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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
-6.4%
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
$6.23B
AUM Growth
-$1.09B
Cap. Flow
-$431M
Cap. Flow %
-6.91%
Top 10 Hldgs %
28.97%
Holding
190
New
11
Increased
64
Reduced
99
Closed
10

Top Buys

Rank Stock Value
1
AGYS icon
Agilysys
AGYS
+$41.5M
2
FRPT icon
Freshpet
FRPT
+$19.2M
3
ASML icon
ASML
ASML
+$2.1M
4
TSM icon
TSMC
TSM
+$2.09M
5
WIW
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
+$1.5M

Top Sells

Rank Stock Value
1
GWRE icon
Guidewire Software
GWRE
+$93.4M
2
LOPE icon
Grand Canyon Education
LOPE
+$27.8M
3
RBA icon
RB Global
RBA
+$17M
4
GLOB icon
Globant
GLOB
+$15.7M
5
HEI icon
HEICO Corp
HEI
+$14.8M

Sector Composition

Rank Sector Weight
1 Technology 36.75%
2 Healthcare 20.06%
3 Industrials 15.95%
4 Consumer Discretionary 9.23%
5 Financials 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JHI
151
John Hancock Investors Trust
JHI
$116M
$429K 0.01%
31,650
+3,090
+11% +$43K
IQI icon
152
Invesco Quality Municipal Securities
IQI
$522M
$416K 0.01%
42,952
-25,454
-37% -$252K
MMU
153
Western Asset Managed Municipals Fund
MMU
$548M
$397K 0.01%
38,554
+3,605
+10% +$37.3K
MVT
154
DELISTED
BlackRock MuniVest Fund II
MVT
$371K 0.01%
35,080
+2,377
+7% +$25.5K
MFM
155
Aberdeen Municipal Income Fund
MFM
$221M
$353K 0.01%
66,582
+6,329
+11% +$34.4K
PEP icon
156
PepsiCo
PEP
$190B
$323K 0.01%
2,152
-13,775
-86% -$2.05M
MDT icon
157
Medtronic
MDT
$109B
$307K ﹤0.01%
3,415
– –
MVF
158
DELISTED
BlackRock MuniVest Fund
MVF
$297K ﹤0.01%
42,339
+182
+0.4% +$1.31K
VKQ icon
159
Invesco Municipal Trust
VKQ
$541M
$280K ﹤0.01%
29,003
+4,938
+21% +$48.6K
IWF icon
160
iShares Russell 1000 Growth ETF
IWF
$121B
$276K ﹤0.01%
3,056
-2,336
-43% -$230K
VTI icon
161
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$276K ﹤0.01%
1,003
-836
-45% -$243K
SAP icon
162
SAP
SAP
$212B
$243K ﹤0.01%
+905
New +$247K
SHEL icon
163
Shell
SHEL
$254B
$242K ﹤0.01%
+3,298
New +$222K
HDB icon
164
HDFC Bank
HDB
$123B
$240K ﹤0.01%
+7,226
New +$220K
EVV
165
Eaton Vance Limited Duration Income Fund
EVV
$1.06B
$239K ﹤0.01%
23,913
+2,925
+14% +$29.6K
VMO icon
166
Invesco Municipal Opportunity Trust
VMO
$651M
$237K ﹤0.01%
24,966
+1,688
+7% +$16.4K
SONY icon
167
Sony
SONY
$137B
$230K ﹤0.01%
+9,053
New +$209K
HLN icon
168
Haleon
HLN
$43.5B
$226K ﹤0.01%
21,991
+6,628
+43% +$65.2K
MFC icon
169
Manulife Financial
MFC
$73.9B
$220K ﹤0.01%
+7,057
New +$213K
DASTY
170
DELISTED
DASSAULT SYSTEMES SA ADR
DASTY
$206K ﹤0.01%
+5,411
New +$206K
VGM icon
171
Invesco Trust Investment Grade Municipals
VGM
$548M
$205K ﹤0.01%
20,620
+1,397
+7% +$14.1K
VBF icon
172
Invesco Bond Fund
VBF
$167M
$177K ﹤0.01%
+11,469
New +$178K
ABEV icon
173
Ambev
ABEV
$48.1B
– –
-25,815
Closed -$47.8K
BBVA icon
174
Banco Bilbao Vizcaya Argentaria
BBVA
$154B
– –
-11,570
Closed -$112K
FTHY
175
First Trust High Yield Opportunities 2027 Term Fund
FTHY
$501M
– –
-10,482
Closed -$152K
4 5 6
7
8

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Riverbridge Partners's Q1 2025 Portfolio in Review

As of Q1 2025, Riverbridge Partners held 190 positions worth $6.23B, down 15% from $7.33B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Riverbridge Partners withdrew a net $431M in Q1 2025, closing 10 positions and reducing 99 holdings. Its most notable exit was Insight Select Income Fund, an estimated $518K position sold in full.

By sector, the portfolio is most concentrated in Technology at 37% of assets, down from 40% a quarter earlier, followed by Healthcare and Industrials.

Against the trend, Riverbridge Partners opened a new position in Agilysys worth $32.9M.

  • Riverbridge Partners's largest Q1 2025 buy was Agilysys: 453,717 shares worth $32.9M.
  • Riverbridge Partners added most to Freshpet in Q1 2025, an estimated $19.2M increase.
  • Riverbridge Partners's biggest Q1 2025 reduction was Guidewire Software, cutting an estimated $93.4M.
  • Riverbridge Partners fully exited Insight Select Income Fund in Q1 2025, selling an estimated $518K.
  • Riverbridge Partners's ten largest holdings make up 29% of its $6.23B portfolio in Q1 2025.
  • Riverbridge Partners opened 11 new positions and closed 10 in Q1 2025.
  • Riverbridge Partners's portfolio value fell 15% quarter-over-quarter to $6.23B.

Based on Riverbridge Partners's 13F filing for Q1 2025, filed 21 Apr 2025.