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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
+10.72%
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
$6.22B
AUM Growth
-$18.1M
Cap. Flow
-$485M
Cap. Flow %
-7.81%
Top 10 Hldgs %
30.73%
Holding
192
New
12
Increased
56
Reduced
109
Closed
7

Top Buys

Rank Stock Value
1
CWAN
Clearwater Analytics
CWAN
+$37M
2
FWRG icon
First Watch Restaurant Group
FWRG
+$21.5M
3
FRPT icon
Freshpet
FRPT
+$18.6M
4
TRNS icon
Transcat
TRNS
+$17.5M
5
TECH icon
Bio-Techne
TECH
+$16.8M

Top Sells

Rank Stock Value
1
PYCR
Paycor HCM, Inc. Common Stock
PYCR
+$46.9M
2
LOPE icon
Grand Canyon Education
LOPE
+$30.5M
3
RBA icon
RB Global
RBA
+$29.2M
4
ENSG icon
The Ensign Group
ENSG
+$28.6M
5
CRM icon
Salesforce
CRM
+$27.9M

Sector Composition

Rank Sector Weight
1 Technology 37.3%
2 Healthcare 18.22%
3 Industrials 15.9%
4 Consumer Discretionary 10.53%
5 Financials 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CTAS icon
51
Cintas
CTAS
$86.6B
$44.9M 0.72%
201,405
-5,242
-3% -$1.13M
GOOG icon
52
Alphabet (Google) Class C
GOOG
$4.11T
$44.7M 0.72%
252,089
-5,849
-2% -$967K
BL icon
53
BlackLine
BL
$1.9B
$44.1M 0.71%
779,121
-298,883
-28% -$15.4M
SSD icon
54
Simpson Manufacturing
SSD
$7.79B
$43.7M 0.7%
281,692
-39,887
-12% -$6.18M
UNH icon
55
UnitedHealth
UNH
$382B
$42.8M 0.69%
137,179
-4,840
-3% -$1.85M
GKOS icon
56
Glaukos
GKOS
$9.49B
$41.7M 0.67%
403,971
+118,509
+42% +$11.1M
OPCH icon
57
Option Care Health
OPCH
$3.76B
$41.1M 0.66%
1,265,679
-183,176
-13% -$5.92M
WSO icon
58
Watsco Inc
WSO
$13.2B
$40.9M 0.66%
92,603
-10,920
-11% -$5.07M
ALGN icon
59
Align Technology
ALGN
$12.9B
$40.4M 0.65%
213,575
-13,973
-6% -$2.47M
EXPO icon
60
Exponent
EXPO
$3.19B
$39.1M 0.63%
523,161
-72,189
-12% -$5.59M
TRNS icon
61
Transcat
TRNS
$760M
$37.9M 0.61%
440,747
+213,927
+94% +$17.5M
CWAN
62
DELISTED
Clearwater Analytics
CWAN
$35.3M 0.57%
+1,610,240
New +$37M
CGNX icon
63
Cognex
CGNX
$9.62B
$34.5M 0.55%
1,086,561
-153,598
-12% -$4.4M
MSI icon
64
Motorola Solutions
MSI
$72.1B
$33.8M 0.54%
80,385
-966
-1% -$404K
DV icon
65
DoubleVerify
DV
$1.77B
$33.1M 0.53%
2,208,048
-273,308
-11% -$3.75M
FICO icon
66
Fair Isaac
FICO
$31.8B
$32.9M 0.53%
18,016
-499
-3% -$937K
CSW
67
CSW Industrials
CSW
$4.44B
$32.6M 0.52%
113,503
+4,146
+4% +$1.25M
KRNT icon
68
Kornit Digital
KRNT
$677M
$30.6M 0.49%
1,538,229
-220,746
-13% -$4.4M
CHE icon
69
Chemed
CHE
$7.16B
$30.2M 0.49%
62,004
-9,515
-13% -$5.42M
GDYN icon
70
Grid Dynamics Holdings
GDYN
$569M
$26.1M 0.42%
2,259,889
-334,157
-13% -$4.39M
GSHD icon
71
Goosehead Insurance
GSHD
$1.68B
$25.4M 0.41%
240,378
-36,755
-13% -$3.89M
TTD icon
72
Trade Desk
TTD
$8.97B
$24.2M 0.39%
335,656
-418
-0.1% -$26.7K
PNTG icon
73
Pennant Group
PNTG
$1.43B
$24.1M 0.39%
807,137
-121,474
-13% -$3.33M
POWI icon
74
Power Integrations
POWI
$3.15B
$23M 0.37%
411,187
-61,607
-13% -$3.16M
WSC icon
75
WillScot Mobile Mini Holdings
WSC
$4.37B
$22.4M 0.36%
817,341
-123,974
-13% -$3.3M
1 2
3
4 5

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Riverbridge Partners's Q2 2025 Portfolio in Review

As of Q2 2025, Riverbridge Partners held 192 positions worth $6.22B, down 0.29% from $6.23B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Riverbridge Partners withdrew a net $485M in Q2 2025, closing 7 positions and reducing 109 holdings. Its most notable exit was Paycor HCM, Inc. Common Stock, an estimated $46.9M position sold in full.

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

Against the trend, Riverbridge Partners opened a new position in Clearwater Analytics worth $35.3M.

  • Riverbridge Partners's largest Q2 2025 buy was Clearwater Analytics: 1,610,240 shares worth $35.3M.
  • Riverbridge Partners added most to Freshpet in Q2 2025, an estimated $18.6M increase.
  • Riverbridge Partners's biggest Q2 2025 reduction was Grand Canyon Education, cutting an estimated $30.5M.
  • Riverbridge Partners fully exited Paycor HCM, Inc. Common Stock in Q2 2025, selling an estimated $46.9M.
  • Riverbridge Partners's ten largest holdings make up 31% of its $6.22B portfolio in Q2 2025.
  • Riverbridge Partners opened 12 new positions and closed 7 in Q2 2025.
  • Riverbridge Partners's portfolio value fell 0.29% quarter-over-quarter to $6.22B.

Based on Riverbridge Partners's 13F filing for Q2 2025, filed 15 Jul 2025.