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: 0002079571
申報總市值
US$3.0億
US$3.0億
180 檔
17.9%
在 Q4 2024 的 13F 官方備案中，Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 管理的美股投資組合規模來到 US$3.0億，整體持股檔數為 180 檔。
從 Q4 2024 申報觀察，Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 採取防禦導向的調倉策略，本季減碼 26 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。
在資產配置集中度方面，Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 的前 5 大核心持股（包含 NVDA, MSFT, AMZN 等）合計佔整體申報市值的 17.9%，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 | NVDA | Nvidia CORP | 股票-科技 | 6.05% | -0.13% | -18.59% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.00% | +0.25% | -6.23% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.94% | +0.20% | +3.76% | |
| 4 | MRVL | Marvell Technology Inc | 股票-科技 | 3.76% | +0.61% | -31.26% | |
| 5 | TSLA | Tesla Inc | 股票-循環性消費 | 3.63% | -0.06% | +5069.98% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 3.11% | -0.52% | -20.96% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.10% | +0.03% | -2.07% | |
| 8 | NOW | Servicenow Inc | 股票-科技 | 2.81% | +0.23% | -5.28% | |
| 9 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 2.78% | -0.81% | -13.21% | |
| 10 | CRM | Salesforce Inc | 股票-科技 | 2.75% | -0.16% | +0.13% | |
| 11 | AMD | Advanced Micro Devices | 股票-科技 | 2.69% | +0.25% | -3.57% | |
| 12 | ARM | Arm Holdings Plc-adr | 股票-科技 | 2.37% | +0.40% | -0.81% | |
| 13 | ROAD | Construction Partners Inc-a | 股票-工業 | 2.34% | -0.23% | -16.80% | |
| 14 | CLH | Clean Harbors Inc | 股票-工業 | 2.03% | -0.63% | +10.96% | |
| 15 | MA | Mastercard Inc - A | 股票-金融 | 1.93% | -0.31% | -21.57% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.70% | +0.24% | -24.13% | |
| 17 | ✓ | Cyberark Software LTD. Cmn | 股票-其他 | 1.62% | — | -17.55% | |
| 18 | ✓ | On Holding AG | 股票-其他 | 1.40% | -0.12% | -2.30% | |
| 19 | XYZ | Block Inc | 股票-金融 | 1.38% | -0.22% | +6.02% | |
| 20 | RMBS | Rambus Inc | 股票-科技 | 1.36% | -0.17% | -6.43% | |
| 21 | MU | Micron Technology Inc | 股票-科技 | 1.36% | +1.53% | +2.31% | |
| 22 | PSN | Parsons CORP | 股票-科技 | 1.31% | — | -40.37% | |
| 23 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 1.29% | -0.59% | -2.51% | |
| 24 | DDOG | Datadog Inc - Class A | 股票-科技 | 1.23% | +0.40% | +12.08% | |
| 25 | PWR | Quanta Services Inc | 股票-工業 | 1.21% | -0.26% | -5.92% | |
| 26 | KVYO | Klaviyo Inc-a | 股票-其他 | 1.16% | -0.21% | — | |
| 27 | FSS | Federal Signal CORP | 股票-工業 | 1.12% | -0.18% | -0.03% | |
| 28 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.04% | -0.12% | +13.39% | |
| 29 | QCOM | Qualcomm Inc | 股票-科技 | 1.02% | — | -28.00% | |
| 30 | IRDM | Iridium Communications Inc | 股票-通訊服務 | 1.01% | — | -15.76% | |
| 31 | FRPT | Freshpet Inc | 股票-非循環性消費 | 0.99% | — | +114.29% | |
| 32 | WCN | Waste Connections Inc | 股票-工業 | 0.97% | -0.03% | — | |
| 33 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.83% | -0.36% | +20.50% | |
| 34 | MLM | Martin Marietta Materials | 股票-原物料 | 0.82% | -0.13% | -32.77% | |
| 35 | WAB | Wabtec CORP | 股票-工業 | 0.81% | -0.26% | -17.40% | |
| 36 | ELF | Elf Beauty Inc | 股票-非循環性消費 | 0.80% | — | -50.81% | |
| 37 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.78% | +0.05% | — | |
| 38 | IR | Ingersoll-rand Inc | 股票-工業 | 0.77% | -0.05% | — | |
| 39 | CHWY | Chewy Inc - Class A | 股票-循環性消費 | 0.76% | -0.17% | — | |
| 40 | ✓ | 股票-其他 | 0.76% | -0.05% | — | ||
| 41 | AAON | Aaon Inc | 股票-工業 | 0.74% | +0.08% | — | |
| 42 | CAT | Caterpillar Inc | 股票-工業 | 0.70% | +0.12% | -2.21% | |
| 43 | EXTR | Extreme Networks Inc | 股票-其他 | 0.67% | — | — | |
| 44 | HUBS | Hubspot Inc | 股票-科技 | 0.67% | -0.07% | +14.00% | |
| 45 | VMC | Vulcan Materials Co | 股票-原物料 | 0.67% | -0.08% | -44.20% | |
