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: 0001544204
申報總市值
US$68.0億
US$68.0億
212 檔
18.2%
在 Q4 2024 申報期間，Liontrust Investment Partners LLP（CIK: 0001544204）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$68.0億，共持有 212 個公開申報部位。
在 Q4 2024 期間，Liontrust Investment Partners LLP 展現了靈活的資產再平衡步調，透過出清 38 檔弱勢或達到目標價部位，將資金轉置於 36 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 V, TMO, MSFT）累計市值佔比達 18.2%，是驅動 Liontrust Investment Partners LLP 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 212 檔）
| # | 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 | V | Visa Inc-class A Shares | 股票-金融 | 4.46% | -0.03% | -3.58% | |
| 2 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 3.69% | +0.48% | +20.14% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.36% | -0.21% | -17.48% | |
| 4 | CDNS | Cadence Design Sys Inc | 股票-科技 | 3.26% | +0.45% | -3.48% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.18% | +0.65% | -16.73% | |
| 6 | PTC | Ptc Inc | 股票-科技 | 2.68% | -0.76% | -0.04% | |
| 7 | NDAQ | Nasdaq Inc | 股票-金融 | 2.40% | -0.51% | -6.40% | |
| 8 | INTU | Intuit Inc | 股票-科技 | 2.30% | -1.10% | -1.95% | |
| 9 | PCTY | Paylocity Holding CORP | 股票-科技 | 2.27% | -0.01% | EXIT | |
| 10 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 2.25% | +1.75% | NEW | |
| 11 | A | Agilent Technologies Inc | 股票-醫療保健 | 2.22% | — | -5.12% | |
| 12 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 2.19% | -0.42% | -24.82% | |
| 13 | ECL | Ecolab Inc | 股票-原物料 | 2.19% | -0.30% | -2.97% | |
| 14 | PYPL | Paypal Holdings Inc | 股票-金融 | 2.15% | — | +17.50% | |
| 15 | ALC | Alcon Inc. | 股票-醫療保健 | 2.10% | +1.36% | NEW | |
| 16 | VLTO | Veralto CORP | 股票-工業 | 2.05% | -0.14% | -19.36% | |
| 17 | NOW | Servicenow Inc | 股票-科技 | 2.01% | -0.12% | -2.48% | |
| 18 | ADSK | Autodesk Inc | 股票-科技 | 1.98% | -0.32% | -4.65% | |
| 19 | NVR | Nvr Inc | 股票-循環性消費 | 1.96% | -0.06% | -3.96% | |
| 20 | MASI* | Masimo CORP | 股票-其他 | 1.90% | -0.06% | EXIT | |
| 21 | AMT | American Tower CORP | 股票-房地產 | 1.87% | -0.31% | -3.79% | |
| 22 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.79% | -0.16% | -3.22% | |
| 23 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 1.73% | +0.06% | +33.29% | |
| 24 | MORN | Morningstar Inc | 股票-金融 | 1.63% | — | -17.17% | |
| 25 | CNM | Core & Main Inc-class A | 股票-工業 | 1.62% | -0.13% | — | |
| 26 | TREX | Trex Company Inc | 股票-工業 | 1.58% | — | +61.76% | |
| 27 | FERG | Ferguson Enterprises Inc | 股票-工業 | 1.52% | +1.15% | — | |
| 28 | BLD | Topbuild CORP | 股票-工業 | 1.45% | -0.07% | -3.52% | |
| 29 | NVDA | Nvidia CORP | 股票-科技 | 1.37% | +0.11% | -26.71% | |
| 30 | WST | West Pharmaceutical Services | 股票-醫療保健 | 1.37% | +0.68% | +48.17% | |
| 31 | VRSN | Verisign Inc | 股票-科技 | 1.36% | -0.09% | -48.52% | |
| 32 | WMS | Advanced Drainage Systems In | 股票-工業 | 1.24% | +0.06% | +15.15% | |
| 33 | AKX | Ansys Inc | 股票-其他 | 1.24% | — | -6.12% | |
| 34 | DB | Deutsche Bank Aktiengesellschaft | 股票-金融 | 1.21% | +3.02% | NEW | |
| 35 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.16% | +0.40% | +92.71% | |
| 36 | UBS | UBS Group AG | 股票-金融 | 1.16% | +1.79% | NEW | |
| 37 | BFAM | Bright Horizons Family Solut | 股票-循環性消費 | 1.07% | — | -30.60% | |
| 38 | VRSK | Verisk Analytics Inc | 股票-工業 | 0.96% | -0.10% | -19.17% | |
| 39 | LOGI | Logitech International S.A. | 股票-科技 | 0.91% | — | +53.95% | |
| 40 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.74% | +0.93% | -30.42% | |
| 41 | AVGO | Broadcom Inc | 股票-科技 | 0.72% | +0.30% | +610.40% | |
| 42 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.69% | +0.18% | -33.99% | |
| 43 | SW | Smurfit Westrock Plc | 股票-循環性消費 | 0.68% | — | — | |
| 44 | AMAT | Applied Materials Inc | 股票-科技 | 0.63% | -0.27% | +66.07% | |
| 45 | NFLX | Netflix Inc | 股票-通訊服務 | 0.61% | -0.21% | -0.38% | |
