Riverbridge Partners LLC
- SEC CIK
- 0001112325
- 最新申報
- 2026/7/13
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/21 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 189
- 較 2022 年第 4 季 −6
- 總值
- $71.3 億
- 較 2022 年第 4 季 +$4.73 億 (+7.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| FIVEFive Below, Inc | COM | 1,369,976 | $2.82 億 | 4.0% | −140,767−9.3% | 減碼 | 歷史 |
| RBARB Global Inc. | COM | 3,985,212 | $2.24 億 | 3.1% | −93,568−2.3% | 減碼 | 歷史 |
| GLOBGlobant S.A. | COM | 1,346,961 | $2.21 億 | 3.1% | −27,529−2.0% | 減碼 | 歷史 |
| LOPEGrand Canyon Education, Inc. | COM | 1,871,192 | $2.13 億 | 3.0% | −188,298−9.1% | 減碼 | 歷史 |
| WKWorkiva Inc | COM CL A | 2,010,974 | $2.06 億 | 2.9% | −167,083−7.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 688,081 | $1.98 億 | 2.8% | −11,351−1.6% | 減碼 | 歷史 |
| HEIHeico Corp | COM | 1,153,296 | $1.97 億 | 2.8% | −21,054−1.8% | 減碼 | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 540,890 | $1.87 億 | 2.6% | +33,504+6.6% | 加碼 | 歷史 |
| FASTFastenal Co | Stock | 3,215,662 | $1.73 億 | 2.4% | −49,072−1.5% | 減碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 2,486,287 | $1.71 億 | 2.4% | −40,054−1.6% | 減碼 | 歷史 |
| ANSSAnsys Inc | COM | 478,429 | $1.59 億 | 2.2% | +2,056+0.4% | 加碼 | 歷史 |
| TYLTyler Technologies Inc | COM | 412,398 | $1.46 億 | 2.1% | +858+0.2% | 加碼 | 歷史 |
| SPSCSPS Commerce Inc | COM | 918,198 | $1.40 億 | 2.0% | −25,325−2.7% | 減碼 | 歷史 |
| BLBlackline, Inc. | COM | 2,048,358 | $1.38 億 | 1.9% | −37,478−1.8% | 減碼 | 歷史 |
| ENSGEnsign Group, Inc | COM | 1,404,599 | $1.34 億 | 1.9% | −234,183−14.3% | 減碼 | 歷史 |
| PCTYPaylocity Holding Corp | COM | 664,123 | $1.32 億 | 1.9% | −11,938−1.8% | 減碼 | 歷史 |
| ROLRollins Inc | COM | 3,399,849 | $1.28 億 | 1.8% | −52,229−1.5% | 減碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 662,143 | $1.27 億 | 1.8% | −8,882−1.3% | 減碼 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 398,668 | $1.21 億 | 1.7% | −1,493−0.4% | 減碼 | 歷史 |
| FNDFloor & Decor Holdings, Inc. | CL A | 1,217,611 | $1.20 億 | 1.7% | +213,073+21.2% | 加碼 | 歷史 |
| AMEDAmedisys Inc | COM | 1,525,311 | $1.12 億 | 1.6% | −5820.0% | 減碼 | 歷史 |
| EXPOExponent Inc | COM | 1,028,687 | $1.03 億 | 1.4% | −31,780−3.0% | 減碼 | 歷史 |
| CERTCertara, Inc. | COM | 4,187,469 | $1.01 億 | 1.4% | +2850.0% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 503,803 | $9,936 萬 | 1.4% | −7,240−1.4% | 減碼 | 歷史 |
| ALRMAlarm.com Holdings, Inc. | COM | 1,864,429 | $9,374 萬 | 1.3% | −29,511−1.6% | 減碼 | 歷史 |
| GWREGuidewire Software, Inc. | COM | 1,090,587 | $8,948 萬 | 1.3% | +382,228+54.0% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 316,586 | $8,794 萬 | 1.2% | −4,468−1.4% | 減碼 | 歷史 |
| CGNXCognex Corp | COM | 1,760,002 | $8,721 萬 | 1.2% | −48,640−2.7% | 減碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 255,681 | $8,543 萬 | 1.2% | +4,975+2.0% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 176,312 | $8,332 萬 | 1.2% | −3,206−1.8% | 減碼 | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 440,695 | $8,287 萬 | 1.2% | −14,999−3.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 789,975 | $8,160 萬 | 1.1% | +70,648+9.8% | 加碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 439,115 | $8,070 萬 | 1.1% | +81,805+22.9% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 316,872 | $7,986 萬 | 1.1% | −4,996−1.6% | 減碼 | 歷史 |
