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: 0001578621
申報總市值
US$268.0億
US$268.0億
886 檔
8.4%
Q1 2024 季度申報顯示，LMR Partners LLP 揭露的美股組合總市值為 US$268.0億，涵蓋 886 個不同之權益投資部位。
在 Q1 2024，LMR Partners LLP 操作展現出積極擴展與加碼意向。本季共新建倉 14 個新部位，並對 18 個既有持股進行加碼（合計增持 32 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 IWM, QQQ, MSTR）占據了總市值的 8.4%，展現出該機構在 Q1 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 886 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 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 12.26% | — | +10.86% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.75% | +1.77% | -15.87% | |
| 3 | MSTR | Strategy Inc | 股票-科技 | 3.09% | -0.41% | — | |
| 4 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.00% | +0.08% | +14.06% | |
| 5 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 1.93% | +4.44% | +101.27% | |
| 6 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-其他 | 1.72% | -0.05% | EXIT | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 1.70% | +1.04% | +4.10% | |
| 8 | CPRI | Capri Holdings Limited | 股票-循環性消費 | 1.69% | — | +628.00% | |
| 9 | TRIP | Tripadvisor Inc | 股票-其他 | 1.42% | — | +7.61% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.30% | +0.13% | +93.79% | |
| 11 | BP | Bp Plc-spons Adr | 股票-能源 | 1.29% | +0.09% | +34.66% | |
| 12 | AMD | Advanced Micro Devices | 股票-科技 | 1.26% | +0.18% | +11.97% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.24% | -0.27% | +230.62% | |
| 14 | FXI | Ishares China Large-cap ETF | ETF-新興市場 | 1.18% | -0.04% | EXIT | |
| 15 | STLA | Stellantis N.V. | 股票-循環性消費 | 1.11% | — | +28.32% | |
| 16 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 1.07% | +0.04% | +144.60% | |
| 17 | AAPL | Apple Inc | 股票-科技 | 1.07% | +0.20% | -68.23% | |
| 18 | MSTR 0.75 12-15-25債券 | Microstrategy Inc | 債券 | 1.03% | — | +9.30% | |
| 19 | XLE | Ss Energy Select Sector | ETF-其他 | 0.99% | +0.02% | +50.28% | |
| 20 | ON 0 05-01-27債券 | On Semiconductor CORP | 債券 | 0.97% | — | -5.80% | |
| 21 | DISH 3.375 08-15-26債券 | Dish Network CORP | 債券 | 0.89% | — | -17.08% | |
| 22 | USX1 | United States Steel CORP | 股票-其他 | 0.87% | — | +22.08% | |
| 23 | CYTK 4 11-15-26債券 | Cytokinetics Inc | 債券 | 0.85% | -0.17% | EXIT | |
| 24 | PXDEUR | Pioneer Natural Resources Co | 股票-其他 | 0.81% | — | +49.27% | |
| 25 | MSTR 0 02-15-27債券 | Microstrategy Inc | 債券 | 0.79% | — | +256.25% | |
| 26 | ACI | Albertsons Cos Inc - Class A | 股票-非循環性消費 | 0.79% | — | +19.25% | |
| 27 | UL | Unilever PLC | 股票-非循環性消費 | 0.76% | — | +47.11% | |
| 28 | CCL1EUR | Carnival CORP LTD | 股票-循環性消費 | 0.73% | -0.01% | EXIT | |
