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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
+9.93%
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
$3.58B
AUM Growth
-$505M
Cap. Flow
-$756M
Cap. Flow %
-21.11%
Top 10 Hldgs %
33.59%
Holding
209
New
17
Increased
38
Reduced
124
Closed
11

Top Buys

Rank Stock Value
1
BOOT icon
Boot Barn
BOOT
+$10.9M
2
ETN icon
Eaton
ETN
+$10.9M
3
GRDN
Guardian Pharmacy Services
GRDN
+$9.47M
4
WHD icon
Cactus
WHD
+$8.53M
5
PI icon
Impinj
PI
+$7.31M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$32.4M
2
FIVE icon
Five Below
FIVE
+$30.9M
3
RBA icon
RB Global
RBA
+$26M
4
LOPE icon
Grand Canyon Education
LOPE
+$25.5M
5
MEDP icon
Medpace
MEDP
+$24.7M

Sector Composition

Rank Sector Weight
1 Technology 28.62%
2 Industrials 19.54%
3 Healthcare 19.36%
4 Consumer Discretionary 12.39%
5 Communication Services 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HLMN icon
76
Hillman Solutions
HLMN
$1.51B
$10.2M 0.28%
1,202,992
-851,596
-41% -$6.77M
CWST icon
77
Casella Waste Systems
CWST
$5.96B
$9.99M 0.28%
102,979
-70,226
-41% -$6M
AAPL icon
78
Apple
AAPL
$4.67T
$9.05M 0.25%
31,263
-606
-2% -$173K
LMAT icon
79
LeMaitre Vascular
LMAT
$1.84B
$8.49M 0.24%
88,467
-17,132
-16% -$1.76M
APPF icon
80
AppFolio
APPF
$8.3B
$8.15M 0.23%
50,837
-37,275
-42% -$5.95M
PI icon
81
Impinj
PI
$5.2B
$8.02M 0.22%
+56,028
New +$7.31M
TWFG
82
TWFG Inc
TWFG
$387M
$8M 0.22%
332,658
-216,956
-39% -$4.26M
WHD icon
83
Cactus
WHD
$4.86B
$7.84M 0.22%
+152,967
New +$8.53M
JKHY icon
84
Jack Henry & Associates
JKHY
$12.1B
$7.46M 0.21%
54,164
-8,881
-14% -$1.26M
ALGN icon
85
Align Technology
ALGN
$11.2B
$7.01M 0.2%
41,537
-6,381
-13% -$1.11M
IVV icon
86
iShares Core S&P 500 ETF
IVV
$898B
$6.37M 0.18%
8,512
-7,835
-48% -$5.71M
BBSI icon
87
Barrett Business Services
BBSI
$833M
$6.08M 0.17%
171,205
-113,072
-40% -$3.55M
DOCS icon
88
Doximity
DOCS
$4.76B
$5.83M 0.16%
281,219
-208,523
-43% -$4.61M
GSHD icon
89
Goosehead Insurance
GSHD
$1.7B
$5.62M 0.16%
115,819
-79,998
-41% -$3.3M
GDYN icon
90
Grid Dynamics Holdings
GDYN
$647M
$5.6M 0.16%
986,450
-440,959
-31% -$2.73M
VXF icon
91
Vanguard Extended Market ETF
VXF
$31.3B
$5.52M 0.15%
22,413
-1,214
-5% -$278K
ECL icon
92
Ecolab
ECL
$80.4B
$3.67M 0.1%
13,173
-191
-1% -$50.3K
TJX icon
93
TJX Companies
TJX
$149B
$3.54M 0.1%
23,378
-275
-1% -$43.5K
IWO icon
94
iShares Russell 2000 Growth ETF
IWO
$14.8B
$3.43M 0.1%
8,718
-2,426
-22% -$885K
SNA icon
95
Snap-on
SNA
$20.3B
$3.34M 0.09%
8,304
-109
-1% -$41.2K
ASML icon
96
ASML
ASML
$651B
$3.33M 0.09%
1,674
-107
-6% -$170K
ROK icon
97
Rockwell Automation
ROK
$47.8B
$3.31M 0.09%
6,689
-96
-1% -$41.8K
TSM icon
98
TSMC
TSM
$2.17T
$3.25M 0.09%
6,809
-277
-4% -$112K
RA
99
Brookfield Real Assets Income Fund
RA
$697M
$3.11M 0.09%
241,792
+1,950
+0.8% +$25K
FINS
100
Angel Oak Financial Strategies Income Term Trust
FINS
$424M
$3.01M 0.08%
235,363
+1,886
+0.8% +$24.1K
2 3
4
5 6

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Riverbridge Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Riverbridge Partners held 209 positions worth $3.58B, down 12% from $4.09B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Riverbridge Partners withdrew a net $756M in Q2 2026, closing 11 positions and reducing 124 holdings. Its most notable exit was WillScot Mobile Mini Holdings, an estimated $11.6M position sold in full.

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

Against the trend, Riverbridge Partners opened a new position in Boot Barn worth $11.1M.

  • Riverbridge Partners's largest Q2 2026 buy was Boot Barn: 67,475 shares worth $11.1M.
  • Riverbridge Partners added most to Guidewire Software in Q2 2026, an estimated $4.99M increase.
  • Riverbridge Partners's biggest Q2 2026 reduction was NVIDIA, cutting an estimated $32.4M.
  • Riverbridge Partners fully exited WillScot Mobile Mini Holdings in Q2 2026, selling an estimated $11.6M.
  • Riverbridge Partners's ten largest holdings make up 34% of its $3.58B portfolio in Q2 2026.
  • Riverbridge Partners opened 17 new positions and closed 11 in Q2 2026.
  • Riverbridge Partners's portfolio value fell 12% quarter-over-quarter to $3.58B.

Based on Riverbridge Partners's 13F filing for Q2 2026, filed 13 Jul 2026.