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Riverbridge Partners LLC

SEC CIK
0001112325
最新申報
2026/7/13

2025 年第 3 季持倉

持倉截至 2025/9/30,2025/10/14 申報。只含多頭部位,變化是跟 2025 年第 2 季比股數。

機構總覽
持股檔數
186
較 2025 年第 2 季 +1
總值
$59.3 億
較 2025 年第 2 季 −$2.89 億 (−4.7%)
申報日
2025/10/14
SEC
Riverbridge Partners LLC 在 2025 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
NVDANVIDIA CorpStock1,724,831$3.22 億5.4%−117,001−6.4%減碼歷史
MSFTMicrosoft CorpStock516,182$2.67 億4.5%−19,125−3.6%減碼歷史
HEIHeico CorpCOM653,205$2.11 億3.6%−60,171−8.4%減碼歷史
LOPEGrand Canyon Education, Inc.COM953,066$2.09 億3.5%−151,119−13.7%減碼歷史
MEDPMedpace Holdings, Inc.COM365,088$1.88 億3.2%−68,936−15.9%減碼歷史
RBARB Global Inc.COM1,662,763$1.80 億3.0%−104,845−5.9%減碼歷史
FIVEFive Below, IncCOM959,148$1.48 億2.5%−67,845−6.6%減碼歷史
TYLTyler Technologies IncCOM268,627$1.41 億2.4%−13,254−4.7%減碼歷史
CSGPCostar Group, Inc.COM1,659,183$1.40 億2.4%−94,835−5.4%減碼歷史
AMZNAmazon Com IncStock632,358$1.39 億2.3%−21,252−3.3%減碼歷史
ENSGEnsign Group, IncCOM763,132$1.32 億2.2%−105,811−12.2%減碼歷史
KNSLKinsale Capital Group, Inc.Stock290,524$1.24 億2.1%+29,053+11.1%加碼歷史
FASTFastenal CoStock2,507,250$1.23 億2.1%−110,684−4.2%減碼歷史
ROLRollins IncCOM2,001,848$1.18 億2.0%−110,849−5.2%減碼歷史
PRVAPrivia Health Group, Inc.COM4,633,867$1.15 億1.9%−314,004−6.3%減碼歷史
WKWorkiva IncCOM CL A1,290,870$1.11 億1.9%−84,997−6.2%減碼歷史
VEEVVeeva Systems IncStock349,071$1.04 億1.8%−12,307−3.4%減碼歷史
ADIAnalog Devices IncStock388,514$9,546 萬1.6%−13,523−3.4%減碼歷史
WSTWest Pharmaceutical Services IncCOM362,540$9,511 萬1.6%−20,980−5.5%減碼歷史
PAYCPaycom Software, Inc.Stock444,764$9,257 萬1.6%−25,317−5.4%減碼歷史
PCTYPaylocity Holding CorpCOM575,762$9,170 萬1.5%−46,187−7.4%減碼歷史
NOWServiceNow, Inc.Stock99,029$9,113 萬1.5%−3,698−3.6%減碼歷史
TSLATesla, Inc.Stock188,198$8,370 萬1.4%−10,787−5.4%減碼歷史
SPGIS&P Global Inc.Stock161,470$7,859 萬1.3%−5,946−3.6%減碼歷史
VRSKVerisk Analytics, Inc.COM310,275$7,804 萬1.3%−4,811−1.5%減碼歷史
GOOGLAlphabet Inc.Stock308,340$7,496 萬1.3%−10,303−3.2%減碼歷史
FNDFloor & Decor Holdings, Inc.CL A914,037$6,736 萬1.1%−50,714−5.3%減碼歷史
GWREGuidewire Software, Inc.COM283,520$6,517 萬1.1%−14,991−5.0%減碼歷史
FRPTFreshpet, Inc.Stock1,157,289$6,378 萬1.1%−107,670−8.5%減碼歷史
NFLXNetflix IncStock52,570$6,303 萬1.1%−2,350−4.3%減碼歷史
IDXXIDEXX Laboratories IncCOM95,433$6,097 萬1.0%−3,897−3.9%減碼歷史
KAIKadant IncCOM198,383$5,903 萬1.0%−17,307−8.0%減碼歷史
GOOGAlphabet Inc.Stock242,205$5,899 萬1.0%−9,884−3.9%減碼歷史
CCCCCC Intelligent Solutions Holdings Inc.COM6,190,816$5,640 萬1.0%−510,680−7.6%減碼歷史
ALKTAlkami Technology, Inc.Stock2,250,685$5,591 萬0.9%+151,895+7.2%加碼歷史
DSGXDescartes Systems Group IncCOM588,745$5,548 萬0.9%−49,317−7.7%減碼歷史
VVisa Inc.Stock159,314$5,439 萬0.9%−6,447−3.9%減碼歷史
GLOBGlobant S.A.COM891,589$5,116 萬0.9%−71,519−7.4%減碼歷史
TECHBIO-TECHNE CorpCOM906,442$5,043 萬0.9%−48,447−5.1%減碼歷史
DHRDanaher CorpStock250,247$4,961 萬0.8%−9,737−3.7%減碼歷史
SPSCSPS Commerce IncCOM471,225$4,907 萬0.8%−47,195−9.1%減碼歷史
GKOSGLAUKOS CorpCOM569,644$4,645 萬0.8%+165,673+41.0%加碼歷史
RGENRepligen CorpCOM343,435$4,591 萬0.8%−24,644−6.7%減碼歷史
CGNXCognex CorpCOM1,012,657$4,587 萬0.8%−73,904−6.8%減碼歷史
UNHUnitedHealth Group IncStock132,583$4,578 萬0.8%−4,596−3.4%減碼歷史
CRMSalesforce, Inc.Stock185,768$4,403 萬0.7%−7,060−3.7%減碼歷史
SSDSimpson Manufacturing Co., Inc.COM261,977$4,387 萬0.7%−19,715−7.0%減碼歷史
