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。
- 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%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 1,724,831 | $3.22 億 | 5.4% | −117,001−6.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 516,182 | $2.67 億 | 4.5% | −19,125−3.6% | 減碼 | 歷史 |
| HEIHeico Corp | COM | 653,205 | $2.11 億 | 3.6% | −60,171−8.4% | 減碼 | 歷史 |
| LOPEGrand Canyon Education, Inc. | COM | 953,066 | $2.09 億 | 3.5% | −151,119−13.7% | 減碼 | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 365,088 | $1.88 億 | 3.2% | −68,936−15.9% | 減碼 | 歷史 |
| RBARB Global Inc. | COM | 1,662,763 | $1.80 億 | 3.0% | −104,845−5.9% | 減碼 | 歷史 |
| FIVEFive Below, Inc | COM | 959,148 | $1.48 億 | 2.5% | −67,845−6.6% | 減碼 | 歷史 |
| TYLTyler Technologies Inc | COM | 268,627 | $1.41 億 | 2.4% | −13,254−4.7% | 減碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 1,659,183 | $1.40 億 | 2.4% | −94,835−5.4% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 632,358 | $1.39 億 | 2.3% | −21,252−3.3% | 減碼 | 歷史 |
| ENSGEnsign Group, Inc | COM | 763,132 | $1.32 億 | 2.2% | −105,811−12.2% | 減碼 | 歷史 |
| KNSLKinsale Capital Group, Inc. | Stock | 290,524 | $1.24 億 | 2.1% | +29,053+11.1% | 加碼 | 歷史 |
| FASTFastenal Co | Stock | 2,507,250 | $1.23 億 | 2.1% | −110,684−4.2% | 減碼 | 歷史 |
| ROLRollins Inc | COM | 2,001,848 | $1.18 億 | 2.0% | −110,849−5.2% | 減碼 | 歷史 |
| PRVAPrivia Health Group, Inc. | COM | 4,633,867 | $1.15 億 | 1.9% | −314,004−6.3% | 減碼 | 歷史 |
| WKWorkiva Inc | COM CL A | 1,290,870 | $1.11 億 | 1.9% | −84,997−6.2% | 減碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 349,071 | $1.04 億 | 1.8% | −12,307−3.4% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 388,514 | $9,546 萬 | 1.6% | −13,523−3.4% | 減碼 | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 362,540 | $9,511 萬 | 1.6% | −20,980−5.5% | 減碼 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 444,764 | $9,257 萬 | 1.6% | −25,317−5.4% | 減碼 | 歷史 |
| PCTYPaylocity Holding Corp | COM | 575,762 | $9,170 萬 | 1.5% | −46,187−7.4% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 99,029 | $9,113 萬 | 1.5% | −3,698−3.6% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 188,198 | $8,370 萬 | 1.4% | −10,787−5.4% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 161,470 | $7,859 萬 | 1.3% | −5,946−3.6% | 減碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 310,275 | $7,804 萬 | 1.3% | −4,811−1.5% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 308,340 | $7,496 萬 | 1.3% | −10,303−3.2% | 減碼 | 歷史 |
| FNDFloor & Decor Holdings, Inc. | CL A | 914,037 | $6,736 萬 | 1.1% | −50,714−5.3% | 減碼 | 歷史 |
| GWREGuidewire Software, Inc. | COM | 283,520 | $6,517 萬 | 1.1% | −14,991−5.0% | 減碼 | 歷史 |
| FRPTFreshpet, Inc. | Stock | 1,157,289 | $6,378 萬 | 1.1% | −107,670−8.5% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 52,570 | $6,303 萬 | 1.1% | −2,350−4.3% | 減碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 95,433 | $6,097 萬 | 1.0% | −3,897−3.9% | 減碼 | 歷史 |
| KAIKadant Inc | COM | 198,383 | $5,903 萬 | 1.0% | −17,307−8.0% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 242,205 | $5,899 萬 | 1.0% | −9,884−3.9% | 減碼 | 歷史 |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 6,190,816 | $5,640 萬 | 1.0% | −510,680−7.6% | 減碼 | 歷史 |
| ALKTAlkami Technology, Inc. | Stock | 2,250,685 | $5,591 萬 | 0.9% | +151,895+7.2% | 加碼 | 歷史 |
| DSGXDescartes Systems Group Inc | COM | 588,745 | $5,548 萬 | 0.9% | −49,317−7.7% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 159,314 | $5,439 萬 | 0.9% | −6,447−3.9% | 減碼 | 歷史 |
| GLOBGlobant S.A. | COM | 891,589 | $5,116 萬 | 0.9% | −71,519−7.4% | 減碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 906,442 | $5,043 萬 | 0.9% | −48,447−5.1% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 250,247 | $4,961 萬 | 0.8% | −9,737−3.7% | 減碼 | 歷史 |
| SPSCSPS Commerce Inc | COM | 471,225 | $4,907 萬 | 0.8% | −47,195−9.1% | 減碼 | 歷史 |
| GKOSGLAUKOS Corp | COM | 569,644 | $4,645 萬 | 0.8% | +165,673+41.0% | 加碼 | 歷史 |
| RGENRepligen Corp | COM | 343,435 | $4,591 萬 | 0.8% | −24,644−6.7% | 減碼 | 歷史 |
| CGNXCognex Corp | COM | 1,012,657 | $4,587 萬 | 0.8% | −73,904−6.8% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 132,583 | $4,578 萬 | 0.8% | −4,596−3.4% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 185,768 | $4,403 萬 | 0.7% | −7,060−3.7% | 減碼 | 歷史 |
| SSDSimpson Manufacturing Co., Inc. | COM | 261,977 | $4,387 萬 | 0.7% | −19,715−7.0% | 減碼 | 歷史 |
| ALRMAlarm.com Holdings, Inc. | COM | 815,440 | $4,328 萬 | 0.7% | −67,276−7.6% | 減碼 | 歷史 |
| ENTGEntegris Inc | COM | 443,532 | $4,101 萬 | 0.7% | +170,892+62.7% | 加碼 | 歷史 |
| DOCSDoximity, Inc. | CL A | 555,184 | $4,061 萬 | 0.7% | −383,436−40.9% | 減碼 | 歷史 |
| OPCHOption Care Health, Inc. | COM NEW | 1,446,956 | $4,017 萬 | 0.7% | +181,277+14.3% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 473,552 | $4,006 萬 | 0.7% | −18,741−3.8% | 減碼 | 歷史 |
| AGYSAgilysys Inc | COM | 377,091 | $3,969 萬 | 0.7% | −20,448−5.1% | 減碼 | 歷史 |
| CTASCintas Corp | Stock | 193,258 | $3,967 萬 | 0.7% | −8,147−4.0% | 減碼 | 歷史 |
| BLBlackline, Inc. | COM | 720,617 | $3,826 萬 | 0.6% | −58,504−7.5% | 減碼 | 歷史 |
| ACVAACV Auctions Inc. | COM CL A | 3,567,434 | $3,535 萬 | 0.6% | +560,697+18.6% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 77,285 | $3,534 萬 | 0.6% | −3,100−3.9% | 減碼 | 歷史 |
| TOSTToast, Inc. | Stock | 962,752 | $3,515 萬 | 0.6% | −72,243−7.0% | 減碼 | 歷史 |
| CSWCSW Industrials, Inc. | COM | 144,208 | $3,501 萬 | 0.6% | +30,705+27.1% | 加碼 | 歷史 |
| WSOWatsco Inc | COM | 86,349 | $3,491 萬 | 0.6% | −6,254−6.8% | 減碼 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 253,371 | $3,467 萬 | 0.6% | −19,218−7.1% | 減碼 | 歷史 |
| EXPOExponent Inc | COM | 483,015 | $3,356 萬 | 0.6% | −40,146−7.7% | 減碼 | 歷史 |
| TRNSTranscat Inc | COM | 407,213 | $2,981 萬 | 0.5% | −33,534−7.6% | 減碼 | 歷史 |
| SNPSSynopsys Inc | COM | 54,081 | $2,668 萬 | 0.5% | +54,081 | 新進 | 歷史 |
| CWANClearwater Analytics Holdings, Inc. | CL A | 1,468,140 | $2,646 萬 | 0.4% | −142,100−8.8% | 減碼 | 歷史 |
| FICOFair Isaac Corp | COM | 17,273 | $2,585 萬 | 0.4% | −743−4.1% | 減碼 | 歷史 |
| CHEChemed Corp | COM | 56,975 | $2,551 萬 | 0.4% | −5,029−8.1% | 減碼 | 歷史 |
| Riverbridge Growth Fund - Inst46141P404 | COM | 661,445 | $2,506 萬 | 0.4% | −2100.0% | 減碼 | – |
| DVDoubleVerify Holdings, Inc. | COM | 2,044,188 | $2,449 萬 | 0.4% | −163,860−7.4% | 減碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 193,232 | $2,420 萬 | 0.4% | −20,343−9.5% | 減碼 | 歷史 |
| HLMNHillman Solutions Corp. | COM | 2,319,134 | $2,129 萬 | 0.4% | −170,592−6.9% | 減碼 | 歷史 |
| CASYCaseys General Stores Inc | COM | 37,149 | $2,100 萬 | 0.4% | +37,149 | 新進 | 歷史 |
| AAONAaon, Inc. | COM PAR $0.004 | 224,184 | $2,095 萬 | 0.4% | +224,184 | 新進 | 歷史 |
