Riverbridge Partners LLC
- SEC CIK
- 0001112325
- 最新申報
- 2026/7/13
2023 年第 3 季持倉
持倉截至 2023/9/30，2024/2/15 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 192
- 較 2023 年第 2 季 0
- 總值
- $73.3 億
- 較 2023 年第 2 季 −$6.05 億 (−7.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GLOBGlobant S.A. | COM | 1,470,808 | $2.91 億 | 4.0% | −27,890−1.9% | 減碼 | 歷史 |
| RBARB Global Inc. | COM | 3,826,567 | $2.39 億 | 3.3% | −239,681−5.9% | 減碼 | 歷史 |
| FIVEFive Below, Inc | COM | 1,462,763 | $2.35 億 | 3.2% | +69,726+5.0% | 加碼 | 歷史 |
| LOPEGrand Canyon Education, Inc. | COM | 1,874,545 | $2.19 億 | 3.0% | −35,099−1.8% | 減碼 | 歷史 |
| WKWorkiva Inc | COM CL A | 2,051,585 | $2.08 億 | 2.8% | −43,194−2.1% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 642,006 | $2.03 億 | 2.8% | −27,179−4.1% | 減碼 | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 524,019 | $1.97 億 | 2.7% | −39,484−7.0% | 減碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 2,512,806 | $1.93 億 | 2.6% | −54,549−2.1% | 減碼 | 歷史 |
| HEIHeico Corp | COM | 1,170,165 | $1.89 億 | 2.6% | −28,004−2.3% | 減碼 | 歷史 |
| FASTFastenal Co | Stock | 3,214,046 | $1.76 億 | 2.4% | −125,928−3.8% | 減碼 | 歷史 |
| TYLTyler Technologies Inc | COM | 430,570 | $1.66 億 | 2.3% | −8,288−1.9% | 減碼 | 歷史 |
| PCTYPaylocity Holding Corp | COM | 904,771 | $1.64 億 | 2.2% | −16,436−1.8% | 減碼 | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 640,907 | $1.55 億 | 2.1% | −10,799−1.7% | 減碼 | 歷史 |
| SPSCSPS Commerce Inc | COM | 883,152 | $1.51 億 | 2.1% | −19,361−2.1% | 減碼 | 歷史 |
| ANSSAnsys Inc | COM | 502,687 | $1.50 億 | 2.0% | −13,308−2.6% | 減碼 | 歷史 |
| FNDFloor & Decor Holdings, Inc. | CL A | 1,630,588 | $1.48 億 | 2.0% | +111,944+7.4% | 加碼 | 歷史 |
| ENSGEnsign Group, Inc | COM | 1,404,787 | $1.31 億 | 1.8% | −26,396−1.8% | 減碼 | 歷史 |
| ROLRollins Inc | COM | 3,446,273 | $1.29 億 | 1.8% | −67,525−1.9% | 減碼 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 481,217 | $1.25 億 | 1.7% | +60,984+14.5% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 281,334 | $1.22 億 | 1.7% | −8,110−2.8% | 減碼 | 歷史 |
| ALRMAlarm.com Holdings, Inc. | COM | 1,932,425 | $1.18 億 | 1.6% | −43,809−2.2% | 減碼 | 歷史 |
| BLBlackline, Inc. | COM | 2,064,056 | $1.14 億 | 1.6% | −42,990−2.0% | 減碼 | 歷史 |
| KNSLKinsale Capital Group, Inc. | Stock | 250,852 | $1.04 億 | 1.4% | −4,473−1.8% | 減碼 | 歷史 |
| GWREGuidewire Software, Inc. | COM | 1,135,777 | $1.02 億 | 1.4% | −22,980−2.0% | 減碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 425,530 | $1.01 億 | 1.4% | −138,777−24.6% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 778,849 | $9,901 萬 | 1.4% | +8,896+1.2% | 加碼 | 歷史 |
| PRVAPrivia Health Group, Inc. | COM | 4,247,030 | $9,768 萬 | 1.3% | −97,012−2.2% | 減碼 | 歷史 |
| EXPOExponent Inc | COM | 1,042,815 | $8,926 萬 | 1.2% | −19,864−1.9% | 減碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 427,930 | $8,706 萬 | 1.2% | −7,365−1.7% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 168,213 | $8,481 萬 | 1.2% | −3,001−1.8% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 479,520 | $8,396 萬 | 1.1% | −10,579−2.2% | 減碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 260,390 | $7,950 萬 | 1.1% | −4,978−1.9% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 307,723 | $7,635 萬 | 1.0% | −5,704−1.8% | 減碼 | 歷史 |
| CGNXCognex Corp | COM | 1,781,132 | $7,559 萬 | 1.0% | −41,060−2.3% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 200,102 | $7,312 萬 | 1.0% | −4,116−2.0% | 減碼 | 歷史 |
