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$2.7億
US$2.7億
41 檔
46.3%
在 Q2 2026 的 13F 官方備案中，Iridian Asset Management Llc/ct 管理的美股投資組合規模來到 US$2.7億，整體持股檔數為 41 檔。
從 Q2 2026 申報觀察，Iridian Asset Management Llc/ct 採取防禦導向的調倉策略，本季減碼 27 檔個股並出清 3 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，Iridian Asset Management Llc/ct 的前 5 大核心持股（包含 ACVA, HLF, HGV 等）合計佔整體申報市值的 46.3%，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 | ACVA | Acv Auctions Inc-a | 股票-其他 | 11.31% | +0.35% | -11.98% | |
| 2 | HLF | Herbalife Ltd. | 股票-其他 | 9.39% | -0.30% | +28.16% | |
| 3 | HGV | Hilton Grand Vacations Inc | 股票-其他 | 8.29% | +0.68% | -5.07% | |
| 4 | PGEN | Precigen Inc | 股票-其他 | 7.90% | +1.64% | +12.23% | |
| 5 | POST | Post Holdings Inc | 股票-非循環性消費 | 6.82% | +0.30% | +23.59% | |
| 6 | LAD | Lithia Motors Inc | 股票-循環性消費 | 6.37% | -1.40% | -2.63% | |
| 7 | TNL | Travel + Leisure Co | 股票-循環性消費 | 5.15% | -0.69% | -0.38% | |
| 8 | NVCT | Nuvectis Pharma Inc | 股票-其他 | 4.91% | +1.18% | +19.23% | |
| 9 | AXSM | Axsome Therapeutics Inc | 股票-醫療保健 | 4.03% | -1.00% | -28.99% | |
| 10 | ESI | Element Solutions Inc | 股票-原物料 | 3.03% | -0.07% | -21.85% | |
| 11 | FLEX | Flex Ltd. | 股票-科技 | 2.98% | -0.90% | -26.97% | |
| 12 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 2.64% | -0.03% | +39.60% | |
| 13 | ON | On Semiconductor | 股票-科技 | 2.37% | +0.09% | -16.95% | |
| 14 | ✓ | National Energy Services Reu | 股票-其他 | 2.34% | -0.64% | -3.07% | |
| 15 | BILL | Bill Holdings Inc | 股票-科技 | 2.33% | -0.41% | -5.49% | |
| 16 | ELV | Elevance Health Inc | 股票-醫療保健 | 1.99% | -0.54% | -30.69% | |
| 17 | KPLT | Katapult Holdings Inc | 股票-其他 | 1.98% | -0.52% | -2.70% | |
| 18 | CCK | Crown Holdings Inc | 股票-循環性消費 | 1.73% | — | -5.48% | |
| 19 | RTO | Rentokil Initial Plc-sp Adr | 股票-其他 | 1.46% | +0.18% | -21.58% | |
| 20 | GEN | Gen Digital Inc | 股票-科技 | 1.30% | -0.46% | -19.55% | |
| 21 | BRBR | Bellring Brands Inc | 股票-非循環性消費 | 1.27% | -0.03% | +27.80% | |
| 22 | CLVT | Clarivate Plc | 股票-其他 | 1.21% | -0.31% | -8.59% | |
| 23 | AMRZ | Amrize Ltd | 股票-原物料 | 0.94% | -0.30% | +313.36% | |
| 24 | KKR | Kkr & Co Inc | 股票-金融 | 0.93% | -0.04% | -5.47% | |
| 25 | NKTR | Nektar Therapeutics | 股票-其他 | 0.93% | +1.16% | +23.89% | |
| 26 | BKR | Baker Hughes Co | 股票-能源 | 0.89% | -0.05% | -5.56% | |
| 27 | ICE | Intercontinental Exchange In | 股票-金融 | 0.72% | +0.13% | +9.45% | |
| 28 | BALL | Ball CORP | 股票-循環性消費 | 0.71% | +0.26% | -5.52% | |
| 29 | SLB | Slb LTD | 股票-能源 | 0.70% | -0.07% | -17.04% | |
| 30 | QSR | Restaurant Brands Intern | 股票-循環性消費 | 0.60% | -0.03% | -19.88% | |
| 31 | TGTX | Tg Therapeutics Inc | 股票-醫療保健 | 0.52% | +0.04% | -63.22% | |
| 32 | ENR | Energizer Holdings Inc | 股票-其他 | 0.50% | -0.02% | -66.99% | |
| 33 | ABVX | Abivax Sa-adr | 股票-其他 | 0.42% | +0.19% | — | |
| 34 | RH | Rh | 股票-循環性消費 | 0.32% | -0.10% | -5.82% | |
| 35 | FLS | Flowserve CORP | 股票-工業 | 0.24% | +0.52% | — | |
| 36 | DBRG | Digitalbridge Group Inc | 股票-金融 | 0.21% | -0.21% | EXIT | |
| 37 | Z | Zillow Group Inc - C | 股票-通訊服務 | 0.18% | -0.03% | -5.69% | |
| 38 | LH | Labcorp Holdings Inc | 股票-醫療保健 | 0.17% | -0.17% | EXIT | |
| 39 | MOH | Molina Healthcare Inc | 股票-醫療保健 | 0.12% | -0.12% | EXIT | |
