Riverbridge Partners LLC 13F 持仓 · 2026年Q2
Riverbridge Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 198 只证券，申报市值合计 35.81 亿美元。前几大持仓：NVDA（5.58%）、MSFT（4.31%）、HEI（3.59%）。本季前 25 大持仓中：增持 1 只、减持 24 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | $199.9M | 5.58% | 998,902 | 减持 |
| 2 | MSFT | Microsoft Corporation | $154.3M | 4.31% | 413,524 | 减持 |
| 3 | HEI | HEICO Corporation | $128.7M | 3.59% | 361,213 | 减持 |
| 4 | AMZN | Amazon.com, Inc. | $120.3M | 3.36% | 504,618 | 减持 |
| 5 | RBA | RB Global, Inc. | $119.7M | 3.34% | 1.0M | 减持 |
| 6 | ADI | Analog Devices, Inc. | $117.3M | 3.28% | 295,295 | 减持 |
| 7 | MEDP | Medpace Holdings, Inc. | $97.4M | 2.72% | 183,941 | 减持 |
| 8 | FAST | Fastenal Company | $96.1M | 2.68% | 2.0M | 减持 |
| 9 | GOOGL | Alphabet, Inc. Class A | $85.6M | 2.39% | 239,570 | 减持 |
| 10 | WST | West Pharmaceutical Services, | $83.5M | 2.33% | 232,514 | 减持 |
| 11 | LOPE | Grand Canyon Education, Inc. | $79.5M | 2.22% | 555,692 | 减持 |
| 12 | FIVE | Five Below, Inc. | $77.1M | 2.15% | 428,994 | 减持 |
| 13 | PRVA | Privia Health Group, Inc. | $77.2M | 2.15% | 3.0M | 减持 |
| 14 | TYL | Tyler Technologies, Inc. | $73.5M | 2.05% | 251,422 | 减持 |
| 15 | ENSG | Ensign Group, Inc. | $70.5M | 1.97% | 440,086 | 减持 |
| 16 | GOOG | Alphabet, Inc. Class C | $66.8M | 1.87% | 189,147 | 减持 |
| 17 | KAI | Kadant, Inc. | $61.1M | 1.71% | 194,573 | 减持 |
| 18 | KNSL | Kinsale Capital Group, Inc. | $61.2M | 1.71% | 185,530 | 减持 |
| 19 | VEEV | Veeva Systems, Inc. | $55.6M | 1.55% | 313,378 | 增持 |
| 20 | SPGI | S&P Global, Inc. | $52.9M | 1.48% | 129,844 | 减持 |
| 21 | WSO | Watsco, Inc. | $50.1M | 1.40% | 120,334 | 减持 |
| 22 | VRSK | Verisk Analytics, Inc. | $49.0M | 1.37% | 272,866 | 减持 |
| 23 | NOW | ServiceNow, Inc. | $48.7M | 1.36% | 490,814 | 减持 |
| 24 | ROL | Rollins, Inc. | $47.0M | 1.31% | 1.1M | 减持 |
| 25 | TSLA | Tesla, Inc. | $45.4M | 1.27% | 107,923 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR