Riverbridge Partners LLC
- SEC CIK
- 0001112325
- 最新申報
- 2026/7/13
2022 年第 4 季持倉
持倉截至 2022/12/31,2023/1/11 申報。只含多頭部位,變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 195
- 較 2022 年第 3 季 +1
- 總值
- $66.6 億
- 較 2022 年第 3 季 −$7,403 萬 (−1.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| FIVEFive Below, Inc | COM | 1,510,743 | $2.67 億 | 4.0% | −115,149−7.1% | 減碼 | 歷史 |
| RBARB Global Inc. | COM | 4,078,780 | $2.36 億 | 3.5% | −117,563−2.8% | 減碼 | 歷史 |
| GLOBGlobant S.A. | COM | 1,374,490 | $2.31 億 | 3.5% | −43,872−3.1% | 減碼 | 歷史 |
| LOPEGrand Canyon Education, Inc. | COM | 2,059,490 | $2.18 億 | 3.3% | −55,608−2.6% | 減碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 2,526,341 | $1.95 億 | 2.9% | −91,471−3.5% | 減碼 | 歷史 |
| WKWorkiva Inc | COM CL A | 2,178,057 | $1.83 億 | 2.7% | −59,188−2.6% | 減碼 | 歷史 |
| HEIHeico Corp | COM | 1,174,350 | $1.80 億 | 2.7% | −47,559−3.9% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 699,432 | $1.68 億 | 2.5% | −14,672−2.1% | 減碼 | 歷史 |
| ENSGEnsign Group, Inc | COM | 1,638,782 | $1.55 億 | 2.3% | −39,114−2.3% | 減碼 | 歷史 |
| FASTFastenal Co | Stock | 3,264,734 | $1.54 億 | 2.3% | −125,142−3.7% | 減碼 | 歷史 |
| BLBlackline, Inc. | COM | 2,085,836 | $1.40 億 | 2.1% | −63,414−3.0% | 減碼 | 歷史 |
| TYLTyler Technologies Inc | COM | 411,540 | $1.33 億 | 2.0% | −19,884−4.6% | 減碼 | 歷史 |
| PCTYPaylocity Holding Corp | COM | 676,061 | $1.31 億 | 2.0% | −95,661−12.4% | 減碼 | 歷史 |
| AMEDAmedisys Inc | COM | 1,525,893 | $1.27 億 | 1.9% | −102,380−6.3% | 減碼 | 歷史 |
| ROLRollins Inc | COM | 3,452,078 | $1.26 億 | 1.9% | −134,517−3.8% | 減碼 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 400,161 | $1.24 億 | 1.9% | −17,266−4.1% | 減碼 | 歷史 |
| SPSCSPS Commerce Inc | COM | 943,523 | $1.21 億 | 1.8% | −70,105−6.9% | 減碼 | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 507,386 | $1.19 億 | 1.8% | −22,125−4.2% | 減碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 671,025 | $1.18 億 | 1.8% | −23,351−3.4% | 減碼 | 歷史 |
| ANSSAnsys Inc | COM | 476,373 | $1.15 億 | 1.7% | −24,263−4.8% | 減碼 | 歷史 |
| EXPOExponent Inc | COM | 1,060,467 | $1.05 億 | 1.6% | −34,039−3.1% | 減碼 | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 455,694 | $9,679 萬 | 1.5% | −11,143−2.4% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 179,518 | $9,518 萬 | 1.4% | −3,327−1.8% | 減碼 | 歷史 |
| ALRMAlarm.com Holdings, Inc. | COM | 1,893,940 | $9,371 萬 | 1.4% | −70,485−3.6% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 321,868 | $8,543 萬 | 1.3% | −6,622−2.0% | 減碼 | 歷史 |
| CGNXCognex Corp | COM | 1,808,642 | $8,521 萬 | 1.3% | +207,375+13.0% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 511,043 | $8,383 萬 | 1.3% | −8,446−1.6% | 減碼 | 歷史 |
| NATINational Instruments Corp | COM | 1,950,205 | $7,196 萬 | 1.1% | −64,105−3.2% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 212,688 | $7,124 萬 | 1.1% | −3,722−1.7% | 減碼 | 歷史 |
| FNDFloor & Decor Holdings, Inc. | CL A | 1,004,538 | $6,995 萬 | 1.1% | −32,431−3.1% | 減碼 | 歷史 |
| AMNAmn Healthcare Services Inc | COM | 665,909 | $6,847 萬 | 1.0% | −18,385−2.7% | 減碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 825,421 | $6,841 萬 | 1.0% | −49,055−5.6% | 減碼依 4 比 1 拆股換算 | 歷史 |
| CERTCertara, Inc. | COM | 4,187,184 | $6,729 萬 | 1.0% | −192,438−4.4% | 減碼 | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 300,808 | $6,555 萬 | 1.0% | −18,412−5.8% | 減碼 | 歷史 |
