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
204 檔
16.8%
截至 Q4 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 204 檔。
Q4 2025 的申報記錄反映 Liontrust Investment Partners LLP 的板塊替換策略：機構本季推動了 81 筆增持與 112 筆減持，籌碼呈現明顯的結構重組。
整體而言，Liontrust Investment Partners LLP 的前 5 大持股（包含 GOOGL, MSFT, DB）貢獻了組合市值的 16.8%，形成該機構在 Q4 2025 季度的基本面基石。
僅顯示前 200 大持股（共 204 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 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.49% | +0.65% | -15.24% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.38% | -0.21% | -4.98% | |
| 3 | DB | Deutsche Bank Aktiengesellschaft | 股票-金融 | 3.29% | +3.02% | NEW | |
| 4 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 3.14% | +0.48% | -18.77% | |
| 5 | CDNS | Cadence Design Sys Inc | 股票-科技 | 2.63% | +0.45% | -15.49% | |
| 6 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 2.47% | -0.42% | +0.91% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 2.45% | -0.03% | -19.62% | |
| 8 | MA | Mastercard Inc - A | 股票-金融 | 2.13% | -0.22% | +1070.43% | |
| 9 | NDAQ | Nasdaq Inc | 股票-金融 | 2.04% | -0.51% | -8.63% | |
| 10 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 2.00% | +1.75% | NEW | |
| 11 | ECL | Ecolab Inc | 股票-原物料 | 1.95% | -0.30% | +10.78% | |
| 12 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.95% | -0.16% | -8.28% | |
| 13 | VLTO | Veralto CORP | 股票-工業 | 1.94% | -0.14% | -8.58% | |
| 14 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.69% | — | +0.33% | |
| 15 | ALC | Alcon Inc. | 股票-醫療保健 | 1.67% | +1.36% | NEW | |
| 16 | INTU | Intuit Inc | 股票-科技 | 1.62% | -1.10% | -8.00% | |
| 17 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.58% | -0.23% | -8.06% | |
| 18 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 1.57% | +0.06% | -8.51% | |
| 19 | ADSK | Autodesk Inc | 股票-科技 | 1.57% | -0.32% | -8.35% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 1.55% | +0.11% | -16.21% | |
| 21 | UBS | UBS Group AG | 股票-金融 | 1.55% | +1.79% | NEW | |
| 22 | PTC | Ptc Inc | 股票-科技 | 1.52% | -0.76% | -8.22% | |
| 23 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 1.51% | -0.04% | -9.00% | |
| 24 | CTAS | Cintas CORP | 股票-工業 | 1.50% | -0.14% | — | |
| 25 | WST | West Pharmaceutical Services | 股票-醫療保健 | 1.50% | +0.68% | — | |
| 26 | A | Agilent Technologies Inc | 股票-醫療保健 | 1.43% | — | -8.19% | |
| 27 | NVR | Nvr Inc | 股票-循環性消費 | 1.41% | -0.06% | -8.30% | |
| 28 | AMT | American Tower CORP | 股票-房地產 | 1.39% | -0.31% | -8.41% | |
| 29 | PCTY | Paylocity Holding CORP | 股票-科技 | 1.38% | -0.01% | EXIT | |
| 30 | CNM | Core & Main Inc-class A | 股票-工業 | 1.33% | -0.13% | -8.46% | |
| 31 | AVGO | Broadcom Inc | 股票-科技 | 1.31% | +0.30% | +3.44% | |
| 32 | VRSN | Verisign Inc | 股票-科技 | 1.30% | -0.09% | -8.12% | |
| 33 | BLD | Topbuild CORP | 股票-工業 | 1.28% | -0.07% | -28.08% | |
| 34 | WMS | Advanced Drainage Systems In | 股票-工業 | 1.23% | +0.06% | -8.52% | |
| 35 | MASI* | Masimo CORP | 股票-其他 | 1.21% | -0.06% | EXIT | |
| 36 | IR | Ingersoll-rand Inc | 股票-工業 | 1.20% | -0.28% | -8.56% | |
| 37 | PGR | Progressive CORP | 股票-金融 | 1.14% | +0.38% | — | |
| 38 | FERG | Ferguson Enterprises Inc | 股票-工業 | 1.13% | +1.15% | -35.35% | |
| 39 | TTAN | Servicetitan Inc-a | 股票-科技 | 1.01% | +0.22% | +114.08% | |
| 40 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.95% | +0.40% | -8.52% | |
| 41 | ZS | Zscaler Inc | 股票-科技 | 0.86% | +0.38% | — | |
| 42 | TTE | TotalEnergies SE | 股票-其他 | 0.83% | +1.11% | NEW | |
| 43 | CAVA | Cava Group Inc | 股票-循環性消費 | 0.81% | -0.13% | +30.87% | |
| 44 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 0.74% | +0.21% | +2386.78% | |
| 45 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.73% | +0.93% | -14.65% | |
