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
43 檔
57.8%
根據最新整理的 13F 季度數據集，Vulcan Value Partners, LLC 於 Q3 2024 結束時的管理資產規模為 US$32.9億。該機構在本季度申報了 43 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q3 2024，Vulcan Value Partners, LLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 37 個部位並完全清倉 3 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Vulcan Value Partners, LLC 的前 5 大持股（包含 AMZN, SWKS, CRM）貢獻了組合市值的 57.8%，形成該機構在 Q3 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 | AMZN | Amazon.com Inc | 股票-循環性消費 | 7.12% | -1.61% | -8.37% | |
| 2 | SWKS | Skyworks Solutions Inc | 股票-科技 | 6.77% | — | -9.35% | |
| 3 | CRM | Salesforce Inc | 股票-科技 | 6.37% | -0.19% | -5.95% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 5.92% | +0.33% | -0.55% | |
| 5 | CSGP | Costar Group Inc | 股票-房地產 | 5.59% | — | +7.03% | |
| 6 | MA | Mastercard Inc - A | 股票-金融 | 5.32% | +2.78% | -6.58% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 5.28% | +0.66% | -4.80% | |
| 8 | CG | Carlyle Group Inc/the | 股票-金融 | 4.89% | — | -9.44% | |
| 9 | TDG | Transdigm Group Inc | 股票-工業 | 4.66% | +1.25% | -11.54% | |
| 10 | LYV | Live Nation Entertainment In | 股票-通訊服務 | 4.51% | — | -8.58% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 4.39% | -0.28% | -6.57% | |
| 12 | CBRE | Cbre Group Inc - A | 股票-房地產 | 4.09% | — | -26.36% | |
| 13 | KKR | Kkr & Co Inc | 股票-金融 | 4.05% | — | -36.60% | |
| 14 | NICE | Nice LTD - Spon Adr | 股票-科技 | 2.92% | -0.35% | -15.51% | |
| 15 | QRVO | Qorvo Inc | 股票-科技 | 2.90% | -0.04% | -20.95% | |
| 16 | ELV | Elevance Health Inc | 股票-醫療保健 | 2.43% | -0.47% | -19.03% | |
| 17 | JLL | Jones Lang Lasalle Inc | 股票-房地產 | 2.11% | +0.03% | -50.38% | |
| 18 | HEI-A | Heico Corp-class A | 股票-其他 | 1.91% | +0.21% | -23.68% | |
| 19 | KMX | Carmax Inc | 股票-循環性消費 | 1.86% | -0.96% | -21.43% | |
| 20 | ARES | Ares Management CORP - A | 股票-金融 | 1.78% | +1.56% | -40.33% | |
| 21 | EG | Everest Group, Ltd. | 股票-金融 | 1.69% | -0.52% | — | |
| 22 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 1.66% | — | -30.37% | |
| 23 | FISV | Fiserv Inc | 股票-其他 | 1.34% | -0.29% | -26.00% | |
| 24 | CIGI | Colliers Intl Gr-subord Vot | 股票-其他 | 0.98% | -0.12% | -14.81% | |
| 25 | LFUS | Littelfuse Inc | 股票-科技 | 0.96% | -0.46% | -10.12% | |
| 26 | CWK | Cushman & Wakefield Limited | 股票-其他 | 0.93% | — | -14.47% | |
| 27 | ABM | Abm Industries Inc | 股票-其他 | 0.93% | -0.04% | -10.15% | |
| 28 | G | Genpact Limited | 股票-科技 | 0.91% | -0.26% | — | |
| 29 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.74% | — | -22.45% | |
| 30 | DNB | Dun & Bradstreet Holdings In | 股票-其他 | 0.58% | — | -42.17% | |
| 31 | ✓ | Ituran Location And Control | 股票-其他 | 0.55% | -0.41% | -13.56% | |
| 32 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.51% | — | -13.24% | |
| 33 | SDA | Sealed Air CORP | 股票-循環性消費 | 0.48% | — | -9.48% | |
| 34 | MLKN | Millerknoll Inc | 股票-其他 | 0.46% | +0.01% | -4.63% | |
| 35 | VRTS | Virtus Investment Partners | 股票-其他 | 0.40% | — | -10.72% | |
| 36 | PRG | Prog Holdings Inc | 股票-其他 | 0.38% | -0.03% | -41.38% | |
| 37 | TKR | Timken Co | 股票-工業 | 0.32% | — | -12.35% | |
| 38 | PK | Park Hotels & Resorts Inc | 股票-房地產 | 0.31% | -0.33% | EXIT | |
| 39 | MEDP | Medpace Holdings Inc | 股票-醫療保健 | 0.26% | -0.30% | +19.43% | |
| 40 | CCK | Crown Holdings Inc | 股票-循環性消費 | 0.24% | — | -18.41% | |
