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
210 檔
16.7%
截至 Q1 2025 季度末，Liontrust Investment Partners LLP 的美股持倉估值約為 US$68.0億，全數申報部位共有 210 檔。
Liontrust Investment Partners LLP 在 Q1 2025 進行了結構性的板塊輪動與部位換股。在開立 80 個全新部位及加碼 27 檔持股的同時，亦同步清倉 74 檔並減碼 19 檔標的。
整體而言，Liontrust Investment Partners LLP 的前 5 大持股（包含 V, TMO, SPOTIFY TECHNOLOGY SA）貢獻了組合市值的 16.7%，形成該機構在 Q1 2025 季度的基本面基石。
僅顯示前 200 大持股（共 210 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 | 4.02% | -0.03% | -24.54% | |
| 2 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 3.81% | +0.48% | +0.35% | |
| 3 | ✓ | Spotify Technology SA | 股票-其他 | 3.55% | -1.79% | EXIT | |
| 4 | CDNS | Cadence Design Sys Inc | 股票-科技 | 3.23% | +0.45% | +8.83% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.14% | -0.21% | -2.57% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.96% | +0.65% | +5.89% | |
| 7 | NDAQ | Nasdaq Inc | 股票-金融 | 2.44% | -0.51% | -3.75% | |
| 8 | PTC | Ptc Inc | 股票-科技 | 2.25% | -0.76% | -7.53% | |
| 9 | AMT | American Tower CORP | 股票-房地產 | 2.21% | -0.31% | -7.60% | |
| 10 | PCTY | Paylocity Holding CORP | 股票-科技 | 2.17% | -0.01% | EXIT | |
| 11 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 2.10% | -0.42% | -6.16% | |
| 12 | VLTO | Veralto CORP | 股票-工業 | 2.00% | -0.14% | -5.40% | |
| 13 | ECL | Ecolab Inc | 股票-原物料 | 1.99% | -0.30% | -21.73% | |
| 14 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.96% | -0.16% | -3.82% | |
| 15 | MASI* | Masimo CORP | 股票-其他 | 1.94% | -0.06% | EXIT | |
| 16 | INTU | Intuit Inc | 股票-科技 | 1.93% | -1.10% | -20.50% | |
| 17 | ✓ | Alcon AG | 股票-其他 | 1.88% | -1.63% | EXIT | |
| 18 | NVR | Nvr Inc | 股票-循環性消費 | 1.80% | -0.06% | -3.81% | |
| 19 | ADSK | Autodesk Inc | 股票-科技 | 1.78% | -0.32% | -5.88% | |
| 20 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.78% | -0.23% | — | |
| 21 | ✓ | Deutsche Bank AG | 股票-其他 | 1.77% | -3.03% | EXIT | |
| 22 | VRSN | Verisign Inc | 股票-科技 | 1.73% | -0.09% | -3.78% | |
| 23 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 1.72% | +0.06% | -5.73% | |
| 24 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.65% | — | -6.80% | |
| 25 | CNM | Core & Main Inc-class A | 股票-工業 | 1.59% | -0.13% | -3.86% | |
| 26 | A | Agilent Technologies Inc | 股票-醫療保健 | 1.56% | — | -24.79% | |
| 27 | WST | West Pharmaceutical Services | 股票-醫療保健 | 1.56% | +0.68% | +54.70% | |
| 28 | MORN | Morningstar Inc | 股票-金融 | 1.51% | — | -3.21% | |
| 29 | BLD | Topbuild CORP | 股票-工業 | 1.44% | -0.07% | -5.83% | |
| 30 | ✓ | Ferguson Enterprises Inc | 股票-其他 | 1.42% | -1.20% | EXIT | |
| 31 | TREX | Trex Company Inc | 股票-工業 | 1.35% | — | -5.74% | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 1.33% | +0.11% | +11.09% | |
| 33 | ✓ | UBS Group AG | 股票-其他 | 1.30% | -1.61% | EXIT | |
| 34 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 1.23% | -0.04% | +3055.02% | |
| 35 | BFAM | Bright Horizons Family Solut | 股票-循環性消費 | 1.22% | — | -7.62% | |
| 36 | NOW | Servicenow Inc | 股票-科技 | 1.22% | -0.12% | -24.92% | |
| 37 | WMS | Advanced Drainage Systems In | 股票-工業 | 1.19% | +0.06% | -5.80% | |
| 38 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.13% | +0.40% | -3.89% | |
| 39 | ✓ | Logitech International SA | 股票-其他 | 1.02% | — | — | |
| 40 | VRSK | Verisk Analytics Inc | 股票-工業 | 0.82% | -0.10% | -26.68% | |
| 41 | AVGO | Broadcom Inc | 股票-科技 | 0.70% | +0.30% | +24.78% | |
| 42 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.65% | +0.18% | -11.22% | |
| 43 | TMDX | Transmedics Group Inc | 股票-醫療保健 | 0.58% | — | -7.05% | |
| 44 | APH | Amphenol Corp-cl A | 股票-科技 | 0.58% | +0.03% | +24.34% | |
| 45 | AMAT | Applied Materials Inc | 股票-科技 | 0.56% | -0.27% | -6.28% | |
| 46 | ✓ | Smurfit Westrock PLC | 股票-其他 | 0.54% | — | — | |
