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: 0001594320
申報總市值
US$26.2億
US$26.2億
55 檔
21.5%
在 Q3 2024 申報期間，Coronation Fund Managers Ltd.（CIK: 0001594320）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$26.2億，共持有 55 個公開申報部位。
在 Q3 2024 期間，Coronation Fund Managers Ltd. 展現了靈活的資產再平衡步調，透過出清 7 檔弱勢或達到目標價部位，將資金轉置於 5 檔新建倉標的之中。
在資產配置集中度方面，Coronation Fund Managers Ltd. 的前 5 大核心持股（包含 GRAB, PDD, CPNG 等）合計佔整體申報市值的 21.5%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | GRAB | Grab Holdings Limited | 股票-科技 | 7.11% | +2.15% | +11.36% | |
| 2 | PDD | Pdd Holdings Inc | 股票-循環性消費 | 6.82% | — | +19.65% | |
| 3 | CPNG | Coupang Inc | 股票-循環性消費 | 6.56% | -1.84% | +139.09% | |
| 4 | MLCO | Melco Resorts & Entert-adr | 股票-其他 | 5.65% | -2.52% | +15.01% | |
| 5 | SE | Sea Ltd-adr | 股票-通訊服務 | 5.13% | +0.20% | +26.10% | |
| 6 | MELI | Mercadolibre Inc | 股票-循環性消費 | 3.83% | +0.77% | -36.88% | |
| 7 | TME | Tencent Music Entertainm-adr | 股票-通訊服務 | 3.78% | — | +84.61% | |
| 8 | NU | Nu Holdings Ltd. | 股票-金融 | 3.40% | +1.46% | -39.99% | |
| 9 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 2.81% | -1.29% | +68.23% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.73% | +0.15% | -1.34% | |
| 11 | ASAIY | Sendas Distribuidora SA | 股票-其他 | 2.63% | — | -7.40% | |
| 12 | ELV | Elevance Health Inc | 股票-醫療保健 | 2.60% | +0.44% | +5.14% | |
| 13 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 2.52% | +0.01% | -14.43% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.50% | +0.19% | -6.02% | |
| 15 | CP | Canadian Pacific Kansas City | 股票-工業 | 2.46% | -0.01% | -27.12% | |
| 16 | STNE | StoneCo Ltd. | 股票-其他 | 2.29% | — | +43.36% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.14% | +0.16% | -11.81% | |
| 18 | KSPI | Jsc Kaspi.kz Adr | 股票-其他 | 2.11% | -0.22% | +2.14% | |
| 19 | IBN | Icici Bank Ltd-spon Adr | 股票-金融 | 2.03% | +0.01% | NEW | |
| 20 | SKAA | Skechers USA Inc-cl A | 股票-其他 | 1.85% | — | +378.64% | |
| 21 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 1.77% | -0.38% | +19.12% | |
| 22 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.76% | -0.91% | -2.68% | |
| 23 | TPR | Tapestry Inc | 股票-循環性消費 | 1.68% | — | +33.80% | |
| 24 | WBD | Warner Bros Discovery Inc | 股票-通訊服務 | 1.68% | — | +18.70% | |
| 25 | GPN | Global Payments Inc | 股票-工業 | 1.57% | — | +13.45% | |
| 26 | RYAAY | Ryanair Holdings Plc-sp Adr | 股票-工業 | 1.51% | — | +275.43% | |
| 27 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.38% | -0.64% | -5.91% | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 1.38% | +0.03% | -34.84% | |
| 29 | FMX | Fomento Economico Mex-sp Adr | 股票-其他 | 1.35% | — | -0.90% | |
| 30 | CNI | Canadian Natl Railway Co | 股票-工業 | 1.33% | — | -31.39% | |
| 31 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.13% | +0.54% | -17.52% | |
| 32 | MSFT | Microsoft CORP | 股票-科技 | 1.01% | -0.04% | +8.51% | |
| 33 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.99% | -0.11% | — | |
| 34 | PM | Philip Morris International | 股票-非循環性消費 | 0.98% | — | -58.17% | |
| 35 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.93% | -0.27% | -37.78% | |
| 36 | CRM | Salesforce Inc | 股票-科技 | 0.86% | — | — | |
| 37 | DT | Dynatrace Inc | 股票-科技 | 0.85% | — | — | |
| 38 | NTES | Netease Inc-adr | 股票-通訊服務 | 0.84% | — | +54.40% | |
| 39 | Z | Zillow Group Inc - C | 股票-通訊服務 | 0.78% | -0.13% | -19.50% | |
| 40 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.77% | -0.11% | -21.32% | |
| 41 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 0.76% | +0.07% | +2.24% | |
| 42 | RVTY | Revvity Inc | 股票-醫療保健 | 0.66% | — | -22.57% | |
| 43 | EQR | Equity Residential | 股票-房地產 | 0.59% | -0.02% | -3.06% | |
| 44 | CPT | Camden Property Trust | 股票-房地產 | 0.58% | -0.01% | -9.40% | |
| 45 | PLAY | Dave & Buster's Entertainmen | 股票-其他 | 0.51% | — | -5.65% | |
