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: 0001033427
申報總市值
US$2.9億
US$2.9億
48 檔
44.8%
在 Q4 2024 申報期間，Iridian Asset Management Llc/ct（CIK: 0001033427）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$2.9億，共持有 48 個公開申報部位。
數據顯示 Iridian Asset Management Llc/ct 於 Q4 2024 季度持續回收資金，對 26 個既有部位進行裁減並清倉 8 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Iridian Asset Management Llc/ct 的前 5 大核心持股（包含 SPY, TNL, ACVA 等）合計佔整體申報市值的 44.8%，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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 9.36% | — | -40.00% | |
| 2 | TNL | Travel + Leisure Co | 股票-循環性消費 | 6.76% | -0.37% | -5.67% | |
| 3 | ACVA | Acv Auctions Inc-a | 股票-其他 | 6.36% | +2.37% | +4.15% | |
| 4 | POST | Post Holdings Inc | 股票-非循環性消費 | 6.27% | -0.47% | +20.34% | |
| 5 | ELV | Elevance Health Inc | 股票-醫療保健 | 5.91% | -0.58% | +53.74% | |
| 6 | LAD | Lithia Motors Inc | 股票-循環性消費 | 5.12% | -0.27% | -17.96% | |
| 7 | RTO | Rentokil Initial Plc-sp Adr | 股票-其他 | 4.91% | -0.95% | +1.25% | |
| 8 | CCK | Crown Holdings Inc | 股票-循環性消費 | 4.89% | -0.20% | +13.50% | |
| 9 | HLF | Herbalife Ltd. | 股票-其他 | 4.46% | -0.29% | +12.55% | |
| 10 | GEN | Gen Digital Inc | 股票-科技 | 3.22% | -0.15% | -8.49% | |
| 11 | HGV | Hilton Grand Vacations Inc | 股票-其他 | 3.11% | +0.60% | -3.76% | |
| 12 | AXSM | Axsome Therapeutics Inc | 股票-醫療保健 | 2.82% | -0.59% | -1.36% | |
| 13 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 2.51% | +0.26% | -65.11% | |
| 14 | CRL | Charles River Laboratories | 股票-醫療保健 | 2.50% | -0.69% | EXIT | |
| 15 | LNWO | Light & Wonder Inc | 股票-其他 | 2.30% | — | +94.28% | |
| 16 | QSR | Restaurant Brands Intern | 股票-循環性消費 | 1.87% | -0.29% | +74.62% | |
| 17 | GTLS | Chart Industries Inc | 股票-工業 | 1.82% | — | -16.45% | |
| 18 | ESI | Element Solutions Inc | 股票-原物料 | 1.75% | -0.24% | -10.98% | |
| 19 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.71% | — | — | |
| 20 | BECNUSD | Beacon Roofing Supply Inc | 股票-其他 | 1.61% | — | -28.74% | |
| 21 | PGEN | Precigen Inc | 股票-其他 | 1.56% | +2.26% | +38.82% | |
| 22 | CLVT | Clarivate Plc | 股票-其他 | 1.51% | -0.62% | +7.16% | |
| 23 | FLEX | Flex Ltd. | 股票-科技 | 1.50% | +1.04% | -72.45% | |
| 24 | ON | On Semiconductor | 股票-科技 | 1.48% | +0.16% | -2.60% | |
| 25 | WOLF* | Wolfspeed Inc | 股票-其他 | 1.45% | — | +56.61% | |
| 26 | YOU | Clear Secure Inc -class A | 股票-科技 | 1.28% | -0.42% | EXIT | |
| 27 | WBD | Warner Bros Discovery Inc | 股票-通訊服務 | 1.26% | — | +136.56% | |
