13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
AlphaSMO 权威研究指南阅读专题
CIK: 0001112325
申报总市值
US$35.8亿
US$35.8亿
179 檔
33.2%
Riverbridge Partners LLC 在 Q4 2024 季度的美股仓位总计估值为 US$35.8亿，分散于 179 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q4 2024，Riverbridge Partners LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 42 个仓位并完全清仓 2 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Riverbridge Partners LLC 的前 5 大核心持股（包含 NVDA, GLOB, MSFT 等）合计占整体申报市值的 33.2%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | 股票-科技 | 3.63% | +0.64% | -4.18% | |
| 2 | GLOB | Globant S.A. | 股票-科技 | 3.35% | -0.16% | -6.06% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.23% | +0.14% | -3.32% | |
| 4 | LOPE | Grand Canyon Education Inc | 股票-非周期性消费 | 3.19% | -0.76% | -6.16% | |
| 5 | HEI | Heico CORP | 股票-工业 | 2.81% | +0.86% | -4.94% | |
| 6 | RBA | Rb Global Inc | 股票-工业 | 2.75% | +0.35% | -19.24% | |
| 7 | TYL | Tyler Technologies Inc | 股票-科技 | 2.49% | -0.10% | -11.03% | |
| 8 | WK | Workiva Inc | 股票-科技 | 2.46% | -0.36% | -6.05% | |
| 9 | MEDP | Medpace Holdings Inc | 股票-医疗保健 | 2.35% | -0.07% | -6.18% | |
| 10 | GWRE | Guidewire Software Inc | 股票-科技 | 2.08% | +0.08% | -5.90% | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.05% | +0.50% | -3.46% | |
| 12 | ENSG | Ensign Group Inc/the | 股票-医疗保健 | 2.05% | -0.84% | -6.26% | |
| 13 | PCTY | Paylocity Holding CORP | 股票-科技 | 1.96% | -0.26% | -6.58% | |
| 14 | WST | West Pharmaceutical Services | 股票-医疗保健 | 1.95% | +0.73% | -4.70% | |
| 15 | KNSL | Kinsale Capital Group Inc | 股票-金融 | 1.94% | -0.35% | -6.37% | |
| 16 | CSGP | Costar Group Inc | 股票-房地产 | 1.90% | -0.35% | +5.53% | |
| 17 | FRPT | Freshpet Inc | 股票-非周期性消费 | 1.76% | -0.22% | -7.37% | |
| 18 | FIVE | Five Below | 股票-周期性消费 | 1.72% | -1.05% | -7.74% | |
| 19 | SPSC | Sps Commerce Inc | 股票-科技 | 1.64% | -0.52% | -7.18% | |
| 20 | AKX | Ansys Inc | 股票-其他 | 1.60% | — | -5.39% | |
| 21 | FND | Floor & Decor Holdings Inc-a | 股票-周期性消费 | 1.57% | +0.06% | -6.04% | |
| 22 | PRVA | Privia Health Group Inc | 股票-其他 | 1.55% | +0.18% | +19.70% | |
| 23 | NOW | Servicenow Inc | 股票-科技 | 1.55% | -0.05% | -4.30% | |
| 24 | ROL | Rollins Inc | 股票-周期性消费 | 1.52% | -0.31% | -4.89% | |
| 25 | PAYC | Paycom Software Inc | 股票-科技 | 1.49% | -0.01% | EXIT | |
| 26 | CRM | Salesforce Inc | 股票-科技 | 1.38% | -0.32% | -3.47% | |
| 27 | FAST | Fastenal Co | 股票-工业 | 1.34% | +0.16% | -36.02% | |
| 28 | VRSK | Verisk Analytics Inc | 股票-工业 | 1.33% | +0.02% | -4.21% | |
