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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
-0.72%
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
$5.33B
AUM Growth
-$592M
Cap. Flow
-$431M
Cap. Flow %
-8.08%
Top 10 Hldgs %
31.63%
Holding
202
New
16
Increased
50
Reduced
110
Closed
14

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$53.2M
2
SAP icon
SAP
SAP
+$34M
3
IWM icon
iShares Russell 2000 ETF
IWM
+$23M
4
FICO icon
Fair Isaac
FICO
+$21.7M
5
LOAR icon
Loar Holdings
LOAR
+$20.2M

Top Sells

Rank Stock Value
1
MEDP icon
Medpace
MEDP
+$52.3M
2
NVDA icon
NVIDIA
NVDA
+$36.8M
3
ROL icon
Rollins
ROL
+$26.8M
4
TSLA icon
Tesla
TSLA
+$24.5M
5
FIVE icon
Five Below
FIVE
+$23.5M

Sector Composition

Rank Sector Weight
1 Technology 33.61%
2 Healthcare 19.45%
3 Industrials 15.38%
4 Consumer Discretionary 11.43%
5 Financials 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BTT icon
176
BlackRock Municipal 2030 Target Term Trust
BTT
$1.43B
– –
-40,929
Closed -$919K
BTZ icon
177
BlackRock Credit Allocation Income Trust
BTZ
$930M
– –
-43,627
Closed -$482K
DG icon
178
Dollar General
DG
$28B
– –
-4,973
Closed -$512K
EVV
179
Eaton Vance Limited Duration Income Fund
EVV
$1.06B
– –
-24,878
Closed -$253K
JAMF
180
DELISTED
Jamf
JAMF
– –
-1,099,637
Closed -$11.8M
KRNT icon
181
Kornit Digital
KRNT
$705M
– –
-1,197,445
Closed -$16.2M
MMU
182
Western Asset Managed Municipals Fund
MMU
$548M
– –
-41,109
Closed -$425K
SONY icon
183
Sony
SONY
$137B
– –
-7,075
Closed -$204K
SYM icon
184
Symbotic
SYM
$5.48B
– –
-9,219
Closed -$497K
VKQ icon
185
Invesco Municipal Trust
VKQ
$541M
– –
-31,612
Closed -$305K
ZS icon
186
Zscaler
ZS
$24.5B
– –
-4,148
Closed -$1.24M
4 5 6 7
8

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Riverbridge Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Riverbridge Partners held 202 positions worth $5.33B, down 10% from $5.93B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Riverbridge Partners withdrew a net $431M in Q4 2025, closing 14 positions and reducing 110 holdings. Its most notable exit was Kornit Digital, an estimated $16.2M position sold in full.

By sector, the portfolio is most concentrated in Technology at 34% of assets, down from 35% a quarter earlier, followed by Healthcare and Industrials.

Against the trend, Riverbridge Partners opened a new position in Loar Holdings worth $18.8M.

  • Riverbridge Partners's largest Q4 2025 buy was Loar Holdings: 277,049 shares worth $18.8M.
  • Riverbridge Partners added most to iShares Core S&P 500 ETF in Q4 2025, an estimated $53.2M increase.
  • Riverbridge Partners's biggest Q4 2025 reduction was Medpace, cutting an estimated $52.3M.
  • Riverbridge Partners fully exited Kornit Digital in Q4 2025, selling an estimated $16.2M.
  • Riverbridge Partners's ten largest holdings make up 32% of its $5.33B portfolio in Q4 2025.
  • Riverbridge Partners opened 16 new positions and closed 14 in Q4 2025.
  • Riverbridge Partners's portfolio value fell 10% quarter-over-quarter to $5.33B.

Based on Riverbridge Partners's 13F filing for Q4 2025, filed 13 Jan 2026.