| 28 | LH | Labcorp Holdings Inc | 股票-醫療保健 | 1.25% | -0.14% | -7.75% | |
| 29 | BILL | Bill Holdings Inc | 股票-科技 | 1.21% | -0.76% | -81.77% | |
| 30 | DBRG | Digitalbridge Group Inc | 股票-金融 | 1.10% | -0.04% | -5.76% | |
| 31 | APY1EUR | Championx CORP | 股票-其他 | 0.90% | — | -2.45% | |
| 32 | ICE | Intercontinental Exchange In | 股票-金融 | 0.89% | -0.27% | -8.63% | |
| 33 | BKR | Baker Hughes Co | 股票-能源 | 0.86% | -0.33% | -45.58% | |
| 34 | KKR | Kkr & Co Inc | 股票-金融 | 0.82% | -0.25% | -23.11% | |
| 35 | KPLT | Katapult Holdings Inc | 股票-其他 | 0.79% | -0.59% | +9.50% | |
| 36 | ✓ | Avadel Pharmaceuticals PLC ADR | 股票-其他 | 0.47% | — | +1.12% | |
| 37 | TGTX | Tg Therapeutics Inc | 股票-醫療保健 | 0.38% | -0.49% | — | |
| 38 | ✓ | National Energy Services Reu | 股票-其他 | 0.37% | +0.30% | — | |
| 39 | BE | Bloom Energy Corp- A | 股票-工業 | 0.34% | — | -8.51% | |
| 40 | TECK | Teck Resources Ltd-cls B | 股票-原物料 | 0.28% | — | -48.50% | |
| 41 | FTRE | Fortrea Holdings Inc | 股票-醫療保健 | 0.24% | — | -9.25% | |
| 42 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密貨幣 | 0.23% | — | -41.69% | |
| 43 | MOH | Molina Healthcare Inc | 股票-醫療保健 | 0.20% | -0.30% | — | |
| 44 | Z | Zillow Group Inc - C | 股票-通訊服務 | 0.12% | -0.12% | -1.91% | |
| 45 | MRCY | Mercury Systems Inc | 股票-工業 | 0.10% | — | -2.08% | |
| 46 | CLNE | Clean Energy Fuels CORP | 股票-其他 | 0.10% | — | — | |
| 47 | ✓ | National Energy Services Reu | 股票-其他 | 0.03% | — | — | |
| 48 | AMPSUSD | Altus Power Inc | 股票-其他 | 0.01% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | POST | Post Holdings Inc | +2% | +20.34% | 加碼 |
| 2 | ACVA | Acv Auctions Inc-a | +1.7% | +4.15% | 加碼 |
| 3 | IWR | Ishares Russell Mid-cap ETF | +1.7% | NEW | 新建倉 |
| 4 | ELV | Elevance Health Inc | +1.6% | +53.74% | 加碼 |
| 5 | TNL | Travel + Leisure Co | +1.5% | -5.67% | 減碼 |
| 6 | LNWO | Light & Wonder Inc | +1.3% | +94.28% | 加碼 |
| 7 | RTO | Rentokil Initial Plc-sp Adr | +1.1% | +1.25% | 加碼 |
| 8 | HLF | Herbalife Ltd. | +1% | +12.55% | 加碼 |
| 9 | WBD | Warner Bros Discovery Inc | +0.9% | +136.56% | 加碼 |
| 10 | QSR | Restaurant Brands Intern | +0.9% | +74.62% | 加碼 |
| 11 | CCK | Crown Holdings Inc | +0.9% | +13.50% | 加碼 |
| 12 | PGEN | Precigen Inc | +0.8% | +38.82% | 加碼 |
| 13 | HGV | Hilton Grand Vacations Inc | +0.7% | -3.76% | 減碼 |
| 14 | GTLS | Chart Industries Inc | +0.7% | -16.45% | 減碼 |
| 15 | LAD | Lithia Motors Inc | +0.7% | -17.96% | 減碼 |
| 16 | GEN | Gen Digital Inc | +0.4% | -8.49% | 減碼 |
