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
86 檔
50.2%
根據最新整理的 13F 季度數據集，Alkeon Capital Management LLC 於 Q3 2024 結束時的管理資產規模為 US$740.7億。該機構在本季度申報了 86 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q3 2024，Alkeon Capital Management LLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 45 個部位並完全清倉 7 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 QQQ, SPY, AMZN）占據了總市值的 50.2%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
| # | 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 | 35.98% | +2.17% | +15.58% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 16.91% | -1.78% | — | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.06% | -0.61% | -40.63% | |
| 4 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 3.44% | -2.18% | -25.79% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.36% | -0.78% | -31.40% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.13% | -0.58% | -51.57% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.12% | +1.09% | -47.98% | |
| 8 | TSLA | Tesla Inc | 股票-循環性消費 | 2.69% | +0.08% | +11.11% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.68% | -0.66% | -31.72% | |
| 10 | KLAC | Kla CORP | 股票-科技 | 1.26% | +0.42% | +5.52% | |
| 11 | NOW | Servicenow Inc | 股票-科技 | 1.08% | — | +76.88% | |
| 12 | ADI | Analog Devices Inc | 股票-科技 | 0.91% | — | -0.07% | |
| 13 | DASH | Doordash Inc - A | 股票-循環性消費 | 0.91% | +0.05% | +48.80% | |
| 14 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.88% | -0.18% | -9.93% | |
| 15 | HLT | Hilton Worldwide Holdings In | 股票-循環性消費 | 0.87% | -0.20% | +31.34% | |
| 16 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.87% | -0.31% | -11.11% | |
| 17 | ASML | ASML Holding N.V. | 股票-科技 | 0.79% | -0.40% | -0.07% | |
| 18 | AVGO | Broadcom Inc | 股票-科技 | 0.78% | +0.06% | — | |
| 19 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.75% | +0.06% | -0.05% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 0.69% | -0.07% | -0.07% | |
| 21 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.67% | -0.27% | -9.57% | |
| 22 | MA | Mastercard Inc - A | 股票-金融 | 0.66% | -0.11% | -0.06% | |
| 23 | AMAT | Applied Materials Inc | 股票-科技 | 0.65% | +1.47% | NEW | |
| 24 | EQIX | Equinix Inc | 股票-房地產 | 0.62% | +0.08% | -0.06% | |
| 25 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.62% | — | +12.70% | |
| 26 | CEG | Constellation Energy | 股票-公用事業 | 0.61% | -0.22% | -44.60% | |
| 27 | CG | Carlyle Group Inc/the | 股票-金融 | 0.61% | -0.14% | -0.07% | |
| 28 | SNPS | Synopsys Inc | 股票-科技 | 0.58% | -0.28% | -0.06% | |
| 29 | UBER | Uber Technologies Inc | 股票-工業 | 0.55% | -0.05% | -0.07% | |
| 30 | ICE | Intercontinental Exchange In | 股票-金融 | 0.50% | -0.18% | -0.05% | |
| 31 | WYNN | Wynn Resorts LTD | 股票-循環性消費 | 0.49% | -0.03% | +3.45% | |
| 32 | MLM | Martin Marietta Materials | 股票-原物料 | 0.49% | -0.25% | -0.09% | |
| 33 | TDG | Transdigm Group Inc | 股票-工業 | 0.48% | -0.02% | -0.09% | |
| 34 | VST | Vistra CORP | 股票-公用事業 | 0.45% | -0.22% | -49.67% | |
| 35 | DELL | Dell Technologies -c | 股票-科技 | 0.44% | — | +48.30% | |
| 36 | ROST | Ross Stores Inc | 股票-循環性消費 | 0.42% | -0.03% | -0.08% | |
| 37 | EXPE | Expedia Group Inc | 股票-循環性消費 | 0.40% | -0.33% | +46.30% | |
| 38 | BEKE | Ke Holdings Inc-adr | 股票-其他 | 0.38% | — | -1.00% | |
| 39 | YMM | Full Truck Alliance -spn Adr | 股票-其他 | 0.37% | -0.02% | +3.95% | |
| 40 | VMC | Vulcan Materials Co | 股票-原物料 | 0.36% | -0.09% | -0.09% | |
| 41 | LVS | Las Vegas Sands CORP | 股票-循環性消費 | 0.35% | -0.17% | -5.88% | |
| 42 | JD | Jd.com Inc-adr | 股票-循環性消費 | 0.34% | — | -24.24% | |
| 43 | PWR | Quanta Services Inc | 股票-工業 | 0.33% | +0.02% | +62.50% | |
| 44 | ARGX | Argenx Se - Adr | 股票-醫療保健 | 0.32% | — | +15.00% | |
| 45 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 0.29% | -0.05% | +9.35% | |
