RIVERBRIDGE PARTNERS LLC

CIK

1112325

Location

MINNEAPOLIS, MN

Portfolio Value

Mid $3,394,626,412

Diversification

Diversified

Filing Date

Global Rank

#134 / 2,968 ▲ 650

Top Industry

Software - Application 10.6%

3Y Alpha vs SPY

-16.7%

Period ended 29 days ago

Filed Jul 13, 2026 · 16d

26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+6.7%

SPY

+67.9%

Annualised alpha

-16.7%

Max drawdown

−23.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

163 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

5.9%

+0.8 pts

Top 5

21.3%

+2.5 pts

Top 10

35.4%

+2.3 pts

HHI

210

Diversified+20

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	30.2%	$1,024,911,003	36
Healthcare	20.3%	$690,456,455	25
Industrials	20.0%	$678,656,190	21
Consumer Cyclical	13.1%	$443,642,295	14
Financial Services	6.8%	$229,913,852	48
Consumer Defensive	3.7%	$125,755,963	6
Communication Services	3.7%	$125,455,893	3
Real Estate	1.0%	$34,773,860	3
Basic Materials	0.9%	$29,925,692	3
Energy	0.2%	$8,090,675	2
Unclassified	0.1%	$3,044,534	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
GLOB	Globant S.A.	+82,004	769,815	$22,278,446
MFM	Aberdeen Municipal Income Fund	+66,641	247,902	$1,393,209
GWRE	Guidewire Software, Inc.	+37,447	266,959	$32,849,304
TSI	Tcw Strategic Income Fund Inc	+8,436	298,509	$1,346,275
SNPS	Synopsys Inc	+7,363	56,481	$25,194,479
WIW	Western Asset Inflation-Linked Opportunities & Income Fund	+7,131	252,005	$2,116,842
JHS	John Hancock Income Securities Trust	+5,816	206,659	$2,279,448
VEEV	Veeva Systems Inc	+5,661	313,378	$55,615,193
NBB	Nuveen Taxable Municipal Income Fund	+4,109	145,001	$2,288,115
OPP	RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.	+3,708	240,803	$1,858,999
BBN	BlackRock Taxable Municipal Bond Trust	+3,342	120,853	$1,954,193
BKT	Blackrock Income Trust, Inc.	+3,123	111,623	$1,196,598
SDHY	PGIM Short Duration High Yield Opportunities Fund	+2,200	164,714	$2,699,662
SEVN	Seven Hills Realty Trust	+2,068	243,649	$2,053,961
RA	Brookfield Real Assets Income Fund Inc.	+1,950	241,792	$3,114,280
FINS	Angel Oak Financial Strategies Income Term Trust	+1,886	235,363	$3,012,646
PGZ	Principal Real Estate Income Fund	+1,871	204,139	$2,100,590
AOMR	Angel Oak Mortgage REIT, Inc.	+1,686	199,078	$1,807,628
MSIF	Msc Income Fund, Inc.	+1,371	114,945	$1,329,913
JHI	John Hancock Investors Trust	+1,370	49,133	$654,451
FSSL	FS Specialty Lending Fund	+1,314	159,597	$1,779,506
GBDC	GOLUB CAPITAL BDC, Inc.	+1,073	107,382	$1,383,080
FDUS	FIDUS INVESTMENT Corp	+984	110,869	$2,114,271
VBF	Invesco Bond Fund	+931	32,766	$496,732
ARCC	Ares Capital Corp	+923	111,289	$2,062,185
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CCC	CCC Intelligent Solutions Holdings Inc.	−1,574,042	2,907,042	$15,000,336
PRVA	Privia Health Group, Inc.	−919,351	2,998,597	$77,153,900
HLMN	Hillman Solutions Corp.	−851,596	1,202,992	$10,153,252
ACVA	ACV Auctions Inc.	−848,006	1,839,453	$13,225,667
FWRG	First Watch Restaurant Group, Inc.	−743,068	1,348,632	$17,383,866
DV	DoubleVerify Holdings, Inc.	−469,825	972,989	$10,547,200
GDYN	Grid Dynamics Holdings, Inc.	−440,959	986,450	$5,603,036
SPSC	Sps Commerce Inc	−383,074	24,311	$1,389,859
PNTG	Pennant Group, Inc.	−345,219	315,832	$11,669,992
OPCH	Option Care Health, Inc.	−333,792	650,568	$13,642,410
CGNX	Cognex Corp	−270,766	444,577	$32,196,266
FRPT	Freshpet, Inc.	−247,705	675,318	$39,924,800
RBA	Rb Global Inc.	−247,392	1,027,992	$119,709,668
PPT	Putnam Premier Income Trust	−239,427	393,732	$1,374,124
LEO	Bny Mellon Strategic Municipals, Inc.	−220,260	138,053	$891,822
FAST	Fastenal Co	−220,172	2,001,710	$96,142,131
TWFG	TWFG, Inc.	−216,956	332,658	$8,000,424
WK	Workiva Inc	−214,959	436,284	$21,164,136
DOCS	Doximity, Inc.	−208,523	281,219	$5,832,482
ALRM	Alarm.com Holdings, Inc.	−197,982	394,872	$18,448,419
POWI	Power Integrations Inc	−197,530	138,538	$11,603,942
BROS	Dutch Bros Inc.	−193,775	317,628	$22,808,866
TECH	BIO-TECHNE Corp	−172,409	436,507	$30,839,219
LOPE	Grand Canyon Education, Inc.	−160,894	555,692	$79,525,082
DSGX	Descartes Systems Group Inc	−160,320	291,102	$20,155,902
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
ETN	Eaton Corp plc	26,919	$11,470,724
BOOT	Boot Barn Holdings, Inc.	67,475	$11,084,118
GRDN	Guardian Pharmacy Services, Inc.	244,585	$10,240,773
PI	Impinj Inc	56,028	$8,024,890
WHD	Cactus, Inc.	152,967	$7,836,499
MMT	Aberdeen Multi-Market Income Fund	280,036	$1,232,158
BHK	Blackrock Core Bond Trust	105,350	$966,059
BTZ	Blackrock Credit Allocation Income Trust	93,180	$952,299
DMO	Western Asset Mortgage Opportunity Fund Inc.	64,397	$689,691
WEA	Western Asset Premier Bond Fund	49,913	$531,573
MFC	Manulife Financial Corp	6,593	$267,082
BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	9,752	$244,385
CNI	Canadian National Railway Co	1,739	$207,358
No positions match the current search.

