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: 0001491998
申報總市值
US$18.5億
US$18.5億
74 檔
9.6%
根據最新整理的 13F 季度數據集，Ninety One SA 於 Q4 2024 結束時的管理資產規模為 US$18.5億。該機構在本季度申報了 74 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q4 2024 的申報異動，Ninety One SA 採取了強勁的買進策略，建倉與加碼動作（合計 28 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，Ninety One SA 的前 5 大持股（包含 BRK-A, AMZN, JPM）貢獻了組合市值的 9.6%，形成該機構在 Q4 2024 季度的基本面基石。
| # | 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 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 13.67% | +0.88% | — | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 8.94% | +0.30% | +13.58% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 6.79% | +0.10% | +15.65% | |
| 4 | NFLX | Netflix Inc | 股票-通訊服務 | 4.85% | — | — | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.69% | +1.26% | -40.91% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 4.11% | +1.24% | +19.60% | |
| 7 | BAC | Bank Of America CORP | 股票-金融 | 4.05% | — | — | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 3.12% | +0.38% | +3.13% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.07% | +0.33% | +0.84% | |
| 10 | AAPL | Apple Inc | 股票-科技 | 2.51% | +0.88% | -16.64% | |
| 11 | ADSK | Autodesk Inc | 股票-科技 | 2.44% | +0.01% | +14.30% | |
| 12 | TKO | Tko Group Holdings Inc | 股票-通訊服務 | 2.17% | +0.16% | +9.66% | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.01% | +0.36% | -7.46% | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 1.92% | +0.28% | -3.63% | |
| 15 | SYY | Sysco CORP | 股票-非循環性消費 | 1.90% | — | — | |
| 16 | TSLA | Tesla Inc | 股票-循環性消費 | 1.72% | +0.13% | +41.28% | |
| 17 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.71% | +0.05% | +4.58% | |
| 18 | MA | Mastercard Inc - A | 股票-金融 | 1.70% | +0.18% | +0.79% | |
| 19 | ACM | Aecom | 股票-工業 | 1.56% | — | +8.53% | |
| 20 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 1.56% | +0.19% | +4.82% | |
| 21 | SYF | Synchrony Financial | 股票-金融 | 1.53% | — | — | |
| 22 | COIN | Coinbase Global Inc -class A | 股票-金融 | 1.40% | — | — | |
| 23 | GM | General Motors Co | 股票-循環性消費 | 1.30% | +0.53% | +16.85% | |
| 24 | CNI | Canadian Natl Railway Co | 股票-工業 | 1.19% | — | +2.41% | |
| 25 | CRH | CRH plc | 股票-原物料 | 1.15% | +0.24% | +8.37% | |
| 26 | PM | Philip Morris International | 股票-非循環性消費 | 1.14% | -0.24% | -1.87% | |
| 27 | SNX | TD Synnex CORP | 股票-科技 | 1.14% | +0.44% | +95.57% | |
| 28 | J | Jacobs Solutions Inc | 股票-工業 | 1.06% | +0.18% | +79.33% | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.94% | +0.38% | +6.48% | |
| 30 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.87% | +0.42% | -29.69% | |
| 31 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 0.85% | -0.80% | EXIT | |
| 32 | Z | Zillow Group Inc - C | 股票-通訊服務 | 0.80% | -0.12% | +10.38% | |
| 33 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 0.78% | — | -22.20% | |
| 34 | TPR | Tapestry Inc | 股票-循環性消費 | 0.77% | — | -28.38% | |
| 35 | AMT | American Tower CORP | 股票-房地產 | 0.75% | -0.01% | EXIT | |
| 36 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.65% | +0.70% | -25.32% | |
| 37 | VRSN | Verisign Inc | 股票-科技 | 0.64% | -0.13% | +6.02% | |
| 38 | TECK | Teck Resources Ltd-cls B | 股票-原物料 | 0.63% | — | -13.51% | |
| 39 | SPGI | S&p Global Inc | 股票-金融 | 0.63% | +0.28% | -0.78% | |
| 40 | MCO | Moody's CORP | 股票-金融 | 0.57% | +0.12% | +6.43% | |
| 41 | INTU | Intuit Inc | 股票-科技 | 0.56% | -0.02% | +3.99% | |
| 42 | PLNT | Planet Fitness Inc - Cl A | 股票-循環性消費 | 0.56% | -0.49% | — | |
| 43 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.54% | +0.60% | -38.68% | |
| 44 | PINS | Pinterest Inc- Class A | 股票-通訊服務 | 0.51% | — | +12.91% | |
| 45 | EA | Electronic Arts Inc | 股票-通訊服務 | 0.47% | -0.01% | +6.31% | |
