Riverbridge Partners LLC
- SEC CIK
- 0001112325
- Latest filing
- Jul 13, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 13, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 198
- +6 vs. Q1 2026
- Portfolio value
- $3.58B
- −$504.9M (−12.4%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 998,902 | $199.9M | 5.6% | −157,641−13.6% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 413,524 | $154.3M | 4.3% | −46,282−10.1% | Reduced | History |
| HEIHeico Corp | COM | 361,213 | $128.7M | 3.6% | −45,013−11.1% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 504,618 | $120.3M | 3.4% | −57,421−10.2% | Reduced | History |
| RBARB Global Inc. | COM | 1,027,992 | $119.7M | 3.3% | −247,392−19.4% | Reduced | History |
| ADIAnalog Devices Inc | Stock | 295,295 | $117.3M | 3.3% | −51,370−14.8% | Reduced | History |
| MEDPMedpace Holdings, Inc. | COM | 183,941 | $97.4M | 2.7% | −53,466−22.5% | Reduced | History |
| FASTFastenal Co | Stock | 2,001,710 | $96.1M | 2.7% | −220,172−9.9% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 239,570 | $85.6M | 2.4% | −28,296−10.6% | Reduced | History |
| WSTWest Pharmaceutical Services Inc | COM | 232,514 | $83.5M | 2.3% | −28,928−11.1% | Reduced | History |
| LOPEGrand Canyon Education, Inc. | COM | 555,692 | $79.5M | 2.2% | −160,894−22.5% | Reduced | History |
| PRVAPrivia Health Group, Inc. | COM | 2,998,597 | $77.2M | 2.2% | −919,351−23.5% | Reduced | History |
| FIVEFive Below, Inc | COM | 428,994 | $77.1M | 2.2% | −143,307−25.0% | Reduced | History |
| TYLTyler Technologies Inc | COM | 251,422 | $73.5M | 2.1% | −4,991−1.9% | Reduced | History |
| ENSGEnsign Group, Inc | COM | 440,086 | $70.5M | 2.0% | −129,259−22.7% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 189,147 | $66.8M | 1.9% | −21,007−10.0% | Reduced | History |
| KNSLKinsale Capital Group, Inc. | Stock | 185,530 | $61.2M | 1.7% | −60,706−24.7% | Reduced | History |
| KAIKadant Inc | COM | 194,573 | $61.1M | 1.7% | −57,657−22.9% | Reduced | History |
| VEEVVeeva Systems Inc | Stock | 313,378 | $55.6M | 1.6% | +5,661+1.8% | Added | History |
| SPGIS&P Global Inc. | Stock | 129,844 | $52.9M | 1.5% | −14,371−10.0% | Reduced | History |
| WSOWatsco Inc | COM | 120,334 | $50.1M | 1.4% | −11,404−8.7% | Reduced | History |
| VRSKVerisk Analytics, Inc. | COM | 272,866 | $49.0M | 1.4% | −18,826−6.5% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 490,814 | $48.7M | 1.4% | −58,970−10.7% | Reduced | History |
| ROLRollins Inc | COM | 1,126,020 | $47.0M | 1.3% | −116,565−9.4% | Reduced | History |
| TSLATesla, Inc. | Stock | 107,923 | $45.4M | 1.3% | −13,717−11.3% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 107,378 | $44.6M | 1.2% | −10,981−9.3% | Reduced | History |
| VVisa Inc. | Stock | 126,874 | $43.5M | 1.2% | −14,791−10.4% | Reduced | History |
| DHRDanaher Corp | Stock | 223,404 | $42.6M | 1.2% | +579+0.3% | Added | History |
| FRPTFreshpet, Inc. | Stock | 675,318 | $39.9M | 1.1% | −247,705−26.8% | Reduced | History |
| SBUXStarbucks Corp | Stock | 386,968 | $39.5M | 1.1% | −40,912−9.6% | Reduced | History |
| GKOSGLAUKOS Corp | COM | 282,089 | $39.4M | 1.1% | −151,139−34.9% | Reduced | History |
| IDXXIDEXX Laboratories Inc | COM | 73,440 | $38.7M | 1.1% | −9,084−11.0% | Reduced | History |
| LINLinde PLC | Stock | 73,993 | $38.4M | 1.1% | −6,786−8.4% | Reduced | History |
| CTASCintas Corp | Stock | 222,153 | $37.8M | 1.1% | −7,005−3.1% | Reduced | History |
| PCTYPaylocity Holding Corp | COM | 328,366 | $34.3M | 1.0% | −133,653−28.9% | Reduced | History |
