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
96 檔
20.4%
Mondrian Investment Partners LTD 在 Q3 2025 季度的美股部位總計估值為 US$64.8億，分散於 96 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q3 2025 期間，Mondrian Investment Partners LTD 展現了靈活的資產再平衡步調，透過出清 4 檔弱勢或達到目標價部位，將資金轉置於 3 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 LYG, SAN, SONY）累計市值佔比達 20.4%，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 | LYG | Lloyds Banking Group Plc-adr | 股票-金融 | 4.76% | +0.59% | -4.96% | |
| 2 | SAN | Banco Santander Sa-spon Adr | 股票-金融 | 4.72% | +0.36% | -29.19% | |
| 3 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 4.63% | +0.03% | -2.86% | |
| 4 | GSK | Gsk Plc-spon Adr | 股票-醫療保健 | 4.21% | -0.15% | +0.27% | |
| 5 | BTI | British American Tob-sp Adr | 股票-非循環性消費 | 3.71% | +0.27% | -23.36% | |
| 6 | PHG | Koninklijke Philips Nvr- Ny | 股票-醫療保健 | 3.60% | +0.18% | +11.18% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.26% | +0.44% | -4.22% | |
| 8 | SNY | Sanofi-adr | 股票-醫療保健 | 2.87% | — | +5.69% | |
| 9 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.82% | +0.23% | -5.20% | |
| 10 | BP | Bp Plc-spons Adr | 股票-能源 | 2.69% | -0.90% | -4.66% | |
| 11 | YUMC | Yum China Holdings Inc | 股票-循環性消費 | 2.66% | +0.75% | +57.59% | |
| 12 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.46% | +0.33% | +41.88% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 2.40% | +0.65% | -3.94% | |
| 14 | SYY | Sysco CORP | 股票-非循環性消費 | 2.37% | -0.79% | -7.83% | |
| 15 | PBR | Petroleo Brasileiro-spon Adr | 股票-能源 | 2.34% | -1.21% | +19.85% | |
| 16 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 2.31% | -1.62% | EXIT | |
| 17 | WFC | Wells Fargo & Co | 股票-金融 | 2.31% | +0.09% | -19.65% | |
| 18 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.31% | +0.07% | +14.99% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.28% | +0.26% | -9.92% | |
| 20 | HMC | Honda Motor Co Ltd-spons Adr | 股票-循環性消費 | 2.28% | -1.50% | -2.07% | |
| 21 | TXN | Texas Instruments Inc | 股票-科技 | 2.23% | +0.15% | -3.57% | |
| 22 | CRM | Salesforce Inc | 股票-科技 | 2.15% | -0.08% | +2526.18% | |
| 23 | CDW | Cdw Corp/de | 股票-科技 | 2.15% | +0.23% | +6.09% | |
| 24 | VALE | Vale Sa-sp Adr | 股票-原物料 | 2.06% | -0.22% | -1.68% | |
| 25 | SHEL | Shell Plc-adr | 股票-能源 | 1.94% | -0.31% | -1.88% | |
| 26 | PLD | Prologis Inc | 股票-房地產 | 1.87% | +0.29% | +21.30% | |
| 27 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 1.78% | — | -29.47% | |
| 28 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.77% | +0.98% | +34.91% | |
| 29 | DLTR | Dollar Tree Inc | 股票-非循環性消費 | 1.71% | +0.48% | +4.71% | |
| 30 | B | Barrick Mining CORP | 股票-原物料 | 1.64% | +0.08% | — | |
| 31 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.55% | -0.32% | — | |
| 32 | BAC | Bank Of America CORP | 股票-金融 | 1.40% | +0.56% | +4787.46% | |
| 33 | LHX | L3harris Technologies Inc | 股票-工業 | 1.37% | +0.30% | -26.13% | |
| 34 | WPP | Wpp Plc-sponsored Adr | 股票-其他 | 1.33% | -0.79% | +21.16% | |
| 35 | INFY | Infosys Ltd-sp Adr | 股票-科技 | 1.33% | -0.18% | +3700.23% | |
| 36 | KVUE | Kenvue Inc | 股票-非循環性消費 | 1.32% | -1.45% | +9.22% | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.32% | +0.32% | -15.70% | |
| 38 | NNN | Nnn Reit Inc | 股票-房地產 | 1.32% | -0.30% | +2.22% | |
| 39 | BAP | Credicorp Ltd. | 股票-金融 | 1.31% | +0.05% | -40.24% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 1.28% | -0.33% | -6.08% | |
| 41 | LH | Labcorp Holdings Inc | 股票-醫療保健 | 1.26% | — | -2.99% | |
| 42 | KT | Kt Corp-sp Adr | 股票-其他 | 0.87% | -0.20% | +30.36% | |
| 43 | KSPI | Jsc Kaspi.kz Adr | 股票-其他 | 0.57% | +0.05% | +75.02% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.56% | -0.37% | +46.52% | |
| 45 | KSA | Ishrs Msci Saudi Arabia ETF | ETF-其他 | 0.55% | -0.04% | +20.45% | |
| 46 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 0.55% | +0.34% | -9.29% | |
