Riverbridge Partners LLC
- SEC CIK
- 0001112325
- 最新申報
- 2026/7/13
2025 年第 4 季持倉
持倉截至 2025/12/31,2026/1/13 申報。只含多頭部位,變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 188
- 較 2025 年第 3 季 +2
- 總值
- $53.3 億
- 較 2025 年第 3 季 −$5.92 億 (−10.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 1,526,980 | $2.85 億 | 5.3% | −197,851−11.5% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 493,162 | $2.39 億 | 4.5% | −23,020−4.5% | 減碼 | 歷史 |
| HEIHeico Corp | COM | 589,525 | $1.91 億 | 3.6% | −63,680−9.7% | 減碼 | 歷史 |
| RBARB Global Inc. | COM | 1,501,366 | $1.54 億 | 2.9% | −161,397−9.7% | 減碼 | 歷史 |
| FIVEFive Below, Inc | COM | 814,643 | $1.53 億 | 2.9% | −144,505−15.1% | 減碼 | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 272,969 | $1.53 億 | 2.9% | −92,119−25.2% | 減碼 | 歷史 |
| LOPEGrand Canyon Education, Inc. | COM | 853,107 | $1.42 億 | 2.7% | −99,959−10.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 607,766 | $1.40 億 | 2.6% | −24,592−3.9% | 減碼 | 歷史 |
| ENSGEnsign Group, Inc | COM | 696,510 | $1.21 億 | 2.3% | −66,622−8.7% | 減碼 | 歷史 |
| PRVAPrivia Health Group, Inc. | COM | 4,583,590 | $1.09 億 | 2.0% | −50,277−1.1% | 減碼 | 歷史 |
| TYLTyler Technologies Inc | COM | 238,740 | $1.08 億 | 2.0% | −29,887−11.1% | 減碼 | 歷史 |
| KNSLKinsale Capital Group, Inc. | Stock | 268,453 | $1.05 億 | 2.0% | −22,071−7.6% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 374,366 | $1.02 億 | 1.9% | −14,148−3.6% | 減碼 | 歷史 |
| WKWorkiva Inc | COM CL A | 1,153,427 | $9,948 萬 | 1.9% | −137,443−10.6% | 減碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 1,452,546 | $9,767 萬 | 1.8% | −206,637−12.5% | 減碼 | 歷史 |
| FASTFastenal Co | Stock | 2,381,560 | $9,557 萬 | 1.8% | −125,690−5.0% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 301,580 | $9,439 萬 | 1.8% | −6,760−2.2% | 減碼 | 歷史 |
| ROLRollins Inc | COM | 1,545,713 | $9,277 萬 | 1.7% | −456,135−22.8% | 減碼 | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 318,613 | $8,766 萬 | 1.6% | −43,927−12.1% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 154,991 | $8,100 萬 | 1.5% | −6,479−4.0% | 減碼 | 歷史 |
| PCTYPaylocity Holding Corp | COM | 493,463 | $7,525 萬 | 1.4% | −82,299−14.3% | 減碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 330,143 | $7,370 萬 | 1.4% | −18,928−5.4% | 減碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 328,826 | $7,356 萬 | 1.4% | +18,551+6.0% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 473,842 | $7,259 萬 | 1.4% | −21,303−4.3% | 減碼依 5 比 1 拆股換算 | 歷史 |
| GOOGAlphabet Inc. | Stock | 230,863 | $7,244 萬 | 1.4% | −11,342−4.7% | 減碼 | 歷史 |
