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
64 檔
23.0%
截至 Q1 2025 季度末，Disciplined Growth Investors Inc /mn 的美股持倉估值約為 US$59.1億，全數申報部位共有 64 檔。
Disciplined Growth Investors Inc /mn 在 Q1 2025 進行了結構性的板塊輪動與部位換股。在開立 21 個全新部位及加碼 28 檔持股的同時，亦同步清倉 40 檔並減碼 15 檔標的。
整體而言，Disciplined Growth Investors Inc /mn 的前 5 大持股（包含 GRMN, EXE, SMCI）貢獻了組合市值的 23.0%，形成該機構在 Q1 2025 季度的基本面基石。
本季最大新建倉標的
EXE
市值: US$3.0億
本季最大獲利了結 / 清倉標的
SNBRQ
前期市值: US$2.3億
| # | 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 | GRMN | Garmin Ltd. | 股票-科技 | 6.36% | -0.98% | -0.41% | |
| 2 | EXE | Expand Energy CORP | 股票-能源 | 6.17% | -1.71% | -2.10% | |
| 3 | SMCI | Super Micro Computer Inc | 股票-科技 | 5.92% | -1.00% | +12.97% | |
| 4 | P | Everpure Inc-a | 股票-科技 | 5.03% | +0.56% | -2.56% | |
| 5 | IDCC | Interdigital Inc | 股票-科技 | 4.64% | -0.99% | -2.75% | |
| 6 | PLXS | Plexus CORP | 股票-科技 | 4.38% | +1.15% | -1.54% | |
| 7 | CTRA | Coterra Energy Inc | 股票-能源 | 4.15% | -4.60% | EXIT | |
| 8 | ALRM | Alarm.com Holdings Inc | 股票-其他 | 3.90% | -0.05% | +15.22% | |
| 9 | AKAM | Akamai Technologies Inc | 股票-科技 | 3.08% | -0.63% | +14.93% | |
| 10 | CGNX | Cognex CORP | 股票-科技 | 2.92% | +0.75% | +24.20% | |
| 11 | ALGN | Align Technology Inc | 股票-醫療保健 | 2.75% | -0.48% | +6.30% | |
| 12 | SNA | Snap-on Inc | 股票-工業 | 2.75% | -0.21% | -0.45% | |
| 13 | MCHP | Microchip Technology Inc | 股票-科技 | 2.65% | -0.91% | +41.62% | |
| 14 | ANET | Arista Networks Inc | 股票-科技 | 2.59% | +0.59% | -32.80% | |
| 15 | DLB | Dolby Laboratories Inc-cl A | 股票-工業 | 2.57% | -0.45% | +1.19% | |
| 16 | GNTX | Gentex CORP | 股票-循環性消費 | 2.38% | -0.07% | +3.00% | |
| 17 | INTU | Intuit Inc | 股票-科技 | 2.27% | -0.39% | -7.84% | |
| 18 | POWI | Power Integrations Inc | 股票-科技 | 2.17% | +0.63% | -1.11% | |
| 19 | SMTC | Semtech CORP | 股票-科技 | 1.98% | -0.85% | +3.18% | |
| 20 | FND | Floor & Decor Holdings Inc-a | 股票-循環性消費 | 1.97% | -0.03% | -1.26% | |
| 21 | PRLB | Proto Labs Inc | 股票-其他 | 1.94% | +0.38% | +22.87% | |
| 22 | ADSK | Autodesk Inc | 股票-科技 | 1.86% | -0.46% | -3.39% | |
| 23 | CLB | Core Laboratories Inc | 股票-其他 | 1.70% | -1.10% | -0.22% | |
| 24 | GNRC | Generac Holdings Inc | 股票-工業 | 1.69% | +0.45% | +56.73% | |
| 25 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 1.38% | +0.07% | -1.95% | |
| 26 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.38% | -0.30% | -44.73% | |
| 27 | TREX | Trex Company Inc | 股票-工業 | 1.32% | -0.01% | +188.57% | |