| BROSDutch Bros Inc. | CL A | 382,857 | $2,004 萬 | 0.3% | +382,857 | 新進 | 歷史 |
| STVNStevanato Group S.p.A. | ORD SHS | 773,176 | $1,991 萬 | 0.3% | −70,173−8.3% | 減碼 | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 125,304 | $1,961 萬 | 0.3% | −8,323−6.2% | 減碼 | 歷史 |
| PNTGPennant Group, Inc. | COM | 742,054 | $1,871 萬 | 0.3% | −65,083−8.1% | 減碼 | 歷史 |
| FWRGFirst Watch Restaurant Group, Inc. | COM | 1,188,534 | $1,859 萬 | 0.3% | −91,010−7.1% | 減碼 | 歷史 |
| GSHDGoosehead Insurance, Inc. | COM CL A | 220,583 | $1,642 萬 | 0.3% | −19,795−8.2% | 減碼 | 歷史 |
| JKHYJack Henry & Associates Inc | Stock | 109,904 | $1,637 萬 | 0.3% | −8,356−7.1% | 減碼 | 歷史 |
| KRNTKornit Digital Ltd. | SHS | 1,197,445 | $1,617 萬 | 0.3% | −340,784−22.2% | 減碼 | 歷史 |
| WSCWillScot Holdings Corp | COM CL A | 749,968 | $1,583 萬 | 0.3% | −67,373−8.2% | 減碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 317,806 | $1,558 萬 | 0.3% | −17,850−5.3% | 減碼 | 歷史 |
| GDYNGrid Dynamics Holdings, Inc. | CL A | 2,006,806 | $1,547 萬 | 0.3% | −253,083−11.2% | 減碼 | 歷史 |
| POWIPower Integrations Inc | COM | 377,112 | $1,516 萬 | 0.3% | −34,075−8.3% | 減碼 | 歷史 |
| TWFGTWFG, Inc. | COM CL A | 542,661 | $1,489 萬 | 0.3% | +198,394+57.6% | 加碼 | 歷史 |
| BBSIBarrett Business Services Inc | COM | 326,184 | $1,446 萬 | 0.2% | −28,625−8.1% | 減碼 | 歷史 |
| PHRPhreesia, Inc. | COM | 505,368 | $1,189 萬 | 0.2% | −46,154−8.4% | 減碼 | 歷史 |
| JAMFJamf Holding Corp. | COM | 1,099,637 | $1,177 萬 | 0.2% | −75,142−6.4% | 減碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 41,991 | $879.0 萬 | 0.1% | +10,431+33.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 32,007 | $815.0 萬 | 0.1% | −368−1.1% | 減碼 | 歷史 |
| INSPInspire Medical Systems, Inc. | COM | 103,571 | $768.5 萬 | 0.1% | −10,315−9.1% | 減碼 | 歷史 |
| KIDSOrthopediatrics Corp | COM | 293,864 | $544.5 萬 | 0.1% | −27,176−8.5% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 34,069 | $492.4 萬 | 0.1% | −911−2.6% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 10,311 | $489.8 萬 | 0.1% | −240−2.3% | 減碼 | 歷史 |
| Vanguard Index FDS922908710 | COM | 7,188 | $443.7 萬 | 0.1% | −5−0.1% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 6,517 | $436.2 萬 | 0.1% | +3,566+120.8% | 加碼 | – |
| ORCLOracle Corp | Stock | 14,142 | $397.7 萬 | 0.1% | −250−1.7% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 13,311 | $364.5 萬 | 0.1% | −245−1.8% | 減碼 | 歷史 |
| EFXEquifax Inc | COM | 14,155 | $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。
| 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 Inc | COM | 307,279 | $1.08 億 | 1.7% | 歷史 |
| PCKPIMCO California Municipal Income Fund II | COM | 129,835 | $69.6 萬 | <0.1% | 歷史 |
| PHDPioneer Floating Rate Fund, Inc. | COM | 62,293 | $61.2 萬 | <0.1% | 歷史 |
| DMOWestern Asset Mortgage Opportunity Fund Inc. | COM | 44,664 | $53.3 萬 | <0.1% | 歷史 |
| CERTCertara, Inc. | COM | 43,741 | $51.2 萬 | <0.1% | 歷史 |
| IQIInvesco Quality Municipal Income Trust | COM | 44,873 | $42.1 萬 | <0.1% | 歷史 |
| Chugai Pharmaceutical Co Ltd ADR171269103 | ADR | 10,773 | $28.1 萬 | <0.1% | – |
| VMOInvesco Municipal Opportunity Trust | COM | 26,289 | $24.1 萬 | <0.1% | 歷史 |
| MFCManulife Financial Corp | COM | 7,016 | $22.4 萬 | <0.1% | 歷史 |
| Schneider Electric SE80687P106 | COM | 3,967 | $21.2 萬 | <0.1% | – |
| VGMInvesco Trust for Investment Grade Municipals | COM | 21,707 | $20.6 萬 | <0.1% | 歷史 |