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: 0001901865
申報總市值
US$44.1億
US$44.1億
70 檔
7.4%
在 Q3 2024 申報期間，Divisadero Street Capital Management, LP（CIK: 0001901865）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$44.1億，共持有 70 個公開申報部位。
Q3 2024 數據顯示 Divisadero Street Capital Management, LP 積極進場，新開立 33 個部位並同步加碼 16 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Divisadero Street Capital Management, LP 的前 5 大核心持股（包含 VITL, RSI, CVNA 等）合計佔整體申報市值的 7.4%，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 | VITL | Vital Farms Inc | 股票-其他 | 9.47% | +0.20% | +1761.35% | |
| 2 | RSI | Rush Street Interactive Inc | 股票-其他 | 8.56% | -2.18% | +70.82% | |
| 3 | CVNA | Carvana Co | 股票-循環性消費 | 8.04% | +3.23% | +52.45% | |
| 4 | ANF | Abercrombie & Fitch Co-cl A | 股票-循環性消費 | 7.50% | -0.11% | EXIT | |
| 5 | SN | SharkNinja, Inc. | 股票-循環性消費 | 6.28% | -0.57% | -8.07% | |
| 6 | TNDM | Tandem Diabetes Care Inc | 股票-其他 | 6.14% | — | — | |
| 7 | HIMS | Hims & Hers Health Inc | 股票-醫療保健 | 5.19% | +4.31% | -46.90% | |
| 8 | RXST | Rxsight Inc | 股票-其他 | 4.64% | — | +759.60% | |
| 9 | JILL | J. Jill Inc | 股票-其他 | 4.49% | — | +637.40% | |
| 10 | ATRC | Atricure Inc | 股票-其他 | 4.41% | -0.87% | — | |
| 11 | GRPN | Groupon Inc | 股票-其他 | 3.08% | +0.79% | -31.40% | |
| 12 | SRAD | Sportradar Group AG | 股票-其他 | 2.98% | — | +170.40% | |
| 13 | EAT | Brinker International Inc | 股票-循環性消費 | 2.79% | -1.54% | EXIT | |
| 14 | LTH | Life Time Group Holdings Inc | 股票-其他 | 2.20% | — | — | |
| 15 | ✓ | Establishment Labs Holdings In | 股票-其他 | 1.79% | +0.21% | NEW | |
| 16 | DAVE | Dave Inc | 股票-其他 | 1.77% | +1.25% | -40.72% | |
| 17 | MAX | Mediaalpha Inc-class A | 股票-其他 | 1.64% | +0.26% | +23.93% | |
| 18 | INGN | Inogen Inc | 股票-其他 | 1.24% | -0.02% | -54.98% | |
| 19 | FRPT | Freshpet Inc | 股票-非循環性消費 | 1.15% | +0.04% | NEW | |
| 20 | WGS | Genedx Holdings CORP | 股票-其他 | 1.14% | — | -1.43% | |
| 21 | CLFD | Clearfield Inc | 股票-其他 | 0.99% | +0.12% | NEW | |
| 22 | LFMD | Lifemd Inc | 股票-其他 | 0.96% | -0.01% | +0.67% | |
| 23 | DKNG | Draftkings Inc-cl A | 股票-循環性消費 | 0.95% | +0.05% | +109.80% | |
| 24 | EXTR | Extreme Networks Inc | 股票-其他 | 0.86% | — | — | |
| 25 | AS | Amer Sports, Inc. | 股票-循環性消費 | 0.84% | +0.77% | — | |
| 26 | CELH | Celsius Holdings Inc | 股票-非循環性消費 | 0.81% | -2.55% | — | |
| 27 | BXC | Bluelinx Holdings Inc | 股票-其他 | 0.77% | -0.09% | — | |
| 28 | TMDX | Transmedics Group Inc | 股票-醫療保健 | 0.73% | — | +15.53% | |
