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
327 檔
16.8%
根據最新整理的 13F 季度數據集，Bamco Inc /ny/ 於 Q4 2025 結束時的管理資產規模為 US$666.4億。該機構在本季度申報了 327 檔美股持倉，呈現出該時期的主要投資地圖。
Bamco Inc /ny/ 在 Q4 2025 進行了結構性的板塊輪動與部位換股。在開立 19 個全新部位及加碼 73 檔持股的同時，亦同步清倉 18 檔並減碼 76 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 TSLA, ACGL, MSCI）占據了總市值的 16.8%，展現出該機構在 Q4 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 327 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 | 14.53% | -5.49% | -0.17% | |
| 2 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 4.67% | -2.53% | -4.12% | |
| 3 | MSCI | Msci Inc | 股票-金融 | 4.28% | -1.69% | +15.10% | |
| 4 | CSGP | Costar Group Inc | 股票-房地產 | 3.55% | -1.07% | +1.26% | |
| 5 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 3.30% | -1.21% | -4.57% | |
| 6 | IT | Gartner Inc | 股票-科技 | 2.88% | -1.35% | -2.53% | |
| 7 | GWRE | Guidewire Software Inc | 股票-科技 | 2.80% | -1.32% | -0.41% | |
| 8 | H | Hyatt Hotels CORP - Cl A | 股票-循環性消費 | 2.65% | -0.63% | -0.17% | |
| 9 | FDS | Factset Research Systems Inc | 股票-金融 | 2.27% | -1.01% | +58.81% | |
| 10 | RRR | Red Rock Resorts Inc-class A | 股票-其他 | 2.10% | -0.56% | +2.04% | |
| 11 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.91% | -0.51% | -1.00% | |
| 12 | CHH | Choice Hotels Intl Inc | 股票-循環性消費 | 1.91% | -0.86% | +37.81% | |
| 13 | KNSL | Kinsale Capital Group Inc | 股票-金融 | 1.89% | -0.77% | -0.41% | |
| 14 | FIGS | Figs Inc-class A | 股票-其他 | 1.85% | -1.75% | +0.04% | |
| 15 | MTN | Vail Resorts Inc | 股票-循環性消費 | 1.73% | -0.61% | -15.66% | |
| 16 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 1.57% | -0.25% | +0.87% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.51% | -0.65% | +0.12% | |
| 18 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.00% | +0.22% | +0.12% | |
| 19 | BIRK | Birkenstock Holding plc | 股票-其他 | 0.88% | -0.06% | +25.37% | |
| 20 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 0.81% | -0.19% | +0.73% | |
| 21 | PRI | Primerica Inc | 股票-金融 | 0.79% | -0.36% | -19.58% | |
| 22 | VRSK | Verisk Analytics Inc | 股票-工業 | 0.79% | -0.17% | +6.68% | |
| 23 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.77% | -0.11% | +13.62% | |
| 24 | MORN | Morningstar Inc | 股票-金融 | 0.73% | +0.43% | -12.20% | |
| 25 | SITE | Siteone Landscape Supply Inc | 股票-工業 | 0.68% | -0.48% | +3.13% | |
| 26 | ✓ | On Holding AG | 股票-其他 | 0.68% | -0.10% | +13.88% | |
| 27 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.68% | -0.40% | -25.36% | |
