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: 0001418329
申報總市值
US$447.3億
US$447.3億
191 檔
21.0%
Q4 2024 季度申報顯示，Ninety One UK Ltd 揭露的美股組合總市值為 US$447.3億，涵蓋 191 個不同之權益投資部位。
Q4 2024 的申報記錄反映 Ninety One UK Ltd 的板塊替換策略：機構本季推動了 23 筆增持與 27 筆減持，籌碼呈現明顯的結構重組。
整體而言，Ninety One UK Ltd 的前 5 大持股（包含 MSFT, V, GOOGL）貢獻了組合市值的 21.0%，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 | MSFT | Microsoft CORP | 股票-科技 | 7.39% | +0.01% | +2.30% | |
| 2 | V | Visa Inc-class A Shares | 股票-金融 | 5.99% | +0.40% | -9.81% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.30% | -0.08% | +0.05% | |
| 4 | ADSK | Autodesk Inc | 股票-科技 | 4.01% | -0.58% | -3.21% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.49% | +0.61% | +18.85% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.08% | +0.35% | +23.90% | |
| 7 | PM | Philip Morris International | 股票-非循環性消費 | 2.94% | +0.16% | -2.53% | |
| 8 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 2.91% | +0.09% | -28.53% | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.83% | +0.09% | +0.25% | |
| 10 | INTU | Intuit Inc | 股票-科技 | 2.42% | -0.51% | -2.67% | |
| 11 | VRSN | Verisign Inc | 股票-科技 | 2.17% | -0.03% | -0.45% | |
| 12 | ADP | Automatic Data Processing | 股票-科技 | 1.94% | +0.26% | -3.99% | |
| 13 | MCO | Moody's CORP | 股票-金融 | 1.92% | — | -2.01% | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 1.88% | +0.29% | -18.49% | |
| 15 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 1.79% | -0.10% | -0.44% | |
| 16 | AAPL | Apple Inc | 股票-科技 | 1.77% | +0.19% | -11.54% | |
| 17 | ICLR | ICON Public Limited Company | 股票-醫療保健 | 1.65% | — | +9.29% | |
| 18 | EA | Electronic Arts Inc | 股票-通訊服務 | 1.64% | -1.24% | -2.07% | |
| 19 | TKO | Tko Group Holdings Inc | 股票-通訊服務 | 1.58% | -0.28% | +4.11% | |
| 20 | FDS | Factset Research Systems Inc | 股票-金融 | 1.56% | +0.01% | -2.09% | |
| 21 | NTES | Netease Inc-adr | 股票-通訊服務 | 1.49% | +0.16% | -2.54% | |
| 22 | MA | Mastercard Inc - A | 股票-金融 | 1.46% | -0.38% | +3.88% | |
| 23 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 1.42% | +0.20% | -1.74% | |
| 24 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.42% | +0.33% | -0.95% | |
| 25 | TSLA | Tesla Inc | 股票-循環性消費 | 1.41% | +0.01% | +5.36% | |
| 26 | SPGI | S&p Global Inc | 股票-金融 | 1.28% | -0.09% | -31.12% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.24% | -0.04% | +26.16% | |
| 28 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 1.20% | +0.24% | -0.17% | |
| 29 | LNG | Cheniere Energy Inc | 股票-能源 | 0.87% | +0.22% | +1400.70% | |
| 30 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.87% | -0.73% | -14.04% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.86% | -0.48% | +10.41% | |
| 32 | TRU | Transunion | 股票-金融 | 0.76% | -0.03% | +6.57% | |
| 33 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 0.75% | +0.16% | +1.43% | |
| 34 | SNX | TD Synnex CORP | 股票-科技 | 0.74% | +0.17% | +75.37% | |
| 35 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.74% | -0.26% | +0.73% | |
| 36 | MSI | Motorola Solutions Inc | 股票-科技 | 0.73% | -0.10% | -1.57% | |
| 37 | Z | Zillow Group Inc - C | 股票-通訊服務 | 0.72% | -0.13% | +3.17% | |
| 38 | TT | Trane Technologies plc | 股票-工業 | 0.72% | +0.22% | -18.48% | |
| 39 | J | Jacobs Solutions Inc | 股票-工業 | 0.71% | -0.16% | +29.19% | |
| 40 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.71% | -0.06% | -3.05% | |
| 41 | ALGN | Align Technology Inc | 股票-醫療保健 | 0.68% | -0.06% | +3.70% | |
| 42 | AER | AerCap Holdings N.V. | 股票-工業 | 0.65% | -0.23% | +7.04% | |
| 43 | CRH | CRH plc | 股票-原物料 | 0.63% | -0.25% | +8.95% | |
| 44 | ICE | Intercontinental Exchange In | 股票-金融 | 0.59% | -0.16% | +8.25% | |
| 45 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.58% | +0.41% | -8.42% | |
