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: 0001256071
申報總市值
US$4.1億
US$4.1億
115 檔
192.6%
在 Q4 2024 的 13F 官方備案中，Platinum Investment Management LTD 管理的美股投資組合規模來到 US$4.1億，整體持股檔數為 115 檔。
從 Q4 2024 申報觀察，Platinum Investment Management LTD 採取防禦導向的調倉策略，本季減碼 52 檔個股並出清 25 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 ZTO, TRU, GOOGL）累計市值佔比達 192.6%，是驅動 Platinum Investment Management LTD 該季度整體投資組合績效表現的核心支柱。
| # | 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 | ZTO | Zto Express Cayman Inc-adr | 股票-其他 | 13.83% | -1.68% | -22.57% | |
| 2 | TRU | Transunion | 股票-金融 | 9.38% | +0.01% | -8.85% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 8.30% | -0.87% | EXIT | |
| 4 | ICE | Intercontinental Exchange In | 股票-金融 | 7.33% | -0.23% | -13.00% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 7.18% | +0.39% | +35.95% | |
| 6 | SLB | Slb LTD | 股票-能源 | 4.75% | — | +18.09% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.25% | +0.36% | +32.84% | |
| 8 | NICE | Nice LTD - Spon Adr | 股票-科技 | 4.04% | — | +40.89% | |
| 9 | LW | Lamb Weston Holdings Inc | 股票-非循環性消費 | 3.93% | — | -6.09% | |
| 10 | CCJ | Cameco CORP | 股票-能源 | 3.15% | -0.10% | -64.33% | |
| 11 | PDD | Pdd Holdings Inc | 股票-循環性消費 | 2.87% | -0.55% | -53.83% | |
| 12 | TCOM | Trip.com Group Ltd-adr | 股票-循環性消費 | 2.73% | -1.32% | -53.41% | |
| 13 | BAX | Baxter International Inc | 股票-醫療保健 | 2.58% | — | -4.93% | |
| 14 | MU | Micron Technology Inc | 股票-科技 | 2.41% | +3.04% | -7.15% | |
| 15 | VAL | Valaris Limited | 股票-能源 | 2.12% | -0.32% | -4.96% | |
| 16 | PBR | Petroleo Brasileiro-spon Adr | 股票-能源 | 1.64% | — | -5.24% | |
| 17 | DDL | Dingdong Cayman LTD -spn Adr | 股票-其他 | 1.57% | -1.12% | -5.05% | |
| 18 | SWKS | Skyworks Solutions Inc | 股票-科技 | 1.35% | — | -51.84% | |
| 19 | NOAH | Noah Holdings Ltd-spon Ads | 股票-其他 | 1.34% | -0.04% | -4.14% | |
| 20 | STNG | Scorpio Tankers Inc. | 股票-其他 | 1.17% | — | -9.69% | |
| 21 | JD | Jd.com Inc-adr | 股票-循環性消費 | 0.93% | -0.03% | -8.49% | |
| 22 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.77% | — | -7.07% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.67% | +0.18% | -11.44% | |
| 24 | FLUT | Flutter Entertainment plc | 股票-循環性消費 | 0.61% | — | -21.57% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.56% | +0.04% | -15.13% | |
| 26 | HTHT | H World Group Ltd-adr | 股票-其他 | 0.48% | -0.29% | -13.25% | |
| 27 | AS | Amer Sports, Inc. | 股票-循環性消費 | 0.41% | -0.08% | -16.67% | |
| 28 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.38% | -1.07% | — | |
