Riverbridge Partners LLC
- SEC CIK
- 0001112325
- 最新申報
- 2026/7/13
2024 年第 3 季持倉
持倉截至 2024/9/30,2024/10/15 申報。只含多頭部位,變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 182
- 較 2024 年第 2 季 +4
- 總值
- $74.9 億
- 較 2024 年第 2 季 +$1.28 億 (+1.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 2,064,568 | $2.51 億 | 3.3% | −29,717−1.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 581,398 | $2.50 億 | 3.3% | −9,086−1.5% | 減碼 | 歷史 |
| GLOBGlobant S.A. | COM | 1,217,530 | $2.41 億 | 3.2% | −64,691−5.0% | 減碼 | 歷史 |
| HEIHeico Corp | COM | 911,930 | $2.38 億 | 3.2% | −88,953−8.9% | 減碼 | 歷史 |
| RBARB Global Inc. | COM | 2,762,335 | $2.22 億 | 3.0% | −132,988−4.6% | 減碼 | 歷史 |
| LOPEGrand Canyon Education, Inc. | COM | 1,522,748 | $2.16 億 | 2.9% | −91,727−5.7% | 減碼 | 歷史 |
| TYLTyler Technologies Inc | COM | 355,090 | $2.07 億 | 2.8% | −36,498−9.3% | 減碼 | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 551,644 | $1.84 億 | 2.5% | +15,648+2.9% | 加碼 | 歷史 |
| GWREGuidewire Software, Inc. | COM | 963,065 | $1.76 億 | 2.4% | −60,064−5.9% | 減碼 | 歷史 |
| ENSGEnsign Group, Inc | COM | 1,203,967 | $1.73 億 | 2.3% | −70,098−5.5% | 減碼 | 歷史 |
| KNSLKinsale Capital Group, Inc. | Stock | 327,230 | $1.52 億 | 2.0% | +32,346+11.0% | 加碼 | 歷史 |
| FNDFloor & Decor Holdings, Inc. | CL A | 1,225,782 | $1.52 億 | 2.0% | −73,940−5.7% | 減碼 | 歷史 |
| FASTFastenal Co | Stock | 2,127,657 | $1.52 億 | 2.0% | −110,525−4.9% | 減碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 1,842,016 | $1.39 億 | 1.9% | −85,426−4.4% | 減碼 | 歷史 |
| WKWorkiva Inc | COM CL A | 1,752,259 | $1.39 億 | 1.9% | −77,453−4.2% | 減碼 | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 456,749 | $1.37 億 | 1.8% | −30,187−6.2% | 減碼 | 歷史 |
| SPSCSPS Commerce Inc | COM | 701,977 | $1.36 億 | 1.8% | −69,626−9.0% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 708,096 | $1.32 億 | 1.8% | −11,419−1.6% | 減碼 | 歷史 |
| FRPTFreshpet, Inc. | Stock | 939,487 | $1.28 億 | 1.7% | −54,014−5.4% | 減碼 | 歷史 |
| ROLRollins Inc | COM | 2,522,536 | $1.28 億 | 1.7% | −403,974−13.8% | 減碼 | 歷史 |
| PCTYPaylocity Holding Corp | COM | 772,349 | $1.27 億 | 1.7% | −39,840−4.9% | 減碼 | 歷史 |
| ANSSAnsys Inc | COM | 368,040 | $1.17 億 | 1.6% | −23,885−6.1% | 減碼 | 歷史 |
| FIVEFive Below, Inc | COM | 1,303,656 | $1.15 億 | 1.5% | −74,252−5.4% | 減碼 | 歷史 |
| EXPOExponent Inc | COM | 883,792 | $1.02 億 | 1.4% | −63,353−6.7% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 111,806 | $1.00 億 | 1.3% | −1,480−1.3% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 434,251 | $9,995 萬 | 1.3% | −7,680−1.7% | 減碼 | 歷史 |
| KAIKadant Inc | COM | 293,048 | $9,905 萬 | 1.3% | +91,349+45.3% | 加碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 369,286 | $9,895 萬 | 1.3% | −17,632−4.6% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 181,330 | $9,368 萬 | 1.3% | −2,499−1.4% | 減碼 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 561,006 | $9,345 萬 | 1.2% | −32,340−5.5% | 減碼 | 歷史 |
| DSGXDescartes Systems Group Inc | COM | 866,193 | $8,918 萬 | 1.2% | −44,716−4.9% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 152,385 | $8,910 萬 | 1.2% | −2,364−1.5% | 減碼 | 歷史 |
| PRVAPrivia Health Group, Inc. | COM | 4,866,040 | $8,861 萬 | 1.2% | −280,177−5.4% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 313,231 | $8,573 萬 | 1.1% | −4,664−1.5% | 減碼 | 歷史 |
