RIVERBRIDGE PARTNERS LLC — 13F Holdings & Portfolio
CIK 1112325 · latest 13F-HR filed 2026-04-17
RIVERBRIDGE PARTNERS LLC manages $4.09B in 13F-reported U.S. long-equity assets across 192 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (4.94%), MSFT (4.17%), FIVE (3.20%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 18 new positions, exited 14, added to 38, and trimmed 98.
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.
$4.09B
Long-equity book
192
Distinct positions
2026-03-31
Filed 2026-04-17
+18 / −14 / ↑38 / ↓98
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Linde Plc$35.9M +872.6%
- Watsco, Inc.$24.5M +104.9%
- Kadant, Inc.$23.6M +47.1%
- Analog Devices, Inc.$8.8M +8.6%
- Fastenal Company$7.5M +7.9%
Top Trims
- NVIDIA Corporation-$83.1M -29.2%
- HEICO Corporation-$79.4M -41.6%
- Microsoft Corporation-$68.3M -28.6%
- Workiva, Inc.-$60.6M -61.0%
- Paycom Software, Inc.-$56.5M -99.3%
New Positions
- AppFolio, Inc.$13.9M
- Casella Waste Systems, Inc.$13.7M
- LeMaitre Vascular, Inc.$11.5M
- RBC Bearings, Inc.$11.1M
- Costco Wholesale Corporation$1.8M
Exited Positions
- Clearwater Analytics Holdings,$31.3M
- BlackLine, Inc.$20.6M
- Trade Desk, Inc.$8.5M
- Phreesia, Inc.$7.8M
- Vanguard S&P 500 Index Fund$4.5M
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 | $201.7M | 4.94% | 1,156,543 | SH |
| 2 | Microsoft Corporation | MSFT | 594918104 | $170.2M | 4.17% | 459,806 | SH |
| 3 | Five Below, Inc. | FIVE | 33829M101 | $130.8M | 3.20% | 572,301 | SH |
| 4 | RB Global, Inc. | RBA | 74935Q107 | $122.2M | 2.99% | 1,275,384 | SH |
| 5 | Grand Canyon Education, Inc. | LOPE | 38526M106 | $121.8M | 2.98% | 716,586 | SH |
| 6 | Amazon.com, Inc. | AMZN | 023135106 | $117.1M | 2.86% | 562,039 | SH |
| 7 | Ensign Group, Inc. | ENSG | 29358P101 | $114.7M | 2.81% | 569,345 | SH |
| 8 | Medpace Holdings, Inc. | MEDP | 58506Q109 | $114.0M | 2.79% | 237,407 | SH |
| 9 | HEICO Corporation | HEI | 422806109 | $111.4M | 2.73% | 406,226 | SH |
| 10 | Analog Devices, Inc. | ADI | 032654105 | $110.3M | 2.70% | 346,665 | SH |
| 11 | Fastenal Company | FAST | 311900104 | $103.1M | 2.52% | 2,221,882 | SH |
| 12 | Tyler Technologies, Inc. | TYL | 902252105 | $87.8M | 2.15% | 256,413 | SH |
| 13 | Kinsale Capital Group, Inc. | KNSL | 49714P108 | $84.1M | 2.06% | 246,236 | SH |
| 14 | Privia Health Group, Inc. | PRVA | 74276R102 | $80.6M | 1.97% | 3,917,948 | SH |
| 15 | Alphabet, Inc. Class A | GOOGL | 02079K305 | $77.0M | 1.89% | 267,866 | SH |
| 16 | Kadant, Inc. | KAI | 48282T104 | $73.7M | 1.80% | 252,230 | SH |
| 17 | Rollins, Inc. | ROL | 775711104 | $66.4M | 1.62% | 1,242,585 | SH |
| 18 | West Pharmaceutical Services, | WST | 955306105 | $65.5M | 1.60% | 261,442 | SH |
