Riverbridge Partners LLC
- SEC CIK
- 0001112325
- 最新申報
- 2026/7/13
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/15 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 202
- 較 2023 年第 3 季 +10
- 總值
- $80.0 億
- 較 2023 年第 3 季 +$6.77 億 (+9.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GLOBGlobant S.A. | COM | 1,388,491 | $3.30 億 | 4.1% | −82,317−5.6% | 減碼 | 歷史 |
| FIVEFive Below, Inc | COM | 1,395,634 | $2.97 億 | 3.7% | −67,129−4.6% | 減碼 | 歷史 |
| LOPEGrand Canyon Education, Inc. | COM | 1,845,731 | $2.44 億 | 3.0% | −28,814−1.5% | 減碼 | 歷史 |
| RBARB Global Inc. | COM | 3,573,277 | $2.39 億 | 3.0% | −253,290−6.6% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 625,753 | $2.35 億 | 2.9% | −16,253−2.5% | 減碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 2,466,897 | $2.16 億 | 2.7% | −45,909−1.8% | 減碼 | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 683,943 | $2.10 億 | 2.6% | +43,036+6.7% | 加碼 | 歷史 |
| HEIHeico Corp | COM | 1,145,574 | $2.05 億 | 2.6% | −24,591−2.1% | 減碼 | 歷史 |
| WKWorkiva Inc | COM CL A | 2,005,276 | $2.04 億 | 2.5% | −46,309−2.3% | 減碼 | 歷史 |
| FASTFastenal Co | Stock | 2,943,989 | $1.91 億 | 2.4% | −270,057−8.4% | 減碼 | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 516,023 | $1.82 億 | 2.3% | −7,996−1.5% | 減碼 | 歷史 |
| FNDFloor & Decor Holdings, Inc. | CL A | 1,608,656 | $1.79 億 | 2.2% | −21,932−1.3% | 減碼 | 歷史 |
| ANSSAnsys Inc | COM | 486,002 | $1.76 億 | 2.2% | −16,685−3.3% | 減碼 | 歷史 |
| TYLTyler Technologies Inc | COM | 417,836 | $1.75 億 | 2.2% | −12,734−3.0% | 減碼 | 歷史 |
| SPSCSPS Commerce Inc | COM | 850,767 | $1.65 億 | 2.1% | −32,385−3.7% | 減碼 | 歷史 |
| ENSGEnsign Group, Inc | COM | 1,385,348 | $1.55 億 | 1.9% | −19,439−1.4% | 減碼 | 歷史 |
| PCTYPaylocity Holding Corp | COM | 881,434 | $1.45 億 | 1.8% | −23,337−2.6% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 273,754 | $1.36 億 | 1.7% | −7,580−2.7% | 減碼 | 歷史 |
| ROLRollins Inc | COM | 3,101,985 | $1.35 億 | 1.7% | −344,288−10.0% | 減碼 | 歷史 |
| BLBlackline, Inc. | COM | 2,010,762 | $1.26 億 | 1.6% | −53,294−2.6% | 減碼 | 歷史 |
| GWREGuidewire Software, Inc. | COM | 1,108,009 | $1.21 億 | 1.5% | −27,768−2.4% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 763,311 | $1.16 億 | 1.4% | −15,538−2.0% | 減碼 | 歷史 |
| ALRMAlarm.com Holdings, Inc. | COM | 1,667,109 | $1.08 億 | 1.3% | −265,316−13.7% | 減碼 | 歷史 |
| PRVAPrivia Health Group, Inc. | COM | 4,595,358 | $1.06 億 | 1.3% | +348,328+8.2% | 加碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 409,308 | $9,777 萬 | 1.2% | −16,222−3.8% | 減碼 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 469,608 | $9,708 萬 | 1.2% | −11,609−2.4% | 減碼 | 歷史 |
| FRPTFreshpet, Inc. | Stock | 1,091,544 | $9,470 萬 | 1.2% | −14,235−1.3% | 減碼 | 歷史 |
| DVDoubleVerify Holdings, Inc. | COM | 2,561,388 | $9,421 萬 | 1.2% | +1,183,100+85.8% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 467,424 | $9,281 萬 | 1.2% | −12,096−2.5% | 減碼 | 歷史 |
| EXPOExponent Inc | COM | 1,027,646 | $9,047 萬 | 1.1% | −15,169−1.5% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 337,949 | $8,893 萬 | 1.1% | −9,242−2.7% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 163,754 | $8,621 萬 | 1.1% | −4,459−2.7% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 195,013 | $8,591 萬 | 1.1% | −5,089−2.5% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 120,232 | $8,494 萬 | 1.1% | −3,066−2.5% | 減碼 | 歷史 |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 7,378,442 | $8,404 萬 | 1.0% | +2,487,578+50.9% | 加碼 | 歷史 |
