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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
Avg Time Held
18.1 quarters
Top 10 Avg Time Held
9.5 quarters
Top 20 Avg Time Held
13.4 quarters

Top Buys

Rank Stock Value
1
BOOT icon
Boot Barn
BOOT
+$10.9M
2
ETN icon
Eaton
ETN
+$10.9M
3
GRDN icon
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 Held Since
HLMN icon
76
Hillman Solutions
HLMN
$1.38B
$10.2M 0.28%
1,202,992
-851,596
-41% -$6.77M
2024 Q2
8 quarters
CWST icon
77
Casella Waste Systems
CWST
$5.42B
$9.99M 0.28%
102,979
-70,226
-41% -$6M
2026 Q1
1 quarter
AAPL icon
78
Apple
AAPL
$4.98T
$9.05M 0.25%
31,263
-606
-2% -$173K
2013 Q2
52 quarters
LMAT icon
79
LeMaitre Vascular
LMAT
$1.9B
$8.49M 0.24%
88,467
-17,132
-16% -$1.76M
2026 Q1
1 quarter
APPF icon
80
AppFolio
APPF
$7.05B
$8.15M 0.23%
50,837
-37,275
-42% -$5.95M
2026 Q1
1 quarter
PI icon
81
Impinj
PI
$5.81B
$8.02M 0.22%
+56,028
New +$7.31M
2026 Q2
0 quarters
TWFG icon
82
TWFG Inc
TWFG
$314M
$8M 0.22%
332,658
-216,956
-39% -$4.26M
2025 Q2
4 quarters
WHD icon
83
Cactus
WHD
$4.39B
$7.84M 0.22%
+152,967
New +$8.53M
2026 Q2
0 quarters
JKHY icon
84
Jack Henry & Associates
JKHY
$10.5B
$7.46M 0.21%
54,164
-8,881
-14% -$1.26M
2020 Q2
24 quarters
ALGN icon
85
Align Technology
ALGN
$9.98B
$7.01M 0.2%
41,537
-6,381
-13% -$1.11M
2021 Q2
20 quarters
IVV icon
86
iShares Core S&P 500 ETF
IVV
$897B
$6.37M 0.18%
8,512
-7,835
-48% -$5.71M
2013 Q2
52 quarters
BBSI icon
87
Barrett Business Services
BBSI
$765M
$6.08M 0.17%
171,205
-113,072
-40% -$3.55M
2025 Q2
4 quarters
DOCS icon
88
Doximity
DOCS
$5.45B
$5.83M 0.16%
281,219
-208,523
-43% -$4.61M
2024 Q2
8 quarters
GSHD icon
89
Goosehead Insurance
GSHD
$1.05B
$5.62M 0.16%
115,819
-79,998
-41% -$3.3M
2020 Q1
25 quarters
GDYN icon
90
Grid Dynamics Holdings
GDYN
$636M
$5.6M 0.16%
986,450
-440,959
-31% -$2.73M
2021 Q1
21 quarters
VXF icon
91
Vanguard Extended Market ETF
VXF
$30.4B
$5.52M 0.15%
22,413
-1,214
-5% -$278K
2022 Q3
15 quarters
ECL icon
92
Ecolab
ECL
$79.7B
$3.67M 0.1%
13,173
-191
-1% -$50.3K
2013 Q2
52 quarters
TJX icon
93
TJX Companies
TJX
$156B
$3.54M 0.1%
23,378
-275
-1% -$43.5K
2020 Q1
25 quarters
IWO icon
94
iShares Russell 2000 Growth ETF
IWO
$14B
$3.43M 0.1%
8,718
-2,426
-22% -$885K
2022 Q3
15 quarters
SNA icon
95
Snap-on
SNA
$18.7B
$3.34M 0.09%
8,304
-109
-1% -$41.2K
2017 Q1
37 quarters
ASML icon
96
ASML
ASML
$672B
$3.33M 0.09%
1,674
-107
-6% -$170K
2025 Q1
5 quarters
ROK icon
97
Rockwell Automation
ROK
$48.2B
$3.31M 0.09%
6,689
-96
-1% -$41.8K
2019 Q1
29 quarters
TSM icon
98
TSMC
TSM
$2.3T
$3.25M 0.09%
6,809
-277
-4% -$112K
2023 Q4
10 quarters
RA icon
99
Brookfield Real Assets Income Fund
RA
$636M
$3.11M 0.09%
241,792
+1,950
+0.8% +$25K
2023 Q3
11 quarters
FINS icon
100
Angel Oak Financial Strategies Income Term Trust
FINS
$398M
$3.01M 0.08%
235,363
+1,886
+0.8% +$24.1K
2024 Q3
7 quarters
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.