| 29 | 0C3 | Endeavor Group Hold-class A | 股票-其他 | 0.71% | — | +26.10% | |
| 30 | F 0 03-15-26債券 | Ford Motor Company | 債券 | 0.65% | — | +5.08% | |
| 31 | NCLH | Norwegian Cruise Line Holdings Ltd. | 股票-循環性消費 | 0.64% | — | +7.20% | |
| 32 | WDAY | Workday Inc-class A | 股票-科技 | 0.61% | +0.01% | NEW | |
| 33 | AKX | Ansys Inc | 股票-其他 | 0.59% | — | — | |
| 34 | APH | Amphenol Corp-cl A | 股票-科技 | 0.59% | +0.34% | +731.63% | |
| 35 | GSK | Gsk Plc-spon Adr | 股票-醫療保健 | 0.54% | +0.07% | — | |
| 36 | NCLH 1.125 02-15-27債券 | Ncl Corporation LTD | 債券 | 0.54% | — | +19.25% | |
| 37 | CERE1EUR | Cerevel Therapeutics Holding | 股票-其他 | 0.51% | — | +87.89% | |
| 38 | 22941EUR | Liberty Media Corp-cl A New | 股票-其他 | 0.50% | — | +12.05% | |
| 39 | W | Wayfair Inc- Class A | 股票-循環性消費 | 0.50% | +0.04% | NEW | |
| 40 | NOG 3.625 04-15-29債券 | Northern Oil & Gas Inc | 債券 | 0.49% | +0.13% | NEW | |
| 41 | IBN | Icici Bank Ltd-spon Adr | 股票-金融 | 0.48% | -0.01% | EXIT | |
| 42 | WDC | Western Digital CORP | 股票-科技 | 0.46% | +0.12% | -22.37% | |
| 43 | INFY | Infosys Ltd-sp Adr | 股票-科技 | 0.46% | -0.01% | EXIT | |
| 44 | HES | Hess CORP | 股票-其他 | 0.46% | — | +4.81% | |
| 45 | ARM | Arm Holdings Plc-adr | 股票-科技 | 0.45% | +0.44% | — | |
| 46 | RIVN | Rivian Automotive Inc-a | 股票-循環性消費 | 0.45% | +0.68% | — | |
| 47 | ECHO | Echostar Corp-a | 股票-通訊服務 | 0.44% | +0.40% | +733.69% | |
| 48 | HUBS | Hubspot Inc | 股票-科技 | 0.41% | — | — | |
| 49 | CRM | Salesforce Inc | 股票-科技 | 0.40% | -0.19% | — | |
| 50 | AIG | American International Group | 股票-金融 | 0.37% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSTR | Strategy Inc | +3.1% | NEW | 新建倉 |
| 2 | XOP | Ss Spdr S&p Og Exp & Prod | +1.7% | NEW | 新建倉 |
| 3 | CPRI | Capri Holdings Limited | +1.4% | +628.00% | 加碼 |
| 4 | FXI | Ishares China Large-cap ETF | +1.2% | NEW | 新建倉 |
| 5 | SMH | Vaneck Semiconductor ETF | +1.1% | +101.27% | 加碼 |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.9% | +230.62% | 加碼 |
| 7 | NVDA | Nvidia CORP | +0.7% | +4.10% | 加碼 |
| 8 | MSFT | Microsoft CORP | +0.6% | +93.79% | 加碼 |
| 9 | MSTR 0 02-15-27債券 | Microstrategy Inc | +0.6% | +256.25% | 加碼 |
| 10 | MSTR 0.75 12-15-25債券 | Microstrategy Inc | +0.6% | +9.30% | 加碼 |
| 11 | AKX | Ansys Inc | +0.6% | NEW | 新建倉 |
| 12 | GSK | Gsk Plc-spon Adr | +0.5% | NEW | 新建倉 |
| 13 | APH | Amphenol Corp-cl A | +0.5% | +731.63% | 加碼 |
| 14 | NOG 3.625 04-15-29債券 | Northern Oil & Gas Inc | +0.5% | NEW | 新建倉 |
| 15 | HDB | Hdfc Bank Ltd-adr | +0.5% | +144.60% | 加碼 |
