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: 0001546172
申報總市值
US$5.4億
US$5.4億
44 檔
11.4%
根據最新整理的 13F 季度數據集，Westerly Capital Management, LLC 於 Q4 2024 結束時的管理資產規模為 US$5.4億。該機構在本季度申報了 44 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 Westerly Capital Management, LLC 的板塊替換策略：機構本季推動了 23 筆增持與 28 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 ASAN, VIAV, MTRX）占據了總市值的 11.4%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
GWRE
市值: US$733.4萬
本季最大獲利了結 / 清倉標的
VOO
前期市值: US$383.8萬
| # | 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 | ASAN | Asana Inc - Cl A | 股票-其他 | 7.76% | +1.69% | -47.37% | |
| 2 | VIAV | Viavi Solutions Inc | 股票-科技 | 7.47% | +1.22% | +38.10% | |
| 3 | MTRX | Matrix Service Co | 股票-其他 | 7.02% | -1.50% | +4.55% | |
| 4 | HIPO | Hippo Holdings Inc | 股票-其他 | 4.97% | -0.18% | -36.88% | |
| 5 | FLR | Fluor CORP | 股票-工業 | 4.28% | -0.43% | +1600.00% | |
| 6 | CGNT | Cognyte Software Ltd. | 股票-其他 | 3.97% | -1.50% | +20.81% | |
| 7 | ADTN | Adtran Holdings Inc | 股票-其他 | 3.95% | -1.46% | -29.55% | |
| 8 | NXDR | Nextdoor Holdings Inc | 股票-其他 | 3.75% | -0.06% | +47.62% | |
| 9 | GWRE | Guidewire Software Inc | 股票-科技 | 3.74% | +1.59% | NEW | |
| 10 | AMD | Advanced Micro Devices, Inc. | 股票-科技 | 3.57% | — | — | |
| 11 | ✓ | Asana Inc | 股票-其他 | 3.00% | — | -97.67% | |
| 12 | HDSN | Hudson Technologies Inc | 股票-其他 | 2.90% | -1.50% | +25.63% | |
| 13 | MRVL | Marvell Technology Inc | 股票-科技 | 2.82% | -5.39% | EXIT | |
| 14 | GLW | Corning Inc | 股票-科技 | 2.67% | -1.48% | EXIT | |
| 15 | FRSH | Freshworks Inc-cl A | 股票-其他 | 2.48% | -2.66% | +9.09% | |
| 16 | LYFT | Lyft Inc-a | 股票-科技 | 2.47% | — | +50.00% | |
| 17 | PRO | Pros Holdings Inc | 股票-其他 | 2.47% | — | +62.96% | |
| 18 | ANGI1EUR | Angi Inc | 股票-其他 | 2.41% | — | +20.85% | |
| 19 | OKTA | Okta Inc | 股票-科技 | 2.33% | — | — | |
| 20 | WDAY | Workday Inc-class A | 股票-科技 | 1.97% | — | -40.00% | |
| 21 | CIEN | Ciena CORP | 股票-科技 | 1.95% | — | -30.77% | |
| 22 | AMD | Advanced Micro Devices | 股票-科技 | 1.85% | — | +20.00% | |
| 23 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 1.73% | — | -20.00% | |
| 24 | HHS | Harte-hanks Inc | 股票-其他 | 1.63% | -0.14% | -0.71% | |
| 25 | PD | Pagerduty Inc | 股票-其他 | 1.40% | — | — | |
| 26 | CEVA | Ceva Inc | 股票-其他 | 1.37% | — | -39.29% | |
| 27 | LUMN | Lumen Technologies Inc | 股票-通訊服務 | 1.35% | -2.18% | — | |
| 28 | ✓ | Csg Systems International In | 股票-其他 | 1.30% | — | -64.29% | |
| 29 | AIP | Arteris Inc | 股票-其他 | 1.30% | -2.08% | EXIT | |
| 30 | VMEO* | Vimeo Inc | 股票-其他 | 1.14% | — | -36.36% | |
| 31 | GENI | Genius Sports Limited | 股票-其他 | 1.10% | — | — | |
| 32 | AFRM | Affirm Holdings Inc | 股票-金融 | 1.09% | — | -68.18% | |
| 33 | BIDU | Baidu Inc - Spon Adr | 股票-通訊服務 | 1.08% | -1.67% | EXIT | |
| 34 | ALAB | Astera Labs Inc | 股票-科技 | 1.01% | — | -66.67% | |
| 35 | SCOR | Comscore Inc | 股票-其他 | 0.92% | +0.10% | -0.03% | |
| 36 | NWPX | Nwpx Infrastructure Inc | 股票-其他 | 0.86% | -0.17% | EXIT | |
| 37 | ✓ | Freshworks Inc | 股票-其他 | 0.77% | — | — | |
| 38 | ACTG | Acacia Research CORP | 股票-其他 | 0.48% | — | -21.33% | |
| 39 | LMND | Lemonade Inc | 股票-金融 | 0.47% | — | — | |
| 40 | GTBIF | Green Thumb Industries Inc | 股票-其他 | 0.42% | — | — | |
| 41 | ✓ | Confluent Inc | 股票-其他 | 0.31% | — | — | |
| 42 | ✓ | Verano Hldgs CORP F | 股票-其他 | 0.19% | — | — | |
| 43 | AMBA | Ambarella, Inc. | 股票-科技 | 0.19% | -0.55% | -95.00% | |