| GWREGuidewire Software, Inc. | COM | 266,959 | $32.8M | 0.9% | +37,447+16.3% | Added | History |
| CGNXCognex Corp | COM | 444,577 | $32.2M | 0.9% | −270,766−37.9% | Reduced | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 524,882 | $31.2M | 0.9% | −130,529−19.9% | Reduced | History |
| CSGPCostar Group, Inc. | COM | 1,091,535 | $30.9M | 0.9% | −135,856−11.1% | Reduced | History |
| TECHBIO-TECHNE Corp | COM | 436,507 | $30.8M | 0.9% | −172,409−28.3% | Reduced | History |
| FICOFair Isaac Corp | COM | 24,897 | $29.7M | 0.8% | −2,004−7.4% | Reduced | History |
| NFLXNetflix Inc | Stock | 410,274 | $29.3M | 0.8% | −53,309−11.5% | Reduced | History |
| AAONAaon, Inc. | COM PAR $0.004 | 208,611 | $26.5M | 0.7% | −93,758−31.0% | Reduced | History |
| SSDSimpson Manufacturing Co., Inc. | COM | 124,379 | $26.0M | 0.7% | −56,598−31.3% | Reduced | History |
| SNPSSynopsys Inc | COM | 56,481 | $25.2M | 0.7% | +7,363+15.0% | Added | History |
| MSIMotorola Solutions, Inc. | Stock | 60,313 | $25.0M | 0.7% | −6,965−10.4% | Reduced | History |
| ENTGEntegris Inc | COM | 137,455 | $24.7M | 0.7% | −75,880−35.6% | Reduced | History |
| RGENRepligen Corp | COM | 172,507 | $23.5M | 0.7% | −85,969−33.3% | Reduced | History |
| BROSDutch Bros Inc. | CL A | 317,628 | $22.8M | 0.6% | −193,775−37.9% | Reduced | History |
| GLOBGlobant S.A. | COM | 769,815 | $22.3M | 0.6% | +82,004+11.9% | Added | History |
| WKWorkiva Inc | COM CL A | 436,284 | $21.2M | 0.6% | −214,959−33.0% | Reduced | History |
| EXPOExponent Inc | COM | 359,934 | $21.1M | 0.6% | −173,185−32.5% | Reduced | History |
| Riverbridge Growth Fund - Inst46141P404 | COM | 784,937 | $21.0M | 0.6% | −56,090−6.7% | Reduced | – |
| CSWCSW Industrials, Inc. | COM | 73,442 | $20.4M | 0.6% | −42,209−36.5% | Reduced | History |
| DSGXDescartes Systems Group Inc | COM | 291,102 | $20.2M | 0.6% | −160,320−35.5% | Reduced | History |
| SAPSAP SE | ADR | 125,736 | $19.4M | 0.5% | −13,203−9.5% | Reduced | History |
| TRNSTranscat Inc | COM | 202,389 | $18.8M | 0.5% | −108,087−34.8% | Reduced | History |
| AGYSAgilysys Inc | COM | 179,573 | $18.8M | 0.5% | −76,481−29.9% | Reduced | History |
| ALRMAlarm.com Holdings, Inc. | COM | 394,872 | $18.4M | 0.5% | −197,982−33.4% | Reduced | History |
| FWRGFirst Watch Restaurant Group, Inc. | COM | 1,348,632 | $17.4M | 0.5% | −743,068−35.5% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 101,205 | $15.9M | 0.4% | −64,054−38.8% | Reduced | History |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 2,907,042 | $15.0M | 0.4% | −1,574,042−35.1% | Reduced | History |
| OPCHOption Care Health, Inc. | COM NEW | 650,568 | $13.6M | 0.4% | −333,792−33.9% | Reduced | History |
| ACVAACV Auctions Inc. | COM CL A | 1,839,453 | $13.2M | 0.4% | −848,006−31.6% | Reduced | History |
| CRLCharles River Laboratories International, Inc. | COM | 56,703 | $12.9M | 0.4% | −7,085−11.1% | Reduced | History |
| LOARLoar Holdings Inc. | COM SHS | 153,080 | $12.3M | 0.3% | −105,336−40.8% | Reduced | History |
| CASYCaseys General Stores Inc | COM | 15,224 | $12.1M | 0.3% | −2,388−13.6% | Reduced | History |
| PNTGPennant Group, Inc. | COM | 315,832 | $11.7M | 0.3% | −345,219−52.2% | Reduced | History |
| POWIPower Integrations Inc | COM | 138,538 | $11.6M | 0.3% | −197,530−58.8% | Reduced | History |
| ETNEaton Corp plc | Stock | 26,919 | $11.5M | 0.3% | +26,919 | New | History |
| RBCRBC Bearings INC | COM | 17,797 | $11.5M | 0.3% | −2,589−12.7% | Reduced | History |
| TOSTToast, Inc. | Stock | 399,492 | $11.1M | 0.3% | −60,315−13.1% | Reduced | History |