| 28 | LGIH | Lgi Homes Inc | 股票-其他 | 1.28% | +0.30% | +0.40% | |
| 29 | SFIX | Stitch Fix Inc-class A | 股票-其他 | 1.26% | +0.05% | +13.25% | |
| 30 | VSAT | Viasat Inc | 股票-科技 | 1.09% | +1.90% | +28.19% | |
| 31 | MSM | Msc Industrial Direct Co-a | 股票-工業 | 0.99% | — | -3.74% | |
| 32 | LSTR | Landstar System Inc | 股票-工業 | 0.97% | — | -5.14% | |
| 33 | AIOT | Powerfleet Inc | 股票-其他 | 0.92% | -0.05% | -3.42% | |
| 34 | MYGN | Myriad Genetics Inc | 股票-其他 | 0.87% | — | +85.16% | |
| 35 | SSD | Simpson Manufacturing Co Inc | 股票-原物料 | 0.87% | — | — | |
| 36 | STRA | Strategic Education Inc | 股票-其他 | 0.83% | — | +9.01% | |
| 37 | UAA | Under Armour Inc-class A | 股票-循環性消費 | 0.79% | — | +2.73% | |
| 38 | KRNT | Kornit Digital Ltd. | 股票-其他 | 0.78% | -0.07% | -1.45% | |
| 39 | IPGP | Ipg Photonics CORP | 股票-科技 | 0.76% | -0.19% | +4.55% | |
| 40 | GGG | Graco Inc | 股票-工業 | 0.70% | -0.16% | -3.28% | |
| 41 | THRM | Gentherm Inc | 股票-其他 | 0.66% | — | +0.23% | |
| 42 | DV | Doubleverify Holdings Inc | 股票-其他 | 0.57% | +1.02% | +72.13% | |
| 43 | CELH | Celsius Holdings Inc | 股票-非循環性消費 | 0.53% | -0.31% | — | |
| 44 | PAYX | Paychex Inc | 股票-科技 | 0.52% | -0.02% | -3.22% | |
| 45 | RCL | Royal Caribbean Cruises Ltd. | 股票-循環性消費 | 0.43% | — | -82.82% | |
| 46 | PRO | Pros Holdings Inc | 股票-其他 | 0.42% | — | +117.87% | |
| 47 | SPSC | Sps Commerce Inc | 股票-科技 | 0.41% | +1.14% | -4.63% | |
| 48 | UTE0 | Cantaloupe Inc | 股票-其他 | 0.32% | — | +26.18% | |
| 49 | PGNY | Progyny Inc | 股票-其他 | 0.30% | +0.38% | -1.05% | |
| 50 | CEVA | Ceva Inc | 股票-其他 | 0.23% | +0.36% | -1.61% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IDCC | Interdigital Inc | +3.7% | -2.75% | 加碼 |
| 2 | P | Everpure Inc-a | +3.1% | -2.56% | 加碼 |
| 3 | GRMN | Garmin Ltd. | +2.8% | -0.41% | 加碼 |
| 4 | CTRA | Coterra Energy Inc | +2.3% | +23.76% | 加碼 |
| 5 | ALRM | Alarm.com Holdings Inc | +2% | +15.22% | 加碼 |
| 6 | SNA | Snap-on Inc | +1.9% | -0.45% | 加碼 |
| 7 | MCHP | Microchip Technology Inc | +1.2% | +41.62% | 加碼 |
| 8 | CGNX | Cognex CORP | +1% | +24.20% | 加碼 |
| 9 | KRNT | Kornit Digital Ltd. | +0.5% | -1.45% | 加碼 |
| 10 | PLXS | Plexus CORP | +0.5% | -1.54% | 減碼 |
| 11 | MSM | Msc Industrial Direct Co-a | +0.5% | -3.74% | 加碼 |
| 12 | LGIH | Lgi Homes Inc | +0.4% | +0.40% | 加碼 |
| 13 | PRO | Pros Holdings Inc | +0.3% | +117.87% | 加碼 |
| 14 | PRLB | Proto Labs Inc | +0.2% | +22.87% | 加碼 |
