Riverbridge Partners LLC
- SEC CIK
- 0001112325
- 最新申報
- 2026/7/13
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/29 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 195
- 較 2022 年第 1 季 +34
- 總值
- $62.5 億
- 較 2022 年第 1 季 −$26.0 億 (−29.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| RBARB Global Inc. | COM | 4,037,387 | $2.63 億 | 4.2% | −764,056−15.9% | 減碼 | 歷史 |
| GLOBGlobant S.A. | COM | 1,299,995 | $2.26 億 | 3.6% | −174,576−11.8% | 減碼 | 歷史 |
| LOPEGrand Canyon Education, Inc. | COM | 2,105,426 | $1.98 億 | 3.2% | −865,914−29.1% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 663,538 | $1.70 億 | 2.7% | −77,804−10.5% | 減碼 | 歷史 |
| FIVEFive Below, Inc | COM | 1,416,208 | $1.61 億 | 2.6% | −189,330−11.8% | 減碼 | 歷史 |
| AMEDAmedisys Inc | COM | 1,504,987 | $1.58 億 | 2.5% | −188,669−11.1% | 減碼 | 歷史 |
| FASTFastenal Co | Stock | 2,974,684 | $1.48 億 | 2.4% | −570,355−16.1% | 減碼 | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 463,526 | $1.40 億 | 2.2% | −92,868−16.7% | 減碼 | 歷史 |
| HEIHeico Corp | COM | 1,064,924 | $1.40 億 | 2.2% | −213,111−16.7% | 減碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 2,297,504 | $1.39 億 | 2.2% | −423,330−15.6% | 減碼 | 歷史 |
| BLBlackline, Inc. | COM | 1,982,656 | $1.32 億 | 2.1% | −252,332−11.3% | 減碼 | 歷史 |
| TYLTyler Technologies Inc | COM | 369,606 | $1.23 億 | 2.0% | −77,051−17.3% | 減碼 | 歷史 |
| PCTYPaylocity Holding Corp | COM | 703,312 | $1.23 億 | 2.0% | −90,985−11.5% | 減碼 | 歷史 |
| ENSGEnsign Group, Inc | COM | 1,567,988 | $1.15 億 | 1.8% | −296,079−15.9% | 減碼 | 歷史 |
| ALRMAlarm.com Holdings, Inc. | COM | 1,802,647 | $1.12 億 | 1.8% | −230,882−11.4% | 減碼 | 歷史 |
| ROLRollins Inc | COM | 3,137,768 | $1.10 億 | 1.8% | −614,004−16.4% | 減碼 | 歷史 |
| WKWorkiva Inc | COM CL A | 1,649,150 | $1.09 億 | 1.7% | −227,677−12.1% | 減碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 614,605 | $1.06 億 | 1.7% | −99,110−13.9% | 減碼 | 歷史 |
| SPSCSPS Commerce Inc | COM | 926,444 | $1.05 億 | 1.7% | −45,080−4.6% | 減碼 | 歷史 |
| ANSSAnsys Inc | COM | 422,774 | $1.01 億 | 1.6% | −93,663−18.1% | 減碼 | 歷史 |
| AVLRAvalara, Inc. | COM | 1,429,338 | $1.01 億 | 1.6% | −71,493−4.8% | 減碼 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 360,062 | $1.01 億 | 1.6% | −73,718−17.0% | 減碼 | 歷史 |
| EXPOExponent Inc | COM | 998,041 | $9,129 萬 | 1.5% | −114,721−10.3% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 170,806 | $8,773 萬 | 1.4% | −18,757−9.9% | 減碼 | 歷史 |
| CERTCertara, Inc. | COM | 4,039,502 | $8,669 萬 | 1.4% | −466,247−10.3% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 304,759 | $7,726 萬 | 1.2% | −35,762−10.5% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 485,816 | $7,097 萬 | 1.1% | −50,392−9.4% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 667,598 | $7,091 萬 | 1.1% | −84,962−11.3% | 減碼依 20 比 1 拆股換算 | 歷史 |
| AMNAmn Healthcare Services Inc | COM | 640,291 | $7,025 萬 | 1.1% | −68,628−9.7% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 200,824 | $6,769 萬 | 1.1% | −21,714−9.8% | 減碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 341,188 | $6,757 萬 | 1.1% | −33,957−9.1% | 減碼 | 歷史 |
| WSCWillScot Holdings Corp | COM CL A | 2,039,540 | $6,612 萬 | 1.1% | −64,963−3.1% | 減碼 | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 437,703 | $6,551 萬 | 1.0% | +103,524+31.0% | 加碼 | 歷史 |
| FNDFloor & Decor Holdings, Inc. | CL A | 993,032 | $6,252 萬 | 1.0% | +289,292+41.1% | 加碼 | 歷史 |
