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: 0000814133
申報總市值
US$152.8億
US$152.8億
232 檔
19.6%
根據最新整理的 13F 季度數據集，Wasatch Advisors LP 於 Q4 2024 結束時的管理資產規模為 US$152.8億。該機構在本季度申報了 232 檔美股持倉，呈現出該時期的主要投資地圖。
Q4 2024 的申報記錄反映 Wasatch Advisors LP 的板塊替換策略：機構本季推動了 23 筆增持與 27 筆減持，籌碼呈現明顯的結構重組。
整體而言，Wasatch Advisors LP 的前 5 大持股（包含 GLOB, HQY, FOUR）貢獻了組合市值的 19.6%，形成該機構在 Q4 2024 季度的基本面基石。
僅顯示前 200 大持股（共 232 檔）
| # | 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 | GLOB | Globant S.A. | 股票-科技 | 3.64% | — | -1.57% | |
| 2 | HQY | Healthequity Inc | 股票-醫療保健 | 3.57% | +0.71% | -3.16% | |
| 3 | FOUR | Shift4 Payments Inc-class A | 股票-科技 | 2.99% | -0.53% | -1.21% | |
| 4 | NVMI | Nova Ltd. | 股票-其他 | 2.35% | -0.64% | +49.33% | |
| 5 | PCTY | Paylocity Holding CORP | 股票-科技 | 2.31% | -0.50% | -6.43% | |
| 6 | ENSG | Ensign Group Inc/the | 股票-醫療保健 | 2.30% | -0.36% | +4.78% | |
| 7 | RBC | RBC Bearings Inc | 股票-工業 | 2.25% | -0.72% | -0.45% | |
| 8 | BRBR | Bellring Brands Inc | 股票-非循環性消費 | 2.20% | -0.21% | EXIT | |
| 9 | OLLI | Ollie's Bargain Outlet Holdi | 股票-非循環性消費 | 2.13% | +0.36% | -2.05% | |
| 10 | VVV | Valvoline Inc | 股票-循環性消費 | 1.94% | -0.22% | +11.09% | |
| 11 | KAI | Kadant Inc | 股票-其他 | 1.81% | -0.23% | -7.77% | |
| 12 | CWAN | Clearwater Analytics Holdings, Inc. | 股票-科技 | 1.69% | — | -31.53% | |
| 13 | TREX | Trex Company Inc | 股票-工業 | 1.57% | +0.37% | +12.83% | |
| 14 | OZK | Bank Ozk | 股票-金融 | 1.57% | -0.27% | +19.32% | |
| 15 | MEDP | Medpace Holdings Inc | 股票-醫療保健 | 1.54% | -0.26% | +3.10% | |
| 16 | PNW | Pinnacle West Capital Corporation | 股票-公用事業 | 1.43% | — | -14.16% | |
| 17 | FRPT | Freshpet Inc | 股票-非循環性消費 | 1.43% | -0.53% | -6.93% | |
| 18 | CWST | Casella Waste Systems Inc-a | 股票-工業 | 1.35% | +0.88% | +48.19% | |
| 19 | ITCIEUR | Intra-cellular Therapies Inc | 股票-其他 | 1.34% | — | -15.58% | |
| 20 | SAIA | Saia Inc | 股票-工業 | 1.30% | -0.71% | -16.80% | |
| 21 | MELI | Mercadolibre Inc | 股票-循環性消費 | 1.26% | -0.07% | +1.23% | |
| 22 | FIVE | Five Below | 股票-循環性消費 | 1.26% | -0.86% | +3.70% | |
| 23 | NSA | National Storage Affiliates | 股票-房地產 | 1.25% | — | +8.20% | |
| 24 | HLNE | Hamilton Lane Inc-class A | 股票-金融 | 1.25% | -0.57% | -11.94% | |
| 25 | FN | Fabrinet | 股票-科技 | 1.23% | -1.55% | +46.99% | |
| 26 | GSHD | Goosehead Insurance Inc -a | 股票-其他 | 1.22% | -0.05% | -12.24% | |
| 27 | INSP | Inspire Medical Systems Inc | 股票-醫療保健 | 1.21% | -0.05% | EXIT | |
| 28 | ✓ | Cyberark Software LTD. Cmn | 股票-其他 | 1.21% | — | -25.95% | |
