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: 0001276918
申報總市值
US$43.8億
US$43.8億
178 檔
28.4%
在 Q1 2026 的 13F 官方備案中，Zevenbergen Capital Investments LLC 管理的美股投資組合規模來到 US$43.8億，整體持股檔數為 178 檔。
在 Q1 2026 期間，Zevenbergen Capital Investments LLC 展現了靈活的資產再平衡步調，透過出清 5 檔弱勢或達到目標價部位，將資金轉置於 10 檔新建倉標的之中。
在資產配置集中度方面，Zevenbergen Capital Investments LLC 的前 5 大核心持股（包含 , NVDA, 等）合計佔整體申報市值的 28.4%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
SWTSX
市值: US$6652.4萬
本季最大獲利了結 / 清倉標的
EXACT SCIENCES CORP
前期市值: US$3075.0萬
| # | 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 | ✓ | 股票-其他 | 9.91% | — | -16.13% | ||
| 2 | NVDA | Nvidia CORP | 股票-科技 | 9.91% | -1.66% | — | |
| 3 | ✓ | 股票-其他 | 5.74% | — | -22.61% | ||
| 4 | TSLA | Tesla Inc | 股票-循環性消費 | 5.74% | -0.61% | — | |
| 5 | ✓ | 股票-其他 | 4.51% | — | -8.26% | ||
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.51% | -0.10% | — | |
| 7 | ✓ | 股票-其他 | 4.47% | — | -21.83% | ||
| 8 | SHOP | Shopify Inc - Class A | 股票-科技 | 4.47% | -1.38% | — | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.79% | -0.42% | -25.09% | |
| 10 | ✓ | 股票-其他 | 3.70% | — | -32.28% | ||
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.70% | -0.86% | — | |
| 12 | AAPL | Apple Inc | 股票-科技 | 3.66% | -0.33% | -0.02% | |
| 13 | ✓ | 股票-其他 | 3.56% | — | -21.75% | ||
| 14 | MELI | Mercadolibre Inc | 股票-循環性消費 | 3.56% | -0.95% | — | |
| 15 | ✓ | 股票-其他 | 3.52% | — | -14.90% | ||
| 16 | AXON | Axon Enterprise Inc | 股票-工業 | 3.52% | +0.35% | — | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 3.35% | -0.69% | +0.02% | |
| 18 | AMD | Advanced Micro Devices | 股票-科技 | 3.27% | +2.19% | +1.68% | |
| 19 | ✓ | 股票-其他 | 2.78% | — | — | ||
| 20 | AVGO | Broadcom Inc | 股票-科技 | 2.78% | -0.03% | — | |
| 21 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 2.57% | -0.10% | +0.66% | |
| 22 | ✓ | 股票-其他 | 2.16% | — | -13.45% | ||
| 23 | VRT | Vertiv Holdings Co-a | 股票-工業 | 2.16% | -0.02% | — | |
| 24 | SWTSX | Schwab Tot Stk Mrkt Indx | 股票-其他 | 1.91% | -0.87% | — | |
| 25 | RKLB | Rocket Lab CORP | 股票-工業 | 1.89% | +0.44% | -6.03% | |
| 26 | SNOW | Snowflake Inc | 股票-科技 | 1.88% | +0.26% | -0.57% | |
| 27 | ✓ | 股票-其他 | 1.88% | — | -9.88% | ||
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.88% | -0.06% | — | |
| 29 | MU | Micron Technology Inc | 股票-科技 | 1.86% | +2.73% | -28.07% | |
| 30 | ✓ | 股票-其他 | 1.68% | — | -21.33% | ||
| 31 | NFLX | Netflix Inc | 股票-通訊服務 | 1.68% | -0.73% | — | |
| 32 | ✓ | 股票-其他 | 1.65% | — | -27.58% | ||
| 33 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 1.65% | +0.77% | — | |
| 34 | ✓ | 股票-其他 | 1.62% | — | -20.24% | ||
| 35 | UBER | Uber Technologies Inc | 股票-工業 | 1.62% | -0.67% | — | |
| 36 | ✓ | 股票-其他 | 1.58% | — | -2.65% | ||
| 37 | PWR | Quanta Services Inc | 股票-工業 | 1.58% | +0.06% | — | |
| 38 | NTRA | Natera Inc | 股票-醫療保健 | 1.50% | +0.08% | -19.19% | |
| 39 | KRMN | Karman Holdings Inc | 股票-工業 | 1.44% | -0.44% | +16.08% | |
| 40 | TOST | Toast Inc-class A | 股票-科技 | 1.35% | -0.08% | -4.33% | |
| 41 | ✓ | 股票-其他 | 1.09% | — | +106.39% | ||
| 42 | CRDO | Credo Technology Group Holding Ltd | 股票-科技 | 1.09% | +1.39% | — | |
