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
49 檔
64.8%
在 Q4 2024 申報期間，Vulcan Value Partners, LLC（CIK: 0001556785）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$32.9億，共持有 49 個公開申報部位。
在 Q4 2024 期間，Vulcan Value Partners, LLC 展現了靈活的資產再平衡步調，透過出清 2 檔弱勢或達到目標價部位，將資金轉置於 8 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 MSFT, SWKS, AMZN）累計市值佔比達 64.8%，是驅動 Vulcan Value Partners, 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 | MSFT | Microsoft CORP | 股票-科技 | 8.38% | +0.33% | +44.53% | |
| 2 | SWKS | Skyworks Solutions Inc | 股票-科技 | 7.85% | — | +29.17% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 7.11% | -1.61% | -15.15% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 6.17% | +0.66% | +2.72% | |
| 5 | CSGP | Costar Group Inc | 股票-房地產 | 6.10% | — | +15.11% | |
| 6 | EG | Everest Group, Ltd. | 股票-金融 | 5.93% | -0.52% | +279.14% | |
| 7 | MA | Mastercard Inc - A | 股票-金融 | 5.77% | +2.78% | +1.78% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 5.30% | -0.28% | +5.27% | |
| 9 | TDG | Transdigm Group Inc | 股票-工業 | 5.00% | +1.25% | +20.82% | |
| 10 | CG | Carlyle Group Inc/the | 股票-金融 | 4.50% | — | -21.42% | |
| 11 | CBRE | Cbre Group Inc - A | 股票-房地產 | 4.46% | — | +3.56% | |
| 12 | CRM | Salesforce Inc | 股票-科技 | 4.19% | -0.19% | -46.01% | |
| 13 | QRVO | Qorvo Inc | 股票-科技 | 3.02% | -0.04% | +53.75% | |
| 14 | NICE | Nice LTD - Spon Adr | 股票-科技 | 2.71% | -0.35% | -4.97% | |
| 15 | ELV | Elevance Health Inc | 股票-醫療保健 | 2.43% | -0.47% | +41.04% | |
| 16 | JLL | Jones Lang Lasalle Inc | 股票-房地產 | 1.84% | +0.03% | -6.82% | |
| 17 | KMX | Carmax Inc | 股票-循環性消費 | 1.81% | -0.96% | -7.56% | |
| 18 | HEI-A | Heico Corp-class A | 股票-其他 | 1.57% | +0.21% | -9.80% | |
| 19 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 1.54% | — | -9.19% | |
| 20 | CCK | Crown Holdings Inc | 股票-循環性消費 | 1.14% | — | +450.53% | |
| 21 | ARES | Ares Management CORP - A | 股票-金融 | 1.06% | +1.56% | -47.38% | |
| 22 | LYV | Live Nation Entertainment In | 股票-通訊服務 | 1.00% | — | -81.27% | |
| 23 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.96% | -5.70% | — | |
| 24 | LFUS | Littelfuse Inc | 股票-科技 | 0.79% | -0.46% | -7.77% | |
| 25 | CWK | Cushman & Wakefield Limited | 股票-其他 | 0.79% | — | -11.81% | |
| 26 | G | Genpact Limited | 股票-科技 | 0.78% | -0.26% | -21.40% | |
| 27 | ABM | Abm Industries Inc | 股票-其他 | 0.73% | -0.04% | -18.77% | |
| 28 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.70% | — | -4.54% | |
| 29 | CIGI | Colliers Intl Gr-subord Vot | 股票-其他 | 0.68% | -0.12% | -22.41% | |
| 30 | DNB | Dun & Bradstreet Holdings In | 股票-其他 | 0.57% | — | -9.33% | |
| 31 | MEDP | Medpace Holdings Inc | 股票-醫療保健 | 0.56% | -0.30% | +119.82% | |
| 32 | ✓ | Ituran Location And Control | 股票-其他 | 0.54% | -0.41% | -15.47% | |
| 33 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.51% | — | -10.30% | |
| 34 | FISV | Fiserv Inc | 股票-其他 | 0.50% | -0.29% | -67.13% | |
| 35 | MLKN | Millerknoll Inc | 股票-其他 | 0.47% | +0.01% | +12.79% | |
| 36 | SDA | Sealed Air CORP | 股票-循環性消費 | 0.41% | — | -9.56% | |
| 37 | VRTS | Virtus Investment Partners | 股票-其他 | 0.36% | — | -14.29% | |
| 38 | PK | Park Hotels & Resorts Inc | 股票-房地產 | 0.28% | -0.33% | EXIT | |
| 39 | PRG | Prog Holdings Inc | 股票-其他 | 0.26% | -0.03% | -20.13% | |
| 40 | TKR | Timken Co | 股票-工業 | 0.25% | — | -7.84% | |
| 41 | DEO | Diageo Plc-sponsored Adr | 股票-非循環性消費 | 0.19% | — | — | |
| 42 | MIDD | Middleby CORP | 股票-工業 | 0.19% | — | — | |
| 43 | FBIN | Fortune Brands Innovations I | 股票-工業 | 0.17% | +0.01% | — | |
| 44 | ENS | Enersys | 股票-工業 | 0.17% | — | -9.18% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.13% | — | — | |
| 46 | RTO | Rentokil Initial Plc-sp Adr | 股票-其他 | 0.09% | — | — | |