| FRPTFreshpet, Inc. | Stock | 1,003,710 | $6,116 萬 | 1.1% | −153,579−13.3% | 減碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 89,699 | $6,068 萬 | 1.1% | −5,734−6.0% | 減碼 | 歷史 |
| GKOSGLAUKOS Corp | COM | 535,169 | $6,043 萬 | 1.1% | −34,475−6.1% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 132,939 | $5,979 萬 | 1.1% | −55,259−29.4% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 84,924 | $5,817 萬 | 1.1% | +78,407+1,203.1% | 加碼 | – |
| PAYCPaycom Software, Inc. | Stock | 357,210 | $5,693 萬 | 1.1% | −87,554−19.7% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 240,606 | $5,508 萬 | 1.0% | −9,641−3.9% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 152,913 | $5,363 萬 | 1.0% | −6,401−4.0% | 減碼 | 歷史 |
| RGENRepligen Corp | COM | 313,365 | $5,135 萬 | 1.0% | −30,070−8.8% | 減碼 | 歷史 |
| FICOFair Isaac Corp | COM | 29,900 | $5,055 萬 | 0.9% | +12,627+73.1% | 加碼 | 歷史 |
| GLOBGlobant S.A. | COM | 768,774 | $5,025 萬 | 0.9% | −122,815−13.8% | 減碼 | 歷史 |
| KAIKadant Inc | COM | 175,864 | $5,012 萬 | 0.9% | −22,519−11.4% | 減碼 | 歷史 |
| GWREGuidewire Software, Inc. | COM | 248,875 | $5,003 萬 | 0.9% | −34,645−12.2% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 178,444 | $4,727 萬 | 0.9% | −7,324−3.9% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 504,070 | $4,726 萬 | 0.9% | −21,630−4.1% | 減碼依 10 比 1 拆股換算 | 歷史 |
| DSGXDescartes Systems Group Inc | COM | 534,345 | $4,684 萬 | 0.9% | −54,400−9.2% | 減碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 785,788 | $4,621 萬 | 0.9% | −120,654−13.3% | 減碼 | 歷史 |
| SPSCSPS Commerce Inc | COM | 480,824 | $4,286 萬 | 0.8% | +9,599+2.0% | 加碼 | 歷史 |
| FNDFloor & Decor Holdings, Inc. | CL A | 696,494 | $4,241 萬 | 0.8% | −217,543−23.8% | 減碼 | 歷史 |
| ALKTAlkami Technology, Inc. | Stock | 1,785,098 | $4,118 萬 | 0.8% | −465,587−20.7% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 123,931 | $4,091 萬 | 0.8% | −8,652−6.5% | 減碼 | 歷史 |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 5,120,480 | $4,071 萬 | 0.8% | −1,070,336−17.3% | 減碼 | 歷史 |
| OPCHOption Care Health, Inc. | COM NEW | 1,262,553 | $4,022 萬 | 0.8% | −184,403−12.7% | 減碼 | 歷史 |
| CTASCintas Corp | Stock | 212,721 | $4,001 萬 | 0.7% | +19,463+10.1% | 加碼 | 歷史 |
| AGYSAgilysys Inc | COM | 332,157 | $3,947 萬 | 0.7% | −44,934−11.9% | 減碼 | 歷史 |
| EXPOExponent Inc | COM | 554,193 | $3,849 萬 | 0.7% | +71,178+14.7% | 加碼 | 歷史 |
| CSWCSW Industrials, Inc. | COM | 130,412 | $3,828 萬 | 0.7% | −13,796−9.6% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 451,477 | $3,802 萬 | 0.7% | −22,075−4.7% | 減碼 | 歷史 |
| ALRMAlarm.com Holdings, Inc. | COM | 723,361 | $3,691 萬 | 0.7% | −92,079−11.3% | 減碼 | 歷史 |
