13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001112325
申報總市值
US$35.8億
US$35.8億
182 檔
33.6%
根據最新整理的 13F 季度數據集，Riverbridge Partners LLC 於 Q3 2024 結束時的管理資產規模為 US$35.8億。該機構在本季度申報了 182 檔美股持倉，呈現出該時期的主要投資地圖。
Riverbridge Partners LLC 在 Q3 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 40 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
整體而言，Riverbridge Partners LLC 的前 5 大持股（包含 NVDA, MSFT, GLOB）貢獻了組合市值的 33.6%，形成該機構在 Q3 2024 季度的基本面基石。
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | 股票-科技 | 3.35% | +0.64% | -1.42% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.34% | +0.14% | -1.54% | |
| 3 | GLOB | Globant S.A. | 股票-科技 | 3.22% | -0.16% | -5.05% | |
| 4 | HEI | Heico CORP | 股票-工業 | 3.18% | +0.86% | -8.89% | |
| 5 | RBA | Rb Global Inc | 股票-工業 | 2.97% | +0.35% | -4.59% | |
| 6 | LOPE | Grand Canyon Education Inc | 股票-非循環性消費 | 2.89% | -0.76% | -5.68% | |
| 7 | TYL | Tyler Technologies Inc | 股票-科技 | 2.77% | -0.10% | -9.32% | |
| 8 | MEDP | Medpace Holdings Inc | 股票-醫療保健 | 2.46% | -0.07% | +2.92% | |
| 9 | GWRE | Guidewire Software Inc | 股票-科技 | 2.35% | +0.08% | -5.87% | |
| 10 | ENSG | Ensign Group Inc/the | 股票-醫療保健 | 2.31% | -0.84% | -5.50% | |
| 11 | KNSL | Kinsale Capital Group Inc | 股票-金融 | 2.03% | -0.35% | +10.97% | |
| 12 | FND | Floor & Decor Holdings Inc-a | 股票-循環性消費 | 2.03% | +0.06% | -5.69% | |
| 13 | FAST | Fastenal Co | 股票-工業 | 2.03% | +0.16% | -4.94% | |
| 14 | CSGP | Costar Group Inc | 股票-房地產 | 1.86% | -0.35% | -4.43% | |
| 15 | WK | Workiva Inc | 股票-科技 | 1.85% | -0.36% | -4.23% | |
| 16 | WST | West Pharmaceutical Services | 股票-醫療保健 | 1.83% | +0.73% | -6.20% | |
| 17 | SPSC | Sps Commerce Inc | 股票-科技 | 1.82% | -0.52% | -9.02% | |
| 18 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.76% | +0.50% | -1.59% | |
| 19 | FRPT | Freshpet Inc | 股票-非循環性消費 | 1.72% | -0.22% | -5.44% | |
| 20 | ROL | Rollins Inc | 股票-循環性消費 | 1.70% | -0.31% | -13.80% | |
| 21 | PCTY | Paylocity Holding CORP | 股票-科技 | 1.70% | -0.26% | -4.91% | |
| 22 | AKX | Ansys Inc | 股票-其他 | 1.57% | — | -6.09% | |
| 23 | FIVE | Five Below | 股票-循環性消費 | 1.54% | -1.05% | -5.39% | |
| 24 | ✓ | 股票-其他 | 1.36% | — | -6.69% | ||
| 25 | NOW | Servicenow Inc | 股票-科技 | 1.34% | -0.05% | -1.31% | |
| 26 | ADI | Analog Devices Inc | 股票-科技 | 1.34% | +0.58% | -1.74% | |
| 27 | KAI | Kadant Inc | 股票-其他 | 1.32% | -0.09% | +45.29% | |
| 28 | VRSK | Verisk Analytics Inc | 股票-工業 | 1.32% | +0.02% | -4.56% | |
| 29 | SPGI | S&p Global Inc | 股票-金融 | 1.25% | -0.02% | -1.36% | |
