13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001230239
申報總市值
US$740.7億
US$740.7億
89 檔
51.7%
在 Q2 2024 申報期間，Alkeon Capital Management LLC（CIK: 0001230239）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$740.7億，共持有 89 個公開申報部位。
Alkeon Capital Management LLC 於 Q2 2024 展現出進攻型調倉步調，本季推動了 7 檔股票的新建倉與 17 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Alkeon Capital Management LLC 的前 5 大核心持股（包含 QQQ, SPY, AMZN 等）合計佔整體申報市值的 51.7%，反映機構在主要關鍵部位上的權重分佈。
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 29.24% | +2.17% | — | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 15.35% | -1.78% | +1.18% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 6.79% | -0.61% | -7.71% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 5.96% | +1.09% | +53.88% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 5.45% | -0.58% | -16.95% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 4.76% | -0.78% | +484.78% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 4.44% | -2.18% | -9.16% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.59% | -0.66% | -0.09% | |
| 9 | TSLA | Tesla Inc | 股票-循環性消費 | 1.75% | +0.08% | +26.40% | |
| 10 | KLAC | Kla CORP | 股票-科技 | 1.21% | +0.42% | +20.66% | |
| 11 | ASML | ASML Holding N.V. | 股票-科技 | 0.93% | -0.40% | +46.43% | |
| 12 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.88% | -0.18% | — | |
| 13 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.88% | -0.31% | +58.82% | |
| 14 | ADI | Analog Devices Inc | 股票-科技 | 0.87% | — | — | |
| 15 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.82% | +0.06% | — | |
| 16 | CEG | Constellation Energy | 股票-公用事業 | 0.81% | -0.22% | +136.94% | |
| 17 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.69% | — | +34.12% | |
| 18 | SNPS | Synopsys Inc | 股票-科技 | 0.65% | -0.28% | — | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 0.63% | -0.07% | — | |
| 20 | VST | Vistra CORP | 股票-公用事業 | 0.62% | -0.22% | +244.92% | |
| 21 | HLT | Hilton Worldwide Holdings In | 股票-循環性消費 | 0.60% | -0.20% | +11.67% | |
| 22 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.57% | -0.27% | -2.09% | |
| 23 | MA | Mastercard Inc - A | 股票-金融 | 0.56% | -0.11% | — | |
| 24 | CG | Carlyle Group Inc/the | 股票-金融 | 0.54% | -0.14% | -4.63% | |
| 25 | NOW | Servicenow Inc | 股票-科技 | 0.52% | — | +33.33% | |
| 26 | UBER | Uber Technologies Inc | 股票-工業 | 0.51% | -0.05% | -10.44% | |
| 27 | EQIX | Equinix Inc | 股票-房地產 | 0.51% | +0.08% | — | |
| 28 | MLM | Martin Marietta Materials | 股票-原物料 | 0.47% | -0.25% | +9.34% | |
| 29 | TER | Teradyne Inc | 股票-科技 | 0.46% | +0.02% | +65.50% | |
| 30 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.46% | -0.38% | — | |
| 31 | DASH | Doordash Inc - A | 股票-循環性消費 | 0.45% | +0.05% | -41.86% | |
| 32 | NFLX | Netflix Inc | 股票-通訊服務 | 0.44% | — | -23.08% | |
| 33 | WYNN | Wynn Resorts LTD | 股票-循環性消費 | 0.43% | -0.03% | -1.69% | |
| 34 | TDG | Transdigm Group Inc | 股票-工業 | 0.41% | -0.02% | — | |
| 35 | ICE | Intercontinental Exchange In | 股票-金融 | 0.40% | -0.18% | — | |
| 36 | AMAT | Applied Materials Inc | 股票-科技 | 0.39% | +1.47% | NEW | |
| 37 | ROST | Ross Stores Inc | 股票-循環性消費 | 0.38% | -0.03% | — | |
| 38 | VMC | Vulcan Materials Co | 股票-原物料 | 0.34% | -0.09% | +5.71% | |
| 39 | DELL | Dell Technologies -c | 股票-科技 | 0.33% | — | -73.20% | |
| 40 | LVS | Las Vegas Sands CORP | 股票-循環性消費 | 0.31% | -0.17% | -18.07% | |
| 41 | YMM | Full Truck Alliance -spn Adr | 股票-其他 | 0.31% | -0.02% | — | |
| 42 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.30% | -0.01% | +4900.00% | |
| 43 | JD | Jd.com Inc-adr | 股票-循環性消費 | 0.28% | — | +3.91% | |
| 44 | VOO | Vanguard S&P 500 ETF | ETF-大型股與成長 | 0.27% | — | +7.42% | |
| 45 | BEKE | Ke Holdings Inc-adr | 股票-其他 | 0.26% | — | — | |
