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: 0001569064
申報總市值
US$54.7億
US$54.7億
98 檔
16.0%
在 Q2 2024 申報期間，Montanova Capital, LLC（CIK: 0001569064）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$54.7億，共持有 98 個公開申報部位。
在 Q2 2024 期間，Montanova Capital, LLC 展現了靈活的資產再平衡步調，透過出清 10 檔弱勢或達到目標價部位，將資金轉置於 7 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 SPY, BHVN, INSM）累計市值佔比達 16.0%，是驅動 Montanova Capital, 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 10.00% | +7.16% | +11.11% | |
| 2 | BHVN | Biohaven Ltd. | 股票-其他 | 6.63% | +0.58% | +29.88% | |
| 3 | INSM | Insmed Inc | 股票-醫療保健 | 6.21% | — | +24.66% | |
| 4 | KURA | Kura Oncology Inc | 股票-其他 | 5.35% | -0.06% | — | |
| 5 | ITCIEUR | Intra-cellular Therapies Inc | 股票-其他 | 3.94% | — | +63.26% | |
| 6 | ARQT | Arcutis Biotherapeutics Inc | 股票-其他 | 3.42% | -1.46% | +27.00% | |
| 7 | RARE | Ultragenyx Pharmaceutical In | 股票-其他 | 3.11% | — | +22.94% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.10% | -0.67% | -3.71% | |
| 9 | ACLXGBX | Arcellx Inc | 股票-其他 | 3.07% | — | -2.95% | |
| 10 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 3.02% | -0.21% | +967.70% | |
| 11 | AAPL | Apple Inc | 股票-科技 | 2.81% | — | +105.66% | |
| 12 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.53% | -0.46% | -0.19% | |
| 13 | ETNBGBP | 89bio Inc | 股票-其他 | 2.36% | — | +27.53% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.24% | +0.08% | +6.50% | |
| 15 | AMD | Advanced Micro Devices | 股票-科技 | 2.06% | +1.39% | +1.26% | |
| 16 | ELV | Elevance Health Inc | 股票-醫療保健 | 1.82% | — | +79.56% | |
| 17 | 4XC1 | Kalvista Pharmaceuticals Inc | 股票-其他 | 1.81% | -2.45% | EXIT | |
| 18 | RPRX | Royalty Pharma plc | 股票-醫療保健 | 1.81% | — | -17.06% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.71% | -0.02% | +31.16% | |
| 20 | EYPT | Eyepoint Inc | 股票-其他 | 1.65% | -0.56% | +37.51% | |
| 21 | APO | Apollo Global Management Inc | 股票-金融 | 1.54% | -0.27% | -4.36% | |
| 22 | T | At&t Inc | 股票-通訊服務 | 1.54% | — | -8.83% | |
| 23 | SYY | Sysco CORP | 股票-非循環性消費 | 1.37% | +0.05% | — | |
| 24 | CTNM | Contineum Therapeutics Inc-a | 股票-其他 | 1.33% | -0.10% | — | |
| 25 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.31% | — | +2.58% | |
| 26 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.30% | — | -29.07% | |
| 27 | ORCL | Oracle CORP | 股票-科技 | 1.27% | — | +24.63% | |
| 28 | GE | General Electric | 股票-工業 | 1.20% | -0.13% | -1.20% | |
| 29 | ERAS | Erasca Inc | 股票-其他 | 1.19% | -1.42% | EXIT | |
| 30 | CRH | CRH plc | 股票-原物料 | 1.19% | — | +28.73% | |
| 31 | AVBP | Arrivent Biopharma Inc | 股票-其他 | 1.17% | +0.28% | +9.53% | |
| 32 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.03% | — | — | |
| 33 | FERG | Ferguson Enterprises Inc. | 股票-工業 | 1.03% | — | -14.32% | |
| 34 | TSLA | Tesla Inc | 股票-循環性消費 | 0.98% | -0.05% | EXIT | |
| 35 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.92% | — | -48.29% | |
| 36 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.92% | — | +4900.00% | |
| 37 | PEPG | Pepgen Inc | 股票-其他 | 0.89% | — | — | |
| 38 | ✓ | Prokidney CORP | 股票-其他 | 0.84% | — | +141.51% | |
| 39 | STRO | Sutro Biopharma, Inc. | 股票-其他 | 0.83% | — | +33.41% | |
| 40 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.71% | -0.09% | -16.94% | |
| 41 | PINS | Pinterest Inc- Class A | 股票-通訊服務 | 0.66% | — | +3.56% | |
| 42 | ✓ | Zura Bio LTD | 股票-其他 | 0.62% | -0.36% | +70.56% | |
| 43 | FULC | Fulcrum Therapeutics Inc | 股票-其他 | 0.58% | -1.04% | -10.79% | |
| 44 | ABEO | Abeona Therapeutics Inc | 股票-其他 | 0.57% | -0.25% | — | |
| 45 | RCUS | Arcus Biosciences Inc | 股票-其他 | 0.54% | -0.09% | — | |
| 46 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.48% | -0.11% | — | |
