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
65 檔
24.4%
在 Q4 2024 申報期間，Disciplined Growth Investors Inc /mn（CIK: 0001050442）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$59.1億，共持有 65 個公開申報部位。
從 Q4 2024 申報觀察，Disciplined Growth Investors Inc /mn 採取防禦導向的調倉策略，本季減碼 35 檔個股並出清 6 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 P, GRMN, EXE）累計市值佔比達 24.4%，是驅動 Disciplined Growth Investors Inc /mn 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 | P | Everpure Inc-a | 股票-科技 | 6.58% | +0.56% | -0.96% | |
| 2 | GRMN | Garmin Ltd. | 股票-科技 | 5.57% | -0.98% | +1.36% | |
| 3 | EXE | Expand Energy CORP | 股票-能源 | 5.18% | -1.71% | — | |
| 4 | ANET | Arista Networks Inc | 股票-科技 | 5.06% | +0.59% | — | |
| 5 | PLXS | Plexus CORP | 股票-科技 | 4.99% | +1.15% | -22.66% | |
| 6 | SMCI | Super Micro Computer Inc | 股票-科技 | 4.28% | -1.00% | +608.29% | |
| 7 | IDCC | Interdigital Inc | 股票-科技 | 4.11% | -0.99% | -1.57% | |
| 8 | ALRM | Alarm.com Holdings Inc | 股票-其他 | 3.40% | -0.05% | +2.32% | |
| 9 | SMTC | Semtech CORP | 股票-科技 | 3.17% | -0.85% | +3.18% | |
| 10 | ALGN | Align Technology Inc | 股票-醫療保健 | 3.12% | -0.48% | +4.59% | |
| 11 | AKAM | Akamai Technologies Inc | 股票-科技 | 2.93% | -0.63% | +7.35% | |
| 12 | CTRA | Coterra Energy Inc | 股票-能源 | 2.73% | -4.60% | EXIT | |
| 13 | GNTX | Gentex CORP | 股票-循環性消費 | 2.61% | -0.07% | +6.43% | |
| 14 | CGNX | Cognex CORP | 股票-科技 | 2.60% | +0.75% | +1.46% | |
| 15 | RCL | Royal Caribbean Cruises Ltd. | 股票-循環性消費 | 2.56% | — | -1.38% | |
| 16 | SNA | Snap-on Inc | 股票-工業 | 2.56% | -0.21% | +3.93% | |
| 17 | POWI | Power Integrations Inc | 股票-科技 | 2.46% | +0.63% | -0.56% | |
| 18 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 2.42% | -0.30% | -1.84% | |
| 19 | INTU | Intuit Inc | 股票-科技 | 2.32% | -0.39% | -1.81% | |
| 20 | DLB | Dolby Laboratories Inc-cl A | 股票-工業 | 2.27% | -0.45% | +4.27% | |
| 21 | FND | Floor & Decor Holdings Inc-a | 股票-循環性消費 | 2.27% | -0.03% | +1.07% | |
| 22 | MCHP | Microchip Technology Inc | 股票-科技 | 2.04% | -0.91% | +2.73% | |
| 23 | ADSK | Autodesk Inc | 股票-科技 | 2.00% | -0.46% | -0.50% | |
| 24 | CLB | Core Laboratories Inc | 股票-其他 | 1.81% | -1.10% | -2.65% | |
| 25 | PRLB | Proto Labs Inc | 股票-其他 | 1.62% | +0.38% | +5.69% | |
| 26 | LGIH | Lgi Homes Inc | 股票-其他 | 1.58% | +0.30% | -0.98% | |
| 27 | SFIX | Stitch Fix Inc-class A | 股票-其他 | 1.35% | +0.05% | +20.20% | |
| 28 | GNRC | Generac Holdings Inc | 股票-工業 | 1.21% | +0.45% | +6.51% | |
