We are live on ! Find out more
RP

Riverbridge Partners Portfolio holdings

AUM $3.58B
1-Year Est. Return 4.02%
This Fund
S&P 500
This Quarter Est. Return
+5.4%
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
$7.33B
AUM Growth
-$159M
Cap. Flow
-$420M
Cap. Flow %
-5.73%
Top 10 Hldgs %
28.34%
Holding
197
New
15
Increased
28
Reduced
127
Closed
18

Top Buys

Rank Stock Value
1
SSD icon
Simpson Manufacturing
SSD
+$64.5M
2
CSW
CSW Industrials
CSW
+$46.5M
3
INSP icon
Inspire Medical Systems
INSP
+$27.6M
4
PRVA icon
Privia Health
PRVA
+$19M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$10.3M

Top Sells

Rank Stock Value
1
FAST icon
Fastenal
FAST
+$59.8M
2
RBA icon
RB Global
RBA
+$47.5M
3
PGNY icon
Progyny
PGNY
+$28.6M
4
TYL icon
Tyler Technologies
TYL
+$23.7M
5
EXPO icon
Exponent
EXPO
+$23.3M

Sector Composition

Rank Sector Weight
1 Technology 39.52%
2 Healthcare 19.19%
3 Industrials 14.3%
4 Consumer Discretionary 9.84%
5 Consumer Staples 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
USPH icon
76
US Physical Therapy
USPH
$1.2B
$27.5M 0.38%
310,210
-25,921
-8% -$2.31M
PNTG icon
77
Pennant Group
PNTG
$1.4B
$26.8M 0.37%
1,010,194
-92,362
-8% -$2.91M
INSP icon
78
Inspire Medical Systems
INSP
$1.45B
$26.3M 0.36%
+142,097
New +$27.6M
TRNS icon
79
Transcat
TRNS
$799M
$25.9M 0.35%
245,041
-29,824
-11% -$3.31M
JKHY icon
80
Jack Henry & Associates
JKHY
$10.9B
$25.3M 0.34%
144,062
-10,452
-7% -$1.87M
CERT icon
81
Certara
CERT
$1.26B
$23.1M 0.31%
2,164,747
-236,171
-10% -$2.57M
STVN icon
82
Stevanato
STVN
$5.42B
$22.3M 0.3%
1,025,197
-116,856
-10% -$2.34M
JAMF
83
DELISTED
Jamf
JAMF
$20.4M 0.28%
1,448,874
-194,209
-12% -$3.06M
NEOG icon
84
Neogen
NEOG
$2.63B
$20.2M 0.28%
1,667,025
-207,743
-11% -$2.91M
PHR icon
85
Phreesia
PHR
$663M
$17.2M 0.23%
683,888
-69,341
-9% -$1.48M
IWM icon
86
iShares Russell 2000 ETF
IWM
$79.8B
$11.4M 0.16%
51,441
+45,159
+719% +$10.3M
VXF icon
87
Vanguard Extended Market ETF
VXF
$30.3B
$10.6M 0.14%
55,617
+29,879
+116% +$5.76M
KIDS icon
88
OrthoPediatrics
KIDS
$519M
$9.06M 0.12%
390,774
-52,295
-12% -$1.31M
AAPL icon
89
Apple
AAPL
$4.54T
$8.06M 0.11%
32,187
-1,345
-4% -$317K
IVV icon
90
iShares Core S&P 500 ETF
IVV
$878B
$6.51M 0.09%
11,065
+8,080
+271% +$4.78M
LIN icon
91
Linde
LIN
$221B
$5.26M 0.07%
12,570
-1,166
-8% -$531K
EFX icon
92
Equifax
EFX
$20.3B
$4.28M 0.06%
16,775
-1,348
-7% -$361K
TJX icon
93
TJX Companies
TJX
$174B
$4.15M 0.06%
34,360
-3,199
-9% -$382K
IUSG icon
94
iShares Core S&P US Growth ETF
IUSG
$31.7B
$3.82M 0.05%
27,436
+16,272
+146% +$2.23M
ECL icon
95
Ecolab
ECL
$78.1B
$3.29M 0.04%
14,025
-1,693
-11% -$421K
IWO icon
96
iShares Russell 2000 Growth ETF
IWO
$14.3B
$3.19M 0.04%
11,069
+4,286
+63% +$1.27M
WMT icon
97
Walmart Inc
WMT
$885B
$3.03M 0.04%
33,545
-3,103
-8% -$269K
SNA icon
98
Snap-on
SNA
$21.2B
$2.88M 0.04%
8,489
-788
-8% -$266K
PG icon
99
Procter & Gamble
PG
$336B
$2.5M 0.03%
14,883
-1,359
-8% -$231K
PEP icon
100
PepsiCo
PEP
$190B
$2.42M 0.03%
15,927
-1,513
-9% -$248K
2 3
4
5 6

Similar funds

BPS
BNDES Participacoes SA Rio De Janeiro, Brazil $3.58B AUM
VPC
Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
U
Uber San Francisco, California $3.6B AUM 19.81% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Riverbridge Partners's Q4 2024 Portfolio in Review

As of Q4 2024, Riverbridge Partners held 197 positions worth $7.33B, down 2.1% from $7.49B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Riverbridge Partners withdrew a net $420M in Q4 2024, closing 18 positions and reducing 127 holdings. Its most notable exit was Progyny, an estimated $28.6M position sold in full.

By sector, the portfolio is most concentrated in Technology at 40% of assets, up from 38% a quarter earlier, followed by Healthcare and Industrials.

Against the trend, Riverbridge Partners opened a new position in Simpson Manufacturing worth $58.4M.

  • Riverbridge Partners's largest Q4 2024 buy was Simpson Manufacturing: 352,250 shares worth $58.4M.
  • Riverbridge Partners added most to Privia Health in Q4 2024, an estimated $19M increase.
  • Riverbridge Partners's biggest Q4 2024 reduction was Fastenal, cutting an estimated $59.8M.
  • Riverbridge Partners fully exited Progyny in Q4 2024, selling an estimated $28.6M.
  • Riverbridge Partners's ten largest holdings make up 28% of its $7.33B portfolio in Q4 2024.
  • Riverbridge Partners opened 15 new positions and closed 18 in Q4 2024.
  • Riverbridge Partners's portfolio value fell 2.1% quarter-over-quarter to $7.33B.

Based on Riverbridge Partners's 13F filing for Q4 2024, filed 17 Jan 2025.