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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
+9.93%
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
$3.58B
AUM Growth
-$505M
Cap. Flow
-$756M
Cap. Flow %
-21.11%
Top 10 Hldgs %
33.59%
Holding
209
New
17
Increased
38
Reduced
124
Closed
11
Avg Time Held
18.1 quarters
Top 10 Avg Time Held
9.5 quarters
Top 20 Avg Time Held
13.4 quarters

Top Buys

Rank Stock Value
1
BOOT icon
Boot Barn
BOOT
+$10.9M
2
ETN icon
Eaton
ETN
+$10.9M
3
GRDN icon
Guardian Pharmacy Services
GRDN
+$9.47M
4
WHD icon
Cactus
WHD
+$8.53M
5
PI icon
Impinj
PI
+$7.31M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$32.4M
2
FIVE icon
Five Below
FIVE
+$30.9M
3
RBA icon
RB Global
RBA
+$26M
4
LOPE icon
Grand Canyon Education
LOPE
+$25.5M
5
MEDP icon
Medpace
MEDP
+$24.7M

Sector Composition

Rank Sector Weight
1 Technology 28.62%
2 Industrials 19.54%
3 Healthcare 19.36%
4 Consumer Discretionary 12.39%
5 Communication Services 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
KIDS icon
101
OrthoPediatrics
KIDS
$577M
$2.97M 0.08%
155,315
-108,124
-41% -$1.88M
2018 Q4
30 quarters
SDHY icon
102
PGIM Short Duration High Yield Opportunities Fund
SDHY
$377M
$2.7M 0.08%
164,714
+2,200
+1% +$35.3K
2024 Q1
9 quarters
JNJ icon
103
Johnson & Johnson
JNJ
$636B
$2.52M 0.07%
9,904
-131
-1% -$30.5K
2013 Q2
52 quarters
TSLX icon
104
Sixth Street Specialty
TSLX
$1.64B
$2.47M 0.07%
143,587
-117
-0.1% -$2.09K
2022 Q2
16 quarters
GDDY icon
105
GoDaddy
GDDY
$13B
$2.46M 0.07%
28,978
-96,330
-77% -$8.13M
2017 Q4
34 quarters
NBB icon
106
Nuveen Taxable Municipal Income Fund
NBB
$415M
$2.29M 0.06%
145,001
+4,109
+3% +$64.7K
2022 Q2
16 quarters
JHS icon
107
John Hancock Income Securities Trust
JHS
$118M
$2.28M 0.06%
206,659
+5,816
+3% +$64.5K
2023 Q2
12 quarters
WMT icon
108
Walmart Inc
WMT
$897B
$2.18M 0.06%
19,238
-213
-1% -$26.4K
2013 Q2
52 quarters
RFMZ icon
109
RiverNorth Flexible Municipal Income Fund II
RFMZ
$279M
$2.15M 0.06%
157,851
-67,206
-30% -$884K
2022 Q4
14 quarters
WIW icon
110
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
$482M
$2.12M 0.06%
252,005
+7,131
+3% +$60.6K
2025 Q1
5 quarters
FDUS icon
111
Fidus Investment
FDUS
$763M
$2.11M 0.06%
110,869
+984
+0.9% +$18.3K
2024 Q4
6 quarters
PGZ icon
112
Principal Real Estate Income Fund
PGZ
$59.5M
$2.1M 0.06%
204,139
+1,871
+0.9% +$18.7K
2022 Q2
16 quarters
PG icon
113
Procter & Gamble
PG
$356B
$2.08M 0.06%
14,204
-189
-1% -$27.5K
2013 Q2
52 quarters
ARCC icon
114
Ares Capital
ARCC
$13.4B
$2.06M 0.06%
111,289
+923
+0.8% +$17.2K
2022 Q2
16 quarters
SEVN icon
115
Seven Hills Realty Trust
SEVN
$157M
$2.05M 0.06%
243,649
+2,068
+0.9% +$17.3K
2024 Q4
6 quarters
VFL
116
DELISTED
abrdn National Municipal Income Fund
VFL
$2.01M 0.06%
193,519
-566
-0.3% -$5.76K
2024 Q3
7 quarters
ORCL icon
117
Oracle
ORCL
$416B
$2.01M 0.06%
13,685
+307
+2% +$55.6K
2017 Q1
37 quarters
BBN icon
118
BlackRock Taxable Municipal Bond Trust
BBN
$890M
$1.95M 0.05%
120,853
+3,342
+3% +$53.6K
2022 Q2
16 quarters
FSCO icon
119
FS Credit Opportunities Corp
FSCO
$1.01B
$1.92M 0.05%
384,875
-414
-0.1% -$2.08K
2025 Q4
2 quarters
DKS icon
120
Dick's Sporting Goods
DKS
$13.5B
$1.89M 0.05%
8,335
+303
+4% +$66.9K
2025 Q4
2 quarters
OPP icon
121
RiverNorth/DoubleLine Strategic Opportunity Fund
OPP
$173M
$1.86M 0.05%
240,803
+3,708
+2% +$28.6K
2024 Q1
9 quarters
EFX icon
122
Equifax
EFX
$17.3B
$1.82M 0.05%
11,461
-156
-1% -$26.6K
2018 Q1
33 quarters
AOMR icon
123
Angel Oak Mortgage REIT
AOMR
$167M
$1.81M 0.05%
199,078
+1,686
+0.9% +$14.5K
2025 Q2
4 quarters
FSSL icon
124
FS Specialty Lending Fund
FSSL
$868M
$1.78M 0.05%
159,597
+1,314
+0.8% +$15.5K
2025 Q4
2 quarters
COST icon
125
Costco
COST
$425B
$1.75M 0.05%
1,868
+101
+6% +$101K
2026 Q1
1 quarter
3 4
5
6 7

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Riverbridge Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Riverbridge Partners held 209 positions worth $3.58B, down 12% from $4.09B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Riverbridge Partners withdrew a net $756M in Q2 2026, closing 11 positions and reducing 124 holdings. Its most notable exit was WillScot Mobile Mini Holdings, an estimated $11.6M position sold in full.

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

Against the trend, Riverbridge Partners opened a new position in Boot Barn worth $11.1M.

  • Riverbridge Partners's largest Q2 2026 buy was Boot Barn: 67,475 shares worth $11.1M.
  • Riverbridge Partners added most to Guidewire Software in Q2 2026, an estimated $4.99M increase.
  • Riverbridge Partners's biggest Q2 2026 reduction was NVIDIA, cutting an estimated $32.4M.
  • Riverbridge Partners fully exited WillScot Mobile Mini Holdings in Q2 2026, selling an estimated $11.6M.
  • Riverbridge Partners's ten largest holdings make up 34% of its $3.58B portfolio in Q2 2026.
  • Riverbridge Partners opened 17 new positions and closed 11 in Q2 2026.
  • Riverbridge Partners's portfolio value fell 12% quarter-over-quarter to $3.58B.

Based on Riverbridge Partners's 13F filing for Q2 2026, filed 13 Jul 2026.