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
186 檔
33.4%
在 Q3 2025 申报期间，Riverbridge Partners LLC（CIK: 0001112325）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$35.8亿，共持有 186 个公开申报仓位。
在 Q3 2025，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 33 个仓位并完全清仓 5 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, MSFT, HEI 等）合计占整体申报市值的 33.4%，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 | 5.43% | +0.64% | -6.35% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.51% | +0.14% | -3.57% | |
| 3 | HEI | Heico CORP | 股票-工业 | 3.56% | +0.86% | -8.43% | |
| 4 | LOPE | Grand Canyon Education Inc | 股票-非周期性消费 | 3.53% | -0.76% | -13.69% | |
| 5 | MEDP | Medpace Holdings Inc | 股票-医疗保健 | 3.17% | -0.07% | -15.88% | |
| 6 | RBA | Rb Global Inc | 股票-工业 | 3.04% | +0.35% | -5.93% | |
| 7 | FIVE | Five Below | 股票-周期性消费 | 2.50% | -1.05% | -6.61% | |
| 8 | TYL | Tyler Technologies Inc | 股票-科技 | 2.37% | -0.10% | -4.70% | |
| 9 | CSGP | Costar Group Inc | 股票-房地产 | 2.36% | -0.35% | -5.41% | |
| 10 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.34% | +0.50% | -3.25% | |
| 11 | ENSG | Ensign Group Inc/the | 股票-医疗保健 | 2.22% | -0.84% | -12.18% | |
| 12 | KNSL | Kinsale Capital Group Inc | 股票-金融 | 2.08% | -0.35% | +11.11% | |
| 13 | FAST | Fastenal Co | 股票-工业 | 2.07% | +0.16% | -4.23% | |
| 14 | ROL | Rollins Inc | 股票-周期性消费 | 1.98% | -0.31% | -5.25% | |
| 15 | PRVA | Privia Health Group Inc | 股票-其他 | 1.95% | +0.18% | -6.35% | |
| 16 | WK | Workiva Inc | 股票-科技 | 1.88% | -0.36% | -6.18% | |
| 17 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 1.75% | +0.23% | -3.41% | |
| 18 | ADI | Analog Devices Inc | 股票-科技 | 1.61% | +0.58% | -3.36% | |
| 19 | WST | West Pharmaceutical Services | 股票-医疗保健 | 1.60% | +0.73% | -5.47% | |
| 20 | PAYC | Paycom Software Inc | 股票-科技 | 1.56% | -0.01% | EXIT | |
| 21 | PCTY | Paylocity Holding CORP | 股票-科技 | 1.55% | -0.26% | -7.43% | |
| 22 | NOW | Servicenow Inc | 股票-科技 | 1.54% | -0.05% | -3.60% | |
| 23 | TSLA | Tesla Inc | 股票-周期性消费 | 1.41% | +0.16% | -5.42% | |
| 24 | SPGI | S&p Global Inc | 股票-金融 | 1.33% | -0.02% | -3.55% | |
| 25 | VRSK | Verisk Analytics Inc | 股票-工业 | 1.32% | +0.02% | -1.53% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.26% | +0.50% | -3.23% | |
| 27 | FND | Floor & Decor Holdings Inc-a | 股票-周期性消费 | 1.14% | +0.06% | -5.26% | |
| 28 | GWRE | Guidewire Software Inc | 股票-科技 | 1.10% | +0.08% | -5.02% | |
| 29 | FRPT | Freshpet Inc | 股票-非周期性消费 | 1.08% | -0.22% | -8.51% | |
| 30 | NFLX | Netflix Inc | 股票-通信服务 | 1.06% | -0.27% | -4.28% | |
| 31 | IDXX | Idexx Laboratories Inc | 股票-医疗保健 | 1.03% | -0.05% | -3.92% | |
| 32 | KAI | Kadant Inc | 股票-其他 | 1.00% | -0.09% | -8.02% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.00% | +0.39% | -3.92% | |
| 34 | CCC | Ccc Intelligent Solutions Ho | 股票-科技 | 0.95% | -0.24% | -7.62% | |
| 35 | ALKT | Alkami Technology Inc | 股票-其他 | 0.94% | -0.26% | EXIT | |
| 36 | DSGX | Descartes Systems Grp/the | 股票-科技 | 0.94% | -0.23% | -7.73% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.92% | +0.17% | -3.89% | |
| 38 | GLOB | Globant S.A. | 股票-科技 | 0.86% | -0.16% | -7.43% | |
| 39 | TECH | Bio-techne CORP | 股票-医疗保健 | 0.85% | +0.08% | -5.07% | |
| 40 | DHR | Danaher CORP | 股票-医疗保健 | 0.84% | +0.16% | -3.75% | |
| 41 | SPSC | Sps Commerce Inc | 股票-科技 | 0.83% | -0.52% | -9.10% | |
| 42 | GKOS | Glaukos CORP | 股票-医疗保健 | 0.78% | -0.04% | +41.01% | |
| 43 | RGEN | Repligen CORP | 股票-医疗保健 | 0.77% | -0.09% | -6.70% | |
| 44 | CGNX | Cognex CORP | 股票-科技 | 0.77% | +0.04% | -6.80% | |
| 45 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.77% | +0.47% | -3.35% | |
