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
32 檔
32.5%
Q3 2025 季度申報顯示，Mar Vista Investment Partners LLC 揭露的美股組合總市值為 US$10.0億，涵蓋 32 個不同之權益投資部位。
在 Q3 2025，Mar Vista Investment Partners LLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 26 個部位並完全清倉 19 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, AAPL, ORCL）占據了總市值的 32.5%，展現出該機構在 Q3 2025 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 | MSFT | Microsoft CORP | 股票-科技 | 7.57% | -0.71% | -15.65% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.98% | -0.03% | +13.10% | |
| 3 | ORCL | Oracle CORP | 股票-科技 | 5.24% | -0.13% | -18.34% | |
| 4 | TDG | Transdigm Group Inc | 股票-工業 | 4.82% | -2.47% | -8.03% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.73% | -1.32% | -12.30% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 4.73% | +0.70% | +25.90% | |
| 7 | APH | Amphenol Corp-cl A | 股票-科技 | 4.37% | +0.88% | -3.90% | |
| 8 | LIN | Linde plc | 股票-原物料 | 4.16% | -0.16% | -16.66% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.12% | -1.07% | +18.22% | |
| 10 | MCO | Moody's CORP | 股票-金融 | 3.79% | -0.16% | -1.92% | |
| 11 | INTU | Intuit Inc | 股票-科技 | 3.77% | -0.91% | EXIT | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.63% | -0.25% | -15.37% | |
| 13 | SAP | Sap Se-sponsored Adr | 股票-科技 | 3.28% | -0.05% | EXIT | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 3.22% | +0.17% | -4.42% | |
| 15 | AME | Ametek Inc | 股票-工業 | 2.94% | -0.08% | -2.13% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.90% | -0.36% | -4.93% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.82% | -0.18% | -16.04% | |
| 18 | SYK | Stryker CORP | 股票-醫療保健 | 2.67% | +0.13% | -2.24% | |
| 19 | ADI | Analog Devices Inc | 股票-科技 | 2.63% | -0.82% | -19.74% | |
| 20 | VLTO | Veralto CORP | 股票-工業 | 2.60% | — | EXIT | |
| 21 | MTD | Mettler-toledo International | 股票-醫療保健 | 2.56% | +0.32% | -4.56% | |
| 22 | CRM | Salesforce Inc | 股票-科技 | 2.55% | — | -17.86% | |
| 23 | AVGO | Broadcom Inc | 股票-科技 | 2.50% | +0.78% | -47.69% | |
| 24 | GE | General Electric | 股票-工業 | 2.19% | +1.21% | -28.60% | |
| 25 | UL | Unilever PLC | 股票-非循環性消費 | 2.03% | — | -23.30% | |
| 26 | DHR | Danaher CORP | 股票-醫療保健 | 1.96% | -0.48% | -20.01% | |
| 27 | ROP | Roper Technologies Inc | 股票-科技 | 1.71% | — | -4.88% | |
| 28 | AMT | American Tower CORP | 股票-房地產 | 1.65% | -0.21% | -17.73% | |
| 29 | EFX | Equifax Inc | 股票-工業 | 1.53% | — | -46.09% | |
| 30 | HEI | Heico CORP | 股票-工業 | 1.33% | -0.17% | -0.17% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.02% | — | +8.73% | |
| 32 | NKE | Nike Inc -cl B | 股票-循環性消費 | — | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +3.1% | +25.90% | 加碼 |
| 2 | APH | Amphenol Corp-cl A | +2.2% | -3.90% | 加碼 |
| 3 | ORCL | Oracle CORP | +2.1% | -18.34% | 減碼 |
| 4 | MSFT | Microsoft CORP | +1.2% | -15.65% | 減碼 |
| 5 | AAPL | Apple Inc | +1.2% | +13.10% | 加碼 |
| 6 | GOOG | Alphabet Inc-cl C | +0.7% | +18.22% | 減碼 |
