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: 0001315868
申報總市值
US$106.0億
US$106.0億
104 檔
15.0%
Q4 2024 季度申報顯示，Burgundy Asset Management Ltd. 揭露的美股組合總市值為 US$106.0億，涵蓋 104 個不同之權益投資部位。
Q4 2024 的申報記錄反映 Burgundy Asset Management Ltd. 的板塊替換策略：機構本季推動了 24 筆增持與 26 筆減持，籌碼呈現明顯的結構重組。
整體而言，Burgundy Asset Management Ltd. 的前 5 大持股（包含 SSNC, PRI, WTW）貢獻了組合市值的 15.0%，形成該機構在 Q4 2024 季度的基本面基石。
| # | 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 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 3.83% | -0.15% | -2.22% | |
| 2 | PRI | Primerica Inc | 股票-金融 | 3.53% | -0.49% | +1.67% | |
| 3 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 2.95% | -0.45% | -9.02% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.88% | +0.17% | -9.11% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.83% | +0.40% | -18.47% | |
| 6 | ALSN | Allison Transmission Holding | 股票-循環性消費 | 2.70% | -0.40% | -18.79% | |
| 7 | ICE | Intercontinental Exchange In | 股票-金融 | 2.62% | — | -8.96% | |
| 8 | WH | Wyndham Hotels & Resorts Inc | 股票-循環性消費 | 2.34% | — | +1.67% | |
| 9 | EME | Emcor Group Inc | 股票-工業 | 2.21% | +0.63% | +1.64% | |
| 10 | HLI | Houlihan Lokey Inc | 股票-金融 | 2.20% | +0.30% | +1.65% | |
| 11 | GMED | Globus Medical Inc - A | 股票-醫療保健 | 2.19% | — | +1.68% | |
| 12 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 1.99% | -0.40% | +3.60% | |
| 13 | EA | Electronic Arts Inc | 股票-通訊服務 | 1.93% | — | -8.96% | |
| 14 | OPLN | Openlane Inc | 股票-其他 | 1.86% | +0.33% | +1.69% | |
| 15 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.83% | +0.09% | -9.31% | |
| 16 | COR | Cencora Inc | 股票-醫療保健 | 1.81% | -0.56% | -8.96% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.76% | — | -8.82% | |
| 18 | MDT | Medtronic plc | 股票-醫療保健 | 1.76% | — | — | |
| 19 | ROST | Ross Stores Inc | 股票-循環性消費 | 1.76% | +0.03% | -9.36% | |
| 20 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.73% | — | +3.88% | |
| 21 | CBZ | Cbiz Inc | 股票-其他 | 1.72% | -0.34% | +1.52% | |
| 22 | AWI | Armstrong World Industries | 股票-工業 | 1.71% | +0.56% | +1.68% | |
| 23 | MA | Mastercard Inc - A | 股票-金融 | 1.69% | — | -9.01% | |
| 24 | NWSA | News CORP - Class A | 股票-通訊服務 | 1.61% | — | -9.44% | |
| 25 | GNTX | Gentex CORP | 股票-循環性消費 | 1.60% | +0.22% | +1.60% | |
| 26 | LOPE | Grand Canyon Education Inc | 股票-非循環性消費 | 1.46% | +0.16% | +1.69% | |
| 27 | AMH | American Homes 4 Rent- A | 股票-房地產 | 1.45% | — | +1.61% | |
| 28 | CME | Cme Group Inc | 股票-金融 | 1.44% | — | -9.15% | |
| 29 | CARR | Carrier Global CORP | 股票-工業 | 1.34% | — | -23.90% | |
| 30 | DLTR | Dollar Tree Inc | 股票-非循環性消費 | 1.31% | -0.84% | -9.89% | |
| 31 | KVUE | Kenvue Inc | 股票-非循環性消費 | 1.30% | — | -9.04% | |
| 32 | LNWO | Light & Wonder Inc | 股票-其他 | 1.29% | — | +1.96% | |
| 33 | PAG | Penske Automotive Group Inc | 股票-循環性消費 | 1.24% | +0.25% | +1.65% | |
| 34 | TD | Toronto-dominion Bank | 股票-金融 | 1.21% | +0.14% | +137.29% | |
| 35 | STRA | Strategic Education Inc | 股票-其他 | 1.19% | — | +1.65% | |
| 36 | HSIC | Henry Schein Inc | 股票-醫療保健 | 1.17% | — | -9.11% | |
| 37 | CABO | Cable One Inc | 股票-通訊服務 | 1.16% | -0.39% | +6.58% | |
| 38 | EEFT | Euronet Worldwide Inc | 股票-科技 | 1.14% | — | +21.02% | |
| 39 | SYY | Sysco CORP | 股票-非循環性消費 | 1.12% | -1.00% | +251.60% | |
| 40 | KMT | Kennametal Inc | 股票-其他 | 1.12% | — | -8.65% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.11% | — | -30.90% | |
| 42 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.11% | — | — | |
| 43 | SSD | Simpson Manufacturing Co Inc | 股票-原物料 | 1.06% | +0.14% | +1.77% | |
| 44 | EBAY | Ebay Inc | 股票-循環性消費 | 0.95% | — | -8.96% | |
| 45 | DV | Doubleverify Holdings Inc | 股票-其他 | 0.95% | — | +73.17% | |
| 46 | TFC | Truist Financial CORP | 股票-金融 | 0.93% | — | -9.17% | |
