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: 0001050442
申報總市值
US$59.1億
US$59.1億
69 檔
25.4%
根據最新整理的 13F 季度數據集，Disciplined Growth Investors Inc /mn 於 Q3 2024 結束時的管理資產規模為 US$59.1億。該機構在本季度申報了 69 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q3 2024，Disciplined Growth Investors Inc /mn 操作展現出積極擴展與加碼意向。本季共新建倉 6 個新部位，並對 50 個既有持股進行加碼（合計增持 56 檔），相較減碼與清倉部位顯著佔優。
整體而言，Disciplined Growth Investors Inc /mn 的前 5 大持股（包含 SMCI, PLXS, P）貢獻了組合市值的 25.4%，形成該機構在 Q3 2024 季度的基本面基石。
本季最大新建倉標的
SMCI
市值: US$4.3億
本季最大獲利了結 / 清倉標的
SMCIUSD
前期市值: US$8.3億
| # | 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 | SMCI | Super Micro Computer Inc | 股票-科技 | 8.22% | -1.00% | — | |
| 2 | PLXS | Plexus CORP | 股票-科技 | 5.61% | +1.15% | +2.82% | |
| 3 | P | Everpure Inc-a | 股票-科技 | 5.40% | +0.56% | +3.22% | |
| 4 | GRMN | Garmin Ltd. | 股票-科技 | 4.66% | -0.98% | +3.60% | |
| 5 | ANETEUR | Arista Networks Inc | 股票-其他 | 4.45% | — | +1.65% | |
| 6 | SWN1EUR | Southwestern Energy Co | 股票-其他 | 4.24% | — | +2.96% | |
| 7 | ALGN | Align Technology Inc | 股票-醫療保健 | 3.62% | -0.48% | +6.43% | |
| 8 | IDCC | Interdigital Inc | 股票-科技 | 3.03% | -0.99% | +3.65% | |
| 9 | ALRM | Alarm.com Holdings Inc | 股票-其他 | 2.97% | -0.05% | +6.04% | |
| 10 | CGNX | Cognex CORP | 股票-科技 | 2.87% | +0.75% | +8.88% | |
| 11 | AKAM | Akamai Technologies Inc | 股票-科技 | 2.86% | -0.63% | +6.29% | |
| 12 | FND | Floor & Decor Holdings Inc-a | 股票-循環性消費 | 2.78% | -0.03% | +5.32% | |
| 13 | MCHP | Microchip Technology Inc | 股票-科技 | 2.76% | -0.91% | +4.57% | |
| 14 | POWI | Power Integrations Inc | 股票-科技 | 2.56% | +0.63% | +3.98% | |
| 15 | GNTX | Gentex CORP | 股票-循環性消費 | 2.52% | -0.07% | +5.50% | |
| 16 | CTRA | Coterra Energy Inc | 股票-能源 | 2.42% | -4.60% | EXIT | |
| 17 | INTU | Intuit Inc | 股票-科技 | 2.32% | -0.39% | +1.35% | |
| 18 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 2.31% | -0.30% | +0.35% | |
| 19 | SMTC | Semtech CORP | 股票-科技 | 2.25% | -0.85% | +4.61% | |
| 20 | DLB | Dolby Laboratories Inc-cl A | 股票-工業 | 2.12% | -0.45% | +4.53% | |
| 21 | LGIH | Lgi Homes Inc | 股票-其他 | 2.11% | +0.30% | +3.68% | |
| 22 | SNA | Snap-on Inc | 股票-工業 | 2.09% | -0.21% | +4.40% | |
| 23 | RCL | Royal Caribbean Cruises Ltd. | 股票-循環性消費 | 1.98% | — | +2.34% | |
| 24 | CLB | Core Laboratories Inc | 股票-其他 | 1.98% | -1.10% | +26.74% | |
| 25 | ADSK | Autodesk Inc | 股票-科技 | 1.86% | -0.46% | +2.69% | |
| 26 | MYGN | Myriad Genetics Inc | 股票-其他 | 1.31% | — | +21.08% | |
