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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

Top Buys

Rank Stock Value
1
BOOT icon
Boot Barn
BOOT
+$10.9M
2
ETN icon
Eaton
ETN
+$10.9M
3
GRDN
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
WK icon
51
Workiva
WK
$4.31B
$21.2M 0.59%
436,284
-214,959
-33% -$11.1M
EXPO icon
52
Exponent
EXPO
$3.4B
$21.1M 0.59%
359,934
-173,185
-32% -$10.6M
CSW
53
CSW Industrials
CSW
$5.19B
$20.4M 0.57%
73,442
-42,209
-36% -$11.7M
DSGX icon
54
Descartes Systems
DSGX
$7.01B
$20.2M 0.56%
291,102
-160,320
-36% -$11.4M
SAP icon
55
SAP
SAP
$256B
$19.4M 0.54%
125,736
-13,203
-10% -$2.25M
TRNS icon
56
Transcat
TRNS
$804M
$18.8M 0.52%
202,389
-108,087
-35% -$8.82M
AGYS icon
57
Agilysys
AGYS
$3.32B
$18.8M 0.52%
179,573
-76,481
-30% -$5.92M
ALRM icon
58
Alarm.com
ALRM
$2.82B
$18.4M 0.52%
394,872
-197,982
-33% -$8.88M
FWRG icon
59
First Watch Restaurant Group
FWRG
$772M
$17.4M 0.49%
1,348,632
-743,068
-36% -$8.72M
CRM icon
60
Salesforce
CRM
$211B
$15.9M 0.44%
101,205
-64,054
-39% -$11.3M
CCC
61
CCC Intelligent Solutions
CCC
$4.41B
$15M 0.42%
2,907,042
-1,574,042
-35% -$7.79M
OPCH icon
62
Option Care Health
OPCH
$3.58B
$13.6M 0.38%
650,568
-333,792
-34% -$7.76M
ACVA icon
63
ACV Auctions
ACVA
$1.22B
$13.2M 0.37%
1,839,453
-848,006
-32% -$4.81M
CRL icon
64
Charles River Laboratories
CRL
$13.9B
$12.9M 0.36%
56,703
-7,085
-11% -$1.26M
LOAR icon
65
Loar Holdings
LOAR
$6.72B
$12.3M 0.34%
153,080
-105,336
-41% -$6.72M
CASY icon
66
Casey's General Stores
CASY
$28B
$12.1M 0.34%
15,224
-2,388
-14% -$1.92M
PNTG icon
67
Pennant Group
PNTG
$1.3B
$11.7M 0.33%
315,832
-345,219
-52% -$11.3M
POWI icon
68
Power Integrations
POWI
$2.88B
$11.6M 0.32%
138,538
-197,530
-59% -$14.3M
ETN icon
69
Eaton
ETN
$156B
$11.5M 0.32%
+26,919
New +$10.9M
RBC icon
70
RBC Bearings
RBC
$15.8B
$11.5M 0.32%
17,797
-2,589
-13% -$1.54M
TOST icon
71
Toast
TOST
$20.3B
$11.1M 0.31%
399,492
-60,315
-13% -$1.57M
BOOT icon
72
Boot Barn
BOOT
$4.69B
$11.1M 0.31%
+67,475
New +$10.9M
STVN icon
73
Stevanato
STVN
$5.74B
$10.9M 0.3%
600,514
-72,634
-11% -$1.23M
DV icon
74
DoubleVerify
DV
$2.07B
$10.5M 0.29%
972,989
-469,825
-33% -$4.83M
GRDN
75
Guardian Pharmacy Services
GRDN
$2.35B
$10.2M 0.29%
+244,585
New +$9.47M
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.