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Riverbridge Partners Portfolio holdings

AUM $3.58B
1-Year Est. Return 4.02%
This Fund
S&P 500
This Quarter Est. Return
+9.93%
1 Year Est. Return
+4.02%
3 Year Est. Return
+40.43%
5 Year Est. Return
+44.7%
10 Year Est. Return
+473.33%
AUM
$3.58B
AUM Growth
-$505M
Cap. Flow
-$756M
Cap. Flow %
-21.11%
Top 10 Hldgs %
33.59%
Holding
209
New
17
Increased
38
Reduced
124
Closed
11

Top Buys

Rank Stock Value
1
BOOT icon
Boot Barn
BOOT
+$10.9M
2
ETN icon
Eaton
ETN
+$10.9M
3
GRDN
Guardian Pharmacy Services
GRDN
+$9.47M
4
WHD icon
Cactus
WHD
+$8.53M
5
PI icon
Impinj
PI
+$7.31M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$32.4M
2
FIVE icon
Five Below
FIVE
+$30.9M
3
RBA icon
RB Global
RBA
+$26M
4
LOPE icon
Grand Canyon Education
LOPE
+$25.5M
5
MEDP icon
Medpace
MEDP
+$24.7M

Sector Composition

Rank Sector Weight
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
NVDA icon
1
NVIDIA
NVDA
$5.25T
$200M 5.58%
998,902
-157,641
-14% -$32.4M
MSFT icon
2
Microsoft
MSFT
$3.81T
$154M 4.31%
413,524
-46,282
-10% -$18.7M
HEI icon
3
HEICO Corp
HEI
$47B
$129M 3.59%
361,213
-45,013
-11% -$13.7M
AMZN icon
4
Amazon
AMZN
$2.87T
$120M 3.36%
504,618
-57,421
-10% -$14.4M
RBA icon
5
RB Global
RBA
$15.9B
$120M 3.34%
1,027,992
-247,392
-19% -$26M
ADI icon
6
Analog Devices
ADI
$175B
$117M 3.28%
295,295
-51,370
-15% -$20.3M
MEDP icon
7
Medpace
MEDP
$16.8B
$97.4M 2.72%
183,941
-53,466
-23% -$24.7M
FAST icon
8
Fastenal
FAST
$57.1B
$96.1M 2.68%
2,001,710
-220,172
-10% -$9.99M
GOOGL icon
9
Alphabet (Google) Class A
GOOGL
$4.24T
$85.6M 2.39%
239,570
-28,296
-11% -$10.2M
WST icon
10
West Pharmaceutical
WST
$23.7B
$83.5M 2.33%
232,514
-28,928
-11% -$8.84M
LOPE icon
11
Grand Canyon Education
LOPE
$3.94B
$79.5M 2.22%
555,692
-160,894
-22% -$25.5M
PRVA icon
12
Privia Health
PRVA
$2.66B
$77.2M 2.15%
2,998,597
-919,351
-23% -$21.3M
FIVE icon
13
Five Below
FIVE
$13.4B
$77.1M 2.15%
428,994
-143,307
-25% -$30.9M
TYL icon
14
Tyler Technologies
TYL
$15.5B
$73.5M 2.05%
251,422
-4,991
-2% -$1.58M
ENSG icon
15
The Ensign Group
ENSG
$10.1B
$70.5M 1.97%
440,086
-129,259
-23% -$22.8M
GOOG icon
16
Alphabet (Google) Class C
GOOG
$4.19T
$66.8M 1.87%
189,147
-21,007
-10% -$7.51M
KNSL icon
17
Kinsale Capital Group
KNSL
$8.67B
$61.2M 1.71%
185,530
-60,706
-25% -$19.5M
KAI icon
18
Kadant
KAI
$3.57B
$61.1M 1.71%
194,573
-57,657
-23% -$18M
VEEV icon
19
Veeva Systems
VEEV
$44.8B
$55.6M 1.55%
313,378
+5,661
+2% +$933K
SPGI icon
20
S&P Global
SPGI
$131B
$52.9M 1.48%
129,844
-14,371
-10% -$6.07M
WSO icon
21
Watsco Inc
WSO
$12.8B
$50.1M 1.4%
120,334
-11,404
-9% -$4.58M
VRSK icon
22
Verisk Analytics
VRSK
$25B
$49M 1.37%
272,866
-18,826
-6% -$3.32M
NOW icon
23
ServiceNow
NOW
$150B
$48.7M 1.36%
490,814
-58,970
-11% -$5.84M
ROL icon
24
Rollins
ROL
$17.5B
$47M 1.31%
1,126,020
-116,565
-9% -$5.96M
TSLA icon
25
Tesla
TSLA
$1.38T
$45.4M 1.27%
107,923
-13,717
-11% -$5.46M
1
2 3 4 5

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Riverbridge Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Riverbridge Partners held 209 positions worth $3.58B, down 12% from $4.09B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Riverbridge Partners withdrew a net $756M in Q2 2026, closing 11 positions and reducing 124 holdings. Its most notable exit was WillScot Mobile Mini Holdings, an estimated $11.6M position sold in full.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 29% a quarter earlier, followed by Industrials and Healthcare.

Against the trend, Riverbridge Partners opened a new position in Boot Barn worth $11.1M.

  • Riverbridge Partners's largest Q2 2026 buy was Boot Barn: 67,475 shares worth $11.1M.
  • Riverbridge Partners added most to Guidewire Software in Q2 2026, an estimated $4.99M increase.
  • Riverbridge Partners's biggest Q2 2026 reduction was NVIDIA, cutting an estimated $32.4M.
  • Riverbridge Partners fully exited WillScot Mobile Mini Holdings in Q2 2026, selling an estimated $11.6M.
  • Riverbridge Partners's ten largest holdings make up 34% of its $3.58B portfolio in Q2 2026.
  • Riverbridge Partners opened 17 new positions and closed 11 in Q2 2026.
  • Riverbridge Partners's portfolio value fell 12% quarter-over-quarter to $3.58B.

Based on Riverbridge Partners's 13F filing for Q2 2026, filed 13 Jul 2026.