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
149 檔
24.7%
Q4 2024 季度申報顯示，Select Equity Group, L.P. 揭露的美股組合總市值為 US$202.2億，涵蓋 149 個不同之權益投資部位。
Select Equity Group, L.P. 在 Q4 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 102 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 LYV, SGI, CRH）占據了總市值的 24.7%，展現出該機構在 Q4 2024 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 | LYV | Live Nation Entertainment In | 股票-通訊服務 | 4.34% | -0.07% | -32.86% | |
| 2 | SGI | Somnigroup International Inc | 股票-循環性消費 | 4.23% | -0.06% | -13.87% | |
| 3 | CRH | CRH plc | 股票-原物料 | 4.05% | -0.19% | -11.87% | |
| 4 | WAB | Wabtec CORP | 股票-工業 | 3.87% | -0.51% | -9.57% | |
| 5 | MIDD | Middleby CORP | 股票-工業 | 3.38% | -0.54% | -4.14% | |
| 6 | DAY | Dayforce Inc | 股票-其他 | 3.29% | — | -19.41% | |
| 7 | BRO | Brown & Brown Inc | 股票-金融 | 3.23% | -1.13% | -16.65% | |
| 8 | VIK | Viking Holdings Ltd | 股票-循環性消費 | 3.02% | +0.39% | +26.86% | |
| 9 | MLM | Martin Marietta Materials | 股票-原物料 | 2.89% | -0.23% | -19.49% | |
| 10 | TRMB | Trimble Inc | 股票-科技 | 2.85% | -0.58% | +22.39% | |
| 11 | CNM | Core & Main Inc-class A | 股票-工業 | 2.67% | -0.44% | -19.49% | |
| 12 | SCI | Service CORP International | 股票-循環性消費 | 2.63% | -1.33% | -9.01% | |
| 13 | ITT | Itt Inc | 股票-工業 | 2.59% | -0.43% | +7.71% | |
| 14 | CDW | Cdw Corp/de | 股票-科技 | 2.42% | -0.52% | -26.95% | |
| 15 | FBIN | Fortune Brands Innovations I | 股票-工業 | 2.32% | -0.15% | -0.21% | |
| 16 | ALC | Alcon Inc. | 股票-醫療保健 | 2.20% | -0.21% | +21.07% | |
| 17 | STE | STERIS plc | 股票-醫療保健 | 2.12% | -0.46% | +165.30% | |
| 18 | EME | Emcor Group Inc | 股票-工業 | 1.92% | -0.38% | +1.58% | |
| 19 | BN | Brookfield CORP | 股票-金融 | 1.85% | -0.12% | -16.72% | |
| 20 | MORN | Morningstar Inc | 股票-金融 | 1.84% | -0.55% | EXIT | |
| 21 | SIG | Signet Jewelers Limited | 股票-循環性消費 | 1.78% | -0.38% | -21.36% | |
| 22 | TSCO | Tractor Supply Company | 股票-循環性消費 | 1.62% | -2.40% | +405.59% | |
| 23 | CLH | Clean Harbors Inc | 股票-工業 | 1.60% | -0.58% | +4.81% | |
| 24 | TTC | Toro Co | 股票-工業 | 1.56% | — | -9.06% | |
| 25 | DVA | Davita Inc | 股票-醫療保健 | 1.53% | — | +172.40% | |
| 26 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.50% | +0.02% | +25.54% | |
| 27 | ENTG | Entegris Inc | 股票-科技 | 1.50% | +1.57% | -6.79% | |
| 28 | LH | Labcorp Holdings Inc | 股票-醫療保健 | 1.45% | -0.23% | +150.95% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 1.36% | +0.58% | -9.85% | |
| 30 | FTV | Fortive CORP | 股票-科技 | 1.28% | -0.11% | +20.13% | |
| 31 | RVTY | Revvity Inc | 股票-醫療保健 | 1.06% | — | -53.92% | |
| 32 | PAYX | Paychex Inc | 股票-科技 | 0.98% | -0.60% | +8.02% | |
| 33 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.95% | +0.64% | -8.50% | |
| 34 | TDY | Teledyne Technologies Inc | 股票-科技 | 0.93% | -0.14% | -9.22% | |
| 35 | PWR | Quanta Services Inc | 股票-工業 | 0.92% | -0.74% | EXIT | |
| 36 | AOS | Smith (a.o.) CORP | 股票-工業 | 0.91% | — | -20.80% | |
| 37 | CP | Canadian Pacific Kansas City | 股票-工業 | 0.89% | -0.13% | +32.72% | |
| 38 | GRMN | Garmin Ltd. | 股票-科技 | 0.83% | -0.43% | EXIT | |
| 39 | MHK | Mohawk Industries Inc | 股票-循環性消費 | 0.71% | +0.04% | NEW | |
| 40 | JLL | Jones Lang Lasalle Inc | 股票-房地產 | 0.71% | — | -22.94% | |
| 41 | PTC | Ptc Inc | 股票-科技 | 0.70% | — | +21.08% | |
| 42 | CAE | Cae Inc | 股票-其他 | 0.68% | -0.23% | +427.07% | |
| 43 | TECH | Bio-techne CORP | 股票-醫療保健 | 0.67% | -0.19% | EXIT | |
| 44 | KEX | Kirby CORP | 股票-工業 | 0.66% | -0.06% | +59.04% | |
| 45 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事業 | 0.65% | -0.01% | -5.60% | |
| 46 | CRM | Salesforce Inc | 股票-科技 | 0.64% | +0.02% | -38.84% | |
