Riverbridge Partners LLC
- SEC CIK
- 0001112325
- 最新申報
- 2026/7/13
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/10/26 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 194
- 較 2022 年第 2 季 −1
- 總值
- $67.3 億
- 較 2022 年第 2 季 +$4.87 億 (+7.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GLOBGlobant S.A. | COM | 1,418,362 | $2.65 億 | 3.9% | +118,367+9.1% | 加碼 | 歷史 |
| RBARB Global Inc. | COM | 4,196,343 | $2.62 億 | 3.9% | +158,956+3.9% | 加碼 | 歷史 |
| FIVEFive Below, Inc | COM | 1,625,892 | $2.24 億 | 3.3% | +209,684+14.8% | 加碼 | 歷史 |
| PCTYPaylocity Holding Corp | COM | 771,722 | $1.86 億 | 2.8% | +68,410+9.7% | 加碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 2,617,812 | $1.82 億 | 2.7% | +320,308+13.9% | 加碼 | 歷史 |
| HEIHeico Corp | COM | 1,221,909 | $1.76 億 | 2.6% | +156,985+14.7% | 加碼 | 歷史 |
| WKWorkiva Inc | COM CL A | 2,237,245 | $1.74 億 | 2.6% | +588,095+35.7% | 加碼 | 歷史 |
| LOPEGrand Canyon Education, Inc. | COM | 2,115,098 | $1.74 億 | 2.6% | +9,672+0.5% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 714,104 | $1.66 億 | 2.5% | +50,566+7.6% | 加碼 | 歷史 |
| AMEDAmedisys Inc | COM | 1,628,273 | $1.58 億 | 2.3% | +123,286+8.2% | 加碼 | 歷史 |
| FASTFastenal Co | Stock | 3,389,876 | $1.56 億 | 2.3% | +415,192+14.0% | 加碼 | 歷史 |
| TYLTyler Technologies Inc | COM | 431,424 | $1.50 億 | 2.2% | +61,818+16.7% | 加碼 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 417,427 | $1.38 億 | 2.0% | +57,365+15.9% | 加碼 | 歷史 |
| ENSGEnsign Group, Inc | COM | 1,677,896 | $1.33 億 | 2.0% | +109,908+7.0% | 加碼 | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 529,511 | $1.30 億 | 1.9% | +65,985+14.2% | 加碼 | 歷史 |
| BLBlackline, Inc. | COM | 2,149,250 | $1.29 億 | 1.9% | +166,594+8.4% | 加碼 | 歷史 |
| ALRMAlarm.com Holdings, Inc. | COM | 1,964,425 | $1.27 億 | 1.9% | +161,778+9.0% | 加碼 | 歷史 |
| SPSCSPS Commerce Inc | COM | 1,013,628 | $1.26 億 | 1.9% | +87,184+9.4% | 加碼 | 歷史 |
| ROLRollins Inc | COM | 3,586,595 | $1.24 億 | 1.8% | +448,827+14.3% | 加碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 694,376 | $1.18 億 | 1.8% | +79,771+13.0% | 加碼 | 歷史 |
| ANSSAnsys Inc | COM | 500,636 | $1.11 億 | 1.6% | +77,862+18.4% | 加碼 | 歷史 |
| EXPOExponent Inc | COM | 1,094,506 | $9,596 萬 | 1.4% | +96,465+9.7% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 182,845 | $9,234 萬 | 1.4% | +12,039+7.0% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 328,490 | $8,485 萬 | 1.3% | +23,731+7.8% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 748,752 | $8,461 萬 | 1.3% | +81,154+12.2% | 加碼 | 歷史 |
| WSCWillScot Holdings Corp | COM CL A | 2,027,916 | $8,179 萬 | 1.2% | −11,624−0.6% | 減碼 | 歷史 |
| NATINational Instruments Corp | COM | 2,014,310 | $7,602 萬 | 1.1% | +159,179+8.6% | 加碼 | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 466,837 | $7,337 萬 | 1.1% | +29,134+6.7% | 加碼 | 歷史 |
| FNDFloor & Decor Holdings, Inc. | CL A | 1,036,969 | $7,286 萬 | 1.1% | +43,937+4.4% | 加碼 | 歷史 |
| AMNAmn Healthcare Services Inc | COM | 684,294 | $7,251 萬 | 1.1% | +44,003+6.9% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 519,489 | $7,239 萬 | 1.1% | +33,673+6.9% | 加碼 | 歷史 |
| GDYNGrid Dynamics Holdings, Inc. | CL A | 3,804,475 | $7,126 萬 | 1.1% | +802,968+26.8% | 加碼 | 歷史 |
| GTMZoomInfo Technologies Inc. | Stock | 1,647,732 | $6,865 萬 | 1.0% | +1,056,081+178.5% | 加碼 | 歷史 |
