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
171 檔
6.7%
截至 Q4 2024 季度末，Stephens Investment Management Group LLC 的美股持倉估值約為 US$93.3億，全數申報部位共有 171 檔。
Q4 2024 的申報記錄反映 Stephens Investment Management Group LLC 的板塊替換策略：機構本季推動了 73 筆增持與 93 筆減持，籌碼呈現明顯的結構重組。
整體而言，Stephens Investment Management Group LLC 的前 5 大持股（包含 CYBERARK SOFTWARE LTD. CMN, MANH, GWRE）貢獻了組合市值的 6.7%，形成該機構在 Q4 2024 季度的基本面基石。
| # | 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 | ✓ | Cyberark Software LTD. Cmn | 股票-其他 | 1.83% | — | -2.43% | |
| 2 | MANH | Manhattan Associates Inc | 股票-科技 | 1.79% | -0.01% | -8.21% | |
| 3 | GWRE | Guidewire Software Inc | 股票-科技 | 1.68% | -0.30% | -12.03% | |
| 4 | BURL | Burlington Stores Inc | 股票-循環性消費 | 1.52% | -0.18% | -1.28% | |
| 5 | KTOS | Kratos Defense & Security | 股票-工業 | 1.50% | — | -0.65% | |
| 6 | AXON | Axon Enterprise Inc | 股票-工業 | 1.50% | +0.39% | -51.98% | |
| 7 | TW | Tradeweb Markets Inc-class A | 股票-金融 | 1.49% | -0.22% | -13.90% | |
| 8 | BRBR | Bellring Brands Inc | 股票-非循環性消費 | 1.46% | — | -7.70% | |
| 9 | RYAN | Ryan Specialty Holdings Inc | 股票-金融 | 1.38% | -0.02% | -0.61% | |
| 10 | EXEL | Exelixis Inc | 股票-醫療保健 | 1.38% | +0.10% | -18.88% | |
| 11 | EXE | Expand Energy CORP | 股票-能源 | 1.37% | -0.34% | — | |
| 12 | HQY | Healthequity Inc | 股票-醫療保健 | 1.35% | -0.07% | -15.90% | |
| 13 | HEI-A | Heico Corp-class A | 股票-其他 | 1.35% | +0.01% | -1.05% | |
| 14 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 1.34% | +0.03% | -0.65% | |
| 15 | FTI | TechnipFMC plc | 股票-能源 | 1.32% | -0.26% | -1.52% | |
| 16 | VRT | Vertiv Holdings Co-a | 股票-工業 | 1.25% | -0.82% | -27.47% | |
| 17 | RBC | RBC Bearings Inc | 股票-工業 | 1.22% | -0.12% | -0.48% | |
| 18 | FCN | Fti Consulting Inc | 股票-工業 | 1.21% | — | -0.16% | |
| 19 | LYV | Live Nation Entertainment In | 股票-通訊服務 | 1.20% | +0.01% | -1.31% | |
| 20 | VRSK | Verisk Analytics Inc | 股票-工業 | 1.19% | -0.20% | -1.43% | |
| 21 | ICLR | ICON Public Limited Company | 股票-醫療保健 | 1.18% | +0.43% | -7.81% | |
| 22 | TYL | Tyler Technologies Inc | 股票-科技 | 1.14% | -0.19% | -1.72% | |
| 23 | AVAV | Aerovironment Inc | 股票-工業 | 1.12% | -0.23% | +39.99% | |
| 24 | FCFS | Firstcash Holdings Inc | 股票-金融 | 1.08% | -0.41% | -31.49% | |
| 25 | KNSL | Kinsale Capital Group Inc | 股票-金融 | 1.07% | -0.58% | EXIT | |
| 26 | DPZ | Domino's Pizza Inc | 股票-循環性消費 | 1.05% | -0.62% | EXIT | |
| 27 | OLLI | Ollie's Bargain Outlet Holdi | 股票-非循環性消費 | 1.05% | -0.28% | — | |
| 28 | RGEN | Repligen CORP | 股票-醫療保健 | 1.03% | +0.15% | +7.42% | |
