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RP
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
(-12%)
Cap. Flow
-$756M
Cap. Flow
% of AUM
-21.11%
Top 10 Holdings %
Top 10 Hldgs %
33.59%
Holding
209
New
17
Increased
38
Reduced
124
Closed
11
Top Buys
| 1 |
Boot Barn
BOOT
|
+$10.9M |
| 2 |
Eaton
ETN
|
+$10.9M |
| 3 |
GRDN
Guardian Pharmacy Services
GRDN
|
+$9.47M |
| 4 |
Cactus
WHD
|
+$8.53M |
| 5 |
Impinj
PI
|
+$7.31M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$32.4M |
| 2 |
Five Below
FIVE
|
+$30.9M |
| 3 |
RB Global
RBA
|
+$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 | |
|---|---|---|---|---|---|---|
26
UnitedHealth
UNH
$386B
| $44.6M | 1.25% |
107,378
-10,981
| -9% | -$4.07M |
|
27
Visa
V
$677B
| $43.5M | 1.22% |
126,874
-14,791
| -10% | -$4.75M |
|
28
Danaher
DHR
$141B
| $42.6M | 1.19% |
223,404
+579
| +0.3% | +$105K |
|
29
Freshpet
FRPT
$2.67B
| $39.9M | 1.11% |
675,318
-247,705
| -27% | -$14.2M |
|
30
Starbucks
SBUX
$121B
| $39.5M | 1.1% |
386,968
-40,912
| -10% | -$4.12M |
|
31
Glaukos
GKOS
$8.95B
| $39.4M | 1.1% |
282,089
-151,139
| -35% | -$19.1M |
|
32
Idexx Laboratories
IDXX
$42.7B
| $38.7M | 1.08% |
73,440
-9,084
| -11% | -$5.1M |
|
33
Linde
LIN
$242B
| $38.4M | 1.07% |
73,993
-6,786
| -8% | -$3.44M |
|
34
Cintas
CTAS
$73.8B
| $37.8M | 1.06% |
222,153
-7,005
| -3% | -$1.21M |
|
35
Paylocity
PCTY
$6.59B
| $34.3M | 0.96% |
328,366
-133,653
| -29% | -$14.2M |
|
36
Guidewire Software
GWRE
$11.7B
| $32.8M | 0.92% |
266,959
+37,447
| +16% | +$4.99M |
|
37
Cognex
CGNX
$10.8B
| $32.2M | 0.9% |
444,577
-270,766
| -38% | -$16.4M |
|
38
Floor & Decor
FND
$6.07B
| $31.2M | 0.87% |
524,882
-130,529
| -20% | -$6.61M |
|
39
CoStar Group
CSGP
$11.3B
| $30.9M | 0.86% |
1,091,535
-135,856
| -11% | -$4.67M |
|
40
Bio-Techne
TECH
$11.1B
| $30.8M | 0.86% |
436,507
-172,409
| -28% | -$9.31M |
|
41
Fair Isaac
FICO
$28.1B
| $29.7M | 0.83% |
24,897
-2,004
| -7% | -$2.24M |
|
42
Netflix
NFLX
$310B
| $29.3M | 0.82% |
410,274
-53,309
| -11% | -$4.69M |
|
43
Aaon
AAON
$9.25B
| $26.5M | 0.74% |
208,611
-93,758
| -31% | -$11M |
|
44
Simpson Manufacturing
SSD
$7.78B
| $26M | 0.73% |
124,379
-56,598
| -31% | -$10.6M |
|
45
Synopsys
SNPS
$81.6B
| $25.2M | 0.7% |
56,481
+7,363
| +15% | +$3.46M |
|
46
Motorola Solutions
MSI
$68.7B
| $25M | 0.7% |
60,313
-6,965
| -10% | -$2.92M |
|
47
Entegris
ENTG
$21.4B
| $24.7M | 0.69% |
137,455
-75,880
| -36% | -$10.9M |
|
48
Repligen
RGEN
$8.3B
| $23.5M | 0.66% |
172,507
-85,969
| -33% | -$10.6M |
|
49
Dutch Bros
BROS
$8.79B
| $22.8M | 0.64% |
317,628
-193,775
| -38% | -$11.1M |
|
50
Globant
GLOB
$1.34B
| $22.3M | 0.62% |
769,815
+82,004
| +12% | +$3.28M |
|
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