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: 0001730467
申報總市值
US$7.3億
US$7.3億
55 檔
13.7%
在 Q3 2024 的 13F 官方備案中，Lone Peak Global Investors LLC 管理的美股投資組合規模來到 US$7.3億，整體持股檔數為 55 檔。
數據顯示 Lone Peak Global Investors LLC 於 Q3 2024 季度持續回收資金，對 27 個既有部位進行裁減並清倉 4 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 DLB, FIS, VOD）累計市值佔比達 13.7%，是驅動 Lone Peak Global Investors LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | DLB | Dolby Laboratories Inc-cl A | 股票-工業 | 4.12% | — | +3114.67% | |
| 2 | FIS | Fidelity National Info Serv | 股票-科技 | 4.07% | — | -3.31% | |
| 3 | VOD | Vodafone Group Plc-sp Adr | 股票-通訊服務 | 3.88% | — | -3.28% | |
| 4 | PBI | Pitney Bowes Inc | 股票-其他 | 3.88% | — | -25.40% | |
| 5 | SOLV | Solventum CORP | 股票-醫療保健 | 3.88% | +1.20% | +22.61% | |
| 6 | RTX | Rtx CORP | 股票-工業 | 3.77% | +0.03% | -3.34% | |
| 7 | GBCI | Glacier Bancorp Inc | 股票-金融 | 3.70% | -1.03% | -3.95% | |
| 8 | MMM | 3m Co | 股票-工業 | 3.57% | — | -23.33% | |
| 9 | NATL | Ncr Atleos CORP | 股票-科技 | 3.57% | -1.65% | EXIT | |
| 10 | KVUE | Kenvue Inc | 股票-非循環性消費 | 3.51% | — | -3.32% | |
| 11 | PFE | Pfizer Inc | 股票-醫療保健 | 3.39% | — | +9.63% | |
| 12 | GSK | Gsk Plc-spon Adr | 股票-醫療保健 | 3.34% | — | +14.34% | |
| 13 | EBAY | Ebay Inc | 股票-循環性消費 | 3.26% | +0.16% | -21.76% | |
| 14 | HNI | Hni CORP | 股票-其他 | 3.19% | -0.07% | +1.96% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.17% | -0.67% | -3.38% | |
| 16 | WBD | Warner Bros Discovery Inc | 股票-通訊服務 | 3.15% | — | -3.29% | |
| 17 | GIS | General Mills Inc | 股票-非循環性消費 | 3.09% | — | -3.31% | |
| 18 | KHC | Kraft Heinz Co/the | 股票-非循環性消費 | 3.08% | — | -3.29% | |
| 19 | DIS | Walt Disney Co/the | 股票-通訊服務 | 3.07% | -0.44% | -3.32% | |
| 20 | EVTC | Evertec Inc | 股票-其他 | 3.02% | -0.35% | -2.65% | |
| 21 | CAH | Cardinal Health Inc | 股票-醫療保健 | 2.98% | -0.06% | -3.37% | |
| 22 | CTBI | Community Trust Bancorp Inc | 股票-其他 | 2.89% | +0.13% | -10.00% | |
| 23 | PRDO | Perdoceo Education CORP | 股票-其他 | 2.81% | -3.57% | EXIT | |
| 24 | SLB | Slb LTD | 股票-能源 | 2.81% | — | +52.48% | |
| 25 | DXC | Dxc Technology Co | 股票-科技 | 2.72% | — | -4.54% | |
| 26 | AXP | American Express Co | 股票-金融 | 2.67% | — | -33.02% | |
| 27 | CSCO | Cisco Systems Inc | 股票-科技 | 2.52% | +1.27% | -3.27% | |
| 28 | LBRT | Liberty Energy Inc | 股票-能源 | 2.38% | — | -3.72% | |
| 29 | OPLN | Openlane Inc | 股票-其他 | 2.05% | -0.36% | — | |
| 30 | WBA | Walgreens Boots Alliance Inc | 股票-其他 | 1.57% | — | +9.88% | |
