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
179 檔
33.2%
Riverbridge Partners LLC 在 Q4 2024 季度的美股部位總計估值為 US$35.8億，分散於 179 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 Riverbridge Partners LLC 於 Q4 2024 季度持續回收資金，對 42 個既有部位進行裁減並清倉 2 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Riverbridge Partners LLC 的前 5 大核心持股（包含 NVDA, GLOB, MSFT 等）合計佔整體申報市值的 33.2%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | 3.63% | +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-非循環性消費 | 3.19% | -0.76% | -6.16% | |
| 5 | HEI | Heico CORP | 股票-工業 | 2.81% | +0.86% | -4.94% | |
| 6 | RBA | Rb Global Inc | 股票-工業 | 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-醫療保健 | 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-循環性消費 | 2.05% | +0.50% | -3.46% | |
| 12 | ENSG | Ensign Group Inc/the | 股票-醫療保健 | 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-醫療保健 | 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-房地產 | 1.90% | -0.35% | +5.53% | |
| 17 | FRPT | Freshpet Inc | 股票-非循環性消費 | 1.76% | -0.22% | -7.37% | |
| 18 | FIVE | Five Below | 股票-循環性消費 | 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-循環性消費 | 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-循環性消費 | 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-工業 | 1.34% | +0.16% | -36.02% | |
| 28 | VRSK | Verisk Analytics Inc | 股票-工業 | 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-循環性消費 | 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-醫療保健 | 1.08% | +0.23% | -3.23% | |
| 36 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 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-醫療保健 | 0.89% | -0.09% | -9.16% | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 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-醫療保健 | 0.86% | -0.12% | -7.61% | |
| 46 | DHR | Danaher CORP | 股票-醫療保健 | 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-原物料 | 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% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SSD | Simpson Manufacturing Co Inc | +0.8% | NEW | 新建倉 |
| 2 | WK | Workiva Inc | +0.6% | -6.05% | 減碼 |
| 3 | CSW | Csw Industrials Inc | +0.6% | NEW | 新建倉 |
| 4 | TSLA | Tesla Inc | +0.4% | -3.46% | 減碼 |
| 5 | PRVA | Privia Health Group Inc | +0.4% | +19.70% | 加碼 |
| 6 | INSP | Inspire Medical Systems Inc | +0.4% | NEW | 新建倉 |
| 7 | LOPE | Grand Canyon Education Inc | +0.3% | -6.16% | 減碼 |
| 8 | GDYN | Grid Dynamics Holdings Inc | +0.3% | -7.55% | 減碼 |
| 9 | AMZN | Amazon.com Inc | +0.3% | -3.46% | 減碼 |
| 10 | NVDA | Nvidia CORP | +0.3% | -4.18% | 減碼 |
| 11 | KRNT | Kornit Digital Ltd. | +0.3% | — | 加碼 |
| 12 | PCTY | Paylocity Holding CORP | +0.3% | -6.58% | 減碼 |
| 13 | PAYC | Paycom Software Inc | +0.2% | -5.23% | 減碼 |
| 14 | CRM | Salesforce Inc | +0.2% | -3.47% | 減碼 |
| 15 | NOW | Servicenow Inc | +0.2% | -4.30% | 減碼 |
| 16 | FIVE | Five Below | +0.2% | -7.74% | 減碼 |
| 17 | GDDY | Godaddy Inc - Class A | +0.2% | -6.56% | 減碼 |
| 18 | IWM | Ishares Russell 2000 ETF | +0.1% | +718.86% | 加碼 |
| 19 | NFLX | Netflix Inc | +0.1% | -3.54% | 減碼 |
| 20 | TOST | Toast Inc-class A | +0.1% | -6.14% | 減碼 |
| 21 | KNSL | Kinsale Capital Group Inc | -0.1% | -6.37% | 減碼 |
| 22 | CRL | Charles River Laboratories | -0.1% | -10.16% | 減碼 |
| 23 | JAMF | Jamf Holding CORP | -0.1% | -11.82% | 減碼 |
| 24 | MSFT | Microsoft CORP | -0.1% | -3.32% | 減碼 |
| 25 | MEDP | Medpace Holdings Inc | -0.1% | -6.18% | 減碼 |
| 26 | TECH | Bio-techne CORP | -0.1% | -6.90% | 減碼 |
| 27 | CHE | Chemed CORP | -0.1% | -7.68% | 減碼 |
| 28 | RGEN | Repligen CORP | -0.1% | -9.16% | 減碼 |
| 29 | ADI | Analog Devices Inc | -0.1% | -3.53% | 減碼 |
| 30 | NEOG | Neogen CORP | -0.1% | -11.08% | 減碼 |
| 31 | IDXX | Idexx Laboratories Inc | -0.2% | -4.11% | 減碼 |
| 32 | PNTG | Pennant Group Inc/the | -0.2% | -8.38% | 減碼 |
| 33 | CGNX | Cognex CORP | -0.2% | -10.46% | 減碼 |
| 34 | SPSC | Sps Commerce Inc | -0.2% | -7.18% | 減碼 |
| 35 | ROL | Rollins Inc | -0.2% | -4.89% | 減碼 |
| 36 | UNH | Unitedhealth Group Inc | -0.2% | -3.95% | 減碼 |
| 37 | DHR | Danaher CORP | -0.2% | -3.41% | 減碼 |
| 38 | GKOS | Glaukos CORP | -0.2% | -34.35% | 減碼 |
| 39 | RBA | Rb Global Inc | -0.2% | -19.24% | 減碼 |
| 40 | ALGN | Align Technology Inc | -0.2% | -9.68% | 減碼 |
| 41 | OPCH | Option Care Health Inc | -0.3% | -13.06% | 減碼 |
| 42 | FIVN | Five9 Inc | -0.3% | EXIT | 清倉 |
| 43 | ENSG | Ensign Group Inc/the | -0.3% | -6.26% | 減碼 |
| 44 | GWRE | Guidewire Software Inc | -0.3% | -5.90% | 減碼 |
| 45 | TYL | Tyler Technologies Inc | -0.3% | -11.03% | 減碼 |
| 46 | HEI | Heico CORP | -0.4% | -4.94% | 減碼 |
| 47 | PGNY | Progyny Inc | -0.4% | EXIT | 清倉 |
| 48 | FND | Floor & Decor Holdings Inc-a | -0.5% | -6.04% | 減碼 |
| 49 | EXPO | Exponent Inc | -0.6% | — | 減碼 |
| 50 | FAST | Fastenal Co | -0.7% | -36.02% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Riverbridge Partners LLC 在 Q4 2024 季度的美股持倉總市值約為 US$35.8億，共申報了 179 個公開持股部位。
在 Q4 2024 季度，Riverbridge Partners LLC 按市值排列的前三大核心持股分別為：NVDA (3.6%)、GLOB (3.4%)、MSFT (3.2%)。其中最大持股部位 NVDA 佔據整體投資組合約 3.6% 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
SSD
市值: US$5841.4萬
本季最大獲利了結 / 清倉標的
PGNY
前期市值: US$2856.5萬
在 Q4 2024 季度中，Riverbridge Partners LLC 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 3 個部位、減碼 42 個部位以及清倉 2 個部位。 其中最大新建倉標的為 SSD。 本季清倉部位包含 PGNY。
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。