Riverbridge Partners LLC
- SEC CIK
- 0001112325
- 最新申報
- 2026/7/13
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/17 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 178
- 較 2024 年第 1 季 +4
- 總值
- $73.6 億
- 較 2024 年第 1 季 −$8.37 億 (−10.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 590,484 | $2.64 億 | 3.6% | −10,292−1.7% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,094,285 | $2.59 億 | 3.5% | −527,685−20.1% | 減碼依 10 比 1 拆股換算 | 歷史 |
| GLOBGlobant S.A. | COM | 1,282,221 | $2.29 億 | 3.1% | −66,556−4.9% | 減碼 | 歷史 |
| LOPEGrand Canyon Education, Inc. | COM | 1,614,475 | $2.26 億 | 3.1% | −84,298−5.0% | 減碼 | 歷史 |
| HEIHeico Corp | COM | 1,000,883 | $2.24 億 | 3.0% | −113,489−10.2% | 減碼 | 歷史 |
| RBARB Global Inc. | COM | 2,895,323 | $2.21 億 | 3.0% | −374,832−11.5% | 減碼 | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 535,996 | $2.21 億 | 3.0% | −70,254−11.6% | 減碼 | 歷史 |
| TYLTyler Technologies Inc | COM | 391,588 | $1.97 億 | 2.7% | −14,105−3.5% | 減碼 | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 486,936 | $1.60 億 | 2.2% | −14,955−3.0% | 減碼 | 歷史 |
| ENSGEnsign Group, Inc | COM | 1,274,065 | $1.58 億 | 2.1% | −72,020−5.4% | 減碼 | 歷史 |
| FIVEFive Below, Inc | COM | 1,377,908 | $1.50 億 | 2.0% | +72,020+5.5% | 加碼 | 歷史 |
| SPSCSPS Commerce Inc | COM | 771,603 | $1.45 億 | 2.0% | −58,102−7.0% | 減碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 1,927,442 | $1.43 億 | 1.9% | −54,633−2.8% | 減碼 | 歷史 |
| ROLRollins Inc | COM | 2,926,510 | $1.43 億 | 1.9% | −84,217−2.8% | 減碼 | 歷史 |
| GWREGuidewire Software, Inc. | COM | 1,023,129 | $1.41 億 | 1.9% | −54,545−5.1% | 減碼 | 歷史 |
| FASTFastenal Co | Stock | 2,238,182 | $1.41 億 | 1.9% | −60,720−2.6% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 719,515 | $1.39 億 | 1.9% | −12,981−1.8% | 減碼 | 歷史 |
| WKWorkiva Inc | COM CL A | 1,829,712 | $1.34 億 | 1.8% | −117,926−6.1% | 減碼 | 歷史 |
| FNDFloor & Decor Holdings, Inc. | CL A | 1,299,722 | $1.29 億 | 1.8% | −265,949−17.0% | 減碼 | 歷史 |
| FRPTFreshpet, Inc. | Stock | 993,501 | $1.29 億 | 1.7% | −72,034−6.8% | 減碼 | 歷史 |
| ANSSAnsys Inc | COM | 391,925 | $1.26 億 | 1.7% | −13,630−3.4% | 減碼 | 歷史 |
| KNSLKinsale Capital Group, Inc. | Stock | 294,884 | $1.14 億 | 1.5% | −16,780−5.4% | 減碼 | 歷史 |
| PCTYPaylocity Holding Corp | COM | 812,189 | $1.07 億 | 1.5% | −57,436−6.6% | 減碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 386,918 | $1.04 億 | 1.4% | −10,051−2.5% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 441,931 | $1.01 億 | 1.4% | −8,140−1.8% | 減碼 | 歷史 |
| EXPOExponent Inc | COM | 947,145 | $9,009 萬 | 1.2% | −58,202−5.8% | 減碼 | 歷史 |
| PRVAPrivia Health Group, Inc. | COM | 5,146,217 | $8,944 萬 | 1.2% | −253,445−4.7% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 113,286 | $8,912 萬 | 1.2% | −2,090−1.8% | 減碼 | 歷史 |
| DSGXDescartes Systems Group Inc | COM | 910,909 | $8,821 萬 | 1.2% | −65,704−6.7% | 減碼 | 歷史 |
| BLBlackline, Inc. | COM | 1,815,562 | $8,796 萬 | 1.2% | −145,724−7.4% | 減碼 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 593,346 | $8,487 萬 | 1.2% | −25,224−4.1% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 183,829 | $8,199 萬 | 1.1% | −3,371−1.8% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 317,895 | $8,173 萬 | 1.1% | −6,042−1.9% | 減碼 | 歷史 |
| ALRMAlarm.com Holdings, Inc. | COM | 1,266,757 | $8,049 萬 | 1.1% | −359,645−22.1% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 154,749 | $7,881 萬 | 1.1% | −2,896−1.8% | 減碼 | 歷史 |
