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Riverbridge Partners Portfolio holdings

AUM $3.58B
1-Year Est. Return 4.02%
This Fund
S&P 500
This Quarter Est. Return
+9.93%
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
$3.58B
AUM Growth
-$505M
Cap. Flow
-$756M
Cap. Flow %
-21.11%
Top 10 Hldgs %
33.59%
Holding
209
New
17
Increased
38
Reduced
124
Closed
11
Avg Time Held
18.1 quarters
Top 10 Avg Time Held
9.5 quarters
Top 20 Avg Time Held
13.4 quarters

Top Buys

Rank Stock Value
1
BOOT icon
Boot Barn
BOOT
+$10.9M
2
ETN icon
Eaton
ETN
+$10.9M
3
GRDN icon
Guardian Pharmacy Services
GRDN
+$9.47M
4
WHD icon
Cactus
WHD
+$8.53M
5
PI icon
Impinj
PI
+$7.31M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$32.4M
2
FIVE icon
Five Below
FIVE
+$30.9M
3
RBA icon
RB Global
RBA
+$26M
4
LOPE icon
Grand Canyon Education
LOPE
+$25.5M
5
MEDP icon
Medpace
MEDP
+$24.7M

Sector Composition

Rank Sector Weight
1 Technology 28.62%
2 Industrials 19.54%
3 Healthcare 19.36%
4 Consumer Discretionary 12.39%
5 Communication Services 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
SHEL icon
176
Shell
SHEL
$289B
$254K 0.01%
3,278
– –
2025 Q1
5 quarters
BBVA icon
177
Banco Bilbao Vizcaya Argentaria
BBVA
$144B
$244K 0.01%
+9,752
New +$222K
2026 Q2
0 quarters
RIO icon
178
Rio Tinto
RIO
$153B
$217K 0.01%
2,284
– –
2026 Q1
1 quarter
SPOT icon
179
Spotify
SPOT
$109B
$211K 0.01%
+459
New +$219K
2026 Q2
0 quarters
CNI icon
180
Canadian National Railway
CNI
$71.6B
$207K 0.01%
+1,739
New +$198K
2026 Q2
0 quarters
VBK icon
181
Vanguard Morningstar Small-Cap Growth ETF
VBK
$23.1B
$205K 0.01%
+560
New +$191K
2026 Q2
0 quarters
HLN icon
182
Haleon
HLN
$41.8B
$163K ﹤0.01%
17,477
– –
2023 Q4
10 quarters
ALKT icon
183
Alkami Technology
ALKT
$1.51B
– –
-688,980
Closed -$10.8M –
BIT icon
184
BlackRock Multi-Sector Income Trust
BIT
$641M
– –
-26,326
Closed -$330K –
CCAP icon
185
Crescent Capital BDC
CCAP
$337M
– –
-102,056
Closed -$1.24M –
CXE
186
DELISTED
MFS High Income Municipal Trust
CXE
– –
-101,715
Closed -$377K –
INSP icon
187
Inspire Medical Systems
INSP
$2.07B
– –
-92,494
Closed -$4.77M –
MCR
188
DELISTED
MFS Charter Income Trust
MCR
– –
-207,236
Closed -$1.26M –
PAYC icon
189
Paycom
PAYC
$10.6B
– –
-3,348
Closed -$407K –
WDAY icon
190
Workday
WDAY
$45.4B
– –
-3,994
Closed -$519K –
WSC icon
191
WillScot Mobile Mini Holdings
WSC
$3.16B
– –
-669,142
Closed -$11.6M –
4 5 6 7
8

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Riverbridge Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Riverbridge Partners held 209 positions worth $3.58B, down 12% from $4.09B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Riverbridge Partners withdrew a net $756M in Q2 2026, closing 11 positions and reducing 124 holdings. Its most notable exit was WillScot Mobile Mini Holdings, an estimated $11.6M position sold in full.

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

Against the trend, Riverbridge Partners opened a new position in Boot Barn worth $11.1M.

  • Riverbridge Partners's largest Q2 2026 buy was Boot Barn: 67,475 shares worth $11.1M.
  • Riverbridge Partners added most to Guidewire Software in Q2 2026, an estimated $4.99M increase.
  • Riverbridge Partners's biggest Q2 2026 reduction was NVIDIA, cutting an estimated $32.4M.
  • Riverbridge Partners fully exited WillScot Mobile Mini Holdings in Q2 2026, selling an estimated $11.6M.
  • Riverbridge Partners's ten largest holdings make up 34% of its $3.58B portfolio in Q2 2026.
  • Riverbridge Partners opened 17 new positions and closed 11 in Q2 2026.
  • Riverbridge Partners's portfolio value fell 12% quarter-over-quarter to $3.58B.

Based on Riverbridge Partners's 13F filing for Q2 2026, filed 13 Jul 2026.