| NEOGNeogen Corp | COM | 2,591,826 | $6,244 萬 | 1.0% | −341,278−11.6% | 減碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 179,814 | $6,233 萬 | 1.0% | −51,719−22.3% | 減碼 | 歷史 |
| PEGAPegasystems Inc | COM | 1,300,901 | $6,224 萬 | 1.0% | −194,036−13.0% | 減碼 | 歷史 |
| HCSGHealthcare Services Group Inc | COM | 3,413,286 | $5,943 萬 | 1.0% | −415,223−10.8% | 減碼 | 歷史 |
| PRVAPrivia Health Group, Inc. | COM | 1,991,529 | $5,799 萬 | 0.9% | −58,428−2.9% | 減碼 | 歷史 |
| NATINational Instruments Corp | COM | 1,855,131 | $5,794 萬 | 0.9% | −294,372−13.7% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 347,196 | $5,730 萬 | 0.9% | −43,850−11.2% | 減碼 | 歷史 |
| POWIPower Integrations Inc | COM | 725,513 | $5,442 萬 | 0.9% | −22,788−3.0% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 111,905 | $5,321 萬 | 0.9% | −12,736−10.2% | 減碼 | 歷史 |
| FIVNFive9, Inc. | COM | 583,457 | $5,318 萬 | 0.9% | +306,982+111.0% | 加碼 | 歷史 |
| DHDefinitive Healthcare Corp. | CLASS A COM | 2,243,781 | $5,145 萬 | 0.8% | +2,243,781 | 新進 | 歷史 |
| GDYNGrid Dynamics Holdings, Inc. | CL A | 3,001,507 | $5,049 萬 | 0.8% | −263,359−8.1% | 減碼 | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 231,551 | $4,955 萬 | 0.8% | −27,470−10.6% | 減碼 | 歷史 |
| CHEChemed Corp | COM | 103,674 | $4,866 萬 | 0.8% | −3,265−3.1% | 減碼 | 歷史 |
| DSGXDescartes Systems Group Inc | COM | 772,606 | $4,795 萬 | 0.8% | −29,978−3.7% | 減碼 | 歷史 |
| SQSPSquarespace, Inc. | CLASS A | 2,258,560 | $4,725 萬 | 0.8% | −66,254−2.8% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 601,397 | $4,594 萬 | 0.7% | −64,003−9.6% | 減碼 | 歷史 |
| KAIKadant Inc | COM | 251,280 | $4,582 萬 | 0.7% | −8,088−3.1% | 減碼 | 歷史 |
| GWREGuidewire Software, Inc. | COM | 641,423 | $4,554 萬 | 0.7% | −155,319−19.5% | 減碼 | 歷史 |
| USPHU S Physical Therapy Inc | COM | 409,917 | $4,476 萬 | 0.7% | −12,441−2.9% | 減碼 | 歷史 |
| KIDSOrthopediatrics Corp | COM | 1,014,619 | $4,378 萬 | 0.7% | −138,527−12.0% | 減碼 | 歷史 |
| KRNTKornit Digital Ltd. | SHS | 1,336,419 | $4,236 萬 | 0.7% | −175,329−11.6% | 減碼 | 歷史 |
| FRPTFreshpet, Inc. | Stock | 816,013 | $4,234 萬 | 0.7% | −81,631−9.1% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 278,117 | $4,216 萬 | 0.7% | −41,034−12.9% | 減碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 119,753 | $4,200 萬 | 0.7% | −13,219−9.9% | 減碼 | 歷史 |
| OSHOak Street Health, Inc. | COM | 2,525,168 | $4,151 萬 | 0.7% | −275,400−9.8% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 19,042 | $4,150 萬 | 0.7% | −6,413−25.2% | 減碼 | 歷史 |
| GNTXGentex Corp | COM | 1,456,969 | $4,075 萬 | 0.7% | −41,374−2.8% | 減碼 | 歷史 |
| PGNYProgyny, Inc. | COM | 1,369,282 | $3,978 萬 | 0.6% | −155,773−10.2% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 193,682 | $3,813 萬 | 0.6% | −25,668−11.7% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 243,542 | $3,745 萬 | 0.6% | −26,690−9.9% | 減碼 | 歷史 |
| PPLIPeople Inc | COM NEW | 490,306 | $3,725 萬 | 0.6% | −90,122−15.5% | 減碼 | 歷史 |
| MODNModel N, Inc. | COM | 1,434,214 | $3,669 萬 | 0.6% | −69,918−4.6% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 16,759 | $3,666 萬 | 0.6% | −275−1.6% | 減碼 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 512,828 | $3,567 萬 | 0.6% | −452,381−46.9% | 減碼 | 歷史 |
| OLLIOllie's Bargain Outlet Holdings, Inc. | Stock | 601,522 | $3,534 萬 | 0.6% | −20,305−3.3% | 減碼 | 歷史 |