| 46 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.28% | -0.05% | EXIT | |
| 47 | KKR | Kkr & Co Inc | 股票-金融 | 0.21% | — | -46.31% | |
| 48 | MA | Mastercard Inc - A | 股票-金融 | 0.20% | +2.57% | — | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.18% | +0.01% | -34.75% | |
| 50 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.17% | — | +21.60% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CPNG | Coupang Inc | +4.1% | +139.09% | 加碼 |
| 2 | SE | Sea Ltd-adr | +1.9% | +26.10% | 加碼 |
| 3 | SKAA | Skechers USA Inc-cl A | +1.4% | +378.64% | 加碼 |
| 4 | TME | Tencent Music Entertainm-adr | +1.3% | +84.61% | 加碼 |
| 5 | DIS | Walt Disney Co/the | +1% | NEW | 新建倉 |
| 6 | PDD | Pdd Holdings Inc | +1% | +19.65% | 加碼 |
| 7 | GRAB | Grab Holdings Limited | +0.9% | +11.36% | 加碼 |
| 8 | CRM | Salesforce Inc | +0.9% | NEW | 新建倉 |
| 9 | DT | Dynatrace Inc | +0.9% | NEW | 新建倉 |
| 10 | MLCO | Melco Resorts & Entert-adr | +0.8% | +15.01% | 加碼 |
| 11 | LPLA | Lpl Financial Holdings Inc | +0.7% | +68.23% | 加碼 |
| 12 | STNE | StoneCo Ltd. | +0.5% | +43.36% | 加碼 |
| 13 | TPR | Tapestry Inc | +0.5% | +33.80% | 加碼 |
| 14 | SPOT | Spotify Technology S.A. | +0.5% | +19.12% | 加碼 |
| 15 | RYAAY | Ryanair Holdings Plc-sp Adr | +0.4% | +275.43% | 加碼 |
| 16 | WBD | Warner Bros Discovery Inc | +0.4% | +18.70% | 加碼 |
| 17 | NKE | Nike Inc -cl B | +0.3% | NEW | 新建倉 |
| 18 | NTES | Netease Inc-adr | +0.3% | +54.40% | 加碼 |
| 19 | GPN | Global Payments Inc | +0.2% | +13.45% | 加碼 |
| 20 | META | Meta Platforms Inc-class A | +0.1% | -6.02% | 減碼 |
| 21 | LULU | Lululemon Athletica Inc | +0.1% | NEW | 新建倉 |
| 22 | Z | Zillow Group Inc - C | +0.1% | -19.50% | 減碼 |
| 23 | SBUX | Starbucks CORP | +0.1% | +21.60% | 加碼 |
| 24 | ICE | Intercontinental Exchange In | -0.1% | EXIT | 清倉 |
| 25 | SPGI | S&p Global Inc | -0.1% | EXIT | 清倉 |
| 26 | TSM | Taiwan Semiconductor-sp Adr | -0.1% | -34.75% | 減碼 |
| 27 | KKR | Kkr & Co Inc | -0.1% | -46.31% | 減碼 |
| 28 | PLAY | Dave & Buster's Entertainmen | -0.1% | -5.65% | 減碼 |
| 29 | KMI | Kinder Morgan, Inc. | -0.2% | -21.32% | 減碼 |
| 30 | TMO | Thermo Fisher Scientific Inc | -0.2% | -17.52% | 減碼 |
| 31 | IBKR | Interactive Brokers Gro-cl A | -0.2% | -14.43% | 減碼 |
| 32 | FMX | Fomento Economico Mex-sp Adr | -0.2% | -0.90% | 減碼 |
| 33 | AMZN | Amazon.com Inc | -0.3% | -1.34% | 減碼 |
| 34 | IBN | Icici Bank Ltd-spon Adr | -0.3% | -13.05% | 減碼 |
| 35 | SCHW | Schwab (charles) CORP | -0.4% | -2.68% | 減碼 |
| 36 | XYZ | Block Inc | -0.4% | EXIT | 清倉 |
| 37 | UNH | Unitedhealth Group Inc | -0.4% | -37.78% | 減碼 |
| 38 | KSPI | Jsc Kaspi.kz Adr | -0.5% | +2.14% | 加碼 |
| 39 | GOOGL | Alphabet Inc-cl A | -0.6% | -11.81% | 減碼 |
| 40 | INFY | Infosys Ltd-sp Adr | -0.7% | EXIT | 清倉 |
| 41 | CNI | Canadian Natl Railway Co | -0.7% | -31.39% | 減碼 |
| 42 | V | Visa Inc-class A Shares | -0.7% | -34.84% | 減碼 |
| 43 | CP | Canadian Pacific Kansas City | -0.8% | -27.12% | 減碼 |
| 44 | ✓ | Despegar.com CORP | -0.8% | EXIT | 清倉 |
| 45 | PM | Philip Morris International | -1.1% | -58.17% | 減碼 |
| 46 | MELI | Mercadolibre Inc | -1.2% | -36.88% | 減碼 |
| 47 | SMARGBP | Smartsheet Inc-class A | -1.3% | EXIT | 清倉 |
| 48 | ASAIY | Sendas Distribuidora SA | -1.4% | -7.40% | 減碼 |
| 49 | NU | Nu Holdings Ltd. | -2.2% | -39.99% | 減碼 |
| 50 | AU | AngloGold Ashanti plc | -2.9% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Coronation Fund Managers Ltd. 在 Q3 2024 季度的美股持倉總市值約為 US$26.2億，共申報了 55 個公開持股部位。
在 Q3 2024 季度，Coronation Fund Managers Ltd. 按市值排列的前三大核心持股分別為：GRAB (7.1%)、PDD (6.8%)、CPNG (6.6%)。其中最大持股部位 GRAB 佔據整體投資組合約 7.1% 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
DIS
市值: US$1776.9萬
本季最大獲利了結 / 清倉標的
AU
前期市值: US$5071.9萬
在 Q3 2024 季度中，Coronation Fund Managers Ltd. 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 17 個部位、減碼 21 個部位以及清倉 7 個部位。 其中最大新建倉標的為 DIS。 本季清倉部位包含 AU。
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。