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: 0001697366
申報總市值
US$4.2億
US$4.2億
104 檔
29.4%
截至 Q1 2025 季度末，Pier 88 Investment Partners LLC 的美股持倉估值約為 US$4.2億，全數申報部位共有 104 檔。
觀察 Q1 2025 的申報異動，Pier 88 Investment Partners LLC 採取了強勁的買進策略，建倉與加碼動作（合計 104 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 BAC 7.25 PERP L, WFC 7.5 PERP L, PPL 2.875 03-15-28）占據了總市值的 29.4%，展現出該機構在 Q1 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 | BAC 7.25 PERP L債券 | Bank Of America CORP | 債券 | 5.01% | +0.80% | +1.93% | |
| 2 | WFC 7.5 PERP L債券 | Wells Fargo & Company | 債券 | 4.90% | +0.58% | +1.92% | |
| 3 | PPL 2.875 03-15-28債券 | Ppl Capital Funding Inc | 債券 | 4.71% | -0.46% | +5.17% | |
| 4 | DXCM 0.25 11-15-25債券 | Dexcom Inc | 債券 | 4.60% | — | — | |
| 5 | LNT 3.875 03-15-26債券 | Alliant Energy CORP | 債券 | 4.54% | -2.63% | EXIT | |
| 6 | ETSY 0.25 06-15-28債券 | Etsy Inc | 債券 | 4.42% | -0.16% | — | |
| 7 | OKTA 0.375 06-15-26債券 | Okta Inc | 債券 | 4.29% | -4.11% | EXIT | |
| 8 | GPN 1.5 03-01-31債券 | Global Payments Inc | 債券 | 4.26% | -0.17% | — | |
| 9 | VTR 3.75 06-01-26債券 | Ventas Realty LP | 債券 | 4.21% | -3.32% | EXIT | |
| 10 | APO 6.75 07-31-26債券 | Apollo Global Management | 債券 | 3.97% | — | -6.32% | |
| 11 | FOUR 0.5 08-01-27債券 | Shift4 Payments Inc | 債券 | 3.77% | +0.43% | -8.67% | |
| 12 | F 0 03-15-26債券 | Ford Motor Company | 債券 | 3.51% | — | -9.14% | |
| 13 | AWK 3.625 06-15-26債券 | American Water Capital C | 債券 | 3.21% | -1.71% | EXIT | |
| 14 | EXPE 0 02-15-26債券 | Expedia Group Inc | 債券 | 3.19% | — | -8.69% | |
| 15 | NEE 7.234 11-01-27債券 | Nextera Energy Inc | 債券 | 3.17% | -0.58% | — | |
| 16 | WIX 0 08-15-25債券 | Wix LTD | 債券 | 3.12% | — | — | |
| 17 | EEFT 0.75 03-15-49債券 | Euronet Worldwide Inc | 債券 | 3.07% | -0.14% | -13.51% | |
| 18 | LUV 1.25 05-01-25債券 | Southwest Airlines Co | 債券 | 2.91% | — | -20.48% | |
| 19 | TYL 0.25 03-15-26債券 | Tyler Technologies Inc | 債券 | 2.79% | — | -14.58% | |
| 20 | UBER 0.875 12-01-28 2028債券 | Uber Technologies Inc | 債券 | 2.76% | +0.89% | +4.88% | |
| 21 | HPE 7.625 09-01-27債券 | Hp Enterprise Co | 債券 | 2.14% | -1.38% | -33.99% | |
| 22 | DKNG 0 03-15-28債券 | Draftkings Holdings Inc | 債券 | 1.44% | -0.01% | — | |
| 23 | ARES 6.75 10-01-27 B債券 | Ares Management CORP | 債券 | 1.28% | +0.30% | — | |
| 24 | SHOPCN 0.125 11-01-25債券 | Shopify Inc | 債券 | 1.27% | — | — | |
| 25 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.10% | — | -28.57% | |
| 26 | CHGG 0 09-01-26債券 | Chegg Inc | 債券 | 1.05% | — | -51.66% | |
| 27 | TW | Tradeweb Markets Inc-class A | 股票-金融 | 0.93% | — | +230.95% | |
