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: 0001387322
申報總市值
US$124.6億
US$124.6億
36 檔
17.8%
Whale Rock Capital Management LLC 在 Q3 2024 季度的美股部位總計估值為 US$124.6億，分散於 36 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q3 2024 期間，Whale Rock Capital Management LLC 展現了靈活的資產再平衡步調，透過出清 11 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 AMZN, CLS, META）累計市值佔比達 17.8%，是驅動 Whale Rock Capital Management 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 | AMZN | Amazon.com Inc | 股票-循環性消費 | 7.51% | -0.21% | +18.00% | |
| 2 | CLS | Celestica Inc | 股票-科技 | 6.07% | -1.20% | +13.02% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 5.98% | -1.73% | -11.12% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 5.90% | -1.74% | -28.91% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.58% | -3.04% | -19.26% | |
| 6 | APP | Applovin Corp-class A | 股票-科技 | 5.43% | -1.67% | -7.63% | |
| 7 | DUOL | Duolingo | 股票-科技 | 5.41% | -0.16% | -3.65% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 4.93% | -2.77% | +1176.78% | |
| 9 | NU | Nu Holdings Ltd. | 股票-金融 | 4.31% | — | -7.89% | |
| 10 | COHR | Coherent CORP | 股票-科技 | 2.95% | +0.87% | -5.86% | |
| 11 | TOST | Toast Inc-class A | 股票-科技 | 2.94% | — | -5.86% | |
| 12 | PDD | Pdd Holdings Inc | 股票-循環性消費 | 2.89% | — | +26.78% | |
| 13 | FN | Fabrinet | 股票-科技 | 2.84% | -0.76% | +25.83% | |
| 14 | CPNG | Coupang Inc | 股票-循環性消費 | 2.73% | — | -7.33% | |
| 15 | MELI | Mercadolibre Inc | 股票-循環性消費 | 2.63% | — | +3.43% | |
| 16 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 2.60% | — | +104.35% | |
| 17 | DKNG | Draftkings Inc-cl A | 股票-循環性消費 | 2.50% | — | -12.11% | |
| 18 | GWRE | Guidewire Software Inc | 股票-科技 | 2.50% | — | +3.35% | |
| 19 | CVNA | Carvana Co | 股票-循環性消費 | 2.29% | -1.31% | — | |
| 20 | OKTA | Okta Inc | 股票-科技 | 2.28% | — | -9.13% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 2.21% | -0.26% | EXIT | |
| 22 | ✓ | Cyberark Software LTD. Cmn | 股票-其他 | 1.89% | — | +3.35% | |
| 23 | KVYO | Klaviyo Inc-a | 股票-其他 | 1.79% | -1.05% | +608.95% | |
| 24 | WIX | Wix.com Ltd. | 股票-科技 | 1.62% | — | +31.59% | |
| 25 | MNDY | monday.com Ltd. | 股票-科技 | 1.57% | — | +3.35% | |
| 26 | VRT | Vertiv Holdings Co-a | 股票-工業 | 1.55% | — | — | |
| 27 | RBLX | Roblox CORP -class A | 股票-通訊服務 | 1.51% | -2.58% | EXIT | |
| 28 | CRTO | Criteo Sa-spon Adr | 股票-其他 | 1.42% | — | +230.10% | |
| 29 | HUBS | Hubspot Inc | 股票-科技 | 1.35% | — | — | |
| 30 | HPE | Hewlett Packard Enterprise | 股票-科技 | 1.07% | — | -27.04% | |
| 31 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.97% | — | — | |
| 32 | CRM | Salesforce Inc | 股票-科技 | 0.87% | — | — | |
| 33 | NWSA | News CORP - Class A | 股票-通訊服務 | 0.63% | — | — | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.62% | -1.32% | +7.20% | |
| 35 | SMTC | Semtech CORP | 股票-科技 | 0.45% | — | — | |
| 36 | AAOI | Applied Optoelectronics Inc | 股票-科技 | 0.23% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CVNA | Carvana Co | +2.3% | NEW | 新建倉 |
| 2 | APP | Applovin Corp-class A | +1.6% | -7.63% | 減碼 |
