Latest RIVERBRIDGE PARTNERS LLC Stock Portfolio

RIVERBRIDGE PARTNERS LLC Performance:

2025 Q3: 1.64%YTD: 0.96%2024: 10.37%

Performance for 2025 Q3 is 1.64%, and YTD is 0.96%, and 2024 is 10.37%.

About RIVERBRIDGE PARTNERS LLC and 13F Hedge Fund Stock Holdings

RIVERBRIDGE PARTNERS LLC is a hedge fund based in MINNEAPOLIS, MN. On 29-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $6.3 Billions. In it's latest 13F Holdings report, RIVERBRIDGE PARTNERS LLC reported an equity portfolio of $5.9 Billions as of 30 Sep, 2025.

The top stock holdings of RIVERBRIDGE PARTNERS LLC are NVDA, MSFT, HEI. The fund has invested 5.4% of it's portfolio in NVIDIA CORPORATION and 4.5% of portfolio in MICROSOFT CORPORATION.

The fund managers got completely rid off ANSYS, INC. (ANSS), PIMCO CALIFORNIA MUNICIPAL INC and CERTARA, INC. (CERT) stocks. They significantly reduced their stock positions in DOXIMITY, INC. (DOCS), ISHARES TR RUSSELL 2000 (IJR) and WESTERN ASSET INFLATION-LINKED. RIVERBRIDGE PARTNERS LLC opened new stock positions in SYNOPSYS, INC. (SNPS), CASEY'S GENERAL STORES, INC. (CASY) and AAON, INC. (AAON). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES CORE S&P 500 ETF (IJR), HDFC BANK LIMITED SPONSORED AD (HDB) and ENTEGRIS, INC. (ENTG).

RIVERBRIDGE PARTNERS LLC Annual Return Estimates Vs S&P 500

Our best estimate is that RIVERBRIDGE PARTNERS LLC made a return of 1.64% in the last quarter. In trailing 12 months, it's portfolio return was 3.98%.

New Buys

Ticker	$ Bought
synopsys, inc.	26,683,200
casey's general stores, inc.	21,000,900
aaon, inc.	20,947,700
dutch bros, inc.	20,038,700
pimco california municipal inc	879,393
blackrock multi-sector inc.	771,478
msc income fund inc.	674,843
western asset intermediate mun	324,571

New stocks bought by RIVERBRIDGE PARTNERS LLC

Additions

Ticker	% Inc.
ishares core s&p 500 etf	120
hdfc bank limited sponsored ad	100
entegris, inc.	62.68
mfs municipal income trust	61.26
twfg, inc.	57.63
neuberger berman municipal fun	51.54
fidus investment corporation	50.04
alliancebernstein national mun	46.34

Additions to existing portfolio by RIVERBRIDGE PARTNERS LLC

Reductions

Ticker	% Reduced
doximity, inc.	-40.85
ishares tr russell 2000	-35.99
western asset inflation-linked	-33.44
blackrock credit allocation	-33.38
rivernorth/doubleline strategi	-32.93
dbs group holdings ltd sponsor	-22.16
kornit digital ltd.	-22.15
john hancock income securities	-22.14

RIVERBRIDGE PARTNERS LLC reduced stake in above stock

Sold off

Ticker	$ Sold
ansys, inc.	-107,922,000
pimco california municipal inc	-695,918
pioneer floating rate trust	-611,714
invesco quality municipal inco	-420,909
western asset mortgage defined	-533,291
certara, inc.	-511,768
invesco municipal opportunity	-241,331
invesco trust for investment g	-206,004

RIVERBRIDGE PARTNERS LLC got rid off the above stocks

Sector Distribution

RIVERBRIDGE PARTNERS LLC has about 33.6% of it's holdings in Technology sector.

Sector	%
Technology	33.6
Healthcare	19.1
Industrials	15.3
Consumer Cyclical	11.8
Financial Services	4.7
Consumer Defensive	4.7
Others	4.3
Communication Services	3.3
Real Estate	2.4

Market Cap. Distribution

RIVERBRIDGE PARTNERS LLC has about 62% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	42.1
MID-CAP	31.3
MEGA-CAP	19.9
UNALLOCATED	4.3
SMALL-CAP	2.3

Stocks belong to which Index?

About 62.8% of the stocks held by RIVERBRIDGE PARTNERS LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	44.6
Others	37.2
RUSSELL 2000	18.2

Top 5 Winners (%)		%
MEDP	medpace holdings, inc.	63.8 %
CGNX	cognex corporation	42.8 %
TSLA	tesla, inc.	40.0 %
SYM	symbotic, inc.	38.7 %
GOOG	alphabet, inc. class a	37.9 %

Top 5 Winners ($)		$
MEDP	medpace holdings, inc.	86.9 M
NVDA	nvidia corporation	52.7 M
LOPE	grand canyon education, inc.	33.7 M
TSLA	tesla, inc.	25.3 M
WK	workiva, inc.	24.3 M

Top 5 Losers (%)		%
INSP	inspire medical systems, inc.	-42.8 %
ACVA	acv auctions, inc.	-34.9 %
ALGN	align technology, inc.	-33.9 %
GDYN	grid dynamics holdings, inc.	-33.3 %
TTD	trade desk, inc.	-31.9 %

Top 5 Losers ($)		$
TYL	tyler technologies, inc.	-19.6 M
ACVA	acv auctions, inc.	-19.0 M
VRSK	verisk analytics, inc.	-18.9 M
SPSC	sps commerce, inc.	-16.6 M
FRPT	freshpet, inc.	-16.3 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 186 stocks in it's portfolio. About 32.8% of the portfolio is in top 10 stocks. TYL proved to be the most loss making stock for the portfolio. MEDP was the most profitable stock for RIVERBRIDGE PARTNERS LLC last quarter.

Last Reported on: 14 Oct, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAON	aaon, inc.	0.35	224,184	20,947,700	new

AAPL	apple inc.	0.14	32,007	8,149,940	reduced	-1.14

ABT	abbott laboratories	0.03	13,426	1,798,280	reduced	-2.56

ACN	accenture plc	0.02	3,979	981,221	reduced	-2.45

ACVA	acv auctions, inc.	0.60	3,567,430	35,353,300	added	18.65

ADI	analog devices, inc.	1.61	388,514	95,457,900	reduced	-3.36

AGYS	agilysys, inc.	0.67	377,091	39,688,800	reduced	-5.14

ALGN	align technology, inc.	0.41	193,232	24,196,500	reduced	-9.52

ALKT	alkami technology, inc.	0.94	2,250,680	55,907,000	added	7.24

ALRM	alarm.com holdings, inc.	0.73	815,440	43,283,600	reduced	-7.62

AMZN	amazon.com, inc.	2.34	632,358	138,847,000	reduced	-3.25

ANSS	ansys, inc.	0.00	0.00	0.00	sold off	-100

AOMR	angel oak mortgage reit, inc.	0.01	82,959	777,329	added	2.2

BBSI	barrett business services, inc	0.24	326,184	14,456,500	reduced	-8.07

BL	blackline, inc.	0.65	720,617	38,264,800	reduced	-7.51

BROS	dutch bros, inc.	0.34	382,857	20,038,700	new

CASY	casey's general stores, inc.	0.35	37,149	21,000,900	new

CCCS	ccc intelligent solutions hold	0.95	6,190,820	56,398,300	reduced	-7.62

CERT	certara, inc.	0.00	0.00	0.00	sold off	-100

CGNX	cognex corporation	0.77	1,012,660	45,873,300	reduced	-6.8