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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
Avg Time Held
18.1 quarters
Top 10 Avg Time Held
9.5 quarters
Top 20 Avg Time Held
13.4 quarters

Top Buys

Rank Stock Value
1
BOOT icon
Boot Barn
BOOT
+$10.9M
2
ETN icon
Eaton
ETN
+$10.9M
3
GRDN icon
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 Held Since
NVDA icon
1
NVIDIA
NVDA
$5.46T
$200M 5.58%
998,902
-157,641
-14% -$32.4M
2018 Q3
31 quarters
MSFT icon
2
Microsoft
MSFT
$4.02T
$154M 4.31%
413,524
-46,282
-10% -$18.7M
2013 Q2
52 quarters
HEI icon
3
HEICO Corp
HEI
$41.5B
$129M 3.59%
361,213
-45,013
-11% -$13.7M
2015 Q1
45 quarters
AMZN icon
4
Amazon
AMZN
$2.8T
$120M 3.36%
504,618
-57,421
-10% -$14.4M
2013 Q2
52 quarters
RBA icon
5
RB Global
RBA
$16.3B
$120M 3.34%
1,027,992
-247,392
-19% -$26M
2013 Q2
52 quarters
ADI icon
6
Analog Devices
ADI
$197B
$117M 3.28%
295,295
-51,370
-15% -$20.3M
2017 Q2
36 quarters
MEDP icon
7
Medpace
MEDP
$17.3B
$97.4M 2.72%
183,941
-53,466
-23% -$24.7M
2021 Q1
21 quarters
FAST icon
8
Fastenal
FAST
$59.1B
$96.1M 2.68%
2,001,710
-220,172
-10% -$9.99M
2013 Q2
52 quarters
GOOGL icon
9
Alphabet (Google) Class A
GOOGL
$4.31T
$85.6M 2.39%
239,570
-28,296
-11% -$10.2M
2015 Q3
43 quarters
WST icon
10
West Pharmaceutical
WST
$25.9B
$83.5M 2.33%
232,514
-28,928
-11% -$8.84M
2017 Q2
36 quarters
LOPE icon
11
Grand Canyon Education
LOPE
$4.18B
$79.5M 2.22%
555,692
-160,894
-22% -$25.5M
2013 Q2
52 quarters
PRVA icon
12
Privia Health
PRVA
$2.74B
$77.2M 2.15%
2,998,597
-919,351
-23% -$21.3M
2021 Q4
18 quarters
FIVE icon
13
Five Below
FIVE
$11.8B
$77.1M 2.15%
428,994
-143,307
-25% -$30.9M
2013 Q2
52 quarters
TYL icon
14
Tyler Technologies
TYL
$13.9B
$73.5M 2.05%
251,422
-4,991
-2% -$1.58M
2017 Q2
36 quarters
ENSG icon
15
The Ensign Group
ENSG
$10.1B
$70.5M 1.97%
440,086
-129,259
-23% -$22.8M
2020 Q2
24 quarters
GOOG icon
16
Alphabet (Google) Class C
GOOG
$4.27T
$66.8M 1.87%
189,147
-21,007
-10% -$7.51M
2013 Q2
52 quarters
KNSL icon
17
Kinsale Capital Group
KNSL
$7.77B
$61.2M 1.71%
185,530
-60,706
-25% -$19.5M
2022 Q4
14 quarters
KAI icon
18
Kadant
KAI
$3.08B
$61.1M 1.71%
194,573
-57,657
-23% -$18M
2020 Q2
24 quarters
VEEV icon
19
Veeva Systems
VEEV
$47.9B
$55.6M 1.55%
313,378
+5,661
+2% +$933K
2015 Q4
42 quarters
SPGI icon
20
S&P Global
SPGI
$122B
$52.9M 1.48%
129,844
-14,371
-10% -$6.07M
2021 Q2
20 quarters
WSO icon
21
Watsco Inc
WSO
$11.8B
$50.1M 1.4%
120,334
-11,404
-9% -$4.58M
2017 Q2
36 quarters
VRSK icon
22
Verisk Analytics
VRSK
$23.1B
$49M 1.37%
272,866
-18,826
-6% -$3.32M
2014 Q2
48 quarters
NOW icon
23
ServiceNow
NOW
$145B
$48.7M 1.36%
490,814
-58,970
-11% -$5.84M
2019 Q4
26 quarters
ROL icon
24
Rollins
ROL
$15.4B
$47M 1.31%
1,126,020
-116,565
-9% -$5.96M
2013 Q2
52 quarters
TSLA icon
25
Tesla
TSLA
$1.49T
$45.4M 1.27%
107,923
-13,717
-11% -$5.46M
2024 Q2
8 quarters
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.