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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
-0.72%
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
$5.33B
AUM Growth
-$592M
Cap. Flow
-$431M
Cap. Flow %
-8.08%
Top 10 Hldgs %
31.63%
Holding
202
New
16
Increased
50
Reduced
110
Closed
14

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$53.2M
2
SAP icon
SAP
SAP
+$34M
3
IWM icon
iShares Russell 2000 ETF
IWM
+$23M
4
FICO icon
Fair Isaac
FICO
+$21.7M
5
LOAR icon
Loar Holdings
LOAR
+$20.2M

Top Sells

Rank Stock Value
1
MEDP icon
Medpace
MEDP
+$52.3M
2
NVDA icon
NVIDIA
NVDA
+$36.8M
3
ROL icon
Rollins
ROL
+$26.8M
4
TSLA icon
Tesla
TSLA
+$24.5M
5
FIVE icon
Five Below
FIVE
+$23.5M

Sector Composition

Rank Sector Weight
1 Technology 33.61%
2 Healthcare 19.45%
3 Industrials 15.38%
4 Consumer Discretionary 11.43%
5 Financials 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FRPT icon
26
Freshpet
FRPT
$2.93B
$61.2M 1.15%
1,003,710
-153,579
-13% -$8.71M
IDXX icon
27
Idexx Laboratories
IDXX
$44.1B
$60.7M 1.14%
89,699
-5,734
-6% -$3.9M
GKOS icon
28
Glaukos
GKOS
$9.83B
$60.4M 1.13%
535,169
-34,475
-6% -$3.29M
TSLA icon
29
Tesla
TSLA
$1.23T
$59.8M 1.12%
132,939
-55,259
-29% -$24.5M
IVV icon
30
iShares Core S&P 500 ETF
IVV
$878B
$58.2M 1.09%
84,924
+78,407
+1,203% +$53.2M
PAYC icon
31
Paycom
PAYC
$7.64B
$56.9M 1.07%
357,210
-87,554
-20% -$15.5M
DHR icon
32
Danaher
DHR
$137B
$55.1M 1.03%
240,606
-9,641
-4% -$2.12M
V icon
33
Visa
V
$684B
$53.6M 1.01%
152,913
-6,401
-4% -$2.18M
RGEN icon
34
Repligen
RGEN
$7.96B
$51.3M 0.96%
313,365
-30,070
-9% -$4.71M
FICO icon
35
Fair Isaac
FICO
$24.3B
$50.5M 0.95%
29,900
+12,627
+73% +$21.7M
GLOB icon
36
Globant
GLOB
$1.58B
$50.3M 0.94%
768,774
-122,815
-14% -$7.72M
KAI icon
37
Kadant
KAI
$3.63B
$50.1M 0.94%
175,864
-22,519
-11% -$6.4M
GWRE icon
38
Guidewire Software
GWRE
$12.6B
$50M 0.94%
248,875
-34,645
-12% -$7.66M
CRM icon
39
Salesforce
CRM
$151B
$47.3M 0.89%
178,444
-7,324
-4% -$1.82M
NFLX icon
40
Netflix
NFLX
$299B
$47.3M 0.89%
504,070
-21,630
-4% -$2.33M
DSGX icon
41
Descartes Systems
DSGX
$6.44B
$46.8M 0.88%
534,345
-54,400
-9% -$4.86M
TECH icon
42
Bio-Techne
TECH
$11.2B
$46.2M 0.87%
785,788
-120,654
-13% -$7.33M
SPSC icon
43
SPS Commerce
SPSC
$2.64B
$42.9M 0.8%
480,824
+9,599
+2% +$890K
FND icon
44
Floor & Decor
FND
$6.13B
$42.4M 0.8%
696,494
-217,543
-24% -$14.1M
ALKT icon
45
Alkami Technology
ALKT
$1.94B
$41.2M 0.77%
1,785,098
-465,587
-21% -$10.3M
UNH icon
46
UnitedHealth
UNH
$376B
$40.9M 0.77%
123,931
-8,652
-7% -$2.93M
CCC
47
CCC Intelligent Solutions
CCC
$3.59B
$40.7M 0.76%
5,120,480
-1,070,336
-17% -$8.71M
OPCH icon
48
Option Care Health
OPCH
$3.45B
$40.2M 0.75%
1,262,553
-184,403
-13% -$5.41M
CTAS icon
49
Cintas
CTAS
$81.9B
$40M 0.75%
212,721
+19,463
+10% +$3.67M
AGYS icon
50
Agilysys
AGYS
$2.97B
$39.5M 0.74%
332,157
-44,934
-12% -$5.41M
1
2
3 4 5

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Riverbridge Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Riverbridge Partners held 202 positions worth $5.33B, down 10% from $5.93B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Riverbridge Partners withdrew a net $431M in Q4 2025, closing 14 positions and reducing 110 holdings. Its most notable exit was Kornit Digital, an estimated $16.2M position sold in full.

By sector, the portfolio is most concentrated in Technology at 34% of assets, down from 35% a quarter earlier, followed by Healthcare and Industrials.

Against the trend, Riverbridge Partners opened a new position in Loar Holdings worth $18.8M.

  • Riverbridge Partners's largest Q4 2025 buy was Loar Holdings: 277,049 shares worth $18.8M.
  • Riverbridge Partners added most to iShares Core S&P 500 ETF in Q4 2025, an estimated $53.2M increase.
  • Riverbridge Partners's biggest Q4 2025 reduction was Medpace, cutting an estimated $52.3M.
  • Riverbridge Partners fully exited Kornit Digital in Q4 2025, selling an estimated $16.2M.
  • Riverbridge Partners's ten largest holdings make up 32% of its $5.33B portfolio in Q4 2025.
  • Riverbridge Partners opened 16 new positions and closed 14 in Q4 2025.
  • Riverbridge Partners's portfolio value fell 10% quarter-over-quarter to $5.33B.

Based on Riverbridge Partners's 13F filing for Q4 2025, filed 13 Jan 2026.