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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
(-0.29%)
Cap. Flow
-$485M
Cap. Flow
% of AUM
-7.81%
Top 10 Holdings %
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 |
First Watch Restaurant Group
FWRG
|
+$21.5M |
| 3 |
Freshpet
FRPT
|
+$18.6M |
| 4 |
Transcat
TRNS
|
+$17.5M |
| 5 |
Bio-Techne
TECH
|
+$16.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
PYCR
Paycor HCM, Inc. Common Stock
PYCR
|
+$46.9M |
| 2 |
Grand Canyon Education
LOPE
|
+$30.5M |
| 3 |
RB Global
RBA
|
+$29.2M |
| 4 |
The Ensign Group
ENSG
|
+$28.6M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
151
Stryker
SYK
$135B
| $475K | 0.01% |
1,200
| – | – |
|
|
JHI
152
John Hancock Investors Trust
JHI
$114M
| $455K | 0.01% |
32,854
+1,204
| +4% | +$16K |
|
|
MUE
153
DELISTED
BlackRock MuniHoldings Quality Fund II
MUE
| $440K | 0.01% |
45,887
+2,281
| +5% | +$21.9K |
|
|
NBH
154
Neuberger Municipal Fund Inc
NBH
$307M
| $431K | 0.01% |
43,887
+2,186
| +5% | +$21.8K |
|
155
Invesco Quality Municipal Securities
IQI
$526M
| $421K | 0.01% |
44,873
+1,921
| +4% | +$18K |
|
|
MMU
156
Western Asset Managed Municipals Fund
MMU
$551M
| $397K | 0.01% |
40,103
+1,549
| +4% | +$15.3K |
|
|
MVT
157
DELISTED
BlackRock MuniVest Fund II
MVT
| $381K | 0.01% |
36,931
+1,851
| +5% | +$18.8K |
|
158
Symbotic
SYM
$5.13B
| $358K | 0.01% |
+9,219
| New | +$241K |
|
|
MFM
159
Aberdeen Municipal Income Fund
MFM
$221M
| $358K | 0.01% |
69,259
+2,677
| +4% | +$13.8K |
|
160
Invesco Municipal Trust
VKQ
$541M
| $279K | ﹤0.01% |
30,542
+1,539
| +5% | +$14.3K |
|
161
HDFC Bank
HDB
$123B
| $274K | ﹤0.01% |
7,156
-70
| -1% | -$2.54K |
|
162
SAP
SAP
$215B
| $274K | ﹤0.01% |
900
-5
| -0.6% | -$1.43K |
|
|
MVF
163
DELISTED
BlackRock MuniVest Fund
MVF
| $273K | ﹤0.01% |
41,453
-886
| -2% | -$5.98K |
|
164
iShares Core S&P US Growth ETF
IUSG
$30.4B
| $269K | ﹤0.01% |
1,792
-4,848
| -73% | -$657K |
|
|
EVV
165
Eaton Vance Limited Duration Income Fund
EVV
$1.05B
| $252K | ﹤0.01% |
24,537
+624
| +3% | +$6.17K |
|
166
Invesco Municipal Opportunity Trust
VMO
$651M
| $241K | ﹤0.01% |
26,289
+1,323
| +5% | +$12.2K |
|
167
Vanguard Total Stock Market ETF
VTI
$646B
| $241K | ﹤0.01% |
794
-209
| -21% | -$58.8K |
|
168
Sony
SONY
$137B
| $234K | ﹤0.01% |
9,003
-50
| -0.6% | -$1.25K |
|
169
Shell
SHEL
$244B
| $231K | ﹤0.01% |
3,278
-20
| -0.6% | -$1.34K |
|
170
Haleon
HLN
$45.3B
| $227K | ﹤0.01% |
21,862
-129
| -0.6% | -$1.36K |
|
171
Manulife Financial
MFC
$73B
| $224K | ﹤0.01% |
7,016
-41
| -0.6% | -$1.26K |
|
172
Invesco Trust Investment Grade Municipals
VGM
$550M
| $206K | ﹤0.01% |
21,707
+1,087
| +5% | +$10.4K |
|
173
Invesco Bond Fund
VBF
$167M
| $181K | ﹤0.01% |
11,715
+246
| +2% | +$3.77K |
|
174
iShares Russell 1000 Growth ETF
IWF
$117B
| – | – |
-3,056
| Closed | -$276K |
|
175
Medtronic
MDT
$112B
| – | – |
-3,415
| Closed | -$307K |
|
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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.