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: 0001742418
申報總市值
US$13.8億
US$13.8億
51 檔
23.5%
在 Q3 2024 申報期間，Dundas Partners LLP（CIK: 0001742418）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$13.8億，共持有 51 個公開申報部位。
從 Q3 2024 申報觀察，Dundas Partners LLP 採取防禦導向的調倉策略，本季減碼 18 檔個股並出清 0 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 MSFT, GWW, WRB）累計市值佔比達 23.5%，是驅動 Dundas Partners LLP 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 | MSFT | Microsoft CORP | 股票-科技 | 5.58% | -0.70% | — | |
| 2 | GWW | Ww Grainger Inc | 股票-工業 | 5.51% | +0.23% | — | |
| 3 | WRB | Wr Berkley CORP | 股票-金融 | 4.59% | -0.07% | +64.58% | |
| 4 | AMAT | Applied Materials Inc | 股票-科技 | 3.87% | +6.04% | +12293.48% | |
| 5 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 3.79% | +1.75% | — | |
| 6 | BRO | Brown & Brown Inc | 股票-金融 | 3.57% | -0.60% | — | |
| 7 | AXP | American Express Co | 股票-金融 | 3.40% | -0.06% | +4.07% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.29% | +0.59% | +13.70% | |
| 9 | ADI | Analog Devices Inc | 股票-科技 | 3.28% | +0.47% | — | |
| 10 | ACN | Accenture plc | 股票-科技 | 3.22% | -1.81% | EXIT | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 3.18% | +0.37% | +8.75% | |
| 12 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 3.13% | -0.29% | — | |
| 13 | ALC | Alcon Inc. | 股票-醫療保健 | 3.05% | -0.26% | — | |
| 14 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 3.01% | — | — | |
| 15 | ROST | Ross Stores Inc | 股票-循環性消費 | 2.97% | -0.44% | — | |
| 16 | HD | Home Depot Inc | 股票-循環性消費 | 2.95% | — | — | |
| 17 | APH | Amphenol Corp-cl A | 股票-科技 | 2.89% | +0.98% | — | |
| 18 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.83% | -0.69% | +4.49% | |
| 19 | EFX | Equifax Inc | 股票-工業 | 2.80% | -1.04% | — | |
| 20 | NDAQ | Nasdaq Inc | 股票-金融 | 2.63% | -0.55% | — | |
| 21 | ZTS | Zoetis Inc | 股票-醫療保健 | 2.56% | -1.97% | +29.17% | |
| 22 | RMD | Resmed Inc | 股票-醫療保健 | 2.47% | -0.77% | +5.93% | |
| 23 | FDS | Factset Research Systems Inc | 股票-金融 | 2.47% | — | — | |
| 24 | SYK | Stryker CORP | 股票-醫療保健 | 2.35% | -0.33% | — | |
| 25 | NDSN | Nordson CORP | 股票-工業 | 2.25% | — | — | |
| 26 | ADP | Automatic Data Processing | 股票-科技 | 2.24% | — | — | |
| 27 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 2.20% | +0.08% | +22.43% | |
| 28 | AAPL | Apple Inc | 股票-科技 | 2.05% | — | — | |
| 29 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 1.83% | -0.14% | — | |
| 30 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.75% | — | — | |
| 31 | AME | Ametek Inc | 股票-工業 | 1.65% | +0.07% | — | |
| 32 | MA | Mastercard Inc - A | 股票-金融 | 1.58% | +0.20% | — | |
| 33 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.53% | — | -15.62% | |
| 34 | KEYS | Keysight Technologies In | 股票-科技 | 1.24% | — | -16.84% | |
| 35 | EBAY | Ebay Inc | 股票-循環性消費 | 1.20% | — | -34.48% | |
| 36 | RBA | Rb Global Inc | 股票-工業 | 0.65% | -0.05% | -1.19% | |
| 37 | TRU | Transunion | 股票-金融 | 0.04% | -0.01% | EXIT | |
| 38 | RYAN | Ryan Specialty Holdings Inc | 股票-金融 | 0.04% | -0.01% | EXIT | |
| 39 | GGG | Graco Inc | 股票-工業 | 0.04% | — | -19.33% | |
| 40 | MKTX | Marketaxess Holdings Inc | 股票-金融 | 0.04% | -0.02% | EXIT | |
| 41 | WTS | Watts Water Technologies-a | 股票-工業 | 0.03% | -0.03% | EXIT | |
| 42 | LFUS | Littelfuse Inc | 股票-科技 | 0.03% | -0.04% | EXIT | |
| 43 | AIT | Applied Industrial Tech Inc | 股票-工業 | 0.03% | -0.04% | EXIT | |
| 44 | IDCC 3.5 06-01-27債券 | Interdigital Inc | 債券 | 0.03% | -0.01% | EXIT | |
| 45 | ESAB | Esab CORP | 股票-工業 | 0.03% | -0.03% | EXIT | |
