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: 0001076809
申報總市值
US$406.6萬
US$406.6萬
365 檔
26062.2%
Glazer Capital, LLC 在 Q4 2025 季度的美股部位總計估值為 US$406.6萬，分散於 365 個持倉標的之中，反映其市場參與廣度與投資規模。
Glazer Capital, LLC 於 Q4 2025 展現出進攻型調倉步調，本季推動了 101 檔股票的新建倉與 19 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 DAY, CYBERARK SOFTWARE LTD. CMN, RNAGBP）累計市值佔比達 26062.2%，是驅動 Glazer Capital, LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 365 檔）
| # | 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 | DAY | Dayforce Inc | 股票-其他 | 8.24% | — | +698.18% | |
| 2 | ✓ | Cyberark Software LTD. Cmn | 股票-其他 | 6.25% | — | +56.73% | |
| 3 | RNAGBP | Avidity Biosciences Inc | 股票-其他 | 4.68% | — | — | |
| 4 | EXK | Exact Sciences CORP | 股票-原物料 | 4.61% | — | — | |
| 5 | AL | Air Lease CORP | 股票-其他 | 4.08% | -7.44% | EXIT | |
| 6 | CMA | Comerica Inc | 股票-其他 | 3.96% | — | — | |
| 7 | CDTX | Cidara Therapeutics Inc | 股票-其他 | 3.78% | — | — | |
| 8 | BHF | Brighthouse Financial Inc | 股票-金融 | 2.98% | -2.67% | — | |
| 9 | EA | Electronic Arts Inc | 股票-通訊服務 | 2.72% | -1.48% | +531.79% | |
| 10 | CADE | Cadence Bank | 股票-其他 | 2.21% | — | — | |
| 11 | CWAN | Clearwater Analytics Holdings, Inc. | 股票-科技 | 1.99% | -3.92% | EXIT | |
| 12 | BSY 0.125 01-15-26債券 | Bentley Systems Inc | 債券 | 1.53% | — | — | |
| 13 | SDA | Sealed Air CORP | 股票-循環性消費 | 1.53% | -4.54% | EXIT | |
| 14 | VAC 0 01-15-26債券 | Marriott Vacation Worldw | 債券 | 1.40% | — | +173.15% | |
| 15 | DBX 0 03-01-26債券 | Dropbox Inc | 債券 | 1.31% | — | — | |
| 16 | CABO 0 03-15-26債券 | Cable One Inc | 債券 | 1.30% | — | +85.47% | |
| 17 | CATBUSD | Astria Therapeutics Inc | 股票-其他 | 1.30% | — | — | |
| 18 | FUBO 3.25 02-15-26債券 | Fubotv Inc | 債券 | 1.18% | — | +81.31% | |
| 19 | 8QR | Confluent Inc-class A | 股票-其他 | 1.10% | — | — | |
| 20 | AHL-PD | Aspen Insurance Holdings Limited | 股票-其他 | 1.10% | — | +22.07% | |
| 21 | MTN 0 01-01-26債券 | Vail Resorts Inc | 債券 | 1.06% | — | +473.93% | |
| 22 | 9HI | Hillenbrand Inc | 股票-其他 | 0.99% | — | — | |
| 23 | PLYM | Plymouth Industrial Reit Inc | 股票-其他 | 0.96% | — | — | |
| 24 | SNOW 0 10-01-29債券 | Snowflake Inc | 債券 | 0.84% | -0.83% | EXIT | |
| 25 | COIN 0.25 04-01-30債券 | Coinbase Global Inc | 債券 | 0.73% | -0.58% | -31.57% | |
| 26 | FYBR | Frontier Communications Pare | 股票-其他 | 0.73% | — | — | |
| 27 | HO1 | Hologic Inc | 股票-其他 | 0.72% | -5.71% | EXIT | |
| 28 | DENN | Denny's CORP | 股票-其他 | 0.63% | — | — | |
