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: 0001007524
申報總市值
US$21.2億
US$21.2億
283 檔
19.4%
根據最新整理的 13F 季度數據集，Osterweis Capital Management Inc 於 Q2 2025 結束時的管理資產規模為 US$21.2億。該機構在本季度申報了 283 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q2 2025 的申報異動，Osterweis Capital Management Inc 採取了強勁的買進策略，建倉與加碼動作（合計 125 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, GOOG, AMZN）占據了總市值的 19.4%，展現出該機構在 Q2 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 283 檔）
| # | 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 | 5.43% | -0.28% | +11.80% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.10% | +0.53% | -0.13% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.72% | +0.06% | +5.78% | |
| 4 | ABNB 0 03-15-26債券 | Airbnb Inc | 債券 | 3.27% | — | — | |
| 5 | CABO 0 03-15-26債券 | Cable One Inc | 債券 | 3.19% | — | +1.44% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 2.83% | -0.07% | +59.38% | |
| 7 | WIX 0 08-15-25債券 | Wix LTD | 債券 | 2.48% | — | — | |
| 8 | IART 0.5 08-15-25債券 | Integra Lifesciences Hld | 債券 | 2.48% | — | — | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 2.38% | +0.06% | +1.52% | |
| 10 | DHR | Danaher CORP | 股票-醫療保健 | 2.28% | -0.20% | +87.67% | |
| 11 | HAE 0 03-01-26債券 | Haemonetics CORP | 債券 | 2.25% | — | — | |
| 12 | AZO | Autozone Inc | 股票-循環性消費 | 2.08% | -0.31% | +1.28% | |
| 13 | APD | Air Products & Chemicals Inc | 股票-原物料 | 2.01% | -0.74% | +40.30% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.97% | +0.01% | +2.42% | |
| 15 | AWK | American Water Works Co Inc | 股票-公用事業 | 1.96% | -0.25% | +0.59% | |
| 16 | WCN | Waste Connections Inc | 股票-工業 | 1.88% | +0.17% | +0.50% | |
| 17 | LHX | L3harris Technologies Inc | 股票-工業 | 1.83% | -1.29% | +22.93% | |
| 18 | ADI | Analog Devices Inc | 股票-科技 | 1.79% | +0.06% | -1.63% | |
| 19 | TREE 0.5 07-15-25債券 | Lendingtree Inc | 債券 | 1.77% | — | +7.22% | |
| 20 | BRO | Brown & Brown Inc | 股票-金融 | 1.75% | -1.34% | EXIT | |
| 21 | PGR | Progressive CORP | 股票-金融 | 1.68% | -0.02% | +0.68% | |
| 22 | FERG | Ferguson Enterprises Inc | 股票-工業 | 1.67% | -0.13% | -4.33% | |
| 23 | INTU | Intuit Inc | 股票-科技 | 1.63% | — | +0.28% | |
| 24 | TRNO | Terreno Realty CORP | 股票-房地產 | 1.61% | -0.21% | — | |
| 25 | AMAT | Applied Materials Inc | 股票-科技 | 1.61% | +0.26% | +1835280.00% | |
| 26 | KEYS | Keysight Technologies In | 股票-科技 | 1.59% | -0.98% | -0.70% | |
| 27 | LAMR | Lamar Advertising Co-a | 股票-房地產 | 1.53% | +0.14% | +29.14% | |
| 28 | BSX | Boston Scientific CORP | 股票-醫療保健 | 1.46% | — | +1.38% | |
