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Riverbridge Partners Portfolio holdings

AUM $3.58B
1-Year Est. Return 4.02%
This Fund
S&P 500
This Quarter Est. Return
+5.4%
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
$7.33B
AUM Growth
-$159M
Cap. Flow
-$420M
Cap. Flow %
-5.73%
Top 10 Hldgs %
28.34%
Holding
197
New
15
Increased
28
Reduced
127
Closed
18

Top Buys

Rank Stock Value
1
SSD icon
Simpson Manufacturing
SSD
+$64.5M
2
CSW
CSW Industrials
CSW
+$46.5M
3
INSP icon
Inspire Medical Systems
INSP
+$27.6M
4
PRVA icon
Privia Health
PRVA
+$19M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$10.3M

Top Sells

Rank Stock Value
1
FAST icon
Fastenal
FAST
+$59.8M
2
RBA icon
RB Global
RBA
+$47.5M
3
PGNY icon
Progyny
PGNY
+$28.6M
4
TYL icon
Tyler Technologies
TYL
+$23.7M
5
EXPO icon
Exponent
EXPO
+$23.3M

Sector Composition

Rank Sector Weight
1 Technology 39.52%
2 Healthcare 19.19%
3 Industrials 14.3%
4 Consumer Discretionary 9.84%
5 Consumer Staples 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WSO icon
51
Watsco Inc
WSO
$12.7B
$53.8M 0.73%
113,472
-7,922
-7% -$4.01M
NFLX icon
52
Netflix
NFLX
$299B
$51.6M 0.7%
578,640
-21,260
-4% -$1.75M
DV icon
53
DoubleVerify
DV
$1.73B
$51.6M 0.7%
2,683,561
-240,666
-8% -$4.53M
TECH icon
54
Bio-Techne
TECH
$11.2B
$49.5M 0.68%
686,722
-50,927
-7% -$3.74M
ALGN icon
55
Align Technology
ALGN
$12.1B
$49.3M 0.67%
236,287
-25,320
-10% -$5.66M
GOOG icon
56
Alphabet (Google) Class C
GOOG
$4.36T
$48.4M 0.66%
254,041
-3,603
-1% -$636K
CGNX icon
57
Cognex
CGNX
$10.9B
$47.8M 0.65%
1,333,622
-155,723
-10% -$6.1M
TOST icon
58
Toast
TOST
$18.7B
$47.4M 0.65%
1,300,915
-85,140
-6% -$2.99M
GKOS icon
59
Glaukos
GKOS
$9.83B
$46.9M 0.64%
312,931
-163,751
-34% -$22.6M
SBUX icon
60
Starbucks
SBUX
$120B
$46.5M 0.64%
510,103
-18,930
-4% -$1.83M
CRL icon
61
Charles River Laboratories
CRL
$11.2B
$44.2M 0.6%
239,388
-27,059
-10% -$5.21M
IDXX icon
62
Idexx Laboratories
IDXX
$44.1B
$42.7M 0.58%
103,381
-4,428
-4% -$1.94M
CSW
63
CSW Industrials
CSW
$5.2B
$42.2M 0.58%
+119,619
New +$46.5M
PYCR
64
DELISTED
Paycor HCM, Inc. Common Stock
PYCR
$41.8M 0.57%
2,252,299
-213,962
-9% -$3.57M
CHE icon
65
Chemed
CHE
$7.07B
$41.5M 0.57%
78,357
-6,516
-8% -$3.67M
TTD icon
66
Trade Desk
TTD
$8.48B
$41.2M 0.56%
350,704
-85,032
-20% -$10.5M
MSI icon
67
Motorola Solutions
MSI
$72.3B
$38M 0.52%
82,242
-3,173
-4% -$1.51M
FICO icon
68
Fair Isaac
FICO
$24.3B
$37.2M 0.51%
18,676
-696
-4% -$1.49M
CTAS icon
69
Cintas
CTAS
$81.9B
$37.1M 0.51%
203,132
-2,466
-1% -$518K
ENTG icon
70
Entegris
ENTG
$18.1B
$34.6M 0.47%
349,741
-28,094
-7% -$2.96M
OPCH icon
71
Option Care Health
OPCH
$3.45B
$34.6M 0.47%
1,492,469
-224,150
-13% -$5.66M
WSC icon
72
WillScot Mobile Mini Holdings
WSC
$4.39B
$34.4M 0.47%
1,029,239
-88,073
-8% -$3.24M
GSHD icon
73
Goosehead Insurance
GSHD
$2.2B
$32.6M 0.44%
303,795
-25,658
-8% -$2.8M
POWI icon
74
Power Integrations
POWI
$3.38B
$31.9M 0.44%
517,351
-45,302
-8% -$2.88M
HLMN icon
75
Hillman Solutions
HLMN
$1.54B
$31.1M 0.42%
3,187,892
-259,058
-8% -$2.77M
1 2
3
4 5

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Riverbridge Partners's Q4 2024 Portfolio in Review

As of Q4 2024, Riverbridge Partners held 197 positions worth $7.33B, down 2.1% from $7.49B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Riverbridge Partners withdrew a net $420M in Q4 2024, closing 18 positions and reducing 127 holdings. Its most notable exit was Progyny, an estimated $28.6M position sold in full.

By sector, the portfolio is most concentrated in Technology at 40% of assets, up from 38% a quarter earlier, followed by Healthcare and Industrials.

Against the trend, Riverbridge Partners opened a new position in Simpson Manufacturing worth $58.4M.

  • Riverbridge Partners's largest Q4 2024 buy was Simpson Manufacturing: 352,250 shares worth $58.4M.
  • Riverbridge Partners added most to Privia Health in Q4 2024, an estimated $19M increase.
  • Riverbridge Partners's biggest Q4 2024 reduction was Fastenal, cutting an estimated $59.8M.
  • Riverbridge Partners fully exited Progyny in Q4 2024, selling an estimated $28.6M.
  • Riverbridge Partners's ten largest holdings make up 28% of its $7.33B portfolio in Q4 2024.
  • Riverbridge Partners opened 15 new positions and closed 18 in Q4 2024.
  • Riverbridge Partners's portfolio value fell 2.1% quarter-over-quarter to $7.33B.

Based on Riverbridge Partners's 13F filing for Q4 2024, filed 17 Jan 2025.