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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
DSM
126
BNY Mellon Strategic Municipal Bond Fund
DSM
$290M
$896K 0.01%
159,974
+6,861
+4% +$38.5K
BTT icon
127
BlackRock Municipal 2030 Target Term Trust
BTT
$1.44B
$875K 0.01%
39,988
+1,469
+4% +$31.2K
PPT
128
Franklin Premier Income Trust
PPT
$323M
$856K 0.01%
233,294
+5,839
+3% +$21.1K
TSI
129
TCW Strategic Income Fund
TSI
$213M
$830K 0.01%
170,101
+6,527
+4% +$31.9K
NBB icon
130
Nuveen Taxable Municipal Income Fund
NBB
$447M
$819K 0.01%
51,741
+1,302
+3% +$20.1K
BBN icon
131
BlackRock Taxable Municipal Bond Trust
BBN
$971M
$809K 0.01%
50,194
+1,252
+3% +$19.9K
OPP
132
RiverNorth/DoubleLine Strategic Opportunity Fund
OPP
$189M
$788K 0.01%
92,156
+3,108
+3% +$26K
FDUS icon
133
Fidus Investment
FDUS
$759M
$787K 0.01%
38,975
+1,470
+4% +$28.7K
AOMR
134
Angel Oak Mortgage REIT
AOMR
$225M
$765K 0.01%
+81,171
New +$737K
PNI
135
PIMCO New York Municipal Income Fund II
PNI
$76.8M
$755K 0.01%
112,371
+4,268
+4% +$28.8K
PMO
136
Franklin Municipal Opportunities Trust
PMO
$282M
$741K 0.01%
74,966
+3,101
+4% +$30.5K
SEVN
137
Seven Hills Realty Trust
SEVN
$173M
$729K 0.01%
60,398
+2,253
+4% +$26.5K
BTZ icon
138
BlackRock Credit Allocation Income Trust
BTZ
$927M
$715K 0.01%
65,486
+2,218
+4% +$23.3K
AFB
139
AllianceBernstein National Municipal Income Fund
AFB
$315M
$712K 0.01%
69,014
+2,872
+4% +$29.6K
PCK
140
DELISTED
Pimco California Municipal Income Fund II
PCK
$696K 0.01%
129,835
+5,376
+4% +$29.1K
IWB icon
141
iShares Russell 1000 ETF
IWB
$47.1B
$672K 0.01%
1,980
– –
GBDC icon
142
Golub Capital BDC
GBDC
$3.33B
$672K 0.01%
45,840
+1,611
+4% +$23.5K
MCR
143
DELISTED
MFS Charter Income Trust
MCR
$633K 0.01%
99,515
+3,586
+4% +$22.3K
MHD icon
144
BlackRock MuniHoldings Fund
MHD
$602M
$629K 0.01%
56,126
+2,814
+5% +$31.6K
PHD
145
DELISTED
Pioneer Floating Rate Fund
PHD
$612K 0.01%
62,293
+2,423
+4% +$23.1K
DG icon
146
Dollar General
DG
$28.4B
$569K 0.01%
4,973
– –
DMO
147
Western Asset Mortgage Opportunity Fund
DMO
$118M
$533K 0.01%
44,664
+1,696
+4% +$19.7K
FISV
148
Fiserv Inc
FISV
$29.7B
$531K 0.01%
3,080
– –
VNQ icon
149
Vanguard Real Estate ETF
VNQ
$39.9B
$516K 0.01%
5,791
– –
CERT icon
150
Certara
CERT
$1.26B
$512K 0.01%
43,741
-2,004,778
-98% -$23.7M
4 5
6
7 8

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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.