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
146 檔
22.2%
Q2 2024 季度申報顯示，Oak Ridge Investments LLC 揭露的美股組合總市值為 US$17.7億，涵蓋 146 個不同之權益投資部位。
Oak Ridge Investments LLC 在 Q2 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 29 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, AAPL, NVDA）占據了總市值的 22.2%，展現出該機構在 Q2 2024 的重點資金聚焦與風險分佈特徵。
| # | 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 | 10.43% | -5.34% | +4.65% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 9.01% | -4.17% | +4.73% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 8.49% | -0.43% | +945.16% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 5.22% | -3.42% | +4.55% | |
| 5 | LLY | Eli Lilly & Co | 股票-醫療保健 | 4.17% | +0.34% | -12.96% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.43% | +3.31% | +4.88% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.43% | -0.67% | +4.62% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.29% | +0.13% | +4.35% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.90% | +0.09% | +3.73% | |
| 10 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.80% | — | +4.72% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.68% | -0.11% | +4.37% | |
| 12 | KLAC | Kla CORP | 股票-科技 | 1.57% | +0.23% | +5.21% | |
| 13 | ROST | Ross Stores Inc | 股票-循環性消費 | 1.35% | -0.01% | +4.52% | |
| 14 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.35% | -0.30% | +4.36% | |
| 15 | TDG | Transdigm Group Inc | 股票-工業 | 1.34% | -0.01% | +1.47% | |
| 16 | MA | Mastercard Inc - A | 股票-金融 | 1.33% | -0.20% | +4.57% | |
| 17 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 1.21% | -0.19% | +3.64% | |
| 18 | NFLX | Netflix Inc | 股票-通訊服務 | 1.14% | -1.49% | +5.00% | |
| 19 | ANETEUR | Arista Networks Inc | 股票-其他 | 1.04% | — | +4.46% | |
| 20 | ECL | Ecolab Inc | 股票-原物料 | 0.96% | -0.99% | EXIT | |
| 21 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.95% | — | +4.84% | |
| 22 | VRSK | Verisk Analytics Inc | 股票-工業 | 0.94% | — | +4.35% | |
| 23 | INTU | Intuit Inc | 股票-科技 | 0.91% | -0.49% | EXIT | |
| 24 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.90% | — | +4.99% | |
| 25 | SAIA | Saia Inc | 股票-工業 | 0.88% | +0.01% | -1.56% | |
| 26 | SYK | Stryker CORP | 股票-醫療保健 | 0.83% | -0.14% | +4.99% | |
| 27 | AMD | Advanced Micro Devices | 股票-科技 | 0.81% | +3.15% | NEW | |
| 28 | ROP | Roper Technologies Inc | 股票-科技 | 0.77% | — | +3.23% | |
| 29 | NOW | Servicenow Inc | 股票-科技 | 0.74% | — | +4.25% | |
| 30 | FTNT | Fortinet Inc | 股票-科技 | 0.70% | — | +4.52% | |
| 31 | DXCM | Dexcom Inc | 股票-醫療保健 | 0.68% | — | +4.46% | |
| 32 | TSLA | Tesla Inc | 股票-循環性消費 | 0.67% | +0.60% | +4.94% | |
| 33 | BRBR | Bellring Brands Inc | 股票-非循環性消費 | 0.67% | -0.05% | EXIT | |
| 34 | SNPS | Synopsys Inc | 股票-科技 | 0.65% | — | +3.14% | |
| 35 | EXLS | Exlservice Holdings Inc | 股票-科技 | 0.62% | -0.48% | EXIT | |
| 36 | AXNX* | Axonics Inc | 股票-其他 | 0.62% | — | -2.87% | |
| 37 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 0.58% | — | +4.69% | |
| 38 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.54% | — | +5.62% | |
| 39 | DHR | Danaher CORP | 股票-醫療保健 | 0.54% | — | +4.31% | |
| 40 | UL | Unilever PLC | 股票-非循環性消費 | 0.54% | — | +4.81% | |
| 41 | OLLI | Ollie's Bargain Outlet Holdi | 股票-非循環性消費 | 0.51% | -0.09% | -9.06% | |
| 42 | STE | STERIS plc | 股票-醫療保健 | 0.51% | -0.01% | +4.74% | |
| 43 | ICE | Intercontinental Exchange In | 股票-金融 | 0.50% | — | +5.01% | |
| 44 | ROAD | Construction Partners Inc-a | 股票-工業 | 0.48% | -0.02% | -26.38% | |
| 45 | EQIX | Equinix Inc | 股票-房地產 | 0.47% | -0.01% | EXIT | |
| 46 | NOMD | Nomad Foods Limited | 股票-其他 | 0.46% | — | -4.79% | |
| 47 | PWR | Quanta Services Inc | 股票-工業 | 0.45% | +0.05% | +555.40% | |