| 44 | ✓ | Invesco Qqq Trust | 股票-其他 | 0.11% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | FLR | Fluor CORP | +4% | +1600.00% | 加碼 |
| 2 | GWRE | Guidewire Software Inc | +3.7% | NEW | 新建倉 |
| 3 | AMD | Advanced Micro Devices, Inc. | +3.6% | NEW | 新建倉 |
| 4 | OKTA | Okta Inc | +2.3% | NEW | 新建倉 |
| 5 | VIAV | Viavi Solutions Inc | +2.2% | +38.10% | 加碼 |
| 6 | ✓ | Asana Inc | +2% | -97.67% | 減碼 |
| 7 | PD | Pagerduty Inc | +1.4% | NEW | 新建倉 |
| 8 | LUMN | Lumen Technologies Inc | +1.4% | NEW | 新建倉 |
| 9 | CGNT | Cognyte Software Ltd. | +1.1% | +20.81% | 加碼 |
| 10 | GENI | Genius Sports Limited | +1.1% | NEW | 新建倉 |
| 11 | PRO | Pros Holdings Inc | +1.1% | +62.96% | 加碼 |
| 12 | NXDR | Nextdoor Holdings Inc | +0.8% | +47.62% | 加碼 |
| 13 | ✓ | Freshworks Inc | +0.8% | NEW | 新建倉 |
| 14 | FRSH | Freshworks Inc-cl A | +0.7% | +9.09% | 加碼 |
| 15 | LYFT | Lyft Inc-a | +0.7% | +50.00% | 加碼 |
| 16 | LMND | Lemonade Inc | +0.5% | NEW | 新建倉 |
| 17 | GTBIF | Green Thumb Industries Inc | +0.4% | NEW | 新建倉 |
| 18 | ✓ | Confluent Inc | +0.3% | NEW | 新建倉 |
| 19 | ✓ | Verano Hldgs CORP F | +0.2% | NEW | 新建倉 |
| 20 | ✓ | Invesco Qqq Trust | +0.1% | NEW | 新建倉 |
| 21 | NWPX | Nwpx Infrastructure Inc | 0% | — | 不變 |
| 22 | ✓ | Intevac Inc | -0.1% | EXIT | 清倉 |
| 23 | MTRX | Matrix Service Co | -0.1% | +4.55% | 加碼 |
| 24 | AIP | Arteris Inc | -0.1% | -23.08% | 減碼 |
| 25 | ACTG | Acacia Research CORP | -0.2% | -21.33% | 減碼 |
| 26 | SCOR | Comscore Inc | -0.3% | -0.03% | 減碼 |
| 27 | LSCC | Lattice Semiconductor CORP | -0.3% | EXIT | 清倉 |
| 28 | CIEN | Ciena CORP | -0.3% | -30.77% | 減碼 |
| 29 | ALAB | Astera Labs Inc | -0.3% | -66.67% | 減碼 |
| 30 | BIDU | Baidu Inc - Spon Adr | -0.4% | — | 不變 |
| 31 | VMEO* | Vimeo Inc | -0.4% | -36.36% | 減碼 |
| 32 | BL | Blackline Inc | -0.4% | EXIT | 清倉 |
| 33 | ADTN | Adtran Holdings Inc | -0.5% | -29.55% | 減碼 |
| 34 | AMD | Advanced Micro Devices | -0.5% | +20.00% | 加碼 |
| 35 | ZUOUSD | Zuora Inc - Class A | -0.5% | EXIT | 清倉 |
| 36 | HIPO | Hippo Holdings Inc | -0.5% | -36.88% | 減碼 |
| 37 | DBRG | Digitalbridge Group Inc | -0.5% | EXIT | 清倉 |
| 38 | CEVA | Ceva Inc | -0.5% | -39.29% | 減碼 |
| 39 | MGM | Mgm Resorts International | -0.7% | EXIT | 清倉 |
| 40 | HDSN | Hudson Technologies Inc | -0.9% | +25.63% | 加碼 |
| 41 | GLW | Corning Inc | -0.9% | -22.54% | 減碼 |
| 42 | HHS | Harte-hanks Inc | -1% | -0.71% | 減碼 |
| 43 | ANGI1EUR | Angi Inc | -1% | +20.85% | 加碼 |
| 44 | XPER | Xperi Inc | -1% | EXIT | 清倉 |
| 45 | BABA | Alibaba Group Holding-sp Adr | -1.3% | -20.00% | 減碼 |
| 46 | AFRM | Affirm Holdings Inc | -1.4% | -68.18% | 減碼 |
| 47 | MRVL | Marvell Technology Inc | -1.4% | -52.38% | 減碼 |
| 48 | WDAY | Workday Inc-class A | -1.5% | -40.00% | 減碼 |
| 49 | ASAN | Asana Inc - Cl A | -1.5% | -47.37% | 減碼 |
| 50 | PDFS | Pdf Solutions Inc | -2.1% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Westerly Capital Management, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$5.4億，共申報了 44 個公開持股部位。
在 Q4 2024 季度，Westerly Capital Management, LLC 按市值排列的前三大核心持股分別為：ASAN (7.8%)、VIAV (7.5%)、MTRX (7.0%)。其中最大持股部位 ASAN 佔據整體投資組合約 7.8% 的權重。
在 Q4 2024 季度中，Westerly Capital Management, LLC 共進行了 51 項持倉異動，包含新建倉 12 個部位、加碼 11 個部位、減碼 19 個部位以及清倉 9 個部位。 其中最大新建倉標的為 GWRE。 本季清倉部位包含 VOO。
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。
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。
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。