| SSDSimpson Manufacturing Co., Inc. | COM | 224,136 | $3,619 萬 | 0.7% | −37,841−14.4% | 減碼 | 歷史 |
| SAPSAP SE | ADR | 134,491 | $3,267 萬 | 0.6% | +133,591+14,843.4% | 加碼 | 歷史 |
| CWANClearwater Analytics Holdings, Inc. | CL A | 1,298,714 | $3,132 萬 | 0.6% | −169,426−11.5% | 減碼 | 歷史 |
| CGNXCognex Corp | COM | 867,063 | $3,120 萬 | 0.6% | −145,594−14.4% | 減碼 | 歷史 |
| ENTGEntegris Inc | COM | 344,953 | $2,906 萬 | 0.5% | −98,579−22.2% | 減碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 72,235 | $2,769 萬 | 0.5% | −5,050−6.5% | 減碼 | 歷史 |
| AAONAaon, Inc. | COM PAR $0.004 | 354,370 | $2,702 萬 | 0.5% | +130,186+58.1% | 加碼 | 歷史 |
| TOSTToast, Inc. | Stock | 755,052 | $2,681 萬 | 0.5% | −207,700−21.6% | 減碼 | 歷史 |
| ACVAACV Auctions Inc. | COM CL A | 3,122,032 | $2,504 萬 | 0.5% | −445,402−12.5% | 減碼 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 198,820 | $2,467 萬 | 0.5% | −54,551−21.5% | 減碼 | 歷史 |
| Riverbridge Growth Fund - Inst46141P404 | COM | 832,503 | $2,418 萬 | 0.5% | +171,058+25.9% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 97,095 | $2,390 萬 | 0.4% | +93,540+2,631.2% | 加碼 | – |
| DOCSDoximity, Inc. | CL A | 528,578 | $2,341 萬 | 0.4% | −26,606−4.8% | 減碼 | 歷史 |
| WSOWatsco Inc | COM | 69,410 | $2,339 萬 | 0.4% | −16,939−19.6% | 減碼 | 歷史 |
| CHEChemed Corp | COM | 54,119 | $2,316 萬 | 0.4% | −2,856−5.0% | 減碼 | 歷史 |
| BLBlackline, Inc. | COM | 372,814 | $2,061 萬 | 0.4% | −347,803−48.3% | 減碼 | 歷史 |
| PNTGPennant Group, Inc. | COM | 704,535 | $1,983 萬 | 0.4% | −37,519−5.1% | 減碼 | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 99,328 | $1,981 萬 | 0.4% | −25,976−20.7% | 減碼 | 歷史 |
| TRNSTranscat Inc | COM | 337,505 | $1,915 萬 | 0.4% | −69,708−17.1% | 減碼 | 歷史 |
| SNPSSynopsys Inc | COM | 40,687 | $1,911 萬 | 0.4% | −13,394−24.8% | 減碼 | 歷史 |
| DVDoubleVerify Holdings, Inc. | COM | 1,661,695 | $1,901 萬 | 0.4% | −382,493−18.7% | 減碼 | 歷史 |
| LOARLoar Holdings Inc. | COM SHS | 277,049 | $1,884 萬 | 0.4% | +277,049 | 新進 | 歷史 |
| HLMNHillman Solutions Corp. | COM | 2,166,002 | $1,876 萬 | 0.4% | −153,132−6.6% | 減碼 | 歷史 |
| BROSDutch Bros Inc. | CL A | 305,106 | $1,868 萬 | 0.4% | −77,751−20.3% | 減碼 | 歷史 |
| TWFGTWFG, Inc. | COM CL A | 593,744 | $1,708 萬 | 0.3% | +51,083+9.4% | 加碼 | 歷史 |
| FWRGFirst Watch Restaurant Group, Inc. | COM | 1,096,029 | $1,653 萬 | 0.3% | −92,505−7.8% | 減碼 | 歷史 |
| JKHYJack Henry & Associates Inc | Stock | 89,785 | $1,638 萬 | 0.3% | −20,119−18.3% | 減碼 | 歷史 |
| CASYCaseys General Stores Inc | COM | 29,061 | $1,606 萬 | 0.3% | −8,088−21.8% | 減碼 | 歷史 |
| GDYNGrid Dynamics Holdings, Inc. | CL A | 1,745,967 | $1,577 萬 | 0.3% | −260,839−13.0% | 減碼 | 歷史 |
