Latest RIVERBRIDGE PARTNERS LLC Stock Portfolio

RIVERBRIDGE PARTNERS LLC Performance:

2025 Q2: 6.07%YTD: -1.45%2024: 8.04%

Performance for 2025 Q2 is 6.07%, and YTD is -1.45%, and 2024 is 8.04%.

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 $6.2 Billions as of 30 Jun, 2025.

The top stock holdings of RIVERBRIDGE PARTNERS LLC are NVDA, MSFT, HEI. The fund has invested 4.7% of it's portfolio in NVIDIA CORPORATION and 4.3% of portfolio in MICROSOFT CORPORATION.

The fund managers got completely rid off PAYCOR HCM, INC. (PYCR), U.S. PHYSICAL THERAPY, INC. (USPH) and NEOGEN CORPORATION (NEOG) stocks. They significantly reduced their stock positions in CERTARA, INC. (CERT), ROCHE HOLDING LTD ADR and ISHARES CORE S&P U.S. GROWTH E (IJR). RIVERBRIDGE PARTNERS LLC opened new stock positions in CLEARWATER ANALYTICS HOLDINGS, (CWAN), FIRST WATCH RESTAURANT GROUP, (FWRG) and BARRETT BUSINESS SERVICES, INC (BBSI). The fund showed a lot of confidence in some stocks as they added substantially to ORACLE CORPORATION (ORCL), ISHARES TR RUSSELL 2000 (IJR) and FASTENAL COMPANY (FAST).

RIVERBRIDGE PARTNERS LLC Annual Return Estimates Vs S&P 500

Our best estimate is that RIVERBRIDGE PARTNERS LLC made a return of 6.07% in the last quarter. In trailing 12 months, it's portfolio return was 5.1%.

New Buys

Ticker	$ Bought
clearwater analytics holdings,	35,312,600
first watch restaurant group,	20,523,900
barrett business services, inc	14,792,000
twfg, inc.	12,049,300
tractor supply company	1,919,560
abbott laboratories	1,874,080
angel oak mortgage reit, inc.	764,631
symbotic, inc.	358,158

New stocks bought by RIVERBRIDGE PARTNERS LLC

Additions

Ticker	% Inc.
oracle corporation	199
ishares tr russell 2000	135
fastenal company	95.06
transcat, inc.	94.32
bio-techne corporation	53.9
unicharm corporation sponsored	49.48
glaukos corporation	41.51
ccc intelligent solutions hold	25.95

Additions to existing portfolio by RIVERBRIDGE PARTNERS LLC

Reductions

Ticker	% Reduced
certara, inc.	-97.86
roche holding ltd adr	-75.6
ishares core s&p u.s. growth e	-73.01
ishares core s&p 500 etf	-54.37
ishares tr russell 2000 growth	-49.55
charles river laboratories int	-40.01
vanguard index fds extend mkt	-36.63
salesforce, inc.	-35.11

RIVERBRIDGE PARTNERS LLC reduced stake in above stock

Sold off

Ticker	$ Sold
paycor hcm, inc.	-46,851,400
neogen corporation	-13,418,100
u.s. physical therapy, inc.	-20,496,800
dassault systemes sa sponsored	-206,430
medtronic plc	-306,872
pepsico, inc.	-322,671
ishares tr russell 1000 growth	-275,865

RIVERBRIDGE PARTNERS LLC got rid off the above stocks

Sector Distribution

RIVERBRIDGE PARTNERS LLC has about 35.6% of it's holdings in Technology sector.

Sector	%
Technology	35.6
Healthcare	17.9
Industrials	15.4
Consumer Cyclical	10.5
Others	4.9
Financial Services	4.9
Consumer Defensive	4.8
Communication Services	2.8
Real Estate	2.3

Market Cap. Distribution

RIVERBRIDGE PARTNERS LLC has about 60.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	42.6
MID-CAP	31.8
MEGA-CAP	18
UNALLOCATED	4.9
SMALL-CAP	2.7

Stocks belong to which Index?

About 63% of the stocks held by RIVERBRIDGE PARTNERS LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	44.4
Others	37
RUSSELL 2000	18.6

Top 5 Winners (%)		%
FIVE	five below, inc.	72.1 %
ZS	zscaler, inc.	58.0 %
AGYS	agilysys, inc.	53.2 %
ORCL	oracle corporation	45.2 %
NVDA	nvidia corporation	44.8 %

Top 5 Winners ($)		$
NVDA	nvidia corporation	93.2 M
MSFT	microsoft corporation	66.4 M
FIVE	five below, inc.	61.0 M
HEI	heico corporation	43.5 M
ENSG	ensign group, inc.	24.7 M

Top 5 Losers (%)		%
FAST	fastenal company	-44.8 %
UNH	unitedhealth group, inc.	-40.4 %
GDYN	grid dynamics holdings, inc.	-25.0 %
JAMF	jamf holdings corporation	-20.2 %
CHE	chemed corporation	-19.1 %

Top 5 Losers ($)		$
FAST	fastenal company	-89.1 M
UNH	unitedhealth group, inc.	-30.1 M
FRPT	freshpet, inc.	-17.9 M
WK	workiva, inc.	-11.6 M
GDYN	grid dynamics holdings, inc.	-10.1 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 185 stocks in it's portfolio. About 30.7% of the portfolio is in top 10 stocks. FAST proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for RIVERBRIDGE PARTNERS LLC last quarter.

Last Reported on: 15 Jul, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc.	0.11	32,375	6,642,380	reduced	-0.48

ABT	abbott laboratories	0.03	13,779	1,874,080	new

ACN	accenture plc	0.02	4,079	1,219,170	reduced	-0.71

ACVA	acv auctions, inc.	0.78	3,006,740	48,769,300	reduced	-11.09

ADI	analog devices, inc.	1.54	402,037	95,692,800	reduced	-2.78

AGYS	agilysys, inc.	0.73	397,539	45,573,900	reduced	-12.38

ALGN	align technology, inc.	0.65	213,575	40,436,200	reduced	-6.14

ALKT	alkami technology, inc.	1.02	2,098,790	63,257,500	added	24.45

ALRM	alarm.com holdings, inc.	0.80	882,716	49,935,200	reduced	-12.77

AMZN	amazon.com, inc.	2.31	653,610	143,396,000	reduced	-2.86

ANSS	ansys, inc.	1.74	307,279	107,922,000	reduced	-7.09

AOMR	angel oak mortgage reit, inc.	0.01	81,171	764,631	new

BBSI	barrett business services, inc	0.24	354,809	14,792,000	new

BL	blackline, inc.	0.71	779,121	44,113,800	reduced	-27.73

CCCS	ccc intelligent solutions hold	1.01	6,701,500	63,061,100	added	25.95

CERT	certara, inc.	0.01	43,741	511,768	reduced	-97.86

CGNX	cognex corporation	0.56	1,086,560	34,465,700	reduced	-12.39

CHE	chemed corporation	0.49	62,004	30,191,600	reduced	-13.3

CRL	charles river laboratories int	0.33	133,627	20,275,300	reduced	-40.01

CRM	salesforce, inc.	0.85	192,828	52,582,300	reduced	-35.11