Riverbridge Partners Portfolio holdings
Riverbridge Partners is a growth-focused asset manager, founded in 1987, that buys stocks of high-quality companies it expects to grow in value over time. It looks for well-managed businesses with steady unit growth and strong free cash flow that can fund their own expansion, and it expects them to build their earnings power over long periods. Riverbridge also runs income strategies aimed at high, stable income, and in December 2012 it launched the Riverbridge Growth Fund, a mutual fund it advises. The firm is mainly owned by a holding company that gives its investment team and other key staff a stake, with a minority stake held by an affiliate of Lincoln Peak Capital, a private firm that partners with asset managers to help them stay independent. Its clients include institutions, mutual funds, individuals and financial advisers.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Intuitive Surgical
ISRG
|
+$28.7M |
| 2 |
Eaton
ETN
|
+$14.5M |
| 3 |
Halozyme
HALO
|
+$12.7M |
| 4 |
Synopsys
SNPS
|
+$5.34M |
| 5 |
Danaher
DHR
|
+$4.13M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Bio-Techne
TECH
|
+$31.1M |
| 2 |
NVIDIA
NVDA
|
+$26.5M |
| 3 |
HEICO Corp
HEI
|
+$19.5M |
| 4 |
Salesforce
CRM
|
+$19.4M |
| 5 |
Analog Devices
ADI
|
+$16.5M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 31.1% |
| 2 | Healthcare | 21.3% |
| 3 | Industrials | 17.27% |
| 4 | Consumer Discretionary | 11.52% |
| 5 | Financials | 5.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
VFL
201
DELISTED
abrdn National Municipal Income Fund
VFL
| – | – |
-193,519
| Closed | -$2.01M | – |
|
202
Vanguard Extended Market ETF
VXF
$29B
| – | – |
-22,413
| Closed | -$5.52M | – |
|
Similar funds
Riverbridge Partners's Q3 2026 Portfolio in Review
As of Q3 2026, Riverbridge Partners held 218 positions worth $3.41B, down 4.9% from $3.58B the previous quarter. Its ten largest holdings account for 34% of the portfolio.
Riverbridge Partners withdrew a net $259M in Q3 2026, closing 31 positions and reducing 96 holdings. Its most notable exit was DoubleVerify, an estimated $10.5M position sold in full.
By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 29% a quarter earlier, followed by Healthcare and Industrials.
Against the trend, Riverbridge Partners opened a new position in Intuitive Surgical worth $30.6M.
- Riverbridge Partners's largest Q3 2026 buy was Intuitive Surgical: 75,148 shares worth $30.6M.
- Riverbridge Partners added most to Eaton in Q3 2026, an estimated $14.5M increase.
- Riverbridge Partners's biggest Q3 2026 reduction was Bio-Techne, cutting an estimated $31.1M.
- Riverbridge Partners fully exited DoubleVerify in Q3 2026, selling an estimated $10.5M.
- Riverbridge Partners's ten largest holdings make up 34% of its $3.41B portfolio in Q3 2026.
- Riverbridge Partners opened 20 new positions and closed 31 in Q3 2026.
- Riverbridge Partners's portfolio value fell 4.9% quarter-over-quarter to $3.41B.
Based on Riverbridge Partners's 13F filing for Q3 2026, filed 5 Nov 2026.