Sold Out

Positions the filer fully exited

13 positions

Ticker	Company	Shares	Value
LIN	Linde PLC	80,779	$40,046,997
EXPO	Exponent Inc	533,119	$34,786,014
WSC	WillScot Holdings Corp	669,142	$11,616,305
ALKT	Alkami Technology, Inc.	688,980	$10,796,316
INSP	Inspire Medical Systems, Inc.	92,494	$4,770,840
KIDS	Orthopediatrics Corp	263,439	$4,180,776
MCR	Mfs Charter Income Trust	207,236	$1,255,850
CCAP	Crescent Capital BDC, Inc.	102,056	$1,239,980
WDAY	Workday, Inc.	3,994	$518,900
PAYC	Paycom Software, Inc.	3,348	$406,915
CXE	Mfs High Income Municipal Trust	101,715	$377,362
BIT	BlackRock Multi-Sector Income Trust	26,326	$329,601
BAESY	Bae Systems PLC /Fi/	1,897	$221,000
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

163 tracked positions · $3,394,626,412 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 163 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	998,902	-157,641	$199,870,301	−0.9%	5.89%
MSFT	Microsoft Corp Technology	Reduced	413,524	-46,282	$154,252,722	−9.4%	4.54%
HEI	Heico Corp Industrials	Reduced	361,213	-45,013	$128,660,458	+15.5%	3.79%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	504,618	-57,421	$120,270,654	+2.7%	3.54%
RBA	Rb Global Inc. Industrials	Reduced	1,027,992	-247,392	$119,709,668	−2.1%	3.53%
ADI	Analog Devices Inc Technology	Reduced	295,295	-51,370	$117,282,315	+6.3%	3.45%
MEDP	Medpace Holdings, Inc. Healthcare	Reduced	183,941	-53,466	$97,413,314	−14.6%	2.87%
FAST	Fastenal Co Industrials	Reduced	2,001,710	-220,172	$96,142,131	−6.7%	2.83%
GOOGL	Alphabet Inc. Communication Services	Reduced	239,570	-28,296	$85,615,130	+11.1%	2.52%
WST	West Pharmaceutical Services Inc Healthcare	Reduced	232,514	-28,928	$83,472,526	+27.4%	2.46%
LOPE	Grand Canyon Education, Inc. Consumer Defensive	Reduced	555,692	-160,894	$79,525,082	−34.7%	2.34%
PRVA	Privia Health Group, Inc. Healthcare	Reduced	2,998,597	-919,351	$77,153,900	−4.3%	2.27%
FIVE	Five Below, Inc Consumer Cyclical	Reduced	428,994	-143,307	$77,128,831	−41.0%	2.27%
TYL	Tyler Technologies Inc Technology	Reduced	251,422	-4,991	$73,530,878	−16.2%	2.17%
ENSG	Ensign Group, Inc Healthcare	Reduced	440,086	-129,259	$70,545,785	−38.5%	2.08%
KNSL	Kinsale Capital Group, Inc. Financial Services	Reduced	185,530	-60,706	$61,189,649	−27.3%	1.80%
KAI	Kadant Inc Industrials	Reduced	194,573	-57,657	$61,140,673	−17.1%	1.80%
VEEV	Veeva Systems Inc Healthcare	Added	313,378	+5,661	$55,615,193	+2.9%	1.64%
WSO	Watsco Inc Industrials	Reduced	120,334	-11,404	$50,146,787	+4.6%	1.48%
SPGI	S&P Global Inc. Financial Services	Reduced	129,844	-14,371	$50,028,633	−18.4%	1.47%
