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Latest RIVERBRIDGE PARTNERS LLC Stock Portfolio

$4.09Billion– No. of Holdings #192

RIVERBRIDGE PARTNERS LLC Performance:
2026 Q1: -10.22%YTD: -10.22%2025: -4.09%
Performance for 2026 Q1 is -10.22%, and YTD is -10.22%, and 2025 is -4.09%.

About RIVERBRIDGE PARTNERS LLC and 13F Hedge Fund Stock Holdings

RIVERBRIDGE PARTNERS LLC is a hedge fund based in Minneapolis, MN. On 2026-04-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, RIVERBRIDGE PARTNERS LLC reported an equity portfolio of $4.1 Billions as of 31 Mar, 2026.

The top stock holdings of RIVERBRIDGE PARTNERS LLC are NVDA, MSFT, FIVE. The fund has invested 4.9% of it's portfolio in NVIDIA CORPORATION and 4.2% of portfolio in MICROSOFT CORPORATION.

The fund managers got completely rid off CLEARWATER ANALYTICS HOLDINGS, (CWAN), BLACKLINE, INC. (BL) and TRADE DESK, INC. (TTD) stocks. They significantly reduced their stock positions in PAYCOM SOFTWARE, INC. (PAYC), ISHARES TR RUSSELL 2000 (IJR) and BNY MELLON MUNICIPAL BOND INFR. RIVERBRIDGE PARTNERS LLC opened new stock positions in APPFOLIO, INC. (APPF), CASELLA WASTE SYSTEMS, INC. (CWST) and LEMAITRE VASCULAR, INC. (LMAT). The fund showed a lot of confidence in some stocks as they added substantially to LINDE PLC (LIN), BLACKROCK TAXABLE MUNICIPAL BO and FIRST WATCH RESTAURANT GROUP, (FWRG).
RIVERBRIDGE PARTNERS LLC Equity Portfolio Value
Last Reported on: 17 Apr, 2026

RIVERBRIDGE PARTNERS LLC Annual Return Estimates Vs S&P 500

Our best estimate is that RIVERBRIDGE PARTNERS LLC made a return of -10.22% in the last quarter. In trailing 12 months, it's portfolio return was -5.26%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
appfolio, inc.13,905,800
casella waste systems, inc.13,742,100
lemaitre vascular, inc.11,528,300
rbc bearings, inc.11,072,100
costco wholesale corporation1,760,690
zoetis, inc.1,685,320
hercules capital, inc.1,339,230
spdr s&p 500 etf1,101,680
New stocks bought by RIVERBRIDGE PARTNERS LLC

Additions

Ticker% Inc.
linde plc736
blackrock taxable municipal bo106
blackrock muniholdings fund in100
first watch restaurant group, 90.84
watsco, inc.89.8
fs credit opportunities corp82.74
accenture plc69.69
dutch bros, inc.67.61
Additions to existing portfolio by RIVERBRIDGE PARTNERS LLC

Reductions

Ticker% Reduced
paycom software, inc.-99.06
ishares tr russell 2000-97.74
ishares core s&p 500 etf-80.75
bny mellon municipal bond infr-70.6
alkami technology, inc.-61.4
vanguard index fds extend mkt -55.04
blackrock multi-sector inc.-45.91
workiva, inc.-43.54
RIVERBRIDGE PARTNERS LLC reduced stake in above stock

Sold off

Ticker$ Sold
clearwater analytics holdings,-31,325,000
phreesia, inc.-7,767,070
blackline, inc.-20,612,900
bny mellon strategic municipal-1,465,620
trade desk, inc.-8,469,000
blackrock muniholdings quality-474,450
blackrock munivest fund, inc.-274,761
blackrock munivest fund ii, in-411,511
RIVERBRIDGE PARTNERS LLC got rid off the above stocks

Sector Distribution

RIVERBRIDGE PARTNERS LLC has about 27.4% of it's holdings in Technology sector.

  • Technology
  • Healthcare
  • Industrials
  • Consumer Cyclical
  • Others
  • Financial Services
  • Consumer Defensive
  • Communication Services
  • Basic Materials
  • Real Estate
Sector%
Technology27.4
Healthcare19.1
Industrials17.7
Consumer Cyclical12.5
Others5.9
Financial Services5
Consumer Defensive4.5
Communication Services4.5
Basic Materials1.8
Real Estate1.3

Market Cap. Distribution

RIVERBRIDGE PARTNERS LLC has about 64.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MID-CAP
  • MEGA-CAP
  • UNALLOCATED
  • SMALL-CAP
Category%
LARGE-CAP43.4
MID-CAP25.7
MEGA-CAP20.8
UNALLOCATED5.9
SMALL-CAP4.1

Stocks belong to which Index?

About 64.2% of the stocks held by RIVERBRIDGE PARTNERS LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50045.6
Others35.8
RUSSELL 200018.6
Top 5 Winners (%)%
POWI
power integrations, inc.
42.7 %
CGNX
cognex corporation
33.0 %
ENTG
entegris, inc.
31.7 %
disco corporation unsponsored
28.3 %
TRNS
transcat, inc.
28.3 %
Top 5 Winners ($)$
FIVE
five below, inc.
27.8 M
ENSG
ensign group, inc.
17.3 M
ADI
analog devices, inc.
16.9 M
FAST
fastenal company
14.4 M
CGNX
cognex corporation
10.3 M
Top 5 Losers (%)%
DOCS
doximity, inc.
-45.6 %
ACVA
acv auctions, inc.
-43.9 %
INSP
inspire medical systems, inc.
-43.0 %
GSHD
goosehead insurance, inc.
-40.6 %
WDAY
workday, inc. class a
-39.5 %
Top 5 Losers ($)$
MSFT
microsoft corporation
-54.1 M
CSGP
costar group, inc.
-36.0 M
TYL
tyler technologies, inc.
-27.6 M
NOW
servicenow, inc.
-24.9 M
HEI
heico corporation
-24.6 M

RIVERBRIDGE PARTNERS LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of RIVERBRIDGE PARTNERS LLC

RIVERBRIDGE PARTNERS LLC has 192 stocks in it's portfolio. About 32.2% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. FIVE was the most profitable stock for RIVERBRIDGE PARTNERS LLC last quarter.

Last Reported on: 17 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions