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
152 檔
24.3%
Oak Ridge Investments LLC 在 Q3 2024 季度的美股部位總計估值為 US$17.7億，分散於 152 個持倉標的之中，反映其市場參與廣度與投資規模。
Q3 2024 數據顯示 Oak Ridge Investments LLC 積極進場，新開立 10 個部位並同步加碼 27 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Oak Ridge Investments LLC 的前 5 大核心持股（包含 MSFT, AAPL, NVDA 等）合計佔整體申報市值的 24.3%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | 9.89% | -5.34% | +7.57% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 9.80% | -4.17% | +7.39% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 8.76% | -0.43% | +14.62% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.95% | -3.42% | +7.57% | |
| 5 | LLY | Eli Lilly & Co | 股票-醫療保健 | 4.02% | +0.34% | +7.53% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.82% | -0.67% | +7.35% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.08% | +3.31% | +7.46% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 2.76% | +0.09% | +1378.45% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.05% | +0.13% | +7.07% | |
| 10 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.02% | — | +7.20% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.71% | -0.11% | +6.30% | |
| 12 | MA | Mastercard Inc - A | 股票-金融 | 1.46% | -0.20% | +7.37% | |
| 13 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.38% | -0.30% | +7.32% | |
| 14 | TDG | Transdigm Group Inc | 股票-工業 | 1.38% | -0.01% | +1.01% | |
| 15 | ROST | Ross Stores Inc | 股票-循環性消費 | 1.38% | -0.01% | +7.29% | |
| 16 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 1.26% | -0.19% | +4.25% | |
| 17 | NFLX | Netflix Inc | 股票-通訊服務 | 1.18% | -1.49% | +7.64% | |
| 18 | ANETEUR | Arista Networks Inc | 股票-其他 | 1.09% | — | +4.80% | |
| 19 | EXLS | Exlservice Holdings Inc | 股票-科技 | 1.07% | -0.48% | EXIT | |
| 20 | TMUS | T-mobile US Inc | 股票-通訊服務 | 1.03% | — | +7.01% | |
| 21 | ECL | Ecolab Inc | 股票-原物料 | 1.02% | -0.99% | EXIT | |
| 22 | KLAC | Kla CORP | 股票-科技 | 0.94% | +0.23% | -29.94% | |
| 23 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.93% | — | +7.17% | |
| 24 | VRSK | Verisk Analytics Inc | 股票-工業 | 0.91% | — | +6.40% | |
| 25 | TSLA | Tesla Inc | 股票-循環性消費 | 0.88% | +0.60% | +7.70% | |
| 26 | FTNT | Fortinet Inc | 股票-科技 | 0.87% | — | +6.29% | |
| 27 | SYK | Stryker CORP | 股票-醫療保健 | 0.86% | -0.14% | +7.76% | |
| 28 | INTU | Intuit Inc | 股票-科技 | 0.84% | -0.49% | EXIT | |
| 29 | NOW | Servicenow Inc | 股票-科技 | 0.83% | — | +6.93% | |
| 30 | SAIA | Saia Inc | 股票-工業 | 0.77% | +0.01% | +3.41% | |
| 31 | ROP | Roper Technologies Inc | 股票-科技 | 0.73% | — | +5.45% | |
| 32 | BRBR | Bellring Brands Inc | 股票-非循環性消費 | 0.67% | -0.05% | EXIT | |
| 33 | UL | Unilever PLC | 股票-非循環性消費 | 0.62% | — | +7.01% | |
| 34 | DHR | Danaher CORP | 股票-醫療保健 | 0.59% | — | +7.19% | |
| 35 | INSP | Inspire Medical Systems Inc | 股票-醫療保健 | 0.58% | — | +3.36% | |
| 36 | ICE | Intercontinental Exchange In | 股票-金融 | 0.57% | — | +7.80% | |
| 37 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 0.57% | — | +6.34% | |
| 38 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.56% | — | +7.55% | |
| 39 | STE | STERIS plc | 股票-醫療保健 | 0.55% | -0.01% | +6.78% | |
| 40 | EQIX | Equinix Inc | 股票-房地產 | 0.55% | -0.01% | EXIT | |
| 41 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 0.54% | -0.01% | +219.38% | |
| 42 | SNPS | Synopsys Inc | 股票-科技 | 0.53% | — | +4.74% | |
| 43 | PWR | Quanta Services Inc | 股票-工業 | 0.51% | +0.05% | +5.87% | |
| 44 | AXON | Axon Enterprise Inc | 股票-工業 | 0.50% | +0.06% | +16.08% | |
| 45 | NOMD | Nomad Foods Limited | 股票-其他 | 0.49% | — | +1.88% | |
