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: 0001710593
申報總市值
US$1.6億
US$1.6億
46 檔
33.3%
Q2 2025 季度申報顯示，Savoir Faire Capital Management, L.P. 揭露的美股組合總市值為 US$1.6億，涵蓋 46 個不同之權益投資部位。
在 Q2 2025，Savoir Faire Capital Management, L.P. 操作展現出積極擴展與加碼意向。本季共新建倉 2 個新部位，並對 41 個既有持股進行加碼（合計增持 43 檔），相較減碼與清倉部位顯著佔優。
整體而言，Savoir Faire Capital Management, L.P. 的前 5 大持股（包含 AMZN, BURL, KO）貢獻了組合市值的 33.3%，形成該機構在 Q2 2025 季度的基本面基石。
| # | 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 | AMZN | Amazon.com Inc | 股票-循環性消費 | 5.84% | -1.43% | +81.13% | |
| 2 | BURL | Burlington Stores Inc | 股票-循環性消費 | 5.82% | -0.80% | +95.01% | |
| 3 | KO | Coca-cola Co/the | 股票-非循環性消費 | 4.94% | +1.22% | +360.65% | |
| 4 | BTI | British American Tob-sp Adr | 股票-非循環性消費 | 4.77% | +1.84% | +51.90% | |
| 5 | AAP | Advance Auto Parts Inc | 股票-循環性消費 | 4.58% | -0.46% | +101.17% | |
| 6 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 4.45% | -0.20% | +41.99% | |
| 7 | WING | Wingstop Inc | 股票-循環性消費 | 4.44% | +0.31% | +45.09% | |
| 8 | DG | Dollar General CORP | 股票-非循環性消費 | 4.08% | +0.45% | +20.68% | |
| 9 | PM | Philip Morris International | 股票-非循環性消費 | 3.88% | -0.27% | +446.52% | |
| 10 | TJX | Tjx Companies Inc | 股票-循環性消費 | 3.33% | -0.09% | +67.24% | |
| 11 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 3.12% | -0.49% | — | |
| 12 | BROS | Dutch Bros Inc-class A | 股票-循環性消費 | 2.87% | +0.82% | +42.51% | |
| 13 | SAM | Boston Beer Company Inc-a | 股票-非循環性消費 | 2.79% | -0.80% | +46.84% | |
| 14 | DLTR | Dollar Tree Inc | 股票-非循環性消費 | 2.57% | -0.45% | +60.28% | |
| 15 | CAG | Conagra Brands Inc | 股票-非循環性消費 | 2.41% | — | +46.61% | |
| 16 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 2.28% | -1.20% | +114.17% | |
| 17 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 2.26% | -0.51% | +20.02% | |
| 18 | CELH | Celsius Holdings Inc | 股票-非循環性消費 | 2.22% | +0.01% | +39.43% | |
| 19 | TXRH | Texas Roadhouse Inc | 股票-循環性消費 | 2.19% | -0.14% | +69.21% | |
| 20 | PZZA | Papa John's Intl Inc | 股票-其他 | 2.17% | -0.21% | +119.98% | |
| 21 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.16% | — | +88.73% | |
| 22 | PFGC | Performance Food Group Co | 股票-非循環性消費 | 2.15% | +0.21% | +39.72% | |
| 23 | WMT | Walmart Inc | 股票-非循環性消費 | 1.90% | +1.89% | +144.26% | |
| 24 | CLX | Clorox Company | 股票-非循環性消費 | 1.59% | — | +39.51% | |
| 25 | FRPT | Freshpet Inc | 股票-非循環性消費 | 1.58% | -0.03% | +56.55% | |
| 26 | HLT | Hilton Worldwide Holdings In | 股票-循環性消費 | 1.57% | -0.14% | +25.40% | |
