Riverbridge Partners LLC
- SEC CIK
- 0001112325
- 最新申報
- 2026/7/13
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/25 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 192
- 較 2023 年第 1 季 +3
- 總值
- $79.3 億
- 較 2023 年第 1 季 +$7.99 億 (+11.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| FIVEFive Below, Inc | COM | 1,393,037 | $2.74 億 | 3.5% | +23,061+1.7% | 加碼 | 歷史 |
| GLOBGlobant S.A. | COM | 1,498,698 | $2.69 億 | 3.4% | +151,737+11.3% | 加碼 | 歷史 |
| RBARB Global Inc. | COM | 4,066,248 | $2.44 億 | 3.1% | +81,036+2.0% | 加碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 2,567,355 | $2.28 億 | 2.9% | +81,068+3.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 669,185 | $2.28 億 | 2.9% | −18,896−2.7% | 減碼 | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 563,503 | $2.16 億 | 2.7% | +22,613+4.2% | 加碼 | 歷史 |
| WKWorkiva Inc | COM CL A | 2,094,779 | $2.13 億 | 2.7% | +83,805+4.2% | 加碼 | 歷史 |
| HEIHeico Corp | COM | 1,198,169 | $2.12 億 | 2.7% | +44,873+3.9% | 加碼 | 歷史 |
| LOPEGrand Canyon Education, Inc. | COM | 1,909,644 | $1.97 億 | 2.5% | +38,452+2.1% | 加碼 | 歷史 |
| FASTFastenal Co | Stock | 3,339,974 | $1.97 億 | 2.5% | +124,312+3.9% | 加碼 | 歷史 |
| TYLTyler Technologies Inc | COM | 438,858 | $1.83 億 | 2.3% | +26,460+6.4% | 加碼 | 歷史 |
| SPSCSPS Commerce Inc | COM | 902,513 | $1.73 億 | 2.2% | −15,685−1.7% | 減碼 | 歷史 |
| ANSSAnsys Inc | COM | 515,995 | $1.70 億 | 2.1% | +37,566+7.9% | 加碼 | 歷史 |
| PCTYPaylocity Holding Corp | COM | 921,207 | $1.70 億 | 2.1% | +257,084+38.7% | 加碼 | 歷史 |
| FNDFloor & Decor Holdings, Inc. | CL A | 1,518,644 | $1.58 億 | 2.0% | +301,033+24.7% | 加碼 | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 651,706 | $1.57 億 | 2.0% | +211,011+47.9% | 加碼 | 歷史 |
| ROLRollins Inc | COM | 3,513,798 | $1.50 億 | 1.9% | +113,949+3.4% | 加碼 | 歷史 |
| AMEDAmedisys Inc | COM | 1,559,572 | $1.43 億 | 1.8% | +34,261+2.2% | 加碼 | 歷史 |
| ENSGEnsign Group, Inc | COM | 1,431,183 | $1.37 億 | 1.7% | +26,584+1.9% | 加碼 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 420,233 | $1.35 億 | 1.7% | +21,565+5.4% | 加碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 564,307 | $1.28 億 | 1.6% | −97,836−14.8% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 289,444 | $1.22 億 | 1.5% | −27,142−8.6% | 減碼 | 歷史 |
| PRVAPrivia Health Group, Inc. | COM | 4,344,042 | $1.13 億 | 1.4% | +2,084,802+92.3% | 加碼 | 歷史 |
| BLBlackline, Inc. | COM | 2,107,046 | $1.13 億 | 1.4% | +58,688+2.9% | 加碼 | 歷史 |
| ALRMAlarm.com Holdings, Inc. | COM | 1,976,234 | $1.02 億 | 1.3% | +111,805+6.0% | 加碼 | 歷史 |
| CGNXCognex Corp | COM | 1,822,192 | $1.02 億 | 1.3% | +62,190+3.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 769,953 | $1.00 億 | 1.3% | −20,022−2.5% | 減碼 | 歷史 |
| EXPOExponent Inc | COM | 1,062,679 | $9,917 萬 | 1.3% | +33,992+3.3% | 加碼 | 歷史 |
| KNSLKinsale Capital Group, Inc. | Stock | 255,325 | $9,554 萬 | 1.2% | +56,941+28.7% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 490,099 | $9,548 萬 | 1.2% | −13,704−2.7% | 減碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 265,368 | $9,384 萬 | 1.2% | +9,687+3.8% | 加碼 | 歷史 |
| GWREGuidewire Software, Inc. | COM | 1,158,757 | $8,816 萬 | 1.1% | +68,170+6.3% | 加碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 435,295 | $8,607 萬 | 1.1% | −3,820−0.9% | 減碼 | 歷史 |
