Skip to main content
Livermore
Livermore
ZHEN

Riverbridge Partners LLC

SEC CIK
0001112325
Latest filing
Jul 13, 2026

The latest 13F from Riverbridge Partners LLC covers Q2 2026 (filed Jul 13, 2026): 198 long positions worth $3.58B. The top 10 holdings make up 33.6% of the portfolio, and the largest is NVIDIA Corp (NVDA) at 5.6%. Livermore has 25 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
17
Est. +$55.5M
Added
38
Est. +$13.2M
Reduced
124
Est. −$825.5M
Sold out
11
Est. −$31.7M

Top 5 holdings

Share of this quarter's portfolio value

  1. NVDANVIDIA Corp
    5.6%$199.9MHistory
  2. MSFTMicrosoft Corp
    4.3%$154.3MHistory
  3. HEIHeico Corp
    3.6%$128.7MHistory
  4. AMZNAmazon Com Inc
    3.4%$120.3MHistory
  5. RBARB Global Inc.
    3.3%$119.7MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. ETNEaton Corp plc
    +$11.5MNewHistory
  2. BOOTBoot Barn Holdings, Inc.
    +$11.1MNewHistory
  3. GRDNGuardian Pharmacy Services, Inc.
    +$10.2MNewHistory
  4. PIImpinj Inc
    +$8.02MNewHistory
  5. WHDCactus, Inc.
    +$7.84MNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. ETNEaton Corp plc
    +0.32 pp0.0% → 0.3%History
  2. BOOTBoot Barn Holdings, Inc.
    +0.31 pp0.0% → 0.3%History
  3. GRDNGuardian Pharmacy Services, Inc.
    +0.29 pp0.0% → 0.3%History
  4. VEEVVeeva Systems Inc
    +0.23 pp1.3% → 1.6%History
  5. SNPSSynopsys Inc
    +0.23 pp0.5% → 0.7%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. NVDANVIDIA Corp
    −$31.5MReducedHistory
  2. RBARB Global Inc.
    −$28.8MReducedHistory
  3. MEDPMedpace Holdings, Inc.
    −$28.3MReducedHistory
  4. FIVEFive Below, Inc
    −$25.8MReducedHistory
  5. PRVAPrivia Health Group, Inc.
    −$23.7MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. FIVEFive Below, Inc
    −1.05 pp3.2% → 2.2%History
  2. ENSGEnsign Group, Inc
    −0.84 pp2.8% → 2.0%History
  3. LOPEGrand Canyon Education, Inc.
    −0.76 pp3.0% → 2.2%History
  4. SPSCSPS Commerce Inc
    −0.52 pp0.6% → <0.1%History
  5. CHEChemed Corp
    −0.46 pp0.5% → <0.1%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$3.58B
−$504.9M (−12.4%) vs. prior quarter
Positions
198
+6 vs. prior quarter
Top 10 concentration
33.6%
Top 10 as share of value
Turnover
1.8%
Q2 2026, one quarter
Average holding period
18.6 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $10.1B (Q4 2021)

