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: 0001592643
申報總市值
US$202.2億
US$202.2億
147 檔
28.9%
在 Q3 2024 申報期間，Select Equity Group, L.P.（CIK: 0001592643）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$202.2億，共持有 147 個公開申報部位。
從 Q3 2024 申報觀察，Select Equity Group, L.P. 採取防禦導向的調倉策略，本季減碼 80 檔個股並出清 27 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 LYV, SGI, CRH）累計市值佔比達 28.9%，是驅動 Select Equity Group, L.P. 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 | LYV | Live Nation Entertainment In | 股票-通訊服務 | 4.94% | -0.07% | -2.84% | |
| 2 | SGI | Somnigroup International Inc | 股票-循環性消費 | 4.27% | -0.06% | -3.10% | |
| 3 | CRH | CRH plc | 股票-原物料 | 4.16% | -0.19% | -14.45% | |
| 4 | CDW | Cdw Corp/de | 股票-科技 | 3.89% | -0.52% | -1.27% | |
| 5 | WAB | Wabtec CORP | 股票-工業 | 3.71% | -0.51% | +0.35% | |
| 6 | BRO | Brown & Brown Inc | 股票-金融 | 3.56% | -1.13% | -27.11% | |
| 7 | MLM | Martin Marietta Materials | 股票-原物料 | 3.38% | -0.23% | -16.55% | |
| 8 | MIDD | Middleby CORP | 股票-工業 | 3.28% | -0.54% | +3.16% | |
| 9 | DAY | Dayforce Inc | 股票-其他 | 3.11% | — | -2.72% | |
| 10 | FBIN | Fortune Brands Innovations I | 股票-工業 | 2.75% | -0.15% | +35.29% | |
| 11 | SIG | Signet Jewelers Limited | 股票-循環性消費 | 2.62% | -0.38% | +1.74% | |
| 12 | CNM | Core & Main Inc-class A | 股票-工業 | 2.61% | -0.44% | +6.15% | |
| 13 | SCI | Service CORP International | 股票-循環性消費 | 2.59% | -1.33% | +26.02% | |
| 14 | RVTY | Revvity Inc | 股票-醫療保健 | 2.37% | — | -29.80% | |
| 15 | ITT | Itt Inc | 股票-工業 | 2.28% | -0.43% | +26.87% | |
| 16 | MORN | Morningstar Inc | 股票-金融 | 2.02% | -0.55% | EXIT | |
| 17 | ALC | Alcon Inc. | 股票-醫療保健 | 1.93% | -0.21% | — | |
| 18 | BN | Brookfield CORP | 股票-金融 | 1.86% | -0.12% | — | |
| 19 | TRMB | Trimble Inc | 股票-科技 | 1.85% | -0.58% | -4.70% | |
| 20 | VIK | Viking Holdings Ltd | 股票-循環性消費 | 1.71% | +0.39% | +216.68% | |
| 21 | TTC | Toro Co | 股票-工業 | 1.68% | — | -2.26% | |
| 22 | ENTG | Entegris Inc | 股票-科技 | 1.65% | +1.57% | -2.66% | |
| 23 | EME | Emcor Group Inc | 股票-工業 | 1.62% | -0.38% | -10.26% | |
| 24 | TSCO | Tractor Supply Company | 股票-循環性消費 | 1.58% | -2.40% | -2.77% | |
| 25 | CLH | Clean Harbors Inc | 股票-工業 | 1.45% | -0.58% | -8.40% | |
| 26 | PWR | Quanta Services Inc | 股票-工業 | 1.45% | -0.74% | EXIT | |
| 27 | AOS | Smith (a.o.) CORP | 股票-工業 | 1.36% | — | +9.56% | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 1.19% | +0.58% | +16.29% | |
| 29 | APO | Apollo Global Management Inc | 股票-金融 | 1.05% | +0.16% | -10.11% | |
| 30 | FTV | Fortive CORP | 股票-科技 | 1.01% | -0.11% | +35.44% | |
| 31 | GRMN | Garmin Ltd. | 股票-科技 | 0.96% | -0.43% | EXIT | |
| 32 | RMD | Resmed Inc | 股票-醫療保健 | 0.93% | — | — | |
| 33 | MHK | Mohawk Industries Inc | 股票-循環性消費 | 0.90% | +0.04% | NEW | |
| 34 | JLL | Jones Lang Lasalle Inc | 股票-房地產 | 0.89% | — | +240.31% | |
| 35 | TDY | Teledyne Technologies Inc | 股票-科技 | 0.87% | -0.14% | -43.18% | |
| 36 | STE | STERIS plc | 股票-醫療保健 | 0.85% | -0.46% | +33.72% | |
| 37 | BIO | Bio-rad Laboratories-a | 股票-醫療保健 | 0.85% | -0.07% | EXIT | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.82% | +0.64% | -47.15% | |
| 39 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.82% | +0.02% | +162.35% | |
| 40 | NEOG | Neogen CORP | 股票-醫療保健 | 0.80% | — | -14.74% | |
| 41 | ✓ | On Holding AG | 股票-其他 | 0.79% | -0.43% | -40.91% | |
| 42 | PAYX | Paychex Inc | 股票-科技 | 0.78% | -0.60% | +8.48% | |
| 43 | CRM | Salesforce Inc | 股票-科技 | 0.77% | +0.02% | +40.32% | |
| 44 | CP | Canadian Pacific Kansas City | 股票-工業 | 0.71% | -0.13% | — | |
| 45 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事業 | 0.68% | -0.01% | +29.16% | |