| 27 | VFC | Vf CORP | 股票-循環性消費 | 1.46% | +0.28% | +115.66% | |
| 28 | WH | Wyndham Hotels & Resorts Inc | 股票-循環性消費 | 1.44% | -0.22% | +38.35% | |
| 29 | TGT | Target CORP | 股票-循環性消費 | 1.43% | — | -0.22% | |
| 30 | LEVI | Levi Strauss & Co- Class A | 股票-其他 | 1.27% | +0.20% | +138.60% | |
| 31 | FUN | Six Flags Entertainment CORP | 股票-其他 | 1.20% | -0.03% | +22.00% | |
| 32 | QSR | Restaurant Brands Intern | 股票-循環性消費 | 1.19% | -0.41% | EXIT | |
| 33 | SMPL | Simply Good Foods Co/the | 股票-其他 | 1.13% | — | +39.23% | |
| 34 | BRBR | Bellring Brands Inc | 股票-非循環性消費 | 1.12% | — | +215.30% | |
| 35 | ACI | Albertsons Cos Inc - Class A | 股票-非循環性消費 | 1.08% | -0.39% | +419.20% | |
| 36 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 1.07% | +0.62% | +183.01% | |
| 37 | CPB | THE Campbell's Company | 股票-非循環性消費 | 0.83% | — | +34.74% | |
| 38 | MGM | Mgm Resorts International | 股票-循環性消費 | 0.81% | — | +34.97% | |
| 39 | BF-B | Brown-forman Corp-class B | 股票-其他 | 0.80% | — | +73.00% | |
| 40 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.64% | -0.09% | — | |
| 41 | CCL1EUR | Carnival CORP LTD | 股票-循環性消費 | 0.58% | — | +34.91% | |
| 42 | USFD | US Foods Holding CORP | 股票-非循環性消費 | 0.55% | +0.43% | +34.58% | |
| 43 | CHH | Choice Hotels Intl Inc | 股票-循環性消費 | 0.50% | -0.10% | +35.70% | |
| 44 | TNL | Travel + Leisure Co | 股票-循環性消費 | 0.44% | -0.05% | +34.65% | |
| 45 | NWL | Newell Brands Inc | 股票-非循環性消費 | 0.25% | — | -31.63% | |
| 46 | ELF | Elf Beauty Inc | 股票-非循環性消費 | 0.24% | +0.29% | -75.82% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CHD | Church & Dwight Co Inc | +3.1% | NEW | 新建倉 |
| 2 | KO | Coca-cola Co/the | +3% | +360.65% | 加碼 |
| 3 | PM | Philip Morris International | +2.8% | +446.52% | 加碼 |
| 4 | AAP | Advance Auto Parts Inc | +1.1% | +101.17% | 加碼 |
| 5 | AMZN | Amazon.com Inc | +0.8% | +81.13% | 加碼 |
| 6 | WING | Wingstop Inc | +0.7% | +45.09% | 加碼 |
| 7 | ACI | Albertsons Cos Inc - Class A | +0.7% | +419.20% | 加碼 |
| 8 | PZZA | Papa John's Intl Inc | +0.7% | +119.98% | 加碼 |
| 9 | KMB | Kimberly-clark CORP | +0.6% | NEW | 新建倉 |
| 10 | WMT | Walmart Inc | +0.6% | +144.26% | 加碼 |
| 11 | LEVI | Levi Strauss & Co- Class A | +0.5% | +138.60% | 加碼 |
| 12 | DLTR | Dollar Tree Inc | +0.4% | +60.28% | 加碼 |
| 13 | CL | Colgate-palmolive Co | +0.4% | +183.01% | 加碼 |
| 14 | BRBR | Bellring Brands Inc | +0.3% | +215.30% | 加碼 |
| 15 | BURL | Burlington Stores Inc | +0.3% | +95.01% | 加碼 |
| 16 | MKC | Mccormick & Co-non Vtg Shrs | +0.2% | +114.17% | 加碼 |