| 15 | TREX | Trex Company Inc | +0.1% | +188.57% | 加碼 |
| 16 | SPSC | Sps Commerce Inc | 0% | -4.63% | 減碼 |
| 17 | AAPL | Apple Inc | — | -9.02% | 減碼 |
| 18 | MSFT | Microsoft CORP | — | — | 減碼 |
| 19 | MLKN | Millerknoll Inc | 0% | +55.91% | 加碼 |
| 20 | MDXG | Mimedx Group Inc | 0% | -2.32% | 加碼 |
| 21 | GEOS | Geospace Technologies CORP | 0% | -11.03% | 減碼 |
| 22 | IPGP | Ipg Photonics CORP | -0.1% | +4.55% | 加碼 |
| 23 | CEVA | Ceva Inc | -0.2% | -1.61% | 加碼 |
| 24 | SRI | Stoneridge Inc | -0.2% | +0.61% | 減碼 |
| 25 | MYGN | Myriad Genetics Inc | -0.2% | +85.16% | 加碼 |
| 26 | DLB | Dolby Laboratories Inc-cl A | -0.3% | +1.19% | 加碼 |
| 27 | SU6 | Surmodics Inc | -0.3% | -11.60% | 減碼 |
| 28 | GGG | Graco Inc | -0.3% | -3.28% | 減碼 |
| 29 | STRA | Strategic Education Inc | -0.5% | +9.01% | 減碼 |
| 30 | AKAM | Akamai Technologies Inc | -0.5% | +14.93% | 加碼 |
| 31 | LSTR | Landstar System Inc | -0.6% | -5.14% | 減碼 |
| 32 | ISRG | Intuitive Surgical Inc | -0.7% | -44.73% | 加碼 |
| 33 | POWI | Power Integrations Inc | -0.7% | -1.11% | 加碼 |
| 34 | GNTX | Gentex CORP | -0.7% | +3.00% | 加碼 |
| 35 | UAA | Under Armour Inc-class A | -0.8% | +2.73% | 加碼 |
| 36 | PAYX | Paychex Inc | -0.9% | -3.22% | 減碼 |
| 37 | THRM | Gentherm Inc | -1% | +0.23% | 減碼 |
| 38 | ADSK | Autodesk Inc | -1% | -3.39% | 減碼 |
| 39 | RCL | Royal Caribbean Cruises Ltd. | -1% | -82.82% | 減碼 |
| 40 | VSAT | Viasat Inc | -1.2% | +28.19% | 加碼 |
| 41 | INTU | Intuit Inc | -1.3% | -7.84% | 減碼 |
| 42 | SFIX | Stitch Fix Inc-class A | -1.6% | +13.25% | 加碼 |
| 43 | ALGN | Align Technology Inc | -2.3% | +6.30% | 加碼 |
| 44 | EXE | Expand Energy CORP | — | NEW | 新建倉 |
| 45 | SMCI | Super Micro Computer Inc | — | NEW | 新建倉 |
| 46 | SNBRQ | Sleep Number CORP | — | EXIT | 清倉 |
| 47 | STMP | Stamps.com Inc | — | EXIT | 清倉 |
| 48 | SMCIUSD | Super Micro Computer Inc | — | EXIT | 清倉 |
| 49 | SWN1EUR | Southwestern Energy Co | — | EXIT | 清倉 |
| 50 | ANET | Arista Networks Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Disciplined Growth Investors Inc /mn 在 Q1 2025 季度的美股持倉總市值約為 US$59.1億，共申報了 64 個公開持股部位。
在 Q1 2025 季度，Disciplined Growth Investors Inc /mn 按市值排列的前三大核心持股分別為：GRMN (6.4%)、EXE (6.2%)、SMCI (5.9%)。其中最大持股部位 GRMN 佔據整體投資組合約 6.4% 的權重。
在 Q1 2025 季度中，Disciplined Growth Investors Inc /mn 共進行了 104 項持倉異動，包含新建倉 21 個部位、加碼 28 個部位、減碼 15 個部位以及清倉 40 個部位。 其中最大新建倉標的為 EXE。 本季清倉部位包含 SNBRQ。
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。