| 46 | URI | United Rentals Inc | 股票-工業 | 0.49% | — | +8.13% | |
| 47 | AXNX* | Axonics Inc | 股票-其他 | 0.49% | — | -16.20% | |
| 48 | QTWO | Q2 Holdings Inc | 股票-科技 | 0.49% | — | -3.12% | |
| 49 | PLMR | Palomar Holdings Inc | 股票-金融 | 0.46% | -0.03% | -3.13% | |
| 50 | OLLI | Ollie's Bargain Outlet Holdi | 股票-非循環性消費 | 0.45% | -0.09% | -2.97% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.9% | +1378.45% | 加碼 |
| 2 | AAPL | Apple Inc | +0.8% | +7.39% | 加碼 |
| 3 | EXLS | Exlservice Holdings Inc | +0.5% | +54.31% | 加碼 |
| 4 | META | Meta Platforms Inc-class A | +0.4% | +7.35% | 加碼 |
| 5 | MPWR | Monolithic Power Systems Inc | +0.4% | +219.38% | 加碼 |
| 6 | AAON | Aaon Inc | +0.3% | NEW | 新建倉 |
| 7 | NVDA | Nvidia CORP | +0.3% | +14.62% | 加碼 |
| 8 | AGYS | Agilysys Inc | +0.3% | NEW | 新建倉 |
| 9 | FN | Fabrinet | +0.2% | NEW | 新建倉 |
| 10 | LOPE | Grand Canyon Education Inc | +0.2% | NEW | 新建倉 |
| 11 | UNH | Unitedhealth Group Inc | +0.2% | +7.20% | 加碼 |
| 12 | TSLA | Tesla Inc | +0.2% | +7.70% | 加碼 |
| 13 | BMI | Badger Meter Inc | +0.2% | NEW | 新建倉 |
| 14 | INSP | Inspire Medical Systems Inc | +0.2% | +3.36% | 加碼 |
| 15 | IRMD | Iradimed CORP | +0.2% | NEW | 新建倉 |
| 16 | LMAT | Lemaitre Vascular Inc | +0.2% | NEW | 新建倉 |
| 17 | FTNT | Fortinet Inc | +0.2% | +6.29% | 加碼 |
| 18 | PRCT | Procept Biorobotics CORP | +0.2% | NEW | 新建倉 |
| 19 | UFPT | Ufp Technologies Inc | +0.2% | NEW | 新建倉 |
| 20 | AXON | Axon Enterprise Inc | +0.2% | +16.08% | 加碼 |
| 21 | MA | Mastercard Inc - A | +0.1% | +7.37% | 加碼 |
| 22 | TMUS | T-mobile US Inc | +0.1% | +7.01% | 加碼 |
| 23 | AGI | Alamos Gold Inc-class A | +0.1% | NEW | 新建倉 |
| 24 | NOW | Servicenow Inc | +0.1% | +6.93% | 加碼 |
| 25 | URI | United Rentals Inc | +0.1% | +8.13% | 加碼 |
| 26 | UL | Unilever PLC | +0.1% | +7.01% | 加碼 |
| 27 | ECL | Ecolab Inc | +0.1% | +7.79% | 加碼 |
| 28 | ORLY | O'reilly Automotive Inc | +0.1% | +4.25% | 加碼 |
| 29 | ANETEUR | Arista Networks Inc | +0.1% | +4.80% | 加碼 |
| 30 | TDG | Transdigm Group Inc | 0% | +1.01% | 加碼 |
| 31 | NFLX | Netflix Inc | 0% | +7.64% | 加碼 |
| 32 | V | Visa Inc-class A Shares | 0% | +6.30% | 加碼 |
| 33 | COST | Costco Wholesale CORP | 0% | +7.32% | 加碼 |
| 34 | ROST | Ross Stores Inc | 0% | +7.29% | 加碼 |
| 35 | LLY | Eli Lilly & Co | -0.2% | +7.53% | 加碼 |
| 36 | PR | Permian Resources Corp-cl A | -0.2% | -24.57% | 減碼 |
| 37 | PGNY | Progyny Inc | -0.2% | EXIT | 清倉 |
| 38 | MTDR | Matador Resources Co | -0.2% | -23.57% | 減碼 |
| 39 | EEFT | Euronet Worldwide Inc | -0.2% | EXIT | 清倉 |
| 40 | DV | Doubleverify Holdings Inc | -0.2% | EXIT | 清倉 |
| 41 | LSCC | Lattice Semiconductor CORP | -0.3% | EXIT | 清倉 |
| 42 | AMZN | Amazon.com Inc | -0.3% | +7.57% | 加碼 |
| 43 | ✓ | -0.3% | EXIT | 清倉 | |
| 44 | FIVE | Five Below | -0.3% | EXIT | 清倉 |
| 45 | ALRM | Alarm.com Holdings Inc | -0.3% | EXIT | 清倉 |
| 46 | ATKR | Atkore Inc | -0.4% | EXIT | 清倉 |
| 47 | MSFT | Microsoft CORP | -0.5% | +7.57% | 加碼 |
| 48 | KLAC | Kla CORP | -0.6% | -29.94% | 減碼 |
| 49 | DXCM | Dexcom Inc | -0.7% | -93.28% | 減碼 |
| 50 | AMD | Advanced Micro Devices | -0.8% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Oak Ridge Investments LLC 在 Q3 2024 季度的美股持倉總市值約為 US$17.7億，共申報了 152 個公開持股部位。
在 Q3 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 (9.8%)、NVDA (8.8%)。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
AAON
市值: US$332.2萬
本季最大獲利了結 / 清倉標的
AMD
前期市值: US$851.4萬
在 Q3 2024 季度中，Oak Ridge Investments LLC 共進行了 50 項持倉異動，包含新建倉 10 個部位、加碼 27 個部位、減碼 4 個部位以及清倉 9 個部位。 其中最大新建倉標的為 AAON。 本季清倉部位包含 AMD。
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。