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RIVERBRIDGE PARTNERS LLC — 13F Holdings & Portfolio

CIK 1112325 · latest 13F-HR filed 2026-07-13

Backtest portfolio

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.

Filer Information
Address
80 SOUTH 8TH STREET, SUITE 1500
MINNEAPOLIS, MN 55402
Phone
55402
Filing Manager
RIVERBRIDGE PARTNERS LLC
MINNEAPOLIS, MN
Signatory
Lois Beckmen
Compliance Associate
Loading holdings…
AUM

$3.58B

Long-equity book

Holdings

198

Distinct positions

Period

2026-06-30

Filed 2026-07-13

Q/Q Activity

+17 / −11 / ↑44 / ↓80

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

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%
Show all 44 →

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%
Show all 80 →

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
Show all 17 →

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
Show all 11 →
All Holdings

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
Filing History
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