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
47 檔
13.0%
截至 Q4 2024 季度末，Lone Peak Global Investors LLC 的美股持倉估值約為 US$7.3億，全數申報部位共有 47 檔。
Lone Peak Global Investors LLC 在 Q4 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 44 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 NATL, DLB, FIS）占據了總市值的 13.0%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
| # | 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 | NATL | Ncr Atleos CORP | 股票-科技 | 4.18% | -1.65% | EXIT | |
| 2 | DLB | Dolby Laboratories Inc-cl A | 股票-工業 | 4.16% | — | -4.95% | |
| 3 | FIS | Fidelity National Info Serv | 股票-科技 | 3.94% | — | -3.67% | |
| 4 | SOLV | Solventum CORP | 股票-醫療保健 | 3.62% | +1.20% | -5.48% | |
| 5 | RTX | Rtx CORP | 股票-工業 | 3.62% | +0.03% | -3.61% | |
| 6 | DIS | Walt Disney Co/the | 股票-通訊服務 | 3.56% | -0.44% | -3.59% | |
| 7 | MMM | 3m Co | 股票-工業 | 3.39% | — | -3.53% | |
| 8 | VOD | Vodafone Group Plc-sp Adr | 股票-通訊服務 | 3.26% | — | -4.71% | |
| 9 | KVUE | Kenvue Inc | 股票-非循環性消費 | 3.25% | — | -3.62% | |
| 10 | CAH | Cardinal Health Inc | 股票-醫療保健 | 3.20% | -0.06% | -3.67% | |
| 11 | LBRT | Liberty Energy Inc | 股票-能源 | 3.16% | — | +22.65% | |
| 12 | GBCI | Glacier Bancorp Inc | 股票-金融 | 3.15% | -1.03% | -25.57% | |
| 13 | WBD | Warner Bros Discovery Inc | 股票-通訊服務 | 3.13% | — | -25.60% | |
| 14 | PFE | Pfizer Inc | 股票-醫療保健 | 3.12% | — | -3.47% | |
| 15 | EBAY | Ebay Inc | 股票-循環性消費 | 3.11% | +0.16% | -3.48% | |
| 16 | DK | Delek US Holdings Inc | 股票-其他 | 3.04% | -0.03% | +98.25% | |
| 17 | CTBI | Community Trust Bancorp Inc | 股票-其他 | 3.03% | +0.13% | -5.71% | |
| 18 | EVTC | Evertec Inc | 股票-其他 | 3.03% | -0.35% | -5.55% | |
| 19 | KDP | Keurig Dr Pepper Inc | 股票-非循環性消費 | 2.96% | +0.41% | — | |
| 20 | HNI | Hni CORP | 股票-其他 | 2.94% | -0.07% | -5.30% | |
| 21 | AXP | American Express Co | 股票-金融 | 2.93% | — | -3.57% | |
| 22 | PBI | Pitney Bowes Inc | 股票-其他 | 2.92% | — | -28.91% | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.84% | -0.67% | -3.75% | |
| 24 | CSCO | Cisco Systems Inc | 股票-科技 | 2.82% | +1.27% | -3.56% | |
| 25 | KHC | Kraft Heinz Co/the | 股票-非循環性消費 | 2.70% | — | -3.56% | |
| 26 | GIS | General Mills Inc | 股票-非循環性消費 | 2.68% | — | -3.58% | |
| 27 | PRDO | Perdoceo Education CORP | 股票-其他 | 2.64% | -3.57% | EXIT | |
| 28 | HSIC | Henry Schein Inc | 股票-醫療保健 | 2.62% | -0.03% | — | |
| 29 | DXC | Dxc Technology Co | 股票-科技 | 2.59% | — | -4.87% | |
| 30 | SLB | Slb LTD | 股票-能源 | 2.57% | — | -4.06% | |
| 31 | OPLN | Openlane Inc | 股票-其他 | 2.37% | -0.36% | -5.50% | |
| 32 | WBA | Walgreens Boots Alliance Inc | 股票-其他 | 1.62% | — | -4.97% | |
| 33 | GPRE | Green Plains Inc | 股票-其他 | 0.89% | — | -6.38% | |
| 34 | SENEA | Seneca Foods CORP - Cl A | 股票-其他 | 0.10% | — | -43.25% | |
| 35 | ALSN | Allison Transmission Holding | 股票-循環性消費 | 0.10% | — | -42.29% | |
| 36 | WU | Western Union Co | 股票-金融 | 0.09% | — | -31.76% | |
| 37 | WINA | Winmark CORP | 股票-其他 | 0.08% | — | -43.50% | |
| 38 | REYN | Reynolds Consumer Products I | 股票-其他 | 0.08% | -0.85% | -26.44% | |
| 39 | FRPT | Freshpet, Inc. | 股票-非循環性消費 | 0.07% | — | -43.40% | |
| 40 | AMCX | Amc Global Media Inc | 股票-其他 | 0.07% | +0.01% | — | |
| 41 | 8TG | Thermon Group Holdings Inc | 股票-其他 | 0.07% | — | -43.43% | |
| 42 | GMREUSD | Global Medical Reit Inc | 股票-其他 | 0.06% | — | -40.69% | |
| 43 | HWC | Hancock Whitney CORP | 股票-金融 | 0.05% | — | -43.63% | |
| 44 | GJB | Steelcase Inc-cl A | 股票-其他 | 0.05% | — | -43.42% | |
| 45 | KLXE | Klx Energy Services Holding | 股票-其他 | 0.05% | — | -42.34% | |