| 29 | EA | Electronic Arts Inc | 股票-通訊服務 | 1.02% | — | -1.91% | |
| 30 | WING | Wingstop Inc | 股票-循環性消費 | 1.02% | +0.44% | +23.57% | |
| 31 | RMD | Resmed Inc | 股票-醫療保健 | 1.02% | -0.74% | -1.20% | |
| 32 | TOST | Toast Inc-class A | 股票-科技 | 0.98% | -0.08% | +6.82% | |
| 33 | PLMR | Palomar Holdings Inc | 股票-金融 | 0.96% | -0.18% | -22.21% | |
| 34 | AAON | Aaon Inc | 股票-工業 | 0.96% | +0.15% | +6.86% | |
| 35 | DECK | Deckers Outdoor CORP | 股票-循環性消費 | 0.96% | — | -11.47% | |
| 36 | PTC | Ptc Inc | 股票-科技 | 0.93% | -0.29% | -1.58% | |
| 37 | P | Everpure Inc-a | 股票-科技 | 0.93% | +0.09% | -1.11% | |
| 38 | LGND | Ligand Pharmaceuticals | 股票-醫療保健 | 0.88% | +0.26% | -0.96% | |
| 39 | MTSI | Macom Technology Solutions H | 股票-科技 | 0.87% | -0.28% | -0.85% | |
| 40 | FIVE | Five Below | 股票-循環性消費 | 0.87% | -0.69% | +39.51% | |
| 41 | HALO | Halozyme Therapeutics Inc | 股票-醫療保健 | 0.86% | +0.09% | -0.94% | |
| 42 | 62C | Piper Sandler Cos | 股票-其他 | 0.86% | — | +3.36% | |
| 43 | SUPN | Supernus Pharmaceuticals Inc | 股票-醫療保健 | 0.85% | -0.22% | -9.32% | |
| 44 | MGY | Magnolia Oil & Gas CORP - A | 股票-能源 | 0.85% | -0.33% | -1.17% | |
| 45 | VNOMUSD | Viper Energy Inc-cl A | 股票-其他 | 0.84% | — | -2.08% | |
| 46 | VRNS | Varonis Systems Inc | 股票-科技 | 0.83% | +0.38% | -0.43% | |
| 47 | SITE | Siteone Landscape Supply Inc | 股票-工業 | 0.83% | -0.18% | -1.33% | |
| 48 | AZPN1USD | Aspen Technology Inc | 股票-其他 | 0.83% | — | -1.18% | |
| 49 | BFAM | Bright Horizons Family Solut | 股票-循環性消費 | 0.83% | -0.18% | +4.19% | |
| 50 | GLOB | Globant S.A. | 股票-科技 | 0.83% | — | +7.03% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | EXE | Expand Energy CORP | +1.4% | NEW | 新建倉 |
| 2 | OLLI | Ollie's Bargain Outlet Holdi | +1.1% | NEW | 新建倉 |
| 3 | CIEN | Ciena CORP | +0.8% | NEW | 新建倉 |
| 4 | EVR | Evercore Inc - A | +0.8% | NEW | 新建倉 |
| 5 | BWXT | Bwx Technologies Inc | +0.7% | NEW | 新建倉 |
| 6 | BOOT | Boot Barn Holdings Inc | +0.6% | NEW | 新建倉 |
| 7 | SAIA | Saia Inc | +0.6% | NEW | 新建倉 |
| 8 | ASO | Academy Sports & Outdoors In | +0.6% | +331.38% | 加碼 |
| 9 | HOOD | Robinhood Markets Inc - A | +0.6% | NEW | 新建倉 |
| 10 | FN | Fabrinet | +0.4% | NEW | 新建倉 |
| 11 | FIVE | Five Below | +0.3% | +39.51% | 加碼 |
| 12 | CWAN | Clearwater Analytics Holdings, Inc. | +0.3% | +189.46% | 加碼 |
| 13 | NTNX | Nutanix Inc - A | +0.3% | +235.53% | 加碼 |
| 14 | RDDT | Reddit Inc-cl A | +0.3% | NEW | 新建倉 |
| 15 | TOST | Toast Inc-class A | +0.3% | +6.82% | 加碼 |
| 16 | PLTR | Palantir Technologies Inc-a | +0.2% | -20.09% | 減碼 |
| 17 | IRTC | Irhythm Holdings Inc | +0.2% | +25.63% | 加碼 |