| 30 | PAYC | Paycom Software Inc | 股票-科技 | 1.25% | -0.01% | EXIT | |
| 31 | DSGX | Descartes Systems Grp/the | 股票-科技 | 1.19% | -0.23% | -4.91% | |
| 32 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.19% | +0.47% | -1.53% | |
| 33 | PRVA | Privia Health Group Inc | 股票-其他 | 1.18% | +0.18% | -5.44% | |
| 34 | CRM | Salesforce Inc | 股票-科技 | 1.15% | -0.32% | -1.47% | |
| 35 | ACVA | Acv Auctions Inc-a | 股票-其他 | 1.11% | +0.09% | +17.44% | |
| 36 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 1.09% | +0.23% | -1.24% | |
| 37 | DHR | Danaher CORP | 股票-醫療保健 | 1.04% | +0.16% | -1.49% | |
| 38 | RGEN | Repligen CORP | 股票-醫療保健 | 1.00% | -0.09% | -5.10% | |
| 39 | BL | Blackline Inc | 股票-科技 | 0.94% | — | -29.91% | |
| 40 | CCC | Ccc Intelligent Solutions Ho | 股票-科技 | 0.94% | -0.24% | -5.66% | |
| 41 | ALGN | Align Technology Inc | 股票-醫療保健 | 0.89% | — | -6.42% | |
| 42 | ALRM | Alarm.com Holdings Inc | 股票-其他 | 0.87% | -0.11% | -5.92% | |
| 43 | ALKT | Alkami Technology Inc | 股票-其他 | 0.85% | -0.26% | EXIT | |
| 44 | GKOS | Glaukos CORP | 股票-醫療保健 | 0.83% | -0.04% | -3.32% | |
| 45 | CGNX | Cognex CORP | 股票-科技 | 0.81% | +0.04% | -7.09% | |
| 46 | WSO | Watsco Inc | 股票-工業 | 0.80% | +0.23% | -10.27% | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.79% | +0.50% | -1.77% | |
| 48 | TECH | Bio-techne CORP | 股票-醫療保健 | 0.79% | +0.08% | -10.81% | |
| 49 | TSLA | Tesla Inc | 股票-循環性消費 | 0.77% | +0.16% | +0.22% | |
| 50 | GDDY | Godaddy Inc - Class A | 股票-科技 | 0.76% | -0.18% | -24.67% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ALKT | Alkami Technology Inc | +0.8% | +993.82% | 加碼 |
| 2 | CTAS | Cintas CORP | +0.6% | NEW | 新建倉 |
| 3 | KAI | Kadant Inc | +0.5% | +45.29% | 加碼 |
| 4 | KNSL | Kinsale Capital Group Inc | +0.5% | +10.97% | 加碼 |
| 5 | GWRE | Guidewire Software Inc | +0.4% | -5.87% | 減碼 |
| 6 | HLMN | Hillman Solutions CORP | +0.4% | +337.82% | 加碼 |
| 7 | FND | Floor & Decor Holdings Inc-a | +0.3% | -5.69% | 減碼 |
| 8 | ACVA | Acv Auctions Inc-a | +0.3% | +17.44% | 加碼 |
| 9 | DOCS | Doximity Inc-class A | +0.3% | -3.38% | 減碼 |
| 10 | PCTY | Paylocity Holding CORP | +0.2% | -4.91% | 減碼 |
| 11 | KRNT | Kornit Digital Ltd. | +0.2% | — | 減碼 |
| 12 | TSLA | Tesla Inc | +0.2% | +0.22% | 加碼 |
| 13 | ENSG | Ensign Group Inc/the | +0.2% | -5.50% | 減碼 |
| 14 | PNTG | Pennant Group Inc/the | +0.2% | -3.32% | 減碼 |
| 15 | HEI | Heico CORP | +0.1% | -8.89% | 減碼 |
| 16 | EXPO | Exponent Inc | +0.1% | — | 減碼 |
