RP
Riverbridge Partners Portfolio holdings
AUM
$5.33B
1-Year Est. Return
6.82%
1 Year Est. Return
+6.82%
AUM
$5.93B
AUM Growth
-$289M
(-4.7%)
Holding
197
Top Buys
| 1 | +$26.7M | |
| 2 | +$21M | |
| 3 | +$20.9M | |
| 4 |
Dutch Bros
BROS
|
+$20M |
| 5 |
Entegris
ENTG
|
+$15.8M |
Top Sells
| 1 | +$108M | |
| 2 | +$35.4M | |
| 3 | +$33.2M | |
| 4 |
Doximity
DOCS
|
+$28M |
| 5 |
NVIDIA
NVDA
|
+$21.8M |
Sector Composition
| 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 | |
|---|---|---|---|---|---|---|
51
Option Care Health
OPCH
$5.64B
| $40.2M | 0.68% |
1,446,956
+181,277
|
|
||
52
Starbucks
SBUX
$104B
| $40.1M | 0.68% |
473,552
-18,741
|
|
||
53
Agilysys
AGYS
$3.16B
| $39.7M | 0.67% |
377,091
-20,448
|
|
||
54
Cintas
CTAS
$78.3B
| $39.7M | 0.67% |
193,258
-8,147
|
|
||
55
BlackLine
BL
$3.15B
| $38.3M | 0.65% |
720,617
-58,504
|
|
||
56
ACV Auctions
ACVA
$1.52B
| $35.4M | 0.6% |
3,567,434
+560,697
|
|
||
57
Motorola Solutions
MSI
$64.8B
| $35.3M | 0.6% |
77,285
-3,100
|
|
||
58
Toast
TOST
$21B
| $35.2M | 0.59% |
962,752
-72,243
|
|
||
|
CSW
59
CSW Industrials
CSW
$5.36B
| $35M | 0.59% |
144,208
+30,705
|
|
||
60
Watsco Inc
WSO
$15.1B
| $34.9M | 0.59% |
86,349
-6,254
|
|
||
61
GoDaddy
GDDY
$14.6B
| $34.7M | 0.59% |
253,371
-19,218
|
|
||
62
Exponent
EXPO
$3.6B
| $33.6M | 0.57% |
483,015
-40,146
|
|
||
63
Transcat
TRNS
$601M
| $29.8M | 0.5% |
407,213
-33,534
|
|
||
64
Synopsys
SNPS
$96.7B
| $26.7M | 0.45% |
+54,081
|
|
||
65
Clearwater Analytics
CWAN
$7.08B
| $26.5M | 0.45% |
1,468,140
-142,100
|
|
||
66
Fair Isaac
FICO
$38.3B
| $25.8M | 0.44% |
17,273
-743
|
|
||
67
Chemed
CHE
$6.37B
| $25.5M | 0.43% |
56,975
-5,029
|
|
||
68
DoubleVerify
DV
$1.71B
| $24.5M | 0.41% |
2,044,188
-163,860
|
|
||
69
Align Technology
ALGN
$12.1B
| $24.2M | 0.41% |
193,232
-20,343
|
|
||
70
Hillman Solutions
HLMN
$1.89B
| $21.3M | 0.36% |
2,319,134
-170,592
|
|
||
71
Casey's General Stores
CASY
$22.8B
| $21M | 0.35% |
+37,149
|
|
||
72
Aaon
AAON
$7.17B
| $20.9M | 0.35% |
+224,184
|
|
||
|
73
Dutch Bros
BROS
$7.94B
| $20M | 0.34% |
+382,857
|
|
||
74
Stevanato
STVN
$5.59B
| $19.9M | 0.34% |
773,176
-70,173
|
|
||
75
Charles River Laboratories
CRL
$10.6B
| $19.6M | 0.33% |
125,304
-8,323
|
|