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: 0001017918
申報總市值
US$666.4億
US$666.4億
328 檔
16.4%
截至 Q3 2024 季度末，Bamco Inc /ny/ 的美股持倉估值約為 US$666.4億，全數申報部位共有 328 檔。
Bamco Inc /ny/ 在 Q3 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 111 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 TSLA, ACGL, IT）占據了總市值的 16.4%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
VNO
市值: US$7534.7萬
本季最大獲利了結 / 清倉標的
SILKUSD
前期市值: US$3458.7萬
僅顯示前 200 大持股（共 328 檔）
| # | 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 | TSLA | Tesla Inc | 股票-循環性消費 | 10.36% | -5.49% | -3.79% | |
| 2 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 6.15% | -2.53% | -0.93% | |
| 3 | IT | Gartner Inc | 股票-科技 | 5.41% | -1.35% | -3.86% | |
| 4 | CSGP | Costar Group Inc | 股票-房地產 | 3.76% | -1.07% | -2.52% | |
| 5 | MSCI | Msci Inc | 股票-金融 | 3.34% | -1.69% | -2.62% | |
| 6 | FDS | Factset Research Systems Inc | 股票-金融 | 3.02% | -1.01% | -6.58% | |
| 7 | GWRE | Guidewire Software Inc | 股票-科技 | 2.92% | -1.32% | -1.91% | |
| 8 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 2.58% | -1.21% | -5.51% | |
| 9 | MTN | Vail Resorts Inc | 股票-循環性消費 | 2.40% | -0.61% | +2.70% | |
| 10 | H | Hyatt Hotels CORP - Cl A | 股票-循環性消費 | 2.21% | -0.63% | +1.27% | |
| 11 | KNSL | Kinsale Capital Group Inc | 股票-金融 | 2.16% | -0.77% | -3.89% | |
| 12 | CHH | Choice Hotels Intl Inc | 股票-循環性消費 | 1.63% | -0.86% | -1.13% | |
| 13 | RRR | Red Rock Resorts Inc-class A | 股票-其他 | 1.53% | -0.56% | +1.01% | |
| 14 | AKX | Ansys Inc | 股票-其他 | 1.36% | — | -6.01% | |
| 15 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.25% | -0.51% | -1.43% | |
| 16 | PRI | Primerica Inc | 股票-金融 | 1.20% | -0.36% | -7.12% | |
| 17 | MTD | Mettler-toledo International | 股票-醫療保健 | 1.15% | -0.24% | -1.99% | |
| 18 | GLPI | Gaming And Leisure Propertie | 股票-房地產 | 1.11% | -0.13% | -1.71% | |
| 19 | MORN | Morningstar Inc | 股票-金融 | 1.11% | +0.43% | -0.10% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 0.96% | -0.65% | -10.71% | |
| 21 | TECH | Bio-techne CORP | 股票-醫療保健 | 0.94% | -0.09% | -6.93% | |
| 22 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.94% | -0.40% | -6.58% | |
| 23 | VRSK | Verisk Analytics Inc | 股票-工業 | 0.90% | -0.17% | -1.73% | |
| 24 | IRDM | Iridium Communications Inc | 股票-通訊服務 | 0.90% | — | -0.57% | |
| 25 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.86% | -0.25% | -0.37% | |
| 26 | ICLR | ICON Public Limited Company | 股票-醫療保健 | 0.73% | -0.04% | -1.84% | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 0.66% | -0.04% | -7.05% | |