| 16 | IBN | Icici Bank Ltd-spon Adr | +0.5% | NEW | 新建倉 |
| 17 | INFY | Infosys Ltd-sp Adr | +0.5% | NEW | 新建倉 |
| 18 | ARM | Arm Holdings Plc-adr | +0.5% | NEW | 新建倉 |
| 19 | WDAY | Workday Inc-class A | +0.4% | +275.58% | 加碼 |
| 20 | IWM | Ishares Russell 2000 ETF | +0.4% | +10.86% | 加碼 |
| 21 | HUBS | Hubspot Inc | +0.4% | NEW | 新建倉 |
| 22 | CRM | Salesforce Inc | +0.4% | NEW | 新建倉 |
| 23 | ECHO | Echostar Corp-a | +0.4% | +733.69% | 加碼 |
| 24 | AIG | American International Group | +0.4% | NEW | 新建倉 |
| 25 | SABHLD 7.32 08-01-26債券 | Sabre Glbl Inc | +0.4% | NEW | 新建倉 |
| 26 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | NEW | 新建倉 |
| 27 | XLE | Ss Energy Select Sector | +0.3% | +50.28% | 加碼 |
| 28 | STLA | Stellantis N.V. | +0.3% | +28.32% | 加碼 |
| 29 | PXDEUR | Pioneer Natural Resources Co | +0.3% | +49.27% | 加碼 |
| 30 | BP | Bp Plc-spons Adr | +0.3% | +34.66% | 加碼 |
| 31 | TRIP | Tripadvisor Inc | +0.3% | +7.61% | 加碼 |
| 32 | AMD | Advanced Micro Devices | +0.2% | +11.97% | 加碼 |
| 33 | CYTK | Cytokinetics Inc | -0.4% | -98.78% | 減碼 |
| 34 | SABHLD 4 04-15-25債券 | Sabre Glbl Inc | -0.4% | -93.30% | 減碼 |
| 35 | FHN | First Horizon CORP | -0.4% | -98.03% | 減碼 |
| 36 | RGA | Reinsurance Group Of America | -0.4% | EXIT | 清倉 |
| 37 | C | Citigroup Inc | -0.5% | EXIT | 清倉 |
| 38 | DISH | Dish Network Corp-a | -0.5% | EXIT | 清倉 |
| 39 | TFC | Truist Financial CORP | -0.6% | -82.62% | 減碼 |
| 40 | CACC | Credit Acceptance CORP | -0.6% | -94.51% | 減碼 |
| 41 | BHP | Bhp Group Ltd-spon Adr | -0.6% | -83.78% | 減碼 |
| 42 | RIVN | Rivian Automotive Inc-a | -0.6% | — | 不變 |
| 43 | NTRS | Northern Trust CORP | -0.7% | EXIT | 清倉 |
| 44 | TSLA | Tesla Inc | -0.7% | -70.03% | 減碼 |
| 45 | XBI | Ss Spdr S&p Biotech ETF | -0.8% | -95.81% | 減碼 |
| 46 | AMGN | Amgen Inc | -0.8% | -92.69% | 減碼 |
| 47 | QQQ | Invesco Qqq Trust Series 1 | -0.9% | -15.87% | 減碼 |
| 48 | XLK | Ss Technology Select Sector | -0.9% | EXIT | 清倉 |
| 49 | PDD 0 10-01-24債券 | Pdd Holdings Inc | -1.4% | EXIT | 清倉 |
| 50 | AAPL | Apple Inc | -3.2% | -68.23% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，LMR Partners LLP 在 Q1 2024 季度的美股持倉總市值約為 US$268.0億，共申報了 886 個公開持股部位。
在 Q1 2024 季度，LMR Partners LLP 按市值排列的前三大核心持股分別為：IWM (12.3%)、QQQ (3.8%)、MSTR (3.1%)。其中最大持股部位 IWM 佔據整體投資組合約 12.3% 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
MSTR
市值: US$3.0億
本季最大獲利了結 / 清倉標的
PDD 0 10-01-24
前期市值: US$1.2億
在 Q1 2024 季度中，LMR Partners LLP 共進行了 49 項持倉異動，包含新建倉 14 個部位、加碼 18 個部位、減碼 11 個部位以及清倉 6 個部位。 其中最大新建倉標的為 MSTR。 本季清倉部位包含 PDD 0 10-01-24。
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。