| 47 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.35% | +0.16% | — | |
| 48 | WDAY | Workday Inc-class A | 股票-科技 | 0.33% | +0.04% | +6.43% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.23% | +0.02% | +23.90% | |
| 50 | UAE | Ishares Msci Uae ETF | ETF-其他 | 0.21% | — | +22684.45% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | YUMC | Yum China Holdings Inc | +2.7% | +57.59% | 加碼 |
| 2 | CRM | Salesforce Inc | +2.1% | +2526.18% | 加碼 |
| 3 | BAC | Bank Of America CORP | +1.4% | +4787.46% | 加碼 |
| 4 | INFY | Infosys Ltd-sp Adr | +1.3% | +3700.23% | 加碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +1% | -4.22% | 減碼 |
| 6 | TMO | Thermo Fisher Scientific Inc | +0.6% | +41.88% | 加碼 |
| 7 | MSFT | Microsoft CORP | +0.5% | -3.94% | 減碼 |
| 8 | PHG | Koninklijke Philips Nvr- Ny | +0.5% | +11.18% | 加碼 |
| 9 | LYG | Lloyds Banking Group Plc-adr | +0.4% | -4.96% | 減碼 |
| 10 | SONY | Sony Group CORP - Sp Adr | +0.4% | -2.86% | 減碼 |
| 11 | DLTR | Dollar Tree Inc | +0.4% | +4.71% | 加碼 |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | -15.70% | 減碼 |
| 13 | SAN | Banco Santander Sa-spon Adr | +0.4% | -29.19% | 減碼 |
| 14 | GSK | Gsk Plc-spon Adr | +0.4% | +0.27% | 加碼 |
| 15 | PLD | Prologis Inc | +0.3% | +21.30% | 加碼 |
| 16 | SCHW | Schwab (charles) CORP | +0.3% | -5.20% | 減碼 |
| 17 | KT | Kt Corp-sp Adr | +0.3% | +30.36% | 加碼 |
| 18 | META | Meta Platforms Inc-class A | +0.2% | -9.92% | 減碼 |
| 19 | EFA | Ishares Msci Eafe ETF | +0.2% | +46.52% | 加碼 |
| 20 | 6D8 | Dupont De Nemours Inc | +0.2% | +8.26% | 加碼 |
| 21 | UAE | Ishares Msci Uae ETF | +0.2% | +22684.45% | 加碼 |
| 22 | HMC | Honda Motor Co Ltd-spons Adr | +0.2% | -2.07% | 減碼 |
| 23 | KSPI | Jsc Kaspi.kz Adr | +0.2% | +75.02% | 加碼 |
| 24 | LH | Labcorp Holdings Inc | +0.2% | -2.99% | 減碼 |
| 25 | MRK | Merck & Co. Inc. | +0.1% | +14.99% | 加碼 |
| 26 | VALE | Vale Sa-sp Adr | +0.1% | -1.68% | 減碼 |
| 27 | XOM | Exxon Mobil CORP | -0.2% | -6.08% | 減碼 |
| 28 | WFC | Wells Fargo & Co | -0.2% | -19.65% | 減碼 |
| 29 | BAP | Credicorp Ltd. | -0.3% | -40.24% | 減碼 |
| 30 | UNH | Unitedhealth Group Inc | -0.3% | +34.91% | 加碼 |
| 31 | HCA | Hca Healthcare Inc | -0.3% | -29.47% | 減碼 |
| 32 | SOBO | South Bow CORP | -0.4% | -99.36% | 減碼 |
| 33 | NVS | Novartis Ag-sponsored Adr | -0.4% | -96.99% | 減碼 |
| 34 | WPP | Wpp Plc-sponsored Adr | -0.4% | +21.16% | 加碼 |
| 35 | SNY | Sanofi-adr | -0.4% | +5.69% | 加碼 |
| 36 | ITUB | Itau Unibanco H-spon Prf Adr | -0.4% | -99.73% | 減碼 |
| 37 | KVUE | Kenvue Inc | -0.5% | +9.22% | 加碼 |
| 38 | MU | Micron Technology Inc | -0.6% | -89.90% | 減碼 |
| 39 | HDB | Hdfc Bank Ltd-adr | -0.7% | -9.29% | 減碼 |
| 40 | ATHM | Autohome Inc-adr | -1% | -99.75% | 減碼 |
| 41 | BIDU | Baidu Inc - Spon Adr | -1.2% | -99.92% | 減碼 |
| 42 | BNY | Bank Of New York Mellon CORP | -1.4% | -95.20% | 減碼 |
| 43 | MCD | Mcdonald's CORP | -1.9% | -99.02% | 減碼 |
| 44 | TRP | Tc Energy CORP | — | EXIT | 清倉 |
| 45 | ALV | Autoliv Inc | — | EXIT | 清倉 |
| 46 | B | Barrick Mining CORP | — | NEW | 新建倉 |
| 47 | ABX | Barrick Gold CORP | — | EXIT | 清倉 |
| 48 | PEP | Pepsico Inc | — | NEW | 新建倉 |
| 49 | AMZN | Amazon.com Inc | — | NEW | 新建倉 |
| 50 | RDY | Dr. Reddy's Laboratories-adr | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Mondrian Investment Partners LTD 在 Q3 2025 季度的美股持倉總市值約為 US$64.8億，共申報了 96 個公開持股部位。
在 Q3 2025 季度，Mondrian Investment Partners LTD 按市值排列的前三大核心持股分別為：LYG (4.8%)、SAN (4.7%)、SONY (4.6%)。其中最大持股部位 LYG 佔據整體投資組合約 4.8% 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
B
市值: US$9794.8萬
本季最大獲利了結 / 清倉標的
TRP
前期市值: US$2.4億
在 Q3 2025 季度中，Mondrian Investment Partners LTD 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 19 個部位、減碼 24 個部位以及清倉 4 個部位。 其中最大新建倉標的為 B。 本季清倉部位包含 TRP。
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。