| 41 | AYI | Acuity Inc | 股票-工業 | 0.21% | — | +65.83% | |
| 42 | ENS | Enersys | 股票-工業 | 0.21% | — | -12.98% | |
| 43 | SMRT | Smartrent Inc | 股票-其他 | 0.06% | — | -78.25% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | EG | Everest Group, Ltd. | +1.7% | NEW | 新建倉 |
| 2 | G | Genpact Limited | +0.9% | NEW | 新建倉 |
| 3 | CSGP | Costar Group Inc | +0.9% | +7.03% | 加碼 |
| 4 | MA | Mastercard Inc - A | +0.7% | -6.58% | 減碼 |
| 5 | LYV | Live Nation Entertainment In | +0.7% | -8.58% | 減碼 |
| 6 | CRM | Salesforce Inc | +0.6% | -5.95% | 減碼 |
| 7 | CBRE | Cbre Group Inc - A | +0.5% | -26.36% | 減碼 |
| 8 | TDG | Transdigm Group Inc | +0.4% | -11.54% | 減碼 |
| 9 | CG | Carlyle Group Inc/the | +0.3% | -9.44% | 減碼 |
| 10 | V | Visa Inc-class A Shares | +0.3% | -6.57% | 減碼 |
| 11 | MSFT | Microsoft CORP | +0.3% | -0.55% | 減碼 |
| 12 | CIGI | Colliers Intl Gr-subord Vot | +0.2% | -14.81% | 減碼 |
| 13 | CWK | Cushman & Wakefield Limited | +0.2% | -14.47% | 減碼 |
| 14 | AYI | Acuity Inc | +0.1% | +65.83% | 加碼 |
| 15 | PK | Park Hotels & Resorts Inc | +0.1% | +42.39% | 加碼 |
| 16 | ABM | Abm Industries Inc | 0% | -10.15% | 減碼 |
| 17 | CCK | Crown Holdings Inc | 0% | -18.41% | 減碼 |
| 18 | LFUS | Littelfuse Inc | 0% | -10.12% | 減碼 |
| 19 | MEDP | Medpace Holdings Inc | 0% | +19.43% | 加碼 |
| 20 | ✓ | Ituran Location And Control | 0% | -13.56% | 減碼 |
| 21 | SDA | Sealed Air CORP | 0% | -9.48% | 減碼 |
| 22 | TKR | Timken Co | 0% | -12.35% | 減碼 |
| 23 | MAR | Marriott International -cl A | 0% | -13.24% | 減碼 |
| 24 | MLKN | Millerknoll Inc | 0% | -4.63% | 減碼 |
| 25 | ENS | Enersys | 0% | -12.98% | 減碼 |
| 26 | FISV | Fiserv Inc | 0% | -26.00% | 減碼 |
| 27 | VRTS | Virtus Investment Partners | 0% | -10.72% | 減碼 |
| 28 | PRG | Prog Holdings Inc | 0% | -41.38% | 減碼 |
| 29 | ABT | Abbott Laboratories | -0.1% | -22.45% | 減碼 |
| 30 | HEI-A | Heico Corp-class A | -0.1% | -23.68% | 減碼 |
| 31 | PLNT | Planet Fitness Inc - Cl A | -0.1% | EXIT | 清倉 |
| 32 | DNB | Dun & Bradstreet Holdings In | -0.2% | -42.17% | 減碼 |
| 33 | SSNC | Ss&c Technologies Holdings | -0.2% | -30.37% | 減碼 |
| 34 | KMX | Carmax Inc | -0.2% | -21.43% | 減碼 |
| 35 | NICE | Nice LTD - Spon Adr | -0.2% | -15.51% | 減碼 |
| 36 | AMZN | Amazon.com Inc | -0.2% | -8.37% | 減碼 |
| 37 | GOOG | Alphabet Inc-cl C | -0.3% | -4.80% | 減碼 |
| 38 | SMRT | Smartrent Inc | -0.3% | -78.25% | 減碼 |
| 39 | ELV | Elevance Health Inc | -0.4% | -19.03% | 減碼 |
| 40 | ARES | Ares Management CORP - A | -0.6% | -40.33% | 減碼 |
| 41 | SWKS | Skyworks Solutions Inc | -0.6% | -9.35% | 減碼 |
| 42 | KKR | Kkr & Co Inc | -0.7% | -36.60% | 減碼 |
| 43 | SBUX | Starbucks CORP | -0.8% | EXIT | 清倉 |
| 44 | JLL | Jones Lang Lasalle Inc | -0.8% | -50.38% | 減碼 |
| 45 | QRVO | Qorvo Inc | -0.9% | -20.95% | 減碼 |
| 46 | UNH | Unitedhealth Group Inc | -1.3% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Vulcan Value Partners, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$32.9億，共申報了 43 個公開持股部位。
在 Q3 2024 季度，Vulcan Value Partners, LLC 按市值排列的前三大核心持股分別為：AMZN (7.1%)、SWKS (6.8%)、CRM (6.4%)。其中最大持股部位 AMZN 佔據整體投資組合約 7.1% 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
EG
市值: US$1.0億
本季最大獲利了結 / 清倉標的
UNH
前期市值: US$8511.7萬
在 Q3 2024 季度中，Vulcan Value Partners, LLC 共進行了 46 項持倉異動，包含新建倉 2 個部位、加碼 4 個部位、減碼 37 個部位以及清倉 3 個部位。 其中最大新建倉標的為 EG。 本季清倉部位包含 UNH。
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。