Riverbridge Partners LLC
- SEC CIK
- 0001112325
- 最新申報
- 2026/7/13
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/7/26 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 157
- 較 2021 年第 1 季 +4
- 總值
- $98.5 億
- 較 2021 年第 1 季 +$10.7 億 (+12.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CRLCharles River Laboratories International, Inc. | COM | 166,036 | $6,142 萬 | 0.6% | +10,657+6.9% | 加碼 | 歷史 |
| FRPTFreshpet, Inc. | Stock | 395,378 | $6,443 萬 | 0.7% | −80,664−16.9% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 27,069 | $6,610 萬 | 0.7% | +1,153+4.4% | 加碼 | 歷史 |
| KIDSOrthopediatrics Corp | COM | 1,071,359 | $6,769 萬 | 0.7% | +52,146+5.1% | 加碼 | 歷史 |
| HSKAHeska Corp | COM RESTRC NEW | 294,990 | $6,777 萬 | 0.7% | +13,872+4.9% | 加碼 | 歷史 |
| PROPROS Holdings, Inc. | COM | 1,530,553 | $6,975 萬 | 0.7% | +65,213+4.5% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 131,980 | $7,253 萬 | 0.7% | +4,435+3.5% | 加碼 | 歷史 |
| JKHYJack Henry & Associates Inc | Stock | 445,086 | $7,278 萬 | 0.7% | +20,222+4.8% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 202,381 | $8,104 萬 | 0.8% | +4,096+2.1% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 397,582 | $8,189 萬 | 0.8% | +9,127+2.3% | 加碼 | 歷史 |
| AMNAmn Healthcare Services Inc | COM | 861,566 | $8,356 萬 | 0.8% | −598,840−41.0% | 減碼 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 967,422 | $8,413 萬 | 0.9% | +56,448+6.2% | 加碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 142,159 | $8,978 萬 | 0.9% | +4,064+2.9% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 112,590 | $9,008 萬 | 0.9% | +2,683+2.4% | 加碼 | 歷史 |
| EXPOExponent Inc | COM | 1,018,769 | $9,088 萬 | 0.9% | +55,755+5.8% | 加碼 | 歷史 |
| GWREGuidewire Software, Inc. | COM | 812,282 | $9,156 萬 | 0.9% | +39,505+5.1% | 加碼 | 歷史 |
| OLLIOllie's Bargain Outlet Holdings, Inc. | Stock | 1,088,965 | $9,162 萬 | 0.9% | +51,335+4.9% | 加碼 | 歷史 |
| PPLIPeople Inc | COM NEW | 599,146 | $9,237 萬 | 0.9% | +599,146 | 新進 | 歷史 |
| INFOIHS Markit Ltd. | SHS | 839,428 | $9,457 萬 | 1.0% | +11,165+1.3% | 加碼 | 歷史 |
| SPSCSPS Commerce Inc | COM | 953,718 | $9,523 萬 | 1.0% | +30,418+3.3% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 852,151 | $9,528 萬 | 1.0% | +17,454+2.1% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 362,306 | $9,723 萬 | 1.0% | +11,299+3.2% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 569,667 | $9,807 萬 | 1.0% | +13,955+2.5% | 加碼 | 歷史 |
| FVRRFiverr International Ltd. | ORD SHS | 415,496 | $1.01 億 | 1.0% | +236,627+132.3% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 418,493 | $1.02 億 | 1.0% | +9,998+2.4% | 加碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 227,437 | $1.02 億 | 1.0% | +12,124+5.6% | 加碼 | 歷史 |
| AVLRAvalara, Inc. | COM | 756,222 | $1.22 億 | 1.2% | +509,896+207.0% | 加碼 | 歷史 |
| NATINational Instruments Corp | COM | 2,904,865 | $1.23 億 | 1.2% | +105,251+3.8% | 加碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 395,597 | $1.23 億 | 1.2% | +8,999+2.3% | 加碼 | 歷史 |