| 47 | HLMN | Hillman Solutions CORP | 股票-其他 | 0.87% | +0.18% | +1.84% | |
| 48 | ORCL | Oracle CORP | 股票-科技 | 0.83% | +0.30% | -29.30% | |
| 49 | STN | Stantec Inc | 股票-其他 | 0.80% | — | -0.52% | |
| 50 | RY | Royal Bank Of Canada | 股票-金融 | 0.79% | +0.13% | -0.41% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MDT | Medtronic plc | +1.8% | NEW | 新建倉 |
| 2 | SYY | Sysco CORP | +0.8% | +251.60% | 加碼 |
| 3 | TD | Toronto-dominion Bank | +0.6% | +137.29% | 加碼 |
| 4 | WH | Wyndham Hotels & Resorts Inc | +0.6% | +1.67% | 加碼 |
| 5 | DV | Doubleverify Holdings Inc | +0.5% | +73.17% | 加碼 |
| 6 | ALRM | Alarm.com Holdings Inc | +0.4% | NEW | 新建倉 |
| 7 | GMED | Globus Medical Inc - A | +0.4% | +1.68% | 加碼 |
| 8 | CBZ | Cbiz Inc | +0.4% | +1.52% | 加碼 |
| 9 | OPLN | Openlane Inc | +0.3% | +1.69% | 加碼 |
| 10 | EYE | National Vision Holdings Inc | +0.3% | +138.55% | 加碼 |
| 11 | HLI | Houlihan Lokey Inc | +0.3% | +1.65% | 加碼 |
| 12 | EEFT | Euronet Worldwide Inc | +0.3% | +21.02% | 加碼 |
| 13 | LOPE | Grand Canyon Education Inc | +0.2% | +1.69% | 加碼 |
| 14 | PRI | Primerica Inc | +0.2% | +1.67% | 加碼 |
| 15 | CNI | Canadian Natl Railway Co | +0.2% | +51.95% | 加碼 |
| 16 | EME | Emcor Group Inc | +0.2% | +1.64% | 加碼 |
| 17 | AWI | Armstrong World Industries | +0.2% | +1.68% | 加碼 |
| 18 | BFAM | Bright Horizons Family Solut | +0.2% | NEW | 新建倉 |
| 19 | EFA | Ishares Msci Eafe ETF | +0.2% | NEW | 新建倉 |
| 20 | AMZN | Amazon.com Inc | +0.2% | -9.31% | 減碼 |
| 21 | CABO | Cable One Inc | +0.1% | +6.58% | 加碼 |
| 22 | MAIN | Main Street Capital CORP | +0.1% | +1.51% | 加碼 |
| 23 | NWSA | News CORP - Class A | -0.1% | -9.44% | 減碼 |
| 24 | EA | Electronic Arts Inc | -0.1% | -8.96% | 減碼 |
| 25 | SSD | Simpson Manufacturing Co Inc | -0.1% | +1.77% | 加碼 |
| 26 | PEGA | Pegasystems Inc | -0.1% | EXIT | 清倉 |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -19.55% | 減碼 |
| 28 | ROST | Ross Stores Inc | -0.1% | -9.36% | 減碼 |
| 29 | EBAY | Ebay Inc | -0.1% | -8.96% | 減碼 |
| 30 | COR | Cencora Inc | -0.1% | -8.96% | 減碼 |
| 31 | GOOGL | Alphabet Inc-cl A | -0.2% | -18.47% | 減碼 |
| 32 | HSIC | Henry Schein Inc | -0.2% | -9.11% | 減碼 |
| 33 | EL | Estee Lauder Companies-cl A | -0.2% | -9.07% | 減碼 |
| 34 | KMT | Kennametal Inc | -0.2% | -8.65% | 減碼 |
| 35 | ALSN | Allison Transmission Holding | -0.2% | -18.79% | 減碼 |
| 36 | RCI | Rogers Communications Inc-b | -0.2% | -0.68% | 減碼 |
| 37 | KVUE | Kenvue Inc | -0.2% | -9.04% | 減碼 |
| 38 | GOGO | Gogo Inc | -0.3% | EXIT | 清倉 |
| 39 | MSFT | Microsoft CORP | -0.3% | -9.11% | 減碼 |
| 40 | BN | Brookfield CORP | -0.3% | -38.95% | 減碼 |
| 41 | MDLZ | Mondelez International Inc-a | -0.3% | +3.60% | 加碼 |
| 42 | ORCL | Oracle CORP | -0.4% | -29.30% | 減碼 |
| 43 | JNJ | Johnson & Johnson | -0.4% | -8.82% | 減碼 |
| 44 | ICE | Intercontinental Exchange In | -0.4% | -8.96% | 減碼 |
| 45 | MKTX | Marketaxess Holdings Inc | -0.5% | -39.71% | 減碼 |
| 46 | PG | Procter & Gamble Co/the | -0.5% | -30.90% | 減碼 |
| 47 | SNX | TD Synnex CORP | -0.6% | -77.63% | 減碼 |
| 48 | HP5A | Equity Commonwealth | -0.7% | +0.25% | 加碼 |
| 49 | BAM | Brookfield Asset Mgmt-a | -0.7% | -97.86% | 減碼 |
| 50 | CARR | Carrier Global CORP | -0.7% | -23.90% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Burgundy Asset Management Ltd. 在 Q4 2024 季度的美股持倉總市值約為 US$106.0億，共申報了 104 個公開持股部位。
在 Q4 2024 季度，Burgundy Asset Management Ltd. 按市值排列的前三大核心持股分別為：SSNC (3.8%)、PRI (3.5%)、WTW (3.0%)。其中最大持股部位 SSNC 佔據整體投資組合約 3.8% 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
MDT
市值: US$1.7億
本季最大獲利了結 / 清倉標的
GOGO
前期市值: US$2581.5萬
在 Q4 2024 季度中，Burgundy Asset Management Ltd. 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 20 個部位、減碼 24 個部位以及清倉 2 個部位。 其中最大新建倉標的為 MDT。 本季清倉部位包含 GOGO。
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。