| 46 | SIGI | Selective Insurance Group | 股票-金融 | 0.02% | — | -19.32% | |
| 47 | BMI | Badger Meter Inc | 股票-科技 | 0.02% | -0.01% | EXIT | |
| 48 | POWI | Power Integrations Inc | 股票-科技 | 0.02% | — | -19.34% | |
| 49 | MORN | Morningstar Inc | 股票-金融 | 0.02% | — | -19.30% | |
| 50 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.02% | — | -99.42% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | +3.8% | +12293.48% | 加碼 |
| 2 | ZTS | Zoetis Inc | +0.7% | +29.17% | 加碼 |
| 3 | RMD | Resmed Inc | +0.5% | +5.93% | 加碼 |
| 4 | WRB | Wr Berkley CORP | +0.4% | +64.58% | 加碼 |
| 5 | AXP | American Express Co | +0.4% | +4.07% | 加碼 |
| 6 | BKNG | Booking Holdings Inc | +0.4% | +22.43% | 加碼 |
| 7 | GWW | Ww Grainger Inc | +0.4% | — | 不變 |
| 8 | EFX | Equifax Inc | +0.3% | — | 不變 |
| 9 | NDAQ | Nasdaq Inc | +0.3% | — | 不變 |
| 10 | BRO | Brown & Brown Inc | +0.3% | — | 不變 |
| 11 | HD | Home Depot Inc | +0.3% | — | 不變 |
| 12 | ACN | Accenture plc | +0.2% | — | 不變 |
| 13 | V | Visa Inc-class A Shares | +0.2% | +8.75% | 加碼 |
| 14 | ABT | Abbott Laboratories | +0.2% | +4.49% | 加碼 |
| 15 | ADP | Automatic Data Processing | +0.2% | — | 不變 |
| 16 | TMO | Thermo Fisher Scientific Inc | +0.1% | — | 不變 |
| 17 | FDS | Factset Research Systems Inc | +0.1% | — | 不變 |
| 18 | ALC | Alcon Inc. | +0.1% | — | 不變 |
| 19 | NDSN | Nordson CORP | +0.1% | — | 不變 |
| 20 | MA | Mastercard Inc - A | +0.1% | — | 不變 |
| 21 | AAPL | Apple Inc | +0.1% | — | 不變 |
| 22 | IDCC 3.5 06-01-27債券 | Interdigital Inc | 0% | NEW | 新建倉 |
| 23 | TRU | Transunion | — | -19.33% | 減碼 |
| 24 | ESAB | Esab CORP | — | -19.32% | 減碼 |
| 25 | BMI | Badger Meter Inc | — | -19.34% | 減碼 |
| 26 | MKTX | Marketaxess Holdings Inc | — | -19.31% | 減碼 |
| 27 | MKSI | Mks Inc | 0% | -19.31% | 減碼 |
| 28 | POWI | Power Integrations Inc | 0% | -19.34% | 減碼 |
| 29 | SIGI | Selective Insurance Group | 0% | -19.32% | 減碼 |
| 30 | LFUS | Littelfuse Inc | 0% | -19.29% | 減碼 |
| 31 | GGG | Graco Inc | 0% | -19.33% | 減碼 |
| 32 | RYAN | Ryan Specialty Holdings Inc | 0% | -19.34% | 減碼 |
| 33 | WTS | Watts Water Technologies-a | 0% | -19.32% | 減碼 |
| 34 | MORN | Morningstar Inc | 0% | -19.30% | 減碼 |
| 35 | RBA | Rb Global Inc | 0% | -1.19% | 減碼 |
| 36 | SYK | Stryker CORP | 0% | — | 不變 |
| 37 | MRSH | Marsh & Mclennan Cos | -0.1% | — | 不變 |
| 38 | AME | Ametek Inc | -0.1% | — | 不變 |
| 39 | ROST | Ross Stores Inc | -0.1% | — | 不變 |
| 40 | GOOG | Alphabet Inc-cl C | -0.1% | +13.70% | 加碼 |
| 41 | KEYS | Keysight Technologies In | -0.1% | -16.84% | 減碼 |
| 42 | DIS | Walt Disney Co/the | -0.2% | — | 不變 |
| 43 | HDB | Hdfc Bank Ltd-adr | -0.2% | — | 不變 |
| 44 | ADI | Analog Devices Inc | -0.2% | — | 不變 |
| 45 | TSM | Taiwan Semiconductor-sp Adr | -0.3% | — | 不變 |
| 46 | COST | Costco Wholesale CORP | -0.3% | -15.62% | 減碼 |
| 47 | APH | Amphenol Corp-cl A | -0.3% | — | 不變 |
| 48 | EBAY | Ebay Inc | -0.4% | -34.48% | 減碼 |
| 49 | MSFT | Microsoft CORP | -0.7% | — | 不變 |
| 50 | PYPL | Paypal Holdings Inc | -1.2% | -99.42% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Dundas Partners LLP 在 Q3 2024 季度的美股持倉總市值約為 US$13.8億，共申報了 51 個公開持股部位。
在 Q3 2024 季度，Dundas Partners LLP 按市值排列的前三大核心持股分別為：MSFT (5.6%)、GWW (5.5%)、WRB (4.6%)。其中最大持股部位 MSFT 佔據整體投資組合約 5.6% 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
IDCC 3.5 06-01-27
市值: US$36.8萬
本季最大獲利了結 / 清倉標的
AIT
前期市值: US$5693.6萬
在 Q3 2024 季度中，Dundas Partners LLP 共進行了 28 項持倉異動，包含新建倉 1 個部位、加碼 9 個部位、減碼 18 個部位以及清倉 0 個部位。 其中最大新建倉標的為 IDCC 3.5 06-01-27。
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。