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
196 檔
20.9%
Riverbridge Partners LLC 在 Q1 2026 季度的美股仓位总计估值为 US$35.8亿，分散于 196 个持仓标的之中，反映其市场参与广度与投资规模。
Riverbridge Partners LLC 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 18 个全新仓位及加仓 63 档持股的同时，亦同步清仓 14 档并减仓 91 档标的。
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, FIVE 等）合计占整体申报市值的 20.9%，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 | 4.94% | +0.64% | -24.26% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.17% | +0.14% | -6.76% | |
| 3 | FIVE | Five Below | 股票-周期性消费 | 3.20% | -1.05% | -29.75% | |
| 4 | RBA | Rb Global Inc | 股票-工业 | 2.99% | +0.35% | -15.05% | |
| 5 | LOPE | Grand Canyon Education Inc | 股票-非周期性消费 | 2.98% | -0.76% | -16.00% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.86% | +0.50% | -7.52% | |
| 7 | ENSG | Ensign Group Inc/the | 股票-医疗保健 | 2.81% | -0.84% | -18.26% | |
| 8 | MEDP | Medpace Holdings Inc | 股票-医疗保健 | 2.79% | -0.07% | -13.03% | |
| 9 | HEI | Heico CORP | 股票-工业 | 2.73% | +0.86% | -31.09% | |
| 10 | ADI | Analog Devices Inc | 股票-科技 | 2.70% | +0.58% | -7.40% | |
| 11 | FAST | Fastenal Co | 股票-工业 | 2.52% | +0.16% | -6.70% | |
| 12 | TYL | Tyler Technologies Inc | 股票-科技 | 2.15% | -0.10% | +7.40% | |
| 13 | KNSL | Kinsale Capital Group Inc | 股票-金融 | 2.06% | -0.35% | -8.28% | |
| 14 | PRVA | Privia Health Group Inc | 股票-其他 | 1.97% | +0.18% | -14.52% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.89% | +0.50% | -11.18% | |
| 16 | KAI | Kadant Inc | 股票-其他 | 1.80% | -0.09% | +43.42% | |
| 17 | ROL | Rollins Inc | 股票-周期性消费 | 1.62% | -0.31% | -19.61% | |
| 18 | WST | West Pharmaceutical Services | 股票-医疗保健 | 1.60% | +0.73% | -17.94% | |
| 19 | SPGI | S&p Global Inc | 股票-金融 | 1.50% | -0.02% | -6.95% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.48% | +0.39% | -8.97% | |
| 21 | NOW | Servicenow Inc | 股票-科技 | 1.41% | -0.05% | +16.03% | |
| 22 | VRSK | Verisk Analytics Inc | 股票-工业 | 1.35% | +0.02% | -11.29% | |
| 23 | FRPT | Freshpet Inc | 股票-非周期性消费 | 1.33% | -0.22% | -8.04% | |
| 24 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 1.32% | +0.23% | -6.79% | |
| 25 | PCTY | Paylocity Holding CORP | 股票-科技 | 1.22% | -0.26% | -6.37% | |
| 26 | CSGP | Costar Group Inc | 股票-房地产 | 1.21% | -0.35% | -15.50% | |
| 27 | WSO | Watsco Inc | 股票-工业 | 1.17% | +0.23% | +89.80% | |
| 28 | GKOS | Glaukos CORP | 股票-医疗保健 | 1.14% | -0.04% | -19.05% | |
| 29 | IDXX | Idexx Laboratories Inc | 股票-医疗保健 | 1.13% | -0.05% | -8.00% | |
| 30 | TSLA | Tesla Inc | 股票-周期性消费 | 1.11% | +0.16% | -8.50% | |
| 31 | NFLX | Netflix Inc | 股票-通信服务 | 1.09% | -0.27% | -8.03% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 1.05% | +0.17% | -7.36% | |
| 33 | DHR | Danaher CORP | 股票-医疗保健 | 1.03% | +0.16% | -7.39% | |
| 34 | ✓ | 股票-其他 | 0.98% | — | +736.48% | ||
| 35 | LIN | Linde plc | 股票-原材料 | 0.98% | +0.09% | — | |
| 36 | WK | Workiva Inc | 股票-科技 | 0.95% | -0.36% | -43.54% | |
| 37 | CTAS | Cintas CORP | 股票-工业 | 0.95% | +0.11% | +7.73% | |
| 38 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.94% | +0.16% | -5.23% | |
| 39 | CGNX | Cognex CORP | 股票-科技 | 0.86% | +0.04% | -17.50% | |
| 40 | ✓ | 股票-其他 | 0.85% | — | -3.80% | ||
| 41 | EXPO | Exponent Inc | 股票-工业 | 0.85% | -0.26% | — | |
| 42 | GWRE | Guidewire Software Inc | 股票-科技 | 0.84% | +0.08% | -7.78% | |
| 43 | FND | Floor & Decor Holdings Inc-a | 股票-周期性消费 | 0.81% | +0.06% | -5.90% | |
| 44 | DSGX | Descartes Systems Grp/the | 股票-科技 | 0.79% | -0.23% | -15.52% | |
| 45 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.78% | +0.47% | -4.50% | |
| 46 | TECH | Bio-techne CORP | 股票-医疗保健 | 0.78% | +0.08% | -22.51% | |