| 43 | ✓ | 股票-其他 | 1.08% | — | -18.55% | ||
| 44 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 1.08% | -0.54% | — | |
| 45 | ✓ | 股票-其他 | 1.07% | — | -41.72% | ||
| 46 | NOW | Servicenow Inc | 股票-科技 | 1.07% | -0.80% | — | |
| 47 | ✓ | 股票-其他 | 0.97% | — | +9.01% | ||
| 48 | APP | Applovin Corp-class A | 股票-科技 | 0.97% | -0.03% | — | |
| 49 | ANET | Arista Networks Inc | 股票-科技 | 0.90% | +0.09% | +3.46% | |
| 50 | ✓ | 股票-其他 | 0.84% | — | +23.28% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MPWR | Monolithic Power Systems Inc | +0.9% | +0.66% | 加碼 |
| 2 | ✓ | +0.9% | -13.45% | 減碼 | |
| 3 | AMD | Advanced Micro Devices | +0.7% | +1.68% | 加碼 |
| 4 | AAPL | Apple Inc | +0.6% | -0.02% | 減碼 |
| 5 | ✓ | +0.6% | -2.65% | 減碼 | |
| 6 | KRMN | Karman Holdings Inc | +0.6% | +16.08% | 加碼 |
| 7 | ✓ | +0.5% | +106.39% | 加碼 | |
| 8 | ✓ | +0.4% | — | 不變 | |
| 9 | AMAT | Applied Materials Inc | +0.4% | +12.57% | 加碼 |
| 10 | ✓ | +0.4% | -8.26% | 減碼 | |
| 11 | ✓ | +0.3% | +176.89% | 加碼 | |
| 12 | CDNS | Cadence Design Sys Inc | +0.2% | +62.26% | 加碼 |
| 13 | ✓ | +0.2% | +53.62% | 加碼 | |
| 14 | KLAC | Kla CORP | +0.2% | — | 不變 |
| 15 | RKLB | Rocket Lab CORP | +0.2% | -6.03% | 減碼 |
| 16 | ✓ | +0.2% | — | 不變 | |
| 17 | ✓ | +0.2% | -7.22% | 減碼 | |
| 18 | ANET | Arista Networks Inc | +0.2% | +3.46% | 加碼 |
| 19 | MU | Micron Technology Inc | +0.2% | -28.07% | 減碼 |
| 20 | ✓ | +0.1% | -16.13% | 減碼 | |
| 21 | ✓ | +0.1% | -9.88% | 減碼 | |
| 22 | ✓ | +0.1% | +23.28% | 加碼 | |
| 23 | APH | Amphenol Corp-cl A | +0.1% | — | 不變 |
| 24 | ARM | Arm Holdings Plc-adr | +0.1% | +2.53% | 加碼 |
| 25 | ✓ | +0.1% | +1.04% | 加碼 | |
| 26 | ✓ | +0.1% | -21.33% | 減碼 | |
| 27 | ✓ | +0.1% | +2.26% | 加碼 | |
| 28 | ✓ | +0.1% | +601.07% | 加碼 | |
| 29 | ✓ | +0.1% | +47.45% | 加碼 | |
| 30 | ✓ | +0.1% | +60.92% | 加碼 | |
| 31 | ✓ | 0% | +0.85% | 加碼 | |
| 32 | DE | Deere & Co | 0% | +15.98% | 加碼 |
| 33 | JNJ | Johnson & Johnson | 0% | +1.82% | 加碼 |
| 34 | AMGN | Amgen Inc | 0% | +0.40% | 加碼 |
| 35 | PCAR | Paccar Inc | 0% | +1.49% | 加碼 |
| 36 | HD | Home Depot Inc | 0% | +1.37% | 加碼 |
| 37 | ✓ | 0% | +0.94% | 加碼 | |
| 38 | ✓ | 0% | +6.29% | 加碼 | |
| 39 | ✓ | 0% | +2.53% | 加碼 | |
| 40 | PGR | Progressive CORP | 0% | -0.62% | 減碼 |
| 41 | ✓ | 0% | +37.99% | 加碼 | |
| 42 | CTAS | Cintas CORP | 0% | +1.29% | 加碼 |
| 43 | SBUX | Starbucks CORP | 0% | +3.55% | 加碼 |
| 44 | ECL | Ecolab Inc | 0% | +2.64% | 加碼 |
| 45 | ✓ | 0% | +0.64% | 加碼 | |
| 46 | ✓ | 0% | — | 不變 | |
| 47 | ✓ | — | -19.95% | 減碼 | |
| 48 | ABT | Abbott Laboratories | — | +1.94% | 加碼 |
| 49 | ✓ | — | -14.61% | 減碼 | |
| 50 | AXP | American Express Co | — | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Zevenbergen Capital Investments LLC 在 Q1 2026 季度的美股持倉總市值約為 US$43.8億，共申報了 178 個公開持股部位。
在 Q1 2026 季度，Zevenbergen Capital Investments LLC 按市值排列的前三大核心持股分別為： (9.9%)、NVDA (9.9%)、 (5.7%)。其中最大持股部位 佔據整體投資組合約 9.9% 的權重。
在 Q1 2026 季度中，Zevenbergen Capital Investments LLC 共進行了 104 項持倉異動，包含新建倉 10 個部位、加碼 39 個部位、減碼 50 個部位以及清倉 5 個部位。 其中最大新建倉標的為 SWTSX。 本季清倉部位包含 EXACT SCIENCES CORP。
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。