| GSHDGoosehead Insurance, Inc. | COM CL A | 210,392 | $1,550 萬 | 0.3% | −10,191−4.6% | 減碼 | 歷史 |
| STVNStevanato Group S.p.A. | ORD SHS | 715,159 | $1,439 萬 | 0.3% | −58,017−7.5% | 減碼 | 歷史 |
| WSCWillScot Holdings Corp | COM CL A | 716,222 | $1,349 萬 | 0.3% | −33,746−4.5% | 減碼 | 歷史 |
| POWIPower Integrations Inc | COM | 357,594 | $1,271 萬 | 0.2% | −19,518−5.2% | 減碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 73,297 | $1,145 萬 | 0.2% | −119,935−62.1% | 減碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 52,551 | $1,099 萬 | 0.2% | +10,560+25.1% | 加碼 | – |
| BBSIBarrett Business Services Inc | COM | 295,543 | $1,070 萬 | 0.2% | −30,641−9.4% | 減碼 | 歷史 |
| INSPInspire Medical Systems, Inc. | COM | 97,111 | $895.7 萬 | 0.2% | −6,460−6.2% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 31,843 | $865.7 萬 | 0.2% | −164−0.5% | 減碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 223,103 | $846.9 萬 | 0.2% | −94,703−29.8% | 減碼 | 歷史 |
| PHRPhreesia, Inc. | COM | 459,047 | $776.7 萬 | 0.1% | −46,321−9.2% | 減碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 15,576 | $503.1 萬 | 0.1% | +6,250+67.0% | 加碼 | – |
| KIDSOrthopediatrics Corp | COM | 268,265 | $476.4 萬 | 0.1% | −25,599−8.7% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 7,255 | $455.0 萬 | 0.1% | +7,255 | 新進 | – |
| Vanguard Index FDS922908710 | COM | 7,185 | $454.0 萬 | 0.1% | −30.0% | 減碼 | – |
| LINLinde PLC | Stock | 9,657 | $411.8 萬 | 0.1% | −654−6.3% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 33,135 | $369.2 萬 | 0.1% | −190−0.6% | 減碼 | 歷史 |
2025 年第 3 季之後清倉(14 檔)
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| KRNTKornit Digital Ltd. | SHS | 1,197,445 | $1,617 萬 | 0.3% | 歷史 |
| JAMFJamf Holding Corp. | COM | 1,099,637 | $1,177 萬 | 0.2% | 歷史 |
| ZSZscaler, Inc. | Stock | 4,148 | $124.3 萬 | <0.1% | 歷史 |
| BTTBlackRock Municipal 2030 Target Term Trust | COM SHS BEN IN | 40,929 | $91.9 萬 | <0.1% | 歷史 |
| DGDollar General Corp | COM | 4,973 | $51.2 萬 | <0.1% | 歷史 |
| SYMSymbotic Inc. | Stock | 9,219 | $49.7 萬 | <0.1% | 歷史 |
| BTZBlackRock Credit Allocation Income Trust | COM | 43,627 | $48.2 萬 | <0.1% | 歷史 |
| MMUWestern Asset Managed Municipals Fund Inc. | COM | 41,109 | $42.5 萬 | <0.1% | 歷史 |
| VKQInvesco Municipal Trust | COM | 31,612 | $30.5 萬 | <0.1% | 歷史 |
| EVVEaton Vance Ltd Duration Income Fund | COM | 24,878 | $25.3 萬 | <0.1% | 歷史 |
| L Oreal Co ADR502117203 | COM | 2,383 | $20.6 萬 | <0.1% | – |
| SONYSony Group Corp | SPONSORED ADR | 7,075 | $20.4 萬 | <0.1% | 歷史 |
| M3 Inc55379N106 | COM | 10,998 | $9.18 萬 | <0.1% | – |
| Unicharm Corp Sponsored ADR90460M204 | ADR | 22,103 | $7.12 萬 | <0.1% | – |