Riverbridge Partners LLC
- SEC CIK
- 0001112325
- 最新申報
- 2026/7/13
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/13 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 198
- 較 2026 年第 1 季 +6
- 總值
- $35.8 億
- 較 2026 年第 1 季 −$5.05 億 (−12.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 998,902 | $2.00 億 | 5.6% | −157,641−13.6% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 413,524 | $1.54 億 | 4.3% | −46,282−10.1% | 減碼 | 歷史 |
| HEIHeico Corp | COM | 361,213 | $1.29 億 | 3.6% | −45,013−11.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 504,618 | $1.20 億 | 3.4% | −57,421−10.2% | 減碼 | 歷史 |
| RBARB Global Inc. | COM | 1,027,992 | $1.20 億 | 3.3% | −247,392−19.4% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 295,295 | $1.17 億 | 3.3% | −51,370−14.8% | 減碼 | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 183,941 | $9,741 萬 | 2.7% | −53,466−22.5% | 減碼 | 歷史 |
| FASTFastenal Co | Stock | 2,001,710 | $9,614 萬 | 2.7% | −220,172−9.9% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 239,570 | $8,562 萬 | 2.4% | −28,296−10.6% | 減碼 | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 232,514 | $8,347 萬 | 2.3% | −28,928−11.1% | 減碼 | 歷史 |
| LOPEGrand Canyon Education, Inc. | COM | 555,692 | $7,953 萬 | 2.2% | −160,894−22.5% | 減碼 | 歷史 |
| PRVAPrivia Health Group, Inc. | COM | 2,998,597 | $7,715 萬 | 2.2% | −919,351−23.5% | 減碼 | 歷史 |
| FIVEFive Below, Inc | COM | 428,994 | $7,713 萬 | 2.2% | −143,307−25.0% | 減碼 | 歷史 |
| TYLTyler Technologies Inc | COM | 251,422 | $7,353 萬 | 2.1% | −4,991−1.9% | 減碼 | 歷史 |
| ENSGEnsign Group, Inc | COM | 440,086 | $7,055 萬 | 2.0% | −129,259−22.7% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 189,147 | $6,683 萬 | 1.9% | −21,007−10.0% | 減碼 | 歷史 |
| KNSLKinsale Capital Group, Inc. | Stock | 185,530 | $6,119 萬 | 1.7% | −60,706−24.7% | 減碼 | 歷史 |
| KAIKadant Inc | COM | 194,573 | $6,114 萬 | 1.7% | −57,657−22.9% | 減碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 313,378 | $5,562 萬 | 1.6% | +5,661+1.8% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 129,844 | $5,288 萬 | 1.5% | −14,371−10.0% | 減碼 | 歷史 |
| WSOWatsco Inc | COM | 120,334 | $5,015 萬 | 1.4% | −11,404−8.7% | 減碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 272,866 | $4,899 萬 | 1.4% | −18,826−6.5% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 490,814 | $4,873 萬 | 1.4% | −58,970−10.7% | 減碼 | 歷史 |
| ROLRollins Inc | COM | 1,126,020 | $4,700 萬 | 1.3% | −116,565−9.4% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 107,923 | $4,539 萬 | 1.3% | −13,717−11.3% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 107,378 | $4,463 萬 | 1.2% | −10,981−9.3% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 126,874 | $4,353 萬 | 1.2% | −14,791−10.4% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 223,404 | $4,255 萬 | 1.2% | +579+0.3% | 加碼 | 歷史 |
| FRPTFreshpet, Inc. | Stock | 675,318 | $3,992 萬 | 1.1% | −247,705−26.8% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 386,968 | $3,954 萬 | 1.1% | −40,912−9.6% | 減碼 | 歷史 |
| GKOSGLAUKOS Corp | COM | 282,089 | $3,942 萬 | 1.1% | −151,139−34.9% | 減碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 73,440 | $3,866 萬 | 1.1% | −9,084−11.0% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 73,993 | $3,840 萬 | 1.1% | −6,786−8.4% | 減碼 | 歷史 |
| CTASCintas Corp | Stock | 222,153 | $3,778 萬 | 1.1% | −7,005−3.1% | 減碼 | 歷史 |