| 17 | SPGI | S&p Global Inc | +0.1% | -1.36% | 減碼 |
| 18 | NOW | Servicenow Inc | +0.1% | -1.31% | 減碼 |
| 19 | FAST | Fastenal Co | +0.1% | -4.94% | 減碼 |
| 20 | UNH | Unitedhealth Group Inc | +0.1% | -1.53% | 減碼 |
| 21 | GSHD | Goosehead Insurance Inc -a | +0.1% | -3.31% | 減碼 |
| 22 | SBUX | Starbucks CORP | +0.1% | -1.69% | 減碼 |
| 23 | FICO | Fair Isaac CORP | +0.1% | +2.28% | 加碼 |
| 24 | GLOB | Globant S.A. | +0.1% | -5.05% | 減碼 |
| 25 | VEEV | Veeva Systems Inc-class A | +0.1% | -1.24% | 減碼 |
| 26 | TRNS | Transcat Inc | +0.1% | +37.07% | 加碼 |
| 27 | GDYN | Grid Dynamics Holdings Inc | +0.1% | -5.84% | 減碼 |
| 28 | PAYC | Paycom Software Inc | +0.1% | -5.45% | 減碼 |
| 29 | TYL | Tyler Technologies Inc | +0.1% | -9.32% | 減碼 |
| 30 | CERT | Certara Inc | -0.1% | -9.01% | 減碼 |
| 31 | AKX | Ansys Inc | -0.1% | -6.09% | 減碼 |
| 32 | SPSC | Sps Commerce Inc | -0.2% | -9.02% | 減碼 |
| 33 | GDDY | Godaddy Inc - Class A | -0.2% | -24.67% | 減碼 |
| 34 | FIVN | Five9 Inc | -0.2% | -6.00% | 減碼 |
| 35 | DV | Doubleverify Holdings Inc | -0.2% | -6.45% | 減碼 |
| 36 | LOPE | Grand Canyon Education Inc | -0.2% | -5.68% | 減碼 |
| 37 | ENTG | Entegris Inc | -0.2% | -10.78% | 減碼 |
| 38 | CGNX | Cognex CORP | -0.2% | -7.09% | 減碼 |
| 39 | ALRM | Alarm.com Holdings Inc | -0.2% | -5.92% | 減碼 |
| 40 | GTM | Zoominfo Technologies Inc | -0.2% | EXIT | 清倉 |
| 41 | AMN | Amn Healthcare Services Inc | -0.2% | EXIT | 清倉 |
| 42 | ROL | Rollins Inc | -0.2% | -13.80% | 減碼 |
| 43 | MSFT | Microsoft CORP | -0.3% | -1.54% | 減碼 |
| 44 | BL | Blackline Inc | -0.3% | -29.91% | 減碼 |
| 45 | PGNY | Progyny Inc | -0.3% | -7.34% | 減碼 |
| 46 | WST | West Pharmaceutical Services | -0.4% | -6.20% | 減碼 |
| 47 | 8DT | Squarespace Inc - Class A | -0.5% | EXIT | 清倉 |
| 48 | FIVE | Five Below | -0.5% | -5.39% | 減碼 |
| 49 | MEDP | Medpace Holdings Inc | -0.5% | +2.92% | 加碼 |
| 50 | ✓ | Powerschool Holdings Inc | -0.7% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Riverbridge Partners LLC 在 Q3 2024 季度的美股持倉總市值約為 US$35.8億，共申報了 182 個公開持股部位。
在 Q3 2024 季度，Riverbridge Partners LLC 按市值排列的前三大核心持股分別為：NVDA (3.4%)、MSFT (3.3%)、GLOB (3.2%)。其中最大持股部位 NVDA 佔據整體投資組合約 3.4% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
CTAS
市值: US$4232.9萬
本季最大獲利了結 / 清倉標的
Powerschool Holdings Inc
前期市值: US$5324.8萬
在 Q3 2024 季度中，Riverbridge Partners LLC 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 9 個部位、減碼 36 個部位以及清倉 4 個部位。 其中最大新建倉標的為 CTAS。 本季清倉部位包含 Powerschool Holdings Inc。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。