| 28 | OKTA | Okta Inc | 股票-科技 | 0.84% | -0.05% | +390.68% | |
| 29 | ✓ | Cyberark Software LTD. Cmn | 股票-其他 | 0.84% | — | -10.79% | |
| 30 | PEN | Penumbra Inc | 股票-醫療保健 | 0.80% | — | — | |
| 31 | WIX | Wix.com Ltd. | 股票-科技 | 0.72% | -0.10% | EXIT | |
| 32 | TEAM | Atlassian Corp-cl A | 股票-科技 | 0.47% | — | — | |
| 33 | PRO 2.25 09-15-27債券 | Pros Holdings Inc | 債券 | 0.40% | — | — | |
| 34 | RYAN | Ryan Specialty Holdings Inc | 股票-金融 | 0.39% | — | +84.69% | |
| 35 | TDG | Transdigm Group Inc | 股票-工業 | 0.35% | — | +301.54% | |
| 36 | NTNX | Nutanix Inc - A | 股票-科技 | 0.30% | -0.02% | +193.55% | |
| 37 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.28% | +0.06% | -20.10% | |
| 38 | ETSY | Etsy Inc | 股票-循環性消費 | 0.26% | -0.06% | -43.13% | |
| 39 | SDGR | Schrodinger Inc | 股票-其他 | 0.26% | -0.01% | -9.58% | |
| 40 | SE | Sea Ltd-adr | 股票-通訊服務 | 0.25% | -0.09% | EXIT | |
| 41 | RKLB | Rocket Lab Corporation | 股票-工業 | 0.24% | — | +8.01% | |
| 42 | TYL | Tyler Technologies Inc | 股票-科技 | 0.24% | +0.03% | NEW | |
| 43 | EEFT | Euronet Worldwide Inc | 股票-科技 | 0.23% | -0.10% | +14.69% | |
| 44 | PODD | Insulet CORP | 股票-醫療保健 | 0.23% | -0.07% | EXIT | |
| 45 | WTTR | Select Water Solutions Inc | 股票-其他 | 0.23% | -0.18% | +142.84% | |
| 46 | TOST | Toast Inc-class A | 股票-科技 | 0.22% | +0.01% | -22.72% | |
| 47 | KVYO | Klaviyo Inc-a | 股票-其他 | 0.21% | +0.01% | -7.83% | |
| 48 | MOG-A | Moog Inc-class A | 股票-其他 | 0.20% | +1.01% | -54.14% | |
| 49 | HCAT | Health Catalyst Inc | 股票-其他 | 0.20% | — | +34.51% | |
| 50 | LSCC | Lattice Semiconductor CORP | 股票-科技 | 0.20% | -0.13% | +129.21% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BAC 7.25 PERP L債券 | Bank Of America CORP | — | NEW | 新建倉 |
| 2 | WFC 7.5 PERP L債券 | Wells Fargo & Company | — | NEW | 新建倉 |
| 3 | PPL 2.875 03-15-28債券 | Ppl Capital Funding Inc | — | NEW | 新建倉 |
| 4 | DXCM 0.25 11-15-25債券 | Dexcom Inc | — | NEW | 新建倉 |
| 5 | LNT 3.875 03-15-26債券 | Alliant Energy CORP | — | NEW | 新建倉 |
| 6 | ETSY 0.25 06-15-28債券 | Etsy Inc | — | NEW | 新建倉 |
| 7 | OKTA 0.375 06-15-26債券 | Okta Inc | — | NEW | 新建倉 |
| 8 | GPN 1.5 03-01-31債券 | Global Payments Inc | — | NEW | 新建倉 |
| 9 | VTR 3.75 06-01-26債券 | Ventas Realty LP | — | NEW | 新建倉 |
| 10 | APO 6.75 07-31-26債券 | Apollo Global Management | — | NEW | 新建倉 |
| 11 | FOUR 0.5 08-01-27債券 | Shift4 Payments Inc | — | NEW | 新建倉 |
| 12 | F 0 03-15-26債券 | Ford Motor Company | — | NEW | 新建倉 |
| 13 | AWK 3.625 06-15-26債券 | American Water Capital C | — | NEW | 新建倉 |
| 14 | EXPE 0 02-15-26債券 | Expedia Group Inc | — | NEW | 新建倉 |
