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
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
UNH icon
26
UnitedHealth
UNH
$336B
$44.6M 1.25%
107,378
-10,981
-9% -$4.07M
2013 Q2
52 quarters
V icon
27
Visa
V
$735B
$43.5M 1.22%
126,874
-14,791
-10% -$4.75M
2017 Q3
35 quarters
DHR icon
28
Danaher
DHR
$156B
$42.6M 1.19%
223,404
+579
+0.3% +$105K
2019 Q2
28 quarters
FRPT icon
29
Freshpet
FRPT
$3.12B
$39.9M 1.11%
675,318
-247,705
-27% -$14.2M
2016 Q1
41 quarters
SBUX icon
30
Starbucks
SBUX
$104B
$39.5M 1.1%
386,968
-40,912
-10% -$4.12M
2013 Q2
52 quarters
GKOS icon
31
Glaukos
GKOS
$9.73B
$39.4M 1.1%
282,089
-151,139
-35% -$19.1M
2021 Q2
20 quarters
IDXX icon
32
Idexx Laboratories
IDXX
$40.7B
$38.7M 1.08%
73,440
-9,084
-11% -$5.1M
2020 Q1
25 quarters
LIN icon
33
Linde
LIN
$226B
$38.4M 1.07%
73,993
-6,786
-8% -$3.44M
2018 Q4
30 quarters
CTAS icon
34
Cintas
CTAS
$81.5B
$37.8M 1.06%
222,153
-7,005
-3% -$1.21M
2024 Q3
7 quarters
PCTY icon
35
Paylocity
PCTY
$8.36B
$34.3M 0.96%
328,366
-133,653
-29% -$14.2M
2016 Q2
40 quarters
GWRE icon
36
Guidewire Software
GWRE
$13.6B
$32.8M 0.92%
266,959
+37,447
+16% +$4.99M
2018 Q4
30 quarters
CGNX icon
37
Cognex
CGNX
$10.2B
$32.2M 0.9%
444,577
-270,766
-38% -$16.4M
2015 Q3
43 quarters
FND icon
38
Floor & Decor
FND
$4.78B
$31.2M 0.87%
524,882
-130,529
-20% -$6.61M
2018 Q3
31 quarters
CSGP icon
39
CoStar Group
CSGP
$11.9B
$30.9M 0.86%
1,091,535
-135,856
-11% -$4.67M
2013 Q2
52 quarters
TECH icon
40
Bio-Techne
TECH
$11.4B
$30.8M 0.86%
436,507
-172,409
-28% -$9.31M
2013 Q2
52 quarters
FICO icon
41
Fair Isaac
FICO
$15.8B
$29.7M 0.83%
24,897
-2,004
-7% -$2.24M
2024 Q1
9 quarters
NFLX icon
42
Netflix
NFLX
$297B
$29.3M 0.82%
410,274
-53,309
-11% -$4.69M
2018 Q3
31 quarters
AAON icon
43
Aaon
AAON
$6.96B
$26.5M 0.74%
208,611
-93,758
-31% -$11M
2025 Q3
3 quarters
SSD icon
44
Simpson Manufacturing
SSD
$7B
$26M 0.73%
124,379
-56,598
-31% -$10.6M
2024 Q4
6 quarters
SNPS icon
45
Synopsys
SNPS
$96B
$25.2M 0.7%
56,481
+7,363
+15% +$3.46M
2025 Q3
3 quarters
MSI icon
46
Motorola Solutions
MSI
$73.7B
$25M 0.7%
60,313
-6,965
-10% -$2.92M
2023 Q2
12 quarters
ENTG icon
47
Entegris
ENTG
$24.2B
$24.7M 0.69%
137,455
-75,880
-36% -$10.9M
2022 Q3
15 quarters
RGEN icon
48
Repligen
RGEN
$10.8B
$23.5M 0.66%
172,507
-85,969
-33% -$10.6M
2023 Q2
12 quarters
BROS icon
49
Dutch Bros
BROS
$5.18B
$22.8M 0.64%
317,628
-193,775
-38% -$11.1M
2025 Q3
3 quarters
GLOB icon
50
Globant
GLOB
$1.65B
$22.3M 0.62%
769,815
+82,004
+12% +$3.28M
2017 Q2
36 quarters
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
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 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.