Riverbridge Partners LLC 13F holdings
Riverbridge Partners LLC reported 196 positions with a total reported value of $3.6B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-07-13. Top holdings by reported value: NVDA NVIDIA Corporation (5.6%), MSFT Microsoft Corporation (4.3%), GOOGL Alphabet, Inc. Class A (4.3%), HEI HEICO Corporation (3.6%), AMZN Amazon.com, Inc. (3.4%). Against 2026-03-31 it opened 18 new positions and exited 12. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 196 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| NVDA NVIDIA Corporation | 998,902 | $199.9M | 5.6% |
| MSFT Microsoft Corporation | 413,524 | $154.3M | 4.3% |
| GOOGL Alphabet, Inc. Class A | 428,717 | $152.4M | 4.3% |
| HEI HEICO Corporation | 361,213 | $128.7M | 3.6% |
| AMZN Amazon.com, Inc. | 504,618 | $120.3M | 3.4% |
| RBA RB Global, Inc. | 1,027,992 | $119.7M | 3.3% |
| ADI Analog Devices, Inc. | 295,295 | $117.3M | 3.3% |
| MEDP Medpace Holdings, Inc. | 183,941 | $97.4M | 2.7% |
| FAST Fastenal Company | 2,001,710 | $96.1M | 2.7% |
| WST West Pharmaceutical Services, | 232,514 | $83.5M | 2.3% |
| LOPE Grand Canyon Education, Inc. | 555,692 | $79.5M | 2.2% |
| PRVA Privia Health Group, Inc. | 2,998,597 | $77.2M | 2.2% |
| FIVE Five Below, Inc. | 428,994 | $77.1M | 2.2% |
| TYL Tyler Technologies, Inc. | 251,422 | $73.5M | 2.1% |
| ENSG Ensign Group, Inc. | 440,086 | $70.5M | 2.0% |
| KNSL Kinsale Capital Group, Inc. | 185,530 | $61.2M | 1.7% |
| KAI Kadant, Inc. | 194,573 | $61.1M | 1.7% |
| VEEV Veeva Systems, Inc. | 313,378 | $55.6M | 1.6% |
| SPGI S&P Global, Inc. | 129,844 | $52.9M | 1.5% |
| WSO Watsco, Inc. | 120,334 | $50.1M | 1.4% |
| VRSK Verisk Analytics, Inc. | 272,866 | $49.0M | 1.4% |
| NOW ServiceNow, Inc. | 490,814 | $48.7M | 1.4% |
| ROL Rollins, Inc. | 1,126,020 | $47.0M | 1.3% |
| TSLA Tesla, Inc. | 107,923 | $45.4M | 1.3% |
| UNH UnitedHealth Group, Inc. | 107,378 | $44.6M | 1.2% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 18 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| ETN Eaton Corporation Plc | 26,919 | $11.5M | 0.3% |
| BOOT Boot Barn Holdings, Inc. | 67,475 | $11.1M | 0.3% |
| GRDN Guardian Pharmacy Services, In | 244,585 | $10.2M | 0.3% |
| PI Impinj, Inc. | 56,028 | $8.0M | 0.2% |
| WHD Cactus, Inc. | 152,967 | $7.8M | 0.2% |
| Aberdeen Municipal Income Fund | 247,902 | $1.4M | <0.1% |
| Aberdeen Multi-Market Income F | 280,036 | $1.2M | <0.1% |
| IVZ Invesco S&P 500 Equal Weight E | 5,673 | $1.2M | <0.1% |
| BHK Blackrock Core Bond Trust | 105,350 | $966.1K | <0.1% |
| BTZ Blackrock Credit Allocation | 93,180 | $952.3K | <0.1% |
| Western Asset Mortgage Defined | 64,397 | $689.7K | <0.1% |
| Western Asset Premier Bond Fun | 49,913 | $531.6K | <0.1% |
| Manulife Finl Corp Com | 6,593 | $267.1K | <0.1% |
| BBVA Banco Bilbao Vizcaya Argentari | 9,752 | $244.4K | <0.1% |
