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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
-8.19%
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
$4.09B
AUM Growth
-$1.25B
Cap. Flow
-$693M
Cap. Flow %
-16.96%
Top 10 Hldgs %
32.16%
Holding
206
New
18
Increased
65
Reduced
91
Closed
14

Top Buys

Rank Stock Value
1
LIN icon
Linde
LIN
+$33.6M
2
KAI icon
Kadant
KAI
+$24.5M
3
WSO icon
Watsco Inc
WSO
+$24.2M
4
APPF icon
AppFolio
APPF
+$16.7M
5
CWST icon
Casella Waste Systems
CWST
+$16.6M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$68M
2
HEI icon
HEICO Corp
HEI
+$59M
3
FIVE icon
Five Below
FIVE
+$50.7M
4
PAYC icon
Paycom
PAYC
+$47.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$46.8M

Sector Composition

Rank Sector Weight
1 Technology 29.38%
2 Healthcare 19.36%
3 Industrials 18.34%
4 Consumer Discretionary 12.48%
5 Financials 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FICO icon
51
Fair Isaac
FICO
$24.9B
$28.7M 0.7%
26,901
-2,999
-10% -$4.11M
CCC
52
CCC Intelligent Solutions
CCC
$4.41B
$26.9M 0.66%
4,481,084
-639,396
-12% -$4.19M
OPCH icon
53
Option Care Health
OPCH
$3.58B
$26.5M 0.65%
984,360
-278,193
-22% -$9.03M
BROS icon
54
Dutch Bros
BROS
$6.88B
$25.9M 0.63%
511,403
+206,297
+68% +$11.3M
ALRM icon
55
Alarm.com
ALRM
$2.82B
$25.6M 0.63%
592,854
-130,507
-18% -$6.23M
AAON icon
56
Aaon
AAON
$6.26B
$25M 0.61%
302,369
-52,001
-15% -$4.73M
ENTG icon
57
Entegris
ENTG
$20.6B
$25M 0.61%
213,335
-131,618
-38% -$15.6M
SAP icon
58
SAP
SAP
$256B
$23.8M 0.58%
138,939
+4,448
+3% +$918K
TRNS icon
59
Transcat
TRNS
$804M
$22.8M 0.56%
310,476
-27,029
-8% -$1.9M
SPSC icon
60
SPS Commerce
SPSC
$3.06B
$22.7M 0.56%
407,385
-73,439
-15% -$5.29M
FWRG icon
61
First Watch Restaurant Group
FWRG
$772M
$21.9M 0.54%
2,091,700
+995,671
+91% +$14.4M
PNTG icon
62
Pennant Group
PNTG
$1.3B
$20.1M 0.49%
661,051
-43,484
-6% -$1.34M
SNPS icon
63
Synopsys
SNPS
$84.8B
$19.5M 0.48%
49,118
+8,431
+21% +$3.81M
CHE icon
64
Chemed
CHE
$6.84B
$19.2M 0.47%
50,747
-3,372
-6% -$1.44M
AGYS icon
65
Agilysys
AGYS
$3.32B
$18.2M 0.45%
256,054
-76,103
-23% -$6.61M
POWI icon
66
Power Integrations
POWI
$2.88B
$17.2M 0.42%
336,068
-21,526
-6% -$988K
HLMN icon
67
Hillman Solutions
HLMN
$1.51B
$17.1M 0.42%
2,054,588
-111,414
-5% -$1.01M
LOAR icon
68
Loar Holdings
LOAR
$6.72B
$14.8M 0.36%
258,416
-18,633
-7% -$1.26M
APPF icon
69
AppFolio
APPF
$8.3B
$13.9M 0.34%
+88,112
New +$16.7M
CWST icon
70
Casella Waste Systems
CWST
$5.96B
$13.7M 0.34%
+173,205
New +$16.6M
DV icon
71
DoubleVerify
DV
$2.07B
$13.7M 0.34%
1,442,814
-218,881
-13% -$2.24M
CASY icon
72
Casey's General Stores
CASY
$28B
$12.8M 0.31%
17,612
-11,449
-39% -$7.46M
TOST icon
73
Toast
TOST
$20.3B
$12.2M 0.3%
459,807
-295,245
-39% -$8.81M
WSC icon
74
WillScot Mobile Mini Holdings
WSC
$3.79B
$11.6M 0.28%
669,142
-47,080
-7% -$962K
LMAT icon
75
LeMaitre Vascular
LMAT
$1.84B
$11.5M 0.28%
+105,599
New +$10.1M
1 2
3
4 5

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Riverbridge Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Riverbridge Partners held 206 positions worth $4.09B, down 23% from $5.33B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Riverbridge Partners withdrew a net $693M in Q1 2026, closing 14 positions and reducing 91 holdings. Its most notable exit was Clearwater Analytics, an estimated $31.3M position sold in full.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 34% a quarter earlier, followed by Healthcare and Industrials.

Against the trend, Riverbridge Partners opened a new position in AppFolio worth $13.9M.

  • Riverbridge Partners's largest Q1 2026 buy was AppFolio: 88,112 shares worth $13.9M.
  • Riverbridge Partners added most to Linde in Q1 2026, an estimated $33.6M increase.
  • Riverbridge Partners's biggest Q1 2026 reduction was NVIDIA, cutting an estimated $68M.
  • Riverbridge Partners fully exited Clearwater Analytics in Q1 2026, selling an estimated $31.3M.
  • Riverbridge Partners's ten largest holdings make up 32% of its $4.09B portfolio in Q1 2026.
  • Riverbridge Partners opened 18 new positions and closed 14 in Q1 2026.
  • Riverbridge Partners's portfolio value fell 23% quarter-over-quarter to $4.09B.

Based on Riverbridge Partners's 13F filing for Q1 2026, filed 17 Apr 2026.