| 29 | RAMP | Liveramp Holdings Inc | 股票-其他 | 0.65% | — | — | |
| 30 | PTON | Peloton Interactive Inc-a | 股票-循環性消費 | 0.65% | — | — | |
| 31 | ✓ | Despegar.com CORP | 股票-其他 | 0.64% | — | — | |
| 32 | COCO | Vita Coco Co Inc/the | 股票-其他 | 0.58% | -0.21% | EXIT | |
| 33 | NSSC | Napco Security Technologies | 股票-其他 | 0.55% | -0.04% | -71.74% | |
| 34 | SGHT | Sight Sciences Inc | 股票-其他 | 0.54% | — | — | |
| 35 | LOCO | El Pollo Loco Holdings Inc | 股票-其他 | 0.41% | -0.09% | -57.63% | |
| 36 | BRBR | Bellring Brands Inc | 股票-非循環性消費 | 0.41% | -0.33% | — | |
| 37 | RELY | Remitly Global Inc | 股票-其他 | 0.36% | +1.20% | — | |
| 38 | SBH | Sally Beauty Holdings Inc | 股票-其他 | 0.33% | — | — | |
| 39 | VMD | Viemed Healthcare Inc | 股票-其他 | 0.31% | — | — | |
| 40 | WLDN | Willdan Group Inc | 股票-其他 | 0.31% | +1.84% | — | |
| 41 | XPOF | Xponential Fitness Inc-a | 股票-其他 | 0.27% | — | — | |
| 42 | CHGG | Chegg Inc | 股票-非循環性消費 | 0.24% | — | — | |
| 43 | SONO | Sonos Inc | 股票-其他 | 0.23% | — | — | |
| 44 | SKIN | Skinhealth Systems Inc | 股票-其他 | 0.21% | — | -53.47% | |
| 45 | HROW | Harrow Inc | 股票-其他 | 0.20% | +0.42% | NEW | |
| 46 | BBW | Build-a-bear Workshop Inc | 股票-其他 | 0.14% | -1.45% | — | |
| 47 | PZZA | Papa John's Intl Inc | 股票-其他 | 0.13% | — | — | |
| 48 | ACVA | Acv Auctions Inc-a | 股票-其他 | 0.12% | +0.05% | — | |
| 49 | DXLG | Destination Xl Group Inc | 股票-其他 | 0.11% | — | EXIT | |
| 50 | PTLO | Portillo's Inc-cl A | 股票-其他 | 0.11% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VITL | Vital Farms Inc | +8.6% | +1761.35% | 加碼 |
| 2 | TNDM | Tandem Diabetes Care Inc | +6.1% | NEW | 新建倉 |
| 3 | ATRC | Atricure Inc | +4.4% | NEW | 新建倉 |
| 4 | RXST | Rxsight Inc | +3.8% | +759.60% | 加碼 |
| 5 | JILL | J. Jill Inc | +3.4% | +637.40% | 加碼 |
| 6 | CVNA | Carvana Co | +3.2% | +52.45% | 加碼 |
| 7 | RSI | Rush Street Interactive Inc | +3% | +70.82% | 加碼 |
| 8 | EAT | Brinker International Inc | +2.4% | +656.51% | 加碼 |
| 9 | LTH | Life Time Group Holdings Inc | +2.2% | NEW | 新建倉 |
| 10 | SRAD | Sportradar Group AG | +1.7% | +170.40% | 加碼 |
| 11 | ✓ | Establishment Labs Holdings In | +0.9% | +165.92% | 加碼 |
| 12 | EXTR | Extreme Networks Inc | +0.9% | NEW | 新建倉 |
| 13 | AS | Amer Sports, Inc. | +0.8% | NEW | 新建倉 |
| 14 | CELH | Celsius Holdings Inc | +0.8% | NEW | 新建倉 |
| 15 | RAMP | Liveramp Holdings Inc | +0.7% | NEW | 新建倉 |
| 16 | PTON | Peloton Interactive Inc-a | +0.7% | NEW | 新建倉 |
