RP

Riverbridge Partners Portfolio holdings

AUM $5.93B
1-Year Est. Return 13.41%
This Quarter Est. Return
1 Year Est. Return
+13.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.85B
AUM Growth
+$1.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$82.5M
2
+$57.4M
3
+$56.9M
4
VMEO
Vimeo
VMEO
+$47.5M
5
GKOS icon
Glaukos
GKOS
+$46.5M

Top Sells

1
+$58.1M
2
+$42.5M
3
+$41.7M
4
FND icon
Floor & Decor
FND
+$31M
5
WSC icon
WillScot Mobile Mini Holdings
WSC
+$27.1M

Sector Composition

1 Technology 36.82%
2 Healthcare 23.55%
3 Industrials 15.25%
4 Consumer Discretionary 9.1%
5 Communication Services 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$131M 1.33%
3,959,908
+136,093
27
$130M 1.32%
3,811,704
+145,563
28
$129M 1.31%
2,802,535
+116,913
29
$123M 1.25%
395,597
+8,999
30
$123M 1.25%
2,904,865
+105,251
31
$122M 1.24%
756,222
+509,896
32
$102M 1.04%
909,748
+48,496
33
$102M 1.04%
418,493
+9,998
34
$101M 1.02%
415,496
+236,627
35
$98.1M 1%
569,667
+13,955
36
$97.2M 0.99%
408,681
+12,745
37
$95.3M 0.97%
852,151
+17,454
38
$95.2M 0.97%
953,718
+30,418
39
$94.6M 0.96%
839,428
+11,165
40
$92.4M 0.94%
730,359
-329,940
41
$91.6M 0.93%
1,088,965
+51,335
42
$91.6M 0.93%
812,282
+39,505
43
$90.9M 0.92%
1,018,769
+55,755
44
$90.1M 0.91%
4,503,600
+107,320
45
$89.8M 0.91%
142,159
+4,064
46
$84.1M 0.85%
967,422
+56,448
47
$83.6M 0.85%
861,566
-598,840
48
$81.9M 0.83%
397,582
+9,127
49
$81M 0.82%
202,381
+4,096
50
$72.8M 0.74%
445,086
+20,222
1
2
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