| 31 | DK | Delek US Holdings Inc | 股票-其他 | 1.49% | -0.03% | — | |
| 32 | GPRE | Green Plains Inc | 股票-其他 | 1.31% | — | -4.83% | |
| 33 | WU | Western Union Co | 股票-金融 | 0.14% | — | +4.89% | |
| 34 | ALSN | Allison Transmission Holding | 股票-循環性消費 | 0.14% | — | +66.05% | |
| 35 | SENEA | Seneca Foods CORP - Cl A | 股票-其他 | 0.14% | — | +160.34% | |
| 36 | WINA | Winmark CORP | 股票-其他 | 0.13% | — | -8.88% | |
| 37 | MSM | Msc Industrial Direct Co-a | 股票-工業 | 0.13% | +0.01% | +139.90% | |
| 38 | GMREUSD | Global Medical Reit Inc | 股票-其他 | 0.13% | — | +1.10% | |
| 39 | 8TG | Thermon Group Holdings Inc | 股票-其他 | 0.12% | — | — | |
| 40 | REYN | Reynolds Consumer Products I | 股票-其他 | 0.12% | -0.85% | — | |
| 41 | FRPT | Freshpet, Inc. | 股票-非循環性消費 | 0.11% | — | -28.75% | |
| 42 | DOUG | Douglas Elliman Inc | 股票-其他 | 0.10% | — | -20.18% | |
| 43 | GJB | Steelcase Inc-cl A | 股票-其他 | 0.10% | — | — | |
| 44 | KLXE | Klx Energy Services Holding | 股票-其他 | 0.09% | — | +13.70% | |
| 45 | HWC | Hancock Whitney CORP | 股票-金融 | 0.09% | — | — | |
| 46 | TIGO | Millicom International Cellular S.A. | 股票-通訊服務 | 0.08% | — | -51.71% | |
| 47 | VFC | Vf CORP | 股票-循環性消費 | 0.07% | — | -17.50% | |
| 48 | CVGI | Commercial Vehicle Group Inc | 股票-其他 | 0.06% | — | +0.07% | |
| 49 | PHG | Koninklijke Philips Nvr- Ny | 股票-醫療保健 | 0.05% | — | -0.14% | |
| 50 | SAN | Banco Santander Sa-spon Adr | 股票-金融 | 0.05% | — | -20.35% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | DLB | Dolby Laboratories Inc-cl A | +4% | +3114.67% | 加碼 |
| 2 | OPLN | Openlane Inc | +2.1% | NEW | 新建倉 |
| 3 | DK | Delek US Holdings Inc | +1.5% | NEW | 新建倉 |
| 4 | SOLV | Solventum CORP | +1.3% | +22.61% | 加碼 |
| 5 | SLB | Slb LTD | +0.5% | +52.48% | 加碼 |
| 6 | KVUE | Kenvue Inc | +0.4% | -3.32% | 減碼 |
| 7 | GSK | Gsk Plc-spon Adr | +0.3% | +14.34% | 加碼 |
| 8 | HNI | Hni CORP | +0.3% | +1.96% | 加碼 |
| 9 | GBCI | Glacier Bancorp Inc | +0.3% | -3.95% | 減碼 |
| 10 | RTX | Rtx CORP | +0.2% | -3.34% | 減碼 |
| 11 | PFE | Pfizer Inc | +0.1% | +9.63% | 加碼 |
| 12 | GIS | General Mills Inc | +0.1% | -3.31% | 減碼 |
| 13 | SENEA | Seneca Foods CORP - Cl A | +0.1% | +160.34% | 加碼 |
| 14 | MSM | Msc Industrial Direct Co-a | +0.1% | +139.90% | 加碼 |
| 15 | ALSN | Allison Transmission Holding | +0.1% | +66.05% | 加碼 |
| 16 | LBTYA | Liberty Global Ltd. | +0.1% | NEW | 新建倉 |
| 17 | TELFY | Telefonica Sa-spon Adr | 0% | NEW | 新建倉 |