| 18 | TTWO | Take-two Interactive Softwre | +0.2% | -0.65% | 減碼 |
| 19 | VST | Vistra CORP | +0.2% | NEW | 新建倉 |
| 20 | ✓ | Cyberark Software LTD. Cmn | +0.2% | -2.43% | 減碼 |
| 21 | BRBR | Bellring Brands Inc | +0.2% | -7.70% | 減碼 |
| 22 | LYV | Live Nation Entertainment In | +0.2% | -1.31% | 減碼 |
| 23 | P | Everpure Inc-a | +0.2% | -1.11% | 減碼 |
| 24 | BRZE | Braze Inc-a | +0.2% | +20.11% | 加碼 |
| 25 | KTOS | Kratos Defense & Security | +0.1% | -0.65% | 減碼 |
| 26 | MRVL | Marvell Technology Inc | +0.1% | +6.99% | 加碼 |
| 27 | MGNI | Magnite Inc | +0.1% | +146.82% | 加碼 |
| 28 | AAON | Aaon Inc | +0.1% | +6.86% | 加碼 |
| 29 | COHR | Coherent CORP | +0.1% | NEW | 新建倉 |
| 30 | RBRK | Rubrik Inc-a | +0.1% | +1.40% | 加碼 |
| 31 | S | Sentinelone Inc -class A | +0.1% | +37.30% | 加碼 |
| 32 | LSCC | Lattice Semiconductor CORP | +0.1% | +12.57% | 加碼 |
| 33 | KRNT | Kornit Digital Ltd. | +0.1% | +4.44% | 加碼 |
| 34 | MTSI | Macom Technology Solutions H | +0.1% | -0.85% | 減碼 |
| 35 | DXCM | Dexcom Inc | +0.1% | +2.84% | 加碼 |
| 36 | KNSL | Kinsale Capital Group Inc | +0.1% | +12.46% | 加碼 |
| 37 | GLOB | Globant S.A. | +0.1% | +7.03% | 加碼 |
| 38 | AMBA | Ambarella, Inc. | +0.1% | +0.49% | 加碼 |
| 39 | DECK | Deckers Outdoor CORP | +0.1% | -11.47% | 減碼 |
| 40 | AGYS | Agilysys Inc | +0.1% | NEW | 新建倉 |
| 41 | ZETA | Zeta Global Holdings Corp-a | +0.1% | +219.50% | 加碼 |
| 42 | FTI | TechnipFMC plc | +0.1% | -1.52% | 減碼 |
| 43 | GNRC | Generac Holdings Inc | +0.1% | +25.35% | 加碼 |
| 44 | SEI | Solaris Energy Infrastructur | +0.1% | NEW | 新建倉 |
| 45 | GLBE | Global-E Online Ltd. | +0.1% | NEW | 新建倉 |
| 46 | BURL | Burlington Stores Inc | +0.1% | -1.28% | 減碼 |
| 47 | MEDP | Medpace Holdings Inc | +0.1% | +15.57% | 加碼 |
| 48 | AVAV | Aerovironment Inc | +0.1% | +39.99% | 加碼 |
| 49 | 62C | Piper Sandler Cos | +0.1% | +3.36% | 加碼 |
| 50 | OKTA | Okta Inc | +0.1% | +10.28% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Stephens Investment Management Group LLC 在 Q4 2024 季度的美股持倉總市值約為 US$93.3億，共申報了 171 個公開持股部位。
在 Q4 2024 季度，Stephens Investment Management Group LLC 按市值排列的前三大核心持股分別為：CYBERARK SOFTWARE LTD. CMN (1.8%)、MANH (1.8%)、GWRE (1.7%)。其中最大持股部位 CYBERARK SOFTWARE LTD. CMN 佔據整體投資組合約 1.8% 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
EXE
市值: US$1.0億
本季最大獲利了結 / 清倉標的
SWN1EUR
前期市值: US$7832.9萬
在 Q4 2024 季度中，Stephens Investment Management Group LLC 共進行了 166 項持倉異動，包含新建倉 16 個部位、加碼 57 個部位、減碼 87 個部位以及清倉 6 個部位。 其中最大新建倉標的為 EXE。 本季清倉部位包含 SWN1EUR。
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。