ALRMAlarm.com Holdings, Inc.COM815,440$4,328 萬0.7%−67,276−7.6%減碼歷史
ENTGEntegris IncCOM443,532$4,101 萬0.7%+170,892+62.7%加碼歷史
DOCSDoximity, Inc.CL A555,184$4,061 萬0.7%−383,436−40.9%減碼歷史
OPCHOption Care Health, Inc.COM NEW1,446,956$4,017 萬0.7%+181,277+14.3%加碼歷史
SBUXStarbucks CorpStock473,552$4,006 萬0.7%−18,741−3.8%減碼歷史
AGYSAgilysys IncCOM377,091$3,969 萬0.7%−20,448−5.1%減碼歷史
CTASCintas CorpStock193,258$3,967 萬0.7%−8,147−4.0%減碼歷史
BLBlackline, Inc.COM720,617$3,826 萬0.6%−58,504−7.5%減碼歷史
ACVAACV Auctions Inc.COM CL A3,567,434$3,535 萬0.6%+560,697+18.6%加碼歷史
MSIMotorola Solutions, Inc.Stock77,285$3,534 萬0.6%−3,100−3.9%減碼歷史
TOSTToast, Inc.Stock962,752$3,515 萬0.6%−72,243−7.0%減碼歷史
CSWCSW Industrials, Inc.COM144,208$3,501 萬0.6%+30,705+27.1%加碼歷史
WSOWatsco IncCOM86,349$3,491 萬0.6%−6,254−6.8%減碼歷史
GDDYGoDaddy Inc.CL A253,371$3,467 萬0.6%−19,218−7.1%減碼歷史
EXPOExponent IncCOM483,015$3,356 萬0.6%−40,146−7.7%減碼歷史
TRNSTranscat IncCOM407,213$2,981 萬0.5%−33,534−7.6%減碼歷史
SNPSSynopsys IncCOM54,081$2,668 萬0.5%+54,081新進歷史
CWANClearwater Analytics Holdings, Inc.CL A1,468,140$2,646 萬0.4%−142,100−8.8%減碼歷史
FICOFair Isaac CorpCOM17,273$2,585 萬0.4%−743−4.1%減碼歷史
CHEChemed CorpCOM56,975$2,551 萬0.4%−5,029−8.1%減碼歷史
Riverbridge Growth Fund - Inst46141P404COM661,445$2,506 萬0.4%−2100.0%減碼–
DVDoubleVerify Holdings, Inc.COM2,044,188$2,449 萬0.4%−163,860−7.4%減碼歷史
ALGNAlign Technology IncCOM193,232$2,420 萬0.4%−20,343−9.5%減碼歷史
HLMNHillman Solutions Corp.COM2,319,134$2,129 萬0.4%−170,592−6.9%減碼歷史
CASYCaseys General Stores IncCOM37,149$2,100 萬0.4%+37,149新進歷史
AAONAaon, Inc.COM PAR $0.004224,184$2,095 萬0.4%+224,184新進歷史
BROSDutch Bros Inc.CL A382,857$2,004 萬0.3%+382,857新進歷史
STVNStevanato Group S.p.A.ORD SHS773,176$1,991 萬0.3%−70,173−8.3%減碼歷史
CRLCharles River Laboratories International, Inc.COM125,304$1,961 萬0.3%−8,323−6.2%減碼歷史
PNTGPennant Group, Inc.COM742,054$1,871 萬0.3%−65,083−8.1%減碼歷史
FWRGFirst Watch Restaurant Group, Inc.COM1,188,534$1,859 萬0.3%−91,010−7.1%減碼歷史
GSHDGoosehead Insurance, Inc.COM CL A220,583$1,642 萬0.3%−19,795−8.2%減碼歷史
JKHYJack Henry & Associates IncStock109,904$1,637 萬0.3%−8,356−7.1%減碼歷史
KRNTKornit Digital Ltd.SHS1,197,445$1,617 萬0.3%−340,784−22.2%減碼歷史
WSCWillScot Holdings CorpCOM CL A749,968$1,583 萬0.3%−67,373−8.2%減碼歷史
TTDTrade Desk, Inc.Stock317,806$1,558 萬0.3%−17,850−5.3%減碼歷史
GDYNGrid Dynamics Holdings, Inc.CL A2,006,806$1,547 萬0.3%−253,083−11.2%減碼歷史
POWIPower Integrations IncCOM377,112$1,516 萬0.3%−34,075−8.3%減碼歷史
TWFGTWFG, Inc.COM CL A542,661$1,489 萬0.3%+198,394+57.6%加碼歷史
BBSIBarrett Business Services IncCOM326,184$1,446 萬0.2%−28,625−8.1%減碼歷史
PHRPhreesia, Inc.COM505,368$1,189 萬0.2%−46,154−8.4%減碼歷史
JAMFJamf Holding Corp.COM1,099,637$1,177 萬0.2%−75,142−6.4%減碼歷史
Vanguard Index FDS922908652EXTEND MKT ETF41,991$879.0 萬0.1%+10,431+33.1%加碼–
AAPLApple Inc.Stock32,007$815.0 萬0.1%−368−1.1%減碼歷史
INSPInspire Medical Systems, Inc.COM103,571$768.5 萬0.1%−10,315−9.1%減碼歷史
KIDSOrthopediatrics CorpCOM293,864$544.5 萬0.1%−27,176−8.5%減碼歷史
TJXTJX Companies IncStock34,069$492.4 萬0.1%−911−2.6%減碼歷史
LINLinde PLCStock10,311$489.8 萬0.1%−240−2.3%減碼歷史
Vanguard Index FDS922908710COM7,188$443.7 萬0.1%−5−0.1%減碼–
iShares Core S&P 500 ETF464287200ETF6,517$436.2 萬0.1%+3,566+120.8%加碼–
ORCLOracle CorpStock14,142$397.7 萬0.1%−250−1.7%減碼歷史
ECLEcolab Inc.Stock13,311$364.5 萬0.1%−245−1.8%減碼歷史
EFXEquifax IncCOM14,155$363.1 萬0.1%−313−2.2%減碼歷史