| 46 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.05% | — | — | |
| 47 | TIGO | Millicom International Cellular S.A. | 股票-通訊服務 | 0.04% | — | -43.38% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | KDP | Keurig Dr Pepper Inc | +3% | NEW | 新建倉 |
| 2 | HSIC | Henry Schein Inc | +2.6% | NEW | 新建倉 |
| 3 | DK | Delek US Holdings Inc | +1.6% | +98.25% | 加碼 |
| 4 | LBRT | Liberty Energy Inc | +0.8% | +22.65% | 加碼 |
| 5 | NATL | Ncr Atleos CORP | +0.6% | -5.37% | 減碼 |
| 6 | DIS | Walt Disney Co/the | +0.5% | -3.59% | 減碼 |
| 7 | OPLN | Openlane Inc | +0.3% | -5.50% | 減碼 |
| 8 | CSCO | Cisco Systems Inc | +0.3% | -3.56% | 減碼 |
| 9 | AXP | American Express Co | +0.3% | -3.57% | 減碼 |
| 10 | CAH | Cardinal Health Inc | +0.2% | -3.67% | 減碼 |
| 11 | AMCX | Amc Global Media Inc | +0.1% | NEW | 新建倉 |
| 12 | IWN | Ishares Russell 2000 Value E | +0.1% | NEW | 新建倉 |
| 13 | DLB | Dolby Laboratories Inc-cl A | 0% | -4.95% | 減碼 |
| 14 | EVTC | Evertec Inc | 0% | -5.55% | 減碼 |
| 15 | WBD | Warner Bros Discovery Inc | 0% | -25.60% | 減碼 |
| 16 | ALSN | Allison Transmission Holding | 0% | -42.29% | 減碼 |
| 17 | TELFY | Telefonica Sa-spon Adr | 0% | EXIT | 清倉 |
| 18 | REYN | Reynolds Consumer Products I | 0% | -26.44% | 減碼 |
| 19 | WU | Western Union Co | -0.1% | -31.76% | 減碼 |
| 20 | WINA | Winmark CORP | -0.1% | -43.50% | 減碼 |
| 21 | 8TG | Thermon Group Holdings Inc | -0.1% | -43.43% | 減碼 |
| 22 | PHG | Koninklijke Philips Nvr- Ny | -0.1% | EXIT | 清倉 |
| 23 | SAN | Banco Santander Sa-spon Adr | -0.1% | EXIT | 清倉 |
| 24 | GJB | Steelcase Inc-cl A | -0.1% | -43.42% | 減碼 |
| 25 | SNY | Sanofi-adr | -0.1% | EXIT | 清倉 |
| 26 | LBTYA | Liberty Global Ltd. | -0.1% | EXIT | 清倉 |
| 27 | CVGI | Commercial Vehicle Group Inc | -0.1% | EXIT | 清倉 |
| 28 | VFC | Vf CORP | -0.1% | EXIT | 清倉 |
| 29 | GMREUSD | Global Medical Reit Inc | -0.1% | -40.69% | 減碼 |
| 30 | DOUG | Douglas Elliman Inc | -0.1% | EXIT | 清倉 |
| 31 | FIS | Fidelity National Info Serv | -0.1% | -3.67% | 減碼 |
| 32 | DXC | Dxc Technology Co | -0.1% | -4.87% | 減碼 |
| 33 | MSM | Msc Industrial Direct Co-a | -0.1% | EXIT | 清倉 |
| 34 | RTX | Rtx CORP | -0.2% | -3.61% | 減碼 |
| 35 | EBAY | Ebay Inc | -0.2% | -3.48% | 減碼 |
| 36 | PRDO | Perdoceo Education CORP | -0.2% | -24.41% | 減碼 |
| 37 | MMM | 3m Co | -0.2% | -3.53% | 減碼 |
| 38 | SLB | Slb LTD | -0.2% | -4.06% | 減碼 |
| 39 | HNI | Hni CORP | -0.3% | -5.30% | 減碼 |
| 40 | SOLV | Solventum CORP | -0.3% | -5.48% | 減碼 |
| 41 | KVUE | Kenvue Inc | -0.3% | -3.62% | 減碼 |
| 42 | PFE | Pfizer Inc | -0.3% | -3.47% | 減碼 |
| 43 | JNJ | Johnson & Johnson | -0.3% | -3.75% | 減碼 |
| 44 | KHC | Kraft Heinz Co/the | -0.4% | -3.56% | 減碼 |
| 45 | GIS | General Mills Inc | -0.4% | -3.58% | 減碼 |
| 46 | GPRE | Green Plains Inc | -0.4% | -6.38% | 減碼 |
| 47 | GBCI | Glacier Bancorp Inc | -0.6% | -25.57% | 減碼 |
| 48 | VOD | Vodafone Group Plc-sp Adr | -0.6% | -4.71% | 減碼 |
| 49 | PBI | Pitney Bowes Inc | -1% | -28.91% | 減碼 |
| 50 | GSK | Gsk Plc-spon Adr | -3.3% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Lone Peak Global Investors LLC 在 Q4 2024 季度的美股持倉總市值約為 US$7.3億，共申報了 47 個公開持股部位。
在 Q4 2024 季度，Lone Peak Global Investors LLC 按市值排列的前三大核心持股分別為：NATL (4.2%)、DLB (4.2%)、FIS (3.9%)。其中最大持股部位 NATL 佔據整體投資組合約 4.2% 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
KDP
市值: US$1427.6萬
本季最大獲利了結 / 清倉標的
GSK
前期市值: US$1674.7萬
在 Q4 2024 季度中，Lone Peak Global Investors LLC 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 2 個部位、減碼 34 個部位以及清倉 10 個部位。 其中最大新建倉標的為 KDP。 本季清倉部位包含 GSK。
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。