| 28 | SITE | Siteone Landscape Supply Inc | 股票-工業 | 0.63% | -0.48% | +8.91% | |
| 29 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.58% | +0.22% | +4.68% | |
| 30 | DAY | Dayforce Inc | 股票-其他 | 0.57% | — | -0.17% | |
| 31 | EQIX | Equinix Inc | 股票-房地產 | 0.57% | -0.41% | +26.63% | |
| 32 | BFAM | Bright Horizons Family Solut | 股票-循環性消費 | 0.55% | -0.16% | -8.94% | |
| 33 | FIGS | Figs Inc-class A | 股票-其他 | 0.54% | -1.75% | +12.53% | |
| 34 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.54% | -0.11% | +1.26% | |
| 35 | TTD | Trade Desk Inc/the -class A | 股票-通訊服務 | 0.53% | — | -3.23% | |
| 36 | CNS | Cohen & Steers Inc | 股票-其他 | 0.51% | -0.01% | -1.64% | |
| 37 | FICO | Fair Isaac CORP | 股票-科技 | 0.49% | -0.14% | -16.48% | |
| 38 | HLI | Houlihan Lokey Inc | 股票-金融 | 0.48% | -0.28% | -11.49% | |
| 39 | EFOR | Everforth Inc | 股票-其他 | 0.47% | -0.10% | -10.95% | |
| 40 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.44% | -0.17% | +7.03% | |
| 41 | CPNG | Coupang Inc | 股票-循環性消費 | 0.44% | -0.09% | -8.10% | |
| 42 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.43% | -0.24% | -0.42% | |
| 43 | CBRE | Cbre Group Inc - A | 股票-房地產 | 0.43% | -0.24% | +14.62% | |
| 44 | ✓ | On Holding AG | 股票-其他 | 0.42% | -0.10% | -0.94% | |
| 45 | FND | Floor & Decor Holdings Inc-a | 股票-循環性消費 | 0.41% | -0.20% | -25.36% | |
| 46 | BIRK | Birkenstock Holding plc | 股票-其他 | 0.41% | -0.06% | +2.58% | |
| 47 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.40% | -0.13% | +6.38% | |
| 48 | TDG | Transdigm Group Inc | 股票-工業 | 0.40% | -0.12% | +5.86% | |
| 49 | BWIN | Baldwin Insurance Group Inc/ | 股票-其他 | 0.40% | -0.07% | -7.67% | |
| 50 | WST | West Pharmaceutical Services | 股票-醫療保健 | 0.39% | -0.06% | -36.60% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +1.6% | -3.79% | 減碼 |
| 2 | GWRE | Guidewire Software Inc | +0.5% | -1.91% | 減碼 |
| 3 | MSCI | Msci Inc | +0.3% | -2.62% | 減碼 |
| 4 | GDS | Gds Holdings LTD - Adr | +0.3% | +128.55% | 加碼 |
| 5 | VNO | Vornado Realty Trust | +0.2% | NEW | 新建倉 |
| 6 | KNSL | Kinsale Capital Group Inc | +0.2% | -3.89% | 減碼 |
| 7 | EQIX | Equinix Inc | +0.2% | +26.63% | 加碼 |
| 8 | CZR | Caesars Entertainment Inc | +0.2% | NEW | 新建倉 |
| 9 | CBRE | Cbre Group Inc - A | +0.1% | +14.62% | 加碼 |
| 10 | FIGS | Figs Inc-class A | +0.1% | +12.53% | 加碼 |
| 11 | SITE | Siteone Landscape Supply Inc | +0.1% | +8.91% | 加碼 |
| 12 | BN | Brookfield CORP | +0.1% | +62.63% | 加碼 |
| 13 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +6.38% | 加碼 |
| 14 | ACGL | Arch Capital Group Ltd. | +0.1% | -0.93% | 減碼 |
