Riverbridge Partners LLC Top Holdings and 13F Report (2024)

About Riverbridge Partners LLC

Investment Activity

Riverbridge Partners LLC has $7.53 billion in total holdings as of December 31, 2023.
Riverbridge Partners LLC owns shares of 202 different stocks, but just 50 companies or ETFs make up 80% of its holdings.
Approximately 2.39% of the portfolio was purchased this quarter.
About 4.03% of the portfolio was sold this quarter.
This quarter, Riverbridge Partners LLC has purchased 192 new stocks and bought additional shares in 65 stocks.
Riverbridge Partners LLC sold shares of 104 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

Globant: $309,010,197
Five Below: $277,870,026
Microsoft: $235,308,217
Grand Canyon Education: $227,279,765
RB Global: $225,391,776

Largest New Holdings this Quarter

Veralto Corporation: $7,632,790 Holding
Vanguard Small-Cap Growth ETF: $587,750 Holding
Infineon Technologies: $307,095 Holding
Allianz: $306,588 Holding
Taiwan Semiconductor Manufacturing: $284,544 Holding

Largest Purchases this Quarter

DoubleVerify: 959,514 shares (about $35.29M)
CCC Intelligent Solutions: 2,009,175 shares (about $22.88M)
Option Care Health: 593,706 shares (about $20.00M)
iShares Russell 2000 ETF: 85,151 shares (about $17.09M)
Stevanato Group: 559,070 shares (about $15.26M)

