RP
Riverbridge Partners Portfolio holdings
AUM
$6.22B
This Quarter Return
-17.33%
1 Year Return
+18.26%
3 Year Return
+76.4%
5 Year Return
+102.51%
10 Year Return
+486.47%
AUM
$6.25B
AUM Growth
+$6.25B
(-29%)
Cap. Flow
-$728M
Cap. Flow
% of AUM
-11.64%
Top 10 Holdings %
Top 10 Hldgs %
27.91%
Holding
204
New
43
Increased
12
Reduced
109
Closed
9
Top Buys
| 1 |
Definitive Healthcare
DH
|
$51.4M |
| 2 |
FIVE9
FIVN
|
$28M |
| 3 |
PYCR
Paycor HCM, Inc. Common Stock
PYCR
|
$25.6M |
| 4 |
GTM
ZoomInfo Technologies
GTM
|
$19.7M |
| 5 |
Floor & Decor
FND
|
$18.2M |
Top Sells
| 1 |
Grand Canyon Education
LOPE
|
$81.6M |
| 2 |
RB Global
RBA
|
$49.7M |
| 3 |
CCMP
CMC Materials, Inc. Common Stock
CCMP
|
$39.4M |
| 4 |
AZPN
ASPEN TECHNOLOGY INC
AZPN
|
$35.5M |
| 5 |
Health Catalyst
HCAT
|
$31.9M |
Sector Composition
| 1 | Technology | 36.07% |
| 2 | Healthcare | 25.6% |
| 3 | Industrials | 15.55% |
| 4 | Consumer Discretionary | 8.51% |
| 5 | Consumer Staples | 4.66% |
