Riverbridge Partners LLC
- SEC CIK
- 0001112325
- 最新申報
- 2026/7/13
2022 年第 1 季持倉
持倉截至 2022/3/31,2022/4/20 申報。只含多頭部位,變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 161
- 較 2021 年第 4 季 −7
- 總值
- $88.5 億
- 較 2021 年第 4 季 −$12.6 億 (−12.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GLOBGlobant S.A. | COM | 1,474,571 | $3.86 億 | 4.4% | +17,533+1.2% | 加碼 | 歷史 |
| AMEDAmedisys Inc | COM | 1,693,656 | $2.92 億 | 3.3% | +104,906+6.6% | 加碼 | 歷史 |
| LOPEGrand Canyon Education, Inc. | COM | 2,971,340 | $2.89 億 | 3.3% | +186,588+6.7% | 加碼 | 歷史 |
| RBARB Global Inc. | COM | 4,801,443 | $2.83 億 | 3.2% | +109,980+2.3% | 加碼 | 歷史 |
| FIVEFive Below, Inc | COM | 1,605,538 | $2.54 億 | 2.9% | +30,160+1.9% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 741,342 | $2.29 億 | 2.6% | −30,169−3.9% | 減碼 | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 556,394 | $2.29 億 | 2.6% | −61,815−10.0% | 減碼 | 歷史 |
| WKWorkiva Inc | COM CL A | 1,876,827 | $2.21 億 | 2.5% | +362,293+23.9% | 加碼 | 歷史 |
| FASTFastenal Co | Stock | 3,545,039 | $2.11 億 | 2.4% | −91,627−2.5% | 減碼 | 歷史 |
| TYLTyler Technologies Inc | COM | 446,657 | $1.99 億 | 2.2% | −11,080−2.4% | 減碼 | 歷史 |
| HEIHeico Corp | COM | 1,278,035 | $1.96 億 | 2.2% | −34,549−2.6% | 減碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 2,720,834 | $1.81 億 | 2.0% | +244,458+9.9% | 加碼 | 歷史 |
| ENSGEnsign Group, Inc | COM | 1,864,067 | $1.68 億 | 1.9% | +133,213+7.7% | 加碼 | 歷史 |
| ANSSAnsys Inc | COM | 516,437 | $1.64 億 | 1.9% | −11,785−2.2% | 減碼 | 歷史 |
| BLBlackline, Inc. | COM | 2,234,988 | $1.64 億 | 1.8% | +69,791+3.2% | 加碼 | 歷史 |
| PCTYPaylocity Holding Corp | COM | 794,297 | $1.63 億 | 1.8% | +43,297+5.8% | 加碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 713,715 | $1.53 億 | 1.7% | −235,472−24.8% | 減碼 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 433,780 | $1.50 億 | 1.7% | −11,421−2.6% | 減碼 | 歷史 |
| AVLRAvalara, Inc. | COM | 1,500,831 | $1.49 億 | 1.7% | +733,168+95.5% | 加碼 | 歷史 |
| ALRMAlarm.com Holdings, Inc. | COM | 2,033,529 | $1.35 億 | 1.5% | +115,606+6.0% | 加碼 | 歷史 |
| ROLRollins Inc | COM | 3,751,772 | $1.31 億 | 1.5% | −65,363−1.7% | 減碼 | 歷史 |
| SPSCSPS Commerce Inc | COM | 971,524 | $1.27 億 | 1.4% | +89,681+10.2% | 加碼 | 歷史 |
| KRNTKornit Digital Ltd. | SHS | 1,511,748 | $1.25 億 | 1.4% | +73,903+5.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 37,628 | $1.23 億 | 1.4% | −1,819−4.6% | 減碼 | 歷史 |
| PEGAPegasystems Inc | COM | 1,494,937 | $1.21 億 | 1.4% | +83,551+5.9% | 加碼 | 歷史 |
| EXPOExponent Inc | COM | 1,112,762 | $1.20 億 | 1.4% | +54,148+5.1% | 加碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 231,533 | $1.00 億 | 1.1% | −2,856−1.2% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 340,521 | $9,989 萬 | 1.1% | −15,349−4.3% | 減碼 | 歷史 |
| CERTCertara, Inc. | COM | 4,505,749 | $9,678 萬 | 1.1% | +416,876+10.2% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 189,563 | $9,667 萬 | 1.1% | −8,028−4.1% | 減碼 | 歷史 |
| FRPTFreshpet, Inc. | Stock | 897,644 | $9,213 萬 | 1.0% | +362,631+67.8% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 222,538 | $9,128 萬 | 1.0% | +220,179+9,333.6% | 加碼 | 歷史 |
| NEOGNeogen Corp | COM | 2,933,104 | $9,046 萬 | 1.0% | +79,715+2.8% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 536,208 | $8,857 萬 | 1.0% | −22,143−4.0% | 減碼 | 歷史 |
