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: 0001104883
申報總市值
US$8.2億
US$8.2億
61 檔
15.7%
Q1 2024 季度申報顯示，Sirios Capital Management L P 揭露的美股組合總市值為 US$8.2億，涵蓋 61 個不同之權益投資部位。
在 Q1 2024，Sirios Capital Management L P 操作展現出積極擴展與加碼意向。本季共新建倉 11 個新部位，並對 18 個既有持股進行加碼（合計增持 29 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 ALC, GE, HEI-A）占據了總市值的 15.7%，展現出該機構在 Q1 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 | ALC | Alcon Inc. | 股票-醫療保健 | 6.00% | -0.20% | -28.57% | |
| 2 | GE | General Electric | 股票-工業 | 4.98% | -0.37% | EXIT | |
| 3 | HEI-A | Heico Corp-class A | 股票-其他 | 4.62% | +0.41% | +6.67% | |
| 4 | ROP | Roper Technologies Inc | 股票-科技 | 4.39% | -1.03% | EXIT | |
| 5 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 4.37% | +1.51% | +156.04% | |
| 6 | CG | Carlyle Group Inc/the | 股票-金融 | 4.04% | -2.99% | +2.25% | |
| 7 | GMED | Globus Medical Inc - A | 股票-醫療保健 | 3.88% | -0.29% | +3.97% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.73% | -1.61% | +889.62% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 3.42% | -0.20% | -15.36% | |
| 10 | BSX | Boston Scientific CORP | 股票-醫療保健 | 3.36% | -0.55% | -38.96% | |
| 11 | GPN | Global Payments Inc | 股票-工業 | 3.24% | +0.11% | +0.94% | |
| 12 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.18% | +0.77% | +10.62% | |
| 13 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.85% | +0.21% | -33.02% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 2.76% | +1.23% | -49.76% | |
| 15 | UNP | Union Pacific CORP | 股票-工業 | 2.75% | +0.15% | +9.24% | |
| 16 | PCAR | Paccar Inc | 股票-工業 | 2.71% | — | +8.01% | |
| 17 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.58% | — | -11.01% | |
| 18 | AMD | Advanced Micro Devices | 股票-科技 | 2.40% | +1.13% | — | |
| 19 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 2.12% | — | -14.71% | |
| 20 | RCL | Royal Caribbean Cruises Ltd. | 股票-循環性消費 | 2.08% | -0.04% | EXIT | |
| 21 | ODFL | Old Dominion Freight Line | 股票-工業 | 1.94% | -0.25% | +115.79% | |
| 22 | DAL | Delta Air Lines Inc | 股票-工業 | 1.93% | — | +7.96% | |
| 23 | IR | Ingersoll-rand Inc | 股票-工業 | 1.83% | — | +17.31% | |
| 24 | SMARGBP | Smartsheet Inc-class A | 股票-其他 | 1.83% | — | +21.00% | |
| 25 | MDT | Medtronic plc | 股票-醫療保健 | 1.74% | -0.03% | -17.86% | |
| 26 | YOU | Clear Secure Inc -class A | 股票-科技 | 1.72% | — | — | |
| 27 | INTC | Intel CORP | 股票-科技 | 1.65% | — | — | |
| 28 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 1.58% | -0.30% | +17.04% | |
| 29 | CLH | Clean Harbors Inc | 股票-工業 | 1.47% | +0.14% | -33.79% | |
| 30 | TMUS | T-mobile US Inc | 股票-通訊服務 | 1.42% | — | -1.31% | |
| 31 | WCN | Waste Connections Inc | 股票-工業 | 1.40% | +0.02% | +24.89% | |
| 32 | WFC | Wells Fargo & Co | 股票-金融 | 1.39% | +0.09% | -33.88% | |
| 33 | UBER | Uber Technologies Inc | 股票-工業 | 1.32% | -0.04% | EXIT | |
| 34 | ADBE | Adobe Inc | 股票-科技 | 1.29% | — | -31.57% | |
| 35 | SPGI | S&p Global Inc | 股票-金融 | 0.89% | -0.04% | -81.81% | |
| 36 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 0.81% | -0.13% | +2.30% | |
| 37 | CNMD | Conmed CORP | 股票-其他 | 0.76% | — | — | |
| 38 | WDAY | Workday Inc-class A | 股票-科技 | 0.46% | — | +0.33% | |
| 39 | INTU | Intuit Inc | 股票-科技 | 0.46% | — | -9.00% | |
| 40 | TENB | Tenable Holdings Inc | 股票-其他 | 0.44% | — | -15.93% | |
| 41 | LNTH | Lantheus Holdings Inc | 股票-醫療保健 | 0.40% | — | -25.00% | |
| 42 | THC | Tenet Healthcare CORP | 股票-醫療保健 | 0.35% | -0.37% | +1.12% | |
| 43 | AXP | American Express Co | 股票-金融 | 0.34% | +0.37% | NEW | |
| 44 | ✓ | Cyberark Software LTD. Cmn | 股票-其他 | 0.30% | — | -43.75% | |
| 45 | RSKD | Riskified Ltd. | 股票-其他 | 0.30% | — | +1.12% | |
