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$16.8億
US$16.8億
170 檔
36.6%
根據最新整理的 13F 季度數據集，Oak Ridge Investments LLC 於 Q2 2026 結束時的管理資產規模為 US$16.8億。該機構在本季度申報了 170 檔美股持倉，呈現出該時期的主要投資地圖。
Oak Ridge Investments LLC 在 Q2 2026 進行了結構性的板塊輪動與部位換股。在開立 20 個全新部位及加碼 76 檔持股的同時，亦同步清倉 31 檔並減碼 72 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 NVDA, GOOG, AAPL）占據了總市值的 36.6%，展現出該機構在 Q2 2026 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
AMD
市值: US$5572.8萬
本季最大獲利了結 / 清倉標的
ORCL
前期市值: US$1712.5萬
| # | 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 | 11.67% | +1.83% | -1.74% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 8.20% | -0.27% | +59.15% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.85% | +0.92% | -40.15% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 4.76% | -0.40% | -2.30% | |
| 5 | LLY | Eli Lilly & Co | 股票-醫療保健 | 4.36% | -0.13% | -2.97% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.23% | +1.23% | -56.23% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.17% | +0.94% | -1.98% | |
| 8 | AMD | Advanced Micro Devices | 股票-科技 | 3.15% | +0.17% | — | |
| 9 | MU | Micron Technology Inc | 股票-科技 | 3.04% | -0.23% | — | |
| 10 | TSLA | Tesla Inc | 股票-循環性消費 | 2.89% | -0.45% | +30.57% | |
| 11 | KLAC | Kla CORP | 股票-科技 | 2.03% | -0.71% | +544.68% | |
| 12 | LRCX | Lam Research CORP | 股票-科技 | 1.84% | -0.45% | — | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.68% | -0.04% | +2.05% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.62% | +0.09% | -3.41% | |
| 15 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.39% | +0.07% | -70.59% | |
| 16 | GEV | GE Vernova Inc | 股票-工業 | 1.31% | -0.25% | +2.61% | |
| 17 | CAT | Caterpillar Inc | 股票-工業 | 1.25% | -0.30% | +52.17% | |
| 18 | SNDK | Sandisk CORP | 股票-科技 | 1.20% | -0.28% | — | |
| 19 | MA | Mastercard Inc - A | 股票-金融 | 1.20% | +0.09% | -2.92% | |
| 20 | HWM | Howmet Aerospace Inc | 股票-工業 | 1.19% | -0.21% | +66.83% | |
| 21 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.17% | -0.03% | -1.18% | |
| 22 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 1.11% | +0.43% | +295.63% | |
| 23 | MRVL | Marvell Technology Inc | 股票-科技 | 1.08% | -0.09% | — | |
| 24 | VRT | Vertiv Holdings Co-a | 股票-工業 | 1.05% | -0.31% | +19.00% | |
| 25 | BTSG | Brightspring Health Services | 股票-其他 | 1.04% | -0.18% | +1.06% | |
| 26 | COHR | Coherent CORP | 股票-科技 | 0.94% | -0.26% | -1.02% | |
| 27 | PWR | Quanta Services Inc | 股票-工業 | 0.89% | -0.13% | -6.14% | |
| 28 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.86% | +0.33% | -5.30% | |
| 29 | VIAV | Viavi Solutions Inc | 股票-科技 | 0.78% | -0.29% | +7.63% | |
| 30 | KLIC | Kulicke & Soffa Industries | 股票-科技 | 0.77% | -0.21% | +18.26% | |
| 31 | CLS | Celestica Inc | 股票-科技 | 0.73% | -0.02% | -35.49% | |
| 32 | CRDO | Credo Technology Group Holding Ltd | 股票-科技 | 0.67% | -0.20% | +52.53% | |
| 33 | DDOG | Datadog Inc - Class A | 股票-科技 | 0.65% | +0.01% | +0.03% | |
| 34 | ADI | Analog Devices Inc | 股票-科技 | 0.64% | — | -0.92% | |
| 35 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.61% | -0.06% | -10.15% | |
| 36 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.60% | -0.02% | +768.49% | |
| 37 | SYK | Stryker CORP | 股票-醫療保健 | 0.60% | -0.08% | -0.84% | |
| 38 | APP | Applovin Corp-class A | 股票-科技 | 0.58% | -0.26% | -1.82% | |
| 39 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.57% | +0.36% | -3.74% | |
| 40 | BE | Bloom Energy Corp- A | 股票-工業 | 0.55% | -0.04% | -0.35% | |
| 41 | SNOW | Snowflake Inc | 股票-科技 | 0.53% | +0.17% | +10.83% | |
| 42 | AXON | Axon Enterprise Inc | 股票-工業 | 0.52% | -0.13% | -0.68% | |
| 43 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 0.50% | -0.09% | -1.45% | |
| 44 | AAOI | Applied Optoelectronics Inc | 股票-科技 | 0.47% | -0.18% | +46.66% | |
