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: 0001419999
申報總市值
US$10.0億
US$10.0億
59 檔
42.0%
在 Q3 2024 的 13F 官方備案中，Mar Vista Investment Partners LLC 管理的美股投資組合規模來到 US$10.0億，整體持股檔數為 59 檔。
數據顯示 Mar Vista Investment Partners LLC 於 Q3 2024 季度持續回收資金，對 37 個既有部位進行裁減並清倉 2 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Mar Vista Investment Partners LLC 的前 5 大核心持股（包含 MSFT, AAPL, TDG 等）合計佔整體申報市值的 42.0%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | MSFT | Microsoft CORP | 股票-科技 | 6.49% | -0.71% | -24.57% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.91% | -0.03% | -25.27% | |
| 3 | TDG | Transdigm Group Inc | 股票-工業 | 5.58% | -2.47% | -24.58% | |
| 4 | AMT | American Tower CORP | 股票-房地產 | 4.53% | -0.21% | -24.68% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.39% | -1.32% | -25.42% | |
| 6 | LIN | Linde plc | 股票-原物料 | 4.14% | -0.16% | -12.64% | |
| 7 | ORCL | Oracle CORP | 股票-科技 | 3.60% | -0.13% | -43.38% | |
| 8 | CRM | Salesforce Inc | 股票-科技 | 3.55% | — | -25.69% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 3.53% | +0.17% | -22.01% | |
| 10 | MTD | Mettler-toledo International | 股票-醫療保健 | 3.30% | +0.32% | -27.19% | |
| 11 | SAP | Sap Se-sponsored Adr | 股票-科技 | 3.20% | -0.05% | EXIT | |
| 12 | MCO | Moody's CORP | 股票-金融 | 3.16% | -0.16% | -22.53% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.85% | -0.18% | -26.14% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.80% | -1.07% | -25.06% | |
| 15 | ADBE | Adobe Inc | 股票-科技 | 2.77% | — | -24.97% | |
| 16 | DHR | Danaher CORP | 股票-醫療保健 | 2.66% | -0.48% | -30.31% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.61% | -0.25% | -27.09% | |
| 18 | DIS | Walt Disney Co/the | 股票-通訊服務 | 2.52% | — | -26.75% | |
| 19 | ADI | Analog Devices Inc | 股票-科技 | 2.49% | -0.82% | -20.51% | |
| 20 | AVGO | Broadcom Inc | 股票-科技 | 2.45% | +0.78% | +614.06% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.41% | -0.36% | -31.92% | |
| 22 | HEI | Heico CORP | 股票-工業 | 2.40% | -0.17% | -27.79% | |
| 23 | INTU | Intuit Inc | 股票-科技 | 2.38% | -0.91% | EXIT | |
| 24 | ROP | Roper Technologies Inc | 股票-科技 | 2.26% | — | -26.07% | |
| 25 | GXO | Gxo Logistics Inc | 股票-工業 | 2.16% | — | -32.36% | |
| 26 | EFX | Equifax Inc | 股票-工業 | 2.07% | — | -25.64% | |
| 27 | APH | Amphenol Corp-cl A | 股票-科技 | 1.97% | +0.88% | -51.40% | |
| 28 | UL | Unilever PLC | 股票-非循環性消費 | 1.77% | — | +160.93% | |
| 29 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.66% | — | +2.32% | |
| 30 | SYK | Stryker CORP | 股票-醫療保健 | 1.63% | +0.13% | +160.39% | |
| 31 | VLTO | Veralto CORP | 股票-工業 | 1.61% | — | EXIT | |
| 32 | MCHP | Microchip Technology Inc | 股票-科技 | 1.58% | — | -36.76% | |
| 33 | AME | Ametek Inc | 股票-工業 | 1.53% | -0.08% | +195.20% | |
| 34 | CP | Canadian Pacific Kansas City | 股票-工業 | 0.38% | — | -1.73% | |
| 35 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 0.37% | — | -4.97% | |
| 36 | CLPBY | Coloplast A/s-sponsored Adr | 股票-其他 | 0.27% | — | -7.19% | |
| 37 | SAFRY | Safran Sa-unspon Adr | 股票-其他 | 0.26% | — | -6.53% | |
| 38 | BN | Brookfield CORP | 股票-金融 | 0.25% | — | +6.88% | |
| 39 | ADDYY | Adidas Ag-sponsored Adr | 股票-其他 | 0.24% | — | +5.20% | |
| 40 | PRNDY | Pernod Ricard SA - Spon Adr | 股票-其他 | 0.24% | — | -6.85% | |
| 41 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.01% | — | — | |
| 42 | NVZMY | Novonesis (novozymes)-adr | 股票-其他 | — | — | -87.02% | |
| 43 | NKE | Nike Inc -cl B | 股票-循環性消費 | — | — | -99.89% | |
| 44 | EXPGY | Experian Plc-spons Adr | 股票-其他 | — | — | -85.56% | |
| 45 | CNSWF | Constellation Software Inc | 股票-其他 | — | — | — | |
| 46 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | — | — | — | |
| 47 | AIQUY | Air Liquide-unsponsored Adr | 股票-其他 | — | — | +7.65% | |
| 48 | ACN | Accenture plc | 股票-科技 | — | — | — | |
| 49 | FANUY | Fanuc Corp-unsp Adr | 股票-其他 | — | — | -86.20% | |
| 50 | ASML | ASML Holding N.V. | 股票-科技 | — | +2.32% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | UL | Unilever PLC | +1.3% | +160.93% | 加碼 |
| 2 | SYK | Stryker CORP | +1.2% | +160.39% | 加碼 |
| 3 | AME | Ametek Inc | +1.1% | +195.20% | 加碼 |
| 4 | LIN | Linde plc | +0.8% | -12.64% | 減碼 |
| 5 | AMT | American Tower CORP | +0.7% | -24.68% | 減碼 |
| 6 | VLTO | Veralto CORP | +0.5% | -0.58% | 減碼 |
| 7 | TDG | Transdigm Group Inc | +0.5% | -24.58% | 減碼 |
| 8 | PEP | Pepsico Inc | +0.5% | +2.32% | 加碼 |
| 9 | AAPL | Apple Inc | +0.4% | -25.27% | 減碼 |
| 10 | MCO | Moody's CORP | +0.4% | -22.53% | 減碼 |
| 11 | EFX | Equifax Inc | +0.3% | -25.64% | 減碼 |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -26.14% | 減碼 |
| 13 | HEI | Heico CORP | +0.2% | -27.79% | 減碼 |
| 14 | V | Visa Inc-class A Shares | +0.2% | -22.01% | 減碼 |
| 15 | META | Meta Platforms Inc-class A | +0.2% | -27.09% | 減碼 |
| 16 | BN | Brookfield CORP | +0.1% | +6.88% | 加碼 |
| 17 | CP | Canadian Pacific Kansas City | +0.1% | -1.73% | 減碼 |
| 18 | CRM | Salesforce Inc | +0.1% | -25.69% | 減碼 |
| 19 | ADI | Analog Devices Inc | +0.1% | -20.51% | 減碼 |
| 20 | ADDYY | Adidas Ag-sponsored Adr | +0.1% | +5.20% | 加碼 |
| 21 | NSRGY | Nestle Sa-spons Adr | +0.1% | -4.97% | 減碼 |
| 22 | PRNDY | Pernod Ricard SA - Spon Adr | +0.1% | -6.85% | 減碼 |
| 23 | SAFRY | Safran Sa-unspon Adr | +0.1% | -6.53% | 減碼 |
| 24 | CLPBY | Coloplast A/s-sponsored Adr | +0.1% | -7.19% | 減碼 |
| 25 | MTD | Mettler-toledo International | 0% | -27.19% | 減碼 |
| 26 | DHR | Danaher CORP | 0% | -30.31% | 減碼 |
| 27 | GOOGL | Alphabet Inc-cl A | — | — | 不變 |
| 28 | ASML | ASML Holding N.V. | — | — | 不變 |
| 29 | CLLNY | Cellnex Telecom Sau-unsp Adr | — | — | 不變 |
| 30 | AIQUY | Air Liquide-unsponsored Adr | — | +7.65% | 加碼 |
| 31 | AVGO | Broadcom Inc | 0% | +614.06% | 加碼 |
| 32 | EXPGY | Experian Plc-spons Adr | 0% | -85.56% | 減碼 |
| 33 | FANUY | Fanuc Corp-unsp Adr | 0% | -86.20% | 減碼 |
| 34 | SOAGY | Sartorius Ag-unsp Adr | 0% | EXIT | 清倉 |
| 35 | NVZMY | Novonesis (novozymes)-adr | 0% | -87.02% | 減碼 |
| 36 | JNJ | Johnson & Johnson | -0.1% | -31.92% | 減碼 |
| 37 | ROP | Roper Technologies Inc | -0.1% | -26.07% | 減碼 |
| 38 | INTU | Intuit Inc | -0.2% | -24.32% | 減碼 |
| 39 | DIS | Walt Disney Co/the | -0.2% | -26.75% | 減碼 |
| 40 | GXO | Gxo Logistics Inc | -0.2% | -32.36% | 減碼 |
| 41 | ADBE | Adobe Inc | -0.3% | -24.97% | 減碼 |
| 42 | AMZN | Amazon.com Inc | -0.3% | -25.42% | 減碼 |
| 43 | GOOG | Alphabet Inc-cl C | -0.4% | -25.06% | 減碼 |
| 44 | MSFT | Microsoft CORP | -0.4% | -24.57% | 減碼 |
| 45 | ORCL | Oracle CORP | -0.5% | -43.38% | 減碼 |
| 46 | SAP | Sap Se-sponsored Adr | -0.6% | -42.81% | 減碼 |
| 47 | MCHP | Microchip Technology Inc | -0.6% | -36.76% | 減碼 |
| 48 | APH | Amphenol Corp-cl A | -1.3% | -51.40% | 減碼 |
| 49 | FTV | Fortive CORP | -2% | EXIT | 清倉 |
| 50 | NKE | Nike Inc -cl B | -2% | -99.89% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Mar Vista Investment Partners LLC 在 Q3 2024 季度的美股持倉總市值約為 US$10.0億，共申報了 59 個公開持股部位。
在 Q3 2024 季度，Mar Vista Investment Partners LLC 按市值排列的前三大核心持股分別為：MSFT (6.5%)、AAPL (5.9%)、TDG (5.6%)。其中最大持股部位 MSFT 佔據整體投資組合約 6.5% 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。
本季最大獲利了結 / 清倉標的
FTV
前期市值: US$4023.3萬
在 Q3 2024 季度中，Mar Vista Investment Partners LLC 共進行了 47 項持倉異動，包含新建倉 0 個部位、加碼 8 個部位、減碼 37 個部位以及清倉 2 個部位。 本季清倉部位包含 FTV。
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。