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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
+9.93%
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
$3.58B
AUM Growth
-$505M
Cap. Flow
-$756M
Cap. Flow %
-21.11%
Top 10 Hldgs %
33.59%
Holding
209
New
17
Increased
38
Reduced
124
Closed
11
Avg Time Held
18.1 quarters
Top 10 Avg Time Held
9.5 quarters
Top 20 Avg Time Held
13.4 quarters

Top Buys

Rank Stock Value
1
BOOT icon
Boot Barn
BOOT
+$10.9M
2
ETN icon
Eaton
ETN
+$10.9M
3
GRDN icon
Guardian Pharmacy Services
GRDN
+$9.47M
4
WHD icon
Cactus
WHD
+$8.53M
5
PI icon
Impinj
PI
+$7.31M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$32.4M
2
FIVE icon
Five Below
FIVE
+$30.9M
3
RBA icon
RB Global
RBA
+$26M
4
LOPE icon
Grand Canyon Education
LOPE
+$25.5M
5
MEDP icon
Medpace
MEDP
+$24.7M

Sector Composition

Rank Sector Weight
1 Technology 28.62%
2 Industrials 19.54%
3 Healthcare 19.36%
4 Consumer Discretionary 12.39%
5 Communication Services 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
WK icon
51
Workiva
WK
$3.97B
$21.2M 0.59%
436,284
-214,959
-33% -$11.1M
2018 Q1
33 quarters
EXPO icon
52
Exponent
EXPO
$3.36B
$21.1M 0.59%
359,934
-173,185
-32% -$10.6M
2016 Q4
38 quarters
CSW icon
53
CSW Industrials
CSW
$4.71B
$20.4M 0.57%
73,442
-42,209
-36% -$11.7M
2024 Q4
6 quarters
DSGX icon
54
Descartes Systems
DSGX
$7.16B
$20.2M 0.56%
291,102
-160,320
-36% -$11.4M
2019 Q2
28 quarters
SAP icon
55
SAP
SAP
$251B
$19.4M 0.54%
125,736
-13,203
-10% -$2.25M
2025 Q1
5 quarters
TRNS icon
56
Transcat
TRNS
$805M
$18.8M 0.52%
202,389
-108,087
-35% -$8.82M
2024 Q2
8 quarters
AGYS icon
57
Agilysys
AGYS
$2.98B
$18.8M 0.52%
179,573
-76,481
-30% -$5.92M
2025 Q1
5 quarters
ALRM icon
58
Alarm.com
ALRM
$2.75B
$18.4M 0.52%
394,872
-197,982
-33% -$8.88M
2017 Q2
36 quarters
FWRG icon
59
First Watch Restaurant Group
FWRG
$695M
$17.4M 0.49%
1,348,632
-743,068
-36% -$8.72M
2025 Q2
4 quarters
CRM icon
60
Salesforce
CRM
$193B
$15.9M 0.44%
101,205
-64,054
-39% -$11.3M
2015 Q4
42 quarters
CCC icon
61
CCC Intelligent Solutions
CCC
$4.47B
$15M 0.42%
2,907,042
-1,574,042
-35% -$7.79M
2022 Q4
14 quarters
OPCH icon
62
Option Care Health
OPCH
$4.66B
$13.6M 0.38%
650,568
-333,792
-34% -$7.76M
2023 Q3
11 quarters
ACVA icon
63
ACV Auctions
ACVA
$1.77B
$13.2M 0.37%
1,839,453
-848,006
-32% -$4.81M
2023 Q2
12 quarters
CRL icon
64
Charles River Laboratories
CRL
$14.4B
$12.9M 0.36%
56,703
-7,085
-11% -$1.26M
2021 Q1
21 quarters
LOAR icon
65
Loar Holdings
LOAR
$5.84B
$12.3M 0.34%
153,080
-105,336
-41% -$6.72M
2025 Q4
2 quarters
CASY icon
66
Casey's General Stores
CASY
$23.9B
$12.1M 0.34%
15,224
-2,388
-14% -$1.92M
2025 Q3
3 quarters
PNTG icon
67
Pennant Group
PNTG
$1.42B
$11.7M 0.33%
315,832
-345,219
-52% -$11.3M
2020 Q3
23 quarters
POWI icon
68
Power Integrations
POWI
$2.63B
$11.6M 0.32%
138,538
-197,530
-59% -$14.3M
2013 Q2
52 quarters
ETN icon
69
Eaton
ETN
$166B
$11.5M 0.32%
+26,919
New +$10.9M
2026 Q2
0 quarters
RBC icon
70
RBC Bearings
RBC
$16.1B
$11.5M 0.32%
17,797
-2,589
-13% -$1.54M
2026 Q1
1 quarter
TOST icon
71
Toast
TOST
$18.1B
$11.1M 0.31%
399,492
-60,315
-13% -$1.57M
2023 Q3
11 quarters
BOOT icon
72
Boot Barn
BOOT
$3.63B
$11.1M 0.31%
+67,475
New +$10.9M
2026 Q2
0 quarters
STVN icon
73
Stevanato
STVN
$5.25B
$10.9M 0.3%
600,514
-72,634
-11% -$1.23M
2023 Q3
11 quarters
DV icon
74
DoubleVerify
DV
$2.11B
$10.5M 0.29%
972,989
-469,825
-33% -$4.83M
2023 Q1
13 quarters
GRDN icon
75
Guardian Pharmacy Services
GRDN
$2.56B
$10.2M 0.29%
+244,585
New +$9.47M
2026 Q2
0 quarters
1 2
3
4 5

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Riverbridge Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Riverbridge Partners held 209 positions worth $3.58B, down 12% from $4.09B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Riverbridge Partners withdrew a net $756M in Q2 2026, closing 11 positions and reducing 124 holdings. Its most notable exit was WillScot Mobile Mini Holdings, an estimated $11.6M position sold in full.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 29% a quarter earlier, followed by Industrials and Healthcare.

Against the trend, Riverbridge Partners opened a new position in Boot Barn worth $11.1M.

  • Riverbridge Partners's largest Q2 2026 buy was Boot Barn: 67,475 shares worth $11.1M.
  • Riverbridge Partners added most to Guidewire Software in Q2 2026, an estimated $4.99M increase.
  • Riverbridge Partners's biggest Q2 2026 reduction was NVIDIA, cutting an estimated $32.4M.
  • Riverbridge Partners fully exited WillScot Mobile Mini Holdings in Q2 2026, selling an estimated $11.6M.
  • Riverbridge Partners's ten largest holdings make up 34% of its $3.58B portfolio in Q2 2026.
  • Riverbridge Partners opened 17 new positions and closed 11 in Q2 2026.
  • Riverbridge Partners's portfolio value fell 12% quarter-over-quarter to $3.58B.

Based on Riverbridge Partners's 13F filing for Q2 2026, filed 13 Jul 2026.