| SQSPSquarespace, Inc. | CLASS A | 2,301,229 | $7,311 萬 | 1.0% | −21,670−0.9% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 363,395 | $7,260 萬 | 1.0% | −816−0.2% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 209,710 | $7,230 萬 | 1.0% | −2,978−1.4% | 減碼 | 歷史 |
| NATINational Instruments Corp | COM | 1,296,630 | $6,796 萬 | 1.0% | −653,575−33.5% | 減碼 | 歷史 |
| PGNYProgyny, Inc. | COM | 2,028,971 | $6,517 萬 | 0.9% | +620,773+44.1% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 616,461 | $6,419 萬 | 0.9% | −8,667−1.4% | 減碼 | 歷史 |
| WSCWillScot Holdings Corp | COM CL A | 1,355,681 | $6,355 萬 | 0.9% | −55,623−3.9% | 減碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 124,967 | $6,249 萬 | 0.9% | −1,637−1.3% | 減碼 | 歷史 |
| PRVAPrivia Health Group, Inc. | COM | 2,259,240 | $6,238 萬 | 0.9% | +325,767+16.8% | 加碼 | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 298,994 | $6,034 萬 | 0.8% | −1,814−0.6% | 減碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 812,714 | $6,030 萬 | 0.8% | −12,707−1.5% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 128,600 | $5,976 萬 | 0.8% | −1,444−1.1% | 減碼 | 歷史 |
| DSGXDescartes Systems Group Inc | COM | 741,158 | $5,974 萬 | 0.8% | −24,357−3.2% | 減碼 | 歷史 |
| KNSLKinsale Capital Group, Inc. | Stock | 198,384 | $5,955 萬 | 0.8% | +70,121+54.7% | 加碼 | 歷史 |
| POWIPower Integrations Inc | COM | 684,108 | $5,790 萬 | 0.8% | −27,631−3.9% | 減碼 | 歷史 |
| FIVNFive9, Inc. | COM | 775,364 | $5,605 萬 | 0.8% | +166,534+27.4% | 加碼 | 歷史 |
| CHEChemed Corp | COM | 103,336 | $5,557 萬 | 0.8% | +1,521+1.5% | 加碼 | 歷史 |
| FRPTFreshpet, Inc. | Stock | 817,316 | $5,410 萬 | 0.8% | −16,694−2.0% | 減碼 | 歷史 |
| AMNAmn Healthcare Services Inc | COM | 644,042 | $5,343 萬 | 0.7% | −21,867−3.3% | 減碼 | 歷史 |
| NEOGNeogen Corp | COM | 2,682,493 | $4,968 萬 | 0.7% | −16,452−0.6% | 減碼 | 歷史 |
| KAIKadant Inc | COM | 236,996 | $4,942 萬 | 0.7% | −9,533−3.9% | 減碼 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 599,753 | $4,661 萬 | 0.7% | −8,852−1.5% | 減碼 | 歷史 |
| KIDSOrthopediatrics Corp | COM | 1,042,453 | $4,617 萬 | 0.6% | −17,785−1.7% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 202,938 | $4,575 萬 | 0.6% | −3,434−1.7% | 減碼 | 歷史 |
| MODNModel N, Inc. | COM | 1,364,212 | $4,566 萬 | 0.6% | −51,799−3.7% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 431,961 | $4,481 萬 | 0.6% | −10,816−2.4% | 減碼 | 歷史 |
| DVDoubleVerify Holdings, Inc. | COM | 1,415,439 | $4,268 萬 | 0.6% | +1,415,439 | 新進 | 歷史 |
| WSOWatsco Inc | COM | 131,586 | $4,187 萬 | 0.6% | −2,301−1.7% | 減碼 | 歷史 |
| GDYNGrid Dynamics Holdings, Inc. | CL A | 3,558,628 | $4,078 萬 | 0.6% | −9,373−0.3% | 減碼 | 歷史 |
| USPHU S Physical Therapy Inc | COM | 408,904 | $4,004 萬 | 0.6% | +6,682+1.7% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 231,253 | $3,828 萬 | 0.5% | −1,867−0.8% | 減碼 | 歷史 |
| GTMZoomInfo Technologies Inc. | Stock | 1,540,219 | $3,806 萬 | 0.5% | +13,880+0.9% | 加碼 | 歷史 |
| KRNTKornit Digital Ltd. | SHS | 1,845,509 | $3,573 萬 | 0.5% | −18,637−1.0% | 減碼 | 歷史 |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 3,886,394 | $3,486 萬 | 0.5% | −137,942−3.4% | 減碼 | 歷史 |
| PYCRPaycor HCM, Inc. | COM | 1,313,833 | $3,484 萬 | 0.5% | −46,533−3.4% | 減碼 | 歷史 |
| OLLIOllie's Bargain Outlet Holdings, Inc. | Stock | 568,864 | $3,296 萬 | 0.5% | −21,099−3.6% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 310,927 | $3,234 萬 | 0.5% | −5,813−1.8% | 減碼 | 歷史 |
