RP
Riverbridge Partners Portfolio holdings
AUM
$5.93B
1-Year Est. Return
13.41%
1 Year Est. Return
+13.41%
AUM
$6.22B
AUM Growth
-$18.1M
(-0.29%)
Holding
192
Top Buys
| 1 | +$35.3M | |
| 2 | +$20.5M | |
| 3 | +$18.4M | |
| 4 |
Bio-Techne
TECH
|
+$17.2M |
| 5 |
Freshpet
FRPT
|
+$16.2M |
Top Sells
| 1 | +$46.9M | |
| 2 | +$31.5M | |
| 3 | +$31.1M | |
| 4 |
HEICO Corp
HEI
|
+$30.5M |
| 5 |
RB Global
RBA
|
+$30.3M |
Sector Composition
| 1 | Technology | 37.83% |
| 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 | |
|---|---|---|---|---|---|---|
|
26
Freshpet
FRPT
$2.7B
| $86M | 1.38% |
1,264,959
+238,130
|
|
||
27
West Pharmaceutical
WST
$19.5B
| $83.9M | 1.35% |
383,520
-24,886
|
|
||
28
Netflix
NFLX
$468B
| $73.5M | 1.18% |
54,920
-2,019
|
|
||
29
Floor & Decor
FND
$6.39B
| $73.3M | 1.18% |
964,751
-95,945
|
|
||
30
SPS Commerce
SPSC
$3.09B
| $70.6M | 1.14% |
518,420
-74,284
|
|
||
31
Guidewire Software
GWRE
$18.5B
| $70.3M | 1.13% |
298,511
-127,262
|
|
||
32
Kadant
KAI
$3.17B
| $68.5M | 1.1% |
215,690
-31,499
|
|
||
33
Descartes Systems
DSGX
$7.25B
| $64.9M | 1.04% |
638,062
-92,462
|
|
||
34
Alkami Technology
ALKT
$2.04B
| $63.3M | 1.02% |
2,098,790
+412,299
|
|
||
35
Tesla
TSLA
$1.43T
| $63.2M | 1.02% |
198,985
-6,583
|
|
||
|
CCC
36
CCC Intelligent Solutions
CCC
$4.89B
| $63.1M | 1.01% |
6,701,496
+1,380,783
|
|
||
37
Visa
V
$648B
| $58.9M | 0.95% |
165,761
-4,787
|
|
||
38
Doximity
DOCS
$10.2B
| $57.6M | 0.93% |
938,620
-142,693
|
|
||
39
Alphabet (Google) Class A
GOOGL
$3.36T
| $56.2M | 0.9% |
318,643
-8,409
|
|
||
40
Idexx Laboratories
IDXX
$56.6B
| $53.3M | 0.86% |
99,330
-3,162
|
|
||
41
Salesforce
CRM
$228B
| $52.6M | 0.85% |
192,828
-104,350
|
|
||
42
Danaher
DHR
$148B
| $51.4M | 0.83% |
259,984
-7,002
|
|
||
43
Alarm.com
ALRM
$2.49B
| $49.9M | 0.8% |
882,716
-129,268
|
|
||
|
44
Bio-Techne
TECH
$8.95B
| $49.1M | 0.79% |
954,889
+334,436
|
|
||
45
GoDaddy
GDDY
$17.8B
| $49.1M | 0.79% |
272,589
-34,716
|
|
||
46
ACV Auctions
ACVA
$930M
| $48.8M | 0.78% |
3,006,737
-375,180
|
|
||
47
Toast
TOST
$21.8B
| $45.8M | 0.74% |
1,034,995
-138,438
|
|
||
48
Repligen
RGEN
$8.04B
| $45.8M | 0.74% |
368,079
-54,023
|
|
||
49
Agilysys
AGYS
$3.54B
| $45.6M | 0.73% |
397,539
-56,178
|
|
||
50
Starbucks
SBUX
$97.3B
| $45.1M | 0.73% |
492,293
-13,226
|
|