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: 0001556785
申報總市值
US$32.9億
US$32.9億
44 檔
63.2%
Vulcan Value Partners, LLC 在 Q2 2024 季度的美股部位總計估值為 US$32.9億，分散於 44 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 Vulcan Value Partners, LLC 於 Q2 2024 季度持續回收資金，對 32 個既有部位進行裁減並清倉 3 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Vulcan Value Partners, LLC 的前 5 大核心持股（包含 AMZN, SWKS, CRM 等）合計佔整體申報市值的 63.2%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | AMZN | Amazon.com Inc | 股票-循環性消費 | 7.35% | -1.61% | -14.38% | |
| 2 | SWKS | Skyworks Solutions Inc | 股票-科技 | 7.35% | — | +38.79% | |
| 3 | CRM | Salesforce Inc | 股票-科技 | 5.79% | -0.19% | +76.06% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 5.65% | +0.33% | -20.54% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 5.55% | +0.66% | -22.25% | |
| 6 | KKR | Kkr & Co Inc | 股票-金融 | 4.70% | — | -45.65% | |
| 7 | CSGP | Costar Group Inc | 股票-房地產 | 4.68% | — | +90.12% | |
| 8 | MA | Mastercard Inc - A | 股票-金融 | 4.64% | +2.78% | -2.02% | |
| 9 | CG | Carlyle Group Inc/the | 股票-金融 | 4.59% | — | -3.82% | |
| 10 | TDG | Transdigm Group Inc | 股票-工業 | 4.30% | +1.25% | -34.69% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 4.09% | -0.28% | -2.70% | |
| 12 | LYV | Live Nation Entertainment In | 股票-通訊服務 | 3.86% | — | +46.50% | |
| 13 | QRVO | Qorvo Inc | 股票-科技 | 3.77% | -0.04% | +34.95% | |
| 14 | CBRE | Cbre Group Inc - A | 股票-房地產 | 3.62% | — | +4.84% | |
| 15 | NICE | Nice LTD - Spon Adr | 股票-科技 | 3.12% | -0.35% | +49.73% | |
| 16 | JLL | Jones Lang Lasalle Inc | 股票-房地產 | 2.95% | +0.03% | -6.42% | |
| 17 | ELV | Elevance Health Inc | 股票-醫療保健 | 2.85% | -0.47% | -11.50% | |
| 18 | ARES | Ares Management CORP - A | 股票-金融 | 2.33% | +1.56% | -15.72% | |
| 19 | KMX | Carmax Inc | 股票-循環性消費 | 2.04% | -0.96% | +299.68% | |
| 20 | HEI-A | Heico Corp-class A | 股票-其他 | 1.99% | +0.21% | -11.75% | |
| 21 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 1.83% | — | -5.48% | |
| 22 | FISV | Fiserv Inc | 股票-其他 | 1.36% | -0.29% | -7.33% | |
| 23 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.30% | -5.70% | -6.57% | |
| 24 | LFUS | Littelfuse Inc | 股票-科技 | 0.94% | -0.46% | -6.07% | |
| 25 | ABM | Abm Industries Inc | 股票-其他 | 0.90% | -0.04% | -16.88% | |
| 26 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.79% | — | -11.93% | |
| 27 | CIGI | Colliers Intl Gr-subord Vot | 股票-其他 | 0.78% | -0.12% | +4.64% | |
| 28 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.77% | — | -17.69% | |
| 29 | CWK | Cushman & Wakefield Limited | 股票-其他 | 0.76% | — | -6.48% | |
| 30 | DNB | Dun & Bradstreet Holdings In | 股票-其他 | 0.74% | — | +26.76% | |
| 31 | ✓ | Ituran Location And Control | 股票-其他 | 0.54% | -0.41% | -7.59% | |
| 32 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.52% | — | -0.71% | |
| 33 | MLKN | Millerknoll Inc | 股票-其他 | 0.47% | +0.01% | -8.55% | |
| 34 | SDA | Sealed Air CORP | 股票-循環性消費 | 0.47% | — | -15.73% | |
| 35 | VRTS | Virtus Investment Partners | 股票-其他 | 0.44% | — | -18.10% | |
| 36 | PRG | Prog Holdings Inc | 股票-其他 | 0.42% | -0.03% | -19.36% | |
| 37 | SMRT | Smartrent Inc | 股票-其他 | 0.33% | — | -6.85% | |
| 38 | TKR | Timken Co | 股票-工業 | 0.31% | — | -24.13% | |
| 39 | MEDP | Medpace Holdings Inc | 股票-醫療保健 | 0.24% | -0.30% | -49.55% | |
| 40 | ENS | Enersys | 股票-工業 | 0.22% | — | -40.42% | |
| 41 | PK | Park Hotels & Resorts Inc | 股票-房地產 | 0.21% | -0.33% | EXIT | |