VRSK	Verisk Analytics, Inc. Industrials	Reduced	272,866	-18,826	$48,987,632	−11.5%	1.44%
NOW	ServiceNow, Inc. Technology	Reduced	490,814	-58,970	$48,728,013	−15.2%	1.44%
ROL	Rollins Inc Consumer Cyclical	Reduced	1,126,020	-116,565	$47,000,074	−29.2%	1.38%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	107,923	-13,717	$45,392,413	+0.4%	1.34%
UNH	Unitedhealth Group Inc Healthcare	Reduced	107,378	-10,981	$44,629,518	+39.4%	1.31%
V	Visa Inc. Financial Services	Reduced	126,874	-14,791	$43,529,200	+1.7%	1.28%
DHR	Danaher Corp /De/ Healthcare	Added	223,404	+579	$42,553,993	+0.7%	1.25%
FRPT	Freshpet, Inc. Consumer Defensive	Reduced	675,318	-247,705	$39,924,800	−26.6%	1.18%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	386,968	-40,912	$39,544,259	+3.2%	1.16%
GKOS	GLAUKOS Corp Healthcare	Reduced	282,089	-151,139	$39,424,758	−15.5%	1.16%
IDXX	Idexx Laboratories Inc /De Healthcare	Reduced	73,440	-9,084	$38,661,753	−16.6%	1.14%
CTAS	Cintas Corp Industrials	Reduced	222,153	-7,005	$37,783,782	−2.5%	1.11%
PCTY	Paylocity Holding Corp Technology	Reduced	328,366	-133,653	$34,324,097	−31.2%	1.01%
GWRE	Guidewire Software, Inc. Technology	Added	266,959	+37,447	$32,849,304	−4.3%	0.97%
CGNX	Cognex Corp Technology	Reduced	444,577	-270,766	$32,196,266	−8.1%	0.95%
FND	Floor & Decor Holdings, Inc. Consumer Cyclical	Reduced	524,882	-130,529	$31,156,995	−6.4%	0.92%
CSGP	Costar Group, Inc. Real Estate	Reduced	1,091,535	-135,856	$30,912,271	−37.6%	0.91%
TECH	BIO-TECHNE Corp Healthcare	Reduced	436,507	-172,409	$30,839,219	−3.1%	0.91%
FICO	Fair Isaac Corp Technology	Reduced	24,897	-2,004	$29,746,437	+3.6%	0.88%
NFLX	Netflix Inc Communication Services	Reduced	410,274	-53,309	$29,293,563	−34.3%	0.86%
AAON	Aaon, Inc. Industrials	Reduced	208,611	-93,758	$26,464,391	+5.8%	0.78%
SSD	Simpson Manufacturing Co., Inc. Basic Materials	Reduced	124,379	-56,598	$26,038,743	−16.2%	0.77%
SNPS	Synopsys Inc Technology	Added	56,481	+7,363	$25,194,479	+29.4%	0.74%
MSI	Motorola Solutions, Inc. Technology	Reduced	60,313	-6,965	$25,047,385	−14.2%	0.74%
ENTG	Entegris Inc Technology	Reduced	137,455	-75,880	$24,722,656	−1.2%	0.73%
RGEN	Repligen Corp Healthcare	Reduced	172,507	-85,969	$23,536,855	−22.7%	0.69%
BROS	Dutch Bros Inc. Consumer Cyclical	Reduced	317,628	-193,775	$22,808,866	−12.0%	0.67%
GLOB	Globant S.A. Technology	Added	769,815	+82,004	$22,278,446	−29.8%	0.66%
WK	Workiva Inc Technology	Reduced	436,284	-214,959	$21,164,136	−45.5%	0.62%
CSW	Csw Industrials, Inc. Industrials	Reduced	73,442	-42,209	$20,438,908	−32.2%	0.60%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.