| PCTYPaylocity Holding Corp | COM | 328,366 | $3,432 萬 | 1.0% | −133,653−28.9% | 減碼 | 歷史 |
| GWREGuidewire Software, Inc. | COM | 266,959 | $3,285 萬 | 0.9% | +37,447+16.3% | 加碼 | 歷史 |
| CGNXCognex Corp | COM | 444,577 | $3,220 萬 | 0.9% | −270,766−37.9% | 減碼 | 歷史 |
| FNDFloor & Decor Holdings, Inc. | CL A | 524,882 | $3,116 萬 | 0.9% | −130,529−19.9% | 減碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 1,091,535 | $3,091 萬 | 0.9% | −135,856−11.1% | 減碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 436,507 | $3,084 萬 | 0.9% | −172,409−28.3% | 減碼 | 歷史 |
| FICOFair Isaac Corp | COM | 24,897 | $2,975 萬 | 0.8% | −2,004−7.4% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 410,274 | $2,929 萬 | 0.8% | −53,309−11.5% | 減碼 | 歷史 |
| AAONAaon, Inc. | COM PAR $0.004 | 208,611 | $2,646 萬 | 0.7% | −93,758−31.0% | 減碼 | 歷史 |
| SSDSimpson Manufacturing Co., Inc. | COM | 124,379 | $2,604 萬 | 0.7% | −56,598−31.3% | 減碼 | 歷史 |
| SNPSSynopsys Inc | COM | 56,481 | $2,519 萬 | 0.7% | +7,363+15.0% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 60,313 | $2,505 萬 | 0.7% | −6,965−10.4% | 減碼 | 歷史 |
| ENTGEntegris Inc | COM | 137,455 | $2,472 萬 | 0.7% | −75,880−35.6% | 減碼 | 歷史 |
| RGENRepligen Corp | COM | 172,507 | $2,354 萬 | 0.7% | −85,969−33.3% | 減碼 | 歷史 |
| BROSDutch Bros Inc. | CL A | 317,628 | $2,281 萬 | 0.6% | −193,775−37.9% | 減碼 | 歷史 |
| GLOBGlobant S.A. | COM | 769,815 | $2,228 萬 | 0.6% | +82,004+11.9% | 加碼 | 歷史 |
| WKWorkiva Inc | COM CL A | 436,284 | $2,116 萬 | 0.6% | −214,959−33.0% | 減碼 | 歷史 |
| EXPOExponent Inc | COM | 359,934 | $2,115 萬 | 0.6% | −173,185−32.5% | 減碼 | 歷史 |
| Riverbridge Growth Fund - Inst46141P404 | COM | 784,937 | $2,102 萬 | 0.6% | −56,090−6.7% | 減碼 | – |
| CSWCSW Industrials, Inc. | COM | 73,442 | $2,044 萬 | 0.6% | −42,209−36.5% | 減碼 | 歷史 |
| DSGXDescartes Systems Group Inc | COM | 291,102 | $2,016 萬 | 0.6% | −160,320−35.5% | 減碼 | 歷史 |
| SAPSAP SE | ADR | 125,736 | $1,938 萬 | 0.5% | −13,203−9.5% | 減碼 | 歷史 |
| TRNSTranscat Inc | COM | 202,389 | $1,878 萬 | 0.5% | −108,087−34.8% | 減碼 | 歷史 |
| AGYSAgilysys Inc | COM | 179,573 | $1,877 萬 | 0.5% | −76,481−29.9% | 減碼 | 歷史 |
| ALRMAlarm.com Holdings, Inc. | COM | 394,872 | $1,845 萬 | 0.5% | −197,982−33.4% | 減碼 | 歷史 |
| FWRGFirst Watch Restaurant Group, Inc. | COM | 1,348,632 | $1,738 萬 | 0.5% | −743,068−35.5% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 101,205 | $1,585 萬 | 0.4% | −64,054−38.8% | 減碼 | 歷史 |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 2,907,042 | $1,500 萬 | 0.4% | −1,574,042−35.1% | 減碼 | 歷史 |
| OPCHOption Care Health, Inc. | COM NEW | 650,568 | $1,364 萬 | 0.4% | −333,792−33.9% | 減碼 | 歷史 |
| ACVAACV Auctions Inc. | COM CL A | 1,839,453 | $1,323 萬 | 0.4% | −848,006−31.6% | 減碼 | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 56,703 | $1,286 萬 | 0.4% | −7,085−11.1% | 減碼 | 歷史 |
| LOARLoar Holdings Inc. | COM SHS | 153,080 | $1,234 萬 | 0.3% | −105,336−40.8% | 減碼 | 歷史 |
| CASYCaseys General Stores Inc | COM | 15,224 | $1,210 萬 | 0.3% | −2,388−13.6% | 減碼 | 歷史 |
| PNTGPennant Group, Inc. | COM | 315,832 | $1,167 萬 | 0.3% | −345,219−52.2% | 減碼 | 歷史 |
| POWIPower Integrations Inc | COM | 138,538 | $1,160 萬 | 0.3% | −197,530−58.8% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 26,919 | $1,147 萬 | 0.3% | +26,919 | 新進 | 歷史 |
| RBCRBC Bearings INC | COM | 17,797 | $1,146 萬 | 0.3% | −2,589−12.7% | 減碼 | 歷史 |
| TOSTToast, Inc. | Stock | 399,492 | $1,111 萬 | 0.3% | −60,315−13.1% | 減碼 | 歷史 |
