Riverbridge Partners LLC
- SEC CIK
- 0001112325
- 最新申報
- 2026/7/13
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/15 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 185
- 較 2025 年第 1 季 +5
- 總值
- $62.2 億
- 較 2025 年第 1 季 −$1,812 萬 (−0.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 1,841,832 | $2.91 億 | 4.7% | −78,293−4.1% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 535,307 | $2.66 億 | 4.3% | −14,977−2.7% | 減碼 | 歷史 |
| HEIHeico Corp | COM | 713,376 | $2.34 億 | 3.8% | −92,938−11.5% | 減碼 | 歷史 |
| LOPEGrand Canyon Education, Inc. | COM | 1,104,185 | $2.09 億 | 3.4% | −164,340−13.0% | 減碼 | 歷史 |
| RBARB Global Inc. | COM | 1,767,608 | $1.88 億 | 3.0% | −284,868−13.9% | 減碼 | 歷史 |
| TYLTyler Technologies Inc | COM | 281,881 | $1.67 億 | 2.7% | −19,790−6.6% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 653,610 | $1.43 億 | 2.3% | −19,215−2.9% | 減碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 1,754,018 | $1.41 億 | 2.3% | −112,327−6.0% | 減碼 | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 434,024 | $1.36 億 | 2.2% | −47,102−9.8% | 減碼 | 歷史 |
| FIVEFive Below, Inc | COM | 1,026,993 | $1.35 億 | 2.2% | −102,248−9.1% | 減碼 | 歷史 |
| ENSGEnsign Group, Inc | COM | 868,943 | $1.34 億 | 2.2% | −204,126−19.0% | 減碼 | 歷史 |
| KNSLKinsale Capital Group, Inc. | Stock | 261,471 | $1.27 億 | 2.0% | −29,345−10.1% | 減碼 | 歷史 |
| ROLRollins Inc | COM | 2,112,697 | $1.19 億 | 1.9% | −160,398−7.1% | 減碼 | 歷史 |
| PRVAPrivia Health Group, Inc. | COM | 4,947,871 | $1.14 億 | 1.8% | −569,799−10.3% | 減碼 | 歷史 |
| PCTYPaylocity Holding Corp | COM | 621,949 | $1.13 億 | 1.8% | −78,413−11.2% | 減碼 | 歷史 |
| FASTFastenal Co | Stock | 2,617,934 | $1.10 億 | 1.8% | −66,304−2.5% | 減碼依 2 比 1 拆股換算 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 470,081 | $1.09 億 | 1.8% | −36,765−7.3% | 減碼 | 歷史 |
| ANSSAnsys Inc | COM | 307,279 | $1.08 億 | 1.7% | −23,447−7.1% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 102,727 | $1.06 億 | 1.7% | −2,856−2.7% | 減碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 361,378 | $1.04 億 | 1.7% | −9,549−2.6% | 減碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 315,086 | $9,815 萬 | 1.6% | −17,478−5.3% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 402,037 | $9,569 萬 | 1.5% | −11,494−2.8% | 減碼 | 歷史 |
| WKWorkiva Inc | COM CL A | 1,375,867 | $9,418 萬 | 1.5% | −160,583−10.5% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 167,416 | $8,828 萬 | 1.4% | −4,836−2.8% | 減碼 | 歷史 |
| GLOBGlobant S.A. | COM | 963,108 | $8,749 萬 | 1.4% | −92,963−8.8% | 減碼 | 歷史 |
| FRPTFreshpet, Inc. | Stock | 1,264,959 | $8,597 萬 | 1.4% | +238,130+23.2% | 加碼 | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 383,520 | $8,391 萬 | 1.4% | −24,886−6.1% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 54,920 | $7,354 萬 | 1.2% | −2,019−3.5% | 減碼 | 歷史 |
| FNDFloor & Decor Holdings, Inc. | CL A | 964,751 | $7,328 萬 | 1.2% | −95,945−9.0% | 減碼 | 歷史 |
| SPSCSPS Commerce Inc | COM | 518,420 | $7,055 萬 | 1.1% | −74,284−12.5% | 減碼 | 歷史 |
| GWREGuidewire Software, Inc. | COM | 298,511 | $7,028 萬 | 1.1% | −127,262−29.9% | 減碼 | 歷史 |
| KAIKadant Inc | COM | 215,690 | $6,847 萬 | 1.1% | −31,499−12.7% | 減碼 | 歷史 |
| DSGXDescartes Systems Group Inc | COM | 638,062 | $6,486 萬 | 1.0% | −92,462−12.7% | 減碼 | 歷史 |
