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RP

Riverbridge Partners Portfolio holdings

AUM $3.58B
1-Year Est. Return 4.02%
This Fund
S&P 500
This Quarter Est. Return
+5.4%
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
$7.33B
AUM Growth
-$159M
Cap. Flow
-$420M
Cap. Flow %
-5.73%
Top 10 Hldgs %
28.34%
Holding
197
New
15
Increased
28
Reduced
127
Closed
18

Top Buys

Rank Stock Value
1
SSD icon
Simpson Manufacturing
SSD
+$64.5M
2
CSW
CSW Industrials
CSW
+$46.5M
3
INSP icon
Inspire Medical Systems
INSP
+$27.6M
4
PRVA icon
Privia Health
PRVA
+$19M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$10.3M

Top Sells

Rank Stock Value
1
FAST icon
Fastenal
FAST
+$59.8M
2
RBA icon
RB Global
RBA
+$47.5M
3
PGNY icon
Progyny
PGNY
+$28.6M
4
TYL icon
Tyler Technologies
TYL
+$23.7M
5
EXPO icon
Exponent
EXPO
+$23.3M

Sector Composition

Rank Sector Weight
1 Technology 39.52%
2 Healthcare 19.19%
3 Industrials 14.3%
4 Consumer Discretionary 9.84%
5 Consumer Staples 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.86T
$266M 3.63%
1,978,254
-86,314
-4% -$11.9M
GLOB icon
2
Globant
GLOB
$1.58B
$245M 3.35%
1,143,801
-73,729
-6% -$16.1M
MSFT icon
3
Microsoft
MSFT
$3.45T
$237M 3.23%
562,087
-19,311
-3% -$8.23M
LOPE icon
4
Grand Canyon Education
LOPE
$3.79B
$234M 3.19%
1,428,922
-93,826
-6% -$14.4M
HEI icon
5
HEICO Corp
HEI
$49.8B
$206M 2.81%
866,925
-45,005
-5% -$11.7M
RBA icon
6
RB Global
RBA
$20.4B
$201M 2.75%
2,230,934
-531,401
-19% -$47.5M
TYL icon
7
Tyler Technologies
TYL
$12.7B
$182M 2.49%
315,930
-39,160
-11% -$23.7M
WK icon
8
Workiva
WK
$3.36B
$180M 2.46%
1,646,325
-105,934
-6% -$9.76M
MEDP icon
9
Medpace
MEDP
$16.1B
$172M 2.35%
517,533
-34,111
-6% -$11.6M
GWRE icon
10
Guidewire Software
GWRE
$12.6B
$153M 2.08%
906,245
-56,820
-6% -$10.6M
AMZN icon
11
Amazon
AMZN
$2.92T
$150M 2.05%
683,575
-24,521
-3% -$5.02M
ENSG icon
12
The Ensign Group
ENSG
$10.4B
$150M 2.05%
1,128,576
-75,391
-6% -$11M
PCTY icon
13
Paylocity
PCTY
$7.38B
$144M 1.96%
721,522
-50,827
-7% -$9.73M
WST icon
14
West Pharmaceutical
WST
$24B
$143M 1.95%
435,293
-21,456
-5% -$6.75M
KNSL icon
15
Kinsale Capital Group
KNSL
$8.12B
$143M 1.94%
306,385
-20,845
-6% -$9.87M
CSGP icon
16
CoStar Group
CSGP
$11.7B
$139M 1.9%
1,943,883
+101,867
+6% +$7.69M
FRPT icon
17
Freshpet
FRPT
$2.93B
$129M 1.76%
870,246
-69,241
-7% -$10.1M
FIVE icon
18
Five Below
FIVE
$12B
$126M 1.72%
1,202,751
-100,905
-8% -$9.65M
SPSC icon
19
SPS Commerce
SPSC
$2.64B
$120M 1.64%
651,602
-50,375
-7% -$9.45M
ANSS
20
DELISTED
Ansys
ANSS
$117M 1.6%
348,198
-19,842
-5% -$6.65M
FND icon
21
Floor & Decor
FND
$6.13B
$115M 1.57%
1,151,793
-73,989
-6% -$7.95M
PRVA icon
22
Privia Health
PRVA
$2.98B
$114M 1.55%
5,824,458
+958,418
+20% +$19M
NOW icon
23
ServiceNow
NOW
$115B
$113M 1.55%
535,015
-24,015
-4% -$4.86M
ROL icon
24
Rollins
ROL
$18.3B
$111M 1.52%
2,399,261
-123,275
-5% -$6.04M
PAYC icon
25
Paycom
PAYC
$7.64B
$109M 1.49%
531,682
-29,324
-5% -$5.97M
1
2 3 4 5

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Riverbridge Partners's Q4 2024 Portfolio in Review

As of Q4 2024, Riverbridge Partners held 197 positions worth $7.33B, down 2.1% from $7.49B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Riverbridge Partners withdrew a net $420M in Q4 2024, closing 18 positions and reducing 127 holdings. Its most notable exit was Progyny, an estimated $28.6M position sold in full.

By sector, the portfolio is most concentrated in Technology at 40% of assets, up from 38% a quarter earlier, followed by Healthcare and Industrials.

Against the trend, Riverbridge Partners opened a new position in Simpson Manufacturing worth $58.4M.

  • Riverbridge Partners's largest Q4 2024 buy was Simpson Manufacturing: 352,250 shares worth $58.4M.
  • Riverbridge Partners added most to Privia Health in Q4 2024, an estimated $19M increase.
  • Riverbridge Partners's biggest Q4 2024 reduction was Fastenal, cutting an estimated $59.8M.
  • Riverbridge Partners fully exited Progyny in Q4 2024, selling an estimated $28.6M.
  • Riverbridge Partners's ten largest holdings make up 28% of its $7.33B portfolio in Q4 2024.
  • Riverbridge Partners opened 15 new positions and closed 18 in Q4 2024.
  • Riverbridge Partners's portfolio value fell 2.1% quarter-over-quarter to $7.33B.

Based on Riverbridge Partners's 13F filing for Q4 2024, filed 17 Jan 2025.