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: 0001314440
申報總市值
US$93.3億
US$93.3億
161 檔
7.8%
Stephens Investment Management Group LLC 在 Q3 2024 季度的美股部位總計估值為 US$93.3億，分散於 161 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q3 2024 期間，Stephens Investment Management Group LLC 展現了靈活的資產再平衡步調，透過出清 7 檔弱勢或達到目標價部位，將資金轉置於 6 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 AXON, GWRE, MANH）累計市值佔比達 7.8%，是驅動 Stephens Investment Management Group LLC 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 | AXON | Axon Enterprise Inc | 股票-工業 | 2.14% | +0.39% | -12.63% | |
| 2 | GWRE | Guidewire Software Inc | 股票-科技 | 2.12% | -0.30% | -1.18% | |
| 3 | MANH | Manhattan Associates Inc | 股票-科技 | 2.07% | -0.01% | -8.97% | |
| 4 | ICLR | ICON Public Limited Company | 股票-醫療保健 | 1.79% | +0.43% | -0.72% | |
| 5 | FCFS | Firstcash Holdings Inc | 股票-金融 | 1.78% | -0.41% | -2.55% | |
| 6 | ✓ | Cyberark Software LTD. Cmn | 股票-其他 | 1.67% | — | -4.65% | |
| 7 | TW | Tradeweb Markets Inc-class A | 股票-金融 | 1.67% | -0.22% | +2.48% | |
| 8 | VRT | Vertiv Holdings Co-a | 股票-工業 | 1.54% | -0.82% | -3.77% | |
| 9 | HEI-A | Heico Corp-class A | 股票-其他 | 1.52% | +0.01% | -3.65% | |
| 10 | FCN | Fti Consulting Inc | 股票-工業 | 1.47% | — | +7.74% | |
| 11 | RYAN | Ryan Specialty Holdings Inc | 股票-金融 | 1.46% | -0.02% | -2.23% | |
| 12 | BURL | Burlington Stores Inc | 股票-循環性消費 | 1.45% | -0.18% | +1.98% | |
| 13 | HQY | Healthequity Inc | 股票-醫療保健 | 1.39% | -0.07% | -3.03% | |
| 14 | MKTX | Marketaxess Holdings Inc | 股票-金融 | 1.38% | — | +42.06% | |
| 15 | KTOS | Kratos Defense & Security | 股票-工業 | 1.36% | — | -1.57% | |
| 16 | EXEL | Exelixis Inc | 股票-醫療保健 | 1.35% | +0.10% | -1.91% | |
| 17 | BRBR | Bellring Brands Inc | 股票-非循環性消費 | 1.30% | — | -4.87% | |
| 18 | RBC | RBC Bearings Inc | 股票-工業 | 1.25% | -0.12% | -2.70% | |
| 19 | FTI | TechnipFMC plc | 股票-能源 | 1.24% | -0.26% | -13.84% | |
| 20 | WING | Wingstop Inc | 股票-循環性消費 | 1.23% | +0.44% | -2.64% | |
| 21 | TYL | Tyler Technologies Inc | 股票-科技 | 1.19% | -0.19% | -6.90% | |
| 22 | VRSK | Verisk Analytics Inc | 股票-工業 | 1.19% | -0.20% | +1.96% | |
| 23 | ONTO | Onto Innovation Inc | 股票-科技 | 1.19% | +0.37% | -20.74% | |
| 24 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 1.15% | +0.03% | +2.50% | |
| 25 | PLMR | Palomar Holdings Inc | 股票-金融 | 1.13% | -0.18% | -12.54% | |
| 26 | RMD | Resmed Inc | 股票-醫療保健 | 1.12% | -0.74% | +2.23% | |
| 27 | DPZ | Domino's Pizza Inc | 股票-循環性消費 | 1.11% | -0.62% | EXIT | |
| 28 | VRNS | Varonis Systems Inc | 股票-科技 | 1.08% | +0.38% | -4.35% | |
| 29 | SWN1EUR | Southwestern Energy Co | 股票-其他 | 1.07% | — | -1.67% | |
