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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
+5.4%
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
$7.33B
AUM Growth
-$159M
Cap. Flow
-$420M
Cap. Flow %
-5.73%
Top 10 Hldgs %
28.34%
Holding
197
New
15
Increased
28
Reduced
127
Closed
18

Top Buys

Rank Stock Value
1
SSD icon
Simpson Manufacturing
SSD
+$64.5M
2
CSW
CSW Industrials
CSW
+$46.5M
3
INSP icon
Inspire Medical Systems
INSP
+$27.6M
4
PRVA icon
Privia Health
PRVA
+$19M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$10.3M

Top Sells

Rank Stock Value
1
FAST icon
Fastenal
FAST
+$59.8M
2
RBA icon
RB Global
RBA
+$47.5M
3
PGNY icon
Progyny
PGNY
+$28.6M
4
TYL icon
Tyler Technologies
TYL
+$23.7M
5
EXPO icon
Exponent
EXPO
+$23.3M

Sector Composition

Rank Sector Weight
1 Technology 39.52%
2 Healthcare 19.19%
3 Industrials 14.3%
4 Consumer Discretionary 9.84%
5 Consumer Staples 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRM icon
26
Salesforce
CRM
$151B
$101M 1.38%
302,356
-10,875
-3% -$3.47M
FAST icon
27
Fastenal
FAST
$54.7B
$97.9M 1.34%
2,722,346
-1,532,968
-36% -$59.8M
VRSK icon
28
Verisk Analytics
VRSK
$25.4B
$97.4M 1.33%
353,724
-15,562
-4% -$4.33M
KAI icon
29
Kadant
KAI
$3.63B
$93.9M 1.28%
272,131
-20,917
-7% -$7.59M
DSGX icon
30
Descartes Systems
DSGX
$6.44B
$91M 1.24%
800,923
-65,270
-8% -$7.28M
ADI icon
31
Analog Devices
ADI
$179B
$89M 1.21%
418,902
-15,349
-4% -$3.39M
SPGI icon
32
S&P Global
SPGI
$121B
$87.2M 1.19%
175,088
-6,242
-3% -$3.17M
TSLA icon
33
Tesla
TSLA
$1.23T
$86M 1.17%
212,967
-7,641
-3% -$2.46M
ACVA icon
34
ACV Auctions
ACVA
$1.31B
$82.1M 1.12%
3,802,404
-284,318
-7% -$5.75M
VEEV icon
35
Veeva Systems
VEEV
$33.1B
$79M 1.08%
375,798
-12,540
-3% -$2.76M
UNH icon
36
UnitedHealth
UNH
$376B
$74M 1.01%
146,365
-6,020
-4% -$3.42M
BL icon
37
BlackLine
BL
$1.84B
$71.5M 0.98%
1,176,641
-95,918
-8% -$5.72M
ALKT icon
38
Alkami Technology
ALKT
$1.94B
$69.3M 0.95%
1,890,192
-137,019
-7% -$5.12M
CCC
39
CCC Intelligent Solutions
CCC
$3.59B
$69.2M 0.94%
5,900,151
-437,574
-7% -$5.07M
ALRM icon
40
Alarm.com
ALRM
$2.71B
$67.3M 0.92%
1,106,375
-85,421
-7% -$5.09M
GDDY icon
41
GoDaddy
GDDY
$11B
$67.2M 0.92%
340,444
-23,898
-7% -$4.37M
RGEN icon
42
Repligen
RGEN
$7.96B
$65.5M 0.89%
455,098
-45,878
-9% -$6.58M
GOOGL icon
43
Alphabet (Google) Class A
GOOGL
$4.36T
$64.6M 0.88%
341,201
-16,940
-5% -$2.96M
GDYN icon
44
Grid Dynamics Holdings
GDYN
$559M
$63.5M 0.87%
2,853,974
-233,078
-8% -$4.07M
DOCS icon
45
Doximity
DOCS
$3.76B
$63.3M 0.86%
1,185,727
-97,659
-8% -$4.78M
DHR icon
46
Danaher
DHR
$137B
$62.3M 0.85%
271,356
-9,577
-3% -$2.35M
KRNT icon
47
Kornit Digital
KRNT
$705M
$59.6M 0.81%
1,927,091
+335,713
+21% +$9.63M
SSD icon
48
Simpson Manufacturing
SSD
$7.72B
$58.4M 0.8%
+352,250
New +$64.5M
EXPO icon
49
Exponent
EXPO
$3.24B
$58.2M 0.79%
652,715
-231,077
-26% -$23.3M
V icon
50
Visa
V
$684B
$54.8M 0.75%
173,510
-7,349
-4% -$2.21M
1
2
3 4 5

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Riverbridge Partners's Q4 2024 Portfolio in Review

As of Q4 2024, Riverbridge Partners held 197 positions worth $7.33B, down 2.1% from $7.49B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Riverbridge Partners withdrew a net $420M in Q4 2024, closing 18 positions and reducing 127 holdings. Its most notable exit was Progyny, an estimated $28.6M position sold in full.

By sector, the portfolio is most concentrated in Technology at 40% of assets, up from 38% a quarter earlier, followed by Healthcare and Industrials.

Against the trend, Riverbridge Partners opened a new position in Simpson Manufacturing worth $58.4M.

  • Riverbridge Partners's largest Q4 2024 buy was Simpson Manufacturing: 352,250 shares worth $58.4M.
  • Riverbridge Partners added most to Privia Health in Q4 2024, an estimated $19M increase.
  • Riverbridge Partners's biggest Q4 2024 reduction was Fastenal, cutting an estimated $59.8M.
  • Riverbridge Partners fully exited Progyny in Q4 2024, selling an estimated $28.6M.
  • Riverbridge Partners's ten largest holdings make up 28% of its $7.33B portfolio in Q4 2024.
  • Riverbridge Partners opened 15 new positions and closed 18 in Q4 2024.
  • Riverbridge Partners's portfolio value fell 2.1% quarter-over-quarter to $7.33B.

Based on Riverbridge Partners's 13F filing for Q4 2024, filed 17 Jan 2025.