| 46 | CACI | Caci International Inc -cl A | 股票-科技 | 0.60% | — | +127.88% | |
| 47 | PII | Polaris Inc | 股票-循環性消費 | 0.59% | — | +360.12% | |
| 48 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.57% | +0.12% | -22.05% | |
| 49 | DVA | Davita Inc | 股票-醫療保健 | 0.56% | — | — | |
| 50 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.55% | -0.10% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ALC | Alcon Inc. | +1.9% | NEW | 新建倉 |
| 2 | BN | Brookfield CORP | +1.9% | NEW | 新建倉 |
| 3 | VIK | Viking Holdings Ltd | +1.1% | +216.68% | 加碼 |
| 4 | FBIN | Fortune Brands Innovations I | +1.1% | +35.29% | 加碼 |
| 5 | RMD | Resmed Inc | +0.9% | NEW | 新建倉 |
| 6 | CP | Canadian Pacific Kansas City | +0.7% | NEW | 新建倉 |
| 7 | JLL | Jones Lang Lasalle Inc | +0.7% | +240.31% | 加碼 |
| 8 | ITT | Itt Inc | +0.6% | +26.87% | 加碼 |
| 9 | SCI | Service CORP International | +0.6% | +26.02% | 加碼 |
| 10 | DVA | Davita Inc | +0.6% | NEW | 新建倉 |
| 11 | SHOP | Shopify Inc - Class A | +0.5% | +162.35% | 加碼 |
| 12 | PII | Polaris Inc | +0.5% | +360.12% | 加碼 |
| 13 | CACI | Caci International Inc -cl A | +0.4% | +127.88% | 加碼 |
| 14 | DAY | Dayforce Inc | +0.3% | -2.72% | 減碼 |
| 15 | EL | Estee Lauder Companies-cl A | +0.3% | NEW | 新建倉 |
| 16 | CR | Crane Co | +0.3% | +312.80% | 加碼 |
| 17 | FTV | Fortive CORP | +0.2% | +35.44% | 加碼 |
| 18 | TRU | Transunion | +0.2% | NEW | 新建倉 |
| 19 | BIP | Brookfield Infrastructure Partners L.P. | +0.2% | +29.16% | 加碼 |
| 20 | STE | STERIS plc | +0.2% | +33.72% | 加碼 |
| 21 | LH | Labcorp Holdings Inc | +0.2% | +75.07% | 加碼 |
| 22 | WDAY | Workday Inc-class A | +0.2% | +176.49% | 加碼 |
| 23 | MIDD | Middleby CORP | +0.2% | +3.16% | 加碼 |
| 24 | CRM | Salesforce Inc | +0.2% | +40.32% | 加碼 |
| 25 | WAB | Wabtec CORP | +0.2% | +0.35% | 加碼 |
| 26 | LYV | Live Nation Entertainment In | +0.2% | -2.84% | 減碼 |
| 27 | SIG | Signet Jewelers Limited | +0.2% | +1.74% | 加碼 |
| 28 | KEX | Kirby CORP | +0.2% | +78.79% | 加碼 |
| 29 | RH | Rh | +0.2% | NEW | 新建倉 |
| 30 | HLNE | Hamilton Lane Inc-class A | +0.2% | NEW | 新建倉 |
| 31 | BIO | Bio-rad Laboratories-a | +0.2% | +9.07% | 加碼 |
| 32 | MHK | Mohawk Industries Inc | +0.1% | -8.76% | 減碼 |
| 33 | PWR | Quanta Services Inc | +0.1% | +2.26% | 加碼 |
| 34 | AOS | Smith (a.o.) CORP | +0.1% | +9.56% | 加碼 |
| 35 | V | Visa Inc-class A Shares | +0.1% | +16.29% | 加碼 |
| 36 | APG | Api Group CORP | +0.1% | +56.72% | 加碼 |
| 37 | CAE | Cae Inc | +0.1% | NEW | 新建倉 |
| 38 | SGI | Somnigroup International Inc | +0.1% | -3.10% | 減碼 |
| 39 | PAYX | Paychex Inc | +0.1% | +8.48% | 加碼 |
| 40 | USLM | United States Lime & Mineral | +0.1% | NEW | 新建倉 |
| 41 | ADSK | Autodesk Inc | +0.1% | +34.87% | 加碼 |
| 42 | COO | Cooper Cos Inc/the | +0.1% | NEW | 新建倉 |
| 43 | CINF | Cincinnati Financial CORP | +0.1% | +5.93% | 加碼 |
| 44 | PTC | Ptc Inc | +0.1% | +21.23% | 加碼 |
| 45 | COHR | Coherent CORP | 0% | -3.35% | 減碼 |
| 46 | AVGO | Broadcom Inc | 0% | NEW | 新建倉 |
| 47 | PFE | Pfizer Inc | 0% | NEW | 新建倉 |
| 48 | HUBG | Hub Group Inc-cl A | 0% | +5.70% | 加碼 |
| 49 | AMD | Advanced Micro Devices | 0% | NEW | 新建倉 |
| 50 | BWIN | Baldwin Insurance Group Inc/ | 0% | +81.36% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Select Equity Group, L.P. 在 Q3 2024 季度的美股持倉總市值約為 US$202.2億，共申報了 147 個公開持股部位。
在 Q3 2024 季度，Select Equity Group, L.P. 按市值排列的前三大核心持股分別為：LYV (4.9%)、SGI (4.3%)、CRH (4.2%)。其中最大持股部位 LYV 佔據整體投資組合約 4.9% 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
ALC
市值: US$5.4億
本季最大獲利了結 / 清倉標的
POOL
前期市值: US$1.1億
在 Q3 2024 季度中，Select Equity Group, L.P. 共進行了 174 項持倉異動，包含新建倉 21 個部位、加碼 46 個部位、減碼 80 個部位以及清倉 27 個部位。 其中最大新建倉標的為 ALC。 本季清倉部位包含 POOL。
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。