RIVERBRIDGE PARTNERS LLC — 13F Holdings & Portfolio
CIK 1112325 · latest 13F-HR filed 2026-07-13
RIVERBRIDGE PARTNERS LLC manages $3.58B in 13F-reported U.S. long-equity assets across 198 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (5.58%), MSFT (4.31%), HEI (3.59%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 17 new positions, exited 11, added to 44, and trimmed 80.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$3.58B
Long-equity book
198
Distinct positions
2026-06-30
Filed 2026-07-13
+17 / −11 / ↑44 / ↓80
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
| Name | Title / Status | Ownership | Type |
|---|
Quarter-over-quarter changes
Share-count changes vs the prior 13F.
Top Adds (vs prior quarter)
- West Pharmaceutical Services,$17.9M +27.4%
- HEICO Corporation$17.3M +15.5%
- UnitedHealth Group, Inc.$12.6M +39.4%
- Alphabet, Inc. Class A$8.6M +11.1%
- Analog Devices, Inc.$7.0M +6.3%
Top Trims
- Five Below, Inc.-$53.6M -41.0%
- Ensign Group, Inc.-$44.2M -38.5%
- Grand Canyon Education, Inc.-$42.3M -34.7%
- Kinsale Capital Group, Inc.-$22.9M -27.3%
- SPS Commerce, Inc.-$21.3M -93.9%
New Positions
- Eaton Corporation Plc$11.5M
- Boot Barn Holdings, Inc.$11.1M
- Guardian Pharmacy Services, In$10.2M
- Impinj, Inc.$8.0M
- Cactus, Inc.$7.8M
Exited Positions
- WillScot Holdings Corporation$11.6M
- Alkami Technology, Inc.$10.8M
- Inspire Medical Systems, Inc.$4.8M
- MFS Charter Income Trust$1.3M
- Crescent Capital BDC, Inc.$1.2M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA Corporation | NVDA | 67066G104 | $199.9M | 5.58% | 998,902 | SH |
| 2 | Microsoft Corporation | MSFT | 594918104 | $154.3M | 4.31% | 413,524 | SH |
| 3 | HEICO Corporation | HEI | 422806109 | $128.7M | 3.59% | 361,213 | SH |
| 4 | Amazon.com, Inc. | AMZN | 023135106 | $120.3M | 3.36% | 504,618 | SH |
| 5 | RB Global, Inc. | RBA | 74935Q107 | $119.7M | 3.34% | 1,027,992 | SH |
| 6 | Analog Devices, Inc. | ADI | 032654105 | $117.3M | 3.28% | 295,295 | SH |
| 7 | Medpace Holdings, Inc. | MEDP | 58506Q109 | $97.4M | 2.72% | 183,941 | SH |
| 8 | Fastenal Company | FAST | 311900104 | $96.1M | 2.68% | 2,001,710 | SH |
| 9 | Alphabet, Inc. Class A | GOOGL | 02079K305 | $85.6M | 2.39% | 239,570 | SH |
| 10 | West Pharmaceutical Services, | WST | 955306105 | $83.5M | 2.33% | 232,514 | SH |
| 11 | Grand Canyon Education, Inc. | LOPE | 38526M106 | $79.5M | 2.22% | 555,692 | SH |
| 12 | Privia Health Group, Inc. | PRVA | 74276R102 | $77.2M | 2.15% | 2,998,597 | SH |
| 13 | Five Below, Inc. | FIVE | 33829M101 | $77.1M | 2.15% | 428,994 | SH |
| 14 | Tyler Technologies, Inc. | TYL | 902252105 | $73.5M | 2.05% | 251,422 | SH |
| 15 | Ensign Group, Inc. | ENSG | 29358P101 | $70.5M | 1.97% | 440,086 | SH |
| 16 | Alphabet, Inc. Class C | GOOG | 02079K107 | $66.8M | 1.87% | 189,147 | SH |
| 17 | Kinsale Capital Group, Inc. | KNSL | 49714P108 | $61.2M | 1.71% | 185,530 | SH |