| 45 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.45% | +0.01% | -0.27% | |
| 46 | CSCO | Cisco Systems Inc | 股票-科技 | 0.44% | -0.03% | +2012.20% | |
| 47 | SMTC | Semtech CORP | 股票-科技 | 0.42% | -0.05% | +6.27% | |
| 48 | ECG | Everus Construction Group | 股票-工業 | 0.41% | -0.09% | +2.11% | |
| 49 | FROG | JFrog Ltd. | 股票-科技 | 0.41% | +0.16% | +167.75% | |
| 50 | SITM | Sitime CORP | 股票-科技 | 0.37% | -0.03% | -28.67% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +3.3% | +59.15% | 加碼 |
| 2 | AMD | Advanced Micro Devices | +3.2% | NEW | 新建倉 |
| 3 | MU | Micron Technology Inc | +3% | NEW | 新建倉 |
| 4 | LRCX | Lam Research CORP | +1.8% | NEW | 新建倉 |
| 5 | SNDK | Sandisk CORP | +1.2% | NEW | 新建倉 |
| 6 | MRVL | Marvell Technology Inc | +1.1% | NEW | 新建倉 |
| 7 | CAT | Caterpillar Inc | +0.6% | +52.17% | 加碼 |
| 8 | TSLA | Tesla Inc | +0.6% | +30.57% | 加碼 |
| 9 | MAR | Marriott International -cl A | +0.5% | +768.49% | 加碼 |
| 10 | CRDO | Credo Technology Group Holding Ltd | +0.5% | +52.53% | 加碼 |
| 11 | HWM | Howmet Aerospace Inc | +0.5% | +66.83% | 加碼 |
| 12 | CRWD | Crowdstrike Holdings Inc - A | +0.4% | +295.63% | 加碼 |
| 13 | CSCO | Cisco Systems Inc | +0.4% | +2012.20% | 加碼 |
| 14 | KLIC | Kulicke & Soffa Industries | +0.4% | +18.26% | 加碼 |
| 15 | LLY | Eli Lilly & Co | +0.3% | -2.97% | 減碼 |
| 16 | ✓ | +0.3% | NEW | 新建倉 | |
| 17 | FROG | JFrog Ltd. | +0.3% | +167.75% | 加碼 |
| 18 | BTSG | Brightspring Health Services | +0.3% | +1.06% | 加碼 |
| 19 | DDOG | Datadog Inc - Class A | +0.3% | +0.03% | 加碼 |
| 20 | DELL | Dell Technologies -c | +0.3% | NEW | 新建倉 |
| 21 | VRT | Vertiv Holdings Co-a | +0.3% | +19.00% | 加碼 |
| 22 | COHR | Coherent CORP | +0.3% | -1.02% | 減碼 |
| 23 | BE | Bloom Energy Corp- A | +0.3% | -0.35% | 減碼 |
| 24 | AAOI | Applied Optoelectronics Inc | +0.3% | +46.66% | 加碼 |
| 25 | VICR | Vicor CORP | +0.3% | NEW | 新建倉 |
| 26 | TSEM | Tower Semiconductor Ltd. | +0.2% | +403.36% | 加碼 |
| 27 | KLAC | Kla CORP | +0.2% | +544.68% | 加碼 |
| 28 | KTB | Kontoor Brands Inc | +0.2% | NEW | 新建倉 |
| 29 | CON | Concentra Group Holdings Par | +0.2% | NEW | 新建倉 |
| 30 | GEV | GE Vernova Inc | +0.2% | +2.61% | 加碼 |
| 31 | SNOW | Snowflake Inc | +0.2% | +10.83% | 加碼 |
| 32 | SMTC | Semtech CORP | +0.2% | +6.27% | 加碼 |
| 33 | VIAV | Viavi Solutions Inc | +0.2% | +7.63% | 加碼 |
| 34 | DOCN | Digitalocean Holdings Inc | +0.1% | +2.19% | 加碼 |
| 35 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.05% | 加碼 |
| 36 | DAVE | Dave Inc | +0.1% | NEW | 新建倉 |
| 37 | XENE | Xenon Pharmaceuticals Inc | +0.1% | NEW | 新建倉 |
| 38 | QBTS | D-wave Quantum Inc | +0.1% | NEW | 新建倉 |
| 39 | CSV | Carriage Services Inc | +0.1% | NEW | 新建倉 |
| 40 | CORT | Corcept Therapeutics Inc | +0.1% | +37.40% | 加碼 |
| 41 | PVLA | Palvella Therapeutics Inc | +0.1% | NEW | 新建倉 |
| 42 | AVGO | Broadcom Inc | +0.1% | -2.30% | 減碼 |
| 43 | SITM | Sitime CORP | +0.1% | -28.67% | 減碼 |
| 44 | CYTK | Cytokinetics Inc | +0.1% | +104.49% | 加碼 |
| 45 | TTMI | Ttm Technologies | +0.1% | -19.57% | 減碼 |
| 46 | URGN | UroGen Pharma Ltd. | +0.1% | +2.53% | 加碼 |
| 47 | CRNX | Crinetics Pharmaceuticals In | +0.1% | NEW | 新建倉 |
| 48 | ECG | Everus Construction Group | +0.1% | +2.11% | 加碼 |
| 49 | SNEX | Stonex Group Inc | +0.1% | +2.41% | 加碼 |
| 50 | AXON | Axon Enterprise Inc | +0.1% | -0.68% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Oak Ridge Investments LLC 在 Q2 2026 季度的美股持倉總市值約為 US$16.8億，共申報了 170 個公開持股部位。
在 Q2 2026 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%)、GOOG (8.2%)、AAPL (5.8%)。其中最大持股部位 NVDA 佔據整體投資組合約 11.7% 的權重。
在 Q2 2026 季度中，Oak Ridge Investments LLC 共進行了 199 項持倉異動，包含新建倉 20 個部位、加碼 76 個部位、減碼 72 個部位以及清倉 31 個部位。 其中最大新建倉標的為 AMD。 本季清倉部位包含 ORCL。
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。
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。
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。