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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
+10.72%
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
$6.22B
AUM Growth
-$18.1M
Cap. Flow
-$485M
Cap. Flow %
-7.81%
Top 10 Hldgs %
30.73%
Holding
192
New
12
Increased
56
Reduced
109
Closed
7

Top Buys

Rank Stock Value
1
CWAN
Clearwater Analytics
CWAN
+$37M
2
FWRG icon
First Watch Restaurant Group
FWRG
+$21.5M
3
FRPT icon
Freshpet
FRPT
+$18.6M
4
TRNS icon
Transcat
TRNS
+$17.5M
5
TECH icon
Bio-Techne
TECH
+$16.8M

Top Sells

Rank Stock Value
1
PYCR
Paycor HCM, Inc. Common Stock
PYCR
+$46.9M
2
LOPE icon
Grand Canyon Education
LOPE
+$30.5M
3
RBA icon
RB Global
RBA
+$29.2M
4
ENSG icon
The Ensign Group
ENSG
+$28.6M
5
CRM icon
Salesforce
CRM
+$27.9M

Sector Composition

Rank Sector Weight
1 Technology 37.3%
2 Healthcare 18.22%
3 Industrials 15.9%
4 Consumer Discretionary 10.53%
5 Financials 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FRPT icon
26
Freshpet
FRPT
$3.06B
$86M 1.38%
1,264,959
+238,130
+23% +$18.6M
WST icon
27
West Pharmaceutical
WST
$23.8B
$83.9M 1.35%
383,520
-24,886
-6% -$5.32M
NFLX icon
28
Netflix
NFLX
$306B
$73.5M 1.18%
549,200
-20,190
-4% -$2.28M
FND icon
29
Floor & Decor
FND
$6.12B
$73.3M 1.18%
964,751
-95,945
-9% -$7.13M
SPSC icon
30
SPS Commerce
SPSC
$2.57B
$70.6M 1.14%
518,420
-74,284
-13% -$10.3M
GWRE icon
31
Guidewire Software
GWRE
$14.1B
$70.3M 1.13%
298,511
-127,262
-30% -$27.3M
KAI icon
32
Kadant
KAI
$3.59B
$68.5M 1.1%
215,690
-31,499
-13% -$9.86M
DSGX icon
33
Descartes Systems
DSGX
$6.73B
$64.9M 1.04%
638,062
-92,462
-13% -$9.75M
ALKT icon
34
Alkami Technology
ALKT
$1.99B
$63.3M 1.02%
2,098,790
+412,299
+24% +$11.5M
TSLA icon
35
Tesla
TSLA
$1.2T
$63.2M 1.02%
198,985
-6,583
-3% -$1.98M
CCC
36
CCC Intelligent Solutions
CCC
$3.57B
$63.1M 1.01%
6,701,496
+1,380,783
+26% +$12.4M
V icon
37
Visa
V
$703B
$58.9M 0.95%
165,761
-4,787
-3% -$1.67M
DOCS icon
38
Doximity
DOCS
$3.91B
$57.6M 0.93%
938,620
-142,693
-13% -$7.96M
GOOGL icon
39
Alphabet (Google) Class A
GOOGL
$4.16T
$56.2M 0.9%
318,643
-8,409
-3% -$1.38M
IDXX icon
40
Idexx Laboratories
IDXX
$44.9B
$53.3M 0.86%
99,330
-3,162
-3% -$1.51M
CRM icon
41
Salesforce
CRM
$155B
$52.6M 0.85%
192,828
-104,350
-35% -$27.9M
DHR icon
42
Danaher
DHR
$138B
$51.4M 0.83%
259,984
-7,002
-3% -$1.36M
ALRM icon
43
Alarm.com
ALRM
$2.75B
$49.9M 0.8%
882,716
-129,268
-13% -$7.17M
TECH icon
44
Bio-Techne
TECH
$11.2B
$49.1M 0.79%
954,889
+334,436
+54% +$16.8M
GDDY icon
45
GoDaddy
GDDY
$13.9B
$49.1M 0.79%
272,589
-34,716
-11% -$6.23M
ACVA icon
46
ACV Auctions
ACVA
$1.43B
$48.8M 0.78%
3,006,737
-375,180
-11% -$5.84M
TOST icon
47
Toast
TOST
$19.1B
$45.8M 0.74%
1,034,995
-138,438
-12% -$5.44M
RGEN icon
48
Repligen
RGEN
$7B
$45.8M 0.74%
368,079
-54,023
-13% -$6.87M
AGYS icon
49
Agilysys
AGYS
$3.16B
$45.6M 0.73%
397,539
-56,178
-12% -$5.07M
SBUX icon
50
Starbucks
SBUX
$119B
$45.1M 0.73%
492,293
-13,226
-3% -$1.15M
1
2
3 4 5

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Riverbridge Partners's Q2 2025 Portfolio in Review

As of Q2 2025, Riverbridge Partners held 192 positions worth $6.22B, down 0.29% from $6.23B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Riverbridge Partners withdrew a net $485M in Q2 2025, closing 7 positions and reducing 109 holdings. Its most notable exit was Paycor HCM, Inc. Common Stock, an estimated $46.9M position sold in full.

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

Against the trend, Riverbridge Partners opened a new position in Clearwater Analytics worth $35.3M.

  • Riverbridge Partners's largest Q2 2025 buy was Clearwater Analytics: 1,610,240 shares worth $35.3M.
  • Riverbridge Partners added most to Freshpet in Q2 2025, an estimated $18.6M increase.
  • Riverbridge Partners's biggest Q2 2025 reduction was Grand Canyon Education, cutting an estimated $30.5M.
  • Riverbridge Partners fully exited Paycor HCM, Inc. Common Stock in Q2 2025, selling an estimated $46.9M.
  • Riverbridge Partners's ten largest holdings make up 31% of its $6.22B portfolio in Q2 2025.
  • Riverbridge Partners opened 12 new positions and closed 7 in Q2 2025.
  • Riverbridge Partners's portfolio value fell 0.29% quarter-over-quarter to $6.22B.

Based on Riverbridge Partners's 13F filing for Q2 2025, filed 15 Jul 2025.