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
230 檔
19.4%
Wasatch Advisors LP 在 Q2 2025 季度的美股部位總計估值為 US$152.8億，分散於 230 個持倉標的之中，反映其市場參與廣度與投資規模。
Wasatch Advisors LP 於 Q2 2025 展現出進攻型調倉步調，本季推動了 6 檔股票的新建倉與 22 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 HQY, FOUR, NVMI）累計市值佔比達 19.4%，是驅動 Wasatch Advisors LP 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 230 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 | HQY | Healthequity Inc | 股票-醫療保健 | 3.35% | +0.71% | -15.66% | |
| 2 | FOUR | Shift4 Payments Inc-class A | 股票-科技 | 3.29% | -0.53% | +16.36% | |
| 3 | NVMI | Nova Ltd. | 股票-其他 | 3.17% | -0.64% | +4.87% | |
| 4 | ENSG | Ensign Group Inc/the | 股票-醫療保健 | 2.87% | -0.36% | +5.95% | |
| 5 | OLLI | Ollie's Bargain Outlet Holdi | 股票-非循環性消費 | 2.80% | +0.36% | +1.24% | |
| 6 | FN | Fabrinet | 股票-科技 | 2.75% | -1.55% | +45.10% | |
| 7 | RBC | RBC Bearings Inc | 股票-工業 | 2.66% | -0.72% | -1.02% | |
| 8 | CWST | Casella Waste Systems Inc-a | 股票-工業 | 2.06% | +0.88% | +14.38% | |
| 9 | VVV | Valvoline Inc | 股票-循環性消費 | 2.06% | -0.22% | -17.92% | |
| 10 | MELI | Mercadolibre Inc | 股票-循環性消費 | 1.73% | -0.07% | -12.53% | |
| 11 | PCTY | Paylocity Holding CORP | 股票-科技 | 1.69% | -0.50% | -23.41% | |
| 12 | PNW | Pinnacle West Capital Corporation | 股票-公用事業 | 1.67% | — | -6.65% | |
| 13 | PCOR | Procore Technologies Inc | 股票-科技 | 1.67% | -0.61% | +58.44% | |
| 14 | KAI | Kadant Inc | 股票-其他 | 1.64% | -0.23% | +3.64% | |
| 15 | BRBR | Bellring Brands Inc | 股票-非循環性消費 | 1.57% | -0.21% | EXIT | |
| 16 | MEDP | Medpace Holdings Inc | 股票-醫療保健 | 1.55% | -0.26% | +14.03% | |
| 17 | CAMT | Camtek Ltd. | 股票-其他 | 1.55% | -0.48% | +18.60% | |
| 18 | GLOB | Globant S.A. | 股票-科技 | 1.55% | — | -2.02% | |
| 19 | TREX | Trex Company Inc | 股票-工業 | 1.48% | +0.37% | -7.22% | |
| 20 | FRPT | Freshpet Inc | 股票-非循環性消費 | 1.37% | -0.53% | +40.99% | |
| 21 | OZK | Bank Ozk | 股票-金融 | 1.36% | -0.27% | -23.73% | |
| 22 | SE | Sea Ltd-adr | 股票-通訊服務 | 1.28% | +0.03% | -9.05% | |
| 23 | GSHD | Goosehead Insurance Inc -a | 股票-其他 | 1.26% | -0.05% | +12.55% | |
| 24 | SITE | Siteone Landscape Supply Inc | 股票-工業 | 1.24% | -0.93% | -2.22% | |
| 25 | SAIA | Saia Inc | 股票-工業 | 1.18% | -0.71% | +25.26% | |
| 26 | LOAR | Loar Holdings Inc | 股票-其他 | 1.18% | +0.37% | +290.86% | |
| 27 | FIVE | Five Below | 股票-循環性消費 | 1.12% | -0.86% | -28.31% | |
| 28 | INSP | Inspire Medical Systems Inc | 股票-醫療保健 | 1.11% | -0.05% | EXIT | |
| 29 | HLNE | Hamilton Lane Inc-class A | 股票-金融 | 1.11% | -0.57% | -25.04% | |
| 30 | CWAN | Clearwater Analytics Holdings, Inc. | 股票-科技 | 1.10% | — | +2.96% | |
| 31 | FND | Floor & Decor Holdings Inc-a | 股票-循環性消費 | 1.08% | -0.08% | +19.19% | |
| 32 | NPO | Enpro Inc | 股票-工業 | 1.07% | -0.40% | +34.08% | |
| 33 | CSW | Csw Industrials Inc | 股票-工業 | 1.06% | -0.25% | +20.10% | |
| 34 | MORN | Morningstar Inc | 股票-金融 | 1.06% | — | -2.93% | |
| 35 | QTWO | Q2 Holdings Inc | 股票-科技 | 1.03% | — | EXIT | |
| 36 | ICFI | Icf International Inc | 股票-其他 | 0.98% | -0.23% | -0.33% | |
| 37 | CNS | Cohen & Steers Inc | 股票-其他 | 0.97% | -0.28% | +15.12% | |
| 38 | MC | Moelis & Co - Class A | 股票-金融 | 0.93% | -0.03% | +4.11% | |
| 39 | MOD | Modine Manufacturing Co | 股票-循環性消費 | 0.92% | — | +1.35% | |
| 40 | NU | Nu Holdings Ltd. | 股票-金融 | 0.92% | -0.15% | -34.40% | |
| 41 | NCNO | Ncino Inc | 股票-其他 | 0.91% | — | -7.06% | |
| 42 | GWRE | Guidewire Software Inc | 股票-科技 | 0.91% | -0.10% | -36.62% | |
| 43 | UFPT | Ufp Technologies Inc | 股票-其他 | 0.83% | +0.19% | +1.37% | |
| 44 | CERT | Certara Inc | 股票-其他 | 0.83% | -0.02% | +45.69% | |
| 45 | BCPC | Balchem CORP | 股票-原物料 | 0.80% | -0.44% | -10.19% | |
| 46 | NSA | National Storage Affiliates | 股票-房地產 | 0.79% | — | -21.86% | |
| 47 | NOVT | Novanta Inc | 股票-其他 | 0.74% | +0.03% | +10.55% | |
| 48 | XPEL | Xpel Inc | 股票-其他 | 0.74% | +0.05% | +5.01% | |
| 49 | UFPI | Ufp Industries Inc | 股票-原物料 | 0.73% | -0.42% | +5.06% | |
| 50 | POOL | Pool CORP | 股票-工業 | 0.71% | — | -21.58% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | FN | Fabrinet | +1.4% | +45.10% | 加碼 |
| 2 | NVMI | Nova Ltd. | +1% | +4.87% | 加碼 |
| 3 | LOAR | Loar Holdings Inc | +0.9% | +290.86% | 加碼 |
| 4 | FOUR | Shift4 Payments Inc-class A | +0.8% | +16.36% | 加碼 |
| 5 | WING | Wingstop Inc | +0.6% | NEW | 新建倉 |
| 6 | PCOR | Procore Technologies Inc | +0.6% | +58.44% | 加碼 |
| 7 | CAMT | Camtek Ltd. | +0.6% | +18.60% | 加碼 |
| 8 | ACVA | Acv Auctions Inc-a | +0.5% | +300.95% | 加碼 |
| 9 | VERX | Vertex Inc - Class A | +0.5% | NEW | 新建倉 |
| 10 | ENSG | Ensign Group Inc/the | +0.5% | +5.95% | 加碼 |
| 11 | RLI | Rli CORP | +0.4% | NEW | 新建倉 |
| 12 | GLBE | Global-E Online Ltd. | +0.4% | +231.78% | 加碼 |
| 13 | NPO | Enpro Inc | +0.4% | +34.08% | 加碼 |
| 14 | CERT | Certara Inc | +0.3% | +45.69% | 加碼 |
| 15 | LMB | Limbach Holdings Inc | +0.3% | +59.16% | 加碼 |
| 16 | TGNA | Tegna Inc | +0.3% | +5517.64% | 加碼 |
| 17 | ALG | Alamo Group Inc | +0.3% | NEW | 新建倉 |