| 46 | CP | Canadian Pacific Kansas City | 股票-工業 | 0.67% | -0.02% | — | |
| 47 | LSCC | Lattice Semiconductor CORP | 股票-科技 | 0.64% | -0.06% | — | |
| 48 | TOST | Toast Inc-class A | 股票-科技 | 0.64% | -0.01% | +464.40% | |
| 49 | GFF | Griffon CORP | 股票-工業 | 0.63% | +0.03% | +8.03% | |
| 50 | KTOS | Kratos Defense & Security | 股票-工業 | 0.62% | -0.26% | +194.41% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +3.6% | +5069.98% | 加碼 |
| 2 | KVYO | Klaviyo Inc-a | +1.2% | NEW | 新建倉 |
| 3 | AMZN | Amazon.com Inc | +0.8% | +3.76% | 加碼 |
| 4 | CHWY | Chewy Inc - Class A | +0.8% | NEW | 新建倉 |
| 5 | ✓ | +0.8% | NEW | 新建倉 | |
| 6 | AAON | Aaon Inc | +0.7% | NEW | 新建倉 |
| 7 | BROS | Dutch Bros Inc-class A | +0.6% | NEW | 新建倉 |
| 8 | FRPT | Freshpet Inc | +0.6% | +114.29% | 加碼 |
| 9 | CRM | Salesforce Inc | +0.6% | +0.13% | 加碼 |
| 10 | TOST | Toast Inc-class A | +0.6% | +464.40% | 加碼 |
| 11 | CCL1EUR | Carnival CORP LTD | +0.5% | NEW | 新建倉 |
| 12 | SITE | Siteone Landscape Supply Inc | +0.5% | NEW | 新建倉 |
| 13 | KTOS | Kratos Defense & Security | +0.4% | +194.41% | 加碼 |
| 14 | GOOG | Alphabet Inc-cl C | +0.4% | -2.07% | 減碼 |
| 15 | XYZ | Block Inc | +0.4% | +6.02% | 加碼 |
| 16 | NOW | Servicenow Inc | +0.4% | -5.28% | 減碼 |
| 17 | DDOG | Datadog Inc - Class A | +0.4% | +12.08% | 加碼 |
| 18 | MRVL | Marvell Technology Inc | +0.3% | -31.26% | 減碼 |
| 19 | SNOW | Snowflake Inc | +0.3% | NEW | 新建倉 |
| 20 | HUBS | Hubspot Inc | +0.2% | +14.00% | 加碼 |
| 21 | V | Visa Inc-class A Shares | -0.2% | -24.13% | 減碼 |
| 22 | MSFT | Microsoft CORP | -0.2% | -6.23% | 減碼 |
| 23 | MU | Micron Technology Inc | -0.2% | +2.31% | 加碼 |
| 24 | IRDM | Iridium Communications Inc | -0.2% | -15.76% | 減碼 |
| 25 | DVN | Devon Energy CORP | -0.2% | EXIT | 清倉 |
| 26 | ABX | Barrick Gold CORP | -0.3% | -76.06% | 減碼 |
| 27 | AXNX* | Axonics Inc | -0.3% | EXIT | 清倉 |
| 28 | ARM | Arm Holdings Plc-adr | -0.3% | -0.81% | 減碼 |
| 29 | MA | Mastercard Inc - A | -0.3% | -21.57% | 減碼 |
| 30 | NVDA | Nvidia CORP | -0.3% | -18.59% | 減碼 |
| 31 | COP | Conocophillips | -0.3% | -78.70% | 減碼 |
| 32 | MLM | Martin Marietta Materials | -0.4% | -32.77% | 減碼 |
| 33 | LIN | Linde plc | -0.4% | -72.63% | 減碼 |
| 34 | AAPL | Apple Inc | -0.4% | -20.96% | 減碼 |
| 35 | EL | Estee Lauder Companies-cl A | -0.4% | EXIT | 清倉 |
| 36 | FISV | Fiserv Inc | -0.4% | -99.22% | 減碼 |
| 37 | MPC | Marathon Petroleum CORP | -0.4% | EXIT | 清倉 |
| 38 | VMC | Vulcan Materials Co | -0.5% | -44.20% | 減碼 |
| 39 | LLY | Eli Lilly & Co | -0.5% | -90.15% | 減碼 |
| 40 | QCOM | Qualcomm Inc | -0.5% | -28.00% | 減碼 |
| 41 | ELF | Elf Beauty Inc | -0.6% | -50.81% | 減碼 |
| 42 | SHW | Sherwin-williams Co/the | -0.6% | -84.67% | 減碼 |
| 43 | MUSA | Murphy USA Inc | -0.6% | -88.20% | 減碼 |
| 44 | MPWR | Monolithic Power Systems Inc | -0.7% | -2.51% | 減碼 |
| 45 | FLYW | Flywire Corp-voting | -0.9% | EXIT | 清倉 |
| 46 | AVAV | Aerovironment Inc | -0.9% | EXIT | 清倉 |
| 47 | BABA | Alibaba Group Holding-sp Adr | -0.9% | -79.17% | 減碼 |
| 48 | AMD | Advanced Micro Devices | -0.9% | -3.57% | 減碼 |
| 49 | PSN | Parsons CORP | -1.1% | -40.37% | 減碼 |
| 50 | SYM | Symbotic Inc | -1.4% | -80.65% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 在 Q4 2024 季度的美股持倉總市值約為 US$3.0億，共申報了 180 個公開持股部位。
在 Q4 2024 季度，Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 按市值排列的前三大核心持股分別為：NVDA (6.0%)、MSFT (4.0%)、AMZN (3.9%)。其中最大持股部位 NVDA 佔據整體投資組合約 6.0% 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
KVYO
市值: US$292.0萬
本季最大獲利了結 / 清倉標的
AVAV
前期市值: US$230.6萬
在 Q4 2024 季度中，Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 共進行了 50 項持倉異動，包含新建倉 8 個部位、加碼 10 個部位、減碼 26 個部位以及清倉 6 個部位。 其中最大新建倉標的為 KVYO。 本季清倉部位包含 AVAV。
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。