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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
+3.82%
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
$5.93B
AUM Growth
-$289M
Cap. Flow
-$331M
Cap. Flow %
-5.58%
Top 10 Hldgs %
32.82%
Holding
197
New
12
Increased
48
Reduced
109
Closed
11

Top Buys

Rank Stock Value
1
SNPS icon
Synopsys
SNPS
+$30.6M
2
BROS icon
Dutch Bros
BROS
+$24.2M
3
CASY icon
Casey's General Stores
CASY
+$19.4M
4
AAON icon
Aaon
AAON
+$18.4M
5
GKOS icon
Glaukos
GKOS
+$15.2M

Top Sells

Rank Stock Value
1
ANSS
Ansys
ANSS
+$108M
2
MEDP icon
Medpace
MEDP
+$30.1M
3
LOPE icon
Grand Canyon Education
LOPE
+$29M
4
DOCS icon
Doximity
DOCS
+$25M
5
NVDA icon
NVIDIA
NVDA
+$20.4M

Sector Composition

Rank Sector Weight
1 Technology 34.84%
2 Healthcare 19.43%
3 Industrials 15.56%
4 Consumer Discretionary 11.78%
5 Financials 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.01T
$322M 5.43%
1,724,831
-117,001
-6% -$20.4M
MSFT icon
2
Microsoft
MSFT
$2.84T
$267M 4.51%
516,182
-19,125
-4% -$9.76M
HEI icon
3
HEICO Corp
HEI
$48.9B
$211M 3.56%
653,205
-60,171
-8% -$19.1M
LOPE icon
4
Grand Canyon Education
LOPE
$3.71B
$209M 3.53%
953,066
-151,119
-14% -$29M
MEDP icon
5
Medpace
MEDP
$16.8B
$188M 3.17%
365,088
-68,936
-16% -$30.1M
RBA icon
6
RB Global
RBA
$20.8B
$180M 3.04%
1,662,763
-104,845
-6% -$11.8M
FIVE icon
7
Five Below
FIVE
$11.2B
$148M 2.5%
959,148
-67,845
-7% -$9.6M
TYL icon
8
Tyler Technologies
TYL
$12.2B
$141M 2.37%
268,627
-13,254
-5% -$7.44M
CSGP icon
9
CoStar Group
CSGP
$11.3B
$140M 2.36%
1,659,183
-94,835
-5% -$8.38M
AMZN icon
10
Amazon
AMZN
$2.5T
$139M 2.34%
632,358
-21,252
-3% -$4.81M
ENSG icon
11
The Ensign Group
ENSG
$10.1B
$132M 2.22%
763,132
-105,811
-12% -$16.9M
KNSL icon
12
Kinsale Capital Group
KNSL
$7.95B
$124M 2.08%
290,524
+29,053
+11% +$13.2M
FAST icon
13
Fastenal
FAST
$54B
$123M 2.07%
2,507,250
-110,684
-4% -$5.23M
ROL icon
14
Rollins
ROL
$18.6B
$118M 1.98%
2,001,848
-110,849
-5% -$6.3M
PRVA icon
15
Privia Health
PRVA
$3.21B
$115M 1.95%
4,633,867
-314,004
-6% -$6.76M
WK icon
16
Workiva
WK
$2.94B
$111M 1.88%
1,290,870
-84,997
-6% -$6.39M
VEEV icon
17
Veeva Systems
VEEV
$30.3B
$104M 1.75%
349,071
-12,307
-3% -$3.46M
ADI icon
18
Analog Devices
ADI
$181B
$95.5M 1.61%
388,514
-13,523
-3% -$3.25M
WST icon
19
West Pharmaceutical
WST
$23.1B
$95.1M 1.6%
362,540
-20,980
-5% -$5.1M
PAYC icon
20
Paycom
PAYC
$6.78B
$92.6M 1.56%
444,764
-25,317
-5% -$5.7M
PCTY icon
21
Paylocity
PCTY
$6.71B
$91.7M 1.55%
575,762
-46,187
-7% -$8.18M
NOW icon
22
ServiceNow
NOW
$102B
$91.1M 1.54%
495,145
-18,490
-4% -$3.45M
TSLA icon
23
Tesla
TSLA
$1.24T
$83.7M 1.41%
188,198
-10,787
-5% -$3.74M
SPGI icon
24
S&P Global
SPGI
$126B
$78.6M 1.33%
161,470
-5,946
-4% -$3.18M
VRSK icon
25
Verisk Analytics
VRSK
$26.4B
$78M 1.32%
310,275
-4,811
-2% -$1.32M
1
2 3 4 5

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Riverbridge Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Riverbridge Partners held 197 positions worth $5.93B, down 4.7% from $6.22B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Riverbridge Partners withdrew a net $331M in Q3 2025, closing 11 positions and reducing 109 holdings. Its most notable exit was Ansys, an estimated $108M position sold in full.

By sector, the portfolio is most concentrated in Technology at 35% of assets, down from 37% a quarter earlier, followed by Healthcare and Industrials.

Against the trend, Riverbridge Partners opened a new position in Synopsys worth $26.7M.

  • Riverbridge Partners's largest Q3 2025 buy was Synopsys: 54,081 shares worth $26.7M.
  • Riverbridge Partners added most to Glaukos in Q3 2025, an estimated $15.2M increase.
  • Riverbridge Partners's biggest Q3 2025 reduction was Medpace, cutting an estimated $30.1M.
  • Riverbridge Partners fully exited Ansys in Q3 2025, selling an estimated $108M.
  • Riverbridge Partners's ten largest holdings make up 33% of its $5.93B portfolio in Q3 2025.
  • Riverbridge Partners opened 12 new positions and closed 11 in Q3 2025.
  • Riverbridge Partners's portfolio value fell 4.7% quarter-over-quarter to $5.93B.

Based on Riverbridge Partners's 13F filing for Q3 2025, filed 14 Oct 2025.