| 29 | PCRX 0.75 08-01-25債券 | Pacira Biosciences Inc | 債券 | 1.44% | — | — | |
| 30 | W 0.625 10-01-25債券 | Wayfair Inc | 債券 | 1.34% | — | — | |
| 31 | CRM | Salesforce Inc | 股票-科技 | 1.29% | — | -14.80% | |
| 32 | AME | Ametek Inc | 股票-工業 | 1.28% | +0.03% | +31.89% | |
| 33 | BA | Boeing Co/the | 股票-工業 | 1.11% | +0.38% | +0.50% | |
| 34 | SNPS | Synopsys Inc | 股票-科技 | 1.08% | +0.52% | — | |
| 35 | NVDA | Nvidia CORP | 股票-科技 | 1.02% | +0.04% | -60.30% | |
| 36 | DE | Deere & Co | 股票-工業 | 1.01% | +0.03% | +0.35% | |
| 37 | LH | Labcorp Holdings Inc | 股票-醫療保健 | 0.99% | -0.73% | — | |
| 38 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.90% | -0.08% | +0.50% | |
| 39 | ODFL | Old Dominion Freight Line | 股票-工業 | 0.89% | -0.01% | +1.14% | |
| 40 | RMBS | Rambus Inc | 股票-科技 | 0.87% | -0.38% | EXIT | |
| 41 | FSV | Firstservice CORP | 股票-其他 | 0.86% | +0.15% | -8.08% | |
| 42 | OKTA 0.125 09-01-25債券 | Okta Inc | 債券 | 0.84% | — | — | |
| 43 | GWRE | Guidewire Software Inc | 股票-科技 | 0.73% | — | -29.58% | |
| 44 | ALRM 0 01-15-26債券 | Alarm.com Hldgs Inc | 債券 | 0.70% | — | — | |
| 45 | CPAY | Corpay Inc | 股票-科技 | 0.67% | +0.01% | — | |
| 46 | MGY | Magnolia Oil & Gas CORP - A | 股票-能源 | 0.62% | — | -10.38% | |
| 47 | VITL | Vital Farms Inc | 股票-其他 | 0.61% | — | -12.00% | |
| 48 | GH | Guardant Health Inc | 股票-醫療保健 | 0.60% | -0.02% | -18.97% | |
| 49 | JAMF 0.125 09-01-26債券 | Jamf Holding CORP | 債券 | 0.52% | — | — | |
| 50 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.51% | -0.05% | +1.32% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IART 0.5 08-15-25債券 | Integra Lifesciences Hld | +2.5% | NEW | 新建倉 |
| 2 | AVGO | Broadcom Inc | +1.7% | +59.38% | 加碼 |
| 3 | MSFT | Microsoft CORP | +1.7% | +11.80% | 加碼 |
| 4 | TRNO | Terreno Realty CORP | +1.6% | NEW | 新建倉 |
| 5 | AMAT | Applied Materials Inc | +1.6% | +1835280.00% | 加碼 |
| 6 | SNPS | Synopsys Inc | +1.1% | NEW | 新建倉 |
| 7 | LH | Labcorp Holdings Inc | +1% | NEW | 新建倉 |
| 8 | DHR | Danaher CORP | +1% | +87.67% | 加碼 |
| 9 | CPAY | Corpay Inc | +0.7% | NEW | 新建倉 |
| 10 | AMZN | Amazon.com Inc | +0.6% | +5.78% | 加碼 |
| 11 | LHX | L3harris Technologies Inc | +0.6% | +22.93% | 加碼 |
| 12 | SITM | Sitime CORP | +0.5% | NEW | 新建倉 |
| 13 | APD | Air Products & Chemicals Inc | +0.5% | +40.30% | 加碼 |
| 14 | VCEL | Vericel CORP | +0.5% | NEW | 新建倉 |
| 15 | AFRM | Affirm Holdings Inc | +0.4% | NEW | 新建倉 |
| 16 | TREX | Trex Company Inc | +0.4% | NEW | 新建倉 |
