减仓 |
| 43 | ASAN | Asana Inc - Cl A | -1.8% | -91.67% | 减仓 |
| 44 | INFA1EUR | Informatica Inc - Class A | -1.8% | EXIT | 清仓 |
| 45 | GWRE | Guidewire Software Inc | -1.9% | EXIT | 清仓 |
| 46 | XYZ | Block Inc | -1.9% | EXIT | 清仓 |
| 47 | ✓ | Csg Systems International In | -2.1% | -80.00% | 减仓 |
| 48 | BABA | Alibaba Group Holding-sp Adr | -2.6% | EXIT | 清仓 |
| 49 | LYFT | Lyft Inc-a | -3.2% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Westerly Capital Management, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$5.4亿，共申报了 42 个公开持股仓位。
在 Q2 2025 季度，Westerly Capital Management, LLC 按市值排列的前三大核心持股分别为：Invesco QQQ Tr Put Option 06/2 (9.5%)、VIAV (8.1%)、HDSN (6.0%)。其中最大持股仓位 Invesco QQQ Tr Put Option 06/2 占据整体投资组合约 9.5% 的权重。
在 Q2 2025 季度中，Westerly Capital Management, LLC 共进行了 48 项持仓异动，包含新建仓 11 个仓位、加仓 16 个仓位、减仓 14 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 AMBA。 本季清仓仓位包含 LYFT。
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。
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。
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。