| 47 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.52% | +0.93% | -21.96% | |
| 48 | AAPL | Apple Inc | 股票-科技 | 0.51% | +0.64% | +119.45% | |
| 49 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.47% | -0.19% | -19.97% | |
| 50 | ✓ | Brookfield Renewable Partners Non | 股票-其他 | 0.44% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BDX | Becton Dickinson And Co | +1.7% | — | 加碼 |
| 2 | TREX | Trex Company Inc | +1.3% | -5.74% | 加碼 |
| 3 | BFAM | Bright Horizons Family Solut | +1.1% | -7.62% | 加碼 |
| 4 | WMS | Advanced Drainage Systems In | +1.1% | -5.80% | 加碼 |
| 5 | NOW | Servicenow Inc | +1.1% | -24.92% | 加碼 |
| 6 | MSFT | Microsoft CORP | +1.1% | -2.57% | 加碼 |
| 7 | NDAQ | Nasdaq Inc | +1% | -3.75% | 加碼 |
| 8 | TMO | Thermo Fisher Scientific Inc | +0.8% | +0.35% | 加碼 |
| 9 | VRSK | Verisk Analytics Inc | +0.8% | -26.68% | 加碼 |
| 10 | AVGO | Broadcom Inc | +0.7% | +24.78% | 加碼 |
| 11 | NVDA | Nvidia CORP | +0.5% | +11.09% | 加碼 |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | -21.96% | 加碼 |
| 13 | CBOE | Cboe Global Markets Inc | +0.3% | -9.80% | 加碼 |
| 14 | PDD | Pdd Holdings Inc | +0.3% | -22.69% | 加碼 |
| 15 | WMT | Walmart Inc | +0.2% | — | 加碼 |
| 16 | HD | Home Depot Inc | +0.2% | +54.58% | 加碼 |
| 17 | META | Meta Platforms Inc-class A | +0.2% | -11.22% | 減碼 |
| 18 | NFLX | Netflix Inc | +0.2% | -51.72% | 加碼 |
| 19 | DHR | Danaher CORP | +0.2% | -17.52% | 加碼 |
| 20 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +48.83% | 加碼 |
| 21 | TCOM | Trip.com Group Ltd-adr | +0.1% | -10.65% | 加碼 |
| 22 | CDNS | Cadence Design Sys Inc | +0.1% | +8.83% | 減碼 |
| 23 | COST | Costco Wholesale CORP | +0.1% | -4.61% | 減碼 |
| 24 | AMT | American Tower CORP | +0.1% | -7.60% | 加碼 |
| 25 | INTU | Intuit Inc | 0% | -20.50% | 減碼 |
| 26 | ICE | Intercontinental Exchange In | -0.1% | -46.68% | 減碼 |
| 27 | HUBS | Hubspot Inc | -0.2% | +36.12% | 減碼 |
| 28 | CRM | Salesforce Inc | -0.2% | -57.21% | 減碼 |
| 29 | SE | Sea Ltd-adr | -0.2% | — | 減碼 |
| 30 | XYZ | Block Inc | -0.2% | +286.85% | 加碼 |
| 31 | EPAM | Epam Systems Inc | -0.3% | — | 減碼 |
| 32 | V | Visa Inc-class A Shares | -0.3% | -24.54% | 減碼 |
| 33 | UNH | Unitedhealth Group Inc | -0.3% | +38.16% | 減碼 |
| 34 | MA | Mastercard Inc - A | -0.5% | -0.42% | 減碼 |
| 35 | ISRG | Intuitive Surgical Inc | -0.8% | -6.16% | 加碼 |
| 36 | ECL | Ecolab Inc | -0.9% | -21.73% | 減碼 |
| 37 | SCHW | Schwab (charles) CORP | -1.1% | -3.82% | 減碼 |
| 38 | PANW | Palo Alto Networks Inc | -1.1% | -3.89% | 加碼 |
| 39 | VRSN | Verisign Inc | -1.1% | -3.78% | 減碼 |
| 40 | AAPL | Apple Inc | -1.3% | +119.45% | 減碼 |
| 41 | TRUP | Trupanion Inc | -1.4% | -3.45% | 減碼 |
| 42 | AMZN | Amazon.com Inc | -1.4% | -24.68% | 加碼 |
| 43 | ADSK | Autodesk Inc | -1.7% | -5.88% | 減碼 |
| 44 | PYPL | Paypal Holdings Inc | -1.7% | -6.80% | 加碼 |
| 45 | ADBE | Adobe Inc | -1.9% | +8.14% | 減碼 |
| 46 | GOOGL | Alphabet Inc-cl A | -1.9% | +5.89% | 加碼 |
| 47 | ✓ | Spotify Technology SA | — | NEW | 新建倉 |
| 48 | IQV | Iqvia Holdings Inc | — | EXIT | 清倉 |
| 49 | PTC | Ptc Inc | — | NEW | 新建倉 |
| 50 | PCTY | Paylocity Holding CORP | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Liontrust Investment Partners LLP 在 Q1 2025 季度的美股持倉總市值約為 US$68.0億，共申報了 210 個公開持股部位。
在 Q1 2025 季度，Liontrust Investment Partners LLP 按市值排列的前三大核心持股分別為：V (4.0%)、TMO (3.8%)、SPOTIFY TECHNOLOGY SA (3.5%)。其中最大持股部位 V 佔據整體投資組合約 4.0% 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
SPOTIFY TECHNOLOGY SA
市值: US$2.3億
本季最大獲利了結 / 清倉標的
IQV
前期市值: US$1.6億
在 Q1 2025 季度中，Liontrust Investment Partners LLP 共進行了 200 項持倉異動，包含新建倉 80 個部位、加碼 27 個部位、減碼 19 個部位以及清倉 74 個部位。 其中最大新建倉標的為 SPOTIFY TECHNOLOGY SA。 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。