| ALKTAlkami Technology, Inc. | Stock | 2,098,790 | $6,326 萬 | 1.0% | +412,299+24.4% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 198,985 | $6,321 萬 | 1.0% | −6,583−3.2% | 減碼 | 歷史 |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 6,701,496 | $6,306 萬 | 1.0% | +1,380,783+26.0% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 165,761 | $5,885 萬 | 0.9% | −4,787−2.8% | 減碼 | 歷史 |
| DOCSDoximity, Inc. | CL A | 938,620 | $5,757 萬 | 0.9% | −142,693−13.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 318,643 | $5,615 萬 | 0.9% | −8,409−2.6% | 減碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 99,330 | $5,327 萬 | 0.9% | −3,162−3.1% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 192,828 | $5,258 萬 | 0.8% | −104,350−35.1% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 259,984 | $5,136 萬 | 0.8% | −7,002−2.6% | 減碼 | 歷史 |
| ALRMAlarm.com Holdings, Inc. | COM | 882,716 | $4,994 萬 | 0.8% | −129,268−12.8% | 減碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 954,889 | $4,913 萬 | 0.8% | +334,436+53.9% | 加碼 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 272,589 | $4,908 萬 | 0.8% | −34,716−11.3% | 減碼 | 歷史 |
| ACVAACV Auctions Inc. | COM CL A | 3,006,737 | $4,877 萬 | 0.8% | −375,180−11.1% | 減碼 | 歷史 |
| TOSTToast, Inc. | Stock | 1,034,995 | $4,584 萬 | 0.7% | −138,438−11.8% | 減碼 | 歷史 |
| RGENRepligen Corp | COM | 368,079 | $4,578 萬 | 0.7% | −54,023−12.8% | 減碼 | 歷史 |
| AGYSAgilysys Inc | COM | 397,539 | $4,557 萬 | 0.7% | −56,178−12.4% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 492,293 | $4,511 萬 | 0.7% | −13,226−2.6% | 減碼 | 歷史 |
| CTASCintas Corp | Stock | 201,405 | $4,489 萬 | 0.7% | −5,242−2.5% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 252,089 | $4,472 萬 | 0.7% | −5,849−2.3% | 減碼 | 歷史 |
| BLBlackline, Inc. | COM | 779,121 | $4,411 萬 | 0.7% | −298,883−27.7% | 減碼 | 歷史 |
| SSDSimpson Manufacturing Co., Inc. | COM | 281,692 | $4,375 萬 | 0.7% | −39,887−12.4% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 137,179 | $4,280 萬 | 0.7% | −4,840−3.4% | 減碼 | 歷史 |
| GKOSGLAUKOS Corp | COM | 403,971 | $4,173 萬 | 0.7% | +118,509+41.5% | 加碼 | 歷史 |
| OPCHOption Care Health, Inc. | COM NEW | 1,265,679 | $4,111 萬 | 0.7% | −183,176−12.6% | 減碼 | 歷史 |
| WSOWatsco Inc | COM | 92,603 | $4,090 萬 | 0.7% | −10,920−10.5% | 減碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 213,575 | $4,044 萬 | 0.7% | −13,973−6.1% | 減碼 | 歷史 |
| EXPOExponent Inc | COM | 523,161 | $3,909 萬 | 0.6% | −72,189−12.1% | 減碼 | 歷史 |
| TRNSTranscat Inc | COM | 440,747 | $3,789 萬 | 0.6% | +213,927+94.3% | 加碼 | 歷史 |
| CWANClearwater Analytics Holdings, Inc. | CL A | 1,610,240 | $3,531 萬 | 0.6% | +1,610,240 | 新進 | 歷史 |
| CGNXCognex Corp | COM | 1,086,561 | $3,447 萬 | 0.6% | −153,598−12.4% | 減碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 80,385 | $3,380 萬 | 0.5% | −966−1.2% | 減碼 | 歷史 |
| DVDoubleVerify Holdings, Inc. | COM | 2,208,048 | $3,305 萬 | 0.5% | −273,308−11.0% | 減碼 | 歷史 |
| FICOFair Isaac Corp | COM | 18,016 | $3,293 萬 | 0.5% | −499−2.7% | 減碼 | 歷史 |
| CSWCSW Industrials, Inc. | COM | 113,503 | $3,256 萬 | 0.5% | +4,146+3.8% | 加碼 | 歷史 |
| KRNTKornit Digital Ltd. | SHS | 1,538,229 | $3,063 萬 | 0.5% | −220,746−12.5% | 減碼 | 歷史 |
| CHEChemed Corp | COM | 62,004 | $3,019 萬 | 0.5% | −9,515−13.3% | 減碼 | 歷史 |
| GDYNGrid Dynamics Holdings, Inc. | CL A | 2,259,889 | $2,610 萬 | 0.4% | −334,157−12.9% | 減碼 | 歷史 |