| 46 | APH | Amphenol Corp-cl A | 股票-科技 | 0.71% | +0.03% | -12.65% | |
| 47 | ORCL | Oracle CORP | 股票-科技 | 0.63% | -0.20% | +34.77% | |
| 48 | NBIS | Nebius Group N.V. | 股票-其他 | 0.58% | +1.01% | NEW | |
| 49 | NEM | Newmont CORP | 股票-原物料 | 0.57% | -0.42% | — | |
| 50 | VRSK | Verisk Analytics Inc | 股票-工業 | 0.57% | -0.10% | +29.36% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MA | Mastercard Inc - A | +2% | +1070.43% | 加碼 |
| 2 | MPWR | Monolithic Power Systems Inc | +0.7% | +2386.78% | 加碼 |
| 3 | DB | Deutsche Bank Aktiengesellschaft | +0.6% | +8.34% | 加碼 |
| 4 | TTAN | Servicetitan Inc-a | +0.6% | +114.08% | 加碼 |
| 5 | ISRG | Intuitive Surgical Inc | +0.6% | +0.91% | 加碼 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.4% | -15.24% | 減碼 |
| 7 | ALC | Alcon Inc. | +0.4% | +22.16% | 加碼 |
| 8 | KLAC | Kla CORP | +0.3% | +484.47% | 加碼 |
| 9 | UBS | UBS Group AG | +0.2% | -1.14% | 減碼 |
| 10 | CAVA | Cava Group Inc | +0.2% | +30.87% | 加碼 |
| 11 | OMCL | Omnicell Inc | +0.2% | +47.67% | 加碼 |
| 12 | VRT | Vertiv Holdings Co-a | +0.2% | +319.96% | 加碼 |
| 13 | CRDO | Credo Technology Group Holding Ltd | +0.2% | +93.13% | 加碼 |
| 14 | GEV | GE Vernova Inc | +0.2% | +38.99% | 加碼 |
| 15 | MKC | Mccormick & Co-non Vtg Shrs | +0.1% | +382.33% | 加碼 |
| 16 | ECL | Ecolab Inc | +0.1% | +10.78% | 加碼 |
| 17 | AVGO | Broadcom Inc | +0.1% | +3.44% | 加碼 |
| 18 | APP | Applovin Corp-class A | +0.1% | +112.53% | 加碼 |
| 19 | NEM | Newmont CORP | +0.1% | — | 不變 |
| 20 | BX | Blackstone Inc | +0.1% | +43.24% | 加碼 |
| 21 | MU | Micron Technology Inc | +0.1% | -16.34% | 減碼 |
| 22 | NU | Nu Holdings Ltd. | +0.1% | +64.05% | 加碼 |
| 23 | AMAT | Applied Materials Inc | +0.1% | +6.45% | 加碼 |
| 24 | HOOD | Robinhood Markets Inc - A | +0.1% | +105.53% | 加碼 |
| 25 | EXPE | Expedia Group Inc | +0.1% | -3.54% | 減碼 |
| 26 | B | Barrick Mining CORP | +0.1% | — | 不變 |
| 27 | VRSK | Verisk Analytics Inc | +0.1% | +29.36% | 加碼 |
| 28 | KVYO | Klaviyo Inc-a | +0.1% | +90.11% | 加碼 |
| 29 | ETN | Eaton Corporation plc | +0.1% | +44.75% | 加碼 |
| 30 | TEAM | Atlassian Corp-cl A | +0.1% | +42.23% | 加碼 |
| 31 | AAPL | Apple Inc | +0.1% | +3.07% | 加碼 |
| 32 | ALAB | Astera Labs Inc | +0.1% | +81.28% | 加碼 |
| 33 | AMZN | Amazon.com Inc | +0.1% | +6.03% | 加碼 |
| 34 | LMND | Lemonade Inc | 0% | +29.43% | 加碼 |
| 35 | JPM | Jpmorgan Chase & Co | 0% | +13.90% | 加碼 |
| 36 | ALNY | Alnylam Pharmaceuticals Inc | 0% | +57.75% | 加碼 |
| 37 | NDAQ | Nasdaq Inc | 0% | -8.63% | 減碼 |
| 38 | VALE | Vale Sa-sp Adr | 0% | +220.00% | 加碼 |
| 39 | GOOG | Alphabet Inc-cl C | 0% | -13.28% | 減碼 |
| 40 | APO | Apollo Global Management Inc | 0% | -0.83% | 減碼 |
| 41 | ABNB | Airbnb Inc-class A | 0% | +2.01% | 加碼 |
| 42 | ROP | Roper Technologies Inc | 0% | +95.70% | 加碼 |
| 43 | AUR | Aurora Innovation Inc | 0% | +79.99% | 加碼 |
| 44 | RACE | Ferrari N.V. | 0% | +37.27% | 加碼 |
| 45 | EW | Edwards Lifesciences CORP | 0% | -8.51% | 減碼 |
| 46 | NOMD | Nomad Foods Limited | 0% | +57.07% | 加碼 |
| 47 | MNST | Monster Beverage CORP | 0% | — | 不變 |
| 48 | IRMD | Iradimed CORP | 0% | -3.48% | 減碼 |
| 49 | FLY | Firefly Aerospace Inc | 0% | +86.94% | 加碼 |
| 50 | MS | Morgan Stanley | 0% | -4.03% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Liontrust Investment Partners LLP 在 Q4 2025 季度的美股持倉總市值約為 US$68.0億，共申報了 204 個公開持股部位。
在 Q4 2025 季度，Liontrust Investment Partners LLP 按市值排列的前三大核心持股分別為：GOOGL (4.5%)、MSFT (3.4%)、DB (3.3%)。其中最大持股部位 GOOGL 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
CTAS
市值: US$1.0億
本季最大獲利了結 / 清倉標的
TREX
前期市值: US$6882.7萬
在 Q4 2025 季度中，Liontrust Investment Partners LLP 共進行了 193 項持倉異動，包含新建倉 30 個部位、加碼 51 個部位、減碼 97 個部位以及清倉 15 個部位。 其中最大新建倉標的為 CTAS。 本季清倉部位包含 TREX。
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。