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: 0001812178
申報總市值
US$7.2億
US$7.2億
141 檔
17.2%
Q4 2024 季度申報顯示，Jackson Square Capital, LLC 揭露的美股組合總市值為 US$7.2億，涵蓋 141 個不同之權益投資部位。
Jackson Square Capital, LLC 在 Q4 2024 進行了結構性的板塊輪動與部位換股。在開立 11 個全新部位及加碼 13 檔持股的同時，亦同步清倉 9 檔並減碼 16 檔標的。
整體而言，Jackson Square Capital, LLC 的前 5 大持股（包含 AAPL, NVDA, AVGO）貢獻了組合市值的 17.2%，形成該機構在 Q4 2024 季度的基本面基石。
| # | 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 | AAPL | Apple Inc | 股票-科技 | 7.77% | -1.55% | +4.47% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.78% | -1.74% | -21.38% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 5.66% | -0.94% | -0.79% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 5.36% | +0.57% | -5.75% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 5.21% | -0.14% | +20.16% | |
| 6 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.57% | -0.43% | -16.07% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.45% | +0.83% | -2.65% | |
| 8 | ANET | Arista Networks Inc | 股票-科技 | 2.53% | -0.05% | — | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.18% | -0.56% | -3.41% | |
| 10 | MU | Micron Technology Inc | 股票-科技 | 2.01% | +7.25% | -13.09% | |
| 11 | ✓ | Cyberark Software LTD. Cmn | 股票-其他 | 1.92% | — | -0.17% | |
| 12 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.81% | -0.54% | +6.08% | |
| 13 | VRT | Vertiv Holdings Co-a | 股票-工業 | 1.80% | -0.28% | +82.21% | |
| 14 | NOW | Servicenow Inc | 股票-科技 | 1.62% | — | +1442.23% | |
| 15 | ETN | Eaton Corporation plc | 股票-工業 | 1.56% | -0.02% | -8.11% | |
| 16 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.48% | -0.01% | +17.19% | |
| 17 | CAT | Caterpillar Inc | 股票-工業 | 1.48% | +0.06% | +1.86% | |
| 18 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.39% | +0.99% | +2804.41% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.34% | — | +114.41% | |
| 20 | NFLX | Netflix Inc | 股票-通訊服務 | 1.34% | -0.37% | -25.07% | |
| 21 | T | At&t Inc | 股票-通訊服務 | 1.32% | -0.45% | -8.55% | |
| 22 | TMUS | T-mobile US Inc | 股票-通訊服務 | 1.19% | -0.15% | EXIT | |
| 23 | ARM | Arm Holdings Plc-adr | 股票-科技 | 1.19% | +0.49% | -27.92% | |
| 24 | PNC | Pnc Financial Services Group | 股票-金融 | 1.15% | — | -5.75% | |
| 25 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.14% | -0.53% | +123.31% | |
| 26 | LIN | Linde plc | 股票-原物料 | 1.13% | -0.58% | -2.64% | |
| 27 | COHR | Coherent CORP | 股票-科技 | 1.08% | +0.19% | -28.05% | |
| 28 | MA | Mastercard Inc - A | 股票-金融 | 1.04% | -0.12% | +59.37% | |
| 29 | CDNS | Cadence Design Sys Inc | 股票-科技 | 1.02% | +0.40% | -0.50% | |
| 30 | MRVL | Marvell Technology Inc | 股票-科技 | 0.84% | +0.12% | +726.79% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.83% | -0.42% | -1.18% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.83% | -0.12% | +7.56% | |
| 33 | CB | Chubb Limited | 股票-金融 | 0.81% | — | -1.41% | |
| 34 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.75% | -0.18% | -42.36% | |
| 35 | AMD | Advanced Micro Devices | 股票-科技 | 0.73% | +0.05% | -0.25% | |
| 36 | SNPS | Synopsys Inc | 股票-科技 | 0.72% | +0.03% | -2.92% | |
| 37 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.70% | -0.19% | -36.85% | |
| 38 | SYK | Stryker CORP | 股票-醫療保健 | 0.69% | -0.08% | -12.55% | |
| 39 | HUBS | Hubspot Inc | 股票-科技 | 0.69% | — | — | |
| 40 | WAL | Western Alliance Bancorp | 股票-金融 | 0.67% | -0.03% | +64.40% | |
| 41 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.64% | -0.03% | -55.47% | |
| 42 | AXP | American Express Co | 股票-金融 | 0.63% | — | — | |
| 43 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.60% | -0.08% | +60.16% | |
| 44 | DHR | Danaher CORP | 股票-醫療保健 | 0.60% | -0.12% | -8.83% | |
| 45 | LRCX | Lam Research CORP | 股票-科技 | 0.53% | +0.82% | — | |
