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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
+3.82%
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
$5.93B
AUM Growth
-$289M
Cap. Flow
-$331M
Cap. Flow %
-5.58%
Top 10 Hldgs %
32.82%
Holding
197
New
12
Increased
48
Reduced
109
Closed
11

Top Buys

Rank Stock Value
1
SNPS icon
Synopsys
SNPS
+$30.6M
2
BROS icon
Dutch Bros
BROS
+$24.2M
3
CASY icon
Casey's General Stores
CASY
+$19.4M
4
AAON icon
Aaon
AAON
+$18.4M
5
GKOS icon
Glaukos
GKOS
+$15.2M

Top Sells

Rank Stock Value
1
ANSS
Ansys
ANSS
+$108M
2
MEDP icon
Medpace
MEDP
+$30.1M
3
LOPE icon
Grand Canyon Education
LOPE
+$29M
4
DOCS icon
Doximity
DOCS
+$25M
5
NVDA icon
NVIDIA
NVDA
+$20.4M

Sector Composition

Rank Sector Weight
1 Technology 34.84%
2 Healthcare 19.43%
3 Industrials 15.56%
4 Consumer Discretionary 11.78%
5 Financials 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOGL icon
26
Alphabet (Google) Class A
GOOGL
$3.91T
$75M 1.26%
308,340
-10,303
-3% -$2.16M
FND icon
27
Floor & Decor
FND
$5.81B
$67.4M 1.14%
914,037
-50,714
-5% -$4.16M
GWRE icon
28
Guidewire Software
GWRE
$11.5B
$65.2M 1.1%
283,520
-14,991
-5% -$3.41M
FRPT icon
29
Freshpet
FRPT
$2.83B
$63.8M 1.08%
1,157,289
-107,670
-9% -$6.67M
NFLX icon
30
Netflix
NFLX
$292B
$63M 1.06%
525,700
-23,500
-4% -$2.87M
IDXX icon
31
Idexx Laboratories
IDXX
$42.9B
$61M 1.03%
95,433
-3,897
-4% -$2.37M
KAI icon
32
Kadant
KAI
$3.69B
$59M 1%
198,383
-17,307
-8% -$5.65M
GOOG icon
33
Alphabet (Google) Class C
GOOG
$3.9T
$59M 1%
242,205
-9,884
-4% -$2.08M
CCC
34
CCC Intelligent Solutions
CCC
$3.42B
$56.4M 0.95%
6,190,816
-510,680
-8% -$4.94M
ALKT icon
35
Alkami Technology
ALKT
$1.8B
$55.9M 0.94%
2,250,685
+151,895
+7% +$3.88M
DSGX icon
36
Descartes Systems
DSGX
$5.84B
$55.5M 0.94%
588,745
-49,317
-8% -$5.04M
V icon
37
Visa
V
$677B
$54.4M 0.92%
159,314
-6,447
-4% -$2.23M
GLOB icon
38
Globant
GLOB
$1.35B
$51.2M 0.86%
891,589
-71,519
-7% -$5.26M
TECH icon
39
Bio-Techne
TECH
$11.2B
$50.4M 0.85%
906,442
-48,447
-5% -$2.6M
DHR icon
40
Danaher
DHR
$135B
$49.6M 0.84%
250,247
-9,737
-4% -$1.94M
SPSC icon
41
SPS Commerce
SPSC
$2.25B
$49.1M 0.83%
471,225
-47,195
-9% -$5.62M
GKOS icon
42
Glaukos
GKOS
$9.02B
$46.5M 0.78%
569,644
+165,673
+41% +$15.2M
RGEN icon
43
Repligen
RGEN
$7.44B
$45.9M 0.77%
343,435
-24,644
-7% -$2.99M
CGNX icon
44
Cognex
CGNX
$10.3B
$45.9M 0.77%
1,012,657
-73,904
-7% -$2.99M
UNH icon
45
UnitedHealth
UNH
$382B
$45.8M 0.77%
132,583
-4,596
-3% -$1.39M
CRM icon
46
Salesforce
CRM
$134B
$44M 0.74%
185,768
-7,060
-4% -$1.78M
SSD icon
47
Simpson Manufacturing
SSD
$7.98B
$43.9M 0.74%
261,977
-19,715
-7% -$3.53M
ALRM icon
48
Alarm.com
ALRM
$2.56B
$43.3M 0.73%
815,440
-67,276
-8% -$3.75M
ENTG icon
49
Entegris
ENTG
$19.7B
$41M 0.69%
443,532
+170,892
+63% +$14.5M
DOCS icon
50
Doximity
DOCS
$3.67B
$40.6M 0.69%
555,184
-383,436
-41% -$25M
1
2
3 4 5

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Riverbridge Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Riverbridge Partners held 197 positions worth $5.93B, down 4.7% from $6.22B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Riverbridge Partners withdrew a net $331M in Q3 2025, closing 11 positions and reducing 109 holdings. Its most notable exit was Ansys, an estimated $108M position sold in full.

By sector, the portfolio is most concentrated in Technology at 35% of assets, down from 37% a quarter earlier, followed by Healthcare and Industrials.

Against the trend, Riverbridge Partners opened a new position in Synopsys worth $26.7M.

  • Riverbridge Partners's largest Q3 2025 buy was Synopsys: 54,081 shares worth $26.7M.
  • Riverbridge Partners added most to Glaukos in Q3 2025, an estimated $15.2M increase.
  • Riverbridge Partners's biggest Q3 2025 reduction was Medpace, cutting an estimated $30.1M.
  • Riverbridge Partners fully exited Ansys in Q3 2025, selling an estimated $108M.
  • Riverbridge Partners's ten largest holdings make up 33% of its $5.93B portfolio in Q3 2025.
  • Riverbridge Partners opened 12 new positions and closed 11 in Q3 2025.
  • Riverbridge Partners's portfolio value fell 4.7% quarter-over-quarter to $5.93B.

Based on Riverbridge Partners's 13F filing for Q3 2025, filed 14 Oct 2025.