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
179 檔
35.9%
Q3 2025 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 179 個不同之權益投資部位。
在 Q3 2025，Oak Ridge Investments LLC 操作展現出積極擴展與加碼意向。本季共新建倉 10 個新部位，並對 19 個既有持股進行加碼（合計增持 29 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 NVDA, MSFT, AAPL）占據了總市值的 35.9%，展現出該機構在 Q3 2025 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 | NVDA | Nvidia CORP | 股票-科技 | 11.71% | -0.43% | +2.16% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 11.05% | -5.34% | +2.17% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 9.10% | -4.17% | +1.97% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.62% | -3.42% | +1.95% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 4.51% | +0.09% | +2.15% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 4.51% | -0.67% | +2.01% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.79% | +3.31% | +1.81% | |
| 8 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.00% | +0.34% | +2.41% | |
| 9 | TSLA | Tesla Inc | 股票-循環性消費 | 2.40% | +0.60% | +4.77% | |
| 10 | ORCL | Oracle CORP | 股票-科技 | 2.05% | -1.13% | EXIT | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.80% | -0.11% | +1.89% | |
| 12 | NFLX | Netflix Inc | 股票-通訊服務 | 1.72% | -1.49% | +2.35% | |
| 13 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 1.44% | -0.19% | +1.72% | |
| 14 | MA | Mastercard Inc - A | 股票-金融 | 1.44% | -0.20% | +2.00% | |
| 15 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.23% | -0.30% | +2.12% | |
| 16 | KLAC | Kla CORP | 股票-科技 | 1.15% | +0.23% | +2.23% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.12% | +0.13% | +0.40% | |
| 18 | CLS | Celestica Inc | 股票-科技 | 1.01% | -0.29% | -15.05% | |
| 19 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.98% | — | +2.26% | |
| 20 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.98% | -0.30% | +3.58% | |
| 21 | ECL | Ecolab Inc | 股票-原物料 | 0.95% | -0.99% | EXIT | |
| 22 | APP | Applovin Corp-class A | 股票-科技 | 0.84% | +0.05% | +2.16% | |
| 23 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.83% | -0.03% | +1.83% | |
| 24 | EXLS | Exlservice Holdings Inc | 股票-科技 | 0.82% | -0.48% | EXIT | |
| 25 | TDG | Transdigm Group Inc | 股票-工業 | 0.79% | -0.01% | +2.47% | |
| 26 | SYK | Stryker CORP | 股票-醫療保健 | 0.77% | -0.14% | +2.23% | |
| 27 | AXON | Axon Enterprise Inc | 股票-工業 | 0.73% | +0.06% | -3.41% | |
| 28 | NOW | Servicenow Inc | 股票-科技 | 0.72% | — | +1.87% | |
| 29 | INTU | Intuit Inc | 股票-科技 | 0.72% | -0.49% | EXIT | |
| 30 | VRSK | Verisk Analytics Inc | 股票-工業 | 0.69% | — | +1.93% | |
| 31 | ANET | Arista Networks Inc | 股票-科技 | 0.65% | — | +2.17% | |
| 32 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.62% | -0.44% | +3.78% | |
| 33 | PWR | Quanta Services Inc | 股票-工業 | 0.60% | +0.05% | +1.88% | |
| 34 | CVLT | Commvault Systems Inc | 股票-科技 | 0.56% | — | +0.39% | |
| 35 | ✓ | Cyberark Software LTD. Cmn | 股票-其他 | 0.56% | — | -4.38% | |
| 36 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.55% | -0.16% | +2.66% | |
| 37 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 0.54% | +0.03% | +2.04% | |
| 38 | ICE | Intercontinental Exchange In | 股票-金融 | 0.52% | — | +2.16% | |
| 39 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.51% | +0.44% | +1.82% | |
| 40 | URI | United Rentals Inc | 股票-工業 | 0.51% | — | +2.60% | |
| 41 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.47% | — | +2.46% | |
| 42 | SNOW | Snowflake Inc | 股票-科技 | 0.46% | +0.20% | — | |
| 43 | RDDT | Reddit Inc-cl A | 股票-通訊服務 | 0.43% | — | +2.12% | |
| 44 | ZS | Zscaler Inc | 股票-科技 | 0.43% | -0.20% | EXIT | |
| 45 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.43% | — | -0.05% | |
