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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
-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

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
NVDA icon
1
NVIDIA
NVDA
$5.25T
$202M 4.94%
1,156,543
-370,437
-24% -$68M
MSFT icon
2
Microsoft
MSFT
$3.81T
$170M 4.17%
459,806
-33,356
-7% -$14M
FIVE icon
3
Five Below
FIVE
$13.4B
$131M 3.2%
572,301
-242,342
-30% -$50.7M
RBA icon
4
RB Global
RBA
$15.9B
$122M 2.99%
1,275,384
-225,982
-15% -$24M
LOPE icon
5
Grand Canyon Education
LOPE
$3.94B
$122M 2.98%
716,586
-136,521
-16% -$22.9M
AMZN icon
6
Amazon
AMZN
$2.87T
$117M 2.86%
562,039
-45,727
-8% -$10.1M
ENSG icon
7
The Ensign Group
ENSG
$10.1B
$115M 2.81%
569,345
-127,165
-18% -$24.9M
MEDP icon
8
Medpace
MEDP
$16.8B
$114M 2.79%
237,407
-35,562
-13% -$18.2M
HEI icon
9
HEICO Corp
HEI
$47B
$111M 2.73%
406,226
-183,299
-31% -$59M
ADI icon
10
Analog Devices
ADI
$175B
$110M 2.7%
346,665
-27,701
-7% -$8.81M
FAST icon
11
Fastenal
FAST
$57.1B
$103M 2.52%
2,221,882
-159,678
-7% -$7.17M
TYL icon
12
Tyler Technologies
TYL
$15.5B
$87.8M 2.15%
256,413
+17,673
+7% +$6.58M
KNSL icon
13
Kinsale Capital Group
KNSL
$8.67B
$84.1M 2.06%
246,236
-22,217
-8% -$8.42M
PRVA icon
14
Privia Health
PRVA
$2.66B
$80.6M 1.97%
3,917,948
-665,642
-15% -$15M
GOOGL icon
15
Alphabet (Google) Class A
GOOGL
$4.24T
$77M 1.89%
267,866
-33,714
-11% -$10.6M
KAI icon
16
Kadant
KAI
$3.57B
$73.7M 1.8%
252,230
+76,366
+43% +$24.5M
ROL icon
17
Rollins
ROL
$17.5B
$66.4M 1.62%
1,242,585
-303,128
-20% -$18M
WST icon
18
West Pharmaceutical
WST
$23.7B
$65.5M 1.6%
261,442
-57,171
-18% -$14.2M
SPGI icon
19
S&P Global
SPGI
$131B
$61.3M 1.5%
144,215
-10,776
-7% -$5M
GOOG icon
20
Alphabet (Google) Class C
GOOG
$4.19T
$60.3M 1.48%
210,154
-20,709
-9% -$6.51M
NOW icon
21
ServiceNow
NOW
$150B
$57.5M 1.41%
549,784
+75,942
+16% +$8.93M
VRSK icon
22
Verisk Analytics
VRSK
$25B
$55.3M 1.35%
291,692
-37,134
-11% -$7.54M
FRPT icon
23
Freshpet
FRPT
$3.4B
$54.4M 1.33%
923,023
-80,687
-8% -$5.67M
VEEV icon
24
Veeva Systems
VEEV
$44.8B
$54.1M 1.32%
307,717
-22,426
-7% -$4.41M
PCTY icon
25
Paylocity
PCTY
$8.38B
$49.9M 1.22%
462,019
-31,444
-6% -$3.86M
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.