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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
-6.4%
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
$6.23B
AUM Growth
-$1.09B
Cap. Flow
-$431M
Cap. Flow %
-6.91%
Top 10 Hldgs %
28.97%
Holding
190
New
11
Increased
64
Reduced
99
Closed
10

Top Buys

Rank Stock Value
1
AGYS icon
Agilysys
AGYS
+$41.5M
2
FRPT icon
Freshpet
FRPT
+$19.2M
3
ASML icon
ASML
ASML
+$2.1M
4
TSM icon
TSMC
TSM
+$2.09M
5
WIW
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
+$1.5M

Top Sells

Rank Stock Value
1
GWRE icon
Guidewire Software
GWRE
+$93.4M
2
LOPE icon
Grand Canyon Education
LOPE
+$27.8M
3
RBA icon
RB Global
RBA
+$17M
4
GLOB icon
Globant
GLOB
+$15.7M
5
HEI icon
HEICO Corp
HEI
+$14.8M

Sector Composition

Rank Sector Weight
1 Technology 36.75%
2 Healthcare 20.06%
3 Industrials 15.95%
4 Consumer Discretionary 9.23%
5 Financials 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
POWI icon
76
Power Integrations
POWI
$3.38B
$23.9M 0.38%
472,794
-44,557
-9% -$2.67M
PNTG icon
77
Pennant Group
PNTG
$1.4B
$23.4M 0.37%
928,611
-81,583
-8% -$2.09M
INSP icon
78
Inspire Medical Systems
INSP
$1.45B
$21.1M 0.34%
132,391
-9,706
-7% -$1.76M
USPH icon
79
US Physical Therapy
USPH
$1.2B
$20.5M 0.33%
283,261
-26,949
-9% -$2.26M
CERT icon
80
Certara
CERT
$1.26B
$20.3M 0.33%
2,048,519
-116,228
-5% -$1.41M
STVN icon
81
Stevanato
STVN
$5.42B
$19.7M 0.32%
967,030
-58,167
-6% -$1.24M
TTD icon
82
Trade Desk
TTD
$8.48B
$18.4M 0.3%
336,074
-14,630
-4% -$1.32M
TRNS icon
83
Transcat
TRNS
$799M
$16.9M 0.27%
226,820
-18,221
-7% -$1.53M
JAMF
84
DELISTED
Jamf
JAMF
$16.8M 0.27%
1,378,620
-70,254
-5% -$1.01M
PHR icon
85
Phreesia
PHR
$663M
$16.2M 0.26%
634,396
-49,492
-7% -$1.35M
NEOG icon
86
Neogen
NEOG
$2.63B
$13.4M 0.22%
1,547,646
-119,379
-7% -$1.25M
KIDS icon
87
OrthoPediatrics
KIDS
$519M
$9.17M 0.15%
372,478
-18,296
-5% -$452K
VXF icon
88
Vanguard Extended Market ETF
VXF
$30.3B
$8.58M 0.14%
49,801
-5,816
-10% -$1.1M
AAPL icon
89
Apple
AAPL
$4.54T
$7.23M 0.12%
32,532
+345
+1% +$79.9K
LIN icon
90
Linde
LIN
$221B
$6.05M 0.1%
12,987
+417
+3% +$188K
TJX icon
91
TJX Companies
TJX
$174B
$4.31M 0.07%
35,394
+1,034
+3% +$126K
EFX icon
92
Equifax
EFX
$20.3B
$4.19M 0.07%
17,199
+424
+3% +$107K
IVV icon
93
iShares Core S&P 500 ETF
IVV
$878B
$3.63M 0.06%
6,467
-4,598
-42% -$2.72M
ECL icon
94
Ecolab
ECL
$78.1B
$3.45M 0.06%
13,613
-412
-3% -$104K
IWO icon
95
iShares Russell 2000 Growth ETF
IWO
$14.3B
$3.42M 0.05%
13,381
+2,312
+21% +$653K
WMT icon
96
Walmart Inc
WMT
$885B
$3.03M 0.05%
34,486
+941
+3% +$88.3K
SNA icon
97
Snap-on
SNA
$21.2B
$2.95M 0.05%
8,741
+252
+3% +$85.6K
PG icon
98
Procter & Gamble
PG
$336B
$2.61M 0.04%
15,320
+437
+3% +$73.2K
PAYX icon
99
Paychex
PAYX
$41.6B
$2.54M 0.04%
16,471
+455
+3% +$66.9K
TSM icon
100
TSMC
TSM
$2.1T
$1.96M 0.03%
11,784
+10,733
+1,021% +$2.09M
2 3
4
5 6

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Riverbridge Partners's Q1 2025 Portfolio in Review

As of Q1 2025, Riverbridge Partners held 190 positions worth $6.23B, down 15% from $7.33B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Riverbridge Partners withdrew a net $431M in Q1 2025, closing 10 positions and reducing 99 holdings. Its most notable exit was Insight Select Income Fund, an estimated $518K position sold in full.

By sector, the portfolio is most concentrated in Technology at 37% of assets, down from 40% a quarter earlier, followed by Healthcare and Industrials.

Against the trend, Riverbridge Partners opened a new position in Agilysys worth $32.9M.

  • Riverbridge Partners's largest Q1 2025 buy was Agilysys: 453,717 shares worth $32.9M.
  • Riverbridge Partners added most to Freshpet in Q1 2025, an estimated $19.2M increase.
  • Riverbridge Partners's biggest Q1 2025 reduction was Guidewire Software, cutting an estimated $93.4M.
  • Riverbridge Partners fully exited Insight Select Income Fund in Q1 2025, selling an estimated $518K.
  • Riverbridge Partners's ten largest holdings make up 29% of its $6.23B portfolio in Q1 2025.
  • Riverbridge Partners opened 11 new positions and closed 10 in Q1 2025.
  • Riverbridge Partners's portfolio value fell 15% quarter-over-quarter to $6.23B.

Based on Riverbridge Partners's 13F filing for Q1 2025, filed 21 Apr 2025.