| NATINational Instruments Corp | COM | 2,149,503 | $8,725 萬 | 1.0% | +95,572+4.7% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 319,151 | $8,708 萬 | 1.0% | −15,328−4.6% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 391,046 | $8,303 萬 | 0.9% | −18,914−4.6% | 減碼 | 歷史 |
| WSCWillScot Holdings Corp | COM CL A | 2,104,503 | $8,235 萬 | 0.9% | +192,243+10.1% | 加碼 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 965,209 | $8,079 萬 | 0.9% | −27,707−2.8% | 減碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 375,145 | $7,970 萬 | 0.9% | −13,510−3.5% | 減碼 | 歷史 |
| PGNYProgyny, Inc. | COM | 1,525,055 | $7,839 萬 | 0.9% | +712,722+87.7% | 加碼 | 歷史 |
| GWREGuidewire Software, Inc. | COM | 796,742 | $7,539 萬 | 0.9% | −16,741−2.1% | 減碼 | 歷史 |
| OSHOak Street Health, Inc. | COM | 2,800,568 | $7,528 萬 | 0.9% | +1,304,370+87.2% | 加碼 | 歷史 |
| AMNAmn Healthcare Services Inc | COM | 708,919 | $7,396 萬 | 0.8% | −182,696−20.5% | 減碼 | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 259,021 | $7,355 萬 | 0.8% | +88,183+51.6% | 加碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 132,972 | $7,274 萬 | 0.8% | −6,206−4.5% | 減碼 | 歷史 |
| HCSGHealthcare Services Group Inc | COM | 3,828,509 | $7,110 萬 | 0.8% | +381,164+11.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 25,455 | $7,080 萬 | 0.8% | −1,023−3.9% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 124,641 | $6,941 萬 | 0.8% | −5,509−4.2% | 減碼 | 歷史 |
| POWIPower Integrations Inc | COM | 748,301 | $6,935 萬 | 0.8% | +69,567+10.2% | 加碼 | 歷史 |
| FVRRFiverr International Ltd. | ORD SHS | 826,063 | $6,284 萬 | 0.7% | +69,344+9.2% | 加碼 | 歷史 |
| KIDSOrthopediatrics Corp | COM | 1,153,146 | $6,226 萬 | 0.7% | +47,873+4.3% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 665,400 | $6,053 萬 | 0.7% | −170,363−20.4% | 減碼 | 歷史 |
| SQSPSquarespace, Inc. | CLASS A | 2,324,814 | $5,956 萬 | 0.7% | +1,149,501+97.8% | 加碼 | 歷史 |
| DSGXDescartes Systems Group Inc | COM | 802,584 | $5,880 萬 | 0.7% | +75,053+10.3% | 加碼 | 歷史 |
| PPLIPeople Inc | COM NEW | 580,428 | $5,821 萬 | 0.7% | −13,145−2.2% | 減碼 | 歷史 |
| FNDFloor & Decor Holdings, Inc. | CL A | 703,740 | $5,700 萬 | 0.6% | +303,436+75.8% | 加碼 | 歷史 |
| PRVAPrivia Health Group, Inc. | COM | 2,049,957 | $5,480 萬 | 0.6% | +261,365+14.6% | 加碼 | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 334,179 | $5,467 萬 | 0.6% | +30,158+9.9% | 加碼 | 歷史 |
| CHEChemed Corp | COM | 106,939 | $5,417 萬 | 0.6% | +7,598+7.6% | 加碼 | 歷史 |
| KAIKadant Inc | COM | 259,368 | $5,037 萬 | 0.6% | +23,906+10.2% | 加碼 | 歷史 |
| EYENational Vision Holdings, Inc. | COM | 1,145,935 | $4,993 萬 | 0.6% | +104,135+10.0% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 219,350 | $4,865 萬 | 0.5% | −9,489−4.1% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 270,232 | $4,771 萬 | 0.5% | −11,892−4.2% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 17,034 | $4,758 萬 | 0.5% | −718−4.0% | 減碼 | 歷史 |
| HSKAHeska Corp | COM RESTRC NEW | 337,061 | $4,661 萬 | 0.5% | +30,741+10.0% | 加碼 | 歷史 |
| GDYNGrid Dynamics Holdings, Inc. | CL A | 3,264,866 | $4,597 萬 | 0.5% | +176,063+5.7% | 加碼 | 歷史 |
| PRAAPra Group Inc | COM | 1,001,118 | $4,513 萬 | 0.5% | +89,434+9.8% | 加碼 | 歷史 |
| WSOWatsco Inc | COM | 144,726 | $4,409 萬 | 0.5% | −1,601−1.1% | 減碼 | 歷史 |
| CGNXCognex Corp | COM | 567,974 | $4,382 萬 | 0.5% | −3,367−0.6% | 減碼 | 歷史 |
| GNTXGentex Corp | COM | 1,498,343 | $4,371 萬 | 0.5% | +116,339+8.4% | 加碼 | 歷史 |