| 29 | KAI | Kadant Inc | 股票-其他 | 1.28% | -0.09% | -7.14% | |
| 30 | DSGX | Descartes Systems Grp/the | 股票-科技 | 1.24% | -0.23% | -7.54% | |
| 31 | ADI | Analog Devices Inc | 股票-科技 | 1.21% | +0.58% | -3.53% | |
| 32 | SPGI | S&p Global Inc | 股票-金融 | 1.19% | -0.02% | -3.44% | |
| 33 | TSLA | Tesla Inc | 股票-周期性消费 | 1.17% | +0.16% | -3.46% | |
| 34 | ACVA | Acv Auctions Inc-a | 股票-其他 | 1.12% | +0.09% | -6.96% | |
| 35 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 1.08% | +0.23% | -3.23% | |
| 36 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.01% | +0.47% | -3.95% | |
| 37 | BL | Blackline Inc | 股票-科技 | 0.98% | — | -7.54% | |
| 38 | ALKT | Alkami Technology Inc | 股票-其他 | 0.95% | -0.26% | EXIT | |
| 39 | CCC | Ccc Intelligent Solutions Ho | 股票-科技 | 0.94% | -0.24% | -6.90% | |
| 40 | ALRM | Alarm.com Holdings Inc | 股票-其他 | 0.92% | -0.11% | -7.17% | |
| 41 | GDDY | Godaddy Inc - Class A | 股票-科技 | 0.92% | -0.18% | -6.56% | |
| 42 | RGEN | Repligen CORP | 股票-医疗保健 | 0.89% | -0.09% | -9.16% | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.88% | +0.50% | -4.73% | |
| 44 | GDYN | Grid Dynamics Holdings Inc | 股票-其他 | 0.87% | -0.04% | -7.55% | |
| 45 | DOCS | Doximity Inc-class A | 股票-医疗保健 | 0.86% | -0.12% | -7.61% | |
| 46 | DHR | Danaher CORP | 股票-医疗保健 | 0.85% | +0.16% | -3.41% | |
| 47 | ✓ | Kornit Digital Ltd. | 股票-其他 | 0.81% | — | +21.10% | |
| 48 | SSD | Simpson Manufacturing Co Inc | 股票-原材料 | 0.80% | -0.03% | — | |
| 49 | ✓ | 股票-其他 | 0.79% | — | -26.15% | ||
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.75% | +0.17% | -4.06% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SSD | Simpson Manufacturing Co Inc | +0.8% | NEW | 新建仓 |
| 2 | WK | Workiva Inc | +0.6% | -6.05% | 减仓 |
| 3 | CSW | Csw Industrials Inc | +0.6% | NEW | 新建仓 |
| 4 | TSLA | Tesla Inc | +0.4% | -3.46% | 减仓 |
| 5 | PRVA | Privia Health Group Inc | +0.4% | +19.70% | 加仓 |
| 6 | INSP | Inspire Medical Systems Inc | +0.4% | NEW | 新建仓 |
| 7 | LOPE | Grand Canyon Education Inc | +0.3% | -6.16% | 减仓 |
| 8 | GDYN | Grid Dynamics Holdings Inc | +0.3% | -7.55% | 减仓 |
| 9 | AMZN | Amazon.com Inc | +0.3% | -3.46% | 减仓 |
| 10 | NVDA | Nvidia CORP | +0.3% | -4.18% | 减仓 |
| 11 | KRNT | Kornit Digital Ltd. | +0.3% | — | 加仓 |
| 12 | PCTY | Paylocity Holding CORP | +0.3% | -6.58% | 减仓 |
| 13 | PAYC | Paycom Software Inc | +0.2% | -5.23% | 减仓 |
| 14 | CRM | Salesforce Inc | +0.2% | -3.47% | 减仓 |
| 15 | NOW | Servicenow Inc | +0.2% | -4.30% | 减仓 |
| 16 | FIVE | Five Below | +0.2% | -7.74% | 减仓 |