| ACVAACV Auctions Inc. | COM CL A | 4,086,722 | $8,308 萬 | 1.1% | +606,962+17.4% | 加碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 388,338 | $8,150 萬 | 1.1% | −4,884−1.2% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 280,933 | $7,811 萬 | 1.0% | −4,249−1.5% | 減碼 | 歷史 |
| RGENRepligen Corp | COM | 500,976 | $7,456 萬 | 1.0% | −26,896−5.1% | 減碼 | 歷史 |
| BLBlackline, Inc. | COM | 1,272,559 | $7,017 萬 | 0.9% | −543,003−29.9% | 減碼 | 歷史 |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 6,337,725 | $7,003 萬 | 0.9% | −380,001−5.7% | 減碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 261,607 | $6,653 萬 | 0.9% | −17,959−6.4% | 減碼 | 歷史 |
| ALRMAlarm.com Holdings, Inc. | COM | 1,191,796 | $6,516 萬 | 0.9% | −74,961−5.9% | 減碼 | 歷史 |
| ALKTAlkami Technology, Inc. | Stock | 2,027,211 | $6,394 萬 | 0.9% | +1,841,878+993.8% | 加碼 | 歷史 |
| GKOSGLAUKOS Corp | COM | 476,682 | $6,210 萬 | 0.8% | −16,393−3.3% | 減碼 | 歷史 |
| CGNXCognex Corp | COM | 1,489,345 | $6,032 萬 | 0.8% | −113,683−7.1% | 減碼 | 歷史 |
| WSOWatsco Inc | COM | 121,394 | $5,971 萬 | 0.8% | −13,890−10.3% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 358,141 | $5,940 萬 | 0.8% | −6,446−1.8% | 減碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 737,649 | $5,896 萬 | 0.8% | −89,438−10.8% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 220,608 | $5,772 萬 | 0.8% | +480+0.2% | 加碼 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 364,342 | $5,712 萬 | 0.8% | −119,320−24.7% | 減碼 | 歷史 |
| DOCSDoximity, Inc. | CL A | 1,283,386 | $5,592 萬 | 0.7% | −44,939−3.4% | 減碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 107,809 | $5,447 萬 | 0.7% | −1,715−1.6% | 減碼 | 歷史 |
| OPCHOption Care Health, Inc. | COM NEW | 1,716,619 | $5,373 萬 | 0.7% | −99,075−5.5% | 減碼 | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 266,447 | $5,248 萬 | 0.7% | −22,825−7.9% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 529,033 | $5,158 萬 | 0.7% | −9,069−1.7% | 減碼 | 歷史 |
| CHEChemed Corp | COM | 84,873 | $5,101 萬 | 0.7% | −2,914−3.3% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 180,859 | $4,973 萬 | 0.7% | −3,011−1.6% | 減碼 | 歷史 |
| DVDoubleVerify Holdings, Inc. | COM | 2,924,227 | $4,924 萬 | 0.7% | −201,624−6.5% | 減碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 435,736 | $4,778 萬 | 0.6% | −6,490−1.5% | 減碼 | 歷史 |
| GDYNGrid Dynamics Holdings, Inc. | CL A | 3,087,052 | $4,322 萬 | 0.6% | −191,636−5.8% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 257,644 | $4,308 萬 | 0.6% | −5,487−2.1% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 59,990 | $4,255 萬 | 0.6% | −1,026−1.7% | 減碼 | 歷史 |
| ENTGEntegris Inc | COM | 377,835 | $4,252 萬 | 0.6% | −45,662−10.8% | 減碼 | 歷史 |
| CTASCintas Corp | Stock | 205,598 | $4,233 萬 | 0.6% | +205,598 | 新進 | 歷史 |
| WSCWillScot Holdings Corp | COM CL A | 1,117,312 | $4,201 萬 | 0.6% | −38,657−3.3% | 減碼 | 歷史 |
| KRNTKornit Digital Ltd. | SHS | 1,591,378 | $4,111 萬 | 0.5% | −96,061−5.7% | 減碼 | 歷史 |
| PNTGPennant Group, Inc. | COM | 1,102,556 | $3,936 萬 | 0.5% | −37,913−3.3% | 減碼 | 歷史 |
| TOSTToast, Inc. | Stock | 1,386,055 | $3,924 萬 | 0.5% | −166,582−10.7% | 減碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 85,415 | $3,841 萬 | 0.5% | −1,450−1.7% | 減碼 | 歷史 |
| FICOFair Isaac Corp | COM | 19,372 | $3,765 萬 | 0.5% | +431+2.3% | 加碼 | 歷史 |
| HLMNHillman Solutions Corp. | COM | 3,446,950 | $3,640 萬 | 0.5% | +2,659,654+337.8% | 加碼 | 歷史 |
| POWIPower Integrations Inc | COM | 562,653 | $3,608 萬 | 0.5% | −19,578−3.4% | 減碼 | 歷史 |