| 30 | HALO | Halozyme Therapeutics Inc | 股票-醫療保健 | 1.06% | +0.09% | -4.37% | |
| 31 | AVAV | Aerovironment Inc | 股票-工業 | 1.06% | -0.23% | -4.26% | |
| 32 | LYV | Live Nation Entertainment In | 股票-通訊服務 | 1.05% | +0.01% | +2.41% | |
| 33 | EA | Electronic Arts Inc | 股票-通訊服務 | 1.04% | — | +20.75% | |
| 34 | BFAM | Bright Horizons Family Solut | 股票-循環性消費 | 1.02% | -0.18% | -2.13% | |
| 35 | ACHC | Acadia Healthcare Co Inc | 股票-其他 | 1.02% | — | -2.32% | |
| 36 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 1.02% | +0.01% | -3.87% | |
| 37 | RGEN | Repligen CORP | 股票-醫療保健 | 1.01% | +0.15% | -2.41% | |
| 38 | SITE | Siteone Landscape Supply Inc | 股票-工業 | 0.98% | -0.18% | -3.07% | |
| 39 | KNSL | Kinsale Capital Group Inc | 股票-金融 | 0.97% | -0.58% | EXIT | |
| 40 | PTC | Ptc Inc | 股票-科技 | 0.95% | -0.29% | -6.86% | |
| 41 | WMG | Warner Music Group Corp-cl A | 股票-其他 | 0.92% | — | +8.16% | |
| 42 | MGY | Magnolia Oil & Gas CORP - A | 股票-能源 | 0.91% | -0.33% | -4.28% | |
| 43 | HO1 | Hologic Inc | 股票-其他 | 0.91% | — | +1.88% | |
| 44 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.88% | +0.08% | +2.63% | |
| 45 | DECK | Deckers Outdoor CORP | 股票-循環性消費 | 0.86% | — | +462.90% | |
| 46 | LGND | Ligand Pharmaceuticals | 股票-醫療保健 | 0.84% | +0.26% | -5.11% | |
| 47 | AAON | Aaon Inc | 股票-工業 | 0.84% | +0.15% | +29.56% | |
| 48 | SUPN | Supernus Pharmaceuticals Inc | 股票-醫療保健 | 0.82% | -0.22% | +1.78% | |
| 49 | AZPN1USD | Aspen Technology Inc | 股票-其他 | 0.82% | — | +0.27% | |
| 50 | VNOMUSD | Viper Energy Inc-cl A | 股票-其他 | 0.81% | — | -18.95% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MKTX | Marketaxess Holdings Inc | +0.6% | +42.06% | 加碼 |
| 2 | GWRE | Guidewire Software Inc | +0.5% | -1.18% | 減碼 |
| 3 | S | Sentinelone Inc -class A | +0.4% | NEW | 新建倉 |
| 4 | GNRC | Generac Holdings Inc | +0.4% | +678.49% | 加碼 |
| 5 | HUBB | Hubbell Inc | +0.3% | +57.37% | 加碼 |
| 6 | AAON | Aaon Inc | +0.3% | +29.56% | 加碼 |
| 7 | AXON | Axon Enterprise Inc | +0.3% | -12.63% | 減碼 |
| 8 | SG | Sweetgreen Inc - Class A | +0.3% | +139.92% | 加碼 |
| 9 | BRZE | Braze Inc-a | +0.3% | NEW | 新建倉 |
| 10 | MNDY | monday.com Ltd. | +0.3% | +78.94% | 加碼 |
| 11 | TW | Tradeweb Markets Inc-class A | +0.2% | +2.48% | 加碼 |
| 12 | RMD | Resmed Inc | +0.2% | +2.23% | 加碼 |
| 13 | PZZA | Papa John's Intl Inc | +0.2% | +19.28% | 加碼 |
| 14 | POWL | Powell Industries Inc | +0.2% | NEW | 新建倉 |
| 15 | EA | Electronic Arts Inc | +0.2% | +20.75% | 加碼 |
| 16 | BFAM | Bright Horizons Family Solut | +0.2% | -2.13% | 減碼 |
