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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
+3.82%
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
$5.93B
AUM Growth
-$289M
Cap. Flow
-$331M
Cap. Flow %
-5.58%
Top 10 Hldgs %
32.82%
Holding
197
New
12
Increased
48
Reduced
109
Closed
11

Top Buys

Rank Stock Value
1
SNPS icon
Synopsys
SNPS
+$30.6M
2
BROS icon
Dutch Bros
BROS
+$24.2M
3
CASY icon
Casey's General Stores
CASY
+$19.4M
4
AAON icon
Aaon
AAON
+$18.4M
5
GKOS icon
Glaukos
GKOS
+$15.2M

Top Sells

Rank Stock Value
1
ANSS
Ansys
ANSS
+$108M
2
MEDP icon
Medpace
MEDP
+$30.1M
3
LOPE icon
Grand Canyon Education
LOPE
+$29M
4
DOCS icon
Doximity
DOCS
+$25M
5
NVDA icon
NVIDIA
NVDA
+$20.4M

Sector Composition

Rank Sector Weight
1 Technology 34.84%
2 Healthcare 19.43%
3 Industrials 15.56%
4 Consumer Discretionary 11.78%
5 Financials 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PNTG icon
76
Pennant Group
PNTG
$1.43B
$18.7M 0.32%
742,054
-65,083
-8% -$1.6M
FWRG icon
77
First Watch Restaurant Group
FWRG
$747M
$18.6M 0.31%
1,188,534
-91,010
-7% -$1.59M
GSHD icon
78
Goosehead Insurance
GSHD
$1.39B
$16.4M 0.28%
220,583
-19,795
-8% -$1.74M
JKHY icon
79
Jack Henry & Associates
JKHY
$10.7B
$16.4M 0.28%
109,904
-8,356
-7% -$1.39M
KRNT icon
80
Kornit Digital
KRNT
$706M
$16.2M 0.27%
1,197,445
-340,784
-22% -$5.79M
WSC icon
81
WillScot Mobile Mini Holdings
WSC
$4.8B
$15.8M 0.27%
749,968
-67,373
-8% -$1.74M
TTD icon
82
Trade Desk
TTD
$8.13B
$15.6M 0.26%
317,806
-17,850
-5% -$1.13M
GDYN icon
83
Grid Dynamics Holdings
GDYN
$476M
$15.5M 0.26%
2,006,806
-253,083
-11% -$2.26M
POWI icon
84
Power Integrations
POWI
$3.54B
$15.2M 0.26%
377,112
-34,075
-8% -$1.64M
TWFG
85
TWFG Inc
TWFG
$342M
$14.9M 0.25%
542,661
+198,394
+58% +$5.73M
BBSI icon
86
Barrett Business Services
BBSI
$976M
$14.5M 0.24%
326,184
-28,625
-8% -$1.31M
PHR icon
87
Phreesia
PHR
$632M
$11.9M 0.2%
505,368
-46,154
-8% -$1.26M
JAMF
88
DELISTED
Jamf
JAMF
$11.8M 0.2%
1,099,637
-75,142
-6% -$680K
VXF icon
89
Vanguard Extended Market ETF
VXF
$30.3B
$8.79M 0.15%
41,991
+10,431
+33% +$2.11M
AAPL icon
90
Apple
AAPL
$4.89T
$8.15M 0.14%
32,007
-368
-1% -$83.1K
INSP icon
91
Inspire Medical Systems
INSP
$1.42B
$7.68M 0.13%
103,571
-10,315
-9% -$1.04M
KIDS icon
92
OrthoPediatrics
KIDS
$485M
$5.45M 0.09%
293,864
-27,176
-8% -$560K
TJX icon
93
TJX Companies
TJX
$170B
$4.92M 0.08%
34,069
-911
-3% -$121K
LIN icon
94
Linde
LIN
$237B
$4.9M 0.08%
10,311
-240
-2% -$114K
IVV icon
95
iShares Core S&P 500 ETF
IVV
$876B
$4.36M 0.07%
6,517
+3,566
+121% +$2.3M
ORCL icon
96
Oracle
ORCL
$331B
$3.98M 0.07%
14,142
-250
-2% -$63.7K
ECL icon
97
Ecolab
ECL
$75.6B
$3.65M 0.06%
13,311
-245
-2% -$66.5K
EFX icon
98
Equifax
EFX
$20.3B
$3.63M 0.06%
14,155
-313
-2% -$78.7K
WMT icon
99
Walmart Inc
WMT
$871B
$3.43M 0.06%
33,325
-879
-3% -$87.5K
TSM icon
100
TSMC
TSM
$2.09T
$3.32M 0.06%
11,875
-405
-3% -$99K
2 3
4
5 6

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Riverbridge Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Riverbridge Partners held 197 positions worth $5.93B, down 4.7% from $6.22B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Riverbridge Partners withdrew a net $331M in Q3 2025, closing 11 positions and reducing 109 holdings. Its most notable exit was Ansys, an estimated $108M position sold in full.

By sector, the portfolio is most concentrated in Technology at 35% of assets, down from 37% a quarter earlier, followed by Healthcare and Industrials.

Against the trend, Riverbridge Partners opened a new position in Synopsys worth $26.7M.

  • Riverbridge Partners's largest Q3 2025 buy was Synopsys: 54,081 shares worth $26.7M.
  • Riverbridge Partners added most to Glaukos in Q3 2025, an estimated $15.2M increase.
  • Riverbridge Partners's biggest Q3 2025 reduction was Medpace, cutting an estimated $30.1M.
  • Riverbridge Partners fully exited Ansys in Q3 2025, selling an estimated $108M.
  • Riverbridge Partners's ten largest holdings make up 33% of its $5.93B portfolio in Q3 2025.
  • Riverbridge Partners opened 12 new positions and closed 11 in Q3 2025.
  • Riverbridge Partners's portfolio value fell 4.7% quarter-over-quarter to $5.93B.

Based on Riverbridge Partners's 13F filing for Q3 2025, filed 14 Oct 2025.