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: 0001109147
申報總市值
US$115.6億
US$115.6億
127 檔
39.5%
在 Q3 2024 申報期間，Axiom Investors LLC /de（CIK: 0001109147）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$115.6億，共持有 127 個公開申報部位。
觀察 Q3 2024 的資金脈絡，Axiom Investors LLC /de 在獲利結算 20 檔個股的同時，將資本重新部署至 19 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 NVDA, MSFT, META）累計市值佔比達 39.5%，是驅動 Axiom Investors LLC /de 該季度整體投資組合績效表現的核心支柱。
| # | 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 | NVDA | Nvidia CORP | 股票-科技 | 11.35% | -2.54% | -17.21% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 8.72% | -1.53% | EXIT | |
| 3 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 8.01% | -1.35% | +7.29% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 7.47% | +0.16% | -0.35% | |
| 5 | NFLX | Netflix Inc | 股票-通訊服務 | 4.53% | — | +8.04% | |
| 6 | MELI | Mercadolibre Inc | 股票-循環性消費 | 4.27% | — | -10.16% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.52% | -1.39% | -15.12% | |
| 8 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 3.21% | +0.49% | -5.53% | |
| 9 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 3.19% | -0.12% | -6.64% | |
| 10 | AAPL | Apple Inc | 股票-科技 | 3.15% | -0.04% | +12.60% | |
| 11 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.52% | — | -28.79% | |
| 12 | TW | Tradeweb Markets Inc-class A | 股票-金融 | 2.22% | — | -1.22% | |
| 13 | BAH | Booz Allen Hamilton Holdings | 股票-工業 | 2.12% | — | +10.72% | |
| 14 | VRT | Vertiv Holdings Co-a | 股票-工業 | 2.06% | — | -7.61% | |
| 15 | NOW | Servicenow Inc | 股票-科技 | 1.87% | — | +2.09% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.80% | -0.04% | +3.53% | |
| 17 | BX | Blackstone Inc | 股票-金融 | 1.66% | — | +5.90% | |
| 18 | CTAS | Cintas CORP | 股票-工業 | 1.44% | -0.36% | +330.89% | |
| 19 | DHR | Danaher CORP | 股票-醫療保健 | 1.41% | -0.94% | EXIT | |
| 20 | IBN | Icici Bank Ltd-spon Adr | 股票-金融 | 1.38% | -0.07% | +314.71% | |
| 21 | IT | Gartner Inc | 股票-科技 | 1.23% | — | -28.07% | |
| 22 | CDNS | Cadence Design Sys Inc | 股票-科技 | 1.17% | — | -45.30% | |
| 23 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 1.12% | — | +32933.06% | |
| 24 | UBER | Uber Technologies Inc | 股票-工業 | 1.06% | — | -17.17% | |
| 25 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.94% | — | -0.96% | |
| 26 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.90% | — | — | |
| 27 | BLD | Topbuild CORP | 股票-工業 | 0.81% | — | -13.13% | |
| 28 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.80% | — | +44.35% | |
| 29 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.75% | — | +18.83% | |
| 30 | ADBE | Adobe Inc | 股票-科技 | 0.63% | — | -0.92% | |
| 31 | PLD | Prologis Inc | 股票-房地產 | 0.59% | -0.14% | -0.92% | |
| 32 | NU | Nu Holdings Ltd. | 股票-金融 | 0.56% | -0.59% | -43.22% | |
| 33 | INDA | Ishares Msci India ETF | ETF-其他 | 0.55% | — | +2.87% | |
| 34 | LYV | Live Nation Entertainment In | 股票-通訊服務 | 0.51% | -0.03% | -0.97% | |
| 35 | MMYT | MakeMyTrip Limited | 股票-其他 | 0.51% | — | +14.19% | |
| 36 | ICLR | ICON Public Limited Company | 股票-醫療保健 | 0.50% | — | +15.23% | |
| 37 | CLS | Celestica Inc | 股票-科技 | 0.45% | +0.03% | -12.61% | |
| 38 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.39% | — | +420.12% | |
| 39 | LIN | Linde plc | 股票-原物料 | 0.36% | — | +7.44% | |
| 40 | EQIX | Equinix Inc | 股票-房地產 | 0.34% | — | +25171.10% | |
| 41 | TCOM | Trip.com Group Ltd-adr | 股票-循環性消費 | 0.33% | — | -37.53% | |
| 42 | TBBB | BBB Foods Inc. | 股票-其他 | 0.33% | — | -9.16% | |
| 43 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.30% | -0.14% | EXIT | |
| 44 | SE | Sea Ltd-adr | 股票-通訊服務 | 0.30% | — | — | |
| 45 | TEL | TE Connectivity plc | 股票-科技 | 0.28% | — | -0.71% | |
