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
185 檔
33.2%
截至 Q2 2025 季度末，Riverbridge Partners LLC 的美股持倉估值約為 US$35.8億，全數申報部位共有 185 檔。
Riverbridge Partners LLC 在 Q2 2025 的調整主要集中於風險出清，清倉與減碼部位合計達 41 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, HEI）貢獻了組合市值的 33.2%，形成該機構在 Q2 2025 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 | 4.68% | +0.64% | -4.08% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.28% | +0.14% | -2.72% | |
| 3 | HEI | Heico CORP | 股票-工業 | 3.76% | +0.86% | -11.53% | |
| 4 | LOPE | Grand Canyon Education Inc | 股票-非循環性消費 | 3.36% | -0.76% | -12.96% | |
| 5 | RBA | Rb Global Inc | 股票-工業 | 3.02% | +0.35% | -13.88% | |
| 6 | TYL | Tyler Technologies Inc | 股票-科技 | 2.69% | -0.10% | -6.56% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.31% | +0.50% | -2.86% | |
| 8 | CSGP | Costar Group Inc | 股票-房地產 | 2.27% | -0.35% | -6.02% | |
| 9 | MEDP | Medpace Holdings Inc | 股票-醫療保健 | 2.19% | -0.07% | -9.79% | |
| 10 | FIVE | Five Below | 股票-循環性消費 | 2.17% | -1.05% | -9.05% | |
| 11 | ENSG | Ensign Group Inc/the | 股票-醫療保健 | 2.16% | -0.84% | -19.02% | |
| 12 | KNSL | Kinsale Capital Group Inc | 股票-金融 | 2.04% | -0.35% | -10.09% | |
| 13 | ROL | Rollins Inc | 股票-循環性消費 | 1.92% | -0.31% | -7.06% | |
| 14 | PRVA | Privia Health Group Inc | 股票-其他 | 1.83% | +0.18% | -10.33% | |
| 15 | PCTY | Paylocity Holding CORP | 股票-科技 | 1.81% | -0.26% | -11.20% | |
| 16 | FAST | Fastenal Co | 股票-工業 | 1.77% | +0.16% | +95.06% | |
| 17 | PAYC | Paycom Software Inc | 股票-科技 | 1.75% | -0.01% | EXIT | |
| 18 | AKX | Ansys Inc | 股票-其他 | 1.74% | — | -7.09% | |
| 19 | NOW | Servicenow Inc | 股票-科技 | 1.70% | -0.05% | -2.71% | |
| 20 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 1.67% | +0.23% | -2.57% | |
| 21 | VRSK | Verisk Analytics Inc | 股票-工業 | 1.58% | +0.02% | -5.26% | |
| 22 | ADI | Analog Devices Inc | 股票-科技 | 1.54% | +0.58% | -2.78% | |
| 23 | WK | Workiva Inc | 股票-科技 | 1.52% | -0.36% | -10.45% | |
| 24 | SPGI | S&p Global Inc | 股票-金融 | 1.42% | -0.02% | -2.81% | |
| 25 | GLOB | Globant S.A. | 股票-科技 | 1.41% | -0.16% | -8.80% | |
| 26 | FRPT | Freshpet Inc | 股票-非循環性消費 | 1.38% | -0.22% | +23.19% | |
| 27 | WST | West Pharmaceutical Services | 股票-醫療保健 | 1.35% | +0.73% | -6.09% | |
| 28 | NFLX | Netflix Inc | 股票-通訊服務 | 1.18% | -0.27% | -3.55% | |
| 29 | FND | Floor & Decor Holdings Inc-a | 股票-循環性消費 | 1.18% | +0.06% | -9.05% | |
| 30 | SPSC | Sps Commerce Inc | 股票-科技 | 1.14% | -0.52% | -12.53% | |
