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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
-8.19%
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
$4.09B
AUM Growth
-$1.25B
Cap. Flow
-$693M
Cap. Flow %
-16.96%
Top 10 Hldgs %
32.16%
Holding
206
New
18
Increased
65
Reduced
91
Closed
14

Top Buys

Rank Stock Value
1
LIN icon
Linde
LIN
+$33.6M
2
KAI icon
Kadant
KAI
+$24.5M
3
WSO icon
Watsco Inc
WSO
+$24.2M
4
APPF icon
AppFolio
APPF
+$16.7M
5
CWST icon
Casella Waste Systems
CWST
+$16.6M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$68M
2
HEI icon
HEICO Corp
HEI
+$59M
3
FIVE icon
Five Below
FIVE
+$50.7M
4
PAYC icon
Paycom
PAYC
+$47.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$46.8M

Sector Composition

Rank Sector Weight
1 Technology 29.38%
2 Healthcare 19.36%
3 Industrials 18.34%
4 Consumer Discretionary 12.48%
5 Financials 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DOCS icon
76
Doximity
DOCS
$4.76B
$11.4M 0.28%
489,742
-38,836
-7% -$1.21M
ACVA icon
77
ACV Auctions
ACVA
$1.22B
$11.4M 0.28%
2,687,459
-434,573
-14% -$2.84M
RBC icon
78
RBC Bearings
RBC
$15.8B
$11.1M 0.27%
+20,386
New +$10.8M
CRL icon
79
Charles River Laboratories
CRL
$13.9B
$11M 0.27%
63,788
-35,540
-36% -$6.59M
ALKT icon
80
Alkami Technology
ALKT
$2.16B
$10.8M 0.26%
688,980
-1,096,118
-61% -$20.2M
IVV icon
81
iShares Core S&P 500 ETF
IVV
$898B
$10.7M 0.26%
16,347
-68,577
-81% -$46.8M
GDDY icon
82
GoDaddy
GDDY
$12.4B
$10.4M 0.25%
125,308
-73,512
-37% -$6.98M
TWFG
83
TWFG Inc
TWFG
$387M
$10.1M 0.25%
549,614
-44,130
-7% -$977K
JKHY icon
84
Jack Henry & Associates
JKHY
$12.1B
$9.96M 0.24%
63,045
-26,740
-30% -$4.58M
STVN icon
85
Stevanato
STVN
$5.74B
$9.26M 0.23%
673,148
-42,011
-6% -$696K
GSHD icon
86
Goosehead Insurance
GSHD
$1.7B
$8.35M 0.2%
195,817
-14,575
-7% -$815K
BBSI icon
87
Barrett Business Services
BBSI
$833M
$8.3M 0.2%
284,277
-11,266
-4% -$372K
ALGN icon
88
Align Technology
ALGN
$11.2B
$8.21M 0.2%
47,918
-25,379
-35% -$4.45M
GDYN icon
89
Grid Dynamics Holdings
GDYN
$647M
$8.14M 0.2%
1,427,409
-318,558
-18% -$2.34M
AAPL icon
90
Apple
AAPL
$4.67T
$8.09M 0.2%
31,869
+26
+0.1% +$6.77K
VXF icon
91
Vanguard Extended Market ETF
VXF
$31.3B
$4.86M 0.12%
23,627
-28,924
-55% -$6.19M
INSP icon
92
Inspire Medical Systems
INSP
$1.78B
$4.77M 0.12%
92,494
-4,617
-5% -$323K
KIDS icon
93
OrthoPediatrics
KIDS
$617M
$4.18M 0.1%
263,439
-4,826
-2% -$84.3K
TJX icon
94
TJX Companies
TJX
$149B
$3.78M 0.09%
23,653
+83
+0.4% +$12.9K
ECL icon
95
Ecolab
ECL
$80.4B
$3.56M 0.09%
13,364
+100
+0.8% +$28.2K
IWO icon
96
iShares Russell 2000 Growth ETF
IWO
$14.8B
$3.5M 0.09%
11,144
-4,432
-28% -$1.47M
RA
97
Brookfield Real Assets Income Fund
RA
$697M
$3.08M 0.08%
239,842
+18,535
+8% +$242K
SNA icon
98
Snap-on
SNA
$20.3B
$3.06M 0.07%
8,413
+16
+0.2% +$5.93K
FINS
99
Angel Oak Financial Strategies Income Term Trust
FINS
$424M
$2.98M 0.07%
233,477
+17,967
+8% +$234K
RFMZ
100
RiverNorth Flexible Municipal Income Fund II
RFMZ
$320M
$2.85M 0.07%
225,057
+15,846
+8% +$205K
2 3
4
5 6

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Riverbridge Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Riverbridge Partners held 206 positions worth $4.09B, down 23% from $5.33B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Riverbridge Partners withdrew a net $693M in Q1 2026, closing 14 positions and reducing 91 holdings. Its most notable exit was Clearwater Analytics, an estimated $31.3M position sold in full.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 34% a quarter earlier, followed by Healthcare and Industrials.

Against the trend, Riverbridge Partners opened a new position in AppFolio worth $13.9M.

  • Riverbridge Partners's largest Q1 2026 buy was AppFolio: 88,112 shares worth $13.9M.
  • Riverbridge Partners added most to Linde in Q1 2026, an estimated $33.6M increase.
  • Riverbridge Partners's biggest Q1 2026 reduction was NVIDIA, cutting an estimated $68M.
  • Riverbridge Partners fully exited Clearwater Analytics in Q1 2026, selling an estimated $31.3M.
  • Riverbridge Partners's ten largest holdings make up 32% of its $4.09B portfolio in Q1 2026.
  • Riverbridge Partners opened 18 new positions and closed 14 in Q1 2026.
  • Riverbridge Partners's portfolio value fell 23% quarter-over-quarter to $4.09B.

Based on Riverbridge Partners's 13F filing for Q1 2026, filed 17 Apr 2026.