| 17 | GDDY | Godaddy Inc - Class A | +0.2% | -6.56% | 减仓 |
| 18 | IWM | Ishares Russell 2000 ETF | +0.1% | +718.86% | 加仓 |
| 19 | NFLX | Netflix Inc | +0.1% | -3.54% | 减仓 |
| 20 | TOST | Toast Inc-class A | +0.1% | -6.14% | 减仓 |
| 21 | KNSL | Kinsale Capital Group Inc | -0.1% | -6.37% | 减仓 |
| 22 | CRL | Charles River Laboratories | -0.1% | -10.16% | 减仓 |
| 23 | JAMF | Jamf Holding CORP | -0.1% | -11.82% | 减仓 |
| 24 | MSFT | Microsoft CORP | -0.1% | -3.32% | 减仓 |
| 25 | MEDP | Medpace Holdings Inc | -0.1% | -6.18% | 减仓 |
| 26 | TECH | Bio-techne CORP | -0.1% | -6.90% | 减仓 |
| 27 | CHE | Chemed CORP | -0.1% | -7.68% | 减仓 |
| 28 | RGEN | Repligen CORP | -0.1% | -9.16% | 减仓 |
| 29 | ADI | Analog Devices Inc | -0.1% | -3.53% | 减仓 |
| 30 | NEOG | Neogen CORP | -0.1% | -11.08% | 减仓 |
| 31 | IDXX | Idexx Laboratories Inc | -0.2% | -4.11% | 减仓 |
| 32 | PNTG | Pennant Group Inc/the | -0.2% | -8.38% | 减仓 |
| 33 | CGNX | Cognex CORP | -0.2% | -10.46% | 减仓 |
| 34 | SPSC | Sps Commerce Inc | -0.2% | -7.18% | 减仓 |
| 35 | ROL | Rollins Inc | -0.2% | -4.89% | 减仓 |
| 36 | UNH | Unitedhealth Group Inc | -0.2% | -3.95% | 减仓 |
| 37 | DHR | Danaher CORP | -0.2% | -3.41% | 减仓 |
| 38 | GKOS | Glaukos CORP | -0.2% | -34.35% | 减仓 |
| 39 | RBA | Rb Global Inc | -0.2% | -19.24% | 减仓 |
| 40 | ALGN | Align Technology Inc | -0.2% | -9.68% | 减仓 |
| 41 | OPCH | Option Care Health Inc | -0.3% | -13.06% | 减仓 |
| 42 | FIVN | Five9 Inc | -0.3% | EXIT | 清仓 |
| 43 | ENSG | Ensign Group Inc/the | -0.3% | -6.26% | 减仓 |
| 44 | GWRE | Guidewire Software Inc | -0.3% | -5.90% | 减仓 |
| 45 | TYL | Tyler Technologies Inc | -0.3% | -11.03% | 减仓 |
| 46 | HEI | Heico CORP | -0.4% | -4.94% | 减仓 |
| 47 | PGNY | Progyny Inc | -0.4% | EXIT | 清仓 |
| 48 | FND | Floor & Decor Holdings Inc-a | -0.5% | -6.04% | 减仓 |
| 49 | EXPO | Exponent Inc | -0.6% | — | 减仓 |
| 50 | FAST | Fastenal Co | -0.7% | -36.02% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Riverbridge Partners LLC 在 Q4 2024 季度的美股持仓总市值约为 US$35.8亿，共申报了 179 个公开持股仓位。
在 Q4 2024 季度，Riverbridge Partners LLC 按市值排列的前三大核心持股分别为：NVDA (3.6%)、GLOB (3.4%)、MSFT (3.2%)。其中最大持股仓位 NVDA 占据整体投资组合约 3.6% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
SSD
市值: US$5841.4万
本季最大获利了结 / 清仓标的
PGNY
前期市值: US$2856.5万
在 Q4 2024 季度中，Riverbridge Partners LLC 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 3 个仓位、减仓 42 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 SSD。 本季清仓仓位包含 PGNY。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。