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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
+10.72%
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
$6.22B
AUM Growth
-$18.1M
Cap. Flow
-$485M
Cap. Flow %
-7.81%
Top 10 Hldgs %
30.73%
Holding
192
New
12
Increased
56
Reduced
109
Closed
7

Top Buys

Rank Stock Value
1
CWAN
Clearwater Analytics
CWAN
+$37M
2
FWRG icon
First Watch Restaurant Group
FWRG
+$21.5M
3
FRPT icon
Freshpet
FRPT
+$18.6M
4
TRNS icon
Transcat
TRNS
+$17.5M
5
TECH icon
Bio-Techne
TECH
+$16.8M

Top Sells

Rank Stock Value
1
PYCR
Paycor HCM, Inc. Common Stock
PYCR
+$46.9M
2
LOPE icon
Grand Canyon Education
LOPE
+$30.5M
3
RBA icon
RB Global
RBA
+$29.2M
4
ENSG icon
The Ensign Group
ENSG
+$28.6M
5
CRM icon
Salesforce
CRM
+$27.9M

Sector Composition

Rank Sector Weight
1 Technology 37.3%
2 Healthcare 18.22%
3 Industrials 15.9%
4 Consumer Discretionary 10.53%
5 Financials 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.7T
$291M 4.68%
1,841,832
-78,293
-4% -$9.85M
MSFT icon
2
Microsoft
MSFT
$2.96T
$266M 4.28%
535,307
-14,977
-3% -$6.5M
HEI icon
3
HEICO Corp
HEI
$50.5B
$234M 3.76%
713,376
-92,938
-12% -$25.7M
LOPE icon
4
Grand Canyon Education
LOPE
$4.17B
$209M 3.36%
1,104,185
-164,340
-13% -$30.5M
RBA icon
5
RB Global
RBA
$21.7B
$188M 3.02%
1,767,608
-284,868
-14% -$29.2M
TYL icon
6
Tyler Technologies
TYL
$14.1B
$167M 2.69%
281,881
-19,790
-7% -$11.2M
AMZN icon
7
Amazon
AMZN
$2.49T
$143M 2.31%
653,610
-19,215
-3% -$3.8M
CSGP icon
8
CoStar Group
CSGP
$12.3B
$141M 2.27%
1,754,018
-112,327
-6% -$8.75M
MEDP icon
9
Medpace
MEDP
$16.3B
$136M 2.19%
434,024
-47,102
-10% -$14.1M
FIVE icon
10
Five Below
FIVE
$11.9B
$135M 2.17%
1,026,993
-102,248
-9% -$9.96M
ENSG icon
11
The Ensign Group
ENSG
$10.6B
$134M 2.16%
868,943
-204,126
-19% -$28.6M
KNSL icon
12
Kinsale Capital Group
KNSL
$8.54B
$127M 2.04%
261,471
-29,345
-10% -$13.7M
ROL icon
13
Rollins
ROL
$18.8B
$119M 1.92%
2,112,697
-160,398
-7% -$9M
PRVA icon
14
Privia Health
PRVA
$3.05B
$114M 1.83%
4,947,871
-569,799
-10% -$13.2M
PCTY icon
15
Paylocity
PCTY
$7.88B
$113M 1.81%
621,949
-78,413
-11% -$14.7M
FAST icon
16
Fastenal
FAST
$55B
$110M 1.77%
2,617,934
-66,304
-2% -$2.69M
PAYC icon
17
Paycom
PAYC
$7.97B
$109M 1.75%
470,081
-36,765
-7% -$8.72M
ANSS
18
DELISTED
Ansys
ANSS
$108M 1.74%
307,279
-23,447
-7% -$7.68M
NOW icon
19
ServiceNow
NOW
$120B
$106M 1.7%
513,635
-14,280
-3% -$2.69M
VEEV icon
20
Veeva Systems
VEEV
$33.8B
$104M 1.67%
361,378
-9,549
-3% -$2.37M
VRSK icon
21
Verisk Analytics
VRSK
$28.1B
$98.1M 1.58%
315,086
-17,478
-5% -$5.3M
ADI icon
22
Analog Devices
ADI
$176B
$95.7M 1.54%
402,037
-11,494
-3% -$2.39M
WK icon
23
Workiva
WK
$3.47B
$94.2M 1.52%
1,375,867
-160,583
-10% -$11M
SPGI icon
24
S&P Global
SPGI
$124B
$88.3M 1.42%
167,416
-4,836
-3% -$2.41M
GLOB icon
25
Globant
GLOB
$1.66B
$87.5M 1.41%
963,108
-92,963
-9% -$9.93M
1
2 3 4 5

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Riverbridge Partners's Q2 2025 Portfolio in Review

As of Q2 2025, Riverbridge Partners held 192 positions worth $6.22B, down 0.29% from $6.23B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Riverbridge Partners withdrew a net $485M in Q2 2025, closing 7 positions and reducing 109 holdings. Its most notable exit was Paycor HCM, Inc. Common Stock, an estimated $46.9M position sold in full.

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

Against the trend, Riverbridge Partners opened a new position in Clearwater Analytics worth $35.3M.

  • Riverbridge Partners's largest Q2 2025 buy was Clearwater Analytics: 1,610,240 shares worth $35.3M.
  • Riverbridge Partners added most to Freshpet in Q2 2025, an estimated $18.6M increase.
  • Riverbridge Partners's biggest Q2 2025 reduction was Grand Canyon Education, cutting an estimated $30.5M.
  • Riverbridge Partners fully exited Paycor HCM, Inc. Common Stock in Q2 2025, selling an estimated $46.9M.
  • Riverbridge Partners's ten largest holdings make up 31% of its $6.22B portfolio in Q2 2025.
  • Riverbridge Partners opened 12 new positions and closed 7 in Q2 2025.
  • Riverbridge Partners's portfolio value fell 0.29% quarter-over-quarter to $6.22B.

Based on Riverbridge Partners's 13F filing for Q2 2025, filed 15 Jul 2025.