| 47 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.01% | +0.05% | NEW | |
| 48 | KKR | Kkr & Co Inc | 股票-金融 | 0.01% | — | -99.88% | |
| 49 | IHG | Intercontinental Hotels-adr | 股票-其他 | 0.01% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | EG | Everest Group, Ltd. | +4.2% | +279.14% | 加碼 |
| 2 | MSFT | Microsoft CORP | +2.5% | +44.53% | 加碼 |
| 3 | SWKS | Skyworks Solutions Inc | +1.1% | +29.17% | 加碼 |
| 4 | UNH | Unitedhealth Group Inc | +1% | NEW | 新建倉 |
| 5 | V | Visa Inc-class A Shares | +0.9% | +5.27% | 加碼 |
| 6 | CCK | Crown Holdings Inc | +0.9% | +450.53% | 加碼 |
| 7 | GOOG | Alphabet Inc-cl C | +0.9% | +2.72% | 加碼 |
| 8 | CSGP | Costar Group Inc | +0.5% | +15.11% | 加碼 |
| 9 | MA | Mastercard Inc - A | +0.5% | +1.78% | 加碼 |
| 10 | CBRE | Cbre Group Inc - A | +0.4% | +3.56% | 加碼 |
| 11 | TDG | Transdigm Group Inc | +0.3% | +20.82% | 加碼 |
| 12 | MEDP | Medpace Holdings Inc | +0.3% | +119.82% | 加碼 |
| 13 | DEO | Diageo Plc-sponsored Adr | +0.2% | NEW | 新建倉 |
| 14 | MIDD | Middleby CORP | +0.2% | NEW | 新建倉 |
| 15 | FBIN | Fortune Brands Innovations I | +0.2% | NEW | 新建倉 |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | NEW | 新建倉 |
| 17 | QRVO | Qorvo Inc | +0.1% | +53.75% | 加碼 |
| 18 | RTO | Rentokil Initial Plc-sp Adr | +0.1% | NEW | 新建倉 |
| 19 | IWD | Ishares Russell 1000 Value E | 0% | NEW | 新建倉 |
| 20 | MLKN | Millerknoll Inc | 0% | +12.79% | 加碼 |
| 21 | IHG | Intercontinental Hotels-adr | 0% | NEW | 新建倉 |
| 22 | MAR | Marriott International -cl A | — | -10.30% | 減碼 |
| 23 | DNB | Dun & Bradstreet Holdings In | 0% | -9.33% | 減碼 |
| 24 | ✓ | Ituran Location And Control | 0% | -15.47% | 減碼 |
| 25 | AMZN | Amazon.com Inc | 0% | -15.15% | 減碼 |
| 26 | PK | Park Hotels & Resorts Inc | 0% | -10.21% | 減碼 |
| 27 | VRTS | Virtus Investment Partners | 0% | -14.29% | 減碼 |
| 28 | ABT | Abbott Laboratories | 0% | -4.54% | 減碼 |
| 29 | ENS | Enersys | 0% | -9.18% | 減碼 |
| 30 | KMX | Carmax Inc | -0.1% | -7.56% | 減碼 |
| 31 | SMRT | Smartrent Inc | -0.1% | EXIT | 清倉 |
| 32 | SDA | Sealed Air CORP | -0.1% | -9.56% | 減碼 |
| 33 | TKR | Timken Co | -0.1% | -7.84% | 減碼 |
| 34 | SSNC | Ss&c Technologies Holdings | -0.1% | -9.19% | 減碼 |
| 35 | PRG | Prog Holdings Inc | -0.1% | -20.13% | 減碼 |
| 36 | G | Genpact Limited | -0.1% | -21.40% | 減碼 |
| 37 | CWK | Cushman & Wakefield Limited | -0.1% | -11.81% | 減碼 |
| 38 | LFUS | Littelfuse Inc | -0.2% | -7.77% | 減碼 |
| 39 | ABM | Abm Industries Inc | -0.2% | -18.77% | 減碼 |
| 40 | AYI | Acuity Inc | -0.2% | EXIT | 清倉 |
| 41 | NICE | Nice LTD - Spon Adr | -0.2% | -4.97% | 減碼 |
| 42 | JLL | Jones Lang Lasalle Inc | -0.3% | -6.82% | 減碼 |
| 43 | CIGI | Colliers Intl Gr-subord Vot | -0.3% | -22.41% | 減碼 |
| 44 | HEI-A | Heico Corp-class A | -0.3% | -9.80% | 減碼 |
| 45 | CG | Carlyle Group Inc/the | -0.4% | -21.42% | 減碼 |
| 46 | ARES | Ares Management CORP - A | -0.7% | -47.38% | 減碼 |
| 47 | FISV | Fiserv Inc | -0.8% | -67.13% | 減碼 |
| 48 | CRM | Salesforce Inc | -2.2% | -46.01% | 減碼 |
| 49 | LYV | Live Nation Entertainment In | -3.5% | -81.27% | 減碼 |
| 50 | KKR | Kkr & Co Inc | -4% | -99.88% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Vulcan Value Partners, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$32.9億，共申報了 49 個公開持股部位。
在 Q4 2024 季度，Vulcan Value Partners, LLC 按市值排列的前三大核心持股分別為：MSFT (8.4%)、SWKS (7.8%)、AMZN (7.1%)。其中最大持股部位 MSFT 佔據整體投資組合約 8.4% 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
UNH
市值: US$5739.7萬
本季最大獲利了結 / 清倉標的
AYI
前期市值: US$1270.9萬
在 Q4 2024 季度中，Vulcan Value Partners, LLC 共進行了 50 項持倉異動，包含新建倉 8 個部位、加碼 13 個部位、減碼 27 個部位以及清倉 2 個部位。 其中最大新建倉標的為 UNH。 本季清倉部位包含 AYI。
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。