| 47 | APO | Apollo Global Management Inc | 股票-金融 | 0.62% | +0.16% | -59.70% | |
| 48 | BIO | Bio-rad Laboratories-a | 股票-醫療保健 | 0.60% | -0.07% | EXIT | |
| 49 | SAIA | Saia Inc | 股票-工業 | 0.54% | — | — | |
| 50 | QCOM | Qualcomm Inc | 股票-科技 | 0.52% | -0.01% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VIK | Viking Holdings Ltd | +1.3% | +26.86% | 加碼 |
| 2 | STE | STERIS plc | +1.3% | +165.30% | 加碼 |
| 3 | TRMB | Trimble Inc | +1% | +22.39% | 加碼 |
| 4 | DVA | Davita Inc | +1% | +172.40% | 加碼 |
| 5 | LH | Labcorp Holdings Inc | +0.9% | +150.95% | 加碼 |
| 6 | SHOP | Shopify Inc - Class A | +0.7% | +25.54% | 加碼 |
| 7 | CAE | Cae Inc | +0.6% | +427.07% | 加碼 |
| 8 | SAIA | Saia Inc | +0.6% | NEW | 新建倉 |
| 9 | QCOM | Qualcomm Inc | +0.5% | NEW | 新建倉 |
| 10 | MKC | Mccormick & Co-non Vtg Shrs | +0.4% | NEW | 新建倉 |
| 11 | RJF | Raymond James Financial Inc | +0.3% | NEW | 新建倉 |
| 12 | ITT | Itt Inc | +0.3% | +7.71% | 加碼 |
| 13 | EME | Emcor Group Inc | +0.3% | +1.58% | 加碼 |
| 14 | PKG | Packaging CORP Of America | +0.3% | NEW | 新建倉 |
| 15 | FTV | Fortive CORP | +0.3% | +20.13% | 加碼 |
| 16 | ALC | Alcon Inc. | +0.3% | +21.07% | 加碼 |
| 17 | ADBE | Adobe Inc | +0.3% | +177.79% | 加碼 |
| 18 | KEX | Kirby CORP | +0.2% | +59.04% | 加碼 |
| 19 | RGLD | Royal Gold Inc | +0.2% | NEW | 新建倉 |
| 20 | PAYX | Paychex Inc | +0.2% | +8.02% | 加碼 |
| 21 | DAY | Dayforce Inc | +0.2% | -19.41% | 減碼 |
| 22 | PTC | Ptc Inc | +0.2% | +21.08% | 加碼 |
| 23 | CP | Canadian Pacific Kansas City | +0.2% | +32.72% | 加碼 |
| 24 | V | Visa Inc-class A Shares | +0.2% | -9.85% | 減碼 |
| 25 | WAB | Wabtec CORP | +0.2% | -9.57% | 減碼 |
| 26 | GOOG | Alphabet Inc-cl C | +0.2% | +25.08% | 加碼 |
| 27 | WDAY | Workday Inc-class A | +0.2% | +23.45% | 加碼 |
| 28 | CLH | Clean Harbors Inc | +0.2% | +4.81% | 加碼 |
| 29 | TECH | Bio-techne CORP | +0.1% | +26.92% | 加碼 |
| 30 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -8.50% | 減碼 |
| 31 | CPAY | Corpay Inc | +0.1% | NEW | 新建倉 |
| 32 | AMZN | Amazon.com Inc | +0.1% | +5.85% | 加碼 |
| 33 | CR | Crane Co | +0.1% | +25.18% | 加碼 |
| 34 | MIDD | Middleby CORP | +0.1% | -4.14% | 減碼 |
| 35 | USLM | United States Lime & Mineral | +0.1% | +46.32% | 加碼 |
| 36 | LEN | Lennar Corp-a | +0.1% | NEW | 新建倉 |
| 37 | CNM | Core & Main Inc-class A | +0.1% | -19.49% | 減碼 |
| 38 | CSGP | Costar Group Inc | +0.1% | NEW | 新建倉 |
| 39 | ZTS | Zoetis Inc | +0.1% | +130.65% | 加碼 |
| 40 | CASY | Casey's General Stores Inc | +0.1% | NEW | 新建倉 |
| 41 | BJ | Bj's Wholesale Club Holdings | +0.1% | NEW | 新建倉 |
| 42 | TDY | Teledyne Technologies Inc | +0.1% | -9.22% | 減碼 |
| 43 | WSM | Williams-sonoma Inc | +0.1% | -1.35% | 減碼 |
| 44 | BWXT | Bwx Technologies Inc | +0.1% | +11.45% | 加碼 |
| 45 | SCI | Service CORP International | 0% | -9.01% | 減碼 |
| 46 | TSCO | Tractor Supply Company | 0% | +405.59% | 加碼 |
| 47 | DOCU | Docusign Inc | 0% | -13.59% | 減碼 |
| 48 | COO | Cooper Cos Inc/the | 0% | +56.12% | 加碼 |
| 49 | BE | Bloom Energy Corp- A | 0% | +125.48% | 加碼 |
| 50 | MSFT | Microsoft CORP | 0% | -1.90% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Select Equity Group, L.P. 在 Q4 2024 季度的美股持倉總市值約為 US$202.2億，共申報了 149 個公開持股部位。
在 Q4 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 (4.3%)、SGI (4.2%)、CRH (4.0%)。其中最大持股部位 LYV 佔據整體投資組合約 4.3% 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
SAIA
市值: US$1.4億
本季最大獲利了結 / 清倉標的
MTN
前期市值: US$1.1億
在 Q4 2024 季度中，Select Equity Group, L.P. 共進行了 165 項持倉異動，包含新建倉 20 個部位、加碼 43 個部位、減碼 84 個部位以及清倉 18 個部位。 其中最大新建倉標的為 SAIA。 本季清倉部位包含 MTN。
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。