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
92 檔
81.4%
截至 Q1 2026 季度末，Kohlberg Kravis Roberts & Co. L.P. 的美股持倉估值約為 US$57.1億，全數申報部位共有 92 檔。
在 Q1 2026，Kohlberg Kravis Roberts & Co. L.P. 展現出較為審慎的避險與獲利了結姿態。本季共減碼 19 個部位並完全清倉 10 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 BTSG, HSIC, BBIO）占據了總市值的 81.4%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
| # | 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 | 33.33% | -0.55% | -32.48% | |
| 2 | HSIC | Henry Schein Inc | 股票-醫療保健 | 21.58% | +1.32% | — | |
| 3 | BBIO | Bridgebio Pharma Inc | 股票-醫療保健 | 18.42% | -1.12% | — | |
| 4 | CRGY | Crescent Energy Inc-a | 股票-能源 | 7.24% | -2.31% | +7.09% | |
| 5 | NIQ | NIQ Global Intelligence plc | 股票-其他 | 6.38% | -1.46% | — | |
| 6 | BV | Brightview Holdings Inc | 股票-其他 | 4.82% | +0.59% | — | |
| 7 | KREF | Kkr Real Estate Finance Trus | 股票-其他 | 1.14% | +0.06% | — | |
| 8 | PSKY | Paramount Skydance Cl B | 股票-通訊服務 | 0.93% | +0.03% | -35.15% | |
| 9 | AWK 3.625 06-15-26債券 | American Water Capital C | 債券 | 0.64% | -0.64% | EXIT | |
| 10 | XYZ 0 05-01-26債券 | Block Inc | 債券 | 0.59% | -0.59% | EXIT | |
| 11 | OXLC | Oxford Lane Capital CORP | 股票-其他 | 0.58% | -0.31% | — | |
| 12 | BHC | Bausch Health Cos Inc | 股票-醫療保健 | 0.53% | -0.08% | — | |
| 13 | NOG 3.625 04-15-29債券 | Northern Oil & Gas Inc | 債券 | 0.39% | -0.28% | -20.61% | |
| 14 | IMCR 2.5 02-01-30債券 | Immunocore Holdings | 債券 | 0.34% | -0.08% | -13.93% | |
| 15 | SABHLD 7.32 08-01-26債券 | Sabre Glbl Inc | 債券 | 0.25% | -0.10% | -12.90% | |
| 16 | PPL 2.875 03-15-28債券 | Ppl Capital Funding Inc | 債券 | 0.24% | -0.04% | — | |
| 17 | BXMT 5.5 03-15-27債券 | Blackstone Mortgage Tr | 債券 | 0.20% | +0.03% | +134.08% | |
| 18 | FSK | Fs Kkr Capital CORP | 股票-金融 | 0.19% | -0.01% | — | |
| 19 | WEC 4.375 06-01-29債券 | Wec Energy Group Inc | 債券 | 0.18% | -0.01% | — | |
| 20 | RDFN 0.5 04-01-27債券 | Redfin CORP | 債券 | 0.14% | — | -28.89% | |
| 21 | LCII 3 03-01-30債券 | Lci Industries | 債券 | 0.13% | +0.18% | — | |
| 22 | JD 0.25 06-01-29債券 | Jd.com Inc | 債券 | 0.13% | +0.01% | — | |
| 23 | TEM | Tempus Ai Inc-cl A | 股票-醫療保健 | 0.10% | +0.02% | — | |
| 24 | NCLH | Norwegian Cruise Line Holdings Ltd. | 股票-循環性消費 | 0.10% | — | -61.93% | |
| 25 | CHRS | Coherus Oncology Inc | 股票-其他 | 0.09% | -0.02% | — | |
| 26 | TDOC 1.25 06-01-27債券 | Teladoc Health Inc | 債券 | 0.08% | -0.08% | EXIT | |
| 27 | SNAP 0.125 03-01-28債券 | Snap Inc | 債券 | 0.07% | -0.01% | -43.48% | |
| 28 | MTH 1.75 05-15-28債券 | Meritage Homes CORP | 債券 | 0.05% | -0.03% | — | |
| 29 | WGO 3.25 01-15-30債券 | Winnebago Industries | 債券 | 0.05% | +0.10% | -11.44% | |
| 30 | ON 0.5 03-01-29債券 | On Semiconductor CORP | 債券 | 0.04% | -0.03% | — | |