| PGNYProgyny, Inc. | COM | 2,111,690 | $8,307 萬 | 1.0% | +82,719+4.1% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 171,214 | $8,229 萬 | 1.0% | −5,098−2.9% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 204,218 | $8,187 萬 | 1.0% | −5,492−2.6% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 313,427 | $7,522 萬 | 0.9% | −3,445−1.1% | 減碼 | 歷史 |
| SQSPSquarespace, Inc. | CLASS A | 2,378,406 | $7,501 萬 | 0.9% | +77,177+3.4% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 353,447 | $7,467 萬 | 0.9% | −9,948−2.7% | 減碼 | 歷史 |
| FRPTFreshpet, Inc. | Stock | 1,125,900 | $7,410 萬 | 0.9% | +308,584+37.8% | 加碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 902,780 | $7,369 萬 | 0.9% | +90,066+11.1% | 加碼 | 歷史 |
| AMNAmn Healthcare Services Inc | COM | 660,521 | $7,208 萬 | 0.9% | +16,479+2.6% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 125,304 | $7,042 萬 | 0.9% | −3,296−2.6% | 減碼 | 歷史 |
| FIVNFive9, Inc. | COM | 821,435 | $6,773 萬 | 0.9% | +46,071+5.9% | 加碼 | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 321,180 | $6,753 萬 | 0.9% | +22,186+7.4% | 加碼 | 歷史 |
| WSCWillScot Holdings Corp | COM CL A | 1,330,540 | $6,359 萬 | 0.8% | −25,141−1.9% | 減碼 | 歷史 |
| POWIPower Integrations Inc | COM | 670,560 | $6,348 萬 | 0.8% | −13,548−2.0% | 減碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 121,723 | $6,113 萬 | 0.8% | −3,244−2.6% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 600,519 | $5,949 萬 | 0.7% | −15,942−2.6% | 減碼 | 歷史 |
| DSGXDescartes Systems Group Inc | COM | 740,456 | $5,932 萬 | 0.7% | −702−0.1% | 減碼 | 歷史 |
| KRNTKornit Digital Ltd. | SHS | 1,915,961 | $5,627 萬 | 0.7% | +70,452+3.8% | 加碼 | 歷史 |
| WSOWatsco Inc | COM | 147,032 | $5,609 萬 | 0.7% | +15,446+11.7% | 加碼 | 歷史 |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 4,998,020 | $5,603 萬 | 0.7% | +1,111,626+28.6% | 加碼 | 歷史 |
| DVDoubleVerify Holdings, Inc. | COM | 1,412,157 | $5,496 萬 | 0.7% | −3,282−0.2% | 減碼 | 歷史 |
| CHEChemed Corp | COM | 101,270 | $5,485 萬 | 0.7% | −2,066−2.0% | 減碼 | 歷史 |
| CERTCertara, Inc. | COM | 2,976,281 | $5,420 萬 | 0.7% | −1,211,188−28.9% | 減碼 | 歷史 |
| KAIKadant Inc | COM | 232,324 | $5,160 萬 | 0.7% | −4,672−2.0% | 減碼 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 664,853 | $4,995 萬 | 0.6% | +65,100+10.9% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 416,761 | $4,989 萬 | 0.6% | −15,200−3.5% | 減碼 | 歷史 |
| NEOGNeogen Corp | COM | 2,277,645 | $4,954 萬 | 0.6% | −404,848−15.1% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 205,445 | $4,879 萬 | 0.6% | +2,507+1.2% | 加碼 | 歷史 |
| USPHU S Physical Therapy Inc | COM | 400,420 | $4,861 萬 | 0.6% | −8,484−2.1% | 減碼 | 歷史 |
| MODNModel N, Inc. | COM | 1,357,097 | $4,799 萬 | 0.6% | −7,115−0.5% | 減碼 | 歷史 |
| KIDSOrthopediatrics Corp | COM | 1,088,929 | $4,775 萬 | 0.6% | +46,476+4.5% | 加碼 | 歷史 |
| ACVAACV Auctions Inc. | COM CL A | 2,447,526 | $4,227 萬 | 0.5% | +2,447,526 | 新進 | 歷史 |
| GTMZoomInfo Technologies Inc. | Stock | 1,618,418 | $4,109 萬 | 0.5% | +78,199+5.1% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 217,141 | $4,054 萬 | 0.5% | −14,112−6.1% | 減碼 | 歷史 |
| GKOSGLAUKOS Corp | COM | 568,364 | $4,047 萬 | 0.5% | −11,547−2.0% | 減碼 | 歷史 |
| ENTGEntegris Inc | COM | 349,482 | $3,873 萬 | 0.5% | +35,868+11.4% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 301,919 | $3,652 萬 | 0.5% | −9,008−2.9% | 減碼 | 歷史 |