| 29 | ICFI | Icf International Inc | 股票-其他 | 1.18% | -0.23% | +28.99% | |
| 30 | MORN | Morningstar Inc | 股票-金融 | 1.15% | — | -0.84% | |
| 31 | GWRE | Guidewire Software Inc | 股票-科技 | 1.15% | -0.10% | -29.50% | |
| 32 | SITE | Siteone Landscape Supply Inc | 股票-工業 | 1.13% | -0.93% | +9.73% | |
| 33 | QTWO | Q2 Holdings Inc | 股票-科技 | 1.05% | — | EXIT | |
| 34 | YETI | Yeti Holdings Inc | 股票-循環性消費 | 1.05% | — | +0.94% | |
| 35 | FND | Floor & Decor Holdings Inc-a | 股票-循環性消費 | 1.05% | -0.08% | -5.82% | |
| 36 | NCNO | Ncino Inc | 股票-其他 | 1.03% | — | +171.91% | |
| 37 | BCPC | Balchem CORP | 股票-原物料 | 0.97% | -0.44% | -11.27% | |
| 38 | MC | Moelis & Co - Class A | 股票-金融 | 0.96% | -0.03% | -7.57% | |
| 39 | POOL | Pool CORP | 股票-工業 | 0.94% | — | -1.67% | |
| 40 | AAON | Aaon Inc | 股票-工業 | 0.92% | +0.69% | -15.51% | |
| 41 | IOSP | Innospec Inc | 股票-其他 | 0.86% | — | -12.49% | |
| 42 | CNS | Cohen & Steers Inc | 股票-其他 | 0.86% | -0.28% | -38.04% | |
| 43 | SE | Sea Ltd-adr | 股票-通訊服務 | 0.85% | +0.03% | +5.60% | |
| 44 | BROS | Dutch Bros Inc-class A | 股票-循環性消費 | 0.84% | +0.19% | -21.52% | |
| 45 | CCC | Ccc Intelligent Solutions Ho | 股票-科技 | 0.82% | -0.60% | -1.17% | |
| 46 | MOD | Modine Manufacturing Co | 股票-循環性消費 | 0.82% | — | +108.00% | |
| 47 | HLIO | Helios Technologies Inc | 股票-其他 | 0.78% | +0.05% | +0.07% | |
| 48 | XPEL | Xpel Inc | 股票-其他 | 0.77% | +0.05% | -0.85% | |
| 49 | PCOR | Procore Technologies Inc | 股票-科技 | 0.76% | -0.61% | +28.79% | |
| 50 | NOVT | Novanta Inc | 股票-其他 | 0.75% | +0.03% | -0.94% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVMI | Nova Ltd. | +0.7% | +49.33% | 加碼 |
| 2 | NCNO | Ncino Inc | +0.7% | +171.91% | 加碼 |
| 3 | CWST | Casella Waste Systems Inc-a | +0.5% | +48.19% | 加碼 |
| 4 | HQY | Healthequity Inc | +0.5% | -3.16% | 減碼 |
| 5 | FOUR | Shift4 Payments Inc-class A | +0.4% | -1.21% | 減碼 |
| 6 | MOD | Modine Manufacturing Co | +0.4% | +108.00% | 加碼 |
| 7 | CAMT | Camtek Ltd. | +0.4% | +311.79% | 加碼 |
| 8 | FN | Fabrinet | +0.3% | +46.99% | 加碼 |
| 9 | OZK | Bank Ozk | +0.3% | +19.32% | 加碼 |
| 10 | FLO | Flowers Foods Inc | +0.3% | NEW | 新建倉 |
| 11 | FTDR | Frontdoor Inc | +0.3% | NEW | 新建倉 |
| 12 | PCOR | Procore Technologies Inc | +0.3% | +28.79% | 加碼 |
| 13 | PCTY | Paylocity Holding CORP | +0.3% | -6.43% | 減碼 |
| 14 | TCOM | Trip.com Group Ltd-adr | +0.3% | +48.39% | 加碼 |
| 15 | GLOB | Globant S.A. | +0.3% | -1.57% | 減碼 |
| 16 | FIVE | Five Below | +0.3% | +3.70% | 加碼 |