| 46 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.60% | +0.57% | -0.31% | |
| 47 | TMDX | Transmedics Group Inc | 股票-醫療保健 | 0.54% | — | +1815.04% | |
| 48 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.47% | -0.19% | +31.78% | |
| 49 | APH | Amphenol Corp-cl A | 股票-科技 | 0.46% | +0.03% | +177.96% | |
| 50 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.44% | +0.20% | +53.90% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ALC | Alcon Inc. | +2.1% | NEW | 新建倉 |
| 2 | CNM | Core & Main Inc-class A | +1.6% | NEW | 新建倉 |
| 3 | FERG | Ferguson Enterprises Inc | +1.5% | NEW | 新建倉 |
| 4 | PYPL | Paypal Holdings Inc | +0.9% | +17.50% | 加碼 |
| 5 | PCTY | Paylocity Holding CORP | +0.7% | -3.24% | 減碼 |
| 6 | SW | Smurfit Westrock Plc | +0.7% | NEW | 新建倉 |
| 7 | V | Visa Inc-class A Shares | +0.7% | -3.58% | 減碼 |
| 8 | AVGO | Broadcom Inc | +0.7% | +610.40% | 加碼 |
| 9 | TREX | Trex Company Inc | +0.6% | +61.76% | 加碼 |
| 10 | NOW | Servicenow Inc | +0.5% | -2.48% | 減碼 |
| 11 | TMDX | Transmedics Group Inc | +0.5% | +1815.04% | 加碼 |
| 12 | TMO | Thermo Fisher Scientific Inc | +0.5% | +20.14% | 加碼 |
| 13 | WST | West Pharmaceutical Services | +0.5% | +48.17% | 加碼 |
| 14 | MASI* | Masimo CORP | +0.4% | -1.95% | 減碼 |
| 15 | NDAQ | Nasdaq Inc | +0.4% | -6.40% | 減碼 |
| 16 | EXPE | Expedia Group Inc | +0.3% | NEW | 新建倉 |
| 17 | LRCX | Lam Research CORP | +0.3% | NEW | 新建倉 |
| 18 | APH | Amphenol Corp-cl A | +0.3% | +177.96% | 加碼 |
| 19 | ANET | Arista Networks Inc | +0.3% | NEW | 新建倉 |
| 20 | DHR | Danaher CORP | +0.3% | +268.75% | 加碼 |
| 21 | ADSK | Autodesk Inc | +0.3% | -4.65% | 減碼 |
| 22 | SHOP | Shopify Inc - Class A | +0.2% | +74.80% | 加碼 |
| 23 | TRMB | Trimble Inc | +0.2% | NEW | 新建倉 |
| 24 | TXN | Texas Instruments Inc | +0.2% | NEW | 新建倉 |
| 25 | LOGI | Logitech International S.A. | +0.2% | +53.95% | 加碼 |
| 26 | HRB | H&r Block Inc | +0.2% | NEW | 新建倉 |
| 27 | UNH | Unitedhealth Group Inc | +0.2% | NEW | 新建倉 |
| 28 | QGEN | Qiagen N.V. | +0.2% | NEW | 新建倉 |
| 29 | PDD | Pdd Holdings Inc | +0.2% | +346.96% | 加碼 |
| 30 | COIN | Coinbase Global Inc -class A | +0.2% | +138.40% | 加碼 |
| 31 | ABX | Barrick Gold CORP | +0.2% | +13332.93% | 加碼 |
| 32 | BEP | Brookfield Renewable Partners L.P. | +0.2% | +96.88% | 加碼 |
| 33 | MCO | Moody's CORP | +0.2% | NEW | 新建倉 |
| 34 | CARR | Carrier Global CORP | +0.2% | NEW | 新建倉 |
| 35 | NFLX | Netflix Inc | +0.2% | -0.38% | 減碼 |
| 36 | NEM | Newmont CORP | +0.1% | NEW | 新建倉 |
| 37 | HD | Home Depot Inc | +0.1% | NEW | 新建倉 |
| 38 | MELI | Mercadolibre Inc | +0.1% | +31.78% | 加碼 |
| 39 | SNOW | Snowflake Inc | +0.1% | +45.26% | 加碼 |
| 40 | DB | Deutsche Bank Aktiengesellschaft | +0.1% | +2.69% | 加碼 |
| 41 | EW | Edwards Lifesciences CORP | +0.1% | +33.29% | 加碼 |
| 42 | IOT | Samsara Inc-cl A | +0.1% | NEW | 新建倉 |
| 43 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +77.67% | 加碼 |
| 44 | UCTT | Ultra Clean Holdings Inc | +0.1% | +275.76% | 加碼 |
| 45 | LLY | Eli Lilly & Co | +0.1% | +53.90% | 加碼 |
| 46 | ARM | Arm Holdings Plc-adr | +0.1% | +149.43% | 加碼 |
| 47 | NET | Cloudflare Inc - Class A | +0.1% | +10.62% | 加碼 |
| 48 | AMZN | Amazon.com Inc | +0.1% | -0.31% | 減碼 |
| 49 | NVR | Nvr Inc | +0.1% | -3.96% | 減碼 |
| 50 | ORCL | Oracle CORP | +0.1% | +20.34% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Liontrust Investment Partners LLP 在 Q4 2024 季度的美股持倉總市值約為 US$68.0億，共申報了 212 個公開持股部位。
在 Q4 2024 季度，Liontrust Investment Partners LLP 按市值排列的前三大核心持股分別為：V (4.5%)、TMO (3.7%)、MSFT (3.4%)。其中最大持股部位 V 佔據整體投資組合約 4.5% 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
ALC
市值: US$1.4億
本季最大獲利了結 / 清倉標的
IQV
前期市值: US$1.8億
在 Q4 2024 季度中，Liontrust Investment Partners LLP 共進行了 197 項持倉異動，包含新建倉 36 個部位、加碼 51 個部位、減碼 72 個部位以及清倉 38 個部位。 其中最大新建倉標的為 ALC。 本季清倉部位包含 IQV。
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。