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: 0001399770
申報總市值
US$57.1億
US$57.1億
75 檔
65.4%
在 Q1 2025 申報期間，Kohlberg Kravis Roberts & Co. L.P.（CIK: 0001399770）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$57.1億，共持有 75 個公開申報部位。
Q1 2025 數據顯示 Kohlberg Kravis Roberts & Co. L.P. 積極進場，新開立 75 個部位並同步加碼 0 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Kohlberg Kravis Roberts & Co. L.P. 的前 5 大核心持股（包含 BTSG, HSIC, BBIO 等）合計佔整體申報市值的 65.4%，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 | BTSG | Brightspring Health Services | 股票-其他 | 37.99% | -0.55% | — | |
| 2 | HSIC | Henry Schein Inc | 股票-醫療保健 | 18.59% | +1.32% | — | |
| 3 | BBIO | Bridgebio Pharma Inc | 股票-醫療保健 | 15.04% | -1.12% | -23.75% | |
| 4 | BV | Brightview Holdings Inc | 股票-其他 | 9.65% | +0.59% | — | |
| 5 | NCLH 1.125 02-15-27債券 | Ncl Corporation LTD | 債券 | 3.09% | — | +37.90% | |
| 6 | JBLU 0.5 04-01-26債券 | Jetblue Airways CORP | 債券 | 2.91% | — | -9.93% | |
| 7 | KREF | Kkr Real Estate Finance Trus | 股票-其他 | 2.48% | +0.06% | — | |
| 8 | HOUS 0.25 06-15-26債券 | Anywhere Re Grp/realogy | 債券 | 2.01% | — | -1.53% | |
| 9 | MSGS | Madison Square Garden Sports | 股票-通訊服務 | 1.34% | — | — | |
| 10 | BHC | Bausch Health Cos Inc | 股票-醫療保健 | 0.77% | -0.08% | — | |
| 11 | AKAM 0.125 05-01-25債券 | Akamai Technologies Inc | 債券 | 0.57% | — | — | |
| 12 | DEC | Diversified Energy Company | 股票-其他 | 0.54% | — | — | |
| 13 | FSK | Fs Kkr Capital CORP | 股票-金融 | 0.46% | -0.01% | — | |
| 14 | IMCR 2.5 02-01-30債券 | Immunocore Holdings | 債券 | 0.43% | -0.08% | — | |
| 15 | CABO 0 03-15-26債券 | Cable One Inc | 債券 | 0.41% | — | +6.74% | |
| 16 | NCLH | Norwegian Cruise Line Holdings Ltd. | 股票-循環性消費 | 0.36% | — | — | |
| 17 | PPL 2.875 03-15-28債券 | Ppl Capital Funding Inc | 債券 | 0.31% | -0.04% | +35.11% | |
| 18 | AEIS 2.5 09-15-28債券 | Advanced Energy Ind | 債券 | 0.29% | -0.02% | EXIT | |
| 19 | CABO 1.125 03-15-28債券 | Cable One Inc | 債券 | 0.20% | — | -4.08% | |
| 20 | FLR 1.125 08-15-29債券 | Fluor CORP | 債券 | 0.19% | +0.01% | NEW | |
| 21 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.18% | — | — | |
| 22 | LIVN 2.5 03-15-29債券 | Livanova PLC | 債券 | 0.17% | +0.01% | NEW | |
| 23 | CRGY | Crescent Energy Inc-a | 股票-能源 | 0.15% | -2.31% | — | |
| 24 | RGEN 1 12-15-28債券 | Repligen CORP | 債券 | 0.14% | — | -18.75% | |
| 25 | HCAT 2.5 04-15-25債券 | Health Catalyst Inc | 債券 | 0.14% | — | — | |
| 26 | AKAM 1.125 02-15-29債券 | Akamai Technologies Inc | 債券 | 0.14% | -0.01% | -52.26% | |
| 27 | ATSG 3.875 08-15-29債券 | Air Transport Services G | 債券 | 0.13% | — | +211.56% | |
| 28 | TDOC 1.25 06-01-27債券 | Teladoc Health Inc | 債券 | 0.12% | -0.08% | EXIT | |