| WSCWillScot Holdings Corp | COM CL A | 1,411,304 | $6,375 萬 | 1.0% | −616,612−30.4% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 625,128 | $6,201 萬 | 0.9% | −10,823−1.7% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 719,327 | $6,042 萬 | 0.9% | −29,425−3.9% | 減碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 357,310 | $5,766 萬 | 0.9% | −8,795−2.4% | 減碼 | 歷史 |
| MODNModel N, Inc. | COM | 1,416,011 | $5,743 萬 | 0.9% | −16,162−1.1% | 減碼 | 歷史 |
| OSHOak Street Health, Inc. | COM | 2,607,606 | $5,609 萬 | 0.8% | −121,138−4.4% | 減碼 | 歷史 |
| DSGXDescartes Systems Group Inc | COM | 765,515 | $5,332 萬 | 0.8% | −3,083−0.4% | 減碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 250,706 | $5,287 萬 | 0.8% | −18,278−6.8% | 減碼 | 歷史 |
| CHEChemed Corp | COM | 101,815 | $5,197 萬 | 0.8% | −1,065−1.0% | 減碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 126,604 | $5,165 萬 | 0.8% | −2,723−2.1% | 減碼 | 歷史 |
| SQSPSquarespace, Inc. | CLASS A | 2,322,899 | $5,150 萬 | 0.8% | −114,771−4.7% | 減碼 | 歷史 |
| POWIPower Integrations Inc | COM | 711,739 | $5,105 萬 | 0.8% | −9,591−1.3% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 130,044 | $5,049 萬 | 0.8% | +10,044+8.4% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 364,211 | $4,829 萬 | 0.7% | −12,635−3.4% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 321,054 | $4,692 萬 | 0.7% | −5,809−1.8% | 減碼 | 歷史 |
| PEGAPegasystems Inc | COM | 1,358,798 | $4,653 萬 | 0.7% | −68,426−4.8% | 減碼 | 歷史 |
| GTMZoomInfo Technologies Inc. | Stock | 1,526,339 | $4,596 萬 | 0.7% | −121,393−7.4% | 減碼 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 608,605 | $4,554 萬 | 0.7% | −36,921−5.7% | 減碼 | 歷史 |
| GWREGuidewire Software, Inc. | COM | 708,359 | $4,432 萬 | 0.7% | −56,729−7.4% | 減碼 | 歷史 |
| FRPTFreshpet, Inc. | Stock | 834,010 | $4,401 萬 | 0.7% | −32,189−3.7% | 減碼 | 歷史 |
| PRVAPrivia Health Group, Inc. | COM | 1,933,473 | $4,391 萬 | 0.7% | −48,617−2.5% | 減碼 | 歷史 |
| PGNYProgyny, Inc. | COM | 1,408,198 | $4,387 萬 | 0.7% | −68,854−4.7% | 減碼 | 歷史 |
| KAIKadant Inc | COM | 246,529 | $4,379 萬 | 0.7% | −3,340−1.3% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 206,372 | $4,288 萬 | 0.6% | −4,544−2.2% | 減碼 | 歷史 |
| KRNTKornit Digital Ltd. | SHS | 1,864,146 | $4,282 萬 | 0.6% | +417,742+28.9% | 加碼 | 歷史 |
| EYENational Vision Holdings, Inc. | COM | 1,090,250 | $4,226 萬 | 0.6% | −14,302−1.3% | 減碼 | 歷史 |
| KIDSOrthopediatrics Corp | COM | 1,060,238 | $4,212 萬 | 0.6% | −53,264−4.8% | 減碼 | 歷史 |
| FIVNFive9, Inc. | COM | 608,830 | $4,132 萬 | 0.6% | −35,614−5.5% | 減碼 | 歷史 |
| NEOGNeogen Corp | COM | 2,698,945 | $4,111 萬 | 0.6% | −130,558−4.6% | 減碼 | 歷史 |
| GDYNGrid Dynamics Holdings, Inc. | CL A | 3,568,001 | $4,003 萬 | 0.6% | −236,474−6.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 442,777 | $3,907 萬 | 0.6% | −20,540−4.4% | 減碼 | 歷史 |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 4,024,336 | $3,501 萬 | 0.5% | +4,024,336 | 新進 | 歷史 |
| ECLEcolab Inc. | Stock | 233,120 | $3,393 萬 | 0.5% | −6,870−2.9% | 減碼 | 歷史 |
| KNSLKinsale Capital Group, Inc. | Stock | 128,263 | $3,354 萬 | 0.5% | +128,263 | 新進 | 歷史 |
| WSOWatsco Inc | COM | 133,887 | $3,339 萬 | 0.5% | −7,613−5.4% | 減碼 | 歷史 |
| PYCRPaycor HCM, Inc. | COM | 1,360,366 | $3,329 萬 | 0.5% | −19,966−1.4% | 減碼 | 歷史 |
| USPHU S Physical Therapy Inc | COM | 402,222 | $3,259 萬 | 0.5% | −4,649−1.1% | 減碼 | 歷史 |