| 17 | TREX | Trex Company Inc | +0.2% | +12.83% | 加碼 |
| 18 | OLLI | Ollie's Bargain Outlet Holdi | +0.2% | -2.05% | 減碼 |
| 19 | HWKN | Hawkins Inc | +0.2% | NEW | 新建倉 |
| 20 | BRBR | Bellring Brands Inc | +0.2% | -11.92% | 減碼 |
| 21 | LOAR | Loar Holdings Inc | +0.2% | NEW | 新建倉 |
| 22 | BROS | Dutch Bros Inc-class A | +0.2% | -21.52% | 減碼 |
| 23 | COCO | Vita Coco Co Inc/the | +0.2% | +17.82% | 加碼 |
| 24 | WEAV | Weave Communications Inc | +0.2% | +38.42% | 加碼 |
| 25 | FLYW | Flywire Corp-voting | +0.1% | +62.06% | 加碼 |
| 26 | MGPI | Mgp Ingredients Inc | +0.1% | NEW | 新建倉 |
| 27 | NOVT | Novanta Inc | -0.1% | -0.94% | 減碼 |
| 28 | IOSP | Innospec Inc | -0.1% | -12.49% | 減碼 |
| 29 | SBH | Sally Beauty Holdings Inc | -0.1% | EXIT | 清倉 |
| 30 | INSP | Inspire Medical Systems Inc | -0.2% | -0.13% | 減碼 |
| 31 | TRNS | Transcat Inc | -0.2% | -33.70% | 減碼 |
| 32 | LGIH | Lgi Homes Inc | -0.2% | +2.69% | 加碼 |
| 33 | ARHS | Arhaus Inc | -0.2% | +0.09% | 加碼 |
| 34 | SAIA | Saia Inc | -0.2% | -16.80% | 減碼 |
| 35 | ✓ | Cyberark Software LTD. Cmn | -0.2% | -25.95% | 減碼 |
| 36 | BCPC | Balchem CORP | -0.2% | -11.27% | 減碼 |
| 37 | CRI | Carter's Inc | -0.2% | -98.84% | 減碼 |
| 38 | NSA | National Storage Affiliates | -0.2% | +8.20% | 加碼 |
| 39 | SIG | Signet Jewelers Limited | -0.2% | EXIT | 清倉 |
| 40 | MELI | Mercadolibre Inc | -0.2% | +1.23% | 加碼 |
| 41 | FND | Floor & Decor Holdings Inc-a | -0.3% | -5.82% | 減碼 |
| 42 | HLNE | Hamilton Lane Inc-class A | -0.4% | -11.94% | 減碼 |
| 43 | QTWO | Q2 Holdings Inc | -0.4% | -41.41% | 減碼 |
| 44 | PACS | Pacs Group Inc | -0.4% | EXIT | 清倉 |
| 45 | SITM | Sitime CORP | -0.4% | -84.73% | 減碼 |
| 46 | CWAN | Clearwater Analytics Holdings, Inc. | -0.6% | -31.53% | 減碼 |
| 47 | CNS | Cohen & Steers Inc | -0.6% | -38.04% | 減碼 |
| 48 | GWRE | Guidewire Software Inc | -0.6% | -29.50% | 減碼 |
| 49 | NU | Nu Holdings Ltd. | -0.6% | -32.41% | 減碼 |
| 50 | BOOT | Boot Barn Holdings Inc | -1.1% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Wasatch Advisors LP 在 Q4 2024 季度的美股持倉總市值約為 US$152.8億，共申報了 232 個公開持股部位。
在 Q4 2024 季度，Wasatch Advisors LP 按市值排列的前三大核心持股分別為：GLOB (3.6%)、HQY (3.6%)、FOUR (3.0%)。其中最大持股部位 GLOB 佔據整體投資組合約 3.6% 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
FLO
市值: US$5847.6萬
本季最大獲利了結 / 清倉標的
BOOT
前期市值: US$2.3億
在 Q4 2024 季度中，Wasatch Advisors LP 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 18 個部位、減碼 23 個部位以及清倉 4 個部位。 其中最大新建倉標的為 FLO。 本季清倉部位包含 BOOT。
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。