| 46 | BIDU | Baidu Inc - Spon Adr | 股票-通訊服務 | 0.24% | — | -24.49% | |
| 47 | APH | Amphenol Corp-cl A | 股票-科技 | 0.23% | +0.38% | — | |
| 48 | EXPE | Expedia Group Inc | 股票-循環性消費 | 0.22% | -0.33% | -8.49% | |
| 49 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 0.22% | -0.05% | — | |
| 50 | ARGX | Argenx Se - Adr | 股票-醫療保健 | 0.21% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +2.2% | +53.88% | 加碼 |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +0.9% | — | 不變 |
| 3 | CEG | Constellation Energy | +0.5% | +136.94% | 加碼 |
| 4 | VST | Vistra CORP | +0.5% | +244.92% | 加碼 |
| 5 | TSLA | Tesla Inc | +0.5% | +26.40% | 加碼 |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | -9.16% | 減碼 |
| 7 | AMAT | Applied Materials Inc | +0.4% | NEW | 新建倉 |
| 8 | BKNG | Booking Holdings Inc | +0.4% | +58.82% | 加碼 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.09% | 減碼 |
| 10 | KLAC | Kla CORP | +0.3% | +20.66% | 加碼 |
| 11 | ASML | ASML Holding N.V. | +0.3% | +46.43% | 加碼 |
| 12 | TER | Teradyne Inc | +0.2% | +65.50% | 加碼 |
| 13 | APH | Amphenol Corp-cl A | +0.2% | NEW | 新建倉 |
| 14 | ARGX | Argenx Se - Adr | +0.2% | NEW | 新建倉 |
| 15 | LRCXEUR | Lam Research CORP | +0.2% | +34.12% | 加碼 |
| 16 | PWR | Quanta Services Inc | +0.2% | NEW | 新建倉 |
| 17 | NOW | Servicenow Inc | +0.1% | +33.33% | 加碼 |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +1.18% | 加碼 |
| 19 | ADI | Analog Devices Inc | +0.1% | — | 不變 |
| 20 | GE | General Electric | +0.1% | NEW | 新建倉 |
| 21 | RYTM | Rhythm Pharmaceuticals Inc | +0.1% | NEW | 新建倉 |
| 22 | GEV | GE Vernova Inc | +0.1% | NEW | 新建倉 |
| 23 | HLT | Hilton Worldwide Holdings In | +0.1% | +11.67% | 加碼 |
| 24 | VOO | Vanguard S&P 500 ETF | 0% | +7.42% | 加碼 |
| 25 | SRPT | Sarepta Therapeutics Inc | 0% | +21.79% | 加碼 |
| 26 | TJX | Tjx Companies Inc | 0% | — | 不變 |
| 27 | DLO | DLocal Limited | -0.1% | — | 不變 |
| 28 | XYZ | Block Inc | -0.1% | +5.47% | 加碼 |
| 29 | ORIC | Oric Pharmaceuticals Inc | -0.1% | +2.70% | 加碼 |
| 30 | KROS | Keros Therapeutics Inc | -0.1% | — | 不變 |
| 31 | EXPE | Expedia Group Inc | -0.1% | -8.49% | 減碼 |
| 32 | EDU | New Oriental Educatio-sp Adr | -0.1% | -12.57% | 減碼 |
| 33 | EQIX | Equinix Inc | -0.1% | — | 不變 |
| 34 | V | Visa Inc-class A Shares | -0.1% | — | 不變 |
| 35 | MA | Mastercard Inc - A | -0.1% | — | 不變 |
| 36 | WYNN | Wynn Resorts LTD | -0.1% | -1.69% | 減碼 |
| 37 | NFLX | Netflix Inc | -0.1% | -23.08% | 減碼 |
| 38 | UBER | Uber Technologies Inc | -0.1% | -10.44% | 減碼 |
| 39 | LVS | Las Vegas Sands CORP | -0.2% | -18.07% | 減碼 |
| 40 | CG | Carlyle Group Inc/the | -0.2% | -4.63% | 減碼 |
| 41 | BIDU | Baidu Inc - Spon Adr | -0.2% | -24.49% | 減碼 |
| 42 | SPOT | Spotify Technology S.A. | -0.3% | EXIT | 清倉 |
| 43 | PATH | Uipath Inc - Class A | -0.3% | -55.32% | 減碼 |
| 44 | AMZN | Amazon.com Inc | -0.4% | -7.71% | 減碼 |
| 45 | DASH | Doordash Inc - A | -0.6% | -41.86% | 減碼 |
| 46 | INTC | Intel CORP | -0.6% | EXIT | 清倉 |
| 47 | DELL | Dell Technologies -c | -0.7% | -73.20% | 減碼 |
| 48 | ZM | Zoom Communications Inc | -1% | EXIT | 清倉 |
| 49 | META | Meta Platforms Inc-class A | -1.2% | -16.95% | 減碼 |
| 50 | NVDA | Nvidia CORP | -1.5% | +484.78% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Alkeon Capital Management LLC 在 Q2 2024 季度的美股持倉總市值約為 US$740.7億，共申報了 89 個公開持股部位。
在 Q2 2024 季度，Alkeon Capital Management LLC 按市值排列的前三大核心持股分別為：QQQ (29.2%)、SPY (15.3%)、AMZN (6.8%)。其中最大持股部位 QQQ 佔據整體投資組合約 29.2% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
AMAT
市值: US$2.4億
本季最大獲利了結 / 清倉標的
ZM
前期市值: US$6.0億
在 Q2 2024 季度中，Alkeon Capital Management LLC 共進行了 42 項持倉異動，包含新建倉 7 個部位、加碼 17 個部位、減碼 15 個部位以及清倉 3 個部位。 其中最大新建倉標的為 AMAT。 本季清倉部位包含 ZM。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。