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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
+3.82%
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
$5.93B
AUM Growth
-$289M
Cap. Flow
-$331M
Cap. Flow %
-5.58%
Top 10 Hldgs %
32.82%
Holding
197
New
12
Increased
48
Reduced
109
Closed
11

Top Buys

Rank Stock Value
1
SNPS icon
Synopsys
SNPS
+$30.6M
2
BROS icon
Dutch Bros
BROS
+$24.2M
3
CASY icon
Casey's General Stores
CASY
+$19.4M
4
AAON icon
Aaon
AAON
+$18.4M
5
GKOS icon
Glaukos
GKOS
+$15.2M

Top Sells

Rank Stock Value
1
ANSS
Ansys
ANSS
+$108M
2
MEDP icon
Medpace
MEDP
+$30.1M
3
LOPE icon
Grand Canyon Education
LOPE
+$29M
4
DOCS icon
Doximity
DOCS
+$25M
5
NVDA icon
NVIDIA
NVDA
+$20.4M

Sector Composition

Rank Sector Weight
1 Technology 34.84%
2 Healthcare 19.43%
3 Industrials 15.56%
4 Consumer Discretionary 11.78%
5 Financials 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OPCH icon
51
Option Care Health
OPCH
$3.4B
$40.2M 0.68%
1,446,956
+181,277
+14% +$5.25M
SBUX icon
52
Starbucks
SBUX
$118B
$40.1M 0.68%
473,552
-18,741
-4% -$1.68M
AGYS icon
53
Agilysys
AGYS
$2.78B
$39.7M 0.67%
377,091
-20,448
-5% -$2.26M
CTAS icon
54
Cintas
CTAS
$82.4B
$39.7M 0.67%
193,258
-8,147
-4% -$1.74M
BL icon
55
BlackLine
BL
$1.69B
$38.3M 0.65%
720,617
-58,504
-8% -$3.16M
ACVA icon
56
ACV Auctions
ACVA
$1.35B
$35.4M 0.6%
3,567,434
+560,697
+19% +$7.18M
MSI icon
57
Motorola Solutions
MSI
$69.4B
$35.3M 0.6%
77,285
-3,100
-4% -$1.4M
TOST icon
58
Toast
TOST
$16.8B
$35.2M 0.59%
962,752
-72,243
-7% -$3.14M
CSW
59
CSW Industrials
CSW
$4.71B
$35M 0.59%
144,208
+30,705
+27% +$8.24M
WSO icon
60
Watsco Inc
WSO
$14.9B
$34.9M 0.59%
86,349
-6,254
-7% -$2.67M
GDDY icon
61
GoDaddy
GDDY
$12.3B
$34.7M 0.59%
253,371
-19,218
-7% -$2.96M
EXPO icon
62
Exponent
EXPO
$2.98B
$33.6M 0.57%
483,015
-40,146
-8% -$2.87M
TRNS icon
63
Transcat
TRNS
$793M
$29.8M 0.5%
407,213
-33,534
-8% -$2.7M
SNPS icon
64
Synopsys
SNPS
$71.5B
$26.7M 0.45%
+54,081
New +$30.6M
CWAN
65
DELISTED
Clearwater Analytics
CWAN
$26.5M 0.45%
1,468,140
-142,100
-9% -$2.88M
FICO icon
66
Fair Isaac
FICO
$28.7B
$25.8M 0.44%
17,273
-743
-4% -$1.12M
CHE icon
67
Chemed
CHE
$6.78B
$25.5M 0.43%
56,975
-5,029
-8% -$2.28M
DV icon
68
DoubleVerify
DV
$1.62B
$24.5M 0.41%
2,044,188
-163,860
-7% -$2.43M
ALGN icon
69
Align Technology
ALGN
$12B
$24.2M 0.41%
193,232
-20,343
-10% -$3.19M
HLMN icon
70
Hillman Solutions
HLMN
$1.56B
$21.3M 0.36%
2,319,134
-170,592
-7% -$1.54M
CASY icon
71
Casey's General Stores
CASY
$31.9B
$21M 0.35%
+37,149
New +$19.4M
AAON icon
72
Aaon
AAON
$8.41B
$20.9M 0.35%
+224,184
New +$18.4M
BROS icon
73
Dutch Bros
BROS
$8.78B
$20M 0.34%
+382,857
New +$24.2M
STVN icon
74
Stevanato
STVN
$5.37B
$19.9M 0.34%
773,176
-70,173
-8% -$1.73M
CRL icon
75
Charles River Laboratories
CRL
$10.9B
$19.6M 0.33%
125,304
-8,323
-6% -$1.32M
1 2
3
4 5

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Riverbridge Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Riverbridge Partners held 197 positions worth $5.93B, down 4.7% from $6.22B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Riverbridge Partners withdrew a net $331M in Q3 2025, closing 11 positions and reducing 109 holdings. Its most notable exit was Ansys, an estimated $108M position sold in full.

By sector, the portfolio is most concentrated in Technology at 35% of assets, down from 37% a quarter earlier, followed by Healthcare and Industrials.

Against the trend, Riverbridge Partners opened a new position in Synopsys worth $26.7M.

  • Riverbridge Partners's largest Q3 2025 buy was Synopsys: 54,081 shares worth $26.7M.
  • Riverbridge Partners added most to Glaukos in Q3 2025, an estimated $15.2M increase.
  • Riverbridge Partners's biggest Q3 2025 reduction was Medpace, cutting an estimated $30.1M.
  • Riverbridge Partners fully exited Ansys in Q3 2025, selling an estimated $108M.
  • Riverbridge Partners's ten largest holdings make up 33% of its $5.93B portfolio in Q3 2025.
  • Riverbridge Partners opened 12 new positions and closed 11 in Q3 2025.
  • Riverbridge Partners's portfolio value fell 4.7% quarter-over-quarter to $5.93B.

Based on Riverbridge Partners's 13F filing for Q3 2025, filed 14 Oct 2025.