| 29 | KRNT | Kornit Digital Ltd. | 股票-其他 | 1.19% | -0.07% | -4.73% | |
| 30 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 1.15% | +0.07% | +0.46% | |
| 31 | LSTR | Landstar System Inc | 股票-工業 | 1.07% | — | +0.16% | |
| 32 | AIOT | Powerfleet Inc | 股票-其他 | 1.06% | -0.05% | -5.90% | |
| 33 | UAA | Under Armour Inc-class A | 股票-循環性消費 | 0.94% | — | +4.05% | |
| 34 | MSM | Msc Industrial Direct Co-a | 股票-工業 | 0.91% | — | +0.06% | |
| 35 | THRM | Gentherm Inc | 股票-其他 | 0.90% | — | +1.51% | |
| 36 | STRA | Strategic Education Inc | 股票-其他 | 0.77% | — | -5.53% | |
| 37 | IPGP | Ipg Photonics CORP | 股票-科技 | 0.77% | -0.19% | +3.98% | |
| 38 | GGG | Graco Inc | 股票-工業 | 0.67% | -0.16% | -0.53% | |
| 39 | MYGN | Myriad Genetics Inc | 股票-其他 | 0.67% | — | +1.15% | |
| 40 | VSAT | Viasat Inc | 股票-科技 | 0.64% | +1.90% | -10.88% | |
| 41 | SPSC | Sps Commerce Inc | 股票-科技 | 0.54% | +1.14% | -8.21% | |
| 42 | TREX | Trex Company Inc | 股票-工業 | 0.50% | -0.01% | -8.24% | |
| 43 | PAYX | Paychex Inc | 股票-科技 | 0.45% | -0.02% | +7.92% | |
| 44 | DV | Doubleverify Holdings Inc | 股票-其他 | 0.43% | +1.02% | +3.05% | |
| 45 | UTE0 | Cantaloupe Inc | 股票-其他 | 0.28% | — | -2.36% | |
| 46 | GEOS | Geospace Technologies CORP | 股票-其他 | 0.27% | -0.28% | EXIT | |
| 47 | CEVA | Ceva Inc | 股票-其他 | 0.27% | +0.36% | -5.95% | |
| 48 | PGNY | Progyny Inc | 股票-其他 | 0.22% | +0.38% | -20.17% | |
| 49 | MTLS | Materialise Nv-adr | 股票-其他 | 0.21% | +0.14% | -2.61% | |
| 50 | PRO | Pros Holdings Inc | 股票-其他 | 0.21% | — | -5.04% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | EXE | Expand Energy CORP | +5.2% | NEW | 新建倉 |
| 2 | ANET | Arista Networks Inc | +5.1% | NEW | 新建倉 |
| 3 | P | Everpure Inc-a | +1.2% | -0.96% | 減碼 |
| 4 | IDCC | Interdigital Inc | +1.1% | -1.57% | 減碼 |
| 5 | SMTC | Semtech CORP | +0.9% | +3.18% | 加碼 |
| 6 | GRMN | Garmin Ltd. | +0.9% | +1.36% | 加碼 |
| 7 | SFIX | Stitch Fix Inc-class A | +0.6% | +20.20% | 加碼 |
| 8 | RCL | Royal Caribbean Cruises Ltd. | +0.6% | -1.38% | 減碼 |
| 9 | PRLB | Proto Labs Inc | +0.5% | +5.69% | 加碼 |
| 10 | SNA | Snap-on Inc | +0.5% | +3.93% | 加碼 |
| 11 | ALRM | Alarm.com Holdings Inc | +0.4% | +2.32% | 加碼 |
| 12 | CTRA | Coterra Energy Inc | +0.3% | +4.94% | 加碼 |
| 13 | AIOT | Powerfleet Inc | +0.2% | -5.90% | 減碼 |
| 14 | TTWO | Take-two Interactive Softwre | +0.2% | +0.46% | 加碼 |
| 15 | KRNT | Kornit Digital Ltd. | +0.2% | -4.73% | 減碼 |
