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
64 檔
22.3%
在 Q3 2024 申報期間，Sirios Capital Management L P（CIK: 0001104883）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$8.2億，共持有 64 個公開申報部位。
從 Q3 2024 申報觀察，Sirios Capital Management L P 採取防禦導向的調倉策略，本季減碼 46 檔個股並出清 4 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 GEV, TSM, ALC）累計市值佔比達 22.3%，是驅動 Sirios Capital Management 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 | GEV | GE Vernova Inc | 股票-工業 | 9.79% | -1.11% | +28.02% | |
| 2 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 7.09% | +1.51% | +10.97% | |
| 3 | ALC | Alcon Inc. | 股票-醫療保健 | 5.54% | -0.20% | -28.22% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 5.18% | +0.77% | +66.16% | |
| 5 | GMED | Globus Medical Inc - A | 股票-醫療保健 | 4.80% | -0.29% | -0.42% | |
| 6 | ROP | Roper Technologies Inc | 股票-科技 | 3.94% | -1.03% | EXIT | |
| 7 | CG | Carlyle Group Inc/the | 股票-金融 | 3.60% | -2.99% | -8.38% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 3.06% | +1.23% | +33.02% | |
| 9 | HEI-A | Heico Corp-class A | 股票-其他 | 2.90% | +0.41% | -36.55% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.90% | -0.20% | -10.41% | |
| 11 | GE | General Electric | 股票-工業 | 2.89% | -0.37% | EXIT | |
| 12 | BSX | Boston Scientific CORP | 股票-醫療保健 | 2.81% | -0.55% | -25.83% | |
| 13 | VST | Vistra CORP | 股票-公用事業 | 2.52% | +0.07% | +168.26% | |
| 14 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.48% | +0.21% | -17.56% | |
| 15 | GPN | Global Payments Inc | 股票-工業 | 2.44% | +0.11% | -1.66% | |
| 16 | UBER | Uber Technologies Inc | 股票-工業 | 2.36% | -0.04% | EXIT | |
| 17 | ODFL | Old Dominion Freight Line | 股票-工業 | 2.05% | -0.25% | -1.59% | |
| 18 | WFC | Wells Fargo & Co | 股票-金融 | 2.03% | +0.09% | +61.32% | |
| 19 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.89% | — | -1.59% | |
| 20 | ADBE | Adobe Inc | 股票-科技 | 1.66% | — | +43.80% | |
| 21 | AVGO | Broadcom Inc | 股票-科技 | 1.63% | -0.33% | — | |
| 22 | RCL | Royal Caribbean Cruises Ltd. | 股票-循環性消費 | 1.63% | -0.04% | EXIT | |
| 23 | ETN | Eaton Corporation plc | 股票-工業 | 1.61% | -0.29% | — | |
| 24 | MDT | Medtronic plc | 股票-醫療保健 | 1.58% | -0.03% | -1.58% | |
| 25 | IR | Ingersoll-rand Inc | 股票-工業 | 1.50% | — | -1.67% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.46% | -1.61% | -8.38% | |
| 27 | CLH | Clean Harbors Inc | 股票-工業 | 1.43% | +0.14% | -1.59% | |
| 28 | PTLO | Portillo's Inc-cl A | 股票-其他 | 1.42% | — | -1.59% | |
| 29 | PCAR | Paccar Inc | 股票-工業 | 1.41% | — | -29.69% | |
| 30 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.35% | — | -43.90% | |
| 31 | THC | Tenet Healthcare CORP | 股票-醫療保健 | 1.34% | -0.37% | -31.44% | |
| 32 | WCN | Waste Connections Inc | 股票-工業 | 1.29% | +0.02% | -3.91% | |
| 33 | UNP | Union Pacific CORP | 股票-工業 | 0.96% | +0.15% | -70.93% | |
| 34 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 0.90% | -0.13% | -1.59% | |
| 35 | DOCU | Docusign Inc | 股票-科技 | 0.79% | -0.05% | -16.98% | |
| 36 | TENB | Tenable Holdings Inc | 股票-其他 | 0.64% | — | -48.77% | |
| 37 | WDAY | Workday Inc-class A | 股票-科技 | 0.56% | — | -1.74% | |
| 38 | CNMD | Conmed CORP | 股票-其他 | 0.55% | — | -72.56% | |
| 39 | PD | Pagerduty Inc | 股票-其他 | 0.54% | — | +105.81% | |
| 40 | YOU | Clear Secure Inc -class A | 股票-科技 | 0.46% | — | -81.86% | |
| 41 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 0.44% | -0.30% | -14.82% | |
| 42 | RSKD | Riskified Ltd. | 股票-其他 | 0.39% | — | +83.84% | |
| 43 | LNTH | Lantheus Holdings Inc | 股票-醫療保健 | 0.37% | — | -25.18% | |
| 44 | AMT | American Tower CORP | 股票-房地產 | 0.30% | — | — | |
| 45 | NTRA | Natera Inc | 股票-醫療保健 | 0.30% | +0.53% | -19.62% | |