| 46 | CRM | Salesforce Inc | 股票-科技 | 0.74% | -0.32% | -3.66% | |
| 47 | SSD | Simpson Manufacturing Co Inc | 股票-原材料 | 0.74% | -0.03% | -7.00% | |
| 48 | ALRM | Alarm.com Holdings Inc | 股票-其他 | 0.73% | -0.11% | -7.62% | |
| 49 | ENTG | Entegris Inc | 股票-科技 | 0.69% | +0.08% | +62.68% | |
| 50 | DOCS | Doximity Inc-class A | 股票-医疗保健 | 0.69% | -0.12% | -40.85% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.1% | -6.35% | 减仓 |
| 2 | MSFT | Microsoft CORP | +1.2% | -3.57% | 减仓 |
| 3 | FIVE | Five Below | +1.1% | -6.61% | 减仓 |
| 4 | MEDP | Medpace Holdings Inc | +0.8% | -15.88% | 减仓 |
| 5 | TSLA | Tesla Inc | +0.6% | -5.42% | 减仓 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.5% | -3.23% | 减仓 |
| 7 | FAST | Fastenal Co | +0.4% | -4.23% | 加仓 |
| 8 | VEEV | Veeva Systems Inc-class A | +0.4% | -3.41% | 减仓 |
| 9 | GOOG | Alphabet Inc-cl C | +0.4% | -3.92% | 减仓 |
| 10 | IDXX | Idexx Laboratories Inc | +0.3% | -3.92% | 减仓 |
| 11 | GKOS | Glaukos CORP | +0.3% | +41.01% | 加仓 |
| 12 | TECH | Bio-techne CORP | +0.3% | -5.07% | 加仓 |
| 13 | GWRE | Guidewire Software Inc | -0.2% | -5.02% | 减仓 |
| 14 | KNSL | Kinsale Capital Group Inc | -0.2% | +11.11% | 减仓 |
| 15 | BL | Blackline Inc | -0.2% | -7.51% | 减仓 |
| 16 | ✓ | -0.2% | -7.67% | 减仓 | |
| 17 | CRL | Charles River Laboratories | -0.2% | -6.23% | 减仓 |
| 18 | PAYC | Paycom Software Inc | -0.2% | -5.39% | 减仓 |
| 19 | FND | Floor & Decor Holdings Inc-a | -0.2% | -5.26% | 减仓 |
| 20 | DSGX | Descartes Systems Grp/the | -0.2% | -7.73% | 减仓 |
| 21 | GSHD | Goosehead Insurance Inc -a | -0.2% | -8.23% | 减仓 |
| 22 | WSO | Watsco Inc | -0.3% | -6.75% | 减仓 |
| 23 | RBA | Rb Global Inc | -0.3% | -5.93% | 减仓 |
| 24 | VRSK | Verisk Analytics Inc | -0.3% | -1.53% | 减仓 |
| 25 | ✓ | Kornit Digital Ltd. | -0.3% | -22.15% | 减仓 |
| 26 | CHE | Chemed CORP | -0.3% | -8.11% | 减仓 |
| 27 | FRPT | Freshpet Inc | -0.3% | -8.51% | 加仓 |
| 28 | GDDY | Godaddy Inc - Class A | -0.3% | -7.05% | 减仓 |
| 29 | DOCS | Doximity Inc-class A | -0.3% | -40.85% | 减仓 |
| 30 | KAI | Kadant Inc | -0.3% | -8.02% | 减仓 |
| 31 | GDYN | Grid Dynamics Holdings Inc | -0.4% | -11.20% | 减仓 |
| 32 | UNH | Unitedhealth Group Inc | -0.4% | -3.35% | 减仓 |
| 33 | SPSC | Sps Commerce Inc | -0.4% | -9.10% | 减仓 |
| 34 | TYL | Tyler Technologies Inc | -0.4% | -4.70% | 减仓 |
| 35 | CRM | Salesforce Inc | -0.5% | -3.66% | 减仓 |
| 36 | PCTY | Paylocity Holding CORP | -0.6% | -7.43% | 减仓 |
| 37 | GLOB | Globant S.A. | -1.1% | -7.43% | 减仓 |
| 38 | AKX | Ansys Inc | — | EXIT | 清仓 |
| 39 | ✓ | Paycor Hcm Inc Com | — | EXIT | 清仓 |
| 40 | SNPS | Synopsys Inc | — | NEW | 新建仓 |
| 41 | CWAN | Clearwater Analytics Holdings, Inc. | — | NEW | 新建仓 |
| 42 | CASY | Casey's General Stores Inc | — | NEW | 新建仓 |
| 43 | AAON | Aaon Inc | — | NEW | 新建仓 |
| 44 | USPH | U.s. Physical Therapy Inc | — | EXIT | 清仓 |
| 45 | CERT | Certara Inc | — | EXIT | 清仓 |
| 46 | BROS | Dutch Bros Inc-class A | — | NEW | 新建仓 |
| 47 | FWRG | First Watch Restaurant Group | — | NEW | 新建仓 |
| 48 | TWFG | Twfg Inc | — | NEW | 新建仓 |
| 49 | BBSI | Barrett Business Svcs Inc | — | NEW | 新建仓 |
| 50 | NEOG | Neogen CORP | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Riverbridge Partners LLC 在 Q3 2025 季度的美股持仓总市值约为 US$35.8亿，共申报了 186 个公开持股仓位。
在 Q3 2025 季度，Riverbridge Partners LLC 按市值排列的前三大核心持股分别为：NVDA (5.4%)、MSFT (4.5%)、HEI (3.6%)。其中最大持股仓位 NVDA 占据整体投资组合约 5.4% 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
SNPS
市值: US$2668.3万
本季最大获利了结 / 清仓标的
AKX
前期市值: US$1.0亿
在 Q3 2025 季度中，Riverbridge Partners LLC 共进行了 50 项持仓异动，包含新建仓 8 个仓位、加仓 4 个仓位、减仓 33 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 SNPS。 本季清仓仓位包含 AKX。
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。