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Latest RIVERBRIDGE PARTNERS LLC Stock Portfolio

$3.58Billion | No. of Holdings #198

RIVERBRIDGE PARTNERS LLC Performance

2026 Q2+5.93%
YTD-4.90%
2025-4.09%

About RIVERBRIDGE PARTNERS LLC and 13F Hedge Fund Stock Holdings

RIVERBRIDGE PARTNERS LLC is a hedge fund based in Minneapolis, MN. On 2026-07-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, RIVERBRIDGE PARTNERS LLC reported an equity portfolio of $3.6 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of RIVERBRIDGE PARTNERS LLC are NVDA, MSFT, HEI. The fund has invested 5.6% of it's portfolio in NVIDIA CORPORATION and 4.3% of portfolio in MICROSOFT CORPORATION. <br><br> The fund managers got completely rid off WILLSCOT HOLDINGS CORPORATION (WSC), ALKAMI TECHNOLOGY, INC. (ALKT) and INSPIRE MEDICAL SYSTEMS, INC. (INSP) stocks. They significantly reduced their stock positions in CHEMED CORPORATION (CHE), SPS COMMERCE, INC. (SPSC) and GODADDY, INC. (GDDY). RIVERBRIDGE PARTNERS LLC opened new stock positions in EATON CORPORATION PLC (ETN), BOOT BARN HOLDINGS, INC. (BOOT) and GUARDIAN PHARMACY SERVICES, IN. The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD GROWTH ETF (VB), ISHARES TR RUSSELL 1000 GROWTH (IJR) and ABERDEEN MUNICIPAL INCOME FUND.
RIVERBRIDGE PARTNERS LLC Equity Portfolio Value
Last Reported on: 13 Jul, 2026
$3.58Billion
  as of Jul 13, 2026

RIVERBRIDGE PARTNERS LLC Annual Return Estimates Vs S&P 500

Our best estimate is that RIVERBRIDGE PARTNERS LLC made a return of 5.93% in the last quarter. In trailing 12 months, it's portfolio return was -6.62%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
eaton corporation plc11,470,600
boot barn holdings, inc.11,084,100
guardian pharmacy services, in10,240,800
impinj, inc.8,024,860
cactus, inc.7,836,480
aberdeen multi-market income f1,232,160
invesco s&p 500 equal weight e1,207,040
blackrock core bond trust966,060
New stocks bought by RIVERBRIDGE PARTNERS LLC

Additions

Ticker% Inc.
vanguard growth etf726
ishares tr russell 1000 growth428
aberdeen municipal income fund36.77
ishares tr russell 200021.07
guidewire software, inc.16.32
synopsys, inc.14.99
globant s.a.11.92
vanguard index fds stk mrk etf6.74
Additions to existing portfolio by RIVERBRIDGE PARTNERS LLC

Reductions

Ticker% Reduced
chemed corporation-98.84
sps commerce, inc.-94.03
godaddy, inc.-76.87
bny mellon strategic municipal-61.47
power integrations, inc.-58.78
pennant group, inc.-52.22
dbs group holdings ltd sponsor-48.39
ishares core s&p 500 etf-47.93
RIVERBRIDGE PARTNERS LLC reduced stake in above stock

Sold off

Ticker$ Sold
alkami technology, inc.-10,796,300
willscot holdings corporation-11,616,300
mfs charter income trust-1,255,850
crescent capital bdc, inc.-1,239,980
mfs high income municipal trus-377,364
inspire medical systems, inc.-4,770,860
blackrock multi-sector inc.-329,605
chugai pharmaceutical co., ltd-215,344
RIVERBRIDGE PARTNERS LLC got rid off the above stocks

Sector Distribution

RIVERBRIDGE PARTNERS LLC has about 27% of it's holdings in Technology sector.

  • Technology
  • Industrials
  • Healthcare
  • Consumer Cyclical
  • Others
  • Communication Services
  • Financial Services
  • Consumer Defensive
  • Basic Materials
Sector%
Technology27
Industrials18.9
Healthcare18.8
Consumer Cyclical12.4
Others6.2
Communication Services5.1
Financial Services4.8
Consumer Defensive3.5
Basic Materials1.9

Market Cap. Distribution

RIVERBRIDGE PARTNERS LLC has about 68.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • MID-CAP
  • UNALLOCATED
  • SMALL-CAP
Category%
LARGE-CAP44.6
MEGA-CAP23.7
MID-CAP22.2
UNALLOCATED6.2
SMALL-CAP3.2

Stocks belong to which Index?

About 66.1% 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 50050.1
Others33.9
RUSSELL 200016
Top 5 Winners (%)%
AMD
advanced micro devices inc com
185.6 %
ACVA
acv auctions, inc.
58.6 %
UNH
unitedhealth group, inc.
51.1 %
ASML
asml holding nv adr
49.1 %
AAON
aaon, inc.
45.0 %
Top 5 Winners ($)$
HEI
heico corporation
31.5 M
NVDA
nvidia corporation
27.7 M
WST
west pharmaceutical services,
26.8 M
ADI
analog devices, inc.
25.4 M
RBA
rb global, inc.
23.7 M
Top 5 Losers (%)%
VB
vanguard growth etf
-69.5 %
IJR
ishares tr russell 1000 growth
-59.1 %
ZTS
zoetis, inc.
-38.5 %
ACN
accenture plc
-36.8 %
GLOB
globant s.a.
-36.0 %
Top 5 Losers ($)$
FIVE
five below, inc.
-24.4 M
ENSG
ensign group, inc.
-20.8 M
LOPE
grand canyon education, inc.
-17.1 M
CSGP
costar group, inc.
-13.9 M
ROL
rollins, inc.
-13.8 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 198 stocks in it's portfolio. About 33.6% of the portfolio is in top 10 stocks. FIVE proved to be the most loss making stock for the portfolio. HEI was the most profitable stock for RIVERBRIDGE PARTNERS LLC last quarter.

$3.58BTotal Value
209Positions
13 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of RIVERBRIDGE PARTNERS LLC, last reported on 13 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ASML
Asml Holding Nv Adr

Asml Holding Nv Adr

ASML
RIVERBRIDGE PARTNERS LLC's holding in Asml Holding Nv Adr over time
0.09%1,674
$3.33M
0.09%
decreased 6.01 percentreduced
BBVA
Banco Bilbao Vizcaya Argentari

Banco Bilbao Vizcaya Argentari

BBVA
RIVERBRIDGE PARTNERS LLC's holding in Banco Bilbao Vizcaya Argentari over time
0.01%9,752
$244.4K
0.01%
new position