| 28 | WELL | Welltower Inc | 股票-房地產 | 0.64% | -0.38% | +7.63% | |
| 29 | APH | Amphenol Corp-cl A | 股票-科技 | 0.63% | -0.21% | -9.46% | |
| 30 | CBRE | Cbre Group Inc - A | 股票-房地產 | 0.59% | -0.24% | -0.27% | |
| 31 | MTD | Mettler-toledo International | 股票-醫療保健 | 0.55% | -0.24% | -30.76% | |
| 32 | HLI | Houlihan Lokey Inc | 股票-金融 | 0.53% | -0.28% | -0.55% | |
| 33 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.52% | -0.17% | +4.74% | |
| 34 | JLL | Jones Lang Lasalle Inc | 股票-房地產 | 0.51% | -0.15% | +0.04% | |
| 35 | CWAN | Clearwater Analytics Holdings, Inc. | 股票-科技 | 0.51% | -0.01% | EXIT | |
| 36 | AVGO | Broadcom Inc | 股票-科技 | 0.50% | -0.20% | +8.13% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.48% | -0.24% | +1.88% | |
| 38 | BN | Brookfield CORP | 股票-金融 | 0.45% | -0.21% | +51.35% | |
| 39 | MSFT | Microsoft CORP | 股票-科技 | 0.45% | -0.04% | +1.85% | |
| 40 | DKNG | Draftkings Inc-cl A | 股票-循環性消費 | 0.44% | -0.14% | +13.85% | |
| 41 | TOL | Toll Brothers Inc | 股票-循環性消費 | 0.43% | -0.13% | +0.81% | |
| 42 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.43% | -0.13% | +6.77% | |
| 43 | INTA | Intapp Inc | 股票-其他 | 0.41% | -0.09% | +15.52% | |
| 44 | WYNN | Wynn Resorts LTD | 股票-循環性消費 | 0.40% | -0.43% | -8.84% | |
| 45 | IOT | Samsara Inc-cl A | 股票-科技 | 0.40% | -0.11% | +21.94% | |
| 46 | LOAR | Loar Holdings Inc | 股票-其他 | 0.39% | -0.10% | +17.16% | |
| 47 | PLD | Prologis Inc | 股票-房地產 | 0.38% | -0.27% | +24.41% | |
| 48 | KRMN | Karman Holdings Inc | 股票-工業 | 0.38% | -0.20% | -19.27% | |
| 49 | PWR | Quanta Services Inc | 股票-工業 | 0.38% | -0.20% | -8.08% | |
| 50 | RBC | RBC Bearings Inc | 股票-工業 | 0.37% | -0.16% | -7.49% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | FDS | Factset Research Systems Inc | +0.9% | +58.81% | 加碼 |
| 2 | FIGS | Figs Inc-class A | +0.8% | +0.04% | 加碼 |
| 3 | MSCI | Msci Inc | +0.7% | +15.10% | 加碼 |
| 4 | TSLA | Tesla Inc | +0.4% | -0.17% | 減碼 |
| 5 | CHH | Choice Hotels Intl Inc | +0.4% | +37.81% | 加碼 |
| 6 | H | Hyatt Hotels CORP - Cl A | +0.4% | -0.17% | 減碼 |
| 7 | VTR | Ventas Inc | +0.2% | +615.13% | 加碼 |
| 8 | ACGL | Arch Capital Group Ltd. | +0.2% | -4.12% | 減碼 |
| 9 | ✓ | On Holding AG | +0.2% | +13.88% | 加碼 |
| 10 | CWAN | Clearwater Analytics Holdings, Inc. | +0.1% | +1.84% | 加碼 |
| 11 | AMZN | Amazon.com Inc | +0.1% | +13.62% | 加碼 |
| 12 | ABNB | Airbnb Inc-class A | +0.1% | +52.12% | 加碼 |
| 13 | NOVT | Novanta Inc | +0.1% | +49.41% | 加碼 |
| 14 | BIRK | Birkenstock Holding plc | +0.1% | +25.37% | 加碼 |
| 15 | PLD | Prologis Inc | +0.1% | +24.41% | 加碼 |