| 29 | ROIV | Roivant Sciences Ltd. | 股票-醫療保健 | 0.37% | +0.15% | — | |
| 30 | 260 | Centessa Pharmaceuticals-adr | 股票-其他 | 0.36% | -1.38% | EXIT | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.31% | +0.03% | — | |
| 32 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.30% | — | +4466.21% | |
| 33 | BIRK | Birkenstock Holding plc | 股票-其他 | 0.30% | -0.26% | — | |
| 34 | VERA | Vera Therapeutics Inc | 股票-其他 | 0.30% | +0.05% | -12.90% | |
| 35 | IMVT | Immunovant Inc | 股票-其他 | 0.29% | +0.23% | +5.24% | |
| 36 | CSGP | Costar Group Inc | 股票-房地產 | 0.29% | -0.51% | +40.00% | |
| 37 | RXRX | Recursion Pharmaceuticals-a | 股票-醫療保健 | 0.29% | — | +293.92% | |
| 38 | ELF | Elf Beauty Inc | 股票-非循環性消費 | 0.28% | -0.29% | — | |
| 39 | ZYME | Zymeworks Inc | 股票-其他 | 0.26% | +0.02% | -6.43% | |
| 40 | AAPL | Apple Inc | 股票-科技 | 0.26% | — | -12.50% | |
| 41 | APGE | Apogee Therapeutics Inc | 股票-其他 | 0.25% | +0.66% | -11.19% | |
| 42 | BCYC | Bicycle Therapeutics Plc-adr | 股票-其他 | 0.25% | -0.22% | EXIT | |
| 43 | ✓ | Proqr Therapeutics N.v. | 股票-其他 | 0.24% | +0.03% | — | |
| 44 | IDYA | Ideaya Biosciences Inc | 股票-其他 | 0.23% | +0.50% | +5.53% | |
| 45 | WVE | Wave Life Sciences Ltd. | 股票-其他 | 0.23% | -0.11% | -32.42% | |
| 46 | MSFT | Microsoft CORP | 股票-科技 | 0.22% | -0.39% | EXIT | |
| 47 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 0.21% | -0.49% | EXIT | |
| 48 | NFLX | Netflix Inc | 股票-通訊服務 | 0.19% | -0.68% | -18.16% | |
| 49 | ✓ | Adc Therapeutics SA | 股票-其他 | 0.19% | -0.79% | +11.63% | |
| 50 | MBX | Mbx Biosciences Inc | 股票-其他 | 0.18% | +0.26% | +8.06% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +4.2% | +35.95% | 加碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +3.5% | +16.32% | 加碼 |
| 3 | GOOG | Alphabet Inc-cl C | +2.1% | +32.84% | 加碼 |
| 4 | NICE | Nice LTD - Spon Adr | +1.8% | +40.89% | 加碼 |
| 5 | SLB | Slb LTD | +1.4% | +18.09% | 加碼 |
| 6 | LW | Lamb Weston Holdings Inc | +0.8% | -6.09% | 減碼 |
| 7 | TRU | Transunion | +0.4% | -8.85% | 減碼 |
| 8 | ICE | Intercontinental Exchange In | +0.3% | -13.00% | 減碼 |
| 9 | PYPL | Paypal Holdings Inc | +0.3% | +4466.21% | 加碼 |
| 10 | ELF | Elf Beauty Inc | +0.3% | NEW | 新建倉 |
| 11 | ✓ | Proqr Therapeutics N.v. | +0.2% | NEW | 新建倉 |
| 12 | RXRX | Recursion Pharmaceuticals-a | +0.2% | +293.92% | 加碼 |
| 13 | AMZN | Amazon.com Inc | +0.2% | -7.07% | 減碼 |
| 14 | NOAH | Noah Holdings Ltd-spon Ads | +0.2% | -4.14% | 減碼 |
| 15 | DDL | Dingdong Cayman LTD -spn Adr | +0.2% | -5.05% | 減碼 |
