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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
-8.19%
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
$4.09B
AUM Growth
-$1.25B
Cap. Flow
-$693M
Cap. Flow %
-16.96%
Top 10 Hldgs %
32.16%
Holding
206
New
18
Increased
65
Reduced
91
Closed
14

Top Buys

Rank Stock Value
1
LIN icon
Linde
LIN
+$33.6M
2
KAI icon
Kadant
KAI
+$24.5M
3
WSO icon
Watsco Inc
WSO
+$24.2M
4
APPF icon
AppFolio
APPF
+$16.7M
5
CWST icon
Casella Waste Systems
CWST
+$16.6M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$68M
2
HEI icon
HEICO Corp
HEI
+$59M
3
FIVE icon
Five Below
FIVE
+$50.7M
4
PAYC icon
Paycom
PAYC
+$47.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$46.8M

Sector Composition

Rank Sector Weight
1 Technology 29.38%
2 Healthcare 19.36%
3 Industrials 18.34%
4 Consumer Discretionary 12.48%
5 Financials 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABT icon
126
Abbott
ABT
$195B
$1.74M 0.04%
16,987
+6,459
+61% +$729K
ZTS icon
127
Zoetis
ZTS
$32B
$1.69M 0.04%
+14,257
New +$1.76M
AFB
128
AllianceBernstein National Municipal Income Fund
AFB
$313M
$1.66M 0.04%
155,029
+16,144
+12% +$176K
EFA icon
129
iShares MSCI EAFE ETF
EFA
$79.6B
$1.62M 0.04%
16,714
+67
+0.4% +$6.7K
AOMR
130
Angel Oak Mortgage REIT
AOMR
$194M
$1.62M 0.04%
197,392
+14,622
+8% +$127K
TSCO icon
131
Tractor Supply
TSCO
$18.1B
$1.62M 0.04%
35,703
+388
+1% +$19.8K
DKS icon
132
Dick's Sporting Goods
DKS
$12.1B
$1.59M 0.04%
8,032
+2,135
+36% +$433K
FMN
133
Federated Hermes Premier Municipal Income Fund
FMN
$86.6M
$1.54M 0.04%
140,894
+15,195
+12% +$170K
PNI
134
PIMCO New York Municipal Income Fund II
PNI
$76.6M
$1.53M 0.04%
223,261
+20,682
+10% +$145K
PAYX icon
135
Paychex
PAYX
$45.2B
$1.41M 0.03%
15,276
+188
+1% +$18.6K
PCQ
136
Pimco California Municipal Income Fund
PCQ
$166M
$1.39M 0.03%
161,861
+15,744
+11% +$140K
MSIF
137
MSC Income Fund Inc
MSIF
$574M
$1.38M 0.03%
113,574
+7,861
+7% +$102K
VWO icon
138
Vanguard FTSE Emerging Markets ETF
VWO
$127B
$1.35M 0.03%
25,027
+120
+0.5% +$6.72K
GBDC icon
139
Golub Capital BDC
GBDC
$3.38B
$1.35M 0.03%
106,309
+7,780
+8% +$99.8K
HTGC icon
140
Hercules Capital
HTGC
$3.27B
$1.34M 0.03%
+90,672
New +$1.48M
MHD icon
141
BlackRock MuniHoldings Fund
MHD
$594M
$1.31M 0.03%
115,874
+57,999
+100% +$682K
TSI
142
TCW Strategic Income Fund
TSI
$281M
$1.3M 0.03%
290,073
+81,081
+39% +$384K
MCR
143
DELISTED
MFS Charter Income Trust
MCR
$1.26M 0.03%
207,236
+13,900
+7% +$86.1K
CCAP icon
144
Crescent Capital BDC
CCAP
$388M
$1.24M 0.03%
102,056
+7,698
+8% +$105K
BKT icon
145
BlackRock Income Trust
BKT
$336M
$1.15M 0.03%
108,500
+3,938
+4% +$43.3K
SPY icon
146
State Street SPDR S&P 500 ETF Trust
SPY
$825B
$1.1M 0.03%
+1,694
New +$1.15M
MFM
147
Aberdeen Municipal Income Fund
MFM
$221M
$977K 0.02%
181,261
+17,534
+11% +$95.7K
DMB
148
BNY Mellon Municipal Bond Infrastructure Fund
DMB
$195M
$883K 0.02%
83,758
-201,155
-71% -$2.2M
NBH
149
Neuberger Municipal Fund Inc
NBH
$304M
$793K 0.02%
78,119
+11,871
+18% +$123K
PMO
150
Franklin Municipal Opportunities Trust
PMO
$280M
$791K 0.02%
76,842
-41,388
-35% -$438K
4 5
6
7 8

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Riverbridge Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Riverbridge Partners held 206 positions worth $4.09B, down 23% from $5.33B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Riverbridge Partners withdrew a net $693M in Q1 2026, closing 14 positions and reducing 91 holdings. Its most notable exit was Clearwater Analytics, an estimated $31.3M position sold in full.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 34% a quarter earlier, followed by Healthcare and Industrials.

Against the trend, Riverbridge Partners opened a new position in AppFolio worth $13.9M.

  • Riverbridge Partners's largest Q1 2026 buy was AppFolio: 88,112 shares worth $13.9M.
  • Riverbridge Partners added most to Linde in Q1 2026, an estimated $33.6M increase.
  • Riverbridge Partners's biggest Q1 2026 reduction was NVIDIA, cutting an estimated $68M.
  • Riverbridge Partners fully exited Clearwater Analytics in Q1 2026, selling an estimated $31.3M.
  • Riverbridge Partners's ten largest holdings make up 32% of its $4.09B portfolio in Q1 2026.
  • Riverbridge Partners opened 18 new positions and closed 14 in Q1 2026.
  • Riverbridge Partners's portfolio value fell 23% quarter-over-quarter to $4.09B.

Based on Riverbridge Partners's 13F filing for Q1 2026, filed 17 Apr 2026.