Latest RIVERBRIDGE PARTNERS LLC Stock Portfolio

RIVERBRIDGE PARTNERS LLC Performance:

2025 Q4: -9.85%YTD: -12.41%2024: 10.12%

Performance for 2025 Q4 is -9.85%, and YTD is -12.41%, and 2024 is 10.12%.

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 $5.3 Billions as of 31 Dec, 2025.

The top stock holdings of RIVERBRIDGE PARTNERS LLC are NVDA, MSFT, HEI. The fund has invested 5.3% of it's portfolio in NVIDIA CORPORATION and 4.5% of portfolio in MICROSOFT CORPORATION.

The fund managers got completely rid off KORNIT DIGITAL LTD., JAMF HOLDINGS CORPORATION (JAMF) and ZSCALER, INC. (ZS) stocks. They significantly reduced their stock positions in ALIGN TECHNOLOGY, INC. (ALGN), BLACKLINE, INC. (BL) and ACCENTURE PLC (ACN). RIVERBRIDGE PARTNERS LLC opened new stock positions in LOAR HOLDINGS, INC., VANGUARD S&P 500 INDEX FUND (VB) and CRESCENT CAPITAL BDC, INC. (CCAP). The fund showed a lot of confidence in some stocks as they added substantially to SAP SE ADR, ISHARES TR RUSSELL 2000 (IJR) and NETFLIX INC. (NFLX).

RIVERBRIDGE PARTNERS LLC Annual Return Estimates Vs S&P 500

Our best estimate is that RIVERBRIDGE PARTNERS LLC made a return of -9.85% in the last quarter. In trailing 12 months, it's portfolio return was -12.41%.

Performance
S&P 500

New Buys

Ticker	$ Bought
loar holdings, inc.	18,839,300
vanguard s&p 500 index fund	4,549,830
fs specialty lending fund	2,070,420
fs credit opportunities corp	1,328,320
crescent capital bdc, inc.	1,325,730
vanguard total international s	1,259,240
dicks sporting goods, inc.	1,167,430
blackrock income trust	1,154,360

New stocks bought by RIVERBRIDGE PARTNERS LLC

Additions

Ticker	% Inc.
sap se adr	14,843
ishares tr russell 2000	2,631
ishares core s&p 500 etf	1,203
netflix inc.	858
servicenow, inc.	378
rivernorth/doubleline strategi	262
seven hills realty trust	161
john hancock income securities	158

Additions to existing portfolio by RIVERBRIDGE PARTNERS LLC

Reductions

Ticker	% Reduced
align technology, inc.	-62.07
blackline, inc.	-48.26
accenture plc	-46.85
workday, inc. class a	-34.33
tjx companies, inc.	-30.82
trade desk, inc.	-29.8
tesla, inc.	-29.36
medpace holdings, inc.	-25.23

RIVERBRIDGE PARTNERS LLC reduced stake in above stock

Sold off

Ticker	$ Sold
kornit digital ltd.	-16,165,500
jamf holdings corporation	-11,766,100
blackrock credit allocation	-482,076
western asset managed municipa	-425,062
blackrock 2030 municipal targe	-919,261
invesco municipal trust	-305,060
eaton vance limited duration i	-252,512
unicharm corporation sponsored	-71,172

RIVERBRIDGE PARTNERS LLC got rid off the above stocks

Sector Distribution

RIVERBRIDGE PARTNERS LLC has about 31.5% of it's holdings in Technology sector.

Sector	%
Technology	31.5
Healthcare	19.2
Industrials	15.1
Consumer Cyclical	11.4
Others	7.3
Financial Services	4.9
Communication Services	4
Consumer Defensive	3.9
Real Estate	1.9

Market Cap. Distribution

RIVERBRIDGE PARTNERS LLC has about 60.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	39.7
MID-CAP	30.1
MEGA-CAP	20.7
UNALLOCATED	7.3
SMALL-CAP	2.3

Stocks belong to which Index?

About 62.7% of the stocks held by RIVERBRIDGE PARTNERS LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	44.5
Others	37.3
RUSSELL 2000	18.2

Top 5 Winners (%)		%
GKOS	glaukos corporation	37.3 %
CWAN	clearwater analytics holdings,	31.9 %
GOOG	alphabet, inc. class a	28.4 %
GOOG	alphabet, inc. class c	28.2 %
CRL	charles river laboratories int	24.6 %

Top 5 Winners ($)		$
FIVE	five below, inc.	29.9 M
GOOG	alphabet, inc. class a	21.3 M
GKOS	glaukos corporation	17.3 M
GOOG	alphabet, inc. class c	16.6 M
MEDP	medpace holdings, inc.	15.2 M

Top 5 Losers (%)		%
NFLX	netflix inc.	-86.7 %
NOW	servicenow, inc.	-75.2 %
	fiserv, inc.	-47.9 %
DOCS	doximity, inc.	-38.5 %
ORCL	oracle corporation	-29.2 %

Top 5 Losers ($)		$
NFLX	netflix inc.	-307.6 M
NOW	servicenow, inc.	-219.7 M
LOPE	grand canyon education, inc.	-48.1 M
CSGP	costar group, inc.	-26.7 M
VEEV	veeva systems, inc.	-25.4 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 188 stocks in it's portfolio. About 31.6% of the portfolio is in top 10 stocks. NFLX 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: 13 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAON	aaon, inc.	0.51	354,370	27,020,700	added	58.07

AAPL	apple inc.	0.16	31,843	8,656,840	reduced	-0.51

AAXJ	ishares msci usa esg select et	0.02	8,260	1,150,990	new

ABT	abbott laboratories	0.03	10,528	1,319,050	reduced	-21.58

ACN	accenture plc	0.01	2,115	567,455	reduced	-46.85

ACVA	acv auctions, inc.	0.47	3,122,030	25,038,700	reduced	-12.49

ADI	analog devices, inc.	1.90	374,366	101,528,000	reduced	-3.64

AGYS	agilysys, inc.	0.74	332,157	39,473,500	reduced	-11.92

ALGN	align technology, inc.	0.22	73,297	11,445,300	reduced	-62.07

ALKT	alkami technology, inc.	0.77	1,785,100	41,182,200	reduced	-20.69

ALRM	alarm.com holdings, inc.	0.69	723,361	36,905,900	reduced	-11.29

AMD	advanced micro devices inc com	0.00	1,034	221,441	new

AMZN	amazon.com, inc.	2.63	607,766	140,285,000	reduced	-3.89

AOMR	angel oak mortgage reit, inc.	0.03	182,770	1,573,650	added	120

BBSI	barrett business services, inc	0.20	295,543	10,701,600	reduced	-9.39

BL	blackline, inc.	0.39	372,814	20,612,900	reduced	-48.26

BROS	dutch bros, inc.	0.35	305,106	18,678,600	reduced	-20.31

CASY	casey's general stores, inc.	0.30	29,061	16,062,100	reduced	-21.77

CCAP	crescent capital bdc, inc.	0.03	94,358	1,325,730	new

CCCS	ccc intelligent solutions hold	0.76	5,120,480	40,707,800	reduced	-17.29