| 15 | NEE 7.234 11-01-27債券 | Nextera Energy Inc | — | NEW | 新建倉 |
| 16 | WIX 0 08-15-25債券 | Wix LTD | — | NEW | 新建倉 |
| 17 | EEFT 0.75 03-15-49債券 | Euronet Worldwide Inc | — | NEW | 新建倉 |
| 18 | LUV 1.25 05-01-25債券 | Southwest Airlines Co | — | NEW | 新建倉 |
| 19 | TYL 0.25 03-15-26債券 | Tyler Technologies Inc | — | NEW | 新建倉 |
| 20 | UBER 0.875 12-01-28 2028債券 | Uber Technologies Inc | — | NEW | 新建倉 |
| 21 | HPE 7.625 09-01-27債券 | Hp Enterprise Co | — | NEW | 新建倉 |
| 22 | DKNG 0 03-15-28債券 | Draftkings Holdings Inc | — | NEW | 新建倉 |
| 23 | ARES 6.75 10-01-27 B債券 | Ares Management CORP | — | NEW | 新建倉 |
| 24 | SHOPCN 0.125 11-01-25債券 | Shopify Inc | — | NEW | 新建倉 |
| 25 | BKNG | Booking Holdings Inc | — | NEW | 新建倉 |
| 26 | CHGG 0 09-01-26債券 | Chegg Inc | — | NEW | 新建倉 |
| 27 | TW | Tradeweb Markets Inc-class A | — | NEW | 新建倉 |
| 28 | OKTA | Okta Inc | — | NEW | 新建倉 |
| 29 | ✓ | Cyberark Software LTD. Cmn | — | NEW | 新建倉 |
| 30 | PEN | Penumbra Inc | — | NEW | 新建倉 |
| 31 | WIX | Wix.com Ltd. | — | NEW | 新建倉 |
| 32 | TEAM | Atlassian Corp-cl A | — | NEW | 新建倉 |
| 33 | PRO 2.25 09-15-27債券 | Pros Holdings Inc | — | NEW | 新建倉 |
| 34 | RYAN | Ryan Specialty Holdings Inc | — | NEW | 新建倉 |
| 35 | TDG | Transdigm Group Inc | — | NEW | 新建倉 |
| 36 | NTNX | Nutanix Inc - A | — | NEW | 新建倉 |
| 37 | NET | Cloudflare Inc - Class A | — | NEW | 新建倉 |
| 38 | ETSY | Etsy Inc | — | NEW | 新建倉 |
| 39 | SDGR | Schrodinger Inc | — | NEW | 新建倉 |
| 40 | SE | Sea Ltd-adr | — | NEW | 新建倉 |
| 41 | RKLB | Rocket Lab Corporation | — | NEW | 新建倉 |
| 42 | TYL | Tyler Technologies Inc | — | NEW | 新建倉 |
| 43 | EEFT | Euronet Worldwide Inc | — | NEW | 新建倉 |
| 44 | PODD | Insulet CORP | — | NEW | 新建倉 |
| 45 | WTTR | Select Water Solutions Inc | — | NEW | 新建倉 |
| 46 | TOST | Toast Inc-class A | — | NEW | 新建倉 |
| 47 | KVYO | Klaviyo Inc-a | — | NEW | 新建倉 |
| 48 | MOG-A | Moog Inc-class A | — | NEW | 新建倉 |
| 49 | HCAT | Health Catalyst Inc | — | NEW | 新建倉 |
| 50 | LSCC | Lattice Semiconductor CORP | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Pier 88 Investment Partners LLC 在 Q1 2025 季度的美股持倉總市值約為 US$4.2億，共申報了 104 個公開持股部位。
在 Q1 2025 季度，Pier 88 Investment Partners LLC 按市值排列的前三大核心持股分別為：BAC 7.25 PERP L (5.0%)、WFC 7.5 PERP L (4.9%)、PPL 2.875 03-15-28 (4.7%)。其中最大持股部位 BAC 7.25 PERP L 佔據整體投資組合約 5.0% 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
BAC 7.25 PERP L
市值: US$2609.0萬
在 Q1 2025 季度中，Pier 88 Investment Partners LLC 共進行了 104 項持倉異動，包含新建倉 104 個部位、加碼 0 個部位、減碼 0 個部位以及清倉 0 個部位。 其中最大新建倉標的為 BAC 7.25 PERP L。
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。