| 48 | NSSC | Napco Security Technologies | 股票-其他 | 0.45% | — | -10.72% | |
| 49 | PLMR | Palomar Holdings Inc | 股票-金融 | 0.45% | -0.03% | -10.48% | |
| 50 | EOG | Eog Resources Inc | 股票-能源 | 0.43% | — | -7.88% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.2% | +945.16% | 加碼 |
| 2 | AAPL | Apple Inc | +1.6% | +4.73% | 加碼 |
| 3 | GOOG | Alphabet Inc-cl C | +0.6% | +4.88% | 加碼 |
| 4 | MSFT | Microsoft CORP | +0.5% | +4.65% | 加碼 |
| 5 | ISRG | Intuitive Surgical Inc | +0.4% | NEW | 新建倉 |
| 6 | PWR | Quanta Services Inc | +0.4% | +555.40% | 加碼 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.4% | +4.35% | 加碼 |
| 8 | AVGO | Broadcom Inc | +0.3% | +3.73% | 加碼 |
| 9 | AMZN | Amazon.com Inc | +0.3% | +4.55% | 加碼 |
| 10 | KLAC | Kla CORP | +0.2% | +5.21% | 加碼 |
| 11 | AVAV | Aerovironment Inc | +0.2% | NEW | 新建倉 |
| 12 | COST | Costco Wholesale CORP | +0.2% | +4.36% | 加碼 |
| 13 | ANETEUR | Arista Networks Inc | +0.2% | +4.46% | 加碼 |
| 14 | INSM | Insmed Inc | +0.2% | -27.71% | 減碼 |
| 15 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | +4.84% | 加碼 |
| 16 | CDRE | Cadre Holdings Inc | +0.1% | +79.26% | 加碼 |
| 17 | TMDX | Transmedics Group Inc | +0.1% | -2.47% | 減碼 |
| 18 | NFLX | Netflix Inc | +0.1% | +5.00% | 加碼 |
| 19 | COCO | Vita Coco Co Inc/the | +0.1% | +52.49% | 加碼 |
| 20 | VRSK | Verisk Analytics Inc | +0.1% | +4.35% | 加碼 |
| 21 | META | Meta Platforms Inc-class A | +0.1% | +4.62% | 加碼 |
| 22 | UNH | Unitedhealth Group Inc | 0% | +4.72% | 加碼 |
| 23 | MTDR | Matador Resources Co | -0.1% | -11.70% | 減碼 |
| 24 | NOMD | Nomad Foods Limited | -0.1% | -4.79% | 減碼 |
| 25 | LSCC | Lattice Semiconductor CORP | -0.2% | -10.81% | 減碼 |
| 26 | WING | Wingstop Inc | -0.2% | -38.79% | 減碼 |
| 27 | WEX | Wex Inc | -0.2% | -10.04% | 減碼 |
| 28 | DXCM | Dexcom Inc | -0.2% | +4.46% | 加碼 |
| 29 | TMCI | Treace Medical Concepts Inc | -0.2% | EXIT | 清倉 |
| 30 | CWST | Casella Waste Systems Inc-a | -0.2% | -26.64% | 減碼 |
| 31 | THS | Treehouse Foods Inc | -0.2% | EXIT | 清倉 |
| 32 | PAYC | Paycom Software Inc | -0.2% | EXIT | 清倉 |
| 33 | XPOF | Xponential Fitness Inc-a | -0.2% | -59.77% | 減碼 |
| 34 | SPSC | Sps Commerce Inc | -0.2% | -29.58% | 減碼 |
| 35 | GO | Grocery Outlet Holding CORP | -0.2% | EXIT | 清倉 |
| 36 | YETI | Yeti Holdings Inc | -0.2% | EXIT | 清倉 |
| 37 | KNSL | Kinsale Capital Group Inc | -0.2% | -8.41% | 減碼 |
| 38 | ROAD | Construction Partners Inc-a | -0.2% | -26.38% | 減碼 |
| 39 | ATKR | Atkore Inc | -0.2% | -10.59% | 減碼 |
| 40 | NKE | Nike Inc -cl B | -0.2% | EXIT | 清倉 |
| 41 | MIDD | Middleby CORP | -0.2% | -22.80% | 減碼 |
| 42 | DAVA | Endava Plc- Spon Adr | -0.3% | EXIT | 清倉 |
| 43 | FIVE | Five Below | -0.3% | -1.33% | 減碼 |
| 44 | DV | Doubleverify Holdings Inc | -0.3% | -10.92% | 減碼 |
| 45 | LKQ | Lkq CORP | -0.3% | EXIT | 清倉 |
| 46 | SWAVUSD | Shockwave Medical Inc | -0.3% | EXIT | 清倉 |
| 47 | INSP | Inspire Medical Systems Inc | -0.3% | -3.32% | 減碼 |
| 48 | SAIA | Saia Inc | -0.3% | -1.56% | 減碼 |
| 49 | ABT | Abbott Laboratories | -0.5% | EXIT | 清倉 |
| 50 | AME | Ametek Inc | -0.6% | -74.75% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Oak Ridge Investments LLC 在 Q2 2024 季度的美股持倉總市值約為 US$17.7億，共申報了 146 個公開持股部位。
在 Q2 2024 季度，Oak Ridge Investments LLC 按市值排列的前三大核心持股分別為：MSFT (10.4%)、AAPL (9.0%)、NVDA (8.5%)。其中最大持股部位 MSFT 佔據整體投資組合約 10.4% 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
ISRG
市值: US$416.4萬
本季最大獲利了結 / 清倉標的
ABT
前期市值: US$466.1萬
在 Q2 2024 季度中，Oak Ridge Investments LLC 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 19 個部位、減碼 19 個部位以及清倉 10 個部位。 其中最大新建倉標的為 ISRG。 本季清倉部位包含 ABT。
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。