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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
ROK icon
101
Rockwell Automation
ROK
$51.1B
$2.32M 0.04%
6,991
-54
-0.8% -$15.4K
IWO icon
102
iShares Russell 2000 Growth ETF
IWO
$14.1B
$1.93M 0.03%
6,751
-6,630
-50% -$1.75M
TSCO icon
103
Tractor Supply
TSCO
$16.3B
$1.92M 0.03%
+36,376
New +$1.86M
ABT icon
104
Abbott
ABT
$188B
$1.87M 0.03%
+13,779
New +$1.82M
IVV icon
105
iShares Core S&P 500 ETF
IVV
$858B
$1.83M 0.03%
2,951
-3,516
-54% -$2.02M
DMB
106
BNY Mellon Municipal Bond Infrastructure Fund
DMB
$196M
$1.72M 0.03%
167,977
+6,449
+4% +$65.1K
RA
107
Brookfield Real Assets Income Fund
RA
$704M
$1.67M 0.03%
124,828
+4,860
+4% +$62.6K
JNJ icon
108
Johnson & Johnson
JNJ
$640B
$1.63M 0.03%
10,643
-73
-0.7% -$11.2K
FINS
109
Angel Oak Financial Strategies Income Term Trust
FINS
$416M
$1.58M 0.03%
121,663
+4,590
+4% +$59.9K
EFA icon
110
iShares MSCI EAFE ETF
EFA
$76.4B
$1.49M 0.02%
16,647
– –
PGZ
111
Principal Real Estate Income Fund
PGZ
$68.1M
$1.49M 0.02%
141,372
+5,314
+4% +$54.7K
WDAY icon
112
Workday
WDAY
$41.5B
$1.46M 0.02%
6,082
-46
-0.8% -$11.2K
RFMZ
113
RiverNorth Flexible Municipal Income Fund II
RFMZ
$320M
$1.41M 0.02%
111,321
+4,093
+4% +$52K
SDHY
114
PGIM Short Duration High Yield Opportunities Fund
SDHY
$395M
$1.32M 0.02%
78,388
+2,821
+4% +$45.5K
LEO
115
BNY Mellon Strategic Municipals
LEO
$386M
$1.32M 0.02%
222,727
+9,060
+4% +$53K
ZS icon
116
Zscaler
ZS
$24.9B
$1.3M 0.02%
4,148
-36
-0.9% -$8.97K
ARCC icon
117
Ares Capital
ARCC
$13.4B
$1.26M 0.02%
57,447
+2,206
+4% +$46.9K
VWO icon
118
Vanguard FTSE Emerging Markets ETF
VWO
$117B
$1.24M 0.02%
25,090
– –
ACN icon
119
Accenture
ACN
$106B
$1.22M 0.02%
4,079
-29
-0.7% -$8.83K
WIW
120
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
$506M
$1.2M 0.02%
137,320
-36,796
-21% -$316K
IWM icon
121
iShares Russell 2000 ETF
IWM
$79.1B
$1.2M 0.02%
5,554
+3,196
+136% +$643K
TSLX icon
122
Sixth Street Specialty
TSLX
$1.67B
$1.16M 0.02%
48,835
+1,592
+3% +$34.9K
VFL
123
DELISTED
abrdn National Municipal Income Fund
VFL
$1.14M 0.02%
117,947
+4,590
+4% +$44.8K
JHS
124
John Hancock Income Securities Trust
JHS
$126M
$1.08M 0.02%
96,001
+2,954
+3% +$33K
FMN
125
Federated Hermes Premier Municipal Income Fund
FMN
$87.2M
$963K 0.02%
90,486
+3,898
+5% +$41.3K
3 4
5
6 7

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WWA
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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.