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
171 檔
31.7%
Oak Ridge Investments LLC 在 Q2 2025 季度的美股部位總計估值為 US$17.7億，分散於 171 個持倉標的之中，反映其市場參與廣度與投資規模。
Q2 2025 數據顯示 Oak Ridge Investments LLC 積極進場，新開立 4 個部位並同步加碼 29 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, NVDA, AAPL 等）合計佔整體申報市值的 31.7%，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 | 11.53% | -5.34% | +9.96% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 10.77% | -0.43% | +6.50% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 7.98% | -4.17% | +1.07% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 5.02% | -3.42% | -12.37% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 4.93% | -0.67% | -6.74% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 4.09% | +0.09% | +1.28% | |
| 7 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.32% | +0.34% | +1.37% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.01% | +3.31% | +0.56% | |
| 9 | NFLX | Netflix Inc | 股票-通訊服務 | 2.08% | -1.49% | +1.36% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 2.04% | -0.11% | +1.04% | |
| 11 | TSLA | Tesla Inc | 股票-循環性消費 | 1.81% | +0.60% | +1.23% | |
| 12 | ORCL | Oracle CORP | 股票-科技 | 1.73% | -1.13% | EXIT | |
| 13 | MA | Mastercard Inc - A | 股票-金融 | 1.55% | -0.20% | +1.11% | |
| 14 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.43% | -0.30% | +1.25% | |
| 15 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 1.31% | -0.19% | +1373.48% | |
| 16 | TMUS | T-mobile US Inc | 股票-通訊服務 | 1.06% | — | +1.02% | |
| 17 | EXLS | Exlservice Holdings Inc | 股票-科技 | 1.04% | -0.48% | EXIT | |
| 18 | KLAC | Kla CORP | 股票-科技 | 1.03% | +0.23% | +1.74% | |
| 19 | ECL | Ecolab Inc | 股票-原物料 | 1.01% | -0.99% | EXIT | |
| 20 | TDG | Transdigm Group Inc | 股票-工業 | 0.99% | -0.01% | +1.49% | |
| 21 | AXON | Axon Enterprise Inc | 股票-工業 | 0.97% | +0.06% | +1.03% | |
| 22 | VRSK | Verisk Analytics Inc | 股票-工業 | 0.93% | — | +1.17% | |
| 23 | INTU | Intuit Inc | 股票-科技 | 0.90% | -0.49% | EXIT | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.89% | +0.13% | -55.09% | |
| 25 | SYK | Stryker CORP | 股票-醫療保健 | 0.89% | -0.14% | +1.31% | |
| 26 | NOW | Servicenow Inc | 股票-科技 | 0.88% | — | +1.03% | |
| 27 | CLS | Celestica Inc | 股票-科技 | 0.83% | -0.29% | +201.38% | |
| 28 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.82% | -0.03% | +2.95% | |
| 29 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.78% | -0.30% | -4.90% | |
| 30 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.73% | -0.44% | +5.22% | |
| 31 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.72% | -0.16% | +1.71% | |
| 32 | ICE | Intercontinental Exchange In | 股票-金融 | 0.61% | — | +1.27% | |
| 33 | PWR | Quanta Services Inc | 股票-工業 | 0.59% | +0.05% | +1.62% | |
| 34 | PLMR | Palomar Holdings Inc | 股票-金融 | 0.58% | -0.03% | -4.00% | |
| 35 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.58% | +0.44% | +1.43% | |
| 36 | CVLT | Commvault Systems Inc | 股票-科技 | 0.58% | — | +1.35% | |
| 37 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 0.56% | +0.03% | +703.10% | |
| 38 | FTNT | Fortinet Inc | 股票-科技 | 0.55% | — | -1.56% | |
| 39 | BRBR | Bellring Brands Inc | 股票-非循環性消費 | 0.55% | -0.05% | EXIT | |
| 40 | ✓ | Cyberark Software LTD. Cmn | 股票-其他 | 0.55% | — | +4.45% | |
| 41 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.52% | — | +1.25% | |
| 42 | ANET | Arista Networks Inc | 股票-科技 | 0.49% | — | -52.47% | |
| 43 | EQIX | Equinix Inc | 股票-房地產 | 0.47% | -0.01% | EXIT | |
| 44 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.46% | — | +1.01% | |
| 45 | APP | Applovin Corp-class A | 股票-科技 | 0.44% | +0.05% | -11.05% | |
| 46 | URI | United Rentals Inc | 股票-工業 | 0.43% | — | +1.47% | |