| 46 | GM | General Motors Co | 股票-循環性消費 | 0.58% | +0.01% | +38.68% | |
| 47 | CNI | Canadian Natl Railway Co | 股票-工業 | 0.55% | — | +11.49% | |
| 48 | TPR | Tapestry Inc | 股票-循環性消費 | 0.54% | — | NEW | |
| 49 | BAP | Credicorp Ltd. | 股票-金融 | 0.53% | -0.01% | +4.71% | |
| 50 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.53% | -0.14% | +6.39% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +1% | +23.90% | 加碼 |
| 2 | NVDA | Nvidia CORP | +0.8% | +18.85% | 加碼 |
| 3 | LNG | Cheniere Energy Inc | +0.8% | +1400.70% | 加碼 |
| 4 | TSLA | Tesla Inc | +0.5% | +5.36% | 加碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.5% | +0.05% | 加碼 |
| 6 | JPM | Jpmorgan Chase & Co | +0.4% | +26.16% | 加碼 |
| 7 | PLNT | Planet Fitness Inc - Cl A | +0.4% | NEW | 新建倉 |
| 8 | SE | Sea Ltd-adr | +0.3% | +1673.18% | 加碼 |
| 9 | SNX | TD Synnex CORP | +0.3% | +75.37% | 加碼 |
| 10 | APTV | Aptiv PLC | +0.3% | NEW | 新建倉 |
| 11 | TKO | Tko Group Holdings Inc | +0.3% | +4.11% | 加碼 |
| 12 | GM | General Motors Co | +0.2% | +38.68% | 加碼 |
| 13 | V | Visa Inc-class A Shares | +0.2% | -9.81% | 減碼 |
| 14 | VRSN | Verisign Inc | +0.2% | -0.45% | 減碼 |
| 15 | J | Jacobs Solutions Inc | +0.2% | +29.19% | 加碼 |
| 16 | AVGO | Broadcom Inc | +0.2% | -18.49% | 減碼 |
| 17 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -0.95% | 減碼 |
| 18 | KT | Kt Corp-sp Adr | +0.2% | NEW | 新建倉 |
| 19 | ADSK | Autodesk Inc | +0.2% | -3.21% | 減碼 |
| 20 | MA | Mastercard Inc - A | +0.2% | +3.88% | 加碼 |
| 21 | TTWO | Take-two Interactive Softwre | +0.1% | +1.43% | 加碼 |
| 22 | EW | Edwards Lifesciences CORP | +0.1% | -1.74% | 減碼 |
| 23 | CPNG | Coupang Inc | +0.1% | NEW | 新建倉 |
| 24 | AU | AngloGold Ashanti plc | +0.1% | NEW | 新建倉 |
| 25 | Z | Zillow Group Inc - C | +0.1% | +3.17% | 加碼 |
| 26 | ALGN | Align Technology Inc | -0.1% | +3.70% | 加碼 |
| 27 | AKX | Ansys Inc | -0.1% | -26.38% | 減碼 |
| 28 | ZTS | Zoetis Inc | -0.1% | +0.73% | 加碼 |
| 29 | TEL | TE Connectivity plc | -0.1% | -26.02% | 減碼 |
| 30 | AMTM | Amentum Holdings Inc | -0.1% | EXIT | 清倉 |
| 31 | TTEK | Tetra Tech Inc | -0.1% | -24.03% | 減碼 |
| 32 | TMO | Thermo Fisher Scientific Inc | -0.2% | -3.05% | 減碼 |
| 33 | FCX | Freeport-mcmoran Inc | -0.2% | -7.90% | 減碼 |
| 34 | LLY | Eli Lilly & Co | -0.2% | -8.42% | 減碼 |
| 35 | TPR | Tapestry Inc | -0.2% | -45.04% | 減碼 |
| 36 | WM | Waste Management Inc | -0.2% | -25.39% | 減碼 |
| 37 | AEM | Agnico Eagle Mines LTD | -0.2% | -50.40% | 減碼 |
| 38 | TT | Trane Technologies plc | -0.2% | -18.48% | 減碼 |
| 39 | TXRH | Texas Roadhouse Inc | -0.2% | EXIT | 清倉 |
| 40 | HES | Hess CORP | -0.3% | EXIT | 清倉 |
| 41 | JNJ | Johnson & Johnson | -0.3% | +0.25% | 加碼 |
| 42 | NEE | Nextera Energy Inc | -0.3% | -29.31% | 減碼 |
| 43 | DLB | Dolby Laboratories Inc-cl A | -0.3% | -76.82% | 減碼 |
| 44 | APTV | Aptiv PLC | -0.4% | EXIT | 清倉 |
| 45 | BBY | Best Buy Co Inc | -0.4% | EXIT | 清倉 |
| 46 | ICLR | ICON Public Limited Company | -0.4% | +9.29% | 加碼 |
| 47 | BKNG | Booking Holdings Inc | -0.5% | -28.53% | 減碼 |
| 48 | ELV | Elevance Health Inc | -0.6% | -37.43% | 減碼 |
| 49 | ABX | Barrick Gold CORP | -0.6% | -58.21% | 減碼 |
| 50 | SPGI | S&p Global Inc | -0.6% | -31.12% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Ninety One UK Ltd 在 Q4 2024 季度的美股持倉總市值約為 US$447.3億，共申報了 191 個公開持股部位。
在 Q4 2024 季度，Ninety One UK Ltd 按市值排列的前三大核心持股分別為：MSFT (7.4%)、V (6.0%)、GOOGL (4.3%)。其中最大持股部位 MSFT 佔據整體投資組合約 7.4% 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
PLNT
市值: US$1.3億
本季最大獲利了結 / 清倉標的
BBY
前期市值: US$1.5億
在 Q4 2024 季度中，Ninety One UK Ltd 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 18 個部位、減碼 22 個部位以及清倉 5 個部位。 其中最大新建倉標的為 PLNT。 本季清倉部位包含 BBY。
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。