| KNSLKinsale Capital Group, Inc. | Stock | 248,523 | $8,323 萬 | 1.0% | −2,329−0.9% | 減碼 | 歷史 |
| RGENRepligen Corp | COM | 450,939 | $8,108 萬 | 1.0% | −8,822−1.9% | 減碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 416,714 | $8,023 萬 | 1.0% | −11,216−2.6% | 減碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 289,963 | $7,945 萬 | 1.0% | +29,573+11.4% | 加碼 | 歷史 |
| SQSPSquarespace, Inc. | CLASS A | 2,293,124 | $7,570 萬 | 0.9% | −40,236−1.7% | 減碼 | 歷史 |
| PGNYProgyny, Inc. | COM | 2,014,458 | $7,490 萬 | 0.9% | −47,686−2.3% | 減碼 | 歷史 |
| CGNXCognex Corp | COM | 1,720,647 | $7,182 萬 | 0.9% | −60,485−3.4% | 減碼 | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 300,690 | $7,108 萬 | 0.9% | −14,368−4.6% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 302,599 | $7,000 萬 | 0.9% | −5,124−1.7% | 減碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 867,199 | $6,691 萬 | 0.8% | −15,058−1.7% | 減碼 | 歷史 |
| OPCHOption Care Health, Inc. | COM NEW | 1,957,825 | $6,596 萬 | 0.8% | +743,815+61.3% | 加碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 116,365 | $6,459 萬 | 0.8% | −3,246−2.7% | 減碼 | 歷史 |
| KAIKadant Inc | COM | 225,583 | $6,323 萬 | 0.8% | −2,752−1.2% | 減碼 | 歷史 |
| FIVNFive9, Inc. | COM | 779,233 | $6,132 萬 | 0.8% | −19,371−2.4% | 減碼 | 歷史 |
| WSOWatsco Inc | COM | 142,836 | $6,120 萬 | 0.8% | −1,202−0.8% | 減碼 | 歷史 |
| DSGXDescartes Systems Group Inc | COM | 714,925 | $6,010 萬 | 0.8% | −8,927−1.2% | 減碼 | 歷史 |
| CHEChemed Corp | COM | 98,330 | $5,750 萬 | 0.7% | −1,215−1.2% | 減碼 | 歷史 |
| WSCWillScot Holdings Corp | COM CL A | 1,290,411 | $5,742 萬 | 0.7% | −17,346−1.3% | 減碼 | 歷史 |
| ACVAACV Auctions Inc. | COM CL A | 3,748,433 | $5,679 萬 | 0.7% | −78,951−2.1% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 397,564 | $5,554 萬 | 0.7% | −10,667−2.6% | 減碼 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 519,345 | $5,513 萬 | 0.7% | −131,607−20.2% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 573,497 | $5,506 萬 | 0.7% | −14,845−2.5% | 減碼 | 歷史 |
| POWIPower Integrations Inc | COM | 650,561 | $5,342 萬 | 0.7% | −8,312−1.3% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 195,306 | $5,085 萬 | 0.6% | −6,532−3.2% | 減碼 | 歷史 |
| CERTCertara, Inc. | COM | 2,816,378 | $4,954 萬 | 0.6% | −89,782−3.1% | 減碼 | 歷史 |
| AMNAmn Healthcare Services Inc | COM | 639,860 | $4,791 萬 | 0.6% | −8,311−1.3% | 減碼 | 歷史 |
| GDYNGrid Dynamics Holdings, Inc. | CL A | 3,573,514 | $4,763 萬 | 0.6% | −77,734−2.1% | 減碼 | 歷史 |
| NEOGNeogen Corp | COM | 2,182,981 | $4,390 萬 | 0.5% | −49,357−2.2% | 減碼 | 歷史 |
| GKOSGLAUKOS Corp | COM | 548,136 | $4,357 萬 | 0.5% | −10,351−1.9% | 減碼 | 歷史 |
| PYCRPaycor HCM, Inc. | COM | 1,911,191 | $4,126 萬 | 0.5% | +632,678+49.5% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 289,644 | $4,082 萬 | 0.5% | −7,495−2.5% | 減碼 | 歷史 |
| ENTGEntegris Inc | COM | 339,533 | $4,068 萬 | 0.5% | −1,879−0.6% | 減碼 | 歷史 |
| PWSCPowerschool Holdings, Inc. | COM CL A | 1,573,223 | $3,707 萬 | 0.5% | +97,295+6.6% | 加碼 | 歷史 |
| USPHU S Physical Therapy Inc | COM | 387,478 | $3,609 萬 | 0.5% | −5,890−1.5% | 減碼 | 歷史 |
| STVNStevanato Group S.p.A. | ORD SHS | 1,291,971 | $3,526 萬 | 0.4% | +565,709+77.9% | 加碼 | 歷史 |
| KRNTKornit Digital Ltd. | SHS | 1,799,364 | $3,448 萬 | 0.4% | −71,150−3.8% | 減碼 | 歷史 |