| 18 | ERIC | Ericsson (lm) Tel-sp Adr | 0% | NEW | 新建倉 |
| 19 | DOUG | Douglas Elliman Inc | 0% | -20.18% | 減碼 |
| 20 | KLXE | Klx Energy Services Holding | 0% | +13.70% | 加碼 |
| 21 | VFC | Vf CORP | 0% | -17.50% | 減碼 |
| 22 | PHG | Koninklijke Philips Nvr- Ny | 0% | -0.14% | 減碼 |
| 23 | REYN | Reynolds Consumer Products I | 0% | — | 不變 |
| 24 | VOD | Vodafone Group Plc-sp Adr | — | -3.28% | 減碼 |
| 25 | GMREUSD | Global Medical Reit Inc | — | +1.10% | 加碼 |
| 26 | CAH | Cardinal Health Inc | 0% | -3.37% | 減碼 |
| 27 | CSCO | Cisco Systems Inc | 0% | -3.27% | 減碼 |
| 28 | WW6 | Ww International Inc | 0% | EXIT | 清倉 |
| 29 | CVGI | Commercial Vehicle Group Inc | 0% | +0.07% | 加碼 |
| 30 | URBN | Urban Outfitters Inc | -0.1% | EXIT | 清倉 |
| 31 | WBD | Warner Bros Discovery Inc | -0.1% | -3.29% | 減碼 |
| 32 | FIS | Fidelity National Info Serv | -0.1% | -3.31% | 減碼 |
| 33 | JNJ | Johnson & Johnson | -0.1% | -3.38% | 減碼 |
| 34 | TIGO | Millicom International Cellular S.A. | -0.1% | -51.71% | 減碼 |
| 35 | KHC | Kraft Heinz Co/the | -0.1% | -3.29% | 減碼 |
| 36 | DXC | Dxc Technology Co | -0.1% | -4.54% | 減碼 |
| 37 | PBI | Pitney Bowes Inc | -0.2% | -25.40% | 減碼 |
| 38 | CTBI | Community Trust Bancorp Inc | -0.2% | -10.00% | 減碼 |
| 39 | MMM | 3m Co | -0.2% | -23.33% | 減碼 |
| 40 | PRDO | Perdoceo Education CORP | -0.3% | -3.16% | 減碼 |
| 41 | EVTC | Evertec Inc | -0.3% | -2.65% | 減碼 |
| 42 | GPRE | Green Plains Inc | -0.5% | -4.83% | 減碼 |
| 43 | EBAY | Ebay Inc | -0.5% | -21.76% | 減碼 |
| 44 | DIS | Walt Disney Co/the | -0.5% | -3.32% | 減碼 |
| 45 | WBA | Walgreens Boots Alliance Inc | -0.5% | +9.88% | 加碼 |
| 46 | LBRT | Liberty Energy Inc | -0.6% | -3.72% | 減碼 |
| 47 | NATL | Ncr Atleos CORP | -0.9% | -17.68% | 減碼 |
| 48 | IWN | Ishares Russell 2000 Value E | -1% | EXIT | 清倉 |
| 49 | AXP | American Express Co | -1.1% | -33.02% | 減碼 |
| 50 | SRCLEUR | Stericycle Inc | -4.1% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Lone Peak Global Investors LLC 在 Q3 2024 季度的美股持倉總市值約為 US$7.3億，共申報了 55 個公開持股部位。
在 Q3 2024 季度，Lone Peak Global Investors LLC 按市值排列的前三大核心持股分別為：DLB (4.1%)、FIS (4.1%)、VOD (3.9%)。其中最大持股部位 DLB 佔據整體投資組合約 4.1% 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
OPLN
市值: US$1030.9萬
本季最大獲利了結 / 清倉標的
SRCLEUR
前期市值: US$1863.6萬
在 Q3 2024 季度中，Lone Peak Global Investors LLC 共進行了 49 項持倉異動，包含新建倉 5 個部位、加碼 13 個部位、減碼 27 個部位以及清倉 4 個部位。 其中最大新建倉標的為 OPLN。 本季清倉部位包含 SRCLEUR。
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。