| PRVAPrivia Health Group, Inc. | COM | 1,982,090 | $6,751 萬 | 1.0% | −9,439−0.5% | 減碼 | 歷史 |
| OSHOak Street Health, Inc. | COM | 2,728,744 | $6,691 萬 | 1.0% | +203,576+8.1% | 加碼 | 歷史 |
| CGNXCognex Corp | COM | 1,601,267 | $6,637 萬 | 1.0% | +1,143,304+249.6% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 216,410 | $6,608 萬 | 1.0% | +15,586+7.8% | 加碼 | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 319,220 | $6,282 萬 | 0.9% | +87,669+37.9% | 加碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 218,619 | $6,209 萬 | 0.9% | +38,805+21.6% | 加碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 366,105 | $6,036 萬 | 0.9% | +24,917+7.3% | 加碼 | 歷史 |
| CERTCertara, Inc. | COM | 4,379,622 | $5,816 萬 | 0.9% | +340,120+8.4% | 加碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 268,984 | $5,571 萬 | 0.8% | +264,248+5,579.6% | 加碼 | 歷史 |
| PGNYProgyny, Inc. | COM | 1,477,052 | $5,474 萬 | 0.8% | +107,770+7.9% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 376,846 | $5,421 萬 | 0.8% | +29,650+8.5% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 635,951 | $5,359 萬 | 0.8% | +34,554+5.7% | 加碼 | 歷史 |
| SQSPSquarespace, Inc. | CLASS A | 2,437,670 | $5,207 萬 | 0.8% | +179,110+7.9% | 加碼 | 歷史 |
| KIDSOrthopediatrics Corp | COM | 1,113,502 | $5,138 萬 | 0.8% | +98,883+9.7% | 加碼 | 歷史 |
| MODNModel N, Inc. | COM | 1,432,173 | $4,902 萬 | 0.7% | −2,041−0.1% | 減碼 | 歷史 |
| DSGXDescartes Systems Group Inc | COM | 768,598 | $4,883 萬 | 0.7% | −4,008−0.5% | 減碼 | 歷史 |
| FIVNFive9, Inc. | COM | 644,444 | $4,832 萬 | 0.7% | +60,987+10.5% | 加碼 | 歷史 |
| GWREGuidewire Software, Inc. | COM | 765,088 | $4,711 萬 | 0.7% | +123,665+19.3% | 加碼 | 歷史 |
| POWIPower Integrations Inc | COM | 721,330 | $4,640 萬 | 0.7% | −4,183−0.6% | 減碼 | 歷史 |
| PEGAPegasystems Inc | COM | 1,427,224 | $4,587 萬 | 0.7% | +126,323+9.7% | 加碼 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 645,526 | $4,576 萬 | 0.7% | +132,698+25.9% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 120,000 | $4,531 萬 | 0.7% | +8,095+7.2% | 加碼 | 歷史 |
| CHEChemed Corp | COM | 102,880 | $4,491 萬 | 0.7% | −794−0.8% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 463,317 | $4,432 萬 | 0.7% | +82,477+21.7% | 加碼依 20 比 1 拆股換算 | 歷史 |
| FRPTFreshpet, Inc. | Stock | 866,199 | $4,339 萬 | 0.6% | +50,186+6.2% | 加碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 129,327 | $4,214 萬 | 0.6% | +9,574+8.0% | 加碼 | 歷史 |
| KAIKadant Inc | COM | 249,869 | $4,168 萬 | 0.6% | −1,411−0.6% | 減碼 | 歷史 |
| PYCRPaycor HCM, Inc. | COM | 1,380,332 | $4,080 萬 | 0.6% | +397,176+40.4% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 326,863 | $3,968 萬 | 0.6% | +48,746+17.5% | 加碼 | 歷史 |
| NEOGNeogen Corp | COM | 2,829,503 | $3,953 萬 | 0.6% | +237,677+9.2% | 加碼 | 歷史 |
| KRNTKornit Digital Ltd. | SHS | 1,446,404 | $3,849 萬 | 0.6% | +109,985+8.2% | 加碼 | 歷史 |
| DHDefinitive Healthcare Corp. | CLASS A COM | 2,413,623 | $3,751 萬 | 0.6% | +169,842+7.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 210,916 | $3,747 萬 | 0.6% | +17,234+8.9% | 加碼 | 歷史 |
| WSOWatsco Inc | COM | 141,500 | $3,643 萬 | 0.5% | +24,613+21.1% | 加碼 | 歷史 |
| EYENational Vision Holdings, Inc. | COM | 1,104,552 | $3,606 萬 | 0.5% | −6,937−0.6% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 239,990 | $3,466 萬 | 0.5% | −3,552−1.5% | 減碼 | 歷史 |