| 47 | OLLI | Ollie's Bargain Outlet Holdi | 股票-非循環性消費 | 0.39% | -0.09% | -3.04% | |
| 48 | ROAD | Construction Partners Inc-a | 股票-工業 | 0.39% | -0.02% | -4.13% | |
| 49 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.38% | +0.28% | +1.35% | |
| 50 | EOG | Eog Resources Inc | 股票-能源 | 0.38% | — | +1.13% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.7% | +6.50% | 加碼 |
| 2 | MSFT | Microsoft CORP | +2.4% | +9.96% | 加碼 |
| 3 | AVGO | Broadcom Inc | +1.2% | +1.28% | 加碼 |
| 4 | ORCL | Oracle CORP | +1.2% | +137.78% | 加碼 |
| 5 | CLS | Celestica Inc | +0.7% | +201.38% | 加碼 |
| 6 | TTWO | Take-two Interactive Softwre | +0.5% | +703.10% | 加碼 |
| 7 | NFLX | Netflix Inc | +0.4% | +1.36% | 加碼 |
| 8 | NET | Cloudflare Inc - Class A | +0.3% | +2.95% | 加碼 |
| 9 | AXON | Axon Enterprise Inc | +0.3% | +1.03% | 加碼 |
| 10 | PLTR | Palantir Technologies Inc-a | +0.2% | -4.90% | 減碼 |
| 11 | MWA | Mueller Water Products Inc-a | +0.2% | NEW | 新建倉 |
| 12 | CRDO | Credo Technology Group Holding Ltd | +0.2% | -3.71% | 減碼 |
| 13 | SPOT | Spotify Technology S.A. | +0.2% | +5.22% | 加碼 |
| 14 | META | Meta Platforms Inc-class A | +0.1% | -6.74% | 減碼 |
| 15 | KLAC | Kla CORP | +0.1% | +1.74% | 加碼 |
| 16 | PWR | Quanta Services Inc | +0.1% | +1.62% | 加碼 |
| 17 | VRT | Vertiv Holdings Co-a | +0.1% | +1.35% | 加碼 |
| 18 | IDCC | Interdigital Inc | +0.1% | NEW | 新建倉 |
| 19 | TSLA | Tesla Inc | +0.1% | +1.23% | 加碼 |
| 20 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +1.43% | 加碼 |
| 21 | INTU | Intuit Inc | +0.1% | +1.47% | 加碼 |
| 22 | NOW | Servicenow Inc | +0.1% | +1.03% | 加碼 |
| 23 | AVAV | Aerovironment Inc | +0.1% | -3.80% | 減碼 |
| 24 | BBIO | Bridgebio Pharma Inc | +0.1% | NEW | 新建倉 |
| 25 | ROAD | Construction Partners Inc-a | +0.1% | -4.13% | 減碼 |
| 26 | RDDT | Reddit Inc-cl A | +0.1% | +1.73% | 加碼 |
| 27 | MIRM | Mirum Pharmaceuticals Inc | +0.1% | NEW | 新建倉 |
| 28 | HIMS | Hims & Hers Health Inc | +0.1% | -4.20% | 減碼 |
| 29 | ✓ | Cyberark Software LTD. Cmn | 0% | +4.45% | 加碼 |
| 30 | FSS | Federal Signal CORP | 0% | -3.47% | 減碼 |
| 31 | URI | United Rentals Inc | 0% | +1.47% | 加碼 |
| 32 | ISRG | Intuitive Surgical Inc | 0% | +1.71% | 加碼 |
| 33 | TDG | Transdigm Group Inc | 0% | +1.49% | 加碼 |
| 34 | GOOG | Alphabet Inc-cl C | -0.1% | +0.56% | 加碼 |
| 35 | ECL | Ecolab Inc | -0.1% | +1.35% | 加碼 |
| 36 | NOG | Northern Oil And Gas Inc | -0.1% | EXIT | 清倉 |
| 37 | DSGX | Descartes Systems Grp/the | -0.1% | -30.20% | 減碼 |
| 38 | COST | Costco Wholesale CORP | -0.1% | +1.25% | 加碼 |
| 39 | HALO | Halozyme Therapeutics Inc | -0.2% | -32.99% | 減碼 |
| 40 | MRVL | Marvell Technology Inc | -0.2% | EXIT | 清倉 |
| 41 | BRBR | Bellring Brands Inc | -0.3% | -0.76% | 減碼 |
| 42 | EXLS | Exlservice Holdings Inc | -0.3% | -3.10% | 減碼 |
| 43 | TMUS | T-mobile US Inc | -0.3% | +1.02% | 加碼 |
| 44 | ORLY | O'reilly Automotive Inc | -0.3% | +1373.48% | 加碼 |
| 45 | ANET | Arista Networks Inc | -0.4% | -52.47% | 減碼 |
| 46 | SAIA | Saia Inc | -0.5% | -68.48% | 減碼 |
| 47 | LLY | Eli Lilly & Co | -0.7% | +1.37% | 加碼 |
| 48 | GOOGL | Alphabet Inc-cl A | -1.1% | -55.09% | 減碼 |
| 49 | UNH | Unitedhealth Group Inc | -1.9% | EXIT | 清倉 |
| 50 | AAPL | Apple Inc | -1.9% | +1.07% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Oak Ridge Investments LLC 在 Q2 2025 季度的美股持倉總市值約為 US$17.7億，共申報了 171 個公開持股部位。
在 Q2 2025 季度，Oak Ridge Investments LLC 按市值排列的前三大核心持股分別為：MSFT (11.5%)、NVDA (10.8%)、AAPL (8.0%)。其中最大持股部位 MSFT 佔據整體投資組合約 11.5% 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
MWA
市值: US$253.5萬
本季最大獲利了結 / 清倉標的
UNH
前期市值: US$2308.2萬
在 Q2 2025 季度中，Oak Ridge Investments LLC 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 29 個部位、減碼 14 個部位以及清倉 3 個部位。 其中最大新建倉標的為 MWA。 本季清倉部位包含 UNH。
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。