| 16 | AS | Amer Sports, Inc. | +0.2% | -16.67% | 減碼 |
| 17 | MA | Mastercard Inc - A | +0.2% | NEW | 新建倉 |
| 18 | PBR | Petroleo Brasileiro-spon Adr | +0.1% | -5.24% | 減碼 |
| 19 | CSGP | Costar Group Inc | +0.1% | +40.00% | 加碼 |
| 20 | V | Visa Inc-class A Shares | +0.1% | -15.13% | 減碼 |
| 21 | SWTXUSD | Springworks Therapeutics Inc | +0.1% | NEW | 新建倉 |
| 22 | META | Meta Platforms Inc-class A | +0.1% | -11.44% | 減碼 |
| 23 | BIRK | Birkenstock Holding plc | +0.1% | — | 不變 |
| 24 | PTC | Ptc Inc | +0.1% | NEW | 新建倉 |
| 25 | ROIV | Roivant Sciences Ltd. | +0.1% | — | 不變 |
| 26 | LRCX | Lam Research CORP | +0.1% | NEW | 新建倉 |
| 27 | ZYME | Zymeworks Inc | +0.1% | -6.43% | 減碼 |
| 28 | FLUT | Flutter Entertainment plc | +0.1% | -21.57% | 減碼 |
| 29 | UBER | Uber Technologies Inc | +0.1% | NEW | 新建倉 |
| 30 | ADSK | Autodesk Inc | +0.1% | +153.86% | 加碼 |
| 31 | WVE | Wave Life Sciences Ltd. | +0.1% | -32.42% | 減碼 |
| 32 | CPNG | Coupang Inc | +0.1% | NEW | 新建倉 |
| 33 | 260 | Centessa Pharmaceuticals-adr | +0.1% | -13.83% | 減碼 |
| 34 | JNJ | Johnson & Johnson | +0.1% | — | 不變 |
| 35 | CDNS | Cadence Design Sys Inc | +0.1% | +42.88% | 加碼 |
| 36 | AAPL | Apple Inc | +0.1% | -12.50% | 減碼 |
| 37 | TRMD | TORM plc | +0.1% | +92.48% | 加碼 |
| 38 | NFLX | Netflix Inc | +0.1% | -18.16% | 減碼 |
| 39 | VEEV | Veeva Systems Inc-class A | +0.1% | — | 不變 |
| 40 | MGTX | MeiraGTx Holdings plc | 0% | — | 不變 |
| 41 | IMVT | Immunovant Inc | 0% | +5.24% | 加碼 |
| 42 | SNPS | Synopsys Inc | 0% | +39.78% | 加碼 |
| 43 | MSFT | Microsoft CORP | 0% | — | 不變 |
| 44 | ZTS | Zoetis Inc | 0% | — | 不變 |
| 45 | VERA | Vera Therapeutics Inc | 0% | -12.90% | 減碼 |
| 46 | APH | Amphenol Corp-cl A | 0% | NEW | 新建倉 |
| 47 | TTD | Trade Desk Inc/the -class A | 0% | NEW | 新建倉 |
| 48 | CDXS | Codexis Inc | 0% | — | 不變 |
| 49 | ALLKGUSD | Allakos Inc | 0% | -23.03% | 減碼 |
| 50 | ESPR | Esperion Therapeutics Inc | 0% | -23.13% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Platinum Investment Management LTD 在 Q4 2024 季度的美股持倉總市值約為 US$4.1億，共申報了 115 個公開持股部位。
在 Q4 2024 季度，Platinum Investment Management LTD 按市值排列的前三大核心持股分別為：ZTO (13.8%)、TRU (9.4%)、GOOGL (8.3%)。其中最大持股部位 ZTO 佔據整體投資組合約 13.8% 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
ELF
市值: US$468.3萬
本季最大獲利了結 / 清倉標的
MCHP
前期市值: US$5762.9萬
在 Q4 2024 季度中，Platinum Investment Management LTD 共進行了 123 項持倉異動，包含新建倉 18 個部位、加碼 28 個部位、減碼 52 個部位以及清倉 25 個部位。 其中最大新建倉標的為 ELF。 本季清倉部位包含 MCHP。
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。