| SPOT Spotify Technology SA | 459 | $210.7K | <0.1% |
| Canadian National Railway Comp | 1,739 | $207.4K | <0.1% |
| Vanguard Etf Small Cap Growth | 560 | $204.7K | <0.1% |
| Recruit Holdings Co., Ltd. Uns | 11,337 | $158.0K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 12 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| WSC WillScot Holdings Corporation | 669,142 | $11.6M | 0.3% |
| ALKT Alkami Technology, Inc. | 688,980 | $10.8M | 0.3% |
| Inspire Medical Systems, Inc. | 92,494 | $4.8M | 0.1% |
| MFS Charter Income Trust | 207,236 | $1.3M | <0.1% |
| CCAP Crescent Capital BDC, Inc. | 102,056 | $1.2M | <0.1% |
| MFS Municipal Income Trust | 181,261 | $977.0K | <0.1% |
| WDAY Workday, Inc. Class A | 3,994 | $518.9K | <0.1% |
| PAYC Paycom Software, Inc. | 3,348 | $407.0K | <0.1% |
| MFS High Income Municipal Trus | 101,715 | $377.4K | <0.1% |
| BIT BlackRock Multi-Sector Inc. | 26,326 | $329.6K | <0.1% |
| BAESY Bae Sys Plc Sponsored Adr | 1,897 | $221.0K | <0.1% |
| Chugai Pharmaceutical Co., Ltd | 7,825 | $215.3K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| GWRE Guidewire Software, Inc. | 229,512 | 266,959 | +16.3% | $32.8M |
| SNPS Synopsys, Inc. | 49,118 | 56,481 | +15.0% | $25.2M |
| GLOB Globant S.A. | 687,811 | 769,815 | +11.9% | $22.3M |
| VEEV Veeva Systems, Inc. | 307,717 | 313,378 | +1.8% | $55.6M |
| Vanguard Growth ETF | 768 | 6,349 | +726.7% | $546.9K |
| Ishares Tr Russell 1000 Growth | 846 | 4,475 | +429.0% | $555.7K |
| Ishares Tr Russell 2000 | 2,193 | 2,655 | +21.1% | $797.7K |
| DHR Danaher Corporation | 222,825 | 223,404 | +0.3% | $42.6M |
| COST Costco Wholesale Corporation | 1,767 | 1,868 | +5.7% | $1.7M |
| DKS Dicks Sporting Goods, Inc. | 8,032 | 8,335 | +3.8% | $1.9M |
| Nuveen Taxable Municipal Incom | 140,892 | 145,001 | +2.9% | $2.3M |
| JHS John Hancock Income Securities | 200,843 | 206,659 | +2.9% | $2.3M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| NVDA NVIDIA Corporation | 1,156,543 | 998,902 | -13.6% | $199.9M |
| RBA RB Global, Inc. | 1,275,384 | 1,027,992 | -19.4% | $119.7M |
| MEDP Medpace Holdings, Inc. | 237,407 | 183,941 | -22.5% | $97.4M |
| FIVE Five Below, Inc. | 572,301 | 428,994 | -25.0% | $77.1M |
| PRVA Privia Health Group, Inc. | 3,917,948 | 2,998,597 | -23.5% | $77.2M |
| CHE Chemed Corporation | 50,747 | 588 | -98.8% | $274.0K |
| LOPE Grand Canyon Education, Inc. | 716,586 | 555,692 | -22.5% | $79.5M |
| SPSC SPS Commerce, Inc. | 407,385 | 24,311 | -94.0% | $1.4M |
| GKOS Glaukos Corporation | 433,228 | 282,089 | -34.9% | $39.4M |
| ENSG Ensign Group, Inc. | 569,345 | 440,086 | -22.7% | $70.5M |
| ADI Analog Devices, Inc. | 346,665 | 295,295 | -14.8% | $117.3M |
| KNSL Kinsale Capital Group, Inc. | 246,236 | 185,530 | -24.7% | $61.2M |
CIK 1112325 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
