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Riverbridge Partners Portfolio holdings

AUM $3.58B
1-Year Est. Return 4.02%
This Fund
S&P 500
This Quarter Est. Return
-8.19%
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
$4.09B
AUM Growth
-$1.25B
Cap. Flow
-$693M
Cap. Flow %
-16.96%
Top 10 Hldgs %
32.16%
Holding
206
New
18
Increased
65
Reduced
91
Closed
14
Avg Time Held
18.2 quarters
Top 10 Avg Time Held
11.2 quarters
Top 20 Avg Time Held
12.6 quarters

Top Buys

Rank Stock Value
1
LIN icon
Linde
LIN
+$33.6M
2
KAI icon
Kadant
KAI
+$24.5M
3
WSO icon
Watsco Inc
WSO
+$24.2M
4
APPF icon
AppFolio
APPF
+$16.7M
5
CWST icon
Casella Waste Systems
CWST
+$16.6M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$68M
2
HEI icon
HEICO Corp
HEI
+$59M
3
FIVE icon
Five Below
FIVE
+$50.7M
4
PAYC icon
Paycom
PAYC
+$47.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$46.8M

Sector Composition

Rank Sector Weight
1 Technology 29.38%
2 Healthcare 19.36%
3 Industrials 18.34%
4 Consumer Discretionary 12.48%
5 Financials 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
NVDA icon
1
NVIDIA
NVDA
$5.46T
$202M 4.94%
1,156,543
-370,437
-24% -$68M
2018 Q3
30 quarters
MSFT icon
2
Microsoft
MSFT
$4.02T
$170M 4.17%
459,806
-33,356
-7% -$14M
2013 Q2
51 quarters
FIVE icon
3
Five Below
FIVE
$11.8B
$131M 3.2%
572,301
-242,342
-30% -$50.7M
2013 Q2
51 quarters
RBA icon
4
RB Global
RBA
$16.3B
$122M 2.99%
1,275,384
-225,982
-15% -$24M
2013 Q2
51 quarters
LOPE icon
5
Grand Canyon Education
LOPE
$4.18B
$122M 2.98%
716,586
-136,521
-16% -$22.9M
2013 Q2
51 quarters
AMZN icon
6
Amazon
AMZN
$2.8T
$117M 2.86%
562,039
-45,727
-8% -$10.1M
2013 Q2
51 quarters
ENSG icon
7
The Ensign Group
ENSG
$10.1B
$115M 2.81%
569,345
-127,165
-18% -$24.9M
2020 Q2
23 quarters
MEDP icon
8
Medpace
MEDP
$17.3B
$114M 2.79%
237,407
-35,562
-13% -$18.2M
2021 Q1
20 quarters
HEI icon
9
HEICO Corp
HEI
$41.5B
$111M 2.73%
406,226
-183,299
-31% -$59M
2015 Q1
44 quarters
ADI icon
10
Analog Devices
ADI
$197B
$110M 2.7%
346,665
-27,701
-7% -$8.81M
2017 Q2
35 quarters
FAST icon
11
Fastenal
FAST
$59.1B
$103M 2.52%
2,221,882
-159,678
-7% -$7.17M
2013 Q2
51 quarters
TYL icon
12
Tyler Technologies
TYL
$13.9B
$87.8M 2.15%
256,413
+17,673
+7% +$6.58M
2017 Q2
35 quarters
KNSL icon
13
Kinsale Capital Group
KNSL
$7.77B
$84.1M 2.06%
246,236
-22,217
-8% -$8.42M
2022 Q4
13 quarters
PRVA icon
14
Privia Health
PRVA
$2.74B
$80.6M 1.97%
3,917,948
-665,642
-15% -$15M
2021 Q4
17 quarters
GOOGL icon
15
Alphabet (Google) Class A
GOOGL
$4.31T
$77M 1.89%
267,866
-33,714
-11% -$10.6M
2015 Q3
42 quarters
KAI icon
16
Kadant
KAI
$3.08B
$73.7M 1.8%
252,230
+76,366
+43% +$24.5M
2020 Q2
23 quarters
ROL icon
17
Rollins
ROL
$15.4B
$66.4M 1.62%
1,242,585
-303,128
-20% -$18M
2013 Q2
51 quarters
WST icon
18
West Pharmaceutical
WST
$25.9B
$65.5M 1.6%
261,442
-57,171
-18% -$14.2M
2017 Q2
35 quarters
SPGI icon
19
S&P Global
SPGI
$122B
$61.3M 1.5%
144,215
-10,776
-7% -$5M
2021 Q2
19 quarters
GOOG icon
20
Alphabet (Google) Class C
GOOG
$4.27T
$60.3M 1.48%
210,154
-20,709
-9% -$6.51M
2013 Q2
51 quarters
NOW icon
21
ServiceNow
NOW
$145B
$57.5M 1.41%
549,784
+75,942
+16% +$8.93M
2019 Q4
25 quarters
VRSK icon
22
Verisk Analytics
VRSK
$23.1B
$55.3M 1.35%
291,692
-37,134
-11% -$7.54M
2014 Q2
47 quarters
FRPT icon
23
Freshpet
FRPT
$3.14B
$54.4M 1.33%
923,023
-80,687
-8% -$5.67M
2016 Q1
40 quarters
VEEV icon
24
Veeva Systems
VEEV
$47.9B
$54.1M 1.32%
307,717
-22,426
-7% -$4.41M
2015 Q4
41 quarters
PCTY icon
25
Paylocity
PCTY
$8.28B
$49.9M 1.22%
462,019
-31,444
-6% -$3.86M
2016 Q2
39 quarters
1
2 3 4 5

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Riverbridge Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Riverbridge Partners held 206 positions worth $4.09B, down 23% from $5.33B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Riverbridge Partners withdrew a net $693M in Q1 2026, closing 14 positions and reducing 91 holdings. Its most notable exit was Clearwater Analytics, an estimated $31.3M position sold in full.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 34% a quarter earlier, followed by Healthcare and Industrials.

Against the trend, Riverbridge Partners opened a new position in AppFolio worth $13.9M.

  • Riverbridge Partners's largest Q1 2026 buy was AppFolio: 88,112 shares worth $13.9M.
  • Riverbridge Partners added most to Linde in Q1 2026, an estimated $33.6M increase.
  • Riverbridge Partners's biggest Q1 2026 reduction was NVIDIA, cutting an estimated $68M.
  • Riverbridge Partners fully exited Clearwater Analytics in Q1 2026, selling an estimated $31.3M.
  • Riverbridge Partners's ten largest holdings make up 32% of its $4.09B portfolio in Q1 2026.
  • Riverbridge Partners opened 18 new positions and closed 14 in Q1 2026.
  • Riverbridge Partners's portfolio value fell 23% quarter-over-quarter to $4.09B.

Based on Riverbridge Partners's 13F filing for Q1 2026, filed 17 Apr 2026.