| PYCRPaycor HCM, Inc. | COM | 2,466,261 | $3,500 萬 | 0.5% | +227,221+10.1% | 加碼 | 歷史 |
| TRNSTranscat Inc | COM | 274,865 | $3,320 萬 | 0.4% | +74,334+37.1% | 加碼 | 歷史 |
| NEOGNeogen Corp | COM | 1,874,768 | $3,151 萬 | 0.4% | −154,678−7.6% | 減碼 | 歷史 |
| GSHDGoosehead Insurance, Inc. | COM CL A | 329,453 | $2,942 萬 | 0.4% | −11,281−3.3% | 減碼 | 歷史 |
| PGNYProgyny, Inc. | COM | 1,704,364 | $2,857 萬 | 0.4% | −135,016−7.3% | 減碼 | 歷史 |
| JAMFJamf Holding Corp. | COM | 1,643,083 | $2,851 萬 | 0.4% | −34,069−2.0% | 減碼 | 歷史 |
| USPHU S Physical Therapy Inc | COM | 336,131 | $2,845 萬 | 0.4% | −11,668−3.4% | 減碼 | 歷史 |
| CERTCertara, Inc. | COM | 2,400,918 | $2,811 萬 | 0.4% | −237,749−9.0% | 減碼 | 歷史 |
| JKHYJack Henry & Associates Inc | Stock | 154,514 | $2,728 萬 | 0.4% | −17,039−9.9% | 減碼 | 歷史 |
| STVNStevanato Group S.p.A. | ORD SHS | 1,142,053 | $2,284 萬 | 0.3% | −30,335−2.6% | 減碼 | 歷史 |
| Riverbridge Growth Fund - Inst46141P404 | COM | 648,183 | $2,241 萬 | 0.3% | −29,828−4.4% | 減碼 | – |
| FIVNFive9, Inc. | COM | 658,761 | $1,893 萬 | 0.3% | −42,018−6.0% | 減碼 | 歷史 |
| PHRPhreesia, Inc. | COM | 753,229 | $1,717 萬 | 0.2% | −25,416−3.3% | 減碼 | 歷史 |
| KIDSOrthopediatrics Corp | COM | 443,069 | $1,201 萬 | 0.2% | −15,026−3.3% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 33,532 | $781.3 萬 | 0.1% | −606−1.8% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 13,736 | $655.0 萬 | 0.1% | −527−3.7% | 減碼 | 歷史 |
| EFXEquifax Inc | COM | 18,123 | $532.6 萬 | 0.1% | −632−3.4% | 減碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 25,738 | $468.4 萬 | 0.1% | −24,441−48.7% | 減碼 | – |
| TJXTJX Companies Inc | Stock | 37,559 | $441.5 萬 | 0.1% | −1,485−3.8% | 減碼 | 歷史 |
| Vanguard Index FDS922908710 | COM | 7,639 | $406.2 萬 | 0.1% | +823+12.1% | 加碼 | – |
| ECLEcolab Inc. | Stock | 15,718 | $401.3 萬 | 0.1% | −744−4.5% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 17,440 | $296.6 萬 | <0.1% | −647−3.6% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 36,648 | $295.9 萬 | <0.1% | −1,508−4.0% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 16,242 | $281.3 萬 | <0.1% | −650−3.8% | 減碼 | 歷史 |
| SNASnap-on Inc | COM | 9,277 | $268.8 萬 | <0.1% | −380−3.9% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 17,455 | $234.2 萬 | <0.1% | −702−3.9% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 7,485 | $200.9 萬 | <0.1% | −314−4.0% | 減碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 6,783 | $192.6 萬 | <0.1% | −1,427−17.4% | 減碼 | – |
2024 年第 2 季之後清倉(10 檔)
2024 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PWSCPowerschool Holdings, Inc. | COM CL A | 2,378,198 | $5,325 萬 | 0.7% | 歷史 |
| SQSPSquarespace, Inc. | CLASS A | 795,495 | $3,471 萬 | 0.5% | 歷史 |
| AMNAmn Healthcare Services Inc | COM | 341,194 | $1,748 萬 | 0.2% | 歷史 |
| GTMZoomInfo Technologies Inc. | Stock | 1,334,479 | $1,704 萬 | 0.2% | 歷史 |
| MUIBlackRock Municipal Credit Alpha Portfolio, Inc. | COM | 81,030 | $100.0 萬 | <0.1% | 歷史 |
| BGBBlackstone Strategic Credit 2027 Term Fund | COM SHS BEN IN | 77,293 | $91.9 萬 | <0.1% | 歷史 |
| MHIPioneer Municipal High Income Fund, Inc. | COM SHS | 88,581 | $81.0 萬 | <0.1% | 歷史 |
| FMNFederated Hermes Premier Municipal Income Fund | COM | 45,978 | $52.6 萬 | <0.1% | 歷史 |
| Haier Smar40523H106 | Common Stock | 15,722 | $21.1 萬 | <0.1% | – |
| FMXMexican Economic Development Inc | SPON ADR UNITS | 1,892 | $20.4 萬 | <0.1% | 歷史 |