| 18 | RBC | RBC Bearings Inc | +0.3% | -1.02% | 減碼 |
| 19 | PAY | Paymentus Holdings Inc-a | +0.3% | NEW | 新建倉 |
| 20 | TBBB | BBB Foods Inc. | +0.2% | +314.62% | 加碼 |
| 21 | SXI | Standex International CORP | +0.2% | +62.36% | 加碼 |
| 22 | FRPT | Freshpet, Inc. | +0.2% | NEW | 新建倉 |
| 23 | VITL | Vital Farms Inc | +0.2% | +80.21% | 加碼 |
| 24 | ARLO | Arlo Technologies Inc | +0.2% | +30.10% | 加碼 |
| 25 | AGYS | Agilysys Inc | +0.2% | +5.30% | 加碼 |
| 26 | OLLI | Ollie's Bargain Outlet Holdi | +0.2% | +1.24% | 加碼 |
| 27 | CWST | Casella Waste Systems Inc-a | +0.2% | +14.38% | 加碼 |
| 28 | FIVE | Five Below | +0.2% | -28.31% | 減碼 |
| 29 | MELI | Mercadolibre Inc | +0.2% | -12.53% | 減碼 |
| 30 | MOD | Modine Manufacturing Co | +0.2% | +1.35% | 加碼 |
| 31 | MEDP | Medpace Holdings Inc | +0.1% | +14.03% | 加碼 |
| 32 | PDD | Pdd Holdings Inc | -0.3% | EXIT | 清倉 |
| 33 | IOSP | Innospec Inc | -0.3% | EXIT | 清倉 |
| 34 | MGY | Magnolia Oil & Gas CORP - A | -0.3% | -89.58% | 減碼 |
| 35 | SKY | Champion Homes Inc | -0.3% | -25.22% | 減碼 |
| 36 | GWRE | Guidewire Software Inc | -0.3% | -36.62% | 減碼 |
| 37 | TREX | Trex Company Inc | -0.3% | -7.22% | 減碼 |
| 38 | POOL | Pool CORP | -0.4% | -21.58% | 減碼 |
| 39 | OZK | Bank Ozk | -0.4% | -23.73% | 減碼 |
| 40 | VVV | Valvoline Inc | -0.4% | -17.92% | 減碼 |
| 41 | HLIO | Helios Technologies Inc | -0.5% | -76.19% | 減碼 |
| 42 | NSA | National Storage Affiliates | -0.5% | -21.86% | 減碼 |
| 43 | HLNE | Hamilton Lane Inc-class A | -0.5% | -25.04% | 減碼 |
| 44 | GLOB | Globant S.A. | -0.6% | -2.02% | 減碼 |
| 45 | BRBR | Bellring Brands Inc | -0.7% | -4.27% | 減碼 |
| 46 | TCOM | Trip.com Group Ltd-adr | -0.7% | EXIT | 清倉 |
| 47 | PCTY | Paylocity Holding CORP | -0.7% | -23.41% | 減碼 |
| 48 | YETI | Yeti Holdings Inc | -0.8% | -66.87% | 減碼 |
| 49 | MKTX | Marketaxess Holdings Inc | -0.8% | -94.69% | 減碼 |
| 50 | ✓ | Cyberark Software LTD. Cmn | -0.9% | -89.73% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Wasatch Advisors LP 在 Q2 2025 季度的美股持倉總市值約為 US$152.8億，共申報了 230 個公開持股部位。
在 Q2 2025 季度，Wasatch Advisors LP 按市值排列的前三大核心持股分別為：HQY (3.4%)、FOUR (3.3%)、NVMI (3.2%)。其中最大持股部位 HQY 佔據整體投資組合約 3.4% 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
WING
市值: US$1.1億
本季最大獲利了結 / 清倉標的
TCOM
前期市值: US$1.3億
在 Q2 2025 季度中，Wasatch Advisors LP 共進行了 50 項持倉異動，包含新建倉 6 個部位、加碼 22 個部位、減碼 19 個部位以及清倉 3 個部位。 其中最大新建倉標的為 WING。 本季清倉部位包含 TCOM。
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。