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: 0001317724
申報總市值
US$64.8億
US$64.8億
100 檔
17.7%
在 Q4 2024 申報期間，Mondrian Investment Partners LTD（CIK: 0001317724）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$64.8億，共持有 100 個公開申報部位。
數據顯示 Mondrian Investment Partners LTD 於 Q4 2024 季度持續回收資金，對 35 個既有部位進行裁減並清倉 0 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 TRP, SONY, LYG）累計市值佔比達 17.7%，是驅動 Mondrian Investment Partners LTD 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 | TRP | Tc Energy CORP | 股票-能源 | 4.53% | — | -34.57% | |
| 2 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 3.69% | +0.03% | +358.23% | |
| 3 | LYG | Lloyds Banking Group Plc-adr | 股票-金融 | 3.67% | +0.59% | -1.66% | |
| 4 | SAN | Banco Santander Sa-spon Adr | 股票-金融 | 3.66% | +0.36% | -2.16% | |
| 5 | GSK | Gsk Plc-spon Adr | 股票-醫療保健 | 3.40% | -0.15% | +17.61% | |
| 6 | PHG | Koninklijke Philips Nvr- Ny | 股票-醫療保健 | 3.25% | +0.18% | -9.62% | |
| 7 | SNY | Sanofi-adr | 股票-醫療保健 | 3.10% | — | -0.73% | |
| 8 | BTI | British American Tob-sp Adr | 股票-非循環性消費 | 3.07% | +0.27% | +233.33% | |
| 9 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.72% | +0.23% | +7.46% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.57% | +0.26% | -24.01% | |
| 11 | BP | Bp Plc-spons Adr | 股票-能源 | 2.52% | -0.90% | +1.09% | |
| 12 | WFC | Wells Fargo & Co | 股票-金融 | 2.46% | +0.09% | -20.84% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.33% | +0.44% | +19560.53% | |
| 14 | TXN | Texas Instruments Inc | 股票-科技 | 2.29% | +0.15% | +5.80% | |
| 15 | CDW | Cdw Corp/de | 股票-科技 | 2.28% | +0.23% | +22.24% | |
| 16 | WPP | Wpp Plc-sponsored Adr | 股票-其他 | 2.25% | -0.79% | -0.24% | |
| 17 | ALV | Autoliv Inc | 股票-循環性消費 | 2.20% | — | +4.52% | |
| 18 | PBR | Petroleo Brasileiro-spon Adr | 股票-能源 | 2.20% | -1.21% | -2.79% | |
| 19 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 2.11% | -1.62% | EXIT | |
| 20 | HMC | Honda Motor Co Ltd-spons Adr | 股票-循環性消費 | 2.09% | -1.50% | -0.11% | |
| 21 | YUMC | Yum China Holdings Inc | 股票-循環性消費 | 2.07% | +0.75% | -35.57% | |
| 22 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.06% | +0.98% | -1.02% | |
| 23 | SYY | Sysco CORP | 股票-非循環性消費 | 2.05% | -0.79% | — | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 1.96% | +0.65% | -2.13% | |
| 25 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 1.95% | — | -2.03% | |
| 26 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.93% | — | -2.65% | |
| 27 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.89% | +0.07% | — | |
| 28 | KVUE | Kenvue Inc | 股票-非循環性消費 | 1.87% | -1.45% | -18.57% | |
| 29 | SHEL | Shell Plc-adr | 股票-能源 | 1.81% | -0.31% | -0.61% | |
| 30 | VALE | Vale Sa-sp Adr | 股票-原物料 | 1.80% | -0.22% | +13.32% | |
| 31 | LH | Labcorp Holdings Inc | 股票-醫療保健 | 1.71% | — | -16.82% | |
| 32 | PLD | Prologis Inc | 股票-房地產 | 1.66% | +0.29% | +30.14% | |
| 33 | BAP | Credicorp Ltd. | 股票-金融 | 1.53% | +0.05% | -25.91% | |
| 34 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.38% | — | — | |
| 35 | ATHM | Autohome Inc-adr | 股票-其他 | 1.37% | — | -11.76% | |
| 36 | ABX | Barrick Gold CORP | 股票-金融 | 1.37% | — | -10.35% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 1.30% | -0.33% | -1.80% | |
| 38 | LHX | L3harris Technologies Inc | 股票-工業 | 1.30% | +0.30% | -3.70% | |
| 39 | DLTR | Dollar Tree Inc | 股票-非循環性消費 | 1.28% | +0.48% | -1.52% | |
| 40 | NNN | Nnn Reit Inc | 股票-房地產 | 1.20% | -0.30% | -1.82% | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.18% | +0.32% | -54.04% | |
| 42 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 1.14% | — | -34.21% | |
| 43 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 1.05% | +0.34% | -14.56% | |
| 44 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.86% | +0.33% | — | |
| 45 | BIDU | Baidu Inc - Spon Adr | 股票-通訊服務 | 0.82% | — | -8.82% | |