| 18 | Kadant, Inc. | KAI | 48282T104 | $61.1M | 1.71% | 194,573 | SH |
| 19 | Veeva Systems, Inc. | VEEV | 922475108 | $55.6M | 1.55% | 313,378 | SH |
| 20 | S&P Global, Inc. | SPGI | 78409V104 | $52.9M | 1.48% | 129,844 | SH |
| 21 | Watsco, Inc. | WSO | 942622200 | $50.1M | 1.40% | 120,334 | SH |
| 22 | Verisk Analytics, Inc. | VRSK | 92345Y106 | $49.0M | 1.37% | 272,866 | SH |
| 23 | ServiceNow, Inc. | NOW | 81762P102 | $48.7M | 1.36% | 490,814 | SH |
| 24 | Rollins, Inc. | ROL | 775711104 | $47.0M | 1.31% | 1,126,020 | SH |
| 25 | Tesla, Inc. | TSLA | 88160R101 | $45.4M | 1.27% | 107,923 | SH |
| 26 | UnitedHealth Group, Inc. | UNH | 91324P102 | $44.6M | 1.25% | 107,378 | SH |
| 27 | Visa, Inc. | V | 92826C839 | $43.5M | 1.22% | 126,874 | SH |
| 28 | Danaher Corporation | DHR | 235851102 | $42.6M | 1.19% | 223,404 | SH |
| 29 | Freshpet, Inc. | FRPT | 358039105 | $39.9M | 1.11% | 675,318 | SH |
| 30 | Starbucks Corporation | SBUX | 855244109 | $39.5M | 1.10% | 386,968 | SH |
| 31 | Glaukos Corporation | GKOS | 377322102 | $39.4M | 1.10% | 282,089 | SH |
| 32 | IDEXX Laboratories, Inc. | IDXX | 45168D104 | $38.7M | 1.08% | 73,440 | SH |
| 33 | Linde Plc | LIN | G54950103 | $38.4M | 1.07% | 73,993 | SH |
| 34 | Cintas Corporation | CTAS | 172908105 | $37.8M | 1.06% | 222,153 | SH |
| 35 | Paylocity Holding Corporation | PCTY | 70438V106 | $34.3M | 0.96% | 328,366 | SH |
| 36 | Guidewire Software, Inc. | GWRE | 40171V100 | $32.8M | 0.92% | 266,959 | SH |
| 37 | Cognex Corporation | CGNX | 192422103 | $32.2M | 0.90% | 444,577 | SH |
| 38 | Floor & Decor Holdings, Inc. | FND | 339750101 | $31.2M | 0.87% | 524,882 | SH |
| 39 | CoStar Group, Inc. | CSGP | 22160N109 | $30.9M | 0.86% | 1,091,535 | SH |
| 40 | Bio-Techne Corporation | TECH | 09073M104 | $30.8M | 0.86% | 436,507 | SH |
| 41 | Fair Isaac Corporation | FICO | 303250104 | $29.7M | 0.83% | 24,897 | SH |
| 42 | Netflix Inc. | NFLX | 64110L106 | $29.3M | 0.82% | 410,274 | SH |
| 43 | AAON, Inc. | AAON | 000360206 | $26.5M | 0.74% | 208,611 | SH |
| 44 | Simpson Manufacturing Company, | SSD | 829073105 | $26.0M | 0.73% | 124,379 | SH |
| 45 | Synopsys, Inc. | SNPS | 871607107 | $25.2M | 0.70% | 56,481 | SH |
| 46 | Motorola Solutions, Inc. | MSI | 620076307 | $25.0M | 0.70% | 60,313 | SH |
| 47 | Entegris, Inc. | ENTG | 29362U104 | $24.7M | 0.69% | 137,455 | SH |
| 48 | Repligen Corporation | RGEN | 759916109 | $23.5M | 0.66% | 172,507 | SH |
| 49 | Dutch Bros, Inc. | BROS | 26701L100 | $22.8M | 0.64% | 317,628 | SH |
| 50 | Globant S.A. | GLOB | L44385109 | $22.3M | 0.62% | 769,815 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-13 | $3.58B | 198 | 0001112325-26-000005 |
| 2026-03-31 | 2026-04-17 | $4.09B | 192 | 0001112325-26-000004 |
| 2025-12-31 | 2026-01-13 | $5.33B | 188 | 0001112325-26-000001 |
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