| PRAAPra Group Inc | COM | 951,138 | $3,213 萬 | 0.5% | −13,225−1.4% | 減碼 | 歷史 |
| DHDefinitive Healthcare Corp. | CLASS A COM | 2,847,381 | $3,129 萬 | 0.5% | +433,758+18.0% | 加碼 | 歷史 |
| PHRPhreesia, Inc. | COM | 946,272 | $3,062 萬 | 0.5% | −17,473−1.8% | 減碼 | 歷史 |
| JKHYJack Henry & Associates Inc | Stock | 173,199 | $3,041 萬 | 0.5% | −9,209−5.0% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 316,740 | $2,810 萬 | 0.4% | −6,149−1.9% | 減碼 | 歷史 |
| OLLIOllie's Bargain Outlet Holdings, Inc. | Stock | 589,963 | $2,763 萬 | 0.4% | −9,954−1.7% | 減碼 | 歷史 |
| GKOSGLAUKOS Corp | COM | 598,796 | $2,616 萬 | 0.4% | −12,864−2.1% | 減碼 | 歷史 |
| HCSGHealthcare Services Group Inc | COM | 2,119,468 | $2,543 萬 | 0.4% | −233,248−9.9% | 減碼 | 歷史 |
| PPLIPeople Inc | COM NEW | 519,266 | $2,306 萬 | 0.3% | −40,065−7.2% | 減碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 105,275 | $2,129 萬 | 0.3% | −4,322−3.9% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 70,591 | $2,082 萬 | 0.3% | −2,444−3.3% | 減碼 | 歷史 |
| PROPROS Holdings, Inc. | COM | 837,842 | $2,033 萬 | 0.3% | −13,352−1.6% | 減碼 | 歷史 |
| ENTGEntegris Inc | COM | 300,500 | $1,971 萬 | 0.3% | −31,229−9.4% | 減碼 | 歷史 |
| HSKAHeska Corp | COM RESTRC NEW | 316,085 | $1,965 萬 | 0.3% | −8,667−2.7% | 減碼 | 歷史 |
| AZPNAspen Technology, Inc. | COM | 85,307 | $1,752 萬 | 0.3% | −5,195−5.7% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 97,102 | $1,693 萬 | 0.3% | +85,018+703.6% | 加碼 | – |
| Riverbridge Growth Fund - Inst46141P404 | COM | 708,349 | $1,612 萬 | 0.2% | +14,436+2.1% | 加碼 | – |
| PNTGPennant Group, Inc. | COM | 1,372,199 | $1,507 萬 | 0.2% | −36,739−2.6% | 減碼 | 歷史 |
| GSHDGoosehead Insurance, Inc. | COM CL A | 412,445 | $1,416 萬 | 0.2% | −8,631−2.0% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 165,198 | $1,177 萬 | 0.2% | −7,613−4.4% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 25,125 | $965.3 萬 | 0.1% | +19,885+379.5% | 加碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 72,258 | $960.0 萬 | 0.1% | +52,463+265.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 67,488 | $876.9 萬 | 0.1% | +1,563+2.4% | 加碼 | 歷史 |
| Vanguard Index FDS922908710 | COM | 15,413 | $545.8 萬 | 0.1% | +3,523+29.6% | 加碼 | – |
| LINLinde PLC | SHS | 16,223 | $529.2 萬 | 0.1% | −208−1.3% | 減碼 | 歷史 |
| DGDollar General Corp | COM | 18,452 | $454.4 萬 | 0.1% | −224−1.2% | 減碼 | 歷史 |
| EFXEquifax Inc | COM | 21,615 | $420.1 萬 | 0.1% | −267−1.2% | 減碼 | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 48,870 | $398.4 萬 | 0.1% | +37,066+314.0% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 21,959 | $396.7 萬 | 0.1% | −969−4.2% | 減碼 | 歷史 |
2022 年第 3 季之後清倉(9 檔)
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| FVRRFiverr International Ltd. | ORD SHS | 410,186 | $1,255 萬 | 0.2% | 歷史 |
| PRLBProto Labs Inc | COM | 227,004 | $827.0 萬 | 0.1% | 歷史 |
| TWLOTwilio Inc | CL A | 111,139 | $768.4 萬 | 0.1% | 歷史 |
| PRCHPorch Group, Inc. | COM | 2,569,184 | $578.1 萬 | 0.1% | 歷史 |
| TDUPThredUp Inc. | CL A | 2,447,890 | $450.4 萬 | 0.1% | 歷史 |
| AVLRAvalara, Inc. | COM | 19,762 | $181.4 萬 | <0.1% | 歷史 |
| BKCCBlackRock Capital Investment Corp | COM | 149,712 | $50.8 萬 | <0.1% | 歷史 |
| TCPCBlackRock TCP Capital Corp. | COM | 40,141 | $43.9 萬 | <0.1% | 歷史 |
| MITIMitesco, Inc. | COMMON STOCK | 12,750 | $1,000 | <0.1% | 歷史 |