| 7 | META | Meta Platforms Inc-class A | +0.4% | -15.37% | 減碼 |
| 8 | VLTO | Veralto CORP | +0.4% | -2.45% | 加碼 |
| 9 | JNJ | Johnson & Johnson | +0.4% | -4.93% | 減碼 |
| 10 | MCO | Moody's CORP | +0.3% | -1.92% | 減碼 |
| 11 | AME | Ametek Inc | +0.2% | -2.13% | 減碼 |
| 12 | INTU | Intuit Inc | +0.1% | -12.14% | 減碼 |
| 13 | AMZN | Amazon.com Inc | +0.1% | -12.30% | 減碼 |
| 14 | ADI | Analog Devices Inc | 0% | -19.74% | 減碼 |
| 15 | GOOGL | Alphabet Inc-cl A | 0% | +8.73% | 減碼 |
| 16 | LIN | Linde plc | -0.1% | -16.66% | 減碼 |
| 17 | SYK | Stryker CORP | -0.1% | -2.24% | 減碼 |
| 18 | ROP | Roper Technologies Inc | -0.3% | -4.88% | 減碼 |
| 19 | MTD | Mettler-toledo International | -0.4% | -4.56% | 減碼 |
| 20 | DHR | Danaher CORP | -0.4% | -20.01% | 減碼 |
| 21 | AVGO | Broadcom Inc | -0.5% | -47.69% | 減碼 |
| 22 | AMT | American Tower CORP | -0.5% | -17.73% | 減碼 |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | -16.04% | 減碼 |
| 24 | UL | Unilever PLC | -0.5% | -23.30% | 減碼 |
| 25 | SAP | Sap Se-sponsored Adr | -0.7% | -4.22% | 減碼 |
| 26 | TDG | Transdigm Group Inc | -0.9% | -8.03% | 減碼 |
| 27 | CRM | Salesforce Inc | -1% | -17.86% | 減碼 |
| 28 | EFX | Equifax Inc | -1.1% | -46.09% | 減碼 |
| 29 | HEI | Heico CORP | -1.1% | -0.17% | 減碼 |
| 30 | V | Visa Inc-class A Shares | -1.5% | -4.42% | 減碼 |
| 31 | ADBE | Adobe Inc | — | EXIT | 清倉 |
| 32 | GE | General Electric | — | NEW | 新建倉 |
| 33 | BN | Brookfield CORP | — | EXIT | 清倉 |
| 34 | NSRGY | Nestle Sa-spons Adr | — | EXIT | 清倉 |
| 35 | CP | Canadian Pacific Kansas City | — | EXIT | 清倉 |
| 36 | SAFRY | Safran Sa-unspon Adr | — | EXIT | 清倉 |
| 37 | CLPBY | Coloplast A/s-sponsored Adr | — | EXIT | 清倉 |
| 38 | ADDYY | Adidas Ag-sponsored Adr | — | EXIT | 清倉 |
| 39 | ASML | ASML Holding N.V. | — | EXIT | 清倉 |
| 40 | PRNDY | Pernod Ricard SA - Spon Adr | — | EXIT | 清倉 |
| 41 | EXPGY | Experian Plc-spons Adr | — | EXIT | 清倉 |
| 42 | NVZMY | Novonesis (novozymes)-adr | — | EXIT | 清倉 |
| 43 | CNSWF | Constellation Software Inc | — | EXIT | 清倉 |
| 44 | FANUY | Fanuc Corp-unsp Adr | — | EXIT | 清倉 |
| 45 | AIQUY | Air Liquide-unsponsored Adr | — | EXIT | 清倉 |
| 46 | NVS | Novartis Ag-sponsored Adr | — | EXIT | 清倉 |
| 47 | CLLNY | Cellnex Telecom Sau-unsp Adr | — | EXIT | 清倉 |
| 48 | ✓ | Sartorius Ag-vorzug | — | EXIT | 清倉 |
| 49 | IFNNY | Infineon Technologies-adr | — | EXIT | 清倉 |
| 50 | DASTY | Dassault Systemes S-spon Adr | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Mar Vista Investment Partners LLC 在 Q3 2025 季度的美股持倉總市值約為 US$10.0億，共申報了 32 個公開持股部位。
在 Q3 2025 季度，Mar Vista Investment Partners LLC 按市值排列的前三大核心持股分別為：MSFT (7.6%)、AAPL (6.0%)、ORCL (5.2%)。其中最大持股部位 MSFT 佔據整體投資組合約 7.6% 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
GE
市值: US$2521.6萬
本季最大獲利了結 / 清倉標的
ADBE
前期市值: US$2746.8萬
在 Q3 2025 季度中，Mar Vista Investment Partners LLC 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 4 個部位、減碼 26 個部位以及清倉 19 個部位。 其中最大新建倉標的為 GE。 本季清倉部位包含 ADBE。
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。