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: 0001054554
申報總市值
US$17.7億
US$17.7億
143 檔
18.5%
根據最新整理的 13F 季度數據集，Oak Ridge Investments LLC 於 Q1 2024 結束時的管理資產規模為 US$17.7億。該機構在本季度申報了 143 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q1 2024 的申報異動，Oak Ridge Investments LLC 採取了強勁的買進策略，建倉與加碼動作（合計 35 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，Oak Ridge Investments LLC 的前 5 大持股（包含 MSFT, AAPL, NVDA）貢獻了組合市值的 18.5%，形成該機構在 Q1 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 | 9.94% | -5.34% | +4.05% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.42% | -4.17% | +4.49% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 6.30% | -0.43% | +3.96% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.93% | -3.42% | +4.30% | |
| 5 | LLY | Eli Lilly & Co | 股票-醫療保健 | 4.36% | +0.34% | +3.79% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.34% | -0.67% | +4.14% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.88% | +3.31% | +4.58% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.93% | +0.13% | +3.90% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 1.81% | -0.11% | +3.98% | |
| 10 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.77% | — | +4.27% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.60% | +0.09% | +2.59% | |
| 12 | MA | Mastercard Inc - A | 股票-金融 | 1.47% | -0.20% | +4.10% | |
| 13 | ROST | Ross Stores Inc | 股票-循環性消費 | 1.38% | -0.01% | +4.48% | |
| 14 | TDG | Transdigm Group Inc | 股票-工業 | 1.34% | -0.01% | +2.33% | |
| 15 | KLAC | Kla CORP | 股票-科技 | 1.34% | +0.23% | +4.71% | |
| 16 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 1.33% | -0.19% | +1.52% | |
| 17 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.18% | -0.30% | +3.79% | |
| 18 | SAIA | Saia Inc | 股票-工業 | 1.17% | +0.01% | -8.09% | |
| 19 | NFLX | Netflix Inc | 股票-通訊服務 | 1.03% | -1.49% | +5.05% | |
| 20 | ECL | Ecolab Inc | 股票-原物料 | 0.94% | -0.99% | EXIT | |
| 21 | INTU | Intuit Inc | 股票-科技 | 0.91% | -0.49% | EXIT | |
| 22 | AMD | Advanced Micro Devices | 股票-科技 | 0.91% | +3.15% | NEW | |
| 23 | SYK | Stryker CORP | 股票-醫療保健 | 0.88% | -0.14% | +4.77% | |
| 24 | ANETEUR | Arista Networks Inc | 股票-其他 | 0.87% | — | +2.40% | |
| 25 | DXCM | Dexcom Inc | 股票-醫療保健 | 0.84% | — | +2.33% | |
| 26 | VRSK | Verisk Analytics Inc | 股票-工業 | 0.84% | — | +2.21% | |
| 27 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.84% | — | +3.41% | |
| 28 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.83% | — | +4.54% | |
| 29 | FTNT | Fortinet Inc | 股票-科技 | 0.80% | — | +2.80% | |
| 30 | AME | Ametek Inc | 股票-工業 | 0.79% | — | +1.16% | |
| 31 | ROP | Roper Technologies Inc | 股票-科技 | 0.79% | — | +1.73% | |
| 32 | BRBR | Bellring Brands Inc | 股票-非循環性消費 | 0.76% | -0.05% | EXIT | |
| 33 | NOW | Servicenow Inc | 股票-科技 | 0.73% | — | +4.16% | |
| 34 | ROAD | Construction Partners Inc-a | 股票-工業 | 0.70% | -0.02% | -4.14% | |
| 35 | EXLS | Exlservice Holdings Inc | 股票-科技 | 0.69% | -0.48% | EXIT | |
| 36 | AXNX* | Axonics Inc | 股票-其他 | 0.69% | — | +0.22% | |
| 37 | INSP | Inspire Medical Systems Inc | 股票-醫療保健 | 0.68% | — | +0.19% | |
| 38 | SNPS | Synopsys Inc | 股票-科技 | 0.64% | — | +0.49% | |
| 39 | SPSC | Sps Commerce Inc | 股票-科技 | 0.63% | — | -4.18% | |
| 40 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 0.62% | — | +5.59% | |
| 41 | KNSL | Kinsale Capital Group Inc | 股票-金融 | 0.61% | -0.04% | EXIT | |
| 42 | TSLA | Tesla Inc | 股票-循環性消費 | 0.60% | +0.60% | +6.78% | |
| 43 | NOMD | Nomad Foods Limited | 股票-其他 | 0.60% | — | +8.04% | |
| 44 | ATKR | Atkore Inc | 股票-其他 | 0.58% | — | -4.11% | |
| 45 | MTDR | Matador Resources Co | 股票-能源 | 0.57% | -0.06% | -5.44% | |