| 27 | LSTR | Landstar System Inc | 股票-工業 | 1.17% | — | +2.95% | |
| 28 | GNRC | Generac Holdings Inc | 股票-工業 | 1.16% | +0.45% | +5.64% | |
| 29 | PRLB | Proto Labs Inc | 股票-其他 | 1.14% | +0.38% | +5.66% | |
| 30 | MSM | Msc Industrial Direct Co-a | 股票-工業 | 1.04% | — | +5.78% | |
| 31 | KRNT | Kornit Digital Ltd. | 股票-其他 | 1.03% | -0.07% | +2.58% | |
| 32 | THRM | Gentherm Inc | 股票-其他 | 1.03% | — | +2.01% | |
| 33 | VSAT | Viasat Inc | 股票-科技 | 1.00% | +1.90% | +28.12% | |
| 34 | UAA | Under Armour Inc-class A | 股票-循環性消費 | 0.97% | — | +6.06% | |
| 35 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 0.95% | +0.07% | +5.47% | |
| 36 | AIOT | Powerfleet Inc | 股票-其他 | 0.84% | -0.05% | +5.11% | |
| 37 | STRA | Strategic Education Inc | 股票-其他 | 0.81% | — | +2.24% | |
| 38 | IPGP | Ipg Photonics CORP | 股票-科技 | 0.75% | -0.19% | +8.94% | |
| 39 | SFIX | Stitch Fix Inc-class A | 股票-其他 | 0.73% | +0.05% | +48.10% | |
| 40 | GGG | Graco Inc | 股票-工業 | 0.69% | -0.16% | +3.42% | |
| 41 | SPSC | Sps Commerce Inc | 股票-科技 | 0.62% | +1.14% | -0.02% | |
| 42 | TREX | Trex Company Inc | 股票-工業 | 0.52% | -0.01% | +0.42% | |
| 43 | MLKN | Millerknoll Inc | 股票-其他 | 0.40% | -0.15% | EXIT | |
| 44 | PAYX | Paychex Inc | 股票-科技 | 0.39% | -0.02% | +9.98% | |
| 45 | DV | Doubleverify Holdings Inc | 股票-其他 | 0.37% | +1.02% | — | |
| 46 | VZIOEUR | Vizio Holding Corp-a | 股票-其他 | 0.33% | — | -54.20% | |
| 47 | GEOS | Geospace Technologies CORP | 股票-其他 | 0.30% | -0.28% | EXIT | |
| 48 | ZIP | Ziprecruiter Inc-a | 股票-其他 | 0.27% | +0.10% | +52.19% | |
| 49 | PGNY | Progyny Inc | 股票-其他 | 0.26% | +0.38% | +56.45% | |
| 50 | INMD | InMode Ltd. | 股票-其他 | 0.26% | +0.01% | +0.40% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SMCI | Super Micro Computer Inc | +8.2% | NEW | 新建倉 |
| 2 | PLXS | Plexus CORP | +1.5% | +2.82% | 加碼 |
| 3 | SMTC | Semtech CORP | +0.9% | +4.61% | 加碼 |
| 4 | FND | Floor & Decor Holdings Inc-a | +0.7% | +5.32% | 加碼 |
| 5 | IDCC | Interdigital Inc | +0.6% | +3.65% | 加碼 |
| 6 | LGIH | Lgi Homes Inc | +0.6% | +3.68% | 加碼 |
| 7 | GRMN | Garmin Ltd. | +0.5% | +3.60% | 加碼 |
| 8 | AKAM | Akamai Technologies Inc | +0.5% | +6.29% | 加碼 |
| 9 | ANETEUR | Arista Networks Inc | +0.5% | +1.65% | 加碼 |
| 10 | KRNT | Kornit Digital Ltd. | +0.5% | +2.58% | 加碼 |
| 11 | ALGN | Align Technology Inc | +0.4% | +6.43% | 加碼 |
| 12 | DV | Doubleverify Holdings Inc | +0.4% | NEW | 新建倉 |
| 13 | MYGN | Myriad Genetics Inc | +0.4% | +21.08% | 加碼 |