| MODNModel N, Inc. | COM | 1,268,146 | $3,415 萬 | 0.4% | −49,045−3.7% | 減碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 441,166 | $3,175 萬 | 0.4% | −38,796−8.1% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 64,927 | $3,161 萬 | 0.4% | −1,918−2.9% | 減碼 | 歷史 |
| JKHYJack Henry & Associates Inc | Stock | 179,530 | $2,934 萬 | 0.4% | −3,247−1.8% | 減碼 | 歷史 |
| GSHDGoosehead Insurance, Inc. | COM CL A | 380,741 | $2,886 萬 | 0.4% | −5,034−1.3% | 減碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 91,723 | $2,872 萬 | 0.4% | −2,166−2.3% | 減碼 | 歷史 |
| TOSTToast, Inc. | Stock | 1,556,814 | $2,843 萬 | 0.4% | −60,930−3.8% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 132,573 | $2,630 萬 | 0.3% | −80,810−37.9% | 減碼 | 歷史 |
| GTMZoomInfo Technologies Inc. | Stock | 1,411,014 | $2,609 萬 | 0.3% | −92,779−6.2% | 減碼 | 歷史 |
| IMXIInternational Money Express, Inc. | COM | 974,233 | $2,152 萬 | 0.3% | −21,844−2.2% | 減碼 | 歷史 |
| Riverbridge Growth Fund - Inst46141P404 | COM | 706,624 | $2,123 萬 | 0.3% | −25,880−3.5% | 減碼 | – |
| PHRPhreesia, Inc. | COM | 844,602 | $1,955 萬 | 0.2% | −27,094−3.1% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 93,677 | $1,880 萬 | 0.2% | +85,151+998.7% | 加碼 | – |
| PNTGPennant Group, Inc. | COM | 1,258,740 | $1,752 萬 | 0.2% | −34,435−2.7% | 減碼 | 歷史 |
| DHDefinitive Healthcare Corp. | CLASS A COM | 1,762,573 | $1,752 萬 | 0.2% | −1,054,444−37.4% | 減碼 | 歷史 |
| KIDSOrthopediatrics Corp | COM | 505,503 | $1,643 萬 | 0.2% | −551,835−52.2% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 81,138 | $1,562 萬 | 0.2% | −1,951−2.3% | 減碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 48,591 | $798.9 萬 | 0.1% | +30,125+163.1% | 加碼 | – |
| VLTOVeralto Corp | Stock | 92,789 | $763.3 萬 | 0.1% | +92,789 | 新進 | 歷史 |
| Vanguard Index FDS922908710 | COM | 15,230 | $670.1 萬 | 0.1% | −212−1.4% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 13,957 | $666.6 萬 | 0.1% | +11,361+437.6% | 加碼 | – |
| LINLinde PLC | Stock | 14,584 | $599.0 萬 | 0.1% | −141−1.0% | 減碼 | 歷史 |
| EFXEquifax Inc | COM | 19,109 | $472.5 萬 | 0.1% | −472−2.4% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 39,963 | $374.9 萬 | <0.1% | −894−2.2% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 19,623 | $333.3 萬 | <0.1% | −475−2.4% | 減碼 | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 28,370 | $295.3 萬 | <0.1% | +16,534+139.7% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 19,847 | $290.8 萬 | <0.1% | −470−2.3% | 減碼 | 歷史 |
| SNASnap-on Inc | COM | 9,895 | $285.8 萬 | <0.1% | −284−2.8% | 減碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 10,904 | $275.0 萬 | <0.1% | +3,680+50.9% | 加碼 | – |
2023 年第 3 季之後清倉（10 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 3 季股數 | 2023 年第 3 季市值 | 2023 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PPLIPeople Inc | COM NEW | 543,414 | $2,738 萬 | 0.4% | 歷史 |
| BBDCBarings BDC, Inc. | COM | 110,896 | $98.8 萬 | <0.1% | 歷史 |
| ILMNIllumina, Inc. | COM | 5,970 | $82.0 萬 | <0.1% | 歷史 |
| NATINational Instruments Corp | COM | 6,976 | $41.6 萬 | <0.1% | 歷史 |
| OKTAOkta, Inc. | CL A | 5,050 | $41.2 萬 | <0.1% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 5,503 | $32.2 萬 | <0.1% | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 3,981 | $23.1 萬 | <0.1% | 歷史 |
| AMEDAmedisys Inc | COM | 2,235 | $20.9 萬 | <0.1% | 歷史 |
| OTLYOatly Group AB | SPONSORED ADS | 171,585 | $15.4 萬 | <0.1% | 歷史 |
| Vsblty Groupe Technologies Cor91834N605 | ADR | 60,000 | $2,430 | <0.1% | – |