| 17 | KRNT | Kornit Digital Ltd. | +0.2% | -5.39% | 減碼 |
| 18 | LYV | Live Nation Entertainment In | +0.2% | +2.41% | 加碼 |
| 19 | PLTR | Palantir Technologies Inc-a | +0.2% | +20.56% | 加碼 |
| 20 | CWAN | Clearwater Analytics Holdings, Inc. | +0.2% | NEW | 新建倉 |
| 21 | FCN | Fti Consulting Inc | +0.1% | +7.74% | 加碼 |
| 22 | KTOS | Kratos Defense & Security | +0.1% | -1.57% | 減碼 |
| 23 | SITE | Siteone Landscape Supply Inc | +0.1% | -3.07% | 減碼 |
| 24 | CSGP | Costar Group Inc | +0.1% | +27.40% | 加碼 |
| 25 | EXEL | Exelixis Inc | +0.1% | -1.91% | 減碼 |
| 26 | KNSL | Kinsale Capital Group Inc | +0.1% | -1.81% | 減碼 |
| 27 | TOST | Toast Inc-class A | +0.1% | +13.14% | 加碼 |
| 28 | TTD | Trade Desk Inc/the -class A | +0.1% | +109.88% | 加碼 |
| 29 | ILMN | Illumina Inc | +0.1% | +23.57% | 加碼 |
| 30 | RYAN | Ryan Specialty Holdings Inc | +0.1% | -2.23% | 減碼 |
| 31 | BURL | Burlington Stores Inc | +0.1% | +1.98% | 加碼 |
| 32 | VRT | Vertiv Holdings Co-a | +0.1% | -3.77% | 減碼 |
| 33 | AZPN1USD | Aspen Technology Inc | +0.1% | +0.27% | 加碼 |
| 34 | HEI-A | Heico Corp-class A | +0.1% | -3.65% | 減碼 |
| 35 | RGEN | Repligen CORP | +0.1% | -2.41% | 減碼 |
| 36 | SUPN | Supernus Pharmaceuticals Inc | +0.1% | +1.78% | 加碼 |
| 37 | POOL | Pool CORP | +0.1% | +2.47% | 加碼 |
| 38 | TNDM | Tandem Diabetes Care Inc | +0.1% | +12.17% | 加碼 |
| 39 | AMRC | Ameresco Inc-cl A | +0.1% | -4.72% | 減碼 |
| 40 | ZETA | Zeta Global Holdings Corp-a | +0.1% | NEW | 新建倉 |
| 41 | VRNS | Varonis Systems Inc | +0.1% | -4.35% | 減碼 |
| 42 | SPOT | Spotify Technology S.A. | +0.1% | -3.87% | 減碼 |
| 43 | SDGR | Schrodinger Inc | +0.1% | +39.60% | 加碼 |
| 44 | MGNI | Magnite Inc | +0.1% | NEW | 新建倉 |
| 45 | FCFS | Firstcash Holdings Inc | +0.1% | -2.55% | 減碼 |
| 46 | HO1 | Hologic Inc | +0.1% | +1.88% | 加碼 |
| 47 | LGND | Ligand Pharmaceuticals | +0.1% | -5.11% | 減碼 |
| 48 | ECPG | Encore Capital Group Inc | +0.1% | +0.47% | 加碼 |
| 49 | IBP | Installed Building Products | +0.1% | -4.19% | 減碼 |
| 50 | AMBA | Ambarella, Inc. | +0.1% | +20.07% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Stephens Investment Management Group LLC 在 Q3 2024 季度的美股持倉總市值約為 US$93.3億，共申報了 161 個公開持股部位。
在 Q3 2024 季度，Stephens Investment Management Group LLC 按市值排列的前三大核心持股分別為：AXON (2.1%)、GWRE (2.1%)、MANH (2.1%)。其中最大持股部位 AXON 佔據整體投資組合約 2.1% 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
S
市值: US$3097.2萬
本季最大獲利了結 / 清倉標的
ENVUSD
前期市值: US$9859.7萬
在 Q3 2024 季度中，Stephens Investment Management Group LLC 共進行了 159 項持倉異動，包含新建倉 6 個部位、加碼 68 個部位、減碼 78 個部位以及清倉 7 個部位。 其中最大新建倉標的為 S。 本季清倉部位包含 ENVUSD。
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。