| 15 | LOW | Lowe's Cos Inc | +0.1% | +71.61% | 加碼 |
| 16 | BLDR | Builders Firstsource Inc | +0.1% | NEW | 新建倉 |
| 17 | SHOP | Shopify Inc - Class A | +0.1% | +4.68% | 加碼 |
| 18 | CNS | Cohen & Steers Inc | +0.1% | -1.64% | 減碼 |
| 19 | WELL | Welltower Inc | +0.1% | +20.33% | 加碼 |
| 20 | JLL | Jones Lang Lasalle Inc | +0.1% | +28.28% | 加碼 |
| 21 | JD | Jd.com Inc-adr | +0.1% | NEW | 新建倉 |
| 22 | CWAN | Clearwater Analytics Holdings, Inc. | +0.1% | +0.04% | 加碼 |
| 23 | DHI | Dr Horton Inc | +0.1% | +2.44% | 加碼 |
| 24 | LPX | Louisiana-pacific CORP | +0.1% | +65.72% | 加碼 |
| 25 | CDNA | Caredx Inc | +0.1% | — | 不變 |
| 26 | DAY | Dayforce Inc | +0.1% | -0.17% | 減碼 |
| 27 | ✓ | On Holding AG | +0.1% | -0.94% | 減碼 |
| 28 | BWIN | Baldwin Insurance Group Inc/ | +0.1% | -7.67% | 減碼 |
| 29 | BX | Blackstone Inc | +0.1% | +11.50% | 加碼 |
| 30 | MAC | Macerich Co/the | +0.1% | +742.34% | 加碼 |
| 31 | DUOL | Duolingo | +0.1% | NEW | 新建倉 |
| 32 | SPOT | Spotify Technology S.A. | +0.1% | -0.37% | 減碼 |
| 33 | INTA | Intapp Inc | +0.1% | +1.22% | 加碼 |
| 34 | IBKR | Interactive Brokers Gro-cl A | +0.1% | +16.26% | 加碼 |
| 35 | DEI | Douglas Emmett Inc | +0.1% | +0.31% | 加碼 |
| 36 | AXON | Axon Enterprise Inc | +0.1% | -0.08% | 減碼 |
| 37 | INSP | Inspire Medical Systems Inc | +0.1% | -2.30% | 減碼 |
| 38 | LLYVK* | Liberty Media Corp-liberty-c | +0.1% | +23.45% | 加碼 |
| 39 | IOT | Samsara Inc-cl A | +0.1% | +90.99% | 加碼 |
| 40 | IRDM | Iridium Communications Inc | +0.1% | -0.57% | 減碼 |
| 41 | LEN | Lennar Corp-a | +0.1% | +2.57% | 加碼 |
| 42 | LVS | Las Vegas Sands CORP | +0.1% | +29.19% | 加碼 |
| 43 | AVGO | Broadcom Inc | +0.1% | +1161.36% | 加碼 |
| 44 | LINE | Lineage Inc | +0.1% | NEW | 新建倉 |
| 45 | BAM | Brookfield Asset Mgmt-a | +0.1% | +31.49% | 加碼 |
| 46 | GCMG | Gcm Grosvenor Inc - Class A | +0.1% | NEW | 新建倉 |
| 47 | TWFG | Twfg Inc | +0.1% | NEW | 新建倉 |
| 48 | IRM | Iron Mountain Inc | +0.1% | NEW | 新建倉 |
| 49 | ABNB | Airbnb Inc-class A | +0.1% | NEW | 新建倉 |
| 50 | GLPI | Gaming And Leisure Propertie | 0% | -1.71% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Bamco Inc /ny/ 在 Q3 2024 季度的美股持倉總市值約為 US$666.4億，共申報了 328 個公開持股部位。
在 Q3 2024 季度，Bamco Inc /ny/ 按市值排列的前三大核心持股分別為：TSLA (10.4%)、ACGL (6.2%)、IT (5.4%)。其中最大持股部位 TSLA 佔據整體投資組合約 10.4% 的權重。
在 Q3 2024 季度中，Bamco Inc /ny/ 共進行了 185 項持倉異動，包含新建倉 13 個部位、加碼 61 個部位、減碼 102 個部位以及清倉 9 個部位。 其中最大新建倉標的為 VNO。 本季清倉部位包含 SILKUSD。
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。
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。
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。