| NEOGNeogen Corp | COM | 2,802,535 | $1.29 億 | 1.3% | +116,913+4.4% | 加碼依 2 比 1 拆股換算 | 歷史 |
| ROLRollins Inc | COM | 3,811,704 | $1.30 億 | 1.3% | +145,563+4.0% | 加碼 | 歷史 |
| GNTXGentex Corp | COM | 3,959,908 | $1.31 億 | 1.3% | +136,093+3.6% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 39,946 | $1.37 億 | 1.4% | +1,449+3.8% | 加碼 | 歷史 |
| TWOU2U, LLC | COM | 3,492,263 | $1.46 億 | 1.5% | +252,520+7.8% | 加碼 | 歷史 |
| CHEChemed Corp | COM | 308,165 | $1.46 億 | 1.5% | −5,837−1.9% | 減碼 | 歷史 |
| ENSGEnsign Group, Inc | COM | 1,729,572 | $1.50 億 | 1.5% | +367,409+27.0% | 加碼 | 歷史 |
| ALRMAlarm.com Holdings, Inc. | COM | 1,850,343 | $1.57 億 | 1.6% | +75,002+4.2% | 加碼 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 450,180 | $1.64 億 | 1.7% | +25,615+6.0% | 加碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 940,868 | $1.64 億 | 1.7% | +34,859+3.8% | 加碼 | 歷史 |
| PCTYPaylocity Holding Corp | COM | 863,048 | $1.65 億 | 1.7% | +298,036+52.7% | 加碼 | 歷史 |
| HCSGHealthcare Services Group Inc | COM | 5,309,865 | $1.68 億 | 1.7% | +189,909+3.7% | 加碼 | 歷史 |
| WKWorkiva Inc | COM CL A | 1,604,202 | $1.79 億 | 1.8% | +72,386+4.7% | 加碼 | 歷史 |
| HEIHeico Corp | COM | 1,296,945 | $1.81 億 | 1.8% | +49,084+3.9% | 加碼 | 歷史 |
| ANSSAnsys Inc | COM | 526,665 | $1.83 億 | 1.9% | +21,511+4.3% | 加碼 | 歷史 |
| KRNTKornit Digital Ltd. | SHS | 1,485,322 | $1.85 億 | 1.9% | +65,651+4.6% | 加碼 | 歷史 |
| FASTFastenal Co | Stock | 3,625,617 | $1.89 億 | 1.9% | +119,334+3.4% | 加碼 | 歷史 |
| PEGAPegasystems Inc | COM | 1,369,540 | $1.91 億 | 1.9% | +57,394+4.4% | 加碼 | 歷史 |
| TYLTyler Technologies Inc | COM | 458,494 | $2.07 億 | 2.1% | −11,478−2.4% | 減碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 2,519,018 | $2.09 億 | 2.1% | +101,958+4.2% | 加碼依 10 比 1 拆股換算 | 歷史 |
| MSFTMicrosoft Corp | Stock | 788,396 | $2.14 億 | 2.2% | +16,424+2.1% | 加碼 | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 616,752 | $2.21 億 | 2.2% | +24,628+4.2% | 加碼 | 歷史 |
| BLBlackline, Inc. | COM | 2,122,326 | $2.36 億 | 2.4% | +82,654+4.1% | 加碼 | 歷史 |
| AMEDAmedisys Inc | COM | 1,016,623 | $2.49 億 | 2.5% | +98,725+10.8% | 加碼 | 歷史 |
| LOPEGrand Canyon Education, Inc. | COM | 2,861,417 | $2.57 億 | 2.6% | +116,256+4.2% | 加碼 | 歷史 |
| RBARB Global Inc. | COM | 4,637,425 | $2.75 億 | 2.8% | +140,754+3.1% | 加碼 | 歷史 |
| FIVEFive Below, Inc | COM | 1,543,234 | $2.98 億 | 3.0% | +62,822+4.2% | 加碼 | 歷史 |
| GLOBGlobant S.A. | COM | 1,520,948 | $3.33 億 | 3.4% | −39,062−2.5% | 減碼 | 歷史 |
2021 年第 1 季之後清倉（5 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| IAC Interactivecorp New44891N109 | COM | 578,716 | $1.25 億 | 1.4% | – |
| CVGWCalavo Growers Inc | COM | 324,604 | $2,520 萬 | 0.3% | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 14,985 | $209.2 萬 | <0.1% | 歷史 |
| RBGLYReckitt Benckiser Group PLC | COM | 84,570 | $151.6 萬 | <0.1% | 歷史 |
| Pluralsight Inc72941B106 | COM CL A | 44,295 | $99.0 萬 | <0.1% | – |