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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
-6.4%
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
$6.23B
AUM Growth
-$1.09B
Cap. Flow
-$431M
Cap. Flow %
-6.91%
Top 10 Hldgs %
28.97%
Holding
190
New
11
Increased
64
Reduced
99
Closed
10

Top Buys

Rank Stock Value
1
AGYS icon
Agilysys
AGYS
+$41.5M
2
FRPT icon
Freshpet
FRPT
+$19.2M
3
ASML icon
ASML
ASML
+$2.1M
4
TSM icon
TSMC
TSM
+$2.09M
5
WIW
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
+$1.5M

Top Sells

Rank Stock Value
1
GWRE icon
Guidewire Software
GWRE
+$93.4M
2
LOPE icon
Grand Canyon Education
LOPE
+$27.8M
3
RBA icon
RB Global
RBA
+$17M
4
GLOB icon
Globant
GLOB
+$15.7M
5
HEI icon
HEICO Corp
HEI
+$14.8M

Sector Composition

Rank Sector Weight
1 Technology 36.75%
2 Healthcare 20.06%
3 Industrials 15.95%
4 Consumer Discretionary 9.23%
5 Financials 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FIVE icon
26
Five Below
FIVE
$12B
$84.6M 1.36%
1,129,241
-73,510
-6% -$6.46M
NOW icon
27
ServiceNow
NOW
$115B
$84.1M 1.35%
527,915
-7,100
-1% -$1.37M
ADI icon
28
Analog Devices
ADI
$179B
$83.4M 1.34%
413,531
-5,371
-1% -$1.16M
KAI icon
29
Kadant
KAI
$3.63B
$83.3M 1.34%
247,189
-24,942
-9% -$9.06M
GWRE icon
30
Guidewire Software
GWRE
$12.6B
$79.8M 1.28%
425,773
-480,472
-53% -$93.4M
CRM icon
31
Salesforce
CRM
$151B
$79.8M 1.28%
297,178
-5,178
-2% -$1.61M
SPSC icon
32
SPS Commerce
SPSC
$2.64B
$78.7M 1.26%
592,704
-58,898
-9% -$9.26M
UNH icon
33
UnitedHealth
UNH
$376B
$74.4M 1.19%
142,019
-4,346
-3% -$2.22M
DSGX icon
34
Descartes Systems
DSGX
$6.44B
$73.7M 1.18%
730,524
-70,399
-9% -$7.78M
DOCS icon
35
Doximity
DOCS
$3.76B
$62.7M 1.01%
1,081,313
-104,414
-9% -$6.59M
V icon
36
Visa
V
$684B
$59.8M 0.96%
170,548
-2,962
-2% -$1M
ALRM icon
37
Alarm.com
ALRM
$2.71B
$56.3M 0.9%
1,011,984
-94,391
-9% -$5.66M
GDDY icon
38
GoDaddy
GDDY
$11B
$55.4M 0.89%
307,305
-33,139
-10% -$6.33M
DHR icon
39
Danaher
DHR
$137B
$54.7M 0.88%
266,986
-4,370
-2% -$954K
RGEN icon
40
Repligen
RGEN
$7.96B
$53.7M 0.86%
422,102
-32,996
-7% -$5.08M
TSLA icon
41
Tesla
TSLA
$1.23T
$53.3M 0.85%
205,568
-7,399
-3% -$2.47M
NFLX icon
42
Netflix
NFLX
$299B
$53.1M 0.85%
569,390
-9,250
-2% -$880K
WSO icon
43
Watsco Inc
WSO
$12.7B
$52.6M 0.84%
103,523
-9,949
-9% -$4.9M
BL icon
44
BlackLine
BL
$1.84B
$52.2M 0.84%
1,078,004
-98,637
-8% -$5.4M
OPCH icon
45
Option Care Health
OPCH
$3.45B
$50.6M 0.81%
1,448,855
-43,614
-3% -$1.37M
GOOGL icon
46
Alphabet (Google) Class A
GOOGL
$4.36T
$50.6M 0.81%
327,052
-14,149
-4% -$2.57M
SSD icon
47
Simpson Manufacturing
SSD
$7.72B
$50.5M 0.81%
321,579
-30,671
-9% -$5.04M
SBUX icon
48
Starbucks
SBUX
$120B
$49.6M 0.8%
505,519
-4,584
-0.9% -$474K
EXPO icon
49
Exponent
EXPO
$3.24B
$48.3M 0.77%
595,350
-57,365
-9% -$5M
CCC
50
CCC Intelligent Solutions
CCC
$3.59B
$48M 0.77%
5,320,713
-579,438
-10% -$6.02M
1
2
3 4 5

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Riverbridge Partners's Q1 2025 Portfolio in Review

As of Q1 2025, Riverbridge Partners held 190 positions worth $6.23B, down 15% from $7.33B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Riverbridge Partners withdrew a net $431M in Q1 2025, closing 10 positions and reducing 99 holdings. Its most notable exit was Insight Select Income Fund, an estimated $518K position sold in full.

By sector, the portfolio is most concentrated in Technology at 37% of assets, down from 40% a quarter earlier, followed by Healthcare and Industrials.

Against the trend, Riverbridge Partners opened a new position in Agilysys worth $32.9M.

  • Riverbridge Partners's largest Q1 2025 buy was Agilysys: 453,717 shares worth $32.9M.
  • Riverbridge Partners added most to Freshpet in Q1 2025, an estimated $19.2M increase.
  • Riverbridge Partners's biggest Q1 2025 reduction was Guidewire Software, cutting an estimated $93.4M.
  • Riverbridge Partners fully exited Insight Select Income Fund in Q1 2025, selling an estimated $518K.
  • Riverbridge Partners's ten largest holdings make up 29% of its $6.23B portfolio in Q1 2025.
  • Riverbridge Partners opened 11 new positions and closed 10 in Q1 2025.
  • Riverbridge Partners's portfolio value fell 15% quarter-over-quarter to $6.23B.

Based on Riverbridge Partners's 13F filing for Q1 2025, filed 21 Apr 2025.