| 46 | RARE | Ultragenyx Pharmaceutical In | 股票-其他 | 0.29% | — | +34.34% | |
| 47 | APH | Amphenol Corp-cl A | 股票-科技 | 0.27% | +0.38% | +15.38% | |
| 48 | TER | Teradyne Inc | 股票-科技 | 0.26% | +0.02% | -39.63% | |
| 49 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.21% | -0.02% | -0.09% | |
| 50 | EDU | New Oriental Educatio-sp Adr | 股票-非循環性消費 | 0.20% | -0.05% | -0.09% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +6.7% | +15.58% | 加碼 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.6% | — | 不變 |
| 3 | TSLA | Tesla Inc | +0.9% | +11.11% | 加碼 |
| 4 | AVGO | Broadcom Inc | +0.8% | NEW | 新建倉 |
| 5 | NOW | Servicenow Inc | +0.6% | +76.88% | 加碼 |
| 6 | DASH | Doordash Inc - A | +0.5% | +48.80% | 加碼 |
| 7 | HLT | Hilton Worldwide Holdings In | +0.3% | +31.34% | 加碼 |
| 8 | AMAT | Applied Materials Inc | +0.3% | +87.71% | 加碼 |
| 9 | EXPE | Expedia Group Inc | +0.2% | +46.30% | 加碼 |
| 10 | PWR | Quanta Services Inc | +0.2% | +62.50% | 加碼 |
| 11 | RARE | Ultragenyx Pharmaceutical In | +0.1% | +34.34% | 加碼 |
| 12 | BEKE | Ke Holdings Inc-adr | +0.1% | -1.00% | 減碼 |
| 13 | ARGX | Argenx Se - Adr | +0.1% | +15.00% | 加碼 |
| 14 | DELL | Dell Technologies -c | +0.1% | +48.30% | 加碼 |
| 15 | EQIX | Equinix Inc | +0.1% | -0.06% | 減碼 |
| 16 | MELI | Mercadolibre Inc | +0.1% | -9.57% | 減碼 |
| 17 | ICE | Intercontinental Exchange In | +0.1% | -0.05% | 減碼 |
| 18 | MA | Mastercard Inc - A | +0.1% | -0.06% | 減碼 |
| 19 | SSNC | Ss&c Technologies Holdings | +0.1% | +9.35% | 加碼 |
| 20 | KROS | Keros Therapeutics Inc | +0.1% | +18.68% | 加碼 |
| 21 | TDG | Transdigm Group Inc | +0.1% | -0.09% | 減碼 |
| 22 | CG | Carlyle Group Inc/the | +0.1% | -0.07% | 減碼 |
| 23 | YMM | Full Truck Alliance -spn Adr | +0.1% | +3.95% | 加碼 |
| 24 | JD | Jd.com Inc-adr | +0.1% | -24.24% | 減碼 |
| 25 | WYNN | Wynn Resorts LTD | +0.1% | +3.45% | 加碼 |
| 26 | V | Visa Inc-class A Shares | +0.1% | -0.07% | 減碼 |
| 27 | SHW | Sherwin-williams Co/the | +0.1% | -0.09% | 減碼 |
| 28 | LOW | Lowe's Cos Inc | +0.1% | -0.09% | 減碼 |
| 29 | KLAC | Kla CORP | +0.1% | +5.52% | 加碼 |
| 30 | APH | Amphenol Corp-cl A | 0% | +15.38% | 加碼 |
| 31 | LVS | Las Vegas Sands CORP | 0% | -5.88% | 減碼 |
| 32 | UBER | Uber Technologies Inc | 0% | -0.07% | 減碼 |
| 33 | ROST | Ross Stores Inc | 0% | -0.08% | 減碼 |
| 34 | ADI | Analog Devices Inc | 0% | -0.07% | 減碼 |
| 35 | RYTM | Rhythm Pharmaceuticals Inc | 0% | +16.77% | 加碼 |
| 36 | AKRO | Akero Therapeutics Inc | 0% | -0.07% | 減碼 |
| 37 | AMT | American Tower CORP | 0% | -0.09% | 減碼 |
| 38 | HUBS | Hubspot Inc | 0% | NEW | 新建倉 |
| 39 | ORIC | Oric Pharmaceuticals Inc | 0% | +2.63% | 加碼 |
| 40 | SPGI | S&p Global Inc | 0% | -0.09% | 減碼 |
| 41 | ALAB | Astera Labs Inc | 0% | NEW | 新建倉 |
| 42 | KVYO | Klaviyo Inc-a | 0% | NEW | 新建倉 |
| 43 | BCRX | Biocryst Pharmaceuticals Inc | 0% | -0.08% | 減碼 |
| 44 | GE | General Electric | 0% | — | 不變 |
| 45 | MLM | Martin Marietta Materials | 0% | -0.09% | 減碼 |
| 46 | VMC | Vulcan Materials Co | 0% | -0.09% | 減碼 |
| 47 | CTAS | Cintas CORP | 0% | +299.64% | 加碼 |
| 48 | LOAR | Loar Holdings Inc | 0% | -0.05% | 減碼 |
| 49 | MQ | Marqeta Inc-a | 0% | +31.27% | 加碼 |
| 50 | XYZ | Block Inc | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Alkeon Capital Management LLC 在 Q3 2024 季度的美股持倉總市值約為 US$740.7億，共申報了 86 個公開持股部位。
在 Q3 2024 季度，Alkeon Capital Management LLC 按市值排列的前三大核心持股分別為：QQQ (36.0%)、SPY (16.9%)、AMZN (4.1%)。其中最大持股部位 QQQ 佔據整體投資組合約 36.0% 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
AVGO
市值: US$4.5億
本季最大獲利了結 / 清倉標的
MAR
前期市值: US$2.8億
在 Q3 2024 季度中，Alkeon Capital Management LLC 共進行了 79 項持倉異動，包含新建倉 4 個部位、加碼 23 個部位、減碼 45 個部位以及清倉 7 個部位。 其中最大新建倉標的為 AVGO。 本季清倉部位包含 MAR。
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。