| GSHDGoosehead Insurance, Inc. | COM CL A | 240,378 | $2,536 萬 | 0.4% | −36,755−13.3% | 減碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 335,656 | $2,416 萬 | 0.4% | −418−0.1% | 減碼 | 歷史 |
| Riverbridge Growth Fund - Inst46141P404 | COM | 661,655 | $2,414 萬 | 0.4% | +4,688+0.7% | 加碼 | – |
| PNTGPennant Group, Inc. | COM | 807,137 | $2,409 萬 | 0.4% | −121,474−13.1% | 減碼 | 歷史 |
| POWIPower Integrations Inc | COM | 411,187 | $2,299 萬 | 0.4% | −61,607−13.0% | 減碼 | 歷史 |
| WSCWillScot Holdings Corp | COM CL A | 817,341 | $2,240 萬 | 0.4% | −123,974−13.2% | 減碼 | 歷史 |
| ENTGEntegris Inc | COM | 272,640 | $2,199 萬 | 0.4% | −45,599−14.3% | 減碼 | 歷史 |
| JKHYJack Henry & Associates Inc | Stock | 118,260 | $2,131 萬 | 0.3% | −13,941−10.5% | 減碼 | 歷史 |
| STVNStevanato Group S.p.A. | ORD SHS | 843,349 | $2,060 萬 | 0.3% | −123,681−12.8% | 減碼 | 歷史 |
| FWRGFirst Watch Restaurant Group, Inc. | COM | 1,279,544 | $2,052 萬 | 0.3% | +1,279,544 | 新進 | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 133,627 | $2,028 萬 | 0.3% | −89,107−40.0% | 減碼 | 歷史 |
| HLMNHillman Solutions Corp. | COM | 2,489,726 | $1,778 萬 | 0.3% | −416,962−14.3% | 減碼 | 歷史 |
| PHRPhreesia, Inc. | COM | 551,522 | $1,570 萬 | 0.3% | −82,874−13.1% | 減碼 | 歷史 |
| BBSIBarrett Business Services Inc | COM | 354,809 | $1,479 萬 | 0.2% | +354,809 | 新進 | 歷史 |
| INSPInspire Medical Systems, Inc. | COM | 113,886 | $1,478 萬 | 0.2% | −18,505−14.0% | 減碼 | 歷史 |
| TWFGTWFG, Inc. | COM CL A | 344,267 | $1,205 萬 | 0.2% | +344,267 | 新進 | 歷史 |
| JAMFJamf Holding Corp. | COM | 1,174,779 | $1,117 萬 | 0.2% | −203,841−14.8% | 減碼 | 歷史 |
| KIDSOrthopediatrics Corp | COM | 321,040 | $689.6 萬 | 0.1% | −51,438−13.8% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 32,375 | $664.2 萬 | 0.1% | −157−0.5% | 減碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 31,560 | $608.2 萬 | 0.1% | −18,241−36.6% | 減碼 | – |
| LINLinde PLC | Stock | 10,551 | $495.0 萬 | 0.1% | −2,436−18.8% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 34,980 | $432.0 萬 | 0.1% | −414−1.2% | 減碼 | 歷史 |
| Vanguard Index FDS922908710 | COM | 7,193 | $411.8 萬 | 0.1% | −20.0% | 減碼 | – |
| EFXEquifax Inc | COM | 14,468 | $375.3 萬 | 0.1% | −2,731−15.9% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 13,556 | $365.3 萬 | 0.1% | −57−0.4% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 34,204 | $334.4 萬 | 0.1% | −282−0.8% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 14,392 | $314.7 萬 | 0.1% | +9,592+199.8% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 12,280 | $278.1 萬 | <0.1% | +496+4.2% | 加碼 | 歷史 |
| SNASnap-on Inc | COM | 8,669 | $269.8 萬 | <0.1% | −72−0.8% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 15,201 | $242.2 萬 | <0.1% | −119−0.8% | 減碼 | 歷史 |
2025 年第 1 季之後清倉（7 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PYCRPaycor HCM, Inc. | COM | 2,087,850 | $4,685 萬 | 0.8% | 歷史 |
| USPHU S Physical Therapy Inc | COM | 283,261 | $2,050 萬 | 0.3% | 歷史 |
| NEOGNeogen Corp | COM | 1,547,646 | $1,342 萬 | 0.2% | 歷史 |
| PEPPepsiCo Inc | Stock | 2,152 | $32.3 萬 | <0.1% | 歷史 |
| MDTMedtronic plc | Stock | 3,415 | $30.7 萬 | <0.1% | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 764 | $27.6 萬 | <0.1% | – |
| Dassault Sys S A Sponsored ADR237545108 | COM | 5,411 | $20.6 萬 | <0.1% | – |