We are live on ! Find out more
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
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
UNH icon
26
UnitedHealth
UNH
$353B
$44.6M 1.25%
107,378
-10,981
-9% -$4.07M
V icon
27
Visa
V
$712B
$43.5M 1.22%
126,874
-14,791
-10% -$4.75M
DHR icon
28
Danaher
DHR
$152B
$42.6M 1.19%
223,404
+579
+0.3% +$105K
FRPT icon
29
Freshpet
FRPT
$3.4B
$39.9M 1.11%
675,318
-247,705
-27% -$14.2M
SBUX icon
30
Starbucks
SBUX
$123B
$39.5M 1.1%
386,968
-40,912
-10% -$4.12M
GKOS icon
31
Glaukos
GKOS
$10.6B
$39.4M 1.1%
282,089
-151,139
-35% -$19.1M
IDXX icon
32
Idexx Laboratories
IDXX
$43.7B
$38.7M 1.08%
73,440
-9,084
-11% -$5.1M
LIN icon
33
Linde
LIN
$226B
$38.4M 1.07%
73,993
-6,786
-8% -$3.44M
CTAS icon
34
Cintas
CTAS
$81.7B
$37.8M 1.06%
222,153
-7,005
-3% -$1.21M
PCTY icon
35
Paylocity
PCTY
$8.38B
$34.3M 0.96%
328,366
-133,653
-29% -$14.2M
GWRE icon
36
Guidewire Software
GWRE
$17.1B
$32.8M 0.92%
266,959
+37,447
+16% +$4.99M
CGNX icon
37
Cognex
CGNX
$10.2B
$32.2M 0.9%
444,577
-270,766
-38% -$16.4M
FND icon
38
Floor & Decor
FND
$5.64B
$31.2M 0.87%
524,882
-130,529
-20% -$6.61M
CSGP icon
39
CoStar Group
CSGP
$13.1B
$30.9M 0.86%
1,091,535
-135,856
-11% -$4.67M
TECH icon
40
Bio-Techne
TECH
$11.3B
$30.8M 0.86%
436,507
-172,409
-28% -$9.31M
FICO icon
41
Fair Isaac
FICO
$24.9B
$29.7M 0.83%
24,897
-2,004
-7% -$2.24M
NFLX icon
42
Netflix
NFLX
$340B
$29.3M 0.82%
410,274
-53,309
-11% -$4.69M
AAON icon
43
Aaon
AAON
$6.26B
$26.5M 0.74%
208,611
-93,758
-31% -$11M
SSD icon
44
Simpson Manufacturing
SSD
$7.46B
$26M 0.73%
124,379
-56,598
-31% -$10.6M
SNPS icon
45
Synopsys
SNPS
$84.8B
$25.2M 0.7%
56,481
+7,363
+15% +$3.46M
MSI icon
46
Motorola Solutions
MSI
$80.4B
$25M 0.7%
60,313
-6,965
-10% -$2.92M
ENTG icon
47
Entegris
ENTG
$20.6B
$24.7M 0.69%
137,455
-75,880
-36% -$10.9M
RGEN icon
48
Repligen
RGEN
$9.95B
$23.5M 0.66%
172,507
-85,969
-33% -$10.6M
BROS icon
49
Dutch Bros
BROS
$6.88B
$22.8M 0.64%
317,628
-193,775
-38% -$11.1M
GLOB icon
50
Globant
GLOB
$1.75B
$22.3M 0.62%
769,815
+82,004
+12% +$3.28M
1
2
3 4 5

Similar funds

MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $3.58B AUM 45.67% 1-Year Est. Return
TAM
Troy Asset Management London, United Kingdom $3.59B AUM 10.56% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return

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.