| PRAAPra Group Inc | COM | 969,178 | $3,524 萬 | 0.6% | −31,940−3.2% | 減碼 | 歷史 |
| HSKAHeska Corp | COM RESTRC NEW | 326,990 | $3,090 萬 | 0.5% | −10,071−3.0% | 減碼 | 歷史 |
| EYENational Vision Holdings, Inc. | COM | 1,111,489 | $3,057 萬 | 0.5% | −34,446−3.0% | 減碼 | 歷史 |
| WSOWatsco Inc | COM | 116,887 | $2,792 萬 | 0.4% | −27,839−19.2% | 減碼 | 歷史 |
| GKOSGLAUKOS Corp | COM | 613,828 | $2,788 萬 | 0.4% | −19,623−3.1% | 減碼 | 歷史 |
| JKHYJack Henry & Associates Inc | Stock | 151,729 | $2,731 萬 | 0.4% | −34,721−18.6% | 減碼 | 歷史 |
| PYCRPaycor HCM, Inc. | COM | 983,156 | $2,556 萬 | 0.4% | +983,156 | 新進 | 歷史 |
| PHRPhreesia, Inc. | COM | 968,248 | $2,422 萬 | 0.4% | −28,786−2.9% | 減碼 | 歷史 |
| PROPROS Holdings, Inc. | COM | 853,826 | $2,240 萬 | 0.4% | −43,313−4.8% | 減碼 | 歷史 |
| MIDDMIDDLEBY Corp | COM | 157,527 | $1,975 萬 | 0.3% | −41,618−20.9% | 減碼 | 歷史 |
| GTMZoomInfo Technologies Inc. | Stock | 591,651 | $1,967 萬 | 0.3% | +591,651 | 新進 | 歷史 |
| CGNXCognex Corp | COM | 457,963 | $1,947 萬 | 0.3% | −110,011−19.4% | 減碼 | 歷史 |
| GSHDGoosehead Insurance, Inc. | COM CL A | 424,066 | $1,937 萬 | 0.3% | −12,727−2.9% | 減碼 | 歷史 |
| FVRRFiverr International Ltd. | ORD SHS | 557,793 | $1,918 萬 | 0.3% | −268,270−32.5% | 減碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 101,096 | $1,864 萬 | 0.3% | −11,249−10.0% | 減碼 | 歷史 |
| PNTGPennant Group, Inc. | COM | 1,416,169 | $1,814 萬 | 0.3% | −42,845−2.9% | 減碼 | 歷史 |
| Riverbridge Growth Fund - Inst46141P404 | COM | 693,288 | $1,586 萬 | 0.3% | −35,325−4.8% | 減碼 | – |
| AZPNAspen Technology, Inc. | COM | 69,855 | $1,283 萬 | 0.2% | +69,855 | 新進 | 歷史 |
| VMEOVimeo, Inc. | COMMON STOCK | 2,010,825 | $1,211 萬 | 0.2% | −236,022−10.5% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 66,384 | $1,161 萬 | 0.2% | −9,860−12.9% | 減碼 | 歷史 |
| PRLBProto Labs Inc | COM | 234,197 | $1,120 萬 | 0.2% | −27,865−10.6% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 156,473 | $1,093 萬 | 0.2% | −20,025−11.3% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 65,925 | $901.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TWLOTwilio Inc | CL A | 101,271 | $848.8 萬 | 0.1% | −11,523−10.2% | 減碼 | 歷史 |
| PRCHPorch Group, Inc. | COM | 2,581,077 | $660.8 萬 | 0.1% | −73,622−2.8% | 減碼 | 歷史 |
| TDUPThredUp Inc. | CL A | 2,461,248 | $615.3 萬 | 0.1% | −76,119−3.0% | 減碼 | 歷史 |
| LINLinde PLC | SHS | 16,704 | $480.3 萬 | 0.1% | −200−1.2% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 28,169 | $477.1 萬 | 0.1% | +18,128+180.5% | 加碼 | – |
| DGDollar General Corp | COM | 18,735 | $459.8 萬 | 0.1% | −157−0.8% | 減碼 | 歷史 |
| Vanguard Index FDS922908710 | COM | 11,791 | $411.9 萬 | 0.1% | +20.0% | 加碼 | – |
2022 年第 1 季之後清倉（9 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CCMPCMC Materials, Inc. | COM | 212,396 | $3,938 萬 | 0.4% | 歷史 |
| AZPNASPENTECH Corp | COM | 214,894 | $3,554 萬 | 0.4% | 歷史 |
| HCATHealth Catalyst, Inc. | COM | 1,222,571 | $3,195 萬 | 0.4% | 歷史 |
| TDOCTeladoc Health, Inc. | COM | 255,014 | $1,839 萬 | 0.2% | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 31,558 | $522.8 萬 | 0.1% | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 35,961 | $380.0 萬 | <0.1% | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 7,270 | $185.9 萬 | <0.1% | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 6,649 | $174.4 萬 | <0.1% | – |
| American FD Growth FD Of399874106 | COM | 4,448 | $29.5 萬 | <0.1% | – |