| USPHU S Physical Therapy Inc | COM | 422,358 | $4,200 萬 | 0.5% | +41,012+10.8% | 加碼 | 歷史 |
| MODNModel N, Inc. | COM | 1,504,132 | $4,046 萬 | 0.5% | +187,360+14.2% | 加碼 | 歷史 |
| CCMPCMC Materials, Inc. | COM | 212,396 | $3,938 萬 | 0.4% | +19,380+10.0% | 加碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 112,345 | $3,925 萬 | 0.4% | +3,221+3.0% | 加碼 | 歷史 |
| JKHYJack Henry & Associates Inc | Stock | 186,450 | $3,674 萬 | 0.4% | −233,830−55.6% | 減碼 | 歷史 |
| GKOSGLAUKOS Corp | COM | 633,451 | $3,663 萬 | 0.4% | +78,896+14.2% | 加碼 | 歷史 |
| AZPNASPENTECH Corp | COM | 214,894 | $3,554 萬 | 0.4% | −270−0.1% | 減碼 | 歷史 |
| GSHDGoosehead Insurance, Inc. | COM CL A | 436,793 | $3,432 萬 | 0.4% | +39,657+10.0% | 加碼 | 歷史 |
| MIDDMIDDLEBY Corp | COM | 199,145 | $3,265 萬 | 0.4% | −2,124−1.1% | 減碼 | 歷史 |
| HCATHealth Catalyst, Inc. | COM | 1,222,571 | $3,195 萬 | 0.4% | +109,115+9.8% | 加碼 | 歷史 |
| FIVNFive9, Inc. | COM | 276,475 | $3,052 萬 | 0.3% | +13,676+5.2% | 加碼 | 歷史 |
| PROPROS Holdings, Inc. | COM | 897,139 | $2,988 萬 | 0.3% | +81,598+10.0% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 76,244 | $2,856 萬 | 0.3% | −3,727−4.7% | 減碼 | 歷史 |
| PNTGPennant Group, Inc. | COM | 1,459,014 | $2,718 萬 | 0.3% | +185,521+14.6% | 加碼 | 歷史 |
| OLLIOllie's Bargain Outlet Holdings, Inc. | Stock | 621,827 | $2,671 萬 | 0.3% | −447,460−41.8% | 減碼 | 歷史 |
| VMEOVimeo, Inc. | COMMON STOCK | 2,246,847 | $2,669 萬 | 0.3% | −187,203−7.7% | 減碼 | 歷史 |
| PHRPhreesia, Inc. | COM | 997,034 | $2,628 萬 | 0.3% | +95,030+10.5% | 加碼 | 歷史 |
| Riverbridge Growth Fund - Inst46141P404 | COM | 728,613 | $2,101 萬 | 0.2% | +39,731+5.8% | 加碼 | – |
| PYPLPayPal Holdings, Inc. | Stock | 176,498 | $2,041 萬 | 0.2% | −8,749−4.7% | 減碼 | 歷史 |
| TDUPThredUp Inc. | CL A | 2,537,367 | $1,954 萬 | 0.2% | +316,079+14.2% | 加碼 | 歷史 |
| TWLOTwilio Inc | CL A | 112,794 | $1,859 萬 | 0.2% | +3,026+2.8% | 加碼 | 歷史 |
| PRCHPorch Group, Inc. | COM | 2,654,699 | $1,844 萬 | 0.2% | +240,542+10.0% | 加碼 | 歷史 |
| TDOCTeladoc Health, Inc. | COM | 255,014 | $1,839 萬 | 0.2% | −3,322−1.3% | 減碼 | 歷史 |
| PRLBProto Labs Inc | COM | 262,062 | $1,386 萬 | 0.2% | −174,161−39.9% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 65,925 | $1,151 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LINLinde PLC | SHS | 16,904 | $540.0 萬 | 0.1% | −432−2.5% | 減碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 31,558 | $522.8 萬 | 0.1% | −64,302−67.1% | 減碼 | – |
| Vanguard Index FDS922908710 | COM | 11,789 | $493.0 萬 | 0.1% | +6+0.1% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 10,289 | $466.8 萬 | 0.1% | −52,973−83.7% | 減碼 | – |
2021 年第 4 季之後清倉(10 檔)
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| INFOIHS Markit Ltd. | SHS | 817,360 | $1.09 億 | 1.1% | 歷史 |
| TWOU2U, LLC | COM | 3,325,984 | $6,675 萬 | 0.7% | 歷史 |
| TMXTerminix Global Holdings Inc | COM | 955,188 | $4,320 萬 | 0.4% | 歷史 |
| CRNCCerence Inc. | COM | 420,974 | $3,226 萬 | 0.3% | 歷史 |
| iShares Tr464288802 | ESG OPTIMIZED | 32,425 | $344.5 萬 | <0.1% | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,341 | $71.5 萬 | <0.1% | – |
| RB All Cap Growth Fund Investo46141P305 | COM | 12,488 | $40.0 萬 | <0.1% | – |
| METAMeta Platforms, Inc. | Stock | 814 | $27.4 萬 | <0.1% | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 810 | $26.0 萬 | <0.1% | – |
| LIILennox International Inc | COM | 619 | $20.1 萬 | <0.1% | 歷史 |