| 47 | GLOB | Globant S.A. | 股票-科技 | 0.78% | -0.16% | -10.53% | |
| 48 | SSD | Simpson Manufacturing Co Inc | 股票-原材料 | 0.76% | -0.03% | -19.26% | |
| 49 | CRM | Salesforce Inc | 股票-科技 | 0.75% | -0.32% | -7.39% | |
| 50 | RGEN | Repligen CORP | 股票-医疗保健 | 0.75% | -0.09% | -17.52% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | +0.9% | +736.48% | 加仓 | |
| 2 | KAI | Kadant Inc | +0.9% | +43.42% | 加仓 |
| 3 | ADI | Analog Devices Inc | +0.8% | -7.40% | 减仓 |
| 4 | WSO | Watsco Inc | +0.7% | +89.80% | 加仓 |
| 5 | FAST | Fastenal Co | +0.7% | -6.70% | 减仓 |
| 6 | ENSG | Ensign Group Inc/the | +0.5% | -18.26% | 减仓 |
| 7 | FIVE | Five Below | +0.3% | -29.75% | 减仓 |
| 8 | LOPE | Grand Canyon Education Inc | +0.3% | -16.00% | 减仓 |
| 9 | BROS | Dutch Bros Inc-class A | +0.3% | +67.61% | 加仓 |
| 10 | CGNX | Cognex CORP | +0.3% | -17.50% | 减仓 |
| 11 | AMZN | Amazon.com Inc | +0.2% | -7.52% | 减仓 |
| 12 | FWRG | First Watch Restaurant Group | +0.2% | +90.84% | 加仓 |
| 13 | SBUX | Starbucks CORP | +0.2% | -5.23% | 减仓 |
| 14 | TRNS | Transcat Inc | +0.2% | -8.01% | 减仓 |
| 15 | NFLX | Netflix Inc | +0.2% | -8.03% | 减仓 |
| 16 | CTAS | Cintas CORP | +0.2% | +7.73% | 加仓 |
| 17 | MSI | Motorola Solutions Inc | +0.2% | -6.86% | 减仓 |
| 18 | FRPT | Freshpet Inc | +0.2% | -8.04% | 减仓 |
| 19 | POWI | Power Integrations Inc | +0.2% | -6.02% | 减仓 |
| 20 | ✓ | +0.1% | -3.80% | 减仓 | |
| 21 | TYL | Tyler Technologies Inc | +0.1% | +7.40% | 加仓 |
| 22 | GOOGL | Alphabet Inc-cl A | +0.1% | -11.18% | 减仓 |
| 23 | GOOG | Alphabet Inc-cl C | +0.1% | -8.97% | 减仓 |
| 24 | SNPS | Synopsys Inc | +0.1% | +20.72% | 加仓 |
| 25 | PNTG | Pennant Group Inc/the | +0.1% | -6.17% | 减仓 |
| 26 | AAON | Aaon Inc | +0.1% | -14.67% | 减仓 |
| 27 | RBA | Rb Global Inc | +0.1% | -15.05% | 减仓 |
| 28 | KNSL | Kinsale Capital Group Inc | +0.1% | -8.28% | 减仓 |
| 29 | SSD | Simpson Manufacturing Co Inc | +0.1% | -19.26% | 减仓 |
| 30 | ENTG | Entegris Inc | +0.1% | -38.16% | 减仓 |
| 31 | RIVBX | Riverbridge Growth-inst | +0.1% | +1.02% | 加仓 |
| 32 | HLMN | Hillman Solutions CORP | +0.1% | -5.14% | 减仓 |
| 33 | NOW | Servicenow Inc | +0.1% | +16.03% | 加仓 |
| 34 | V | Visa Inc-class A Shares | 0% | -7.36% | 减仓 |
| 35 | CHE | Chemed CORP | 0% | -6.23% | 减仓 |
| 36 | AAPL | Apple Inc | 0% | +0.08% | 加仓 |
| 37 | WSC | Willscot Holdings CORP | 0% | -6.57% | 减仓 |
| 38 | BBN | Blackrock Taxable Muni Bnd | 0% | +106.99% | 加仓 |
| 39 | FSCO | Fs Credit Opportunities CORP | 0% | +82.74% | 加仓 |
| 40 | RA | Brookfield Real Assets Incom | 0% | +8.38% | 加仓 |
| 41 | CSW | Csw Industrials Inc | 0% | -11.32% | 减仓 |
| 42 | TSLX | Sixth Street Specialty Lendi | 0% | +59.78% | 加仓 |
| 43 | MHD | Blackrock Muniholdings Fund | 0% | +100.21% | 加仓 |
| 44 | DKS | Dick's Sporting Goods Inc | 0% | +36.20% | 加仓 |
| 45 | ABT | Abbott Laboratories | 0% | +61.35% | 加仓 |
| 46 | JNJ | Johnson & Johnson | 0% | +0.21% | 加仓 |
| 47 | VFIAX | Vanguard 500 Index-adm | 0% | -0.01% | 减仓 |
| 48 | LEO | Bny Mellon Strategic Muni | 0% | +11.34% | 加仓 |
| 49 | RFMZ | Rivernorth Flex Muni Ii | 0% | +7.57% | 加仓 |
| 50 | SNA | Snap-on Inc | 0% | +0.19% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Riverbridge Partners LLC 在 Q1 2026 季度的美股持仓总市值约为 US$35.8亿，共申报了 196 个公开持股仓位。
在 Q1 2026 季度，Riverbridge Partners LLC 按市值排列的前三大核心持股分别为：NVDA (4.9%)、MSFT (4.2%)、FIVE (3.2%)。其中最大持股仓位 NVDA 占据整体投资组合约 4.9% 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
APPF
市值: US$1390.6万
本季最大获利了结 / 清仓标的
CWAN
前期市值: US$3132.5万
在 Q1 2026 季度中，Riverbridge Partners LLC 共进行了 186 项持仓异动，包含新建仓 18 个仓位、加仓 63 个仓位、减仓 91 个仓位以及清仓 14 个仓位。 其中最大新建仓标的为 APPF。 本季清仓仓位包含 CWAN。
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。