| BOOTBoot Barn Holdings, Inc. | COM | 67,475 | $11.1M | 0.3% | +67,475 | New | History |
| STVNStevanato Group S.p.A. | ORD SHS | 600,514 | $10.9M | 0.3% | −72,634−10.8% | Reduced | History |
| DVDoubleVerify Holdings, Inc. | COM | 972,989 | $10.5M | 0.3% | −469,825−32.6% | Reduced | History |
| GRDNGuardian Pharmacy Services, Inc. | CL A | 244,585 | $10.2M | 0.3% | +244,585 | New | History |
| HLMNHillman Solutions Corp. | COM | 1,202,992 | $10.2M | 0.3% | −851,596−41.4% | Reduced | History |
| CWSTCasella Waste Systems Inc | CL A | 102,979 | $9.99M | 0.3% | −70,226−40.5% | Reduced | History |
| AAPLApple Inc. | Stock | 31,263 | $9.05M | 0.3% | −606−1.9% | Reduced | History |
| LMATLemaitre Vascular Inc | COM | 88,467 | $8.49M | 0.2% | −17,132−16.2% | Reduced | History |
| APPFAppfolio Inc | COM CL A | 50,837 | $8.15M | 0.2% | −37,275−42.3% | Reduced | History |
| PIImpinj Inc | COM | 56,028 | $8.02M | 0.2% | +56,028 | New | History |
| TWFGTWFG, Inc. | COM CL A | 332,658 | $8.00M | 0.2% | −216,956−39.5% | Reduced | History |
| WHDCactus, Inc. | CL A | 152,967 | $7.84M | 0.2% | +152,967 | New | History |
| JKHYJack Henry & Associates Inc | Stock | 54,164 | $7.46M | 0.2% | −8,881−14.1% | Reduced | History |
| ALGNAlign Technology Inc | COM | 41,537 | $7.01M | 0.2% | −6,381−13.3% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 8,512 | $6.37M | 0.2% | −7,835−47.9% | Reduced | – |
| BBSIBarrett Business Services Inc | COM | 171,205 | $6.08M | 0.2% | −113,072−39.8% | Reduced | History |
| DOCSDoximity, Inc. | CL A | 281,219 | $5.83M | 0.2% | −208,523−42.6% | Reduced | History |
| GSHDGoosehead Insurance, Inc. | COM CL A | 115,819 | $5.62M | 0.2% | −79,998−40.9% | Reduced | History |
| GDYNGrid Dynamics Holdings, Inc. | CL A | 986,450 | $5.60M | 0.2% | −440,959−30.9% | Reduced | History |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 22,413 | $5.52M | 0.2% | −1,214−5.1% | Reduced | – |
| Vanguard Index FDS922908710 | COM | 7,181 | $4.97M | 0.1% | −30.0% | Reduced | – |
| ECLEcolab Inc. | Stock | 13,173 | $3.67M | 0.1% | −191−1.4% | Reduced | History |
| TJXTJX Companies Inc | Stock | 23,378 | $3.54M | 0.1% | −275−1.2% | Reduced | History |
| iShares Russell 2000 Growth ETF464287648 | ETF | 8,718 | $3.43M | 0.1% | −2,426−21.8% | Reduced | – |
| SNASnap-on Inc | COM | 8,304 | $3.34M | 0.1% | −109−1.3% | Reduced | History |
| ASMLASML Holding NV | ADR | 1,674 | $3.33M | 0.1% | −107−6.0% | Reduced | History |
| ROKRockwell Automation, Inc | Stock | 6,689 | $3.31M | 0.1% | −96−1.4% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 6,809 | $3.25M | 0.1% | −277−3.9% | Reduced | History |
Sold out since Q1 2026 (11)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| WSCWillScot Holdings Corp | COM CL A | 669,142 | $11.6M | 0.3% | History |
| ALKTAlkami Technology, Inc. | Stock | 688,980 | $10.8M | 0.3% | History |
| INSPInspire Medical Systems, Inc. | COM | 92,494 | $4.77M | 0.1% | History |
| MCRMFS Charter Income Trust | SH BEN INT | 207,236 | $1.26M | <0.1% | History |
| CCAPCrescent Capital BDC, Inc. | COM | 102,056 | $1.24M | <0.1% | History |
| WDAYWorkday, Inc. | CL A | 3,994 | $518.9K | <0.1% | History |
| PAYCPaycom Software, Inc. | Stock | 3,348 | $407.0K | <0.1% | History |
| CXEMFS High Income Municipal Trust | SH BEN INT | 101,715 | $377.4K | <0.1% | History |
| BITBlackRock Multi-Sector Income Trust | COM | 26,326 | $329.6K | <0.1% | History |
| BAESYBae Systems PLC | ADR | 1,897 | $221.0K | <0.1% | History |
| Chugai Pharmaceutical Co Ltd ADR171269103 | ADR | 7,825 | $215.3K | <0.1% | – |