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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

Top Buys

Rank Stock Value
1
BOOT icon
Boot Barn
BOOT
+$10.9M
2
ETN icon
Eaton
ETN
+$10.9M
3
GRDN
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
KIDS icon
101
OrthoPediatrics
KIDS
$617M
$2.97M 0.08%
155,315
-108,124
-41% -$1.88M
SDHY
102
PGIM Short Duration High Yield Opportunities Fund
SDHY
$394M
$2.7M 0.08%
164,714
+2,200
+1% +$35.3K
JNJ icon
103
Johnson & Johnson
JNJ
$646B
$2.52M 0.07%
9,904
-131
-1% -$30.5K
TSLX icon
104
Sixth Street Specialty
TSLX
$1.79B
$2.47M 0.07%
143,587
-117
-0.1% -$2.09K
GDDY icon
105
GoDaddy
GDDY
$12.4B
$2.46M 0.07%
28,978
-96,330
-77% -$8.13M
NBB icon
106
Nuveen Taxable Municipal Income Fund
NBB
$454M
$2.29M 0.06%
145,001
+4,109
+3% +$64.7K
JHS
107
John Hancock Income Securities Trust
JHS
$127M
$2.28M 0.06%
206,659
+5,816
+3% +$64.5K
WMT icon
108
Walmart Inc
WMT
$820B
$2.18M 0.06%
19,238
-213
-1% -$26.4K
RFMZ
109
RiverNorth Flexible Municipal Income Fund II
RFMZ
$320M
$2.15M 0.06%
157,851
-67,206
-30% -$884K
WIW
110
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
$509M
$2.12M 0.06%
252,005
+7,131
+3% +$60.6K
FDUS icon
111
Fidus Investment
FDUS
$748M
$2.11M 0.06%
110,869
+984
+0.9% +$18.3K
PGZ
112
Principal Real Estate Income Fund
PGZ
$66.4M
$2.1M 0.06%
204,139
+1,871
+0.9% +$18.7K
PG icon
113
Procter & Gamble
PG
$334B
$2.08M 0.06%
14,204
-189
-1% -$27.5K
ARCC icon
114
Ares Capital
ARCC
$14.3B
$2.06M 0.06%
111,289
+923
+0.8% +$17.2K
SEVN
115
Seven Hills Realty Trust
SEVN
$172M
$2.05M 0.06%
243,649
+2,068
+0.9% +$17.3K
VFL
116
DELISTED
abrdn National Municipal Income Fund
VFL
$2.01M 0.06%
193,519
-566
-0.3% -$5.76K
ORCL icon
117
Oracle
ORCL
$435B
$2.01M 0.06%
13,685
+307
+2% +$55.6K
BBN icon
118
BlackRock Taxable Municipal Bond Trust
BBN
$981M
$1.95M 0.05%
120,853
+3,342
+3% +$53.6K
FSCO
119
FS Credit Opportunities Corp
FSCO
$1.05B
$1.92M 0.05%
384,875
-414
-0.1% -$2.08K
DKS icon
120
Dick's Sporting Goods
DKS
$12.1B
$1.89M 0.05%
8,335
+303
+4% +$66.9K
OPP
121
RiverNorth/DoubleLine Strategic Opportunity Fund
OPP
$187M
$1.86M 0.05%
240,803
+3,708
+2% +$28.6K
EFX icon
122
Equifax
EFX
$22.8B
$1.82M 0.05%
11,461
-156
-1% -$26.6K
AOMR
123
Angel Oak Mortgage REIT
AOMR
$194M
$1.81M 0.05%
199,078
+1,686
+0.9% +$14.5K
FSSL
124
FS Specialty Lending Fund
FSSL
$889M
$1.78M 0.05%
159,597
+1,314
+0.8% +$15.5K
COST icon
125
Costco
COST
$419B
$1.75M 0.05%
1,868
+101
+6% +$101K
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.