RP
Riverbridge Partners Portfolio holdings
AUM
$5.93B
1-Year Est. Return
13.41%
1 Year Est. Return
+13.41%
AUM
$6.22B
AUM Growth
-$18.1M
(-0.29%)
Holding
192
Top Buys
| 1 | +$35.3M | |
| 2 | +$20.5M | |
| 3 | +$18.4M | |
| 4 |
Bio-Techne
TECH
|
+$17.2M |
| 5 |
Freshpet
FRPT
|
+$16.2M |
Top Sells
| 1 | +$46.9M | |
| 2 | +$31.5M | |
| 3 | +$31.1M | |
| 4 |
HEICO Corp
HEI
|
+$30.5M |
| 5 |
RB Global
RBA
|
+$30.3M |
Sector Composition
| 1 | Technology | 37.83% |
| 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 | |
|---|---|---|---|---|---|---|
51
Cintas
CTAS
$74.4B
| $44.9M | 0.72% |
201,405
-5,242
|
|
||
52
Alphabet (Google) Class C
GOOG
$3.38T
| $44.7M | 0.72% |
252,089
-5,849
|
|
||
53
BlackLine
BL
$3.32B
| $44.1M | 0.71% |
779,121
-298,883
|
|
||
54
Simpson Manufacturing
SSD
$7.11B
| $43.7M | 0.7% |
281,692
-39,887
|
|
||
55
UnitedHealth
UNH
$294B
| $42.8M | 0.69% |
137,179
-4,840
|
|
||
56
Glaukos
GKOS
$4.82B
| $41.7M | 0.67% |
403,971
+118,509
|
|
||
57
Option Care Health
OPCH
$4.39B
| $41.1M | 0.66% |
1,265,679
-183,176
|
|
||
58
Watsco Inc
WSO
$14.3B
| $40.9M | 0.66% |
92,603
-10,920
|
|
||
59
Align Technology
ALGN
$9.67B
| $40.4M | 0.65% |
213,575
-13,973
|
|
||
60
Exponent
EXPO
$3.56B
| $39.1M | 0.63% |
523,161
-72,189
|
|
||
61
Transcat
TRNS
$516M
| $37.9M | 0.61% |
440,747
+213,927
|
|
||
62
Clearwater Analytics
CWAN
$4.74B
| $35.3M | 0.57% |
+1,610,240
|
|
||
63
Cognex
CGNX
$6.58B
| $34.5M | 0.55% |
1,086,561
-153,598
|
|
||
64
Motorola Solutions
MSI
$65.1B
| $33.8M | 0.54% |
80,385
-966
|
|
||
65
DoubleVerify
DV
$1.54B
| $33.1M | 0.53% |
2,208,048
-273,308
|
|
||
66
Fair Isaac
FICO
$41.8B
| $32.9M | 0.53% |
18,016
-499
|
|
||
|
CSW
67
CSW Industrials
CSW
$4.09B
| $32.6M | 0.52% |
113,503
+4,146
|
|
||
68
Kornit Digital
KRNT
$607M
| $30.6M | 0.49% |
1,538,229
-220,746
|
|
||
69
Chemed
CHE
$6.13B
| $30.2M | 0.49% |
62,004
-9,515
|
|
||
70
Grid Dynamics Holdings
GDYN
$748M
| $26.1M | 0.42% |
2,259,889
-334,157
|
|
||
71
Goosehead Insurance
GSHD
$1.73B
| $25.4M | 0.41% |
240,378
-36,755
|
|
||
72
Trade Desk
TTD
$20.8B
| $24.2M | 0.39% |
335,656
-418
|
|
||
73
Pennant Group
PNTG
$884M
| $24.1M | 0.39% |
807,137
-121,474
|
|
||
74
Power Integrations
POWI
$1.95B
| $23M | 0.37% |
411,187
-61,607
|
|
||
75
WillScot Mobile Mini Holdings
WSC
$3.32B
| $22.4M | 0.36% |
817,341
-123,974
|
|