| 46 | AXP | American Express Co | 股票-金融 | 0.27% | +0.37% | NEW | |
| 47 | BAC | Bank Of America CORP | 股票-金融 | 0.25% | +0.07% | — | |
| 48 | DNB | Dun & Bradstreet Holdings In | 股票-其他 | 0.24% | — | — | |
| 49 | SPGI | S&p Global Inc | 股票-金融 | 0.24% | -0.04% | -61.61% | |
| 50 | AAPL | Apple Inc | 股票-科技 | 0.23% | -0.02% | -32.94% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GEV | GE Vernova Inc | +4.7% | +28.02% | 加碼 |
| 2 | AMZN | Amazon.com Inc | +2% | +66.16% | 加碼 |
| 3 | VST | Vistra CORP | +1.9% | +168.26% | 加碼 |
| 4 | AVGO | Broadcom Inc | +1.6% | NEW | 新建倉 |
| 5 | ETN | Eaton Corporation plc | +1.6% | NEW | 新建倉 |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.8% | +10.97% | 加碼 |
| 7 | NVDA | Nvidia CORP | +0.8% | +33.02% | 加碼 |
| 8 | WFC | Wells Fargo & Co | +0.7% | +61.32% | 加碼 |
| 9 | ADBE | Adobe Inc | +0.4% | +43.80% | 加碼 |
| 10 | PTLO | Portillo's Inc-cl A | +0.4% | -1.59% | 減碼 |
| 11 | AMT | American Tower CORP | +0.3% | NEW | 新建倉 |
| 12 | GMED | Globus Medical Inc - A | +0.3% | -0.42% | 減碼 |
| 13 | BAC | Bank Of America CORP | +0.3% | NEW | 新建倉 |
| 14 | DNB | Dun & Bradstreet Holdings In | +0.2% | NEW | 新建倉 |
| 15 | EXTR | Extreme Networks Inc | +0.2% | NEW | 新建倉 |
| 16 | ODFL | Old Dominion Freight Line | +0.2% | -1.59% | 減碼 |
| 17 | PD | Pagerduty Inc | +0.2% | +105.81% | 加碼 |
| 18 | MDT | Medtronic plc | +0.2% | -1.58% | 減碼 |
| 19 | HCA | Hca Healthcare Inc | +0.2% | -1.59% | 減碼 |
| 20 | GPN | Global Payments Inc | +0.1% | -1.66% | 減碼 |
| 21 | IR | Ingersoll-rand Inc | +0.1% | -1.67% | 減碼 |
| 22 | RSKD | Riskified Ltd. | +0.1% | +83.84% | 加碼 |
| 23 | CLH | Clean Harbors Inc | +0.1% | -1.59% | 減碼 |
| 24 | DHI | Dr Horton Inc | +0.1% | NEW | 新建倉 |
| 25 | MPWR | Monolithic Power Systems Inc | +0.1% | +34.36% | 加碼 |
| 26 | META | Meta Platforms Inc-class A | +0.1% | -8.38% | 減碼 |
| 27 | BDX | Becton Dickinson And Co | +0.1% | -1.59% | 減碼 |
| 28 | WDAY | Workday Inc-class A | +0.1% | -1.74% | 減碼 |
| 29 | SHW | Sherwin-williams Co/the | 0% | -1.70% | 減碼 |
| 30 | USFD | US Foods Holding CORP | 0% | -1.85% | 減碼 |
| 31 | UBER | Uber Technologies Inc | 0% | -4.32% | 減碼 |
| 32 | GOOGL | Alphabet Inc-cl A | 0% | +23.48% | 加碼 |
| 33 | LNTH | Lantheus Holdings Inc | 0% | -25.18% | 減碼 |
| 34 | KO | The Coca-Cola Company | 0% | -1.84% | 減碼 |
| 35 | CG | Carlyle Group Inc/the | — | -8.38% | 減碼 |
| 36 | PG | Procter & Gamble Co/the | — | -1.71% | 減碼 |
| 37 | DOCU | Docusign Inc | 0% | -16.98% | 減碼 |
| 38 | WCN | Waste Connections Inc | 0% | -3.91% | 減碼 |
| 39 | NTRA | Natera Inc | 0% | -19.62% | 減碼 |
| 40 | WMT | Walmart Inc | 0% | -32.61% | 減碼 |
| 41 | SKAA | Skechers USA Inc-cl A | 0% | -41.12% | 減碼 |
| 42 | ROST | Ross Stores Inc | 0% | -25.71% | 減碼 |
| 43 | KLAC | Kla CORP | -0.1% | -33.86% | 減碼 |
| 44 | PVH | Pvh CORP | -0.1% | EXIT | 清倉 |
| 45 | AAPL | Apple Inc | -0.1% | -32.94% | 減碼 |
| 46 | AXP | American Express Co | -0.1% | -34.09% | 減碼 |
| 47 | STZ | Constellation Brands Inc-a | -0.1% | -14.82% | 減碼 |
| 48 | MAR | Marriott International -cl A | -0.1% | -41.53% | 減碼 |
| 49 | ROP | Roper Technologies Inc | -0.1% | -2.58% | 減碼 |
| 50 | THC | Tenet Healthcare CORP | -0.2% | -31.44% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Sirios Capital Management L P 在 Q3 2024 季度的美股持倉總市值約為 US$8.2億，共申報了 64 個公開持股部位。
在 Q3 2024 季度，Sirios Capital Management L P 按市值排列的前三大核心持股分別為：GEV (9.8%)、TSM (7.1%)、ALC (5.5%)。其中最大持股部位 GEV 佔據整體投資組合約 9.8% 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
AVGO
市值: US$922.8萬
本季最大獲利了結 / 清倉標的
AMD
前期市值: US$1601.7萬
在 Q3 2024 季度中，Sirios Capital Management L P 共進行了 68 項持倉異動，包含新建倉 7 個部位、加碼 11 個部位、減碼 46 個部位以及清倉 4 個部位。 其中最大新建倉標的為 AVGO。 本季清倉部位包含 AMD。
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。