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: 0001808928
申報總市值
US$42.0億
US$42.0億
46 檔
23.1%
在 Q3 2024 的 13F 官方備案中，Cartenna Capital, LP 管理的美股投資組合規模來到 US$42.0億，整體持股檔數為 46 檔。
觀察 Q3 2024 的資金脈絡，Cartenna Capital, LP 在獲利結算 26 檔個股的同時，將資本重新部署至 26 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 Spdr S&P 500 Etf Tr Put Option, XLI 240920P00106000, TTWO）累計市值佔比達 23.1%，是驅動 Cartenna Capital, LP 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 | ✓ | Spdr S&P 500 Etf Tr Put Option | ETF-大型股與成長 | 13.47% | — | -52.00% | |
| 2 | ✓ | Xli 240920p00106000 | 股票-其他 | 10.60% | +8.38% | NEW | |
| 3 | TTWO | Take-Two Interactive Software, Inc. | 股票-通訊服務 | 5.71% | — | +20.18% | |
| 4 | ✓ | Invesco Exch Traded Fd Tr Ii | 股票-其他 | 4.91% | — | — | |
| 5 | WDC | Western Digital CORP | 股票-科技 | 3.34% | — | — | |
| 6 | APH | Amphenol Corp-cl A | 股票-科技 | 3.14% | +1.50% | +1130.00% | |
| 7 | ✓ | 股票-其他 | 2.95% | — | +94.06% | ||
| 8 | SMHC | VanEck China Semiconductor ETF | ETF-新興市場 | 2.88% | +3.90% | NEW | |
| 9 | PH | Parker Hannifin CORP | 股票-工業 | 2.66% | -4.65% | EXIT | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.51% | — | +34.15% | |
| 11 | HUBB | Hubbell Inc | 股票-工業 | 2.38% | — | — | |
| 12 | FLR | Fluor CORP | 股票-工業 | 2.36% | — | +7.66% | |
| 13 | IR | Ingersoll-rand Inc | 股票-工業 | 2.30% | — | — | |
| 14 | BKR | Baker Hughes Co | 股票-能源 | 2.30% | — | — | |
| 15 | ✓ | Six Flags Entertainment CORP | 股票-其他 | 2.21% | — | — | |
| 16 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 2.11% | — | -2.78% | |
| 17 | CR | Crane Co | 股票-工業 | 1.92% | +1.59% | NEW | |
| 18 | ✓ | Western Digital CORP. | 股票-其他 | 1.82% | — | — | |
| 19 | ✓ | Spdr Ser Tr | 股票-其他 | 1.76% | — | — | |
| 20 | MMM | 3m Co | 股票-工業 | 1.63% | +4.43% | NEW | |
| 21 | ✓ | Paychex Inc | 股票-其他 | 1.63% | — | — | |
| 22 | URI | United Rentals Inc | 股票-工業 | 1.58% | — | — | |
| 23 | ✓ | Fluor CORP New | 股票-其他 | 1.49% | — | +23.08% | |
| 24 | STLD | Steel Dynamics Inc | 股票-原物料 | 1.41% | — | — | |
| 25 | MSI | Motorola Solutions Inc | 股票-科技 | 1.36% | +1.05% | — | |
| 26 | TOL | Toll Brothers Inc | 股票-循環性消費 | 1.30% | — | — | |
| 27 | LEN | Lennar Corp-a | 股票-循環性消費 | 1.28% | — | — | |
| 28 | ✓ | Kbr Inc | 股票-其他 | 1.27% | — | — | |
| 29 | MU | Micron Technology Inc | 股票-科技 | 1.20% | — | — | |
| 30 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.17% | +0.50% | -50.77% | |
| 31 | LAD | Lithia Motors Inc | 股票-循環性消費 | 1.12% | — | — | |
| 32 | CNK | Cinemark Holdings Inc | 股票-其他 | 1.08% | — | -17.08% | |
| 33 | KBR | Kbr Inc | 股票-工業 | 1.08% | — | -60.83% | |
| 34 | ✓ | Cyberark Software LTD. Cmn | 股票-其他 | 1.06% | — | -38.33% | |
| 35 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.03% | +1.12% | NEW | |
| 36 | LFUS | Littelfuse Inc | 股票-科技 | 0.96% | — | — | |
| 37 | TDG | Transdigm Group Inc | 股票-工業 | 0.92% | — | -50.75% | |
| 38 | BLDR | Builders Firstsource Inc | 股票-工業 | 0.87% | — | — | |
| 39 | KNX | Knight-swift Transportation | 股票-工業 | 0.84% | — | -54.29% | |
| 40 | FUN | Six Flags Entertainment CORP | 股票-其他 | 0.83% | — | — | |
| 41 | PKG | Packaging CORP Of America | 股票-循環性消費 | 0.80% | — | — | |
| 42 | HD | Home Depot Inc | 股票-循環性消費 | 0.79% | — | -60.00% | |
| 43 | ATMU | Atmus Filtration Technologie | 股票-循環性消費 | 0.78% | — | — | |
| 44 | BBY | Best Buy Co Inc | 股票-循環性消費 | 0.53% | — | — | |
| 45 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.42% | — | — | |