| JKHYJack Henry & Associates Inc | Stock | 182,408 | $3,325 萬 | 0.5% | +30,679+20.2% | 加碼 | 歷史 |
| GKOSGLAUKOS Corp | COM | 611,660 | $3,257 萬 | 0.5% | −2,168−0.4% | 減碼 | 歷史 |
| PRAAPra Group Inc | COM | 964,363 | $3,169 萬 | 0.5% | −4,815−0.5% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 322,889 | $3,105 萬 | 0.5% | −12,291−3.7% | 減碼依 20 比 1 拆股換算 | 歷史 |
| PPLIPeople Inc | COM NEW | 559,331 | $3,098 萬 | 0.5% | +69,025+14.1% | 加碼 | 歷史 |
| OLLIOllie's Bargain Outlet Holdings, Inc. | Stock | 599,917 | $3,096 萬 | 0.5% | −1,605−0.3% | 減碼 | 歷史 |
| USPHU S Physical Therapy Inc | COM | 406,871 | $3,093 萬 | 0.5% | −3,046−0.7% | 減碼 | 歷史 |
| HCSGHealthcare Services Group Inc | COM | 2,352,716 | $2,844 萬 | 0.4% | −1,060,570−31.1% | 減碼 | 歷史 |
| ENTGEntegris Inc | COM | 331,729 | $2,754 萬 | 0.4% | +331,729 | 新進 | 歷史 |
| PHRPhreesia, Inc. | COM | 963,745 | $2,456 萬 | 0.4% | −4,503−0.5% | 減碼 | 歷史 |
| HSKAHeska Corp | COM RESTRC NEW | 324,752 | $2,368 萬 | 0.4% | −2,238−0.7% | 減碼 | 歷史 |
| AZPNAspen Technology, Inc. | COM | 90,502 | $2,156 萬 | 0.3% | +20,647+29.6% | 加碼 | 歷史 |
| PROPROS Holdings, Inc. | COM | 851,194 | $2,102 萬 | 0.3% | −2,632−0.3% | 減碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 109,597 | $2,091 萬 | 0.3% | +8,501+8.4% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 73,035 | $1,720 萬 | 0.3% | +6,651+10.0% | 加碼 | 歷史 |
| Riverbridge Growth Fund - Inst46141P404 | COM | 693,913 | $1,538 萬 | 0.2% | +625+0.1% | 加碼 | – |
| GSHDGoosehead Insurance, Inc. | COM CL A | 421,076 | $1,501 萬 | 0.2% | −2,990−0.7% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 172,811 | $1,487 萬 | 0.2% | +16,338+10.4% | 加碼 | 歷史 |
| PNTGPennant Group, Inc. | COM | 1,408,938 | $1,467 萬 | 0.2% | −7,231−0.5% | 減碼 | 歷史 |
| FVRRFiverr International Ltd. | ORD SHS | 410,186 | $1,255 萬 | 0.2% | −147,607−26.5% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 65,925 | $911.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PRLBProto Labs Inc | COM | 227,004 | $827.0 萬 | 0.1% | −7,193−3.1% | 減碼 | 歷史 |
| TWLOTwilio Inc | CL A | 111,139 | $768.4 萬 | 0.1% | +9,868+9.7% | 加碼 | 歷史 |
| PRCHPorch Group, Inc. | COM | 2,569,184 | $578.1 萬 | 0.1% | −11,893−0.5% | 減碼 | 歷史 |
| TDUPThredUp Inc. | CL A | 2,447,890 | $450.4 萬 | 0.1% | −13,358−0.5% | 減碼 | 歷史 |
| DGDollar General Corp | COM | 18,676 | $448.0 萬 | 0.1% | −59−0.3% | 減碼 | 歷史 |
| LINLinde PLC | SHS | 16,431 | $443.0 萬 | 0.1% | −273−1.6% | 減碼 | 歷史 |
| Vanguard Index FDS922908710 | COM | 11,890 | $393.4 萬 | 0.1% | +99+0.8% | 加碼 | – |
| EFXEquifax Inc | COM | 21,882 | $375.1 萬 | 0.1% | −105−0.5% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 22,928 | $374.3 萬 | 0.1% | −109−0.5% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 74,470 | $297.9 萬 | <0.1% | −202−0.3% | 減碼 | 歷史 |
2022 年第 2 季之後清倉（7 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MIDDMIDDLEBY Corp | COM | 157,527 | $1,975 萬 | 0.3% | 歷史 |
| VMEOVimeo, Inc. | COMMON STOCK | 2,010,825 | $1,211 萬 | 0.2% | 歷史 |
| BKTBlackRock Income Trust, Inc. | COM | 133,547 | $60.6 萬 | <0.1% | 歷史 |
| EVGEaton Vance Short Duration Diversified Income Fund | COM | 41,028 | $44.1 萬 | <0.1% | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 5,000 | $32.3 萬 | <0.1% | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,815 | $23.1 萬 | <0.1% | – |
| UNPUnion Pacific Corp | Stock | 1,000 | $21.3 萬 | <0.1% | 歷史 |