| 29 | HALO 1 08-15-28債券 | Halozyme Therapeutics In | 債券 | 0.10% | — | -41.67% | |
| 30 | NVCR 0 11-01-25債券 | Novocure LTD | 債券 | 0.08% | — | — | |
| 31 | SNAP 0.125 03-01-28債券 | Snap Inc | 債券 | 0.07% | -0.01% | — | |
| 32 | SABHLD 4 04-15-25債券 | Sabre Glbl Inc | 債券 | 0.06% | — | — | |
| 33 | MTN 0 01-01-26債券 | Vail Resorts Inc | 債券 | 0.06% | — | — | |
| 34 | WGO 3.25 01-15-30債券 | Winnebago Industries | 債券 | 0.06% | +0.10% | — | |
| 35 | CHRS | Coherus Oncology Inc | 股票-其他 | 0.05% | -0.02% | — | |
| 36 | ON 0.5 03-01-29債券 | On Semiconductor CORP | 債券 | 0.05% | -0.03% | -73.74% | |
| 37 | DBX 0 03-01-28債券 | Dropbox Inc | 債券 | 0.04% | — | — | |
| 38 | ITGR 2.125 02-15-28債券 | Integer Holdings CORP | 債券 | 0.04% | — | -78.55% | |
| 39 | ATEC 0.75 08-01-26債券 | Alphatec Holdings Inc | 債券 | 0.04% | — | — | |
| 40 | MIRM 4 05-01-29債券 | Mirum Pharmaceuticals | 債券 | 0.03% | — | — | |
| 41 | SPOT 0 03-15-26債券 | Spotify USA Inc | 債券 | 0.03% | — | — | |
| 42 | BMRN 1.25 05-15-27債券 | Biomarin Pharmaceutical | 債券 | 0.03% | -0.01% | EXIT | |
| 43 | PRGS 3.5 03-01-30債券 | Progress Software CORP | 債券 | 0.03% | -0.01% | — | |
| 44 | GH 0 11-15-27債券 | Guardant Health Inc | 債券 | 0.03% | — | — | |
| 45 | NVST 1.75 08-15-28債券 | Envista Holdings CORP | 債券 | 0.03% | — | — | |
| 46 | PD 1.5 10-15-28 *債券 | Pagerduty Inc. | 債券 | 0.03% | — | — | |
| 47 | JBTM 0.25 05-15-26債券 | Jbt Marel CORP | 債券 | 0.02% | — | — | |
| 48 | LYV 3.125 01-15-29債券 | Live Nation Entertainmen | 債券 | 0.02% | -0.03% | EXIT | |
| 49 | JAZZ 2 06-15-26債券 | Jazz Investments I LTD | 債券 | 0.02% | — | — | |
| 50 | AAL 6.5 07-01-25債券 | American Airlines Group | 債券 | 0.02% | — | -40.95% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BTSG | Brightspring Health Services | — | NEW | 新建倉 |
| 2 | HSIC | Henry Schein Inc | — | NEW | 新建倉 |
| 3 | BBIO | Bridgebio Pharma Inc | — | NEW | 新建倉 |
| 4 | BV | Brightview Holdings Inc | — | NEW | 新建倉 |
| 5 | NCLH 1.125 02-15-27債券 | Ncl Corporation LTD | — | NEW | 新建倉 |
| 6 | JBLU 0.5 04-01-26債券 | Jetblue Airways CORP | — | NEW | 新建倉 |
| 7 | KREF | Kkr Real Estate Finance Trus | — | NEW | 新建倉 |
| 8 | HOUS 0.25 06-15-26債券 | Anywhere Re Grp/realogy | — | NEW | 新建倉 |
| 9 | MSGS | Madison Square Garden Sports | — | NEW | 新建倉 |
| 10 | BHC | Bausch Health Cos Inc | — | NEW | 新建倉 |
| 11 | AKAM 0.125 05-01-25債券 | Akamai Technologies Inc | — | NEW | 新建倉 |
| 12 | DEC | Diversified Energy Company | — | NEW | 新建倉 |
| 13 | FSK | Fs Kkr Capital CORP | — | NEW | 新建倉 |
| 14 | IMCR 2.5 02-01-30債券 | Immunocore Holdings | — | NEW | 新建倉 |
| 15 | CABO 0 03-15-26債券 | Cable One Inc | — | NEW | 新建倉 |
| 16 | NCLH | Norwegian Cruise Line Holdings Ltd. | — | NEW | 新建倉 |
| 17 | PPL 2.875 03-15-28債券 | Ppl Capital Funding Inc | — | NEW | 新建倉 |