| BOOTBoot Barn Holdings, Inc. | COM | 67,475 | $1,108 萬 | 0.3% | +67,475 | 新進 | 歷史 |
| STVNStevanato Group S.p.A. | ORD SHS | 600,514 | $1,085 萬 | 0.3% | −72,634−10.8% | 減碼 | 歷史 |
| DVDoubleVerify Holdings, Inc. | COM | 972,989 | $1,055 萬 | 0.3% | −469,825−32.6% | 減碼 | 歷史 |
| GRDNGuardian Pharmacy Services, Inc. | CL A | 244,585 | $1,024 萬 | 0.3% | +244,585 | 新進 | 歷史 |
| HLMNHillman Solutions Corp. | COM | 1,202,992 | $1,015 萬 | 0.3% | −851,596−41.4% | 減碼 | 歷史 |
| CWSTCasella Waste Systems Inc | CL A | 102,979 | $998.6 萬 | 0.3% | −70,226−40.5% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 31,263 | $904.6 萬 | 0.3% | −606−1.9% | 減碼 | 歷史 |
| LMATLemaitre Vascular Inc | COM | 88,467 | $848.9 萬 | 0.2% | −17,132−16.2% | 減碼 | 歷史 |
| APPFAppfolio Inc | COM CL A | 50,837 | $815.2 萬 | 0.2% | −37,275−42.3% | 減碼 | 歷史 |
| PIImpinj Inc | COM | 56,028 | $802.5 萬 | 0.2% | +56,028 | 新進 | 歷史 |
| TWFGTWFG, Inc. | COM CL A | 332,658 | $800.0 萬 | 0.2% | −216,956−39.5% | 減碼 | 歷史 |
| WHDCactus, Inc. | CL A | 152,967 | $783.6 萬 | 0.2% | +152,967 | 新進 | 歷史 |
| JKHYJack Henry & Associates Inc | Stock | 54,164 | $746.1 萬 | 0.2% | −8,881−14.1% | 減碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 41,537 | $700.6 萬 | 0.2% | −6,381−13.3% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 8,512 | $637.4 萬 | 0.2% | −7,835−47.9% | 減碼 | – |
| BBSIBarrett Business Services Inc | COM | 171,205 | $608.1 萬 | 0.2% | −113,072−39.8% | 減碼 | 歷史 |
| DOCSDoximity, Inc. | CL A | 281,219 | $583.2 萬 | 0.2% | −208,523−42.6% | 減碼 | 歷史 |
| GSHDGoosehead Insurance, Inc. | COM CL A | 115,819 | $561.7 萬 | 0.2% | −79,998−40.9% | 減碼 | 歷史 |
| GDYNGrid Dynamics Holdings, Inc. | CL A | 986,450 | $560.3 萬 | 0.2% | −440,959−30.9% | 減碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 22,413 | $551.8 萬 | 0.2% | −1,214−5.1% | 減碼 | – |
| Vanguard Index FDS922908710 | COM | 7,181 | $496.9 萬 | 0.1% | −30.0% | 減碼 | – |
| ECLEcolab Inc. | Stock | 13,173 | $367.0 萬 | 0.1% | −191−1.4% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 23,378 | $354.2 萬 | 0.1% | −275−1.2% | 減碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 8,718 | $343.4 萬 | 0.1% | −2,426−21.8% | 減碼 | – |
| SNASnap-on Inc | COM | 8,304 | $334.2 萬 | 0.1% | −109−1.3% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 1,674 | $333.0 萬 | 0.1% | −107−6.0% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 6,689 | $331.2 萬 | 0.1% | −96−1.4% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 6,809 | $325.2 萬 | 0.1% | −277−3.9% | 減碼 | 歷史 |
2026 年第 1 季之後清倉（11 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| WSCWillScot Holdings Corp | COM CL A | 669,142 | $1,162 萬 | 0.3% | 歷史 |
| ALKTAlkami Technology, Inc. | Stock | 688,980 | $1,080 萬 | 0.3% | 歷史 |
| INSPInspire Medical Systems, Inc. | COM | 92,494 | $477.1 萬 | 0.1% | 歷史 |
| MCRMFS Charter Income Trust | SH BEN INT | 207,236 | $125.6 萬 | <0.1% | 歷史 |
| CCAPCrescent Capital BDC, Inc. | COM | 102,056 | $124.0 萬 | <0.1% | 歷史 |
| WDAYWorkday, Inc. | CL A | 3,994 | $51.9 萬 | <0.1% | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 3,348 | $40.7 萬 | <0.1% | 歷史 |
| CXEMFS High Income Municipal Trust | SH BEN INT | 101,715 | $37.7 萬 | <0.1% | 歷史 |
| BITBlackRock Multi-Sector Income Trust | COM | 26,326 | $33.0 萬 | <0.1% | 歷史 |
| BAESYBae Systems PLC | ADR | 1,897 | $22.1 萬 | <0.1% | 歷史 |
| Chugai Pharmaceutical Co Ltd ADR171269103 | ADR | 7,825 | $21.5 萬 | <0.1% | – |