| 17 | SPXC | Spx Technologies Inc | +0.4% | NEW | 新建倉 |
| 18 | LAMR | Lamar Advertising Co-a | +0.4% | +29.14% | 加碼 |
| 19 | GOOG | Alphabet Inc-cl C | +0.4% | -0.13% | 減碼 |
| 20 | FERG | Ferguson Enterprises Inc | +0.4% | -4.33% | 減碼 |
| 21 | CECO | Ceco Environmental CORP | +0.3% | NEW | 新建倉 |
| 22 | AME | Ametek Inc | +0.3% | +31.89% | 加碼 |
| 23 | BOOT | Boot Barn Holdings Inc | +0.3% | NEW | 新建倉 |
| 24 | RBRK | Rubrik Inc-a | +0.3% | NEW | 新建倉 |
| 25 | INTU | Intuit Inc | +0.3% | +0.28% | 加碼 |
| 26 | AX | Axos Financial Inc | +0.3% | NEW | 新建倉 |
| 27 | JPM | Jpmorgan Chase & Co | +0.3% | +2.42% | 加碼 |
| 28 | HNGE | Hinge Health Inc-a | +0.3% | NEW | 新建倉 |
| 29 | PLMR | Palomar Holdings Inc | +0.3% | NEW | 新建倉 |
| 30 | ADMA | Adma Biologics Inc | +0.3% | NEW | 新建倉 |
| 31 | ADI | Analog Devices Inc | +0.2% | -1.63% | 減碼 |
| 32 | CAVA | Cava Group Inc | +0.2% | NEW | 新建倉 |
| 33 | BA | Boeing Co/the | +0.2% | +0.50% | 加碼 |
| 34 | META | Meta Platforms Inc-class A | +0.2% | +0.50% | 加碼 |
| 35 | GKOS | Glaukos CORP | +0.2% | +59.59% | 加碼 |
| 36 | TTAN | Servicetitan Inc-a | +0.2% | NEW | 新建倉 |
| 37 | AORT | Artivion Inc | +0.2% | NEW | 新建倉 |
| 38 | RMBS | Rambus Inc | +0.1% | -0.66% | 減碼 |
| 39 | TPB | Turning Point Brands Inc | +0.1% | NEW | 新建倉 |
| 40 | ACMR | Acm Research Inc-class A | +0.1% | +27.14% | 加碼 |
| 41 | TREE 0.5 07-15-25債券 | Lendingtree Inc | +0.1% | +7.22% | 加碼 |
| 42 | KEYS | Keysight Technologies In | +0.1% | -0.70% | 減碼 |
| 43 | BSX | Boston Scientific CORP | +0.1% | +1.38% | 加碼 |
| 44 | DE | Deere & Co | +0.1% | +0.35% | 加碼 |
| 45 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | NEW | 新建倉 |
| 46 | VITL | Vital Farms Inc | 0% | -12.00% | 減碼 |
| 47 | ENSG | Ensign Group Inc/the | 0% | -1.42% | 減碼 |
| 48 | LEVI | Levi Strauss & Co- Class A | 0% | NEW | 新建倉 |
| 49 | NVS | Novartis Ag-sponsored Adr | 0% | +1.32% | 加碼 |
| 50 | ADSK | Autodesk Inc | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Osterweis Capital Management Inc 在 Q2 2025 季度的美股持倉總市值約為 US$21.2億，共申報了 283 個公開持股部位。
在 Q2 2025 季度，Osterweis Capital Management Inc 按市值排列的前三大核心持股分別為：MSFT (5.4%)、GOOG (4.1%)、AMZN (3.7%)。其中最大持股部位 MSFT 佔據整體投資組合約 5.4% 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
IART 0.5 08-15-25
市值: US$5174.4萬
本季最大獲利了結 / 清倉標的
LYFT 1.5 05-15-25
前期市值: US$8489.8萬
在 Q2 2025 季度中，Osterweis Capital Management Inc 共進行了 185 項持倉異動，包含新建倉 51 個部位、加碼 74 個部位、減碼 38 個部位以及清倉 22 個部位。 其中最大新建倉標的為 IART 0.5 08-15-25。 本季清倉部位包含 LYFT 1.5 05-15-25。
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。