| 46 | NTRA | Natera Inc | 股票-醫療保健 | 0.26% | +0.53% | +1.10% | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.23% | +0.82% | -78.09% | |
| 48 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.22% | — | — | |
| 49 | NARIUSD | Inari Medical Inc | 股票-其他 | 0.20% | — | -34.61% | |
| 50 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.20% | — | -48.47% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +3.4% | +889.62% | 加碼 |
| 2 | TSM | Taiwan Semiconductor-sp Adr | +3% | +156.04% | 加碼 |
| 3 | AMD | Advanced Micro Devices | +2.4% | NEW | 新建倉 |
| 4 | YOU | Clear Secure Inc -class A | +1.7% | NEW | 新建倉 |
| 5 | INTC | Intel CORP | +1.7% | NEW | 新建倉 |
| 6 | UBER | Uber Technologies Inc | +1.3% | NEW | 新建倉 |
| 7 | GE | General Electric | +1.3% | +6.20% | 加碼 |
| 8 | CNMD | Conmed CORP | +0.8% | NEW | 新建倉 |
| 9 | PCAR | Paccar Inc | +0.6% | +8.01% | 加碼 |
| 10 | AMZN | Amazon.com Inc | +0.6% | +10.62% | 加碼 |
| 11 | IR | Ingersoll-rand Inc | +0.5% | +17.31% | 加碼 |
| 12 | WCN | Waste Connections Inc | +0.4% | +24.89% | 加碼 |
| 13 | CG | Carlyle Group Inc/the | +0.3% | +2.25% | 加碼 |
| 14 | DAL | Delta Air Lines Inc | +0.3% | +7.96% | 加碼 |
| 15 | HEI-A | Heico Corp-class A | +0.3% | +6.67% | 加碼 |
| 16 | STZ | Constellation Brands Inc-a | +0.3% | +17.04% | 加碼 |
| 17 | MAR | Marriott International -cl A | +0.2% | NEW | 新建倉 |
| 18 | SHW | Sherwin-williams Co/the | +0.2% | NEW | 新建倉 |
| 19 | USFD | US Foods Holding CORP | +0.2% | NEW | 新建倉 |
| 20 | DOCU | Docusign Inc | +0.2% | NEW | 新建倉 |
| 21 | PG | Procter & Gamble Co/the | +0.2% | NEW | 新建倉 |
| 22 | ROST | Ross Stores Inc | +0.2% | NEW | 新建倉 |
| 23 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | +8.51% | 加碼 |
| 24 | ODFL | Old Dominion Freight Line | +0.1% | +115.79% | 加碼 |
| 25 | HCA | Hca Healthcare Inc | +0.1% | +2.30% | 加碼 |
| 26 | ROP | Roper Technologies Inc | +0.1% | +6.76% | 加碼 |
| 27 | UNP | Union Pacific CORP | 0% | +9.24% | 加碼 |
| 28 | GPN | Global Payments Inc | -0.1% | +0.94% | 加碼 |
| 29 | GMED | Globus Medical Inc - A | -0.1% | +3.97% | 加碼 |
| 30 | ✓ | Cyberark Software LTD. Cmn | -0.2% | -43.75% | 減碼 |
| 31 | PANW | Palo Alto Networks Inc | -0.2% | -48.47% | 減碼 |
| 32 | NARIUSD | Inari Medical Inc | -0.3% | -34.61% | 減碼 |
| 33 | KEYS | Keysight Technologies In | -0.3% | EXIT | 清倉 |
| 34 | MDT | Medtronic plc | -0.4% | -17.86% | 減碼 |
| 35 | ABT | Abbott Laboratories | -0.5% | -11.01% | 減碼 |
| 36 | MSFT | Microsoft CORP | -0.5% | -15.36% | 減碼 |
| 37 | NVDA | Nvidia CORP | -0.5% | -49.76% | 減碼 |
| 38 | INSP | Inspire Medical Systems Inc | -0.5% | EXIT | 清倉 |
| 39 | BDX | Becton Dickinson And Co | -0.5% | -14.71% | 減碼 |
| 40 | WFC | Wells Fargo & Co | -0.6% | -33.88% | 減碼 |
| 41 | ADI | Analog Devices Inc | -0.6% | -90.35% | 減碼 |
| 42 | LLY | Eli Lilly & Co | -0.6% | -33.02% | 減碼 |
| 43 | CLH | Clean Harbors Inc | -0.6% | -33.79% | 減碼 |
| 44 | GOOGL | Alphabet Inc-cl A | -0.8% | -78.09% | 減碼 |
| 45 | SPLKCHF | Splunk Inc | -1% | EXIT | 清倉 |
| 46 | ADBE | Adobe Inc | -1.1% | -31.57% | 減碼 |
| 47 | PTLO | Portillo's Inc-cl A | -1.5% | EXIT | 清倉 |
| 48 | BSX | Boston Scientific CORP | -1.7% | -38.96% | 減碼 |
| 49 | ALC | Alcon Inc. | -2.5% | -28.57% | 減碼 |
| 50 | SPGI | S&p Global Inc | -4.6% | -81.81% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Sirios Capital Management L P 在 Q1 2024 季度的美股持倉總市值約為 US$8.2億，共申報了 61 個公開持股部位。
在 Q1 2024 季度，Sirios Capital Management L P 按市值排列的前三大核心持股分別為：ALC (6.0%)、GE (5.0%)、HEI-A (4.6%)。其中最大持股部位 ALC 佔據整體投資組合約 6.0% 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
AMD
市值: US$1275.0萬
本季最大獲利了結 / 清倉標的
PTLO
前期市值: US$747.5萬
在 Q1 2024 季度中，Sirios Capital Management L P 共進行了 50 項持倉異動，包含新建倉 11 個部位、加碼 18 個部位、減碼 17 個部位以及清倉 4 個部位。 其中最大新建倉標的為 AMD。 本季清倉部位包含 PTLO。
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。