| 46 | SQM | Quimica Y Minera Chil-sp Adr | 股票-其他 | 0.68% | — | -7.77% | |
| 47 | KT | Kt Corp-sp Adr | 股票-其他 | 0.60% | -0.20% | -1.76% | |
| 48 | MU | Micron Technology Inc | 股票-科技 | 0.54% | +0.11% | +25.17% | |
| 49 | KSA | Ishrs Msci Saudi Arabia ETF | ETF-其他 | 0.47% | -0.04% | +14.20% | |
| 50 | ITUB | Itau Unibanco H-spon Prf Adr | 股票-金融 | 0.41% | — | -6.37% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +2.3% | +19560.53% | 加碼 |
| 2 | BTI | British American Tob-sp Adr | +2.3% | +233.33% | 加碼 |
| 3 | SYY | Sysco CORP | +2.1% | NEW | 新建倉 |
| 4 | MRK | Merck & Co. Inc. | +1.9% | NEW | 新建倉 |
| 5 | BNY | Bank Of New York Mellon CORP | +1.4% | NEW | 新建倉 |
| 6 | SCHW | Schwab (charles) CORP | +0.9% | +7.46% | 加碼 |
| 7 | TMO | Thermo Fisher Scientific Inc | +0.9% | NEW | 新建倉 |
| 8 | SONY | Sony Group CORP - Sp Adr | +0.4% | +358.23% | 加碼 |
| 9 | PLD | Prologis Inc | +0.4% | +30.14% | 加碼 |
| 10 | WFC | Wells Fargo & Co | +0.4% | -20.84% | 減碼 |
| 11 | SOBO | South Bow CORP | +0.4% | NEW | 新建倉 |
| 12 | ALV | Autoliv Inc | +0.3% | +4.52% | 加碼 |
| 13 | CDW | Cdw Corp/de | +0.3% | +22.24% | 加碼 |
| 14 | WDAY | Workday Inc-class A | +0.3% | NEW | 新建倉 |
| 15 | LYG | Lloyds Banking Group Plc-adr | +0.2% | -1.66% | 減碼 |
| 16 | TXN | Texas Instruments Inc | +0.1% | +5.80% | 加碼 |
| 17 | SNY | Sanofi-adr | +0.1% | -0.73% | 減碼 |
| 18 | MSFT | Microsoft CORP | +0.1% | -2.13% | 減碼 |
| 19 | WPP | Wpp Plc-sponsored Adr | 0% | -0.24% | 減碼 |
| 20 | LH | Labcorp Holdings Inc | 0% | -16.82% | 減碼 |
| 21 | UNH | Unitedhealth Group Inc | 0% | -1.02% | 減碼 |
| 22 | MCD | Mcdonald's CORP | 0% | -2.65% | 減碼 |
| 23 | META | Meta Platforms Inc-class A | — | -24.01% | 減碼 |
| 24 | VALE | Vale Sa-sp Adr | 0% | +13.32% | 加碼 |
| 25 | XOM | Exxon Mobil CORP | 0% | -1.80% | 減碼 |
| 26 | SQM | Quimica Y Minera Chil-sp Adr | 0% | -7.77% | 減碼 |
| 27 | LHX | L3harris Technologies Inc | -0.1% | -3.70% | 減碼 |
| 28 | CRM | Salesforce Inc | -0.1% | -57.45% | 減碼 |
| 29 | HMC | Honda Motor Co Ltd-spons Adr | -0.1% | -0.11% | 減碼 |
| 30 | HDB | Hdfc Bank Ltd-adr | -0.1% | -14.56% | 減碼 |
| 31 | BIDU | Baidu Inc - Spon Adr | -0.1% | -8.82% | 減碼 |
| 32 | NNN | Nnn Reit Inc | -0.2% | -1.82% | 減碼 |
| 33 | EFA | Ishares Msci Eafe ETF | -0.2% | -72.52% | 減碼 |
| 34 | 6D8 | Dupont De Nemours Inc | -0.2% | -4.50% | 減碼 |
| 35 | ATHM | Autohome Inc-adr | -0.3% | -11.76% | 減碼 |
| 36 | HCA | Hca Healthcare Inc | -0.3% | -2.03% | 減碼 |
| 37 | ABX | Barrick Gold CORP | -0.3% | -10.35% | 減碼 |
| 38 | BAP | Credicorp Ltd. | -0.3% | -25.91% | 減碼 |
| 39 | KVUE | Kenvue Inc | -0.4% | -18.57% | 減碼 |
| 40 | NVS | Novartis Ag-sponsored Adr | -0.6% | -34.21% | 減碼 |
| 41 | PHG | Koninklijke Philips Nvr- Ny | -0.7% | -9.62% | 減碼 |
| 42 | TSM | Taiwan Semiconductor-sp Adr | -0.8% | -54.04% | 減碼 |
| 43 | YUMC | Yum China Holdings Inc | -0.8% | -35.57% | 減碼 |
| 44 | TAK | Takeda Pharmaceutic-sp Adr | -1.1% | -99.97% | 減碼 |
| 45 | AMZN | Amazon.com Inc | -1.1% | -79.63% | 減碼 |
| 46 | INFY | Infosys Ltd-sp Adr | -1.2% | -96.60% | 減碼 |
| 47 | TRP | Tc Energy CORP | -1.7% | -34.57% | 減碼 |
| 48 | AMT | American Tower CORP | -1.7% | -98.41% | 減碼 |
| 49 | CNC | Centene CORP | -1.8% | -100.00% | 減碼 |
| 50 | ABBV | Abbvie Inc | -1.9% | -99.19% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Mondrian Investment Partners LTD 在 Q4 2024 季度的美股持倉總市值約為 US$64.8億，共申報了 100 個公開持股部位。
在 Q4 2024 季度，Mondrian Investment Partners LTD 按市值排列的前三大核心持股分別為：TRP (4.5%)、SONY (3.7%)、LYG (3.7%)。其中最大持股部位 TRP 佔據整體投資組合約 4.5% 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。
本季最大新建倉標的
SYY
市值: US$1.2億
本季最大獲利了結 / 清倉標的
TRP
前期市值: US$4.1億
在 Q4 2024 季度中，Mondrian Investment Partners LTD 共進行了 50 項持倉異動，包含新建倉 6 個部位、加碼 9 個部位、減碼 35 個部位以及清倉 0 個部位。 其中最大新建倉標的為 SYY。
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。