| 17 | ✓ | Despegar.com CORP | +0.6% | NEW | 新建倉 |
| 18 | COCO | Vita Coco Co Inc/the | +0.6% | NEW | 新建倉 |
| 19 | SGHT | Sight Sciences Inc | +0.5% | NEW | 新建倉 |
| 20 | MAX | Mediaalpha Inc-class A | +0.4% | +23.93% | 加碼 |
| 21 | BRBR | Bellring Brands Inc | +0.4% | NEW | 新建倉 |
| 22 | DKNG | Draftkings Inc-cl A | +0.4% | +109.80% | 加碼 |
| 23 | SN | SharkNinja, Inc. | +0.4% | -8.07% | 減碼 |
| 24 | RELY | Remitly Global Inc | +0.4% | NEW | 新建倉 |
| 25 | SBH | Sally Beauty Holdings Inc | +0.3% | NEW | 新建倉 |
| 26 | VMD | Viemed Healthcare Inc | +0.3% | NEW | 新建倉 |
| 27 | WLDN | Willdan Group Inc | +0.3% | NEW | 新建倉 |
| 28 | WGS | Genedx Holdings CORP | +0.3% | -1.43% | 減碼 |
| 29 | SONO | Sonos Inc | +0.2% | NEW | 新建倉 |
| 30 | HROW | Harrow Inc | +0.2% | NEW | 新建倉 |
| 31 | BBW | Build-a-bear Workshop Inc | +0.1% | NEW | 新建倉 |
| 32 | PZZA | Papa John's Intl Inc | +0.1% | NEW | 新建倉 |
| 33 | ACVA | Acv Auctions Inc-a | +0.1% | NEW | 新建倉 |
| 34 | DXLG | Destination Xl Group Inc | +0.1% | NEW | 新建倉 |
| 35 | PTLO | Portillo's Inc-cl A | +0.1% | NEW | 新建倉 |
| 36 | EWCZ | European Wax Center Inc-a | +0.1% | NEW | 新建倉 |
| 37 | PGNY | Progyny Inc | +0.1% | NEW | 新建倉 |
| 38 | EZPW | Ezcorp Inc-cl A | +0.1% | NEW | 新建倉 |
| 39 | KSS | Kohls CORP | +0.1% | NEW | 新建倉 |
| 40 | OFIX | Orthofix Medical Inc | +0.1% | NEW | 新建倉 |
| 41 | DBI | Designer Brands Inc-class A | +0.1% | NEW | 新建倉 |
| 42 | SG | Sweetgreen Inc - Class A | 0% | +81.16% | 加碼 |
| 43 | CVRX | Cvrx Inc | 0% | NEW | 新建倉 |
| 44 | CTRN | Citi Trends Inc | 0% | NEW | 新建倉 |
| 45 | CRMT | America's Car-mart Inc | 0% | NEW | 新建倉 |
| 46 | BMBL | Bumble Inc-a | 0% | NEW | 新建倉 |
| 47 | PRPL | Purple Innovation Inc | — | — | 不變 |
| 48 | CORZ | Core Scientific Inc | 0% | EXIT | 清倉 |
| 49 | STIM | Neuronetics Inc | 0% | -26.34% | 減碼 |
| 50 | REAL | Realreal Inc/the | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Divisadero Street Capital Management, LP 在 Q3 2024 季度的美股持倉總市值約為 US$44.1億，共申報了 70 個公開持股部位。
在 Q3 2024 季度，Divisadero Street Capital Management, LP 按市值排列的前三大核心持股分別為：VITL (9.5%)、RSI (8.6%)、CVNA (8.0%)。其中最大持股部位 VITL 佔據整體投資組合約 9.5% 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
TNDM
市值: US$5065.1萬
本季最大獲利了結 / 清倉標的
UPWK
前期市值: US$3570.0萬
在 Q3 2024 季度中，Divisadero Street Capital Management, LP 共進行了 85 項持倉異動，包含新建倉 33 個部位、加碼 16 個部位、減碼 14 個部位以及清倉 22 個部位。 其中最大新建倉標的為 TNDM。 本季清倉部位包含 UPWK。
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。