| 18 | AEIS 2.5 09-15-28債券 | Advanced Energy Ind | — | NEW | 新建倉 |
| 19 | CABO 1.125 03-15-28債券 | Cable One Inc | — | NEW | 新建倉 |
| 20 | FLR 1.125 08-15-29債券 | Fluor CORP | — | NEW | 新建倉 |
| 21 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | — | NEW | 新建倉 |
| 22 | LIVN 2.5 03-15-29債券 | Livanova PLC | — | NEW | 新建倉 |
| 23 | CRGY | Crescent Energy Inc-a | — | NEW | 新建倉 |
| 24 | RGEN 1 12-15-28債券 | Repligen CORP | — | NEW | 新建倉 |
| 25 | HCAT 2.5 04-15-25債券 | Health Catalyst Inc | — | NEW | 新建倉 |
| 26 | AKAM 1.125 02-15-29債券 | Akamai Technologies Inc | — | NEW | 新建倉 |
| 27 | ATSG 3.875 08-15-29債券 | Air Transport Services G | — | NEW | 新建倉 |
| 28 | TDOC 1.25 06-01-27債券 | Teladoc Health Inc | — | NEW | 新建倉 |
| 29 | HALO 1 08-15-28債券 | Halozyme Therapeutics In | — | NEW | 新建倉 |
| 30 | NVCR 0 11-01-25債券 | Novocure LTD | — | NEW | 新建倉 |
| 31 | SNAP 0.125 03-01-28債券 | Snap Inc | — | NEW | 新建倉 |
| 32 | SABHLD 4 04-15-25債券 | Sabre Glbl Inc | — | NEW | 新建倉 |
| 33 | MTN 0 01-01-26債券 | Vail Resorts Inc | — | NEW | 新建倉 |
| 34 | WGO 3.25 01-15-30債券 | Winnebago Industries | — | NEW | 新建倉 |
| 35 | CHRS | Coherus Oncology Inc | — | NEW | 新建倉 |
| 36 | ON 0.5 03-01-29債券 | On Semiconductor CORP | — | NEW | 新建倉 |
| 37 | DBX 0 03-01-28債券 | Dropbox Inc | — | NEW | 新建倉 |
| 38 | ITGR 2.125 02-15-28債券 | Integer Holdings CORP | — | NEW | 新建倉 |
| 39 | ATEC 0.75 08-01-26債券 | Alphatec Holdings Inc | — | NEW | 新建倉 |
| 40 | MIRM 4 05-01-29債券 | Mirum Pharmaceuticals | — | NEW | 新建倉 |
| 41 | SPOT 0 03-15-26債券 | Spotify USA Inc | — | NEW | 新建倉 |
| 42 | BMRN 1.25 05-15-27債券 | Biomarin Pharmaceutical | — | NEW | 新建倉 |
| 43 | PRGS 3.5 03-01-30債券 | Progress Software CORP | — | NEW | 新建倉 |
| 44 | GH 0 11-15-27債券 | Guardant Health Inc | — | NEW | 新建倉 |
| 45 | NVST 1.75 08-15-28債券 | Envista Holdings CORP | — | NEW | 新建倉 |
| 46 | PD 1.5 10-15-28 *債券 | Pagerduty Inc. | — | NEW | 新建倉 |
| 47 | JBTM 0.25 05-15-26債券 | Jbt Marel CORP | — | NEW | 新建倉 |
| 48 | LYV 3.125 01-15-29債券 | Live Nation Entertainmen | — | NEW | 新建倉 |
| 49 | JAZZ 2 06-15-26債券 | Jazz Investments I LTD | — | NEW | 新建倉 |
| 50 | AAL 6.5 07-01-25債券 | American Airlines Group | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Kohlberg Kravis Roberts & Co. L.P. 在 Q1 2025 季度的美股持倉總市值約為 US$57.1億，共申報了 75 個公開持股部位。
在 Q1 2025 季度，Kohlberg Kravis Roberts & Co. L.P. 按市值排列的前三大核心持股分別為：BTSG (38.0%)、HSIC (18.6%)、BBIO (15.0%)。其中最大持股部位 BTSG 佔據整體投資組合約 38.0% 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
BTSG
市值: US$16.8億
在 Q1 2025 季度中，Kohlberg Kravis Roberts & Co. L.P. 共進行了 75 項持倉異動，包含新建倉 75 個部位、加碼 0 個部位、減碼 0 個部位以及清倉 0 個部位。 其中最大新建倉標的為 BTSG。
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。