| HSKAHeska Corp | COM RESTRC NEW | 307,794 | $3,005 萬 | 0.4% | −8,291−2.6% | 減碼 | 歷史 |
| PHRPhreesia, Inc. | COM | 916,784 | $2,960 萬 | 0.4% | −29,488−3.1% | 減碼 | 歷史 |
| PRAAPra Group Inc | COM | 755,669 | $2,944 萬 | 0.4% | −195,469−20.6% | 減碼 | 歷史 |
| DHDefinitive Healthcare Corp. | CLASS A COM | 2,820,848 | $2,914 萬 | 0.4% | −26,533−0.9% | 減碼 | 歷史 |
| GKOSGLAUKOS Corp | COM | 579,911 | $2,905 萬 | 0.4% | −18,885−3.2% | 減碼 | 歷史 |
| HCSGHealthcare Services Group Inc | COM | 2,069,443 | $2,870 萬 | 0.4% | −50,025−2.4% | 減碼 | 歷史 |
| PPLIPeople Inc | COM NEW | 531,993 | $2,745 萬 | 0.4% | +12,727+2.5% | 加碼 | 歷史 |
| IMXIInternational Money Express, Inc. | COM | 1,042,085 | $2,686 萬 | 0.4% | +1,042,085 | 新進 | 歷史 |
| ENTGEntegris Inc | COM | 313,614 | $2,572 萬 | 0.4% | +13,114+4.4% | 加碼 | 歷史 |
| JKHYJack Henry & Associates Inc | Stock | 169,768 | $2,559 萬 | 0.4% | −3,431−2.0% | 減碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 106,238 | $2,471 萬 | 0.3% | +963+0.9% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 69,968 | $2,417 萬 | 0.3% | −623−0.9% | 減碼 | 歷史 |
| GSHDGoosehead Insurance, Inc. | COM CL A | 400,764 | $2,092 萬 | 0.3% | −11,681−2.8% | 減碼 | 歷史 |
| EYENational Vision Holdings, Inc. | COM | 1,041,031 | $1,961 萬 | 0.3% | −49,219−4.5% | 減碼 | 歷史 |
| PNTGPennant Group, Inc. | COM | 1,337,900 | $1,911 萬 | 0.3% | −34,299−2.5% | 減碼 | 歷史 |
| Riverbridge Growth Fund - Inst46141P404 | COM | 716,156 | $1,848 萬 | 0.3% | +7,807+1.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 85,331 | $1,407 萬 | 0.2% | +17,843+26.4% | 加碼 | 歷史 |
| Vanguard Index FDS922908710 | COM | 15,422 | $584.6 萬 | 0.1% | +9+0.1% | 加碼 | – |
| LINLinde PLC | Stock | 15,868 | $564.0 萬 | 0.1% | −355−2.2% | 減碼 | 歷史 |
| EFXEquifax Inc | COM | 21,148 | $429.0 萬 | 0.1% | −467−2.2% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 21,531 | $392.5 萬 | 0.1% | −428−1.9% | 減碼 | 歷史 |
| DGDollar General Corp | COM | 18,306 | $385.3 萬 | 0.1% | −146−0.8% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 43,972 | $344.6 萬 | <0.1% | −999−2.2% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 21,656 | $322.0 萬 | <0.1% | −391−1.8% | 減碼 | 歷史 |
| SNASnap-on Inc | COM | 11,007 | $271.8 萬 | <0.1% | −246−2.2% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 9,016 | $264.6 萬 | <0.1% | −201−2.2% | 減碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 18,427 | $258.3 萬 | <0.1% | −53,831−74.5% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 16,389 | $254.0 萬 | <0.1% | −419−2.5% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 20,563 | $235.6 萬 | <0.1% | −457−2.2% | 減碼 | 歷史 |
2022 年第 4 季之後清倉（9 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PEGAPegasystems Inc | COM | 1,358,798 | $4,653 萬 | 0.7% | 歷史 |
| PROPROS Holdings, Inc. | COM | 837,842 | $2,033 萬 | 0.3% | 歷史 |
| AZPNAspen Technology, Inc. | COM | 85,307 | $1,752 萬 | 0.3% | 歷史 |
| Vanguard ST Inv Gr Fd922031406 | COM | 145,141 | $144.4 萬 | <0.1% | – |
| INTCIntel Corp | Stock | 35,924 | $94.9 萬 | <0.1% | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 2,586 | $51.9 萬 | <0.1% | – |
| Vanguard High Yield Tax Exempt Admiral Shares922907845 | Com | 43,269 | $44.4 萬 | <0.1% | – |
| HRLHormel Foods Corp | COM | 4,980 | $22.7 萬 | <0.1% | 歷史 |
| EVVEaton Vance Ltd Duration Income Fund | COM | 18,962 | $17.8 萬 | <0.1% | 歷史 |