| 46 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.46% | +0.09% | -67.07% | |
| 47 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 0.41% | — | +8.28% | |
| 48 | EL | Estee Lauder Companies-cl A | 股票-非循環性消費 | 0.35% | -0.10% | EXIT | |
| 49 | VRSK | Verisk Analytics Inc | 股票-工業 | 0.30% | +0.23% | +8.29% | |
| 50 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.18% | -0.71% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BAC | Bank Of America CORP | +4.1% | NEW | 新建倉 |
| 2 | AMZN | Amazon.com Inc | +2.4% | +13.58% | 加碼 |
| 3 | JPM | Jpmorgan Chase & Co | +1.7% | +15.65% | 加碼 |
| 4 | SYF | Synchrony Financial | +1.5% | NEW | 新建倉 |
| 5 | COIN | Coinbase Global Inc -class A | +1.4% | NEW | 新建倉 |
| 6 | NFLX | Netflix Inc | +1.1% | — | 不變 |
| 7 | NVDA | Nvidia CORP | +1% | +19.60% | 加碼 |
| 8 | TSLA | Tesla Inc | +0.9% | +41.28% | 加碼 |
| 9 | PLNT | Planet Fitness Inc - Cl A | +0.6% | NEW | 新建倉 |
| 10 | SNX | TD Synnex CORP | +0.6% | +95.57% | 加碼 |
| 11 | V | Visa Inc-class A Shares | +0.5% | +3.13% | 加碼 |
| 12 | J | Jacobs Solutions Inc | +0.5% | +79.33% | 加碼 |
| 13 | ADSK | Autodesk Inc | +0.5% | +14.30% | 加碼 |
| 14 | TKO | Tko Group Holdings Inc | +0.5% | +9.66% | 加碼 |
| 15 | AVGO | Broadcom Inc | +0.5% | -3.63% | 減碼 |
| 16 | GOOGL | Alphabet Inc-cl A | +0.4% | +0.84% | 加碼 |
| 17 | GM | General Motors Co | +0.4% | +16.85% | 加碼 |
| 18 | TTWO | Take-two Interactive Softwre | +0.3% | +4.82% | 加碼 |
| 19 | Z | Zillow Group Inc - C | +0.2% | +10.38% | 加碼 |
| 20 | ACM | Aecom | +0.2% | +8.53% | 加碼 |
| 21 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +6.48% | 加碼 |
| 22 | MA | Mastercard Inc - A | +0.1% | +0.79% | 加碼 |
| 23 | CRH | CRH plc | +0.1% | +8.37% | 加碼 |
| 24 | VRSN | Verisign Inc | +0.1% | +6.02% | 加碼 |
| 25 | APTV | Aptiv PLC | +0.1% | NEW | 新建倉 |
| 26 | ALGN | Align Technology Inc | +0.1% | +188.45% | 加碼 |
| 27 | LLY | Eli Lilly & Co | +0.1% | NEW | 新建倉 |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | 不變 |
| 29 | IDXX | Idexx Laboratories Inc | 0% | +8.28% | 加碼 |
| 30 | BKNG | Booking Holdings Inc | -0.1% | -25.32% | 減碼 |
| 31 | STLD | Steel Dynamics Inc | -0.1% | EXIT | 清倉 |
| 32 | XOM | Exxon Mobil CORP | -0.1% | -51.54% | 減碼 |
| 33 | CNI | Canadian Natl Railway Co | -0.1% | +2.41% | 加碼 |
| 34 | AMTM | Amentum Holdings Inc | -0.1% | EXIT | 清倉 |
| 35 | HDB | Hdfc Bank Ltd-adr | -0.2% | -22.20% | 減碼 |
| 36 | AEM | Agnico Eagle Mines LTD | -0.2% | -17.51% | 減碼 |
| 37 | TMO | Thermo Fisher Scientific Inc | -0.2% | +4.58% | 加碼 |
| 38 | EW | Edwards Lifesciences CORP | -0.2% | -29.69% | 減碼 |
| 39 | AAPL | Apple Inc | -0.3% | -16.64% | 減碼 |
| 40 | TECK | Teck Resources Ltd-cls B | -0.3% | -13.51% | 減碼 |
| 41 | JNJ | Johnson & Johnson | -0.4% | -7.46% | 減碼 |
| 42 | AMT | American Tower CORP | -0.4% | -20.65% | 減碼 |
| 43 | UNH | Unitedhealth Group Inc | -0.5% | -38.68% | 減碼 |
| 44 | DLB | Dolby Laboratories Inc-cl A | -0.7% | EXIT | 清倉 |
| 45 | STZ | Constellation Brands Inc-a | -1.5% | EXIT | 清倉 |
| 46 | ELV | Elevance Health Inc | -1.5% | -67.07% | 減碼 |
| 47 | ABX | Barrick Gold CORP | -1.6% | EXIT | 清倉 |
| 48 | MSFT | Microsoft CORP | -3.3% | -40.91% | 減碼 |
| 49 | MS | Morgan Stanley | -3.9% | EXIT | 清倉 |
| 50 | C | Citigroup Inc | -4% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Ninety One SA 在 Q4 2024 季度的美股持倉總市值約為 US$18.5億，共申報了 74 個公開持股部位。
在 Q4 2024 季度，Ninety One SA 按市值排列的前三大核心持股分別為：BRK-A (13.7%)、AMZN (8.9%)、JPM (6.8%)。其中最大持股部位 BRK-A 佔據整體投資組合約 13.7% 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
BAC
市值: US$1836.1萬
本季最大獲利了結 / 清倉標的
C
前期市值: US$1816.8萬
在 Q4 2024 季度中，Ninety One SA 共進行了 48 項持倉異動，包含新建倉 6 個部位、加碼 22 個部位、減碼 13 個部位以及清倉 7 個部位。 其中最大新建倉標的為 BAC。 本季清倉部位包含 C。
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。