| 19 | S&P Global, Inc. | SPGI | 78409V104 | $61.3M | 1.50% | 144,215 | SH |
| 20 | Alphabet, Inc. Class C | GOOG | 02079K107 | $60.3M | 1.48% | 210,154 | SH |
| 21 | ServiceNow, Inc. | NOW | 81762P102 | $57.5M | 1.41% | 549,784 | SH |
| 22 | Verisk Analytics, Inc. | VRSK | 92345Y106 | $55.3M | 1.35% | 291,692 | SH |
| 23 | Freshpet, Inc. | FRPT | 358039105 | $54.4M | 1.33% | 923,023 | SH |
| 24 | Veeva Systems, Inc. | VEEV | 922475108 | $54.1M | 1.32% | 307,717 | SH |
| 25 | Paylocity Holding Corporation | PCTY | 70438V106 | $49.9M | 1.22% | 462,019 | SH |
| 26 | CoStar Group, Inc. | CSGP | 22160N109 | $49.5M | 1.21% | 1,227,391 | SH |
| 27 | Watsco, Inc. | WSO | 942622200 | $47.9M | 1.17% | 131,738 | SH |
| 28 | Glaukos Corporation | GKOS | 377322102 | $46.6M | 1.14% | 433,228 | SH |
| 29 | IDEXX Laboratories, Inc. | IDXX | 45168D104 | $46.4M | 1.13% | 82,524 | SH |
| 30 | Tesla, Inc. | TSLA | 88160R101 | $45.2M | 1.11% | 121,640 | SH |
| 31 | Netflix Inc. | NFLX | 64110L106 | $44.6M | 1.09% | 463,583 | SH |
| 32 | Visa, Inc. | V | 92826C839 | $42.8M | 1.05% | 141,665 | SH |
| 33 | Danaher Corporation | DHR | 235851102 | $42.2M | 1.03% | 222,825 | SH |
| 34 | Linde Plc | LIN | G54950103 | $40.0M | 0.98% | 80,779 | SH |
| 35 | Workiva, Inc. | WK | 98139A105 | $38.8M | 0.95% | 651,243 | SH |
| 36 | Cintas Corporation | CTAS | 172908105 | $38.8M | 0.95% | 229,158 | SH |
| 37 | Starbucks Corporation | SBUX | 855244109 | $38.3M | 0.94% | 427,880 | SH |
| 38 | Cognex Corporation | CGNX | 192422103 | $35.0M | 0.86% | 715,343 | SH |
| 39 | Exponent, Inc. | EXPO | 30214U102 | $34.8M | 0.85% | 533,119 | SH |
| 40 | Guidewire Software, Inc. | GWRE | 40171V100 | $34.3M | 0.84% | 229,512 | SH |
| 41 | Floor & Decor Holdings, Inc. | FND | 339750101 | $33.3M | 0.81% | 655,411 | SH |
| 42 | Descartes Systems Group, Inc. | DSGX | 249906108 | $32.3M | 0.79% | 451,422 | SH |
| 43 | UnitedHealth Group, Inc. | UNH | 91324P102 | $32.0M | 0.78% | 118,359 | SH |
| 44 | Bio-Techne Corporation | TECH | 09073M104 | $31.8M | 0.78% | 608,916 | SH |
| 45 | Globant S.A. | GLOB | L44385109 | $31.7M | 0.78% | 687,811 | SH |
| 46 | Simpson Manufacturing Company, | SSD | 829073105 | $31.1M | 0.76% | 180,977 | SH |
| 47 | Salesforce, Inc. | CRM | 79466L302 | $30.8M | 0.75% | 165,259 | SH |
| 48 | Repligen Corporation | RGEN | 759916109 | $30.5M | 0.75% | 258,476 | SH |
| 49 | CSW Industrials, Inc. | CSW | 126402106 | $30.1M | 0.74% | 115,651 | SH |
| 50 | Motorola Solutions, Inc. | MSI | 620076307 | $29.2M | 0.71% | 67,278 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-17 | $4.09B | 192 | 0001112325-26-000004 |
| 2025-12-31 | 2026-01-13 | $5.33B | 188 | 0001112325-26-000001 |