| 17 | COST | Costco Wholesale CORP | +0.2% | +88.73% | 加碼 |
| 18 | TXRH | Texas Roadhouse Inc | +0.1% | +69.21% | 加碼 |
| 19 | CCL1EUR | Carnival CORP LTD | 0% | +34.91% | 加碼 |
| 20 | CELH | Celsius Holdings Inc | 0% | +39.43% | 加碼 |
| 21 | USFD | US Foods Holding CORP | -0.1% | +34.58% | 加碼 |
| 22 | TNL | Travel + Leisure Co | -0.1% | +34.65% | 加碼 |
| 23 | MGM | Mgm Resorts International | -0.1% | +34.97% | 加碼 |
| 24 | VFC | Vf CORP | -0.2% | +115.66% | 加碼 |
| 25 | BTI | British American Tob-sp Adr | -0.2% | +51.90% | 加碼 |
| 26 | CHH | Choice Hotels Intl Inc | -0.2% | +35.70% | 加碼 |
| 27 | TJX | Tjx Companies Inc | -0.2% | +67.24% | 加碼 |
| 28 | BF-B | Brown-forman Corp-class B | -0.3% | +73.00% | 加碼 |
| 29 | COTY | Coty Inc-cl A | -0.3% | EXIT | 清倉 |
| 30 | PFGC | Performance Food Group Co | -0.4% | +39.72% | 加碼 |
| 31 | QSR | Restaurant Brands Intern | -0.4% | +39.56% | 加碼 |
| 32 | HLT | Hilton Worldwide Holdings In | -0.4% | +25.40% | 加碼 |
| 33 | BROS | Dutch Bros Inc-class A | -0.4% | +42.51% | 加碼 |
| 34 | SMPL | Simply Good Foods Co/the | -0.5% | +39.23% | 加碼 |
| 35 | NWL | Newell Brands Inc | -0.5% | -31.63% | 減碼 |
| 36 | BGS | B&g Foods Inc | -0.6% | EXIT | 清倉 |
| 37 | CMG | Chipotle Mexican Grill Inc | -0.6% | +41.99% | 加碼 |
| 38 | CPB | THE Campbell's Company | -0.6% | +34.74% | 加碼 |
| 39 | DG | Dollar General CORP | -0.6% | +20.68% | 加碼 |
| 40 | FRPT | Freshpet Inc | -0.7% | +56.55% | 加碼 |
| 41 | WH | Wyndham Hotels & Resorts Inc | -0.7% | +38.35% | 加碼 |
| 42 | ELF | Elf Beauty Inc | -0.7% | -75.82% | 減碼 |
| 43 | FUN | Six Flags Entertainment CORP | -0.9% | +22.00% | 加碼 |
| 44 | CLX | Clorox Company | -0.9% | +39.51% | 加碼 |
| 45 | TGT | Target CORP | -1.3% | -0.22% | 減碼 |
| 46 | CAG | Conagra Brands Inc | -1.5% | +46.61% | 加碼 |
| 47 | SAM | Boston Beer Company Inc-a | -1.5% | +46.84% | 加碼 |
| 48 | STZ | Constellation Brands Inc-a | -1.6% | +20.02% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Savoir Faire Capital Management, L.P. 在 Q2 2025 季度的美股持倉總市值約為 US$1.6億，共申報了 46 個公開持股部位。
在 Q2 2025 季度，Savoir Faire Capital Management, L.P. 按市值排列的前三大核心持股分別為：AMZN (5.8%)、BURL (5.8%)、KO (4.9%)。其中最大持股部位 AMZN 佔據整體投資組合約 5.8% 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
CHD
市值: US$644.4萬
本季最大獲利了結 / 清倉標的
BGS
前期市值: US$69.6萬
在 Q2 2025 季度中，Savoir Faire Capital Management, L.P. 共進行了 48 項持倉異動，包含新建倉 2 個部位、加碼 41 個部位、減碼 3 個部位以及清倉 2 個部位。 其中最大新建倉標的為 CHD。 本季清倉部位包含 BGS。
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。