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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
+10.72%
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
$6.22B
AUM Growth
-$18.1M
Cap. Flow
-$485M
Cap. Flow %
-7.81%
Top 10 Hldgs %
30.73%
Holding
192
New
12
Increased
56
Reduced
109
Closed
7

Top Buys

Rank Stock Value
1
CWAN
Clearwater Analytics
CWAN
+$37M
2
FWRG icon
First Watch Restaurant Group
FWRG
+$21.5M
3
FRPT icon
Freshpet
FRPT
+$18.6M
4
TRNS icon
Transcat
TRNS
+$17.5M
5
TECH icon
Bio-Techne
TECH
+$16.8M

Top Sells

Rank Stock Value
1
PYCR
Paycor HCM, Inc. Common Stock
PYCR
+$46.9M
2
LOPE icon
Grand Canyon Education
LOPE
+$30.5M
3
RBA icon
RB Global
RBA
+$29.2M
4
ENSG icon
The Ensign Group
ENSG
+$28.6M
5
CRM icon
Salesforce
CRM
+$27.9M

Sector Composition

Rank Sector Weight
1 Technology 37.3%
2 Healthcare 18.22%
3 Industrials 15.9%
4 Consumer Discretionary 10.53%
5 Financials 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ENTG icon
76
Entegris
ENTG
$16.3B
$22M 0.35%
272,640
-45,599
-14% -$3.46M
JKHY icon
77
Jack Henry & Associates
JKHY
$11.4B
$21.3M 0.34%
118,260
-13,941
-11% -$2.48M
STVN icon
78
Stevanato
STVN
$5.57B
$20.6M 0.33%
843,349
-123,681
-13% -$2.79M
FWRG icon
79
First Watch Restaurant Group
FWRG
$814M
$20.5M 0.33%
+1,279,544
New +$21.5M
CRL icon
80
Charles River Laboratories
CRL
$11.3B
$20.3M 0.33%
133,627
-89,107
-40% -$11.9M
HLMN icon
81
Hillman Solutions
HLMN
$1.57B
$17.8M 0.29%
2,489,726
-416,962
-14% -$3.12M
PHR icon
82
Phreesia
PHR
$689M
$15.7M 0.25%
551,522
-82,874
-13% -$2.1M
BBSI icon
83
Barrett Business Services
BBSI
$1.01B
$14.8M 0.24%
+354,809
New +$14.6M
INSP icon
84
Inspire Medical Systems
INSP
$1.47B
$14.8M 0.24%
113,886
-18,505
-14% -$2.68M
TWFG
85
TWFG Inc
TWFG
$370M
$12M 0.19%
+344,267
New +$11.5M
JAMF
86
DELISTED
Jamf
JAMF
$11.2M 0.18%
1,174,779
-203,841
-15% -$2.19M
KIDS icon
87
OrthoPediatrics
KIDS
$513M
$6.9M 0.11%
321,040
-51,438
-14% -$1.11M
AAPL icon
88
Apple
AAPL
$4.97T
$6.64M 0.11%
32,375
-157
-0.5% -$31.7K
VXF icon
89
Vanguard Extended Market ETF
VXF
$30B
$6.08M 0.1%
31,560
-18,241
-37% -$3.24M
LIN icon
90
Linde
LIN
$236B
$4.95M 0.08%
10,551
-2,436
-19% -$1.11M
TJX icon
91
TJX Companies
TJX
$179B
$4.32M 0.07%
34,980
-414
-1% -$52.5K
EFX icon
92
Equifax
EFX
$22B
$3.75M 0.06%
14,468
-2,731
-16% -$695K
ECL icon
93
Ecolab
ECL
$79.8B
$3.65M 0.06%
13,556
-57
-0.4% -$14.5K
WMT icon
94
Walmart Inc
WMT
$909B
$3.34M 0.05%
34,204
-282
-0.8% -$26.9K
ORCL icon
95
Oracle
ORCL
$339B
$3.15M 0.05%
14,392
+9,592
+200% +$1.55M
TSM icon
96
TSMC
TSM
$1.94T
$2.78M 0.04%
12,280
+496
+4% +$91.9K
SNA icon
97
Snap-on
SNA
$21.5B
$2.7M 0.04%
8,669
-72
-0.8% -$22.9K
PG icon
98
Procter & Gamble
PG
$340B
$2.42M 0.04%
15,201
-119
-0.8% -$19.4K
ASML icon
99
ASML
ASML
$596B
$2.41M 0.04%
3,009
+120
+4% +$86.1K
PAYX icon
100
Paychex
PAYX
$43.4B
$2.38M 0.04%
16,373
-98
-0.6% -$14.8K
2 3
4
5 6

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Riverbridge Partners's Q2 2025 Portfolio in Review

As of Q2 2025, Riverbridge Partners held 192 positions worth $6.22B, down 0.29% from $6.23B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Riverbridge Partners withdrew a net $485M in Q2 2025, closing 7 positions and reducing 109 holdings. Its most notable exit was Paycor HCM, Inc. Common Stock, an estimated $46.9M position sold in full.

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

Against the trend, Riverbridge Partners opened a new position in Clearwater Analytics worth $35.3M.

  • Riverbridge Partners's largest Q2 2025 buy was Clearwater Analytics: 1,610,240 shares worth $35.3M.
  • Riverbridge Partners added most to Freshpet in Q2 2025, an estimated $18.6M increase.
  • Riverbridge Partners's biggest Q2 2025 reduction was Grand Canyon Education, cutting an estimated $30.5M.
  • Riverbridge Partners fully exited Paycor HCM, Inc. Common Stock in Q2 2025, selling an estimated $46.9M.
  • Riverbridge Partners's ten largest holdings make up 31% of its $6.22B portfolio in Q2 2025.
  • Riverbridge Partners opened 12 new positions and closed 7 in Q2 2025.
  • Riverbridge Partners's portfolio value fell 0.29% quarter-over-quarter to $6.22B.

Based on Riverbridge Partners's 13F filing for Q2 2025, filed 15 Jul 2025.