| CGNXCognex Corp | COM | 1,603,028 | $7,496 萬 | 1.0% | −122,792−7.1% | 減碼 | 歷史 |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 6,717,726 | $7,463 萬 | 1.0% | −486,538−6.8% | 減碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 393,222 | $7,196 萬 | 1.0% | −7,932−2.0% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 285,182 | $7,125 萬 | 1.0% | −5,312−1.8% | 減碼 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 483,662 | $6,757 萬 | 0.9% | −28,758−5.6% | 減碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 279,566 | $6,750 萬 | 0.9% | −12,143−4.2% | 減碼 | 歷史 |
| RGENRepligen Corp | COM | 527,872 | $6,654 萬 | 0.9% | +82,704+18.6% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 364,587 | $6,641 萬 | 0.9% | −8,382−2.2% | 減碼 | 歷史 |
| ACVAACV Auctions Inc. | COM CL A | 3,479,760 | $6,351 萬 | 0.9% | −233,805−6.3% | 減碼 | 歷史 |
| WSOWatsco Inc | COM | 135,284 | $6,267 萬 | 0.9% | −5,316−3.8% | 減碼 | 歷史 |
| DVDoubleVerify Holdings, Inc. | COM | 3,125,851 | $6,086 萬 | 0.8% | +628,451+25.2% | 加碼 | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 289,272 | $5,976 萬 | 0.8% | −14,506−4.8% | 減碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 827,087 | $5,926 萬 | 0.8% | −34,544−4.0% | 減碼 | 歷史 |
| KAIKadant Inc | COM | 201,699 | $5,926 萬 | 0.8% | −16,829−7.7% | 減碼 | 歷史 |
| GKOSGLAUKOS Corp | COM | 493,075 | $5,836 萬 | 0.8% | −41,439−7.8% | 減碼 | 歷史 |
| ENTGEntegris Inc | COM | 423,497 | $5,734 萬 | 0.8% | −18,594−4.2% | 減碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 109,524 | $5,336 萬 | 0.7% | −1,981−1.8% | 減碼 | 歷史 |
| PWSCPowerschool Holdings, Inc. | COM CL A | 2,378,198 | $5,325 萬 | 0.7% | −130,673−5.2% | 減碼 | 歷史 |
| PGNYProgyny, Inc. | COM | 1,839,380 | $5,262 萬 | 0.7% | −157,215−7.9% | 減碼 | 歷史 |
| OPCHOption Care Health, Inc. | COM NEW | 1,815,694 | $5,029 萬 | 0.7% | −144,166−7.4% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 263,131 | $4,826 萬 | 0.7% | −3,883−1.5% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 183,870 | $4,826 萬 | 0.7% | −3,123−1.7% | 減碼 | 歷史 |
| CHEChemed Corp | COM | 87,787 | $4,763 萬 | 0.6% | −7,500−7.9% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 220,128 | $4,356 萬 | 0.6% | +220,128 | 新進 | 歷史 |
| WSCWillScot Holdings Corp | COM CL A | 1,155,969 | $4,351 萬 | 0.6% | −96,223−7.7% | 減碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 442,226 | $4,319 萬 | 0.6% | −5,909−1.3% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 538,102 | $4,189 萬 | 0.6% | −10,996−2.0% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 61,016 | $4,118 萬 | 0.6% | −1,169−1.9% | 減碼 | 歷史 |
| POWIPower Integrations Inc | COM | 582,231 | $4,087 萬 | 0.6% | −48,072−7.6% | 減碼 | 歷史 |
| TOSTToast, Inc. | Stock | 1,552,637 | $4,001 萬 | 0.5% | −65,623−4.1% | 減碼 | 歷史 |
| DOCSDoximity, Inc. | CL A | 1,328,325 | $3,715 萬 | 0.5% | +1,328,325 | 新進 | 歷史 |
| CERTCertara, Inc. | COM | 2,638,667 | $3,655 萬 | 0.5% | −179,844−6.4% | 減碼 | 歷史 |
| SQSPSquarespace, Inc. | CLASS A | 795,495 | $3,471 萬 | 0.5% | −1,459,956−64.7% | 減碼 | 歷史 |
| GDYNGrid Dynamics Holdings, Inc. | CL A | 3,278,688 | $3,446 萬 | 0.5% | −239,384−6.8% | 減碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 86,865 | $3,353 萬 | 0.5% | −1,439−1.6% | 減碼 | 歷史 |
| USPHU S Physical Therapy Inc | COM | 347,799 | $3,214 萬 | 0.4% | −28,926−7.7% | 減碼 | 歷史 |