| RGENRepligen Corp | COM | 459,761 | $7,311 萬 | 1.0% | +244,965+114.0% | 加碼 | 歷史 |
| FRPTFreshpet, Inc. | Stock | 1,105,779 | $7,285 萬 | 1.0% | −20,121−1.8% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 347,191 | $7,040 萬 | 1.0% | −6,256−1.8% | 減碼 | 歷史 |
| PGNYProgyny, Inc. | COM | 2,062,144 | $7,015 萬 | 1.0% | −49,546−2.3% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 123,298 | $6,892 萬 | 0.9% | −2,006−1.6% | 減碼 | 歷史 |
| SQSPSquarespace, Inc. | CLASS A | 2,333,360 | $6,760 萬 | 0.9% | −45,046−1.9% | 減碼 | 歷史 |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 4,890,864 | $6,529 萬 | 0.9% | −107,156−2.1% | 減碼 | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 315,058 | $6,175 萬 | 0.8% | −6,122−1.9% | 減碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 882,257 | $6,006 萬 | 0.8% | −20,523−2.3% | 減碼 | 歷史 |
| ACVAACV Auctions Inc. | COM CL A | 3,827,384 | $5,810 萬 | 0.8% | +1,379,858+56.4% | 加碼 | 歷史 |
| AMNAmn Healthcare Services Inc | COM | 648,171 | $5,521 萬 | 0.8% | −12,350−1.9% | 減碼 | 歷史 |
| WSOWatsco Inc | COM | 144,038 | $5,441 萬 | 0.7% | −2,994−2.0% | 減碼 | 歷史 |
| WSCWillScot Holdings Corp | COM CL A | 1,307,757 | $5,439 萬 | 0.7% | −22,783−1.7% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 588,342 | $5,370 萬 | 0.7% | −12,177−2.0% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 408,231 | $5,342 萬 | 0.7% | −8,530−2.0% | 減碼 | 歷史 |
| DSGXDescartes Systems Group Inc | COM | 723,852 | $5,312 萬 | 0.7% | −16,604−2.2% | 減碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 119,611 | $5,230 萬 | 0.7% | −2,112−1.7% | 減碼 | 歷史 |
| CHEChemed Corp | COM | 99,545 | $5,173 萬 | 0.7% | −1,725−1.7% | 減碼 | 歷史 |
| KAIKadant Inc | COM | 228,335 | $5,150 萬 | 0.7% | −3,989−1.7% | 減碼 | 歷史 |
| FIVNFive9, Inc. | COM | 798,604 | $5,135 萬 | 0.7% | −22,831−2.8% | 減碼 | 歷史 |
| POWIPower Integrations Inc | COM | 658,873 | $5,028 萬 | 0.7% | −11,687−1.7% | 減碼 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 650,952 | $4,848 萬 | 0.7% | −13,901−2.1% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 201,838 | $4,642 萬 | 0.6% | −3,607−1.8% | 減碼 | 歷史 |
| GDYNGrid Dynamics Holdings, Inc. | CL A | 3,651,248 | $4,447 萬 | 0.6% | −33,439−0.9% | 減碼 | 歷史 |
| CERTCertara, Inc. | COM | 2,906,160 | $4,226 萬 | 0.6% | −70,121−2.4% | 減碼 | 歷史 |
| GKOSGLAUKOS Corp | COM | 558,487 | $4,203 萬 | 0.6% | −9,877−1.7% | 減碼 | 歷史 |
| NEOGNeogen Corp | COM | 2,232,338 | $4,139 萬 | 0.6% | −45,307−2.0% | 減碼 | 歷史 |
| OPCHOption Care Health, Inc. | COM NEW | 1,214,010 | $3,927 萬 | 0.5% | +1,214,010 | 新進 | 歷史 |
| GOOGAlphabet Inc. | Stock | 297,139 | $3,918 萬 | 0.5% | −4,780−1.6% | 減碼 | 歷史 |
| DVDoubleVerify Holdings, Inc. | COM | 1,378,288 | $3,852 萬 | 0.5% | −33,869−2.4% | 減碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 479,962 | $3,751 萬 | 0.5% | +476,585+14,112.7% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 213,383 | $3,615 萬 | 0.5% | −3,758−1.7% | 減碼 | 歷史 |
| USPHU S Physical Therapy Inc | COM | 393,368 | $3,608 萬 | 0.5% | −7,052−1.8% | 減碼 | 歷史 |
| KRNTKornit Digital Ltd. | SHS | 1,870,514 | $3,537 萬 | 0.5% | −45,447−2.4% | 減碼 | 歷史 |
| KIDSOrthopediatrics Corp | COM | 1,057,338 | $3,383 萬 | 0.5% | −31,591−2.9% | 減碼 | 歷史 |
| PWSCPowerschool Holdings, Inc. | COM CL A | 1,475,928 | $3,344 萬 | 0.5% | +1,475,928 | 新進 | 歷史 |
| MODNModel N, Inc. | COM | 1,317,191 | $3,215 萬 | 0.4% | −39,906−2.9% | 減碼 | 歷史 |
