Riverbridge Partners LLC
- SEC CIK
- 0001112325
- 最新申報
- 2026/7/13
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/1/14 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 168
- 較 2021 年第 3 季 +12
- 總值
- $101.1 億
- 較 2021 年第 3 季 +$1.37 億 (+1.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| OSHOak Street Health, Inc. | COM | 1,496,198 | $4,958 萬 | 0.5% | −149,087−9.1% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 228,839 | $4,959 萬 | 0.5% | −6,918−2.9% | 減碼 | 歷史 |
| EYENational Vision Holdings, Inc. | COM | 1,041,800 | $5,000 萬 | 0.5% | +38,682+3.9% | 加碼 | 歷史 |
| FRPTFreshpet, Inc. | Stock | 535,013 | $5,097 萬 | 0.5% | +19,672+3.8% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 17,752 | $5,137 萬 | 0.5% | −561−3.1% | 減碼 | 歷史 |
| GSHDGoosehead Insurance, Inc. | COM CL A | 397,136 | $5,166 萬 | 0.5% | +15,793+4.1% | 加碼 | 歷史 |
| FNDFloor & Decor Holdings, Inc. | CL A | 400,304 | $5,204 萬 | 0.5% | −41,343−9.4% | 減碼 | 歷史 |
| CHEChemed Corp | COM | 99,341 | $5,256 萬 | 0.5% | +3,395+3.5% | 加碼 | 歷史 |
| KAIKadant Inc | COM | 235,462 | $5,427 萬 | 0.5% | +8,701+3.8% | 加碼 | 歷史 |
| OLLIOllie's Bargain Outlet Holdings, Inc. | Stock | 1,069,287 | $5,474 萬 | 0.5% | −15,680−1.4% | 減碼 | 歷史 |
| HSKAHeska Corp | COM RESTRC NEW | 306,320 | $5,590 萬 | 0.6% | +12,323+4.2% | 加碼 | 歷史 |
| DSGXDescartes Systems Group Inc | COM | 727,531 | $6,015 萬 | 0.6% | +39,514+5.7% | 加碼 | 歷史 |
| HCSGHealthcare Services Group Inc | COM | 3,447,345 | $6,133 萬 | 0.6% | −1,848,136−34.9% | 減碼 | 歷史 |
| POWIPower Integrations Inc | COM | 678,734 | $6,305 萬 | 0.6% | +25,254+3.9% | 加碼 | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 170,838 | $6,437 萬 | 0.6% | +5,553+3.4% | 加碼 | 歷史 |
| KIDSOrthopediatrics Corp | COM | 1,105,273 | $6,616 萬 | 0.7% | +34,358+3.2% | 加碼 | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 304,021 | $6,617 萬 | 0.7% | +11,340+3.9% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 282,124 | $6,618 萬 | 0.7% | −117,004−29.3% | 減碼 | 歷史 |
| TWOU2U, LLC | COM | 3,325,984 | $6,675 萬 | 0.7% | −143,706−4.1% | 減碼 | 歷史 |
| JKHYJack Henry & Associates Inc | Stock | 420,280 | $7,018 萬 | 0.7% | −25,175−5.7% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 26,478 | $7,671 萬 | 0.8% | −453−1.7% | 減碼 | 歷史 |
| PPLIPeople Inc | COM NEW | 593,573 | $7,759 萬 | 0.8% | −6,002−1.0% | 減碼 | 歷史 |
| WSCWillScot Holdings Corp | COM CL A | 1,912,260 | $7,810 萬 | 0.8% | +75,037+4.1% | 加碼 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 992,916 | $8,426 萬 | 0.8% | +22,752+2.3% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 130,150 | $8,448 萬 | 0.8% | −3,070−2.3% | 減碼 | 歷史 |
| FVRRFiverr International Ltd. | ORD SHS | 756,719 | $8,604 萬 | 0.9% | +212,015+38.9% | 加碼 | 歷史 |
| NATINational Instruments Corp | COM | 2,053,931 | $8,970 萬 | 0.9% | −847,771−29.2% | 減碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 139,178 | $9,164 萬 | 0.9% | −3,684−2.6% | 減碼 | 歷史 |
| GWREGuidewire Software, Inc. | COM | 813,483 | $9,236 萬 | 0.9% | +1,538+0.2% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 835,763 | $9,776 萬 | 1.0% | −21,250−2.5% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 558,351 | $9,814 萬 | 1.0% | −13,888−2.4% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 334,479 | $9,837 萬 | 1.0% | −119,084−26.3% | 減碼 | 歷史 |
