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
186 檔
33.4%
在 Q3 2025 申報期間，Riverbridge Partners LLC（CIK: 0001112325）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$35.8億，共持有 186 個公開申報部位。
數據顯示 Riverbridge Partners LLC 於 Q3 2025 季度持續回收資金，對 33 個既有部位進行裁減並清倉 5 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, MSFT, HEI 等）合計佔整體申報市值的 33.4%，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 | 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-工業 | 3.56% | +0.86% | -8.43% | |
| 4 | LOPE | Grand Canyon Education Inc | 股票-非循環性消費 | 3.53% | -0.76% | -13.69% | |
| 5 | MEDP | Medpace Holdings Inc | 股票-醫療保健 | 3.17% | -0.07% | -15.88% | |
| 6 | RBA | Rb Global Inc | 股票-工業 | 3.04% | +0.35% | -5.93% | |
| 7 | FIVE | Five Below | 股票-循環性消費 | 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-房地產 | 2.36% | -0.35% | -5.41% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.34% | +0.50% | -3.25% | |
| 11 | ENSG | Ensign Group Inc/the | 股票-醫療保健 | 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-工業 | 2.07% | +0.16% | -4.23% | |
| 14 | ROL | Rollins Inc | 股票-循環性消費 | 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-醫療保健 | 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-醫療保健 | 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-循環性消費 | 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-工業 | 1.32% | +0.02% | -1.53% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.26% | +0.50% | -3.23% | |
| 27 | FND | Floor & Decor Holdings Inc-a | 股票-循環性消費 | 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-非循環性消費 | 1.08% | -0.22% | -8.51% | |
| 30 | NFLX | Netflix Inc | 股票-通訊服務 | 1.06% | -0.27% | -4.28% | |
| 31 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 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-通訊服務 | 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-醫療保健 | 0.85% | +0.08% | -5.07% | |
| 40 | DHR | Danaher CORP | 股票-醫療保健 | 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-醫療保健 | 0.78% | -0.04% | +41.01% | |
| 43 | RGEN | Repligen CORP | 股票-醫療保健 | 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-醫療保健 | 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-原物料 | 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-醫療保健 | 0.69% | -0.12% | -40.85% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.1% | -6.35% | 減碼 |
| 2 | MSFT | Microsoft CORP | +1.2% | -3.57% | 減碼 |
| 3 | FIVE | Five Below | +1.1% | -6.61% | 減碼 |
| 4 | MEDP | Medpace Holdings Inc | +0.8% | -15.88% | 減碼 |
| 5 | TSLA | Tesla Inc | +0.6% | -5.42% | 減碼 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.5% | -3.23% | 減碼 |
| 7 | FAST | Fastenal Co | +0.4% | -4.23% | 加碼 |
| 8 | VEEV | Veeva Systems Inc-class A | +0.4% | -3.41% | 減碼 |
| 9 | GOOG | Alphabet Inc-cl C | +0.4% | -3.92% | 減碼 |
| 10 | IDXX | Idexx Laboratories Inc | +0.3% | -3.92% | 減碼 |
| 11 | GKOS | Glaukos CORP | +0.3% | +41.01% | 加碼 |
| 12 | TECH | Bio-techne CORP | +0.3% | -5.07% | 加碼 |
| 13 | GWRE | Guidewire Software Inc | -0.2% | -5.02% | 減碼 |
| 14 | KNSL | Kinsale Capital Group Inc | -0.2% | +11.11% | 減碼 |
| 15 | BL | Blackline Inc | -0.2% | -7.51% | 減碼 |
| 16 | ✓ | -0.2% | -7.67% | 減碼 | |
| 17 | CRL | Charles River Laboratories | -0.2% | -6.23% | 減碼 |
| 18 | PAYC | Paycom Software Inc | -0.2% | -5.39% | 減碼 |
| 19 | FND | Floor & Decor Holdings Inc-a | -0.2% | -5.26% | 減碼 |
| 20 | DSGX | Descartes Systems Grp/the | -0.2% | -7.73% | 減碼 |
| 21 | GSHD | Goosehead Insurance Inc -a | -0.2% | -8.23% | 減碼 |
| 22 | WSO | Watsco Inc | -0.3% | -6.75% | 減碼 |
| 23 | RBA | Rb Global Inc | -0.3% | -5.93% | 減碼 |
| 24 | VRSK | Verisk Analytics Inc | -0.3% | -1.53% | 減碼 |
| 25 | ✓ | Kornit Digital Ltd. | -0.3% | -22.15% | 減碼 |
| 26 | CHE | Chemed CORP | -0.3% | -8.11% | 減碼 |
| 27 | FRPT | Freshpet Inc | -0.3% | -8.51% | 加碼 |
| 28 | GDDY | Godaddy Inc - Class A | -0.3% | -7.05% | 減碼 |
| 29 | DOCS | Doximity Inc-class A | -0.3% | -40.85% | 減碼 |
| 30 | KAI | Kadant Inc | -0.3% | -8.02% | 減碼 |
| 31 | GDYN | Grid Dynamics Holdings Inc | -0.4% | -11.20% | 減碼 |
| 32 | UNH | Unitedhealth Group Inc | -0.4% | -3.35% | 減碼 |
| 33 | SPSC | Sps Commerce Inc | -0.4% | -9.10% | 減碼 |
| 34 | TYL | Tyler Technologies Inc | -0.4% | -4.70% | 減碼 |
| 35 | CRM | Salesforce Inc | -0.5% | -3.66% | 減碼 |
| 36 | PCTY | Paylocity Holding CORP | -0.6% | -7.43% | 減碼 |
| 37 | GLOB | Globant S.A. | -1.1% | -7.43% | 減碼 |
| 38 | AKX | Ansys Inc | — | EXIT | 清倉 |
| 39 | ✓ | Paycor Hcm Inc Com | — | EXIT | 清倉 |
| 40 | SNPS | Synopsys Inc | — | NEW | 新建倉 |
| 41 | CWAN | Clearwater Analytics Holdings, Inc. | — | NEW | 新建倉 |
| 42 | CASY | Casey's General Stores Inc | — | NEW | 新建倉 |
| 43 | AAON | Aaon Inc | — | NEW | 新建倉 |
| 44 | USPH | U.s. Physical Therapy Inc | — | EXIT | 清倉 |
| 45 | CERT | Certara Inc | — | EXIT | 清倉 |
| 46 | BROS | Dutch Bros Inc-class A | — | NEW | 新建倉 |
| 47 | FWRG | First Watch Restaurant Group | — | NEW | 新建倉 |
| 48 | TWFG | Twfg Inc | — | NEW | 新建倉 |
| 49 | BBSI | Barrett Business Svcs Inc | — | NEW | 新建倉 |
| 50 | NEOG | Neogen CORP | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Riverbridge Partners LLC 在 Q3 2025 季度的美股持倉總市值約為 US$35.8億，共申報了 186 個公開持股部位。
在 Q3 2025 季度，Riverbridge Partners LLC 按市值排列的前三大核心持股分別為：NVDA (5.4%)、MSFT (4.5%)、HEI (3.6%)。其中最大持股部位 NVDA 佔據整體投資組合約 5.4% 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
SNPS
市值: US$2668.3萬
本季最大獲利了結 / 清倉標的
AKX
前期市值: US$1.0億
在 Q3 2025 季度中，Riverbridge Partners LLC 共進行了 50 項持倉異動，包含新建倉 8 個部位、加碼 4 個部位、減碼 33 個部位以及清倉 5 個部位。 其中最大新建倉標的為 SNPS。 本季清倉部位包含 AKX。
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。