| NEOGNeogen Corp | COM | 2,029,446 | $3,172 萬 | 0.4% | −114,071−5.3% | 減碼 | 歷史 |
| FIVNFive9, Inc. | COM | 700,779 | $3,090 萬 | 0.4% | −59,558−7.8% | 減碼 | 歷史 |
| JKHYJack Henry & Associates Inc | Stock | 171,553 | $2,848 萬 | 0.4% | −6,970−3.9% | 減碼 | 歷史 |
| PYCRPaycor HCM, Inc. | COM | 2,239,040 | $2,844 萬 | 0.4% | +359,345+19.1% | 加碼 | 歷史 |
| FICOFair Isaac Corp | COM | 18,941 | $2,820 萬 | 0.4% | −959−4.8% | 減碼 | 歷史 |
| JAMFJamf Holding Corp. | COM | 1,677,152 | $2,767 萬 | 0.4% | +1,677,152 | 新進 | 歷史 |
| PNTGPennant Group, Inc. | COM | 1,140,469 | $2,645 萬 | 0.4% | −98,010−7.9% | 減碼 | 歷史 |
| KRNTKornit Digital Ltd. | SHS | 1,687,439 | $2,470 萬 | 0.3% | −112,608−6.3% | 減碼 | 歷史 |
| TRNSTranscat Inc | COM | 200,531 | $2,400 萬 | 0.3% | +200,531 | 新進 | 歷史 |
| Riverbridge Growth Fund - Inst46141P404 | COM | 678,011 | $2,220 萬 | 0.3% | +5,639+0.8% | 加碼 | – |
| STVNStevanato Group S.p.A. | ORD SHS | 1,172,388 | $2,150 萬 | 0.3% | −115,370−9.0% | 減碼 | 歷史 |
| GSHDGoosehead Insurance, Inc. | COM CL A | 340,734 | $1,957 萬 | 0.3% | −28,491−7.7% | 減碼 | 歷史 |
| AMNAmn Healthcare Services Inc | COM | 341,194 | $1,748 萬 | 0.2% | −283,545−45.4% | 減碼 | 歷史 |
| GTMZoomInfo Technologies Inc. | Stock | 1,334,479 | $1,704 萬 | 0.2% | −106,051−7.4% | 減碼 | 歷史 |
| PHRPhreesia, Inc. | COM | 778,645 | $1,651 萬 | 0.2% | −66,014−7.8% | 減碼 | 歷史 |
| KIDSOrthopediatrics Corp | COM | 458,095 | $1,317 萬 | 0.2% | −34,345−7.0% | 減碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 50,179 | $847.0 萬 | 0.1% | +23,322+86.8% | 加碼 | – |
| AAPLApple Inc. | Stock | 34,138 | $719.0 萬 | 0.1% | −55−0.2% | 減碼 | 歷史 |
| HLMNHillman Solutions Corp. | COM | 787,296 | $696.8 萬 | 0.1% | +787,296 | 新進 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 11,936 | $653.2 萬 | 0.1% | +9,774+452.1% | 加碼 | – |
| LINLinde PLC | Stock | 14,263 | $625.9 萬 | 0.1% | −109−0.8% | 減碼 | 歷史 |
| ALKTAlkami Technology, Inc. | Stock | 185,333 | $527.8 萬 | 0.1% | +185,333 | 新進 | 歷史 |
| EFXEquifax Inc | COM | 18,755 | $454.7 萬 | 0.1% | −111−0.6% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 39,044 | $429.9 萬 | 0.1% | −308−0.8% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 16,462 | $391.8 萬 | 0.1% | −256−1.5% | 減碼 | 歷史 |
| Vanguard Index FDS922908710 | COM | 6,816 | $343.3 萬 | <0.1% | +1,009+17.4% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 18,087 | $298.3 萬 | <0.1% | −150−0.8% | 減碼 | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 22,844 | $291.2 萬 | <0.1% | +4,445+24.2% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 16,892 | $278.6 萬 | <0.1% | −133−0.8% | 減碼 | 歷史 |
2024 年第 1 季之後清倉（9 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MODNModel N, Inc. | COM | 1,265,298 | $3,602 萬 | 0.4% | 歷史 |
| IMXIInternational Money Express, Inc. | COM | 964,731 | $2,202 萬 | 0.3% | 歷史 |
| DHDefinitive Healthcare Corp. | CLASS A COM | 1,756,726 | $1,418 萬 | 0.2% | 歷史 |
| KSMDWS Strategic Municipal Income Trust | COM | 64,081 | $57.3 萬 | <0.1% | 歷史 |
| JQCNuveen Credit Strategies Income Fund | COM SHS | 93,095 | $51.9 萬 | <0.1% | 歷史 |
| BKTBlackRock Income Trust, Inc. | COM NEW | 31,775 | $37.8 萬 | <0.1% | 歷史 |
| CCIFCarlyle Credit Income Fund | SHS BEN INT | 34,098 | $26.8 萬 | <0.1% | 歷史 |
| Chugai Pharmaceutical Co Ltd ADR171269103 | ADR | 13,200 | $25.3 萬 | <0.1% | – |
| JFRNuveen Floating Rate Income Fund | COM | 28,636 | $25.0 萬 | <0.1% | 歷史 |