We are live on ! Find out more
RP

Riverbridge Partners Portfolio holdings

AUM $3.58B
1-Year Est. Return 4.02%
This Fund
S&P 500
This Quarter Est. Return
-6.4%
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
$6.23B
AUM Growth
-$1.09B
Cap. Flow
-$431M
Cap. Flow %
-6.91%
Top 10 Hldgs %
28.97%
Holding
190
New
11
Increased
64
Reduced
99
Closed
10

Top Buys

Rank Stock Value
1
AGYS icon
Agilysys
AGYS
+$41.5M
2
FRPT icon
Freshpet
FRPT
+$19.2M
3
ASML icon
ASML
ASML
+$2.1M
4
TSM icon
TSMC
TSM
+$2.09M
5
WIW
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
+$1.5M

Top Sells

Rank Stock Value
1
GWRE icon
Guidewire Software
GWRE
+$93.4M
2
LOPE icon
Grand Canyon Education
LOPE
+$27.8M
3
RBA icon
RB Global
RBA
+$17M
4
GLOB icon
Globant
GLOB
+$15.7M
5
HEI icon
HEICO Corp
HEI
+$14.8M

Sector Composition

Rank Sector Weight
1 Technology 36.75%
2 Healthcare 20.06%
3 Industrials 15.95%
4 Consumer Discretionary 9.23%
5 Financials 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ACVA icon
51
ACV Auctions
ACVA
$1.31B
$47.7M 0.76%
3,381,917
-420,487
-11% -$7.75M
PYCR
52
DELISTED
Paycor HCM, Inc. Common Stock
PYCR
$46.9M 0.75%
2,087,850
-164,449
-7% -$3.64M
ALKT icon
53
Alkami Technology
ALKT
$1.94B
$44.3M 0.71%
1,686,491
-203,701
-11% -$6.41M
CHE icon
54
Chemed
CHE
$7.07B
$44M 0.71%
71,519
-6,838
-9% -$3.89M
IDXX icon
55
Idexx Laboratories
IDXX
$44.1B
$43M 0.69%
102,492
-889
-0.9% -$386K
CTAS icon
56
Cintas
CTAS
$81.9B
$42.5M 0.68%
206,647
+3,515
+2% +$700K
GDYN icon
57
Grid Dynamics Holdings
GDYN
$559M
$40.6M 0.65%
2,594,046
-259,928
-9% -$5.21M
GOOG icon
58
Alphabet (Google) Class C
GOOG
$4.36T
$40.3M 0.65%
257,938
+3,897
+2% +$714K
TOST icon
59
Toast
TOST
$18.7B
$38.9M 0.62%
1,173,433
-127,482
-10% -$4.77M
CGNX icon
60
Cognex
CGNX
$10.9B
$37M 0.59%
1,240,159
-93,463
-7% -$3.29M
TECH icon
61
Bio-Techne
TECH
$11.2B
$36.4M 0.58%
620,453
-66,269
-10% -$4.49M
ALGN icon
62
Align Technology
ALGN
$12.1B
$36.1M 0.58%
227,548
-8,739
-4% -$1.72M
MSI icon
63
Motorola Solutions
MSI
$72.3B
$35.6M 0.57%
81,351
-891
-1% -$398K
FICO icon
64
Fair Isaac
FICO
$24.3B
$34.1M 0.55%
18,515
-161
-0.9% -$298K
KRNT icon
65
Kornit Digital
KRNT
$705M
$33.6M 0.54%
1,758,975
-168,116
-9% -$4.39M
CRL icon
66
Charles River Laboratories
CRL
$11.2B
$33.5M 0.54%
222,734
-16,654
-7% -$2.79M
DV icon
67
DoubleVerify
DV
$1.73B
$33.2M 0.53%
2,481,356
-202,205
-8% -$3.74M
AGYS icon
68
Agilysys
AGYS
$2.97B
$32.9M 0.53%
+453,717
New +$41.5M
GSHD icon
69
Goosehead Insurance
GSHD
$2.2B
$32.7M 0.52%
277,133
-26,662
-9% -$2.99M
CSW
70
CSW Industrials
CSW
$5.2B
$31.9M 0.51%
109,357
-10,262
-9% -$3.33M
GKOS icon
71
Glaukos
GKOS
$9.83B
$28.1M 0.45%
285,462
-27,469
-9% -$3.66M
ENTG icon
72
Entegris
ENTG
$18.1B
$27.8M 0.45%
318,239
-31,502
-9% -$3.18M
WSC icon
73
WillScot Mobile Mini Holdings
WSC
$4.39B
$26.2M 0.42%
941,315
-87,924
-9% -$2.99M
HLMN icon
74
Hillman Solutions
HLMN
$1.54B
$25.5M 0.41%
2,906,688
-281,204
-9% -$2.73M
JKHY icon
75
Jack Henry & Associates
JKHY
$10.9B
$24.1M 0.39%
132,201
-11,861
-8% -$2.07M
1 2
3
4 5

Similar funds

BPS
BNDES Participacoes SA Rio De Janeiro, Brazil $3.58B AUM
VPC
Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
U
Uber San Francisco, California $3.6B AUM 19.81% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Riverbridge Partners's Q1 2025 Portfolio in Review

As of Q1 2025, Riverbridge Partners held 190 positions worth $6.23B, down 15% from $7.33B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Riverbridge Partners withdrew a net $431M in Q1 2025, closing 10 positions and reducing 99 holdings. Its most notable exit was Insight Select Income Fund, an estimated $518K position sold in full.

By sector, the portfolio is most concentrated in Technology at 37% of assets, down from 40% a quarter earlier, followed by Healthcare and Industrials.

Against the trend, Riverbridge Partners opened a new position in Agilysys worth $32.9M.

  • Riverbridge Partners's largest Q1 2025 buy was Agilysys: 453,717 shares worth $32.9M.
  • Riverbridge Partners added most to Freshpet in Q1 2025, an estimated $19.2M increase.
  • Riverbridge Partners's biggest Q1 2025 reduction was Guidewire Software, cutting an estimated $93.4M.
  • Riverbridge Partners fully exited Insight Select Income Fund in Q1 2025, selling an estimated $518K.
  • Riverbridge Partners's ten largest holdings make up 29% of its $6.23B portfolio in Q1 2025.
  • Riverbridge Partners opened 11 new positions and closed 10 in Q1 2025.
  • Riverbridge Partners's portfolio value fell 15% quarter-over-quarter to $6.23B.

Based on Riverbridge Partners's 13F filing for Q1 2025, filed 21 Apr 2025.