| 14 | SWN1EUR | Southwestern Energy Co | +0.4% | +2.96% | 加碼 |
| 15 | UAA | Under Armour Inc-class A | +0.3% | +6.06% | 加碼 |
| 16 | SNA | Snap-on Inc | +0.3% | +4.40% | 加碼 |
| 17 | CLB | Core Laboratories Inc | +0.3% | +26.74% | 加碼 |
| 18 | GNRC | Generac Holdings Inc | +0.3% | +5.64% | 加碼 |
| 19 | RCL | Royal Caribbean Cruises Ltd. | +0.2% | +2.34% | 加碼 |
| 20 | ADSK | Autodesk Inc | +0.2% | +2.69% | 加碼 |
| 21 | ISRG | Intuitive Surgical Inc | +0.2% | +0.35% | 加碼 |
| 22 | MLKN | Millerknoll Inc | +0.2% | +157.37% | 加碼 |
| 23 | VSAT | Viasat Inc | +0.2% | +28.12% | 加碼 |
| 24 | MSM | Msc Industrial Direct Co-a | +0.1% | +5.78% | 加碼 |
| 25 | AIOT | Powerfleet Inc | +0.1% | +5.11% | 加碼 |
| 26 | FOXF | Fox Factory Holding CORP | +0.1% | NEW | 新建倉 |
| 27 | SSTI | Soundthinking Inc | +0.1% | NEW | 新建倉 |
| 28 | ZIP | Ziprecruiter Inc-a | +0.1% | +52.19% | 加碼 |
| 29 | VTY | Verint Systems Inc | +0.1% | NEW | 新建倉 |
| 30 | GGG | Graco Inc | +0.1% | +3.42% | 加碼 |
| 31 | PAYX | Paychex Inc | +0.1% | +9.98% | 加碼 |
| 32 | LSTR | Landstar System Inc | +0.1% | +2.95% | 加碼 |
| 33 | CEVA | Ceva Inc | +0.1% | -0.94% | 減碼 |
| 34 | TTWO | Take-two Interactive Softwre | 0% | +5.47% | 加碼 |
| 35 | GEOS | Geospace Technologies CORP | 0% | -0.94% | 減碼 |
| 36 | UTE0 | Cantaloupe Inc | 0% | +0.44% | 加碼 |
| 37 | DLB | Dolby Laboratories Inc-cl A | 0% | +4.53% | 加碼 |
| 38 | SPSC | Sps Commerce Inc | 0% | -0.02% | 減碼 |
| 39 | MTLS | Materialise Nv-adr | 0% | +0.51% | 加碼 |
| 40 | PRLB | Proto Labs Inc | 0% | +5.66% | 加碼 |
| 41 | SFIX | Stitch Fix Inc-class A | 0% | +48.10% | 加碼 |
| 42 | AVGO | Broadcom Inc | 0% | +1249.30% | 加碼 |
| 43 | ZUMZ | Zumiez Inc | — | -0.99% | 減碼 |
| 44 | AMZN | Amazon.com Inc | — | NEW | 新建倉 |
| 45 | CVX | Chevron CORP | — | EXIT | 清倉 |
| 46 | CARAEUR | Cara Therapeutics Inc | — | -42.50% | 減碼 |
| 47 | AAPL | Apple Inc | — | — | 不變 |
| 48 | VLO | Valero Energy CORP | — | — | 不變 |
| 49 | MSFT | Microsoft CORP | — | — | 不變 |
| 50 | MDXG | Mimedx Group Inc | 0% | +0.78% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Disciplined Growth Investors Inc /mn 在 Q3 2024 季度的美股持倉總市值約為 US$59.1億，共申報了 69 個公開持股部位。
在 Q3 2024 季度，Disciplined Growth Investors Inc /mn 按市值排列的前三大核心持股分別為：SMCI (8.2%)、PLXS (5.6%)、P (5.4%)。其中最大持股部位 SMCI 佔據整體投資組合約 8.2% 的權重。
在 Q3 2024 季度中，Disciplined Growth Investors Inc /mn 共進行了 69 項持倉異動，包含新建倉 6 個部位、加碼 50 個部位、減碼 10 個部位以及清倉 3 個部位。 其中最大新建倉標的為 SMCI。 本季清倉部位包含 SMCIUSD。
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。