| 29 | ✓ | Drugs Made In Amer Acq Ii Co | 股票-其他 | 0.61% | +0.08% | — | |
| 30 | AM6 | Amicus Therapeutics Inc | 股票-其他 | 0.60% | -3.90% | EXIT | |
| 31 | ✓ | Eqv Ventures Ac CORP. Ii | 股票-其他 | 0.58% | +0.12% | -0.60% | |
| 32 | ✓ | 股票-其他 | 0.57% | +0.08% | — | ||
| 33 | JHG | Janus Henderson Group plc | 股票-金融 | 0.56% | +7.23% | — | |
| 34 | 1RG | Rev Group Inc | 股票-其他 | 0.56% | — | — | |
| 35 | ✓ | 股票-其他 | 0.53% | -0.20% | -2.51% | ||
| 36 | GTLS | Chart Industries Inc | 股票-工業 | 0.52% | +1.18% | — | |
| 37 | EB4 | Eventbrite Inc-class A | 股票-其他 | 0.52% | — | — | |
| 38 | CIO | City Office Reit Inc | 股票-其他 | 0.51% | — | +22.09% | |
| 39 | ✓ | Drugs Made In Amer Acqutn Co | 股票-其他 | 0.50% | -0.11% | -0.32% | |
| 40 | ALRM 0 01-15-26債券 | Alarm.com Hldgs Inc | 債券 | 0.46% | — | — | |
| 41 | U | Unity Software Inc | 股票-科技 | 0.45% | — | +6.82% | |
| 42 | ANSCW | Agriculture & Natural Solutions Acquisition Corporation | 股票-其他 | 0.44% | -0.01% | -18.75% | |
| 43 | ✓ | Oyster Enterprises Ii Acquis Ord Sh | 股票-其他 | 0.40% | +0.07% | +0.10% | |
| 44 | ✓ | 股票-其他 | 0.40% | +0.06% | — | ||
| 45 | ✓ | 股票-其他 | 0.39% | — | — | ||
| 46 | ✓ | Berto Acquisition CORP | 股票-其他 | 0.39% | +0.03% | -19.05% | |
| 47 | ✓ | Alussa Energy Acquisition Co | 股票-其他 | 0.36% | — | — | |
| 48 | ✓ | Meshflow Acquisition CORP | 股票-其他 | 0.35% | — | — | |
| 49 | EM | Smart Share Global LTD - Adr | 股票-其他 | 0.35% | -0.27% | EXIT | |
| 50 | JAMF | Jamf Holding CORP | 股票-其他 | 0.34% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | DAY | Dayforce Inc | +6.9% | +698.18% | 加碼 |
| 2 | AL | Air Lease CORP | +3.7% | +1252.95% | 加碼 |
| 3 | EA | Electronic Arts Inc | +2.2% | +531.79% | 加碼 |
| 4 | MTN 0 01-01-26債券 | Vail Resorts Inc | +0.8% | +473.93% | 加碼 |
| 5 | VAC 0 01-15-26債券 | Marriott Vacation Worldw | +0.8% | +173.15% | 加碼 |
| 6 | ✓ | Cyberark Software LTD. Cmn | +0.7% | +56.73% | 加碼 |
| 7 | CABO 0 03-15-26債券 | Cable One Inc | +0.4% | +85.47% | 加碼 |
| 8 | FUBO 3.25 02-15-26債券 | Fubotv Inc | +0.4% | +81.31% | 加碼 |
| 9 | ✓ | +0.2% | +335.48% | 加碼 | |
| 10 | BFINUSD | Bankfinancial CORP | +0.1% | +215.26% | 加碼 |
| 11 | FSFG | First Savings Financial Grp | +0.1% | +140.12% | 加碼 |
| 12 | ✓ | +0.1% | +169.67% | 加碼 | |
| 13 | ✓ | Live Oak Acquisition CORP V | +0.1% | +86.26% | 加碼 |
| 14 | CEPO | Cantor Equity Partners I, Inc. | 0% | +113.18% | 加碼 |
| 15 | ✓ | Fifth Era Acquisition CORP I | 0% | +31.79% | 加碼 |
| 16 | CIO | City Office Reit Inc | 0% | +22.09% | 加碼 |
| 17 | AHL-PD | Aspen Insurance Holdings Limited | 0% | +22.07% | 加碼 |