| 16 | RRR | Red Rock Resorts Inc-class A | +0.1% | +2.04% | 加碼 |
| 17 | IDXX | Idexx Laboratories Inc | +0.1% | -4.57% | 減碼 |
| 18 | RGEN | Repligen CORP | +0.1% | +42.73% | 加碼 |
| 19 | INTA | Intapp Inc | +0.1% | +15.52% | 加碼 |
| 20 | SHOP | Shopify Inc - Class A | +0.1% | +0.12% | 加碼 |
| 21 | SCHW | Schwab (charles) CORP | +0.1% | -1.00% | 減碼 |
| 22 | FROG | JFrog Ltd. | +0.1% | +19.57% | 加碼 |
| 23 | LVS | Las Vegas Sands CORP | +0.1% | +22.96% | 加碼 |
| 24 | NU | Nu Holdings Ltd. | +0.1% | +91.82% | 加碼 |
| 25 | LLY | Eli Lilly & Co | +0.1% | +1.01% | 加碼 |
| 26 | WELL | Welltower Inc | +0.1% | +7.63% | 加碼 |
| 27 | HTFL | Heartflow Inc | +0.1% | +86.17% | 加碼 |
| 28 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +4.74% | 加碼 |
| 29 | IOT | Samsara Inc-cl A | +0.1% | +21.94% | 加碼 |
| 30 | AVGO | Broadcom Inc | +0.1% | +8.13% | 加碼 |
| 31 | ✓ | Establishment Labs Holdings In | +0.1% | -18.67% | 減碼 |
| 32 | JLL | Jones Lang Lasalle Inc | +0.1% | +0.04% | 加碼 |
| 33 | TTAN | Servicetitan Inc-a | +0.1% | +13.95% | 加碼 |
| 34 | AXON | Axon Enterprise Inc | +0.1% | +85.95% | 加碼 |
| 35 | LGN | Legence Corp-cl A | +0.1% | +0.23% | 加碼 |
| 36 | NVMI | Nova Ltd. | +0.1% | +40.86% | 加碼 |
| 37 | INSP | Inspire Medical Systems Inc | 0% | +77.60% | 加碼 |
| 38 | MPWR | Monolithic Power Systems Inc | 0% | +35.34% | 加碼 |
| 39 | CDNA | Caredx Inc | 0% | — | 不變 |
| 40 | SQM | Quimica Y Minera Chil-sp Adr | 0% | -6.46% | 減碼 |
| 41 | WING | Wingstop Inc | 0% | +34.71% | 加碼 |
| 42 | GOOGL | Alphabet Inc-cl A | 0% | +0.04% | 加碼 |
| 43 | ISRG | Intuitive Surgical Inc | 0% | -2.31% | 減碼 |
| 44 | ALKT | Alkami Technology Inc | 0% | +24.55% | 加碼 |
| 45 | ILMN | Illumina Inc | 0% | +5.51% | 加碼 |
| 46 | COO | Cooper Cos Inc/the | 0% | +0.11% | 加碼 |
| 47 | HLT | Hilton Worldwide Holdings In | 0% | +1.24% | 加碼 |
| 48 | RBC | RBC Bearings Inc | 0% | -7.49% | 減碼 |
| 49 | STEP | Stepstone Group Inc-class A | 0% | +22.11% | 加碼 |
| 50 | TEAM | Atlassian Corp-cl A | 0% | +25.12% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Bamco Inc /ny/ 在 Q4 2025 季度的美股持倉總市值約為 US$666.4億，共申報了 327 個公開持股部位。
在 Q4 2025 季度，Bamco Inc /ny/ 按市值排列的前三大核心持股分別為：TSLA (14.5%)、ACGL (4.7%)、MSCI (4.3%)。其中最大持股部位 TSLA 佔據整體投資組合約 14.5% 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
LLYVK
市值: US$1.3億
本季最大獲利了結 / 清倉標的
LLYVK*
前期市值: US$1.4億
在 Q4 2025 季度中，Bamco Inc /ny/ 共進行了 186 項持倉異動，包含新建倉 19 個部位、加碼 73 個部位、減碼 76 個部位以及清倉 18 個部位。 其中最大新建倉標的為 LLYVK。 本季清倉部位包含 LLYVK*。
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。