| 46 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.41% | +0.28% | +1.49% | |
| 47 | ROAD | Construction Partners Inc-a | 股票-工業 | 0.41% | -0.02% | -1.75% | |
| 48 | CRDO | Credo Technology Group Holding Ltd | 股票-科技 | 0.40% | +0.49% | -19.28% | |
| 49 | PLMR | Palomar Holdings Inc | 股票-金融 | 0.39% | -0.03% | -1.62% | |
| 50 | ENSG | Ensign Group Inc/the | 股票-醫療保健 | 0.33% | -0.13% | -1.22% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +3.7% | +2.16% | 加碼 |
| 2 | MSFT | Microsoft CORP | +1.9% | +2.17% | 加碼 |
| 3 | AVGO | Broadcom Inc | +1.7% | +2.15% | 加碼 |
| 4 | ORCL | Oracle CORP | +1.5% | +2.51% | 加碼 |
| 5 | CLS | Celestica Inc | +0.9% | -15.05% | 加碼 |
| 6 | GOOG | Alphabet Inc-cl C | +0.7% | +1.81% | 加碼 |
| 7 | TSLA | Tesla Inc | +0.7% | +4.77% | 加碼 |
| 8 | TTWO | Take-two Interactive Softwre | +0.5% | +2.04% | 加碼 |
| 9 | APP | Applovin Corp-class A | +0.4% | +2.16% | 減碼 |
| 10 | PLTR | Palantir Technologies Inc-a | +0.4% | +3.58% | 減碼 |
| 11 | NET | Cloudflare Inc - Class A | +0.3% | +1.83% | 加碼 |
| 12 | KLAC | Kla CORP | +0.3% | +2.23% | 加碼 |
| 13 | CRDO | Credo Technology Group Holding Ltd | +0.2% | -19.28% | 減碼 |
| 14 | RDDT | Reddit Inc-cl A | +0.2% | +2.12% | 加碼 |
| 15 | VRT | Vertiv Holdings Co-a | +0.2% | +1.49% | 加碼 |
| 16 | PWR | Quanta Services Inc | +0.1% | +1.88% | 加碼 |
| 17 | URI | United Rentals Inc | +0.1% | +2.60% | 加碼 |
| 18 | ROAD | Construction Partners Inc-a | +0.1% | -1.75% | 減碼 |
| 19 | NFLX | Netflix Inc | +0.1% | +2.35% | 加碼 |
| 20 | SPOT | Spotify Technology S.A. | +0.1% | +3.78% | 加碼 |
| 21 | ✓ | Cyberark Software LTD. Cmn | +0.1% | -4.38% | 減碼 |
| 22 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +1.82% | 加碼 |
| 23 | AXON | Axon Enterprise Inc | 0% | -3.41% | 減碼 |
| 24 | ORLY | O'reilly Automotive Inc | -0.2% | +1.72% | 加碼 |
| 25 | INSP | Inspire Medical Systems Inc | -0.2% | -7.94% | 減碼 |
| 26 | META | Meta Platforms Inc-class A | -0.3% | +2.01% | 減碼 |
| 27 | BJ | Bj's Wholesale Club Holdings | -0.3% | -60.11% | 減碼 |
| 28 | KNSL | Kinsale Capital Group Inc | -0.4% | -80.66% | 減碼 |
| 29 | SAIA | Saia Inc | -0.5% | -1.61% | 減碼 |
| 30 | BRBR | Bellring Brands Inc | -0.5% | +0.50% | 減碼 |
| 31 | EXLS | Exlservice Holdings Inc | -0.5% | -13.66% | 減碼 |
| 32 | EQIX | Equinix Inc | -0.6% | -96.70% | 減碼 |
| 33 | AAPL | Apple Inc | -0.8% | +1.97% | 加碼 |
| 34 | GOOGL | Alphabet Inc-cl A | -0.9% | +0.40% | 減碼 |
| 35 | AMZN | Amazon.com Inc | -1.1% | +1.95% | 減碼 |
| 36 | UNH | Unitedhealth Group Inc | — | EXIT | 清倉 |
| 37 | FTNT | Fortinet Inc | — | EXIT | 清倉 |
| 38 | SNOW | Snowflake Inc | — | NEW | 新建倉 |
| 39 | ZS | Zscaler Inc | — | NEW | 新建倉 |
| 40 | VIAV | Viavi Solutions Inc | — | NEW | 新建倉 |
| 41 | PSMT | Pricesmart Inc | — | NEW | 新建倉 |
| 42 | ✓ | — | NEW | 新建倉 | |
| 43 | GBCI | Glacier Bancorp Inc | — | NEW | 新建倉 |
| 44 | NOMD | Nomad Foods Limited | — | EXIT | 清倉 |
| 45 | IDCC | Interdigital Inc | — | NEW | 新建倉 |
| 46 | MWA | Mueller Water Products Inc-a | — | NEW | 新建倉 |
| 47 | HRI | Herc Holdings Inc | — | EXIT | 清倉 |
| 48 | ABCB | Ameris Bancorp | — | NEW | 新建倉 |
| 49 | MRVL | Marvell Technology Inc | — | EXIT | 清倉 |
| 50 | WAY | Waystar Holding CORP | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Oak Ridge Investments LLC 在 Q3 2025 季度的美股持倉總市值約為 US$17.7億，共申報了 179 個公開持股部位。
在 Q3 2025 季度，Oak Ridge Investments LLC 按市值排列的前三大核心持股分別為：NVDA (11.7%)、MSFT (11.1%)、AAPL (9.1%)。其中最大持股部位 NVDA 佔據整體投資組合約 11.7% 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
SNOW
市值: US$713.7萬
本季最大獲利了結 / 清倉標的
UNH
前期市值: US$2308.2萬
在 Q3 2025 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 19 個部位、減碼 16 個部位以及清倉 5 個部位。 其中最大新建倉標的為 SNOW。 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。