| ENTGEntegris Inc | COM | 341,412 | $3,206 萬 | 0.4% | −8,070−2.3% | 減碼 | 歷史 |
| TOSTToast, Inc. | Stock | 1,617,744 | $3,030 萬 | 0.4% | +1,617,744 | 新進 | 歷史 |
| PYCRPaycor HCM, Inc. | COM | 1,278,513 | $2,919 萬 | 0.4% | −28,722−2.2% | 減碼 | 歷史 |
| GSHDGoosehead Insurance, Inc. | COM CL A | 385,775 | $2,875 萬 | 0.4% | −6,700−1.7% | 減碼 | 歷史 |
| JKHYJack Henry & Associates Inc | Stock | 182,777 | $2,762 萬 | 0.4% | −4,134−2.2% | 減碼 | 歷史 |
| PPLIPeople Inc | COM NEW | 543,414 | $2,738 萬 | 0.4% | −11,517−2.1% | 減碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 93,889 | $2,556 萬 | 0.3% | −816−0.9% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 66,845 | $2,524 萬 | 0.3% | −1,207−1.8% | 減碼 | 歷史 |
| GTMZoomInfo Technologies Inc. | Stock | 1,503,793 | $2,466 萬 | 0.3% | −114,625−7.1% | 減碼 | 歷史 |
| DHDefinitive Healthcare Corp. | CLASS A COM | 2,817,017 | $2,251 萬 | 0.3% | −79,874−2.8% | 減碼 | 歷史 |
| STVNStevanato Group S.p.A. | ORD SHS | 726,262 | $2,158 萬 | 0.3% | +726,262 | 新進 | 歷史 |
| Riverbridge Growth Fund - Inst46141P404 | COM | 732,504 | $1,968 萬 | 0.3% | −5,220−0.7% | 減碼 | – |
| IMXIInternational Money Express, Inc. | COM | 996,077 | $1,686 萬 | 0.2% | −26,535−2.6% | 減碼 | 歷史 |
| PHRPhreesia, Inc. | COM | 871,696 | $1,628 萬 | 0.2% | −26,684−3.0% | 減碼 | 歷史 |
| PNTGPennant Group, Inc. | COM | 1,293,175 | $1,439 萬 | 0.2% | −16,057−1.2% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 83,089 | $1,423 萬 | 0.2% | −315−0.4% | 減碼 | 歷史 |
| Vanguard Index FDS922908710 | COM | 15,442 | $610.9 萬 | 0.1% | +8+0.1% | 加碼 | – |
| LINLinde PLC | Stock | 14,725 | $548.3 萬 | 0.1% | −386−2.6% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 40,857 | $363.1 萬 | <0.1% | −826−2.0% | 減碼 | 歷史 |
| EFXEquifax Inc | COM | 19,581 | $358.7 萬 | <0.1% | −595−2.9% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 20,098 | $340.5 萬 | <0.1% | −478−2.3% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 20,317 | $296.3 萬 | <0.1% | −411−2.0% | 減碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 18,466 | $264.7 萬 | <0.1% | +7,928+75.2% | 加碼 | – |
| SNASnap-on Inc | COM | 10,179 | $259.6 萬 | <0.1% | −283−2.7% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 15,487 | $241.2 萬 | <0.1% | −324−2.0% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 8,222 | $235.0 萬 | <0.1% | −346−4.0% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 19,127 | $220.6 萬 | <0.1% | −516−2.6% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 13,547 | $216.7 萬 | <0.1% | −376−2.7% | 減碼 | 歷史 |
2023 年第 2 季之後清倉（9 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 2 季股數 | 2023 年第 2 季市值 | 2023 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| OLLIOllie's Bargain Outlet Holdings, Inc. | Stock | 557,888 | $3,232 萬 | 0.4% | 歷史 |
| HCSGHealthcare Services Group Inc | COM | 1,893,706 | $2,827 萬 | 0.4% | 歷史 |
| EYENational Vision Holdings, Inc. | COM | 1,026,887 | $2,494 萬 | 0.3% | 歷史 |
| DSUBlackRock Debt Strategies Fund, Inc. | COM NEW | 59,052 | $57.8 萬 | <0.1% | 歷史 |
| NSLNuveen Senior Income Fund | COM | 108,228 | $49.6 萬 | <0.1% | 歷史 |
| WEAWestern Asset Premier Bond Fund | SHS BEN INT | 24,192 | $24.7 萬 | <0.1% | 歷史 |
| TGTTarget Corp | Stock | 1,633 | $21.5 萬 | <0.1% | 歷史 |
| HRLHormel Foods Corp | COM | 4,980 | $20.0 萬 | <0.1% | 歷史 |
| Vsblty Groupe Technologies91834N100 | COM | 60,000 | $4,620 | <0.1% | – |