| 17 | AXSM | Axsome Therapeutics Inc | +0.4% | -1.36% | 減碼 |
| 18 | ✓ | National Energy Services Reu | +0.4% | NEW | 新建倉 |
| 19 | WOLF* | Wolfspeed Inc | +0.4% | +56.61% | 加碼 |
| 20 | BE | Bloom Energy Corp- A | +0.2% | -8.51% | 減碼 |
| 21 | LH | Labcorp Holdings Inc | +0.2% | -7.75% | 減碼 |
| 22 | CRL | Charles River Laboratories | +0.2% | -7.41% | 減碼 |
| 23 | TGTX | Tg Therapeutics Inc | +0.1% | — | 不變 |
| 24 | YOU | Clear Secure Inc -class A | +0.1% | +9.48% | 加碼 |
| 25 | ON | On Semiconductor | +0.1% | -2.60% | 減碼 |
| 26 | APY1EUR | Championx CORP | +0.1% | -2.45% | 減碼 |
| 27 | ESI | Element Solutions Inc | +0.1% | -10.98% | 減碼 |
| 28 | BECNUSD | Beacon Roofing Supply Inc | +0.1% | -28.74% | 減碼 |
| 29 | KKR | Kkr & Co Inc | +0.1% | -23.11% | 減碼 |
| 30 | ICE | Intercontinental Exchange In | +0.1% | -8.63% | 減碼 |
| 31 | ✓ | National Energy Services Reu | 0% | NEW | 新建倉 |
| 32 | Z | Zillow Group Inc - C | 0% | -1.91% | 減碼 |
| 33 | MRCY | Mercury Systems Inc | 0% | -2.08% | 減碼 |
| 34 | FTRE | Fortrea Holdings Inc | 0% | -9.25% | 減碼 |
| 35 | GBTC | Grayscale Bitcoin Trust ETF | 0% | -41.69% | 減碼 |
| 36 | MOH | Molina Healthcare Inc | 0% | — | 不變 |
| 37 | ✓ | Avadel Pharmaceuticals PLC ADR | — | +1.12% | 加碼 |
| 38 | CLNE | Clean Energy Fuels CORP | — | — | 不變 |
| 39 | AMPSUSD | Altus Power Inc | — | — | 不變 |
| 40 | ✓ | Danimer Scientific Inc | — | EXIT | 清倉 |
| 41 | BTCGBP | Grayscale Bitcoin Mini Trust | 0% | EXIT | 清倉 |
| 42 | MGNI | Magnite Inc | -0.1% | EXIT | 清倉 |
| 43 | SLQT | Selectquote Inc | -0.1% | EXIT | 清倉 |
| 44 | DBRG | Digitalbridge Group Inc | -0.1% | -5.76% | 減碼 |
| 45 | NVCT | Nuvectis Pharma Inc | -0.1% | EXIT | 清倉 |
| 46 | CLVT | Clarivate Plc | -0.1% | +7.16% | 加碼 |
| 47 | KPLT | Katapult Holdings Inc | -0.1% | +9.50% | 加碼 |
| 48 | NRG | Nrg Energy Inc | -0.1% | EXIT | 清倉 |
| 49 | BKR | Baker Hughes Co | -0.3% | -45.58% | 減碼 |
| 50 | TECK | Teck Resources Ltd-cls B | -0.3% | -48.50% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Iridian Asset Management Llc/ct 在 Q4 2024 季度的美股持倉總市值約為 US$2.9億，共申報了 48 個公開持股部位。
在 Q4 2024 季度，Iridian Asset Management Llc/ct 按市值排列的前三大核心持股分別為：SPY (9.4%)、TNL (6.8%)、ACVA (6.4%)。其中最大持股部位 SPY 佔據整體投資組合約 9.4% 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
IWR
市值: US$640.9萬
本季最大獲利了結 / 清倉標的
IWM
前期市值: US$4417.8萬
在 Q4 2024 季度中，Iridian Asset Management Llc/ct 共進行了 52 項持倉異動，包含新建倉 3 個部位、加碼 15 個部位、減碼 26 個部位以及清倉 8 個部位。 其中最大新建倉標的為 IWR。 本季清倉部位包含 IWM。
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。