| 46 | HON | Honeywell International Inc | 股票-工業 | 0.52% | -0.13% | EXIT | |
| 47 | CSCO | Cisco Systems Inc | 股票-科技 | 0.51% | +0.01% | +53.52% | |
| 48 | KLAC | Kla CORP | 股票-科技 | 0.51% | +0.76% | -60.50% | |
| 49 | APH | Amphenol Corp-cl A | 股票-科技 | 0.50% | +0.47% | NEW | |
| 50 | GTLB | Gitlab Inc-cl A | 股票-科技 | 0.50% | +0.03% | NEW |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ANET | Arista Networks Inc | +2.5% | NEW | 新建倉 |
| 2 | NOW | Servicenow Inc | +1.5% | +1442.23% | 加碼 |
| 3 | AMZN | Amazon.com Inc | +1.4% | +20.16% | 加碼 |
| 4 | PANW | Palo Alto Networks Inc | +1.3% | +2804.41% | 加碼 |
| 5 | AVGO | Broadcom Inc | +1.3% | -0.79% | 減碼 |
| 6 | VRT | Vertiv Holdings Co-a | +0.9% | +82.21% | 加碼 |
| 7 | MRVL | Marvell Technology Inc | +0.8% | +726.79% | 加碼 |
| 8 | VO | Vanguard Mid-cap ETF | +0.7% | +114.41% | 加碼 |
| 9 | HUBS | Hubspot Inc | +0.7% | NEW | 新建倉 |
| 10 | AAPL | Apple Inc | +0.6% | +4.47% | 加碼 |
| 11 | TJX | Tjx Companies Inc | +0.6% | +123.31% | 加碼 |
| 12 | AXP | American Express Co | +0.6% | NEW | 新建倉 |
| 13 | LRCX | Lam Research CORP | +0.5% | NEW | 新建倉 |
| 14 | APH | Amphenol Corp-cl A | +0.5% | NEW | 新建倉 |
| 15 | MA | Mastercard Inc - A | +0.4% | +59.37% | 加碼 |
| 16 | GTLB | Gitlab Inc-cl A | +0.4% | +328.07% | 加碼 |
| 17 | IBIT | Ishares Bitcoin Trust ETF | +0.4% | NEW | 新建倉 |
| 18 | CLBT | Cellebrite DI Ltd. | +0.4% | NEW | 新建倉 |
| 19 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +17.19% | 加碼 |
| 20 | VST | Vistra CORP | +0.3% | NEW | 新建倉 |
| 21 | BMY | Bristol-myers Squibb Co | +0.3% | NEW | 新建倉 |
| 22 | DDOG | Datadog Inc - Class A | +0.3% | NEW | 新建倉 |
| 23 | GOOGL | Alphabet Inc-cl A | +0.3% | -2.65% | 減碼 |
| 24 | ISRG | Intuitive Surgical Inc | +0.2% | +60.16% | 加碼 |
| 25 | WAL | Western Alliance Bancorp | +0.2% | +64.40% | 加碼 |
| 26 | FCNCA | First Citizens Bcshs -cl A | +0.2% | NEW | 新建倉 |
| 27 | ✓ | Cyberark Software LTD. Cmn | +0.2% | -0.17% | 減碼 |
| 28 | DFH | Dream Finders Homes Inc - A | -0.2% | — | 不變 |
| 29 | 6D8 | Dupont De Nemours Inc | -0.3% | EXIT | 清倉 |
| 30 | AMD | Advanced Micro Devices | -0.3% | -0.25% | 減碼 |
| 31 | BBY | Best Buy Co Inc | -0.3% | EXIT | 清倉 |
| 32 | ASND | Ascendis Pharma A/S | -0.4% | EXIT | 清倉 |
| 33 | COHR | Coherent CORP | -0.4% | -28.05% | 減碼 |
| 34 | TMUS | T-mobile US Inc | -0.4% | -26.78% | 減碼 |
| 35 | TECK | Teck Resources Ltd-cls B | -0.4% | EXIT | 清倉 |
| 36 | BLDR | Builders Firstsource Inc | -0.4% | EXIT | 清倉 |
| 37 | MRK | Merck & Co. Inc. | -0.5% | -71.79% | 減碼 |
| 38 | ABBV | Abbvie Inc | -0.6% | -36.85% | 減碼 |
| 39 | MSFT | Microsoft CORP | -0.6% | -5.75% | 減碼 |
| 40 | LRCXEUR | Lam Research CORP | -0.6% | EXIT | 清倉 |
| 41 | SHY | Ishares 1-3 Year Treasury Bo | -0.7% | EXIT | 清倉 |
| 42 | ARM | Arm Holdings Plc-adr | -0.8% | -27.92% | 減碼 |
| 43 | TMO | Thermo Fisher Scientific Inc | -0.8% | -42.36% | 減碼 |
| 44 | MU | Micron Technology Inc | -0.9% | -13.09% | 減碼 |
| 45 | NVDA | Nvidia CORP | -1.1% | -21.38% | 減碼 |
| 46 | MNDY | monday.com Ltd. | -1.1% | EXIT | 清倉 |
| 47 | NEE | Nextera Energy Inc | -1.1% | -55.47% | 減碼 |
| 48 | KLAC | Kla CORP | -1.1% | -60.50% | 減碼 |
| 49 | LLY | Eli Lilly & Co | -1.5% | -16.07% | 減碼 |
| 50 | ANETEUR | Arista Networks Inc | -2.6% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Jackson Square Capital, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$7.2億，共申報了 141 個公開持股部位。
在 Q4 2024 季度，Jackson Square Capital, LLC 按市值排列的前三大核心持股分別為：AAPL (7.8%)、NVDA (5.8%)、AVGO (5.7%)。其中最大持股部位 AAPL 佔據整體投資組合約 7.8% 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
ANET
市值: US$1049.1萬
本季最大獲利了結 / 清倉標的
ANETEUR
前期市值: US$1053.6萬
在 Q4 2024 季度中，Jackson Square Capital, LLC 共進行了 49 項持倉異動，包含新建倉 11 個部位、加碼 13 個部位、減碼 16 個部位以及清倉 9 個部位。 其中最大新建倉標的為 ANET。 本季清倉部位包含 ANETEUR。
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。