| 18 | SNOW 0 10-01-29債券 | Snowflake Inc | 0% | +24.13% | 加碼 |
| 19 | U | Unity Software Inc | 0% | +6.82% | 加碼 |
| 20 | ✓ | Texas Ventures Acquisition I | -0.1% | -73.31% | 減碼 |
| 21 | ✓ | -0.1% | -50.30% | 減碼 | |
| 22 | ✓ | Rf Acquisition CORP Ii | -0.1% | -61.46% | 減碼 |
| 23 | ✓ | Cartesian Growth CORP Iii | -0.2% | -29.04% | 減碼 |
| 24 | GTENU | Gores Holdings X, Inc. | -0.2% | -27.26% | 減碼 |
| 25 | ✓ | Haymaker Acquisition CORP Iv | -0.2% | -25.66% | 減碼 |
| 26 | ✓ | Blue Wtr Acquisition CORP. I | -0.2% | -30.45% | 減碼 |
| 27 | ✓ | Bain Cap Gss Invt CORP | -0.2% | -99.98% | 減碼 |
| 28 | ✓ | -0.2% | -70.21% | 減碼 | |
| 29 | LBRDK | Liberty Broadband-c | -0.2% | -47.04% | 減碼 |
| 30 | ANSCW | Agriculture & Natural Solutions Acquisition Corporation | -0.2% | -18.75% | 減碼 |
| 31 | ✓ | Berto Acquisition CORP | -0.2% | -19.05% | 減碼 |
| 32 | ✓ | -0.3% | -54.04% | 減碼 | |
| 33 | IMXI | International Money Express | -0.4% | -72.09% | 減碼 |
| 34 | 75Z | Soho House & Co Inc | -0.4% | -94.80% | 減碼 |
| 35 | UTE0 | Cantaloupe Inc | -0.5% | -85.42% | 減碼 |
| 36 | PRA | Proassurance CORP | -0.7% | -77.92% | 減碼 |
| 37 | COIN 0.25 04-01-30債券 | Coinbase Global Inc | -0.9% | -31.57% | 減碼 |
| 38 | VRNA | Verona Pharma PLC - Adr | — | EXIT | 清倉 |
| 39 | RNAGBP | Avidity Biosciences Inc | — | NEW | 新建倉 |
| 40 | EXK | Exact Sciences CORP | — | NEW | 新建倉 |
| 41 | ✓ | Merus N V | — | EXIT | 清倉 |
| 42 | CMA | Comerica Inc | — | NEW | 新建倉 |
| 43 | CDTX | Cidara Therapeutics Inc | — | NEW | 新建倉 |
| 44 | 07WA | Mr Cooper Group Inc | — | EXIT | 清倉 |
| 45 | BHF | Brighthouse Financial Inc | — | NEW | 新建倉 |
| 46 | AVDX | Avidxchange Holdings Inc | — | EXIT | 清倉 |
| 47 | CADE | Cadence Bank | — | NEW | 新建倉 |
| 48 | ETNBGBP | 89bio Inc | — | EXIT | 清倉 |
| 49 | CWAN | Clearwater Analytics Holdings, Inc. | — | NEW | 新建倉 |
| 50 | VBTX | Veritex Holdings Inc | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Glazer Capital, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$406.6萬，共申報了 365 個公開持股部位。
在 Q4 2025 季度，Glazer Capital, LLC 按市值排列的前三大核心持股分別為：DAY (8.2%)、CYBERARK SOFTWARE LTD. CMN (6.3%)、RNAGBP (4.7%)。其中最大持股部位 DAY 佔據整體投資組合約 8.2% 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
RNAGBP
市值: US$1.8億
本季最大獲利了結 / 清倉標的
VRNA
前期市值: US$3.4億
在 Q4 2025 季度中，Glazer Capital, LLC 共進行了 200 項持倉異動，包含新建倉 101 個部位、加碼 19 個部位、減碼 18 個部位以及清倉 62 個部位。 其中最大新建倉標的為 RNAGBP。 本季清倉部位包含 VRNA。
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。