| 40 | BCTX | Briacell Therapeutics CORP | 股票-其他 | 0.07% | +0.03% | — | |
| 41 | BCTXL | Briacell Therapeutics CORP | 股票-其他 | 0.02% | +0.01% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVCT | Nuvectis Pharma Inc | +2.9% | +19.23% | 加碼 |
| 2 | ACVA | Acv Auctions Inc-a | +2.4% | -11.98% | 減碼 |
| 3 | PGEN | Precigen Inc | +2.3% | +12.23% | 加碼 |
| 4 | FLEX | Flex Ltd. | +1% | -26.97% | 減碼 |
| 5 | AMRZ | Amrize Ltd | +0.7% | +313.36% | 加碼 |
| 6 | HGV | Hilton Grand Vacations Inc | +0.6% | -5.07% | 減碼 |
| 7 | ABVX | Abivax Sa-adr | +0.4% | NEW | 新建倉 |
| 8 | ✓ | National Energy Services Reu | +0.3% | -3.07% | 減碼 |
| 9 | LPLA | Lpl Financial Holdings Inc | +0.3% | +39.60% | 加碼 |
| 10 | FLS | Flowserve CORP | +0.2% | NEW | 新建倉 |
| 11 | ON | On Semiconductor | +0.2% | -16.95% | 減碼 |
| 12 | NKTR | Nektar Therapeutics | 0% | +23.89% | 加碼 |
| 13 | BCTXL | Briacell Therapeutics CORP | 0% | — | 不變 |
| 14 | RH | Rh | 0% | -5.82% | 減碼 |
| 15 | BCTX | Briacell Therapeutics CORP | 0% | — | 不變 |
| 16 | DBRG | Digitalbridge Group Inc | 0% | — | 不變 |
| 17 | Z | Zillow Group Inc - C | -0.1% | -5.69% | 減碼 |
| 18 | ELTX | Elicio Therapeutics Inc | -0.1% | EXIT | 清倉 |
| 19 | BALL | Ball CORP | -0.1% | -5.52% | 減碼 |
| 20 | LH | Labcorp Holdings Inc | -0.1% | -37.35% | 減碼 |
| 21 | GEN | Gen Digital Inc | -0.2% | -19.55% | 減碼 |
| 22 | BRBR | Bellring Brands Inc | -0.2% | +27.80% | 加碼 |
| 23 | CCK | Crown Holdings Inc | -0.2% | -5.48% | 減碼 |
| 24 | ESI | Element Solutions Inc | -0.2% | -21.85% | 減碼 |
| 25 | KKR | Kkr & Co Inc | -0.3% | -5.47% | 減碼 |
| 26 | LAD | Lithia Motors Inc | -0.3% | -2.63% | 減碼 |
| 27 | ICE | Intercontinental Exchange In | -0.3% | +9.45% | 加碼 |
| 28 | HLF | Herbalife Ltd. | -0.3% | +28.16% | 加碼 |
| 29 | QSR | Restaurant Brands Intern | -0.3% | -19.88% | 減碼 |
| 30 | MOH | Molina Healthcare Inc | -0.3% | -80.31% | 減碼 |
| 31 | BKR | Baker Hughes Co | -0.3% | -5.56% | 減碼 |
| 32 | TNL | Travel + Leisure Co | -0.4% | -0.38% | 減碼 |
| 33 | SLB | Slb LTD | -0.4% | -17.04% | 減碼 |
| 34 | YOU | Clear Secure Inc -class A | -0.4% | EXIT | 清倉 |
| 35 | POST | Post Holdings Inc | -0.5% | +23.59% | 加碼 |
| 36 | TGTX | Tg Therapeutics Inc | -0.5% | -63.22% | 減碼 |
| 37 | ELV | Elevance Health Inc | -0.6% | -30.69% | 減碼 |
| 38 | KPLT | Katapult Holdings Inc | -0.6% | -2.70% | 減碼 |
| 39 | AXSM | Axsome Therapeutics Inc | -0.6% | -28.99% | 減碼 |
| 40 | CLVT | Clarivate Plc | -0.6% | -8.59% | 減碼 |
| 41 | CRL | Charles River Laboratories | -0.7% | EXIT | 清倉 |
| 42 | BILL | Bill Holdings Inc | -0.8% | -5.49% | 減碼 |
| 43 | ENR | Energizer Holdings Inc | -0.9% | -66.99% | 減碼 |
| 44 | RTO | Rentokil Initial Plc-sp Adr | -1% | -21.58% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Iridian Asset Management Llc/ct 在 Q2 2026 季度的美股持倉總市值約為 US$2.7億，共申報了 41 個公開持股部位。
在 Q2 2026 季度，Iridian Asset Management Llc/ct 按市值排列的前三大核心持股分別為：ACVA (11.3%)、HLF (9.4%)、HGV (8.3%)。其中最大持股部位 ACVA 佔據整體投資組合約 11.3% 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
ABVX
市值: US$122.1萬
本季最大獲利了結 / 清倉標的
CRL
前期市值: US$169.8萬
在 Q2 2026 季度中，Iridian Asset Management Llc/ct 共進行了 41 項持倉異動，包含新建倉 2 個部位、加碼 9 個部位、減碼 27 個部位以及清倉 3 個部位。 其中最大新建倉標的為 ABVX。 本季清倉部位包含 CRL。
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。