| 47 | BNTC | Benitec Biopharma Inc | 股票-其他 | 0.43% | -0.31% | +728.17% | |
| 48 | ✓ | Immatics NV | 股票-其他 | 0.40% | -0.74% | — | |
| 49 | SNY | Sanofi-adr | 股票-醫療保健 | 0.38% | — | — | |
| 50 | IFRX | InflaRx N.V. | 股票-其他 | 0.37% | +0.76% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | INSM | Insmed Inc | +4.2% | +24.66% | 加碼 |
| 2 | UNH | Unitedhealth Group Inc | +2.7% | +967.70% | 加碼 |
| 3 | AAPL | Apple Inc | +1.7% | +105.66% | 加碼 |
| 4 | ITCIEUR | Intra-cellular Therapies Inc | +1.5% | +63.26% | 加碼 |
| 5 | SYY | Sysco CORP | +1.4% | NEW | 新建倉 |
| 6 | CTNM | Contineum Therapeutics Inc-a | +1.3% | NEW | 新建倉 |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.3% | +11.11% | 加碼 |
| 8 | ERAS | Erasca Inc | +1.2% | NEW | 新建倉 |
| 9 | MCD | Mcdonald's CORP | +1% | NEW | 新建倉 |
| 10 | TSLA | Tesla Inc | +1% | NEW | 新建倉 |
| 11 | ELV | Elevance Health Inc | +0.8% | +79.56% | 加碼 |
| 12 | ✓ | Prokidney CORP | +0.6% | +141.51% | 加碼 |
| 13 | TSM | Taiwan Semiconductor-sp Adr | +0.6% | +6.50% | 加碼 |
| 14 | ABEO | Abeona Therapeutics Inc | +0.6% | NEW | 新建倉 |
| 15 | ARQT | Arcutis Biotherapeutics Inc | +0.5% | +27.00% | 加碼 |
| 16 | MSFT | Microsoft CORP | +0.5% | +31.16% | 加碼 |
| 17 | BNTC | Benitec Biopharma Inc | +0.4% | +728.17% | 加碼 |
| 18 | GLUE | Monte Rosa Therapeutics Inc | +0.4% | NEW | 新建倉 |
| 19 | ORCL | Oracle CORP | +0.4% | +24.63% | 加碼 |
| 20 | ✓ | Zura Bio LTD | +0.4% | +70.56% | 加碼 |
| 21 | RARE | Ultragenyx Pharmaceutical In | +0.2% | +22.94% | 加碼 |
| 22 | AMZN | Amazon.com Inc | +0.1% | -0.19% | 減碼 |
| 23 | ELAN | Elanco Animal Health Inc | -0.2% | -50.00% | 減碼 |
| 24 | AMD | Advanced Micro Devices | -0.2% | +1.26% | 加碼 |
| 25 | KRRO | Korro Bio Inc | -0.3% | EXIT | 清倉 |
| 26 | KURA | Kura Oncology Inc | -0.3% | — | 不變 |
| 27 | RVNCEUR | Revance Therapeutics Inc | -0.3% | -96.35% | 減碼 |
| 28 | 430 | Terns Pharmaceuticals Inc | -0.3% | EXIT | 清倉 |
| 29 | FERG | Ferguson Enterprises Inc. | -0.3% | -14.32% | 減碼 |
| 30 | ETNBGBP | 89bio Inc | -0.4% | +27.53% | 加碼 |
| 31 | STRO | Sutro Biopharma, Inc. | -0.4% | +33.41% | 加碼 |
| 32 | GS | Goldman Sachs Group Inc | -0.4% | -29.07% | 減碼 |
| 33 | FULC | Fulcrum Therapeutics Inc | -0.4% | -10.79% | 減碼 |
| 34 | MREO | Mereo Biopharma Group Pl-adr | -0.4% | -97.95% | 減碼 |
| 35 | GPN | Global Payments Inc | -0.5% | EXIT | 清倉 |
| 36 | SBUX | Starbucks CORP | -0.6% | EXIT | 清倉 |
| 37 | HLT | Hilton Worldwide Holdings In | -0.6% | EXIT | 清倉 |
| 38 | CRM | Salesforce Inc | -0.6% | EXIT | 清倉 |
| 39 | FATE | Fate Therapeutics Inc | -0.7% | EXIT | 清倉 |
| 40 | RPRX | Royalty Pharma plc | -0.7% | -17.06% | 減碼 |
| 41 | BCYC | Bicycle Therapeutics Plc-adr | -0.9% | EXIT | 清倉 |
| 42 | VZ | Verizon Communications Inc | -0.9% | -48.29% | 減碼 |
| 43 | ACLXGBX | Arcellx Inc | -1% | -2.95% | 減碼 |
| 44 | MCK | Mckesson CORP | -1.1% | -96.77% | 減碼 |
| 45 | EYPT | Eyepoint Inc | -1.2% | +37.51% | 加碼 |
| 46 | BHVN | Biohaven Ltd. | -1.5% | +29.88% | 加碼 |
| 47 | MRNS* | Marinus Pharmaceuticals Inc | -1.6% | -25.22% | 減碼 |
| 48 | ARGX | Argenx Se - Adr | -1.8% | EXIT | 清倉 |
| 49 | CI | THE Cigna Group | -1.8% | -96.50% | 減碼 |
| 50 | QQQ | Invesco Qqq Trust Series 1 | -3.2% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Montanova Capital, LLC 在 Q2 2024 季度的美股持倉總市值約為 US$54.7億，共申報了 98 個公開持股部位。
在 Q2 2024 季度，Montanova Capital, LLC 按市值排列的前三大核心持股分別為：SPY (10.0%)、BHVN (6.6%)、INSM (6.2%)。其中最大持股部位 SPY 佔據整體投資組合約 10.0% 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
SYY
市值: US$3718.7萬
本季最大獲利了結 / 清倉標的
QQQ
前期市值: US$8658.2萬
在 Q2 2024 季度中，Montanova Capital, LLC 共進行了 49 項持倉異動，包含新建倉 7 個部位、加碼 19 個部位、減碼 13 個部位以及清倉 10 個部位。 其中最大新建倉標的為 SYY。 本季清倉部位包含 QQQ。
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。