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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
-6.4%
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
$6.23B
AUM Growth
-$1.09B
Cap. Flow
-$431M
Cap. Flow %
-6.91%
Top 10 Hldgs %
28.97%
Holding
190
New
11
Increased
64
Reduced
99
Closed
10

Top Buys

Rank Stock Value
1
AGYS icon
Agilysys
AGYS
+$41.5M
2
FRPT icon
Freshpet
FRPT
+$19.2M
3
ASML icon
ASML
ASML
+$2.1M
4
TSM icon
TSMC
TSM
+$2.09M
5
WIW
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
+$1.5M

Top Sells

Rank Stock Value
1
GWRE icon
Guidewire Software
GWRE
+$93.4M
2
LOPE icon
Grand Canyon Education
LOPE
+$27.8M
3
RBA icon
RB Global
RBA
+$17M
4
GLOB icon
Globant
GLOB
+$15.7M
5
HEI icon
HEICO Corp
HEI
+$14.8M

Sector Composition

Rank Sector Weight
1 Technology 36.75%
2 Healthcare 20.06%
3 Industrials 15.95%
4 Consumer Discretionary 9.23%
5 Financials 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LOPE icon
1
Grand Canyon Education
LOPE
$3.79B
$219M 3.52%
1,268,525
-160,397
-11% -$27.8M
HEI icon
2
HEICO Corp
HEI
$49.8B
$215M 3.46%
806,314
-60,611
-7% -$14.8M
NVDA icon
3
NVIDIA
NVDA
$4.86T
$208M 3.34%
1,920,125
-58,129
-3% -$7.37M
MSFT icon
4
Microsoft
MSFT
$3.45T
$207M 3.31%
550,284
-11,803
-2% -$4.81M
RBA icon
5
RB Global
RBA
$20.4B
$206M 3.3%
2,052,476
-178,458
-8% -$17M
TYL icon
6
Tyler Technologies
TYL
$12.7B
$175M 2.81%
301,671
-14,259
-5% -$8.47M
CSGP icon
7
CoStar Group
CSGP
$11.7B
$148M 2.37%
1,866,345
-77,538
-4% -$5.9M
MEDP icon
8
Medpace
MEDP
$16.1B
$147M 2.35%
481,126
-36,407
-7% -$12.2M
KNSL icon
9
Kinsale Capital Group
KNSL
$8.12B
$142M 2.27%
290,816
-15,569
-5% -$6.99M
ENSG icon
10
The Ensign Group
ENSG
$10.4B
$139M 2.23%
1,073,069
-55,507
-5% -$7.35M
PCTY icon
11
Paylocity
PCTY
$7.38B
$131M 2.1%
700,362
-21,160
-3% -$4.23M
AMZN icon
12
Amazon
AMZN
$2.92T
$128M 2.05%
672,825
-10,750
-2% -$2.33M
GLOB icon
13
Globant
GLOB
$1.58B
$124M 1.99%
1,056,071
-87,730
-8% -$15.7M
PRVA icon
14
Privia Health
PRVA
$2.98B
$124M 1.99%
5,517,670
-306,788
-5% -$7.13M
ROL icon
15
Rollins
ROL
$18.3B
$123M 1.97%
2,273,095
-126,166
-5% -$6.34M
WK icon
16
Workiva
WK
$3.36B
$117M 1.87%
1,536,450
-109,875
-7% -$10.4M
PAYC icon
17
Paycom
PAYC
$7.64B
$111M 1.78%
506,846
-24,836
-5% -$5.24M
ANSS
18
DELISTED
Ansys
ANSS
$105M 1.68%
330,726
-17,472
-5% -$5.86M
FAST icon
19
Fastenal
FAST
$54.7B
$104M 1.67%
2,684,238
-38,108
-1% -$1.43M
VRSK icon
20
Verisk Analytics
VRSK
$25.4B
$99M 1.59%
332,564
-21,160
-6% -$6.1M
WST icon
21
West Pharmaceutical
WST
$24B
$91.4M 1.47%
408,406
-26,887
-6% -$7.41M
SPGI icon
22
S&P Global
SPGI
$121B
$87.5M 1.4%
172,252
-2,836
-2% -$1.45M
VEEV icon
23
Veeva Systems
VEEV
$33.1B
$85.9M 1.38%
370,927
-4,871
-1% -$1.11M
FRPT icon
24
Freshpet
FRPT
$2.93B
$85.4M 1.37%
1,026,829
+156,583
+18% +$19.2M
FND icon
25
Floor & Decor
FND
$6.13B
$85.4M 1.37%
1,060,696
-91,097
-8% -$8.6M
1
2 3 4 5

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Riverbridge Partners's Q1 2025 Portfolio in Review

As of Q1 2025, Riverbridge Partners held 190 positions worth $6.23B, down 15% from $7.33B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Riverbridge Partners withdrew a net $431M in Q1 2025, closing 10 positions and reducing 99 holdings. Its most notable exit was Insight Select Income Fund, an estimated $518K position sold in full.

By sector, the portfolio is most concentrated in Technology at 37% of assets, down from 40% a quarter earlier, followed by Healthcare and Industrials.

Against the trend, Riverbridge Partners opened a new position in Agilysys worth $32.9M.

  • Riverbridge Partners's largest Q1 2025 buy was Agilysys: 453,717 shares worth $32.9M.
  • Riverbridge Partners added most to Freshpet in Q1 2025, an estimated $19.2M increase.
  • Riverbridge Partners's biggest Q1 2025 reduction was Guidewire Software, cutting an estimated $93.4M.
  • Riverbridge Partners fully exited Insight Select Income Fund in Q1 2025, selling an estimated $518K.
  • Riverbridge Partners's ten largest holdings make up 29% of its $6.23B portfolio in Q1 2025.
  • Riverbridge Partners opened 11 new positions and closed 10 in Q1 2025.
  • Riverbridge Partners's portfolio value fell 15% quarter-over-quarter to $6.23B.

Based on Riverbridge Partners's 13F filing for Q1 2025, filed 21 Apr 2025.