2025 年第 2 季之後清倉(11 檔)

2025 年第 2 季季末還持有、這份申報已經沒有的部位。

Riverbridge Partners LLC 在 2025 年第 2 季之後清倉的部位
證券類別2025 年第 2 季股數2025 年第 2 季市值2025 年第 2 季佔組合 %紀錄
ANSSAnsys IncCOM307,279$1.08 億1.7%歷史
PCKPIMCO California Municipal Income Fund IICOM129,835$69.6 萬<0.1%歷史
PHDPioneer Floating Rate Fund, Inc.COM62,293$61.2 萬<0.1%歷史
DMOWestern Asset Mortgage Opportunity Fund Inc.COM44,664$53.3 萬<0.1%歷史
CERTCertara, Inc.COM43,741$51.2 萬<0.1%歷史
IQIInvesco Quality Municipal Income TrustCOM44,873$42.1 萬<0.1%歷史
Chugai Pharmaceutical Co Ltd ADR171269103ADR10,773$28.1 萬<0.1%–
VMOInvesco Municipal Opportunity TrustCOM26,289$24.1 萬<0.1%歷史
MFCManulife Financial CorpCOM7,016$22.4 萬<0.1%歷史
Schneider Electric SE80687P106COM3,967$21.2 萬<0.1%–
VGMInvesco Trust for Investment Grade MunicipalsCOM21,707$20.6 萬<0.1%歷史