| 46 | BWXT | Bwx Technologies Inc | 股票-工業 | 0.21% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ✓ | Invesco Exch Traded Fd Tr Ii | +4.9% | NEW | 新建倉 |
| 2 | WDC | Western Digital CORP | +3.3% | NEW | 新建倉 |
| 3 | SMHC | VanEck China Semiconductor ETF | +2.9% | NEW | 新建倉 |
| 4 | APH | Amphenol Corp-cl A | +2.9% | +1130.00% | 加碼 |
| 5 | HUBB | Hubbell Inc | +2.4% | NEW | 新建倉 |
| 6 | IR | Ingersoll-rand Inc | +2.3% | NEW | 新建倉 |
| 7 | BKR | Baker Hughes Co | +2.3% | NEW | 新建倉 |
| 8 | ✓ | Six Flags Entertainment CORP | +2.2% | NEW | 新建倉 |
| 9 | ✓ | Western Digital CORP. | +1.8% | NEW | 新建倉 |
| 10 | ✓ | Spdr Ser Tr | +1.8% | NEW | 新建倉 |
| 11 | ✓ | Paychex Inc | +1.6% | NEW | 新建倉 |
| 12 | URI | United Rentals Inc | +1.6% | NEW | 新建倉 |
| 13 | ✓ | +1.5% | +94.06% | 加碼 | |
| 14 | STLD | Steel Dynamics Inc | +1.4% | NEW | 新建倉 |
| 15 | MSI | Motorola Solutions Inc | +1.4% | NEW | 新建倉 |
| 16 | TOL | Toll Brothers Inc | +1.3% | NEW | 新建倉 |
| 17 | LEN | Lennar Corp-a | +1.3% | NEW | 新建倉 |
| 18 | MU | Micron Technology Inc | +1.2% | NEW | 新建倉 |
| 19 | LAD | Lithia Motors Inc | +1.1% | NEW | 新建倉 |
| 20 | SBUX | Starbucks CORP | +1% | NEW | 新建倉 |
| 21 | TTWO | Take-Two Interactive Software, Inc. | +1% | +20.18% | 加碼 |
| 22 | CR | Crane Co | +1% | +87.88% | 加碼 |
| 23 | LFUS | Littelfuse Inc | +1% | NEW | 新建倉 |
| 24 | JNJ | Johnson & Johnson | +1% | +34.15% | 加碼 |
| 25 | BLDR | Builders Firstsource Inc | +0.9% | NEW | 新建倉 |
| 26 | FUN | Six Flags Entertainment CORP | +0.8% | NEW | 新建倉 |
| 27 | PH | Parker Hannifin CORP | +0.8% | +13.16% | 加碼 |
| 28 | PKG | Packaging CORP Of America | +0.8% | NEW | 新建倉 |
| 29 | ATMU | Atmus Filtration Technologie | +0.8% | NEW | 新建倉 |
| 30 | BBY | Best Buy Co Inc | +0.5% | NEW | 新建倉 |
| 31 | BABA | Alibaba Group Holding-sp Adr | +0.4% | NEW | 新建倉 |
| 32 | ✓ | Fluor CORP New | +0.4% | +23.08% | 加碼 |
| 33 | FLR | Fluor CORP | +0.4% | +7.66% | 加碼 |
| 34 | BWXT | Bwx Technologies Inc | +0.2% | NEW | 新建倉 |
| 35 | CNK | Cinemark Holdings Inc | +0.1% | -17.08% | 減碼 |
| 36 | ✓ | Kbr Inc | +0.1% | — | 不變 |
| 37 | TTWO | Take-two Interactive Softwre | 0% | -2.78% | 減碼 |
| 38 | FIP | Ftai Infrastructure Inc | -0.2% | EXIT | 清倉 |
| 39 | MMM | 3m Co | -0.3% | -39.00% | 減碼 |
| 40 | ✓ | Cyberark Software LTD | -0.4% | EXIT | 清倉 |
| 41 | ✓ | Sentinelone Inc | -0.4% | EXIT | 清倉 |
| 42 | ✓ | Cyberark Software LTD. Cmn | -0.5% | -38.33% | 減碼 |
| 43 | ✓ | Frontdoor Inc | -0.6% | EXIT | 清倉 |
| 44 | TDG | Transdigm Group Inc | -0.7% | -50.75% | 減碼 |
| 45 | GE | General Electric | -0.8% | EXIT | 清倉 |
| 46 | GEV | GE Vernova Inc | -0.8% | EXIT | 清倉 |
| 47 | LMT | Lockheed Martin CORP | -0.8% | EXIT | 清倉 |
| 48 | ✓ | Amazon Com Inc | -0.8% | EXIT | 清倉 |
| 49 | ✓ | -0.8% | EXIT | 清倉 | |
| 50 | KNX | Knight-swift Transportation | -0.8% | -54.29% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Cartenna Capital, LP 在 Q3 2024 季度的美股持倉總市值約為 US$42.0億，共申報了 46 個公開持股部位。
在 Q3 2024 季度，Cartenna Capital, LP 按市值排列的前三大核心持股分別為：Spdr S&P 500 Etf Tr Put Option (13.5%)、XLI 240920P00106000 (10.6%)、TTWO (5.7%)。其中最大持股部位 Spdr S&P 500 Etf Tr Put Option 佔據整體投資組合約 13.5% 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
INVESCO EXCH TRADED FD TR II
市值: US$1.3億
本季最大獲利了結 / 清倉標的
HUBS
前期市值: US$6192.8萬
在 Q3 2024 季度中，Cartenna Capital, LP 共進行了 71 項持倉異動，包含新建倉 26 個部位、加碼 8 個部位、減碼 11 個部位以及清倉 26 個部位。 其中最大新建倉標的為 INVESCO EXCH TRADED FD TR II。 本季清倉部位包含 HUBS。
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。