| 46 | FMX | Fomento Economico Mex-sp Adr | 股票-其他 | 0.27% | — | -53.66% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.25% | -0.30% | +24.88% | |
| 48 | VIST | Vista Energy Sab De Cv | 股票-其他 | 0.24% | +0.05% | NEW | |
| 49 | PSN | Parsons CORP | 股票-科技 | 0.23% | — | -9.84% | |
| 50 | HLNE | Hamilton Lane Inc-class A | 股票-金融 | 0.23% | — | -9.60% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +1.5% | +7.29% | 加碼 |
| 2 | CMG | Chipotle Mexican Grill Inc | +1.1% | +32933.06% | 加碼 |
| 3 | IBN | Icici Bank Ltd-spon Adr | +1.1% | +314.71% | 加碼 |
| 4 | BSX | Boston Scientific CORP | +0.9% | NEW | 新建倉 |
| 5 | AAPL | Apple Inc | +0.6% | +12.60% | 加碼 |
| 6 | NFLX | Netflix Inc | +0.6% | +8.04% | 加碼 |
| 7 | MELI | Mercadolibre Inc | +0.5% | -10.16% | 減碼 |
| 8 | BX | Blackstone Inc | +0.4% | +5.90% | 加碼 |
| 9 | EQIX | Equinix Inc | +0.3% | +25171.10% | 加碼 |
| 10 | SHOP | Shopify Inc - Class A | +0.3% | +420.12% | 加碼 |
| 11 | BAH | Booz Allen Hamilton Holdings | +0.3% | +10.72% | 加碼 |
| 12 | CTAS | Cintas CORP | +0.3% | +330.89% | 加碼 |
| 13 | TW | Tradeweb Markets Inc-class A | +0.3% | -1.22% | 減碼 |
| 14 | AZNN | Astrazeneca Plc-spons Adr | +0.3% | NEW | 新建倉 |
| 15 | SE | Sea Ltd-adr | +0.3% | NEW | 新建倉 |
| 16 | AJG | Arthur J Gallagher & Co | +0.3% | +44.35% | 加碼 |
| 17 | NOW | Servicenow Inc | +0.3% | +2.09% | 加碼 |
| 18 | ZTS | Zoetis Inc | +0.2% | +18.83% | 加碼 |
| 19 | DHR | Danaher CORP | +0.2% | +1.60% | 加碼 |
| 20 | V | Visa Inc-class A Shares | +0.2% | +3.53% | 加碼 |
| 21 | EMBJ | Embraer Sa-spon Adr | +0.1% | +114.58% | 加碼 |
| 22 | VRT | Vertiv Holdings Co-a | +0.1% | -7.61% | 減碼 |
| 23 | CWST | Casella Waste Systems Inc-a | +0.1% | NEW | 新建倉 |
| 24 | RDNT | Radnet Inc | +0.1% | NEW | 新建倉 |
| 25 | MC | Moelis & Co - Class A | +0.1% | NEW | 新建倉 |
| 26 | MMYT | MakeMyTrip Limited | +0.1% | +14.19% | 加碼 |
| 27 | LNTH | Lantheus Holdings Inc | +0.1% | NEW | 新建倉 |
| 28 | 62C | Piper Sandler Cos | +0.1% | NEW | 新建倉 |
| 29 | KEX | Kirby CORP | +0.1% | NEW | 新建倉 |
| 30 | VRNS | Varonis Systems Inc | +0.1% | +89.73% | 加碼 |
| 31 | AMP | Ameriprise Financial Inc | +0.1% | -0.96% | 減碼 |
| 32 | BAP | Credicorp Ltd. | +0.1% | +360.19% | 加碼 |
| 33 | CWAN | Clearwater Analytics Holdings, Inc. | +0.1% | +45.24% | 加碼 |
| 34 | LYV | Live Nation Entertainment In | +0.1% | -0.97% | 減碼 |
| 35 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +24.88% | 加碼 |
| 36 | MMSI | Merit Medical Systems Inc | +0.1% | +29.17% | 加碼 |
| 37 | PLD | Prologis Inc | +0.1% | -0.92% | 減碼 |
| 38 | VXUS | Vanguard Total Intl Stock | +0.1% | NEW | 新建倉 |
| 39 | SFM | Sprouts Farmers Market Inc | +0.1% | +6.88% | 加碼 |
| 40 | LIN | Linde plc | +0.1% | +7.44% | 加碼 |
| 41 | EXPO | Exponent Inc | +0.1% | +46.15% | 加碼 |
| 42 | KO | The Coca-Cola Company | +0.1% | NEW | 新建倉 |
| 43 | GLOB | Globant S.A. | +0.1% | +35.26% | 加碼 |
| 44 | BMI | Badger Meter Inc | +0.1% | +23.68% | 加碼 |
| 45 | BMA | Banco Macro Sa-adr | +0.1% | +65.38% | 加碼 |
| 46 | HLNE | Hamilton Lane Inc-class A | +0.1% | -9.60% | 減碼 |
| 47 | TBBB | BBB Foods Inc. | +0.1% | -9.16% | 減碼 |
| 48 | INDA | Ishares Msci India ETF | +0.1% | +2.87% | 加碼 |
| 49 | SPOT | Spotify Technology S.A. | 0% | NEW | 新建倉 |
| 50 | TJX | Tjx Companies Inc | 0% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Axiom Investors LLC /de 在 Q3 2024 季度的美股持倉總市值約為 US$115.6億，共申報了 127 個公開持股部位。
在 Q3 2024 季度，Axiom Investors LLC /de 按市值排列的前三大核心持股分別為：NVDA (11.3%)、MSFT (8.7%)、META (8.0%)。其中最大持股部位 NVDA 佔據整體投資組合約 11.3% 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
BSX
市值: US$1.0億
本季最大獲利了結 / 清倉標的
ELF
前期市值: US$7206.0萬
在 Q3 2024 季度中，Axiom Investors LLC /de 共進行了 146 項持倉異動，包含新建倉 19 個部位、加碼 47 個部位、減碼 60 個部位以及清倉 20 個部位。 其中最大新建倉標的為 BSX。 本季清倉部位包含 ELF。
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。