| AVLRAvalara, Inc. | COM | 767,663 | $9,911 萬 | 1.0% | +5,998+0.8% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 197,591 | $9,922 萬 | 1.0% | −5,615−2.8% | 減碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 388,655 | $9,929 萬 | 1.0% | −10,627−2.7% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 409,960 | $1.04 億 | 1.0% | −10,901−2.6% | 減碼 | 歷史 |
| INFOIHS Markit Ltd. | SHS | 817,360 | $1.09 億 | 1.1% | −24,864−3.0% | 減碼 | 歷史 |
| AMNAmn Healthcare Services Inc | COM | 891,615 | $1.09 億 | 1.1% | +28,847+3.3% | 加碼 | 歷史 |
| CERTCertara, Inc. | COM | 4,088,873 | $1.16 億 | 1.1% | +1,200,478+41.6% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 355,870 | $1.17 億 | 1.2% | −9,416−2.6% | 減碼 | 歷史 |
| GDYNGrid Dynamics Holdings, Inc. | CL A | 3,088,803 | $1.17 億 | 1.2% | +117,281+3.9% | 加碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 234,389 | $1.21 億 | 1.2% | +5,872+2.6% | 加碼 | 歷史 |
| EXPOExponent Inc | COM | 1,058,614 | $1.24 億 | 1.2% | +35,083+3.4% | 加碼 | 歷史 |
| SPSCSPS Commerce Inc | COM | 881,843 | $1.26 億 | 1.2% | −68,994−7.3% | 減碼 | 歷史 |
| NEOGNeogen Corp | COM | 2,853,389 | $1.30 億 | 1.3% | +51,175+1.8% | 加碼 | 歷史 |
| ROLRollins Inc | COM | 3,817,135 | $1.31 億 | 1.3% | −18,957−0.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 39,447 | $1.32 億 | 1.3% | −707−1.8% | 減碼 | 歷史 |
| ENSGEnsign Group, Inc | COM | 1,730,854 | $1.45 億 | 1.4% | +7,614+0.4% | 加碼 | 歷史 |
| PEGAPegasystems Inc | COM | 1,411,386 | $1.58 億 | 1.6% | +48,245+3.5% | 加碼 | 歷史 |
| ALRMAlarm.com Holdings, Inc. | COM | 1,917,923 | $1.63 億 | 1.6% | +75,896+4.1% | 加碼 | 歷史 |
| PCTYPaylocity Holding Corp | COM | 751,000 | $1.77 億 | 1.8% | −108,298−12.6% | 減碼 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 445,201 | $1.85 億 | 1.8% | −4,715−1.0% | 減碼 | 歷史 |
| HEIHeico Corp | COM | 1,312,584 | $1.89 億 | 1.9% | +330.0% | 加碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 2,476,376 | $1.96 億 | 1.9% | −31,970−1.3% | 減碼 | 歷史 |
| WKWorkiva Inc | COM CL A | 1,514,534 | $1.98 億 | 2.0% | −85,052−5.3% | 減碼 | 歷史 |
| ANSSAnsys Inc | COM | 528,222 | $2.12 億 | 2.1% | +1,059+0.2% | 加碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 949,187 | $2.17 億 | 2.1% | +943+0.1% | 加碼 | 歷史 |
| KRNTKornit Digital Ltd. | SHS | 1,437,845 | $2.19 億 | 2.2% | −58,788−3.9% | 減碼 | 歷史 |
| BLBlackline, Inc. | COM | 2,165,197 | $2.24 億 | 2.2% | +42,670+2.0% | 加碼 | 歷史 |
| FASTFastenal Co | Stock | 3,636,666 | $2.33 億 | 2.3% | −6,984−0.2% | 減碼 | 歷史 |
| LOPEGrand Canyon Education, Inc. | COM | 2,784,752 | $2.39 億 | 2.4% | −78,169−2.7% | 減碼 | 歷史 |
| TYLTyler Technologies Inc | COM | 457,737 | $2.46 億 | 2.4% | −1,065−0.2% | 減碼 | 歷史 |
| AMEDAmedisys Inc | COM | 1,588,750 | $2.57 億 | 2.5% | +576,633+57.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 771,511 | $2.59 億 | 2.6% | −22,385−2.8% | 減碼 | 歷史 |
| RBARB Global Inc. | COM | 4,691,463 | $2.87 億 | 2.8% | +44,662+1.0% | 加碼 | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 618,209 | $2.90 億 | 2.9% | +240.0% | 加碼 | 歷史 |
| FIVEFive Below, Inc | COM | 1,575,378 | $3.26 億 | 3.2% | +32,198+2.1% | 加碼 | 歷史 |
| GLOBGlobant S.A. | COM | 1,457,038 | $4.58 億 | 4.5% | +13,244+0.9% | 加碼 | 歷史 |
2021 年第 3 季之後清倉（5 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 3 季股數 | 2021 年第 3 季市值 | 2021 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MMSMaximus, Inc. | COM | 476,069 | $3,961 萬 | 0.4% | 歷史 |
| ROGRogers Corp | COM | 194,449 | $3,626 萬 | 0.4% | 歷史 |
| PETQPetIQ, Inc. | COM CL A | 1,172,936 | $2,929 萬 | 0.3% | 歷史 |
| INGNInogen Inc | COM | 276,881 | $1,193 萬 | 0.1% | 歷史 |
| LULUlululemon athletica inc. | Stock | 500 | $20.2 萬 | <0.1% | 歷史 |