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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
+3.82%
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
$5.93B
AUM Growth
-$289M
Cap. Flow
-$331M
Cap. Flow %
-5.58%
Top 10 Hldgs %
32.82%
Holding
197
New
12
Increased
48
Reduced
109
Closed
11

Top Buys

Rank Stock Value
1
SNPS icon
Synopsys
SNPS
+$30.6M
2
BROS icon
Dutch Bros
BROS
+$24.2M
3
CASY icon
Casey's General Stores
CASY
+$19.4M
4
AAON icon
Aaon
AAON
+$18.4M
5
GKOS icon
Glaukos
GKOS
+$15.2M

Top Sells

Rank Stock Value
1
ANSS
Ansys
ANSS
+$108M
2
MEDP icon
Medpace
MEDP
+$30.1M
3
LOPE icon
Grand Canyon Education
LOPE
+$29M
4
DOCS icon
Doximity
DOCS
+$25M
5
NVDA icon
NVIDIA
NVDA
+$20.4M

Sector Composition

Rank Sector Weight
1 Technology 34.84%
2 Healthcare 19.43%
3 Industrials 15.56%
4 Consumer Discretionary 11.78%
5 Financials 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FMN
126
Federated Hermes Premier Municipal Income Fund
FMN
$86.9M
$1.03M 0.02%
93,221
+2,735
+3% +$29.3K
ACN icon
127
Accenture
ACN
$89.9B
$981K 0.02%
3,979
-100
-2% -$26.1K
DSM
128
BNY Mellon Strategic Municipal Bond Fund
DSM
$292M
$974K 0.02%
164,586
+4,612
+3% +$26.2K
PNI
129
PIMCO New York Municipal Income Fund II
PNI
$76.7M
$938K 0.02%
134,993
+22,622
+20% +$151K
BTT icon
130
BlackRock Municipal 2030 Target Term Trust
BTT
$1.43B
$919K 0.02%
40,929
+941
+2% +$20.9K
SEVN
131
Seven Hills Realty Trust
SEVN
$179M
$883K 0.01%
85,655
+25,257
+42% +$275K
PCQ
132
Pimco California Municipal Income Fund
PCQ
$162M
$879K 0.01%
+100,848
New +$851K
PPT
133
Franklin Premier Income Trust
PPT
$323M
$873K 0.01%
236,536
+3,242
+1% +$11.9K
JHS
134
John Hancock Income Securities Trust
JHS
$126M
$873K 0.01%
74,744
-21,257
-22% -$244K
IWM icon
135
iShares Russell 2000 ETF
IWM
$80.9B
$860K 0.01%
3,555
-1,999
-36% -$459K
TSI
136
TCW Strategic Income Fund
TSI
$212M
$858K 0.01%
174,353
+4,252
+2% +$21K
NBB icon
137
Nuveen Taxable Municipal Income Fund
NBB
$447M
$851K 0.01%
52,452
+711
+1% +$11.3K
BBN icon
138
BlackRock Taxable Municipal Bond Trust
BBN
$969M
$845K 0.01%
50,883
+689
+1% +$11.2K
WIW
139
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
$507M
$813K 0.01%
91,407
-45,913
-33% -$406K
PMO
140
Franklin Municipal Opportunities Trust
PMO
$282M
$796K 0.01%
77,040
+2,074
+3% +$20.7K
AOMR
141
Angel Oak Mortgage REIT
AOMR
$219M
$777K 0.01%
82,959
+1,788
+2% +$17.1K
BIT icon
142
BlackRock Multi-Sector Income Trust
BIT
$696M
$771K 0.01%
+57,616
New +$816K
IWB icon
143
iShares Russell 1000 ETF
IWB
$47.7B
$724K 0.01%
1,980
– –
NBH
144
Neuberger Municipal Fund Inc
NBH
$304M
$686K 0.01%
66,506
+22,619
+52% +$226K
MHD icon
145
BlackRock MuniHoldings Fund
MHD
$597M
$683K 0.01%
58,095
+1,969
+4% +$22.2K
MSIF
146
MSC Income Fund Inc
MSIF
$495M
$675K 0.01%
+51,397
New +$765K
MCR
147
DELISTED
MFS Charter Income Trust
MCR
$654K 0.01%
101,795
+2,280
+2% +$14.5K
GBDC icon
148
Golub Capital BDC
GBDC
$3.33B
$642K 0.01%
46,889
+1,049
+2% +$15.4K
MFM
149
Aberdeen Municipal Income Fund
MFM
$222M
$602K 0.01%
111,684
+42,425
+61% +$220K
VNQ icon
150
Vanguard Real Estate ETF
VNQ
$39.9B
$529K 0.01%
5,791
– –
4 5
6
7 8

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WWA
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RSWM
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Riverbridge Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Riverbridge Partners held 197 positions worth $5.93B, down 4.7% from $6.22B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Riverbridge Partners withdrew a net $331M in Q3 2025, closing 11 positions and reducing 109 holdings. Its most notable exit was Ansys, an estimated $108M position sold in full.

By sector, the portfolio is most concentrated in Technology at 35% of assets, down from 37% a quarter earlier, followed by Healthcare and Industrials.

Against the trend, Riverbridge Partners opened a new position in Synopsys worth $26.7M.

  • Riverbridge Partners's largest Q3 2025 buy was Synopsys: 54,081 shares worth $26.7M.
  • Riverbridge Partners added most to Glaukos in Q3 2025, an estimated $15.2M increase.
  • Riverbridge Partners's biggest Q3 2025 reduction was Medpace, cutting an estimated $30.1M.
  • Riverbridge Partners fully exited Ansys in Q3 2025, selling an estimated $108M.
  • Riverbridge Partners's ten largest holdings make up 33% of its $5.93B portfolio in Q3 2025.
  • Riverbridge Partners opened 12 new positions and closed 11 in Q3 2025.
  • Riverbridge Partners's portfolio value fell 4.7% quarter-over-quarter to $5.93B.

Based on Riverbridge Partners's 13F filing for Q3 2025, filed 14 Oct 2025.