| 16 | DLB | Dolby Laboratories Inc-cl A | +0.2% | +4.27% | 加碼 |
| 17 | ADSK | Autodesk Inc | +0.1% | -0.50% | 減碼 |
| 18 | ISRG | Intuitive Surgical Inc | +0.1% | -1.84% | 減碼 |
| 19 | GNTX | Gentex CORP | +0.1% | +6.43% | 加碼 |
| 20 | AKAM | Akamai Technologies Inc | +0.1% | +7.35% | 加碼 |
| 21 | DV | Doubleverify Holdings Inc | +0.1% | +3.05% | 加碼 |
| 22 | PAYX | Paychex Inc | +0.1% | +7.92% | 加碼 |
| 23 | UTE0 | Cantaloupe Inc | +0.1% | -2.36% | 減碼 |
| 24 | CEVA | Ceva Inc | +0.1% | -5.95% | 減碼 |
| 25 | GNRC | Generac Holdings Inc | +0.1% | +6.51% | 加碼 |
| 26 | MTLS | Materialise Nv-adr | 0% | -2.61% | 減碼 |
| 27 | PRO | Pros Holdings Inc | 0% | -5.04% | 減碼 |
| 28 | MDXG | Mimedx Group Inc | 0% | -2.09% | 減碼 |
| 29 | IPGP | Ipg Photonics CORP | 0% | +3.98% | 加碼 |
| 30 | EGAN | Egain CORP | 0% | -9.62% | 減碼 |
| 31 | SSTI | Soundthinking Inc | 0% | -2.66% | 減碼 |
| 32 | AMZN | Amazon.com Inc | 0% | — | 不變 |
| 33 | INTU | Intuit Inc | — | -1.81% | 減碼 |
| 34 | VTY | Verint Systems Inc | — | -3.48% | 減碼 |
| 35 | VLO | Valero Energy CORP | — | EXIT | 清倉 |
| 36 | AVGO | Broadcom Inc | — | -37.06% | 減碼 |
| 37 | AAPL | Apple Inc | — | — | 不變 |
| 38 | MSFT | Microsoft CORP | — | — | 不變 |
| 39 | CARAEUR | Cara Therapeutics Inc | 0% | EXIT | 清倉 |
| 40 | CHRS | Coherus Oncology Inc | 0% | -26.04% | 減碼 |
| 41 | GGG | Graco Inc | 0% | -0.53% | 減碼 |
| 42 | SRI | Stoneridge Inc | 0% | -8.35% | 減碼 |
| 43 | TREX | Trex Company Inc | 0% | -8.24% | 減碼 |
| 44 | GEOS | Geospace Technologies CORP | 0% | -8.39% | 減碼 |
| 45 | UAA | Under Armour Inc-class A | 0% | +4.05% | 加碼 |
| 46 | SU6 | Surmodics Inc | 0% | -17.08% | 減碼 |
| 47 | FOXF | Fox Factory Holding CORP | 0% | -2.14% | 減碼 |
| 48 | PGNY | Progyny Inc | 0% | -20.17% | 減碼 |
| 49 | STRA | Strategic Education Inc | 0% | -5.53% | 減碼 |
| 50 | ZUMZ | Zumiez Inc | -0.1% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Disciplined Growth Investors Inc /mn 在 Q4 2024 季度的美股持倉總市值約為 US$59.1億，共申報了 65 個公開持股部位。
在 Q4 2024 季度，Disciplined Growth Investors Inc /mn 按市值排列的前三大核心持股分別為：P (6.6%)、GRMN (5.6%)、EXE (5.2%)。其中最大持股部位 P 佔據整體投資組合約 6.6% 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
EXE
市值: US$2.7億
本季最大獲利了結 / 清倉標的
ANETEUR
前期市值: US$2.4億
在 Q4 2024 季度中，Disciplined Growth Investors Inc /mn 共進行了 68 項持倉異動，包含新建倉 2 個部位、加碼 25 個部位、減碼 35 個部位以及清倉 6 個部位。 其中最大新建倉標的為 EXE。 本季清倉部位包含 ANETEUR。
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。