| 46 | CWST | Casella Waste Systems Inc-a | 股票-工業 | 0.57% | +0.01% | -4.19% | |
| 47 | FIVE | Five Below | 股票-循環性消費 | 0.56% | — | +0.97% | |
| 48 | PLMR | Palomar Holdings Inc | 股票-金融 | 0.55% | -0.03% | -0.11% | |
| 49 | DHR | Danaher CORP | 股票-醫療保健 | 0.55% | — | +4.73% | |
| 50 | MIDD | Middleby CORP | 股票-工業 | 0.53% | — | -3.71% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.5% | +3.96% | 加碼 |
| 2 | LLY | Eli Lilly & Co | +0.8% | +3.79% | 加碼 |
| 3 | META | Meta Platforms Inc-class A | +0.7% | +4.14% | 加碼 |
| 4 | AMZN | Amazon.com Inc | +0.4% | +4.30% | 加碼 |
| 5 | ENSG | Ensign Group Inc/the | +0.4% | NEW | 新建倉 |
| 6 | BRBR | Bellring Brands Inc | +0.4% | +101.14% | 加碼 |
| 7 | PGNY | Progyny Inc | +0.3% | NEW | 新建倉 |
| 8 | PR | Permian Resources Corp-cl A | +0.2% | +54.80% | 加碼 |
| 9 | MSFT | Microsoft CORP | +0.2% | +4.05% | 加碼 |
| 10 | HIMS | Hims & Hers Health Inc | +0.2% | NEW | 新建倉 |
| 11 | ATEC | Alphatec Holdings Inc | +0.2% | NEW | 新建倉 |
| 12 | KNSL | Kinsale Capital Group Inc | +0.1% | -4.98% | 減碼 |
| 13 | PLMR | Palomar Holdings Inc | +0.1% | -0.11% | 減碼 |
| 14 | KLAC | Kla CORP | +0.1% | +4.71% | 加碼 |
| 15 | NFLX | Netflix Inc | +0.1% | +5.05% | 加碼 |
| 16 | AGIO | Agios Pharmaceuticals Inc | +0.1% | NEW | 新建倉 |
| 17 | TDG | Transdigm Group Inc | +0.1% | +2.33% | 加碼 |
| 18 | AMD | Advanced Micro Devices | +0.1% | +5.95% | 加碼 |
| 19 | AVGO | Broadcom Inc | +0.1% | +2.59% | 加碼 |
| 20 | SWAVUSD | Shockwave Medical Inc | +0.1% | -3.50% | 減碼 |
| 21 | ORLY | O'reilly Automotive Inc | +0.1% | +1.52% | 加碼 |
| 22 | SAIA | Saia Inc | +0.1% | -8.09% | 減碼 |
| 23 | ANETEUR | Arista Networks Inc | +0.1% | +2.40% | 加碼 |
| 24 | SYK | Stryker CORP | +0.1% | +4.77% | 加碼 |
| 25 | WING | Wingstop Inc | +0.1% | -5.14% | 減碼 |
| 26 | ECL | Ecolab Inc | +0.1% | +4.52% | 加碼 |
| 27 | ROAD | Construction Partners Inc-a | +0.1% | -4.14% | 減碼 |
| 28 | URI | United Rentals Inc | +0.1% | +4.92% | 加碼 |
| 29 | NOMD | Nomad Foods Limited | +0.1% | +8.04% | 加碼 |
| 30 | MA | Mastercard Inc - A | 0% | +4.10% | 加碼 |
| 31 | FTNT | Fortinet Inc | 0% | +2.80% | 加碼 |
| 32 | STZ | Constellation Brands Inc-a | 0% | +5.59% | 加碼 |
| 33 | COST | Costco Wholesale CORP | 0% | +3.79% | 加碼 |
| 34 | DXCM | Dexcom Inc | — | +2.33% | 加碼 |
| 35 | GOOG | Alphabet Inc-cl C | 0% | +4.58% | 加碼 |
| 36 | GOOGL | Alphabet Inc-cl A | 0% | +3.90% | 加碼 |
| 37 | V | Visa Inc-class A Shares | 0% | +3.98% | 加碼 |
| 38 | ROST | Ross Stores Inc | 0% | +4.48% | 加碼 |
| 39 | VICR | Vicor CORP | -0.1% | EXIT | 清倉 |
| 40 | EE | Excelerate Energy Inc-a | -0.2% | EXIT | 清倉 |
| 41 | WHD | Cactus Inc - A | -0.2% | EXIT | 清倉 |
| 42 | CPE* | Callon Petroleum Co | -0.2% | EXIT | 清倉 |
| 43 | THS | Treehouse Foods Inc | -0.3% | -52.30% | 減碼 |
| 44 | RCM1USD | R1 Rcm Inc | -0.3% | EXIT | 清倉 |
| 45 | DAVA | Endava Plc- Spon Adr | -0.3% | +2.62% | 加碼 |
| 46 | TSLA | Tesla Inc | -0.3% | +6.78% | 加碼 |
| 47 | CNMD | Conmed CORP | -0.4% | EXIT | 清倉 |
| 48 | IWO | Ishares Russell 2000 Growth | -0.5% | EXIT | 清倉 |
| 49 | YETI | Yeti Holdings Inc | -0.5% | -55.54% | 減碼 |
| 50 | AAPL | Apple Inc | -1.7% | +4.49% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Oak Ridge Investments LLC 在 Q1 2024 季度的美股持倉總市值約為 US$17.7億，共申報了 143 個公開持股部位。
在 Q1 2024 季度，Oak Ridge Investments LLC 按市值排列的前三大核心持股分別為：MSFT (9.9%)、AAPL (7.4%)、NVDA (6.3%)。其中最大持股部位 MSFT 佔據整體投資組合約 9.9% 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
ENSG
市值: US$379.1萬
本季最大獲利了結 / 清倉標的
IWO
前期市值: US$404.4萬
在 Q1 2024 季度中，Oak Ridge Investments LLC 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 30 個部位、減碼 8 個部位以及清倉 7 個部位。 其中最大新建倉標的為 ENSG。 本季清倉部位包含 IWO。
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。