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RP
Riverbridge Partners Portfolio holdings
AUM
$3.58B
1-Year Est. Return
4.02%
This Fund
S&P 500
1 Year Est. Return
+4.02%
AUM
$3.58B
AUM Growth
-$505M
(-12%)
Holding
209
Top Buys
| 1 | +$10.9M | |
| 2 | +$10.9M | |
| 3 | +$9.47M | |
| 4 |
Cactus
WHD
|
+$8.53M |
| 5 |
Impinj
PI
|
+$7.31M |
Top Sells
| 1 | +$32.4M | |
| 2 | +$30.9M | |
| 3 | +$26M | |
| 4 |
Grand Canyon Education
LOPE
|
+$25.5M |
| 5 |
Medpace
MEDP
|
+$24.7M |
Sector Composition
| 1 | Technology | 28.62% |
| 2 | Industrials | 19.54% |
| 3 | Healthcare | 19.36% |
| 4 | Consumer Discretionary | 12.39% |
| 5 | Communication Services | 5.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.93T
| $200M | 5.58% |
998,902
-157,641
|
|
||
2
Microsoft
MSFT
$2.9T
| $154M | 4.31% |
413,524
-46,282
|
|
||
3
HEICO Corp
HEI
$48.1B
| $129M | 3.59% |
361,213
-45,013
|
|
||
4
Amazon
AMZN
$2.66T
| $120M | 3.36% |
504,618
-57,421
|
|
||
5
RB Global
RBA
$20.3B
| $120M | 3.34% |
1,027,992
-247,392
|
|
||
6
Analog Devices
ADI
$188B
| $117M | 3.28% |
295,295
-51,370
|
|
||
|
7
Medpace
MEDP
$15.1B
| $97.4M | 2.72% |
183,941
-53,466
|
|
||
8
Fastenal
FAST
$54B
| $96.1M | 2.68% |
2,001,710
-220,172
|
|
||
9
Alphabet (Google) Class A
GOOGL
$4.3T
| $85.6M | 2.39% |
239,570
-28,296
|
|
||
10
West Pharmaceutical
WST
$25.4B
| $83.5M | 2.33% |
232,514
-28,928
|
|
||
|
11
Grand Canyon Education
LOPE
$4.07B
| $79.5M | 2.22% |
555,692
-160,894
|
|
||
12
Privia Health
PRVA
$3.51B
| $77.2M | 2.15% |
2,998,597
-919,351
|
|
||
13
Five Below
FIVE
$10.6B
| $77.1M | 2.15% |
428,994
-143,307
|
|
||
14
Tyler Technologies
TYL
$12.9B
| $73.5M | 2.05% |
251,422
-4,991
|
|
||
15
The Ensign Group
ENSG
$9.84B
| $70.5M | 1.97% |
440,086
-129,259
|
|
||
|
16
Alphabet (Google) Class C
GOOG
$4.28T
| $66.8M | 1.87% |
189,147
-21,007
|
|
||
17
Kinsale Capital Group
KNSL
$7.96B
| $61.2M | 1.71% |
185,530
-60,706
|
|
||
18
Kadant
KAI
$3.45B
| $61.1M | 1.71% |
194,573
-57,657
|
|
||
19
Veeva Systems
VEEV
$32B
| $55.6M | 1.55% |
313,378
+5,661
|
|
||
20
S&P Global
SPGI
$130B
| $52.9M | 1.48% |
129,844
-14,371
|
|
||
21
Watsco Inc
WSO
$16.2B
| $50.1M | 1.4% |
120,334
-11,404
|
|
||
22
Verisk Analytics
VRSK
$25.4B
| $49M | 1.37% |
272,866
-18,826
|
|
||
23
ServiceNow
NOW
$115B
| $48.7M | 1.36% |
490,814
-58,970
|
|
||
24
Rollins
ROL
$21.6B
| $47M | 1.31% |
1,126,020
-116,565
|
|
||
25
Tesla
TSLA
$1.48T
| $45.4M | 1.27% |
107,923
-13,717
|
|
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