| 31 | VRNS 1 09-15-29債券 | Varonis System Inc | 債券 | 0.04% | -0.03% | — | |
| 32 | JAZZ 3.125 09-15-30債券 | Jazz Investments I LTD | 債券 | 0.04% | -0.02% | — | |
| 33 | PSN 2.625 03-01-29債券 | Parsons CORP | 債券 | 0.04% | -0.03% | — | |
| 34 | STX 3.5 06-01-28債券 | Seagate Hdd Cayman | 債券 | 0.04% | -0.04% | EXIT | |
| 35 | NTNX 0.5 12-15-29債券 | Nutanix Inc | 債券 | 0.03% | -0.01% | — | |
| 36 | LYV 3.125 01-15-29債券 | Live Nation Entertainmen | 債券 | 0.03% | -0.03% | EXIT | |
| 37 | UGI 5 06-01-28債券 | Ugi CORP | 債券 | 0.03% | -0.02% | -91.71% | |
| 38 | ITRI 1.375 07-15-30債券 | Itron Inc | 債券 | 0.03% | -0.02% | — | |
| 39 | MKSI 1.25 06-01-30債券 | Mks Inc | 債券 | 0.03% | -0.02% | -47.91% | |
| 40 | OMCL 1 12-01-29債券 | Omnicell Inc | 債券 | 0.03% | -0.01% | — | |
| 41 | LITE 0.5 06-15-28債券 | Lumentum Holdings Inc | 債券 | 0.02% | -0.02% | EXIT | |
| 42 | CAKE 2 03-15-30債券 | Cheesecake Factory (the) | 債券 | 0.02% | — | — | |
| 43 | WDC 3 11-15-28債券 | Western Digital CORP | 債券 | 0.02% | -0.02% | EXIT | |
| 44 | GH 1.25 02-15-31債券 | Guardant Health Inc | 債券 | 0.02% | -0.02% | EXIT | |
| 45 | SNOW 0 10-01-29債券 | Snowflake Inc | 債券 | 0.02% | -0.01% | -60.59% | |
| 46 | COGT 1.625 11-15-31債券 | Cogent Biosciences Inc | 債券 | 0.02% | — | — | |
| 47 | IONS 1.75 06-15-28債券 | Ionis Pharmaceuticals In | 債券 | 0.02% | -0.02% | EXIT | |
| 48 | DDOG 0 12-01-29債券 | Datadog Inc | 債券 | 0.02% | -0.01% | — | |
| 49 | POST 2.5 08-15-27債券 | Post Holdings Inc | 債券 | 0.02% | -0.02% | EXIT | |
| 50 | ENOV 3.875 10-15-28債券 | Enovis CORP | 債券 | 0.02% | -0.01% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CRGY | Crescent Energy Inc-a | +3.7% | +7.09% | 加碼 |
| 2 | HSIC | Henry Schein Inc | +2.7% | — | 不變 |
| 3 | BBIO | Bridgebio Pharma Inc | +2.2% | — | 不變 |
| 4 | AWK 3.625 06-15-26債券 | American Water Capital C | +0.6% | +4078.57% | 加碼 |
| 5 | BV | Brightview Holdings Inc | +0.4% | — | 不變 |
| 6 | BXMT 5.5 03-15-27債券 | Blackstone Mortgage Tr | +0.1% | +134.08% | 加碼 |
| 7 | PPL 2.875 03-15-28債券 | Ppl Capital Funding Inc | +0.1% | — | 不變 |
| 8 | WEC 4.375 06-01-29債券 | Wec Energy Group Inc | 0% | — | 不變 |
| 9 | NOG 3.625 04-15-29債券 | Northern Oil & Gas Inc | 0% | -20.61% | 減碼 |
| 10 | CHRS | Coherus Oncology Inc | 0% | — | 不變 |
| 11 | WDC 3 11-15-28債券 | Western Digital CORP | 0% | — | 不變 |
| 12 | MCHP 0.75 06-01-30債券 | Microchip Technology Inc | 0% | +185.42% | 加碼 |
| 13 | AEIS 2.5 09-15-28債券 | Advanced Energy Ind | 0% | — | 不變 |
| 14 | OMCL 1 12-01-29債券 | Omnicell Inc | 0% | — | 不變 |
| 15 | JAZZ 3.125 09-15-30債券 | Jazz Investments I LTD | 0% | — | 不變 |
| 16 | AKAM 1.125 02-15-29債券 | Akamai Technologies Inc | 0% | — | 不變 |
| 17 | PSN 2.625 03-01-29債券 | Parsons CORP | 0% | — | 不變 |
| 18 | ON 0.5 03-01-29債券 | On Semiconductor CORP | 0% | — | 不變 |
| 19 | LYV 3.125 01-15-29債券 | Live Nation Entertainmen | 0% | — | 不變 |
| 20 | MTH 1.75 05-15-28債券 | Meritage Homes CORP | 0% | — | 不變 |
| 21 | SPB 3.375 06-01-29債券 | Spectrum Brands Inc | 0% | — | 不變 |
| 22 | LNTH 2.625 12-15-27債券 | Lantheus Holdings Inc | 0% | — | 不變 |
| 23 | PATK 1.75 12-01-28債券 | Patrick Industries Inc | 0% | — | 不變 |
| 24 | ITRI 1.375 07-15-30債券 | Itron Inc | 0% | — | 不變 |
| 25 | IMCR 2.5 02-01-30債券 | Immunocore Holdings | — | -13.93% | 減碼 |
| 26 | SABHLD 7.32 08-01-26債券 | Sabre Glbl Inc | — | -12.90% | 減碼 |
| 27 | MKSI 1.25 06-01-30債券 | Mks Inc | — | -47.91% | 減碼 |
| 28 | WGO 3.25 01-15-30債券 | Winnebago Industries | — | -11.44% | 減碼 |
| 29 | IRTC 1.5 09-01-29債券 | Irhythm Holdings Inc | — | — | 不變 |
| 30 | VRNS 1 09-15-29債券 | Varonis System Inc | — | — | 不變 |
| 31 | PRGS 3.5 03-01-30債券 | Progress Software CORP | — | — | 不變 |
| 32 | NTNX 0.5 12-15-29債券 | Nutanix Inc | — | — | 不變 |
| 33 | AVAV 0 07-15-30債券 | Aerovironment Inc | — | — | 不變 |
| 34 | GH 1.25 02-15-31債券 | Guardant Health Inc | — | — | 不變 |
| 35 | MIRM 4 05-01-29債券 | Mirum Pharmaceuticals | — | — | 不變 |
| 36 | CELC 2.75 08-01-31債券 | Celcuity Inc | — | — | 不變 |
| 37 | BL 1 06-01-29債券 | Blackline Inc | — | — | 不變 |
| 38 | IONS 1.75 06-15-28債券 | Ionis Pharmaceuticals In | — | — | 不變 |
| 39 | FLNC 2.25 06-15-30債券 | Fluence Energy Inc | — | — | 不變 |
| 40 | HAE 2.5 06-01-29債券 | Haemonetics CORP | — | — | 不變 |
| 41 | SNAP 0.5 05-01-30債券 | Snap Inc | — | — | 不變 |
| 42 | SEI 0.25 10-01-31債券 | Solaris Energy Infrastru | — | — | 不變 |
| 43 | FWONK 2.25 08-15-27債券 | Liberty Media CORP | — | — | 不變 |
| 44 | COGT 1.625 11-15-31債券 | Cogent Biosciences Inc | — | — | 不變 |
| 45 | PD 1.5 10-15-28 *債券 | Pagerduty Inc. | — | — | 不變 |
| 46 | HALO 0.25 03-01-27債券 | Halozyme Therapeutics In | — | — | 不變 |
| 47 | DDOG 0 12-01-29債券 | Datadog Inc | — | — | 不變 |
| 48 | VTR 3.75 06-01-26債券 | Ventas Realty LP | — | — | 不變 |
| 49 | NVST 1.75 08-15-28債券 | Envista Holdings CORP | — | — | 不變 |
| 50 | BILL 0 04-01-30債券 | Bill Holdings Inc | — | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Kohlberg Kravis Roberts & Co. L.P. 在 Q1 2026 季度的美股持倉總市值約為 US$57.1億，共申報了 92 個公開持股部位。
在 Q1 2026 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 (33.3%)、HSIC (21.6%)、BBIO (18.4%)。其中最大持股部位 BTSG 佔據整體投資組合約 33.3% 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
XYZ 0 05-01-26
市值: US$3169.7萬
本季最大獲利了結 / 清倉標的
JBLU 0.5 04-01-26
前期市值: US$9065.1萬
在 Q1 2026 季度中，Kohlberg Kravis Roberts & Co. L.P. 共進行了 44 項持倉異動，包含新建倉 11 個部位、加碼 4 個部位、減碼 19 個部位以及清倉 10 個部位。 其中最大新建倉標的為 XYZ 0 05-01-26。 本季清倉部位包含 JBLU 0.5 04-01-26。
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。