| 42 | CCK | Crown Holdings Inc | 股票-循環性消費 | 0.21% | — | +162.10% | |
| 43 | PLNT | Planet Fitness Inc - Cl A | 股票-循環性消費 | 0.11% | — | — | |
| 44 | AYI | Acuity Inc | 股票-工業 | 0.10% | — | -20.48% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SWKS | Skyworks Solutions Inc | +2.2% | +38.79% | 加碼 |
| 2 | CRM | Salesforce Inc | +2.1% | +76.06% | 加碼 |
| 3 | CSGP | Costar Group Inc | +1.6% | +90.12% | 加碼 |
| 4 | KMX | Carmax Inc | +1.5% | +299.68% | 加碼 |
| 5 | QRVO | Qorvo Inc | +1.2% | +34.95% | 加碼 |
| 6 | LYV | Live Nation Entertainment In | +1% | +46.50% | 加碼 |
| 7 | DNB | Dun & Bradstreet Holdings In | +0.1% | +26.76% | 加碼 |
| 8 | CCK | Crown Holdings Inc | +0.1% | +162.10% | 加碼 |
| 9 | HEI-A | Heico Corp-class A | +0.1% | -11.75% | 減碼 |
| 10 | NICE | Nice LTD - Spon Adr | +0.1% | +49.73% | 加碼 |
| 11 | PLNT | Planet Fitness Inc - Cl A | +0.1% | NEW | 新建倉 |
| 12 | JLL | Jones Lang Lasalle Inc | +0.1% | -6.42% | 減碼 |
| 13 | LFUS | Littelfuse Inc | 0% | -6.07% | 減碼 |
| 14 | CBRE | Cbre Group Inc - A | 0% | +4.84% | 加碼 |
| 15 | UNH | Unitedhealth Group Inc | 0% | -6.57% | 減碼 |
| 16 | CIGI | Colliers Intl Gr-subord Vot | 0% | +4.64% | 加碼 |
| 17 | MLKN | Millerknoll Inc | 0% | -8.55% | 減碼 |
| 18 | MAR | Marriott International -cl A | — | -0.71% | 減碼 |
| 19 | GE | General Electric | — | EXIT | 清倉 |
| 20 | CWK | Cushman & Wakefield Limited | 0% | -6.48% | 減碼 |
| 21 | ABM | Abm Industries Inc | 0% | -16.88% | 減碼 |
| 22 | AYI | Acuity Inc | 0% | -20.48% | 減碼 |
| 23 | SMRT | Smartrent Inc | -0.1% | -6.85% | 減碼 |
| 24 | SSNC | Ss&c Technologies Holdings | -0.1% | -5.48% | 減碼 |
| 25 | PRG | Prog Holdings Inc | -0.1% | -19.36% | 減碼 |
| 26 | ELV | Elevance Health Inc | -0.1% | -11.50% | 減碼 |
| 27 | ✓ | Ituran Location And Control | -0.1% | -7.59% | 減碼 |
| 28 | GOOG | Alphabet Inc-cl C | -0.1% | -22.25% | 減碼 |
| 29 | SDA | Sealed Air CORP | -0.1% | -15.73% | 減碼 |
| 30 | ENS | Enersys | -0.1% | -40.42% | 減碼 |
| 31 | TKR | Timken Co | -0.1% | -24.13% | 減碼 |
| 32 | VRTS | Virtus Investment Partners | -0.1% | -18.10% | 減碼 |
| 33 | FISV | Fiserv Inc | -0.1% | -7.33% | 減碼 |
| 34 | ABT | Abbott Laboratories | -0.2% | -11.93% | 減碼 |
| 35 | V | Visa Inc-class A Shares | -0.2% | -2.70% | 減碼 |
| 36 | MEDP | Medpace Holdings Inc | -0.2% | -49.55% | 減碼 |
| 37 | AMZN | Amazon.com Inc | -0.3% | -14.38% | 減碼 |
| 38 | MA | Mastercard Inc - A | -0.3% | -2.02% | 減碼 |
| 39 | SBUX | Starbucks CORP | -0.3% | -17.69% | 減碼 |
| 40 | PK | Park Hotels & Resorts Inc | -0.3% | -52.58% | 減碼 |
| 41 | ARES | Ares Management CORP - A | -0.3% | -15.72% | 減碼 |
| 42 | BALL | Ball CORP | -0.5% | EXIT | 清倉 |
| 43 | G | Genpact Limited | -0.6% | EXIT | 清倉 |
| 44 | MSFT | Microsoft CORP | -0.7% | -20.54% | 減碼 |
| 45 | CG | Carlyle Group Inc/the | -0.7% | -3.82% | 減碼 |
| 46 | TDG | Transdigm Group Inc | -1.7% | -34.69% | 減碼 |
| 47 | KKR | Kkr & Co Inc | -3.2% | -45.65% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Vulcan Value Partners, LLC 在 Q2 2024 季度的美股持倉總市值約為 US$32.9億，共申報了 44 個公開持股部位。
在 Q2 2024 季度，Vulcan Value Partners, LLC 按市值排列的前三大核心持股分別為：AMZN (7.3%)、SWKS (7.3%)、CRM (5.8%)。其中最大持股部位 AMZN 佔據整體投資組合約 7.3% 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
PLNT
市值: US$716.7萬
本季最大獲利了結 / 清倉標的
G
前期市值: US$4226.1萬
在 Q2 2024 季度中，Vulcan Value Partners, LLC 共進行了 47 項持倉異動，包含新建倉 1 個部位、加碼 11 個部位、減碼 32 個部位以及清倉 3 個部位。 其中最大新建倉標的為 PLNT。 本季清倉部位包含 G。
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。