| 31 | GWRE | Guidewire Software Inc | 股票-科技 | 1.13% | +0.08% | -29.89% | |
| 32 | KAI | Kadant Inc | 股票-其他 | 1.10% | -0.09% | -12.74% | |
| 33 | DSGX | Descartes Systems Grp/the | 股票-科技 | 1.04% | -0.23% | -12.66% | |
| 34 | ALKT | Alkami Technology Inc | 股票-其他 | 1.02% | -0.26% | EXIT | |
| 35 | TSLA | Tesla Inc | 股票-循環性消費 | 1.02% | +0.16% | -3.20% | |
| 36 | CCC | Ccc Intelligent Solutions Ho | 股票-科技 | 1.01% | -0.24% | +25.95% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.95% | +0.17% | -2.81% | |
| 38 | DOCS | Doximity Inc-class A | 股票-醫療保健 | 0.93% | -0.12% | -13.20% | |
| 39 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.90% | +0.50% | -2.57% | |
| 40 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 0.86% | -0.05% | -3.09% | |
| 41 | CRM | Salesforce Inc | 股票-科技 | 0.85% | -0.32% | -35.11% | |
| 42 | DHR | Danaher CORP | 股票-醫療保健 | 0.83% | +0.16% | -2.62% | |
| 43 | ALRM | Alarm.com Holdings Inc | 股票-其他 | 0.80% | -0.11% | -12.77% | |
| 44 | TECH | Bio-techne CORP | 股票-醫療保健 | 0.79% | +0.08% | +53.90% | |
| 45 | GDDY | Godaddy Inc - Class A | 股票-科技 | 0.79% | -0.18% | -11.30% | |
| 46 | ACVA | Acv Auctions Inc-a | 股票-其他 | 0.78% | +0.09% | -11.09% | |
| 47 | TOST | Toast Inc-class A | 股票-科技 | 0.74% | +0.01% | -11.80% | |
| 48 | RGEN | Repligen CORP | 股票-醫療保健 | 0.74% | -0.09% | -12.80% | |
| 49 | AGYS | Agilysys Inc | 股票-其他 | 0.73% | +0.07% | -12.38% | |
| 50 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.73% | +0.16% | -2.62% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.3% | -4.08% | 減碼 |
| 2 | MSFT | Microsoft CORP | +1% | -2.72% | 減碼 |
| 3 | FIVE | Five Below | +0.8% | -9.05% | 減碼 |
| 4 | CWAN | Clearwater Analytics Holdings, Inc. | +0.6% | NEW | 新建倉 |
| 5 | NOW | Servicenow Inc | +0.4% | -2.71% | 減碼 |
| 6 | TRNS | Transcat Inc | +0.3% | +94.32% | 加碼 |
| 7 | FWRG | First Watch Restaurant Group | +0.3% | NEW | 新建倉 |
| 8 | NFLX | Netflix Inc | +0.3% | -3.55% | 減碼 |
| 9 | ALKT | Alkami Technology Inc | +0.3% | +24.45% | 加碼 |
| 10 | HEI | Heico CORP | +0.3% | -11.53% | 減碼 |
| 11 | VEEV | Veeva Systems Inc-class A | +0.3% | -2.57% | 減碼 |
| 12 | AMZN | Amazon.com Inc | +0.3% | -2.86% | 減碼 |
| 13 | CCC | Ccc Intelligent Solutions Ho | +0.2% | +25.95% | 加碼 |
| 14 | BBSI | Barrett Business Svcs Inc | +0.2% | NEW | 新建倉 |
| 15 | GKOS | Glaukos CORP | +0.2% | +41.51% | 加碼 |
| 16 | TECH | Bio-techne CORP | +0.2% | +53.90% | 加碼 |
| 17 | AGYS | Agilysys Inc | +0.2% | -12.38% | 減碼 |