| PPLIPeople Inc | COM NEW | 554,931 | $3,485 萬 | 0.4% | +22,938+4.3% | 加碼 | 歷史 |
| GDYNGrid Dynamics Holdings, Inc. | CL A | 3,684,687 | $3,408 萬 | 0.4% | +126,059+3.5% | 加碼 | 歷史 |
| OLLIOllie's Bargain Outlet Holdings, Inc. | Stock | 557,888 | $3,232 萬 | 0.4% | −10,976−1.9% | 減碼 | 歷史 |
| DHDefinitive Healthcare Corp. | CLASS A COM | 2,896,891 | $3,187 萬 | 0.4% | +76,043+2.7% | 加碼 | 歷史 |
| JKHYJack Henry & Associates Inc | Stock | 186,911 | $3,128 萬 | 0.4% | +17,143+10.1% | 加碼 | 歷史 |
| PYCRPaycor HCM, Inc. | COM | 1,307,235 | $3,094 萬 | 0.4% | −6,598−0.5% | 減碼 | 歷史 |
| RGENRepligen Corp | COM | 214,796 | $3,039 萬 | 0.4% | +214,796 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 68,052 | $2,998 萬 | 0.4% | −1,916−2.7% | 減碼 | 歷史 |
| HCSGHealthcare Services Group Inc | COM | 1,893,706 | $2,827 萬 | 0.4% | −175,737−8.5% | 減碼 | 歷史 |
| PHRPhreesia, Inc. | COM | 898,380 | $2,786 萬 | 0.4% | −18,404−2.0% | 減碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 94,705 | $2,778 萬 | 0.4% | +94,705 | 新進 | 歷史 |
| IMXIInternational Money Express, Inc. | COM | 1,022,612 | $2,508 萬 | 0.3% | −19,473−1.9% | 減碼 | 歷史 |
| EYENational Vision Holdings, Inc. | COM | 1,026,887 | $2,494 萬 | 0.3% | −14,144−1.4% | 減碼 | 歷史 |
| GSHDGoosehead Insurance, Inc. | COM CL A | 392,475 | $2,468 萬 | 0.3% | −8,289−2.1% | 減碼 | 歷史 |
| Riverbridge Growth Fund - Inst46141P404 | COM | 737,724 | $2,080 萬 | 0.3% | +21,568+3.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 83,404 | $1,618 萬 | 0.2% | −1,927−2.3% | 減碼 | 歷史 |
| PNTGPennant Group, Inc. | COM | 1,309,232 | $1,608 萬 | 0.2% | −28,668−2.1% | 減碼 | 歷史 |
| Vanguard Index FDS922908710 | COM | 15,434 | $633.6 萬 | 0.1% | +12+0.1% | 加碼 | – |
| LINLinde PLC | Stock | 15,111 | $575.9 萬 | 0.1% | −757−4.8% | 減碼 | 歷史 |
| EFXEquifax Inc | COM | 20,176 | $474.7 萬 | 0.1% | −972−4.6% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 20,576 | $381.1 萬 | <0.1% | −955−4.4% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 41,683 | $353.4 萬 | <0.1% | −2,289−5.2% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 20,728 | $314.5 萬 | <0.1% | −928−4.3% | 減碼 | 歷史 |
| SNASnap-on Inc | COM | 10,462 | $301.5 萬 | <0.1% | −545−5.0% | 減碼 | 歷史 |
| DGDollar General Corp | COM | 17,652 | $299.7 萬 | <0.1% | −654−3.6% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 8,568 | $282.3 萬 | <0.1% | −448−5.0% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 15,811 | $261.7 萬 | <0.1% | −578−3.5% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 19,643 | $219.7 萬 | <0.1% | −920−4.5% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 13,923 | $218.8 萬 | <0.1% | −708−4.8% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 6,590 | $172.5 萬 | <0.1% | +50+0.8% | 加碼 | 歷史 |
2023 年第 1 季之後清倉（8 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HSKAHeska Corp | COM RESTRC NEW | 307,794 | $3,005 萬 | 0.4% | 歷史 |
| PRAAPra Group Inc | COM | 755,669 | $2,944 萬 | 0.4% | 歷史 |
| OSHOak Street Health, Inc. | COM | 26,704 | $103.3 萬 | <0.1% | 歷史 |
| JPMorgan Tr II Large Cap GR A4812C0506 | COM | 10,763 | $51.2 萬 | <0.1% | – |
| DLXDeluxe Corp | COM | 16,499 | $26.4 萬 | <0.1% | 歷史 |
| PDIPIMCO Dynamic Income Fund | SHS | 12,983 | $23.4 萬 | <0.1% | 歷史 |
| XELXcel Energy Inc | Stock | 3,200 | $21.6 萬 | <0.1% | 歷史 |
| NEUENeueHealth, Inc. | COM | 47,000 | $1.04 萬 | <0.1% | 歷史 |