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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

Top Buys

Rank Stock Value
1
BOOT icon
Boot Barn
BOOT
+$10.9M
2
ETN icon
Eaton
ETN
+$10.9M
3
GRDN
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
SHEL icon
176
Shell
SHEL
$250B
$254K 0.01%
3,278
– –
BBVA icon
177
Banco Bilbao Vizcaya Argentaria
BBVA
$160B
$244K 0.01%
+9,752
New +$222K
RIO icon
178
Rio Tinto
RIO
$168B
$217K 0.01%
2,284
– –
SPOT icon
179
Spotify
SPOT
$113B
$211K 0.01%
+459
New +$219K
CNI icon
180
Canadian National Railway
CNI
$76.2B
$207K 0.01%
+1,739
New +$198K
VBK icon
181
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24B
$205K 0.01%
+560
New +$191K
HLN icon
182
Haleon
HLN
$44.5B
$163K ﹤0.01%
17,477
– –
ALKT icon
183
Alkami Technology
ALKT
$2.16B
– –
-688,980
Closed -$10.8M
BIT icon
184
BlackRock Multi-Sector Income Trust
BIT
$682M
– –
-26,326
Closed -$330K
CCAP icon
185
Crescent Capital BDC
CCAP
$388M
– –
-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
$1.78B
– –
-92,494
Closed -$4.77M
MCR
188
DELISTED
MFS Charter Income Trust
MCR
– –
-207,236
Closed -$1.26M
PAYC icon
189
Paycom
PAYC
$10.8B
– –
-3,348
Closed -$407K
WDAY icon
190
Workday
WDAY
$49.3B
– –
-3,994
Closed -$519K
WSC icon
191
WillScot Mobile Mini Holdings
WSC
$3.79B
– –
-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.