RP
Riverbridge Partners Portfolio holdings
AUM
$5.33B
1-Year Est. Return
6.82%
1 Year Est. Return
+6.82%
AUM
$5.33B
AUM Growth
-$592M
(-10%)
Holding
202
Top Buys
| 1 | +$53.7M | |
| 2 | +$32.5M | |
| 3 | +$23M | |
| 4 |
Fair Isaac
FICO
|
+$21.3M |
| 5 |
Loar Holdings
LOAR
|
+$18.8M |
Top Sells
| 1 | +$51.7M | |
| 2 | +$36.9M | |
| 3 | +$27.4M | |
| 4 |
Five Below
FIVE
|
+$27.2M |
| 5 |
Tesla
TSLA
|
+$24.9M |
Sector Composition
| 1 | Technology | 33.61% |
| 2 | Healthcare | 19.45% |
| 3 | Industrials | 15.38% |
| 4 | Consumer Discretionary | 11.43% |
| 5 | Financials | 5.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Hillman Solutions
HLMN
$1.89B
| $18.8M | 0.35% |
2,166,002
-153,132
|
|
||
77
Dutch Bros
BROS
$7.91B
| $18.7M | 0.35% |
305,106
-77,751
|
|
||
|
TWFG
78
TWFG Inc
TWFG
$400M
| $17.1M | 0.32% |
593,744
+51,083
|
|
||
79
First Watch Restaurant Group
FWRG
$1.01B
| $16.5M | 0.31% |
1,096,029
-92,505
|
|
||
80
Jack Henry & Associates
JKHY
$13.9B
| $16.4M | 0.31% |
89,785
-20,119
|
|
||
81
Casey's General Stores
CASY
$22.9B
| $16.1M | 0.3% |
29,061
-8,088
|
|
||
82
Grid Dynamics Holdings
GDYN
$791M
| $15.8M | 0.3% |
1,745,967
-260,839
|
|
||
83
Goosehead Insurance
GSHD
$1.77B
| $15.5M | 0.29% |
210,392
-10,191
|
|
||
84
Stevanato
STVN
$5.6B
| $14.4M | 0.27% |
715,159
-58,017
|
|
||
85
WillScot Mobile Mini Holdings
WSC
$4.04B
| $13.5M | 0.25% |
716,222
-33,746
|
|
||
86
Power Integrations
POWI
$2.34B
| $12.7M | 0.24% |
357,594
-19,518
|
|
||
87
Align Technology
ALGN
$12.2B
| $11.4M | 0.21% |
73,297
-119,935
|
|
||
88
Vanguard Extended Market ETF
VXF
$26.5B
| $11M | 0.21% |
52,551
+10,560
|
|
||
89
Barrett Business Services
BBSI
$1.01B
| $10.7M | 0.2% |
295,543
-30,641
|
|
||
90
Inspire Medical Systems
INSP
$2.71B
| $8.96M | 0.17% |
97,111
-6,460
|
|
||
91
Apple
AAPL
$3.83T
| $8.66M | 0.16% |
31,843
-164
|
|
||
92
Trade Desk
TTD
$17.7B
| $8.47M | 0.16% |
223,103
-94,703
|
|
||
93
Phreesia
PHR
$981M
| $7.77M | 0.15% |
459,047
-46,321
|
|
||
94
iShares Russell 2000 Growth ETF
IWO
$14.4B
| $5.03M | 0.09% |
15,576
+6,250
|
|
||
95
OrthoPediatrics
KIDS
$462M
| $4.76M | 0.09% |
268,265
-25,599
|
|
||
96
Vanguard S&P 500 ETF
VOO
$854B
| $4.55M | 0.09% |
+7,255
|
|
||
97
Linde
LIN
$206B
| $4.12M | 0.08% |
9,657
-654
|
|
||
98
Walmart Inc
WMT
$959B
| $3.69M | 0.07% |
33,135
-190
|
|
||
99
TJX Companies
TJX
$173B
| $3.62M | 0.07% |
23,570
-10,499
|
|
||
100
TSMC
TSM
$1.77T
| $3.57M | 0.07% |
11,743
-132
|
|