Q1 2021: $8.78BQ2 2021: $9.85BQ3 2021: $9.97BQ4 2021: $10.1BQ1 2022: $8.85BQ2 2022: $6.25BQ3 2022: $6.73BQ4 2022: $6.66BQ1 2023: $7.13BQ2 2023: $7.93BQ3 2023: $7.33BQ4 2023: $8.00BQ1 2024: $8.20BQ2 2024: $7.36BQ3 2024: $7.49BQ4 2024: $7.33BQ1 2025: $6.23BQ2 2025: $6.22BQ3 2025: $5.93BQ4 2025: $5.33BQ1 2026: $4.09BQ2 2026: $3.58B
Q1 2021Q2 2026
13F filings of Riverbridge Partners LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 13, 2026198$3.58BNVDAMSFTHEIvs. Q1 2026SEC
Q1 2026Apr 17, 2026192$4.09BNVDAMSFTFIVEvs. Q4 2025SEC
Q4 2025Jan 13, 2026188$5.33BNVDAMSFTHEIvs. Q3 2025SEC
Q3 2025Oct 14, 2025186$5.93BNVDAMSFTHEIvs. Q2 2025SEC
Q2 2025Jul 15, 2025185$6.22BNVDAMSFTHEIvs. Q1 2025SEC
Q1 2025Apr 21, 2025180$6.23BLOPEHEINVDAvs. Q4 2024SEC
Q4 2024Jan 17, 2025179$7.33BNVDAGLOBMSFTvs. Q3 2024SEC
Q3 2024Oct 15, 2024182$7.49BNVDAMSFTGLOBvs. Q2 2024SEC
Q2 2024Jul 17, 2024178$7.36BMSFTNVDAGLOBvs. Q1 2024SEC
Q1 2024Apr 26, 2024174$8.20BGLOBMSFTRBAvs. Q4 2023SEC
Q4 2023Feb 15, 2024Amended202$8.00BGLOBFIVELOPEvs. Q3 2023SEC
Q3 2023Feb 15, 2024Amended192$7.33BGLOBRBAFIVEvs. Q2 2023SEC
Q2 2023Jul 25, 2023192$7.93BFIVEGLOBRBAvs. Q1 2023SEC
Q1 2023Apr 21, 2023189$7.13BFIVERBAGLOBvs. Q4 2022SEC
Q4 2022Jan 11, 2023195$6.66BFIVERBAGLOBvs. Q3 2022SEC
Q3 2022Oct 26, 2022194$6.73BGLOBRBAFIVEvs. Q2 2022SEC
Q2 2022Aug 29, 2022Amended195$6.25BRBAGLOBLOPEvs. Q1 2022SEC
Q1 2022Apr 20, 2022161$8.85BGLOBAMEDLOPEvs. Q4 2021SEC
Q4 2021Jan 14, 2022168$10.1BGLOBFIVEWSTvs. Q3 2021SEC
Q3 2021Oct 26, 2021156$9.97BGLOBRBAFIVEvs. Q2 2021SEC
Q2 2021Jul 26, 2021157$9.85BGLOBFIVERBAvs. Q1 2021SEC
Q1 2021Apr 21, 2021153$8.78BGLOBLOPEFIVE–SEC

13D and 13G filings

Companies where Riverbridge Partners LLC reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

Riverbridge Partners LLC does not currently report owning 5% or more of any company.

Latest filings

13 filings on file made by Riverbridge Partners LLC or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by Riverbridge Partners LLC
CompanyFiled (ET)FormStakeChangeEvent dateFiling
LOPEGrand Canyon Education, Inc.Jan 16, 20254:02 PM ET13G/A4.90%1.43M shares–Below 5%Dec 31, 2024SEC
LOPEGrand Canyon Education, Inc.Feb 14, 202413G/AOld format–––SEC
LOPEGrand Canyon Education, Inc.Feb 8, 202313G/AOld format–––SEC
KIDSOrthopediatrics CorpFeb 8, 202313G/AOld format–––SEC
LOPEGrand Canyon Education, Inc.Feb 8, 202313GOld format–––SEC
PRLBProto Labs IncJan 21, 202213G/AOld format–––SEC
PRLBProto Labs IncJan 21, 202213G/AOld format–––SEC
HCSGHealthcare Services Group IncJan 21, 202213G/AOld format–––SEC
LOPEGrand Canyon Education, Inc.Jan 21, 202213G/AOld format–––SEC
KIDSOrthopediatrics CorpJan 21, 202213G/AOld format–––SEC
PRLBProto Labs IncJan 25, 202113G/AOld format–––SEC
KIDSOrthopediatrics CorpJan 25, 202113GOld format–New–SEC
HCSGHealthcare Services Group IncJan 25, 202113GOld format–New–SEC