| 18 | ADI | Analog Devices Inc | +0.2% | -2.78% | 減碼 |
| 19 | TWFG | Twfg Inc | +0.2% | NEW | 新建倉 |
| 20 | IDXX | Idexx Laboratories Inc | +0.2% | -3.09% | 減碼 |
| 21 | TSLA | Tesla Inc | +0.2% | -3.20% | 減碼 |
| 22 | TYL | Tyler Technologies Inc | -0.1% | -6.56% | 減碼 |
| 23 | SPSC | Sps Commerce Inc | -0.1% | -12.53% | 減碼 |
| 24 | RGEN | Repligen CORP | -0.1% | -12.80% | 減碼 |
| 25 | HLMN | Hillman Solutions CORP | -0.1% | -14.34% | 減碼 |
| 26 | BL | Blackline Inc | -0.1% | -27.73% | 減碼 |
| 27 | EXPO | Exponent Inc | -0.1% | — | 減碼 |
| 28 | DSGX | Descartes Systems Grp/the | -0.1% | -12.66% | 減碼 |
| 29 | OPCH | Option Care Health Inc | -0.2% | -12.64% | 減碼 |
| 30 | GWRE | Guidewire Software Inc | -0.2% | -29.89% | 減碼 |
| 31 | LOPE | Grand Canyon Education Inc | -0.2% | -12.96% | 減碼 |
| 32 | MEDP | Medpace Holdings Inc | -0.2% | -9.79% | 減碼 |
| 33 | PRVA | Privia Health Group Inc | -0.2% | -10.33% | 減碼 |
| 34 | WSO | Watsco Inc | -0.2% | -10.55% | 減碼 |
| 35 | FND | Floor & Decor Holdings Inc-a | -0.2% | -9.05% | 減碼 |
| 36 | CRL | Charles River Laboratories | -0.2% | -40.01% | 減碼 |
| 37 | CHE | Chemed CORP | -0.2% | -13.30% | 減碼 |
| 38 | NEOG | Neogen CORP | -0.2% | EXIT | 清倉 |
| 39 | KNSL | Kinsale Capital Group Inc | -0.2% | -10.09% | 減碼 |
| 40 | GDYN | Grid Dynamics Holdings Inc | -0.2% | -12.88% | 減碼 |
| 41 | KAI | Kadant Inc | -0.2% | -12.74% | 減碼 |
| 42 | RBA | Rb Global Inc | -0.3% | -13.88% | 減碼 |
| 43 | PCTY | Paylocity Holding CORP | -0.3% | -11.20% | 減碼 |
| 44 | CERT | Certara Inc | -0.3% | -97.86% | 減碼 |
| 45 | USPH | U.s. Physical Therapy Inc | -0.3% | EXIT | 清倉 |
| 46 | WK | Workiva Inc | -0.4% | -10.45% | 減碼 |
| 47 | CRM | Salesforce Inc | -0.4% | -35.11% | 減碼 |
| 48 | UNH | Unitedhealth Group Inc | -0.5% | -3.41% | 減碼 |
| 49 | GLOB | Globant S.A. | -0.6% | -8.80% | 減碼 |
| 50 | ✓ | Paycor Hcm Inc Com | -0.8% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Riverbridge Partners LLC 在 Q2 2025 季度的美股持倉總市值約為 US$35.8億，共申報了 185 個公開持股部位。
在 Q2 2025 季度，Riverbridge Partners LLC 按市值排列的前三大核心持股分別為：NVDA (4.7%)、MSFT (4.3%)、HEI (3.8%)。其中最大持股部位 NVDA 佔據整體投資組合約 4.7% 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
CWAN
市值: US$3531.3萬
本季最大獲利了結 / 清倉標的
PAYCOR HCM INC COM
前期市值: US$4685.1萬
在 Q2 2025 季度中，Riverbridge Partners LLC 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 5 個部位、減碼 38 個部位以及清倉 3 個部位。 其中最大新建倉標的為 CWAN。 本季清倉部位包含 PAYCOR HCM INC COM。
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。