| 3 | KVYO | Klaviyo Inc-a | +1.6% | +608.95% | 加碼 |
| 4 | VRT | Vertiv Holdings Co-a | +1.6% | NEW | 新建倉 |
| 5 | RBLX | Roblox CORP -class A | +1.5% | NEW | 新建倉 |
| 6 | MPWR | Monolithic Power Systems Inc | +1.5% | +104.35% | 加碼 |
| 7 | AVGO | Broadcom Inc | +1.3% | +1176.78% | 加碼 |
| 8 | DUOL | Duolingo | +1.2% | -3.65% | 減碼 |
| 9 | CRTO | Criteo Sa-spon Adr | +1% | +230.10% | 加碼 |
| 10 | CRWD | Crowdstrike Holdings Inc - A | +1% | NEW | 新建倉 |
| 11 | CRM | Salesforce Inc | +0.9% | NEW | 新建倉 |
| 12 | AMZN | Amazon.com Inc | +0.8% | +18.00% | 加碼 |
| 13 | GWRE | Guidewire Software Inc | +0.7% | +3.35% | 加碼 |
| 14 | NWSA | News CORP - Class A | +0.6% | NEW | 新建倉 |
| 15 | PDD | Pdd Holdings Inc | +0.6% | +26.78% | 加碼 |
| 16 | MELI | Mercadolibre Inc | +0.6% | +3.43% | 加碼 |
| 17 | FN | Fabrinet | +0.5% | +25.83% | 加碼 |
| 18 | SMTC | Semtech CORP | +0.5% | NEW | 新建倉 |
| 19 | WIX | Wix.com Ltd. | +0.4% | +31.59% | 加碼 |
| 20 | COHR | Coherent CORP | +0.4% | -5.86% | 減碼 |
| 21 | MNDY | monday.com Ltd. | +0.2% | +3.35% | 加碼 |
| 22 | AAOI | Applied Optoelectronics Inc | +0.2% | NEW | 新建倉 |
| 23 | CPNG | Coupang Inc | +0.2% | -7.33% | 減碼 |
| 24 | ✓ | Cyberark Software LTD. Cmn | +0.2% | +3.35% | 加碼 |
| 25 | TOST | Toast Inc-class A | +0.1% | -5.86% | 減碼 |
| 26 | TSM | Taiwan Semiconductor-sp Adr | 0% | +7.20% | 加碼 |
| 27 | META | Meta Platforms Inc-class A | 0% | -11.12% | 減碼 |
| 28 | CLS | Celestica Inc | 0% | +13.02% | 加碼 |
| 29 | NU | Nu Holdings Ltd. | -0.2% | -7.89% | 減碼 |
| 30 | HUBS | Hubspot Inc | -0.2% | — | 不變 |
| 31 | DKNG | Draftkings Inc-cl A | -0.3% | -12.11% | 減碼 |
| 32 | VOO | Vanguard S&P 500 ETF | -0.3% | EXIT | 清倉 |
| 33 | TTMI | Ttm Technologies | -0.3% | EXIT | 清倉 |
| 34 | MDB | Mongodb Inc | -0.4% | EXIT | 清倉 |
| 35 | BE | Bloom Energy Corp- A | -0.4% | EXIT | 清倉 |
| 36 | FSLR | First Solar Inc | -0.5% | EXIT | 清倉 |
| 37 | HPE | Hewlett Packard Enterprise | -0.5% | -27.04% | 減碼 |
| 38 | SNAP | Snap Inc - A | -0.6% | EXIT | 清倉 |
| 39 | MU | Micron Technology Inc | -0.8% | EXIT | 清倉 |
| 40 | CDNS | Cadence Design Sys Inc | -0.9% | EXIT | 清倉 |
| 41 | OKTA | Okta Inc | -0.9% | -9.13% | 減碼 |
| 42 | AAPL | Apple Inc | -1.6% | EXIT | 清倉 |
| 43 | QCOM | Qualcomm Inc | -1.9% | EXIT | 清倉 |
| 44 | GOOGL | Alphabet Inc-cl A | -2.1% | -19.26% | 減碼 |
| 45 | PINS | Pinterest Inc- Class A | -2.2% | EXIT | 清倉 |
| 46 | NVDA | Nvidia CORP | -2.6% | -28.91% | 減碼 |
| 47 | MSFT | Microsoft CORP | -4.7% | -66.29% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Whale Rock Capital Management LLC 在 Q3 2024 季度的美股持倉總市值約為 US$124.6億，共申報了 36 個公開持股部位。
在 Q3 2024 季度，Whale Rock Capital Management LLC 按市值排列的前三大核心持股分別為：AMZN (7.5%)、CLS (6.1%)、META (6.0%)。其中最大持股部位 AMZN 佔據整體投資組合約 7.5% 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
CVNA
市值: US$1.6億
本季最大獲利了結 / 清倉標的
PINS
前期市值: US$1.5億
在 Q3 2024 季度中，Whale Rock Capital Management LLC 共進行了 46 項持倉異動，包含新建倉 8 個部位、加碼 14 個部位、減碼 13 個部位以及清倉 11 個部位。 其中最大新建倉標的為 CVNA。 本季清倉部位包含 PINS。
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。