Largest Sales this Quarter

Globant: 81,341 shares (about $19.36M)
Ecolab: 80,810 shares (about $16.03M)
Fastenal: 229,970 shares (about $14.90M)
OrthoPediatrics: 451,683 shares (about $14.68M)
RB Global: 216,261 shares (about $14.47M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
GLOB Globant	$309,010,197	$19,357,535 ▼	-5.9%	1,298,471	4.1%	Computer and Technology
FIVE Five Below	$277,870,026	$11,780,926 ▼	-4.1%	1,303,575	3.7%	Retail/Wholesale
MSFT Microsoft	$235,308,217	$6,111,780 ▼	-2.5%	625,753	3.1%	Computer and Technology
LOPE Grand Canyon Education	$227,279,765	$3,781,889 ▼	-1.6%	1,721,295	3.0%	Consumer Discretionary
RBA RB Global	$225,391,776	$14,465,696 ▼	-6.0%	3,369,589	3.0%	Business Services
MEDP Medpace	$199,975,413	$13,241,186 ▲	7.1%	652,384	2.7%	Medical
CSGP CoStar Group	$197,770,430	$3,997,394 ▼	-2.0%	2,263,078	2.6%	Computer and Technology
WK Workiva	$189,743,552	$4,675,965 ▼	-2.4%	1,868,842	2.5%	Computer and Technology
HEI HEICO	$185,783,923	$4,386,788 ▼	-2.3%	1,038,653	2.5%	Aerospace
FAST Fastenal	$173,585,354	$14,895,157 ▼	-7.9%	2,680,027	2.3%	Retail/Wholesale
FND Floor & Decor	$167,663,849	$2,426,095 ▼	-1.4%	1,502,903	2.2%	Construction
WST West Pharmaceutical Services	$165,230,666	$2,920,837 ▼	-1.7%	469,245	2.2%	Medical
TYL Tyler Technologies	$157,941,256	$5,317,238 ▼	-3.3%	377,741	2.1%	Computer and Technology
ANSS ANSYS	$156,960,391	$6,051,384 ▼	-3.7%	432,541	2.1%	Computer and Technology
SPSC SPS Commerce	$154,330,993	$6,202,882 ▼	-3.9%	796,177	2.1%	Business Services
ENSG The Ensign Group	$145,176,646	$2,158,584 ▼	-1.5%	1,293,794	1.9%	Medical
NVDA NVIDIA	$135,568,474	$3,753,768 ▼	-2.7%	273,754	1.8%	Computer and Technology
PCTY Paylocity	$133,927,683	$3,830,457 ▼	-2.8%	812,421	1.8%	Computer and Technology
ROL Rollins	$124,884,932	$12,751,553 ▼	-9.3%	2,859,742	1.7%	Construction
BL BlackLine	$118,339,464	$3,304,824 ▼	-2.7%	1,895,251	1.6%	Computer and Technology
AMZN Amazon.com	$115,977,528	$2,360,845 ▼	-2.0%	763,311	1.5%	Retail/Wholesale
GWRE Guidewire Software	$109,949,587	$3,028,476 ▼	-2.7%	1,008,342	1.5%	Computer and Technology
PRVA Privia Health Group	$100,005,119	$8,034,061 ▲	8.7%	4,342,385	1.3%	Medical
ALRM Alarm.com	$99,999,762	$14,305,380 ▼	-12.5%	1,547,505	1.3%	Computer and Technology
ADI Analog Devices	$92,811,751	$2,401,783 ▼	-2.5%	467,424	1.2%	Computer and Technology
VRSK Verisk Analytics	$91,781,441	$3,853,288 ▼	-4.0%	384,248	1.2%	Business Services
FRPT Freshpet	$89,033,879	$1,225,658 ▼	-1.4%	1,026,209	1.2%	Consumer Staples
CRM Salesforce	$88,927,950	$2,431,941 ▼	-2.7%	337,949	1.2%	Computer and Technology
PAYC Paycom Software	$87,061,888	$2,517,020 ▼	-2.8%	421,159	1.2%	Computer and Technology
UNH UnitedHealth Group	$86,211,536	$2,347,529 ▼	-2.7%	163,754	1.1%	Medical
SPGI S&P Global	$85,907,295	$2,241,811 ▼	-2.5%	195,013	1.1%	Business Services
DV DoubleVerify	$85,328,682	$35,290,926 ▲	70.5%	2,319,975	1.1%	Computer and Technology
NOW ServiceNow	$84,942,937	$2,166,104 ▼	-2.5%	120,232	1.1%	Computer and Technology
EXPO Exponent	$82,636,699	$1,312,324 ▼	-1.6%	938,627	1.1%	Business Services
VEEV Veeva Systems	$80,225,722	$2,159,303 ▼	-2.6%	416,714	1.1%	Computer and Technology
CCCS CCC Intelligent Solutions	$77,864,767	$22,884,505 ▲	41.6%	6,836,239	1.0%	Finance
KNSL Kinsale Capital Group	$77,479,801	$774,312 ▼	-1.0%	231,345	1.0%	Finance
RGEN Repligen	$73,598,102	$1,514,456 ▼	-2.0%	409,333	1.0%	Medical
ALGN Align Technology	$70,752,684	$5,822,785 ▲	9.0%	258,221	0.9%	Medical
DHR Danaher	$70,003,271	$1,185,386 ▼	-1.7%	302,599	0.9%	Multi-Sector Conglomerates
SQSP Squarespace	$69,226,643	$1,316,736 ▼	-1.9%	2,097,142	0.9%	Computer and Technology
PGNY Progyny	$68,001,242	$1,757,424 ▼	-2.5%	1,828,974	0.9%	Medical
CGNX Cognex	$65,372,068	$2,513,040 ▼	-3.7%	1,566,173	0.9%	Computer and Technology
IDXX IDEXX Laboratories	$64,588,527	$1,801,696 ▼	-2.7%	116,365	0.9%	Medical
KAI Kadant	$62,422,256	$758,519 ▼	-1.2%	222,690	0.8%	Industrial Products
CRL Charles River Laboratories International	$61,604,673	$3,401,088 ▼	-5.2%	260,595	0.8%	Medical
OPCH Option Care Health	$60,372,894	$20,001,958 ▲	49.5%	1,792,012	0.8%	Medical
DSGX The Descartes Systems Group	$59,319,809	$738,131 ▼	-1.2%	705,684	0.8%	Computer and Technology
CHE Chemed	$56,763,777	$699,358 ▼	-1.2%	97,074	0.8%	Medical
WSC WillScot Mobile Mini	$56,684,524	$760,861 ▼	-1.3%	1,273,810	0.8%	Consumer Discretionary
FIVN Five9	$56,475,668	$1,502,350 ▼	-2.6%	717,698	0.8%	Computer and Technology
GOOGL Alphabet	$55,535,735	$1,490,074 ▼	-2.6%	397,564	0.7%	Communication Services
SBUX Starbucks	$55,061,486	$1,425,269 ▼	-2.5%	573,497	0.7%	Retail/Wholesale
TECH Bio-Techne	$54,537,966	$1,158,480 ▼	-2.1%	706,817	0.7%	Medical
POWI Power Integrations	$52,734,454	$670,099 ▼	-1.3%	642,242	0.7%	Computer and Technology
ACVA ACV Auctions	$52,326,115	$1,180,155 ▼	-2.2%	3,453,869	0.7%	Retail/Wholesale
WSO Watsco	$51,179,634	$491,028 ▼	-1.0%	119,447	0.7%	Construction
V Visa	$50,847,958	$1,700,608 ▼	-3.2%	195,306	0.7%	Business Services
GDDY GoDaddy	$45,556,490	$11,466,460 ▼	-20.1%	429,130	0.6%	Computer and Technology
CERT Certara	$44,704,513	$1,561,482 ▼	-3.4%	2,541,473	0.6%	Medical
AMN AMN Healthcare Services	$44,272,160	$622,104 ▼	-1.4%	591,241	0.6%	Medical
GDYN Grid Dynamics	$43,058,385	$1,021,585 ▼	-2.3%	3,230,186	0.6%	Computer and Technology
GKOS Glaukos	$43,010,300	$811,593 ▼	-1.9%	541,078	0.6%	Medical
GOOG Alphabet	$40,819,473	$1,056,269 ▼	-2.5%	289,644	0.5%	Computer and Technology
PYCR Paycor HCM	$40,716,565	$13,472,119 ▲	49.4%	1,885,899	0.5%	Computer and Technology
NEOG Neogen	$39,423,441	$997,014 ▼	-2.5%	1,960,390	0.5%	Medical
PWSC PowerSchool	$36,583,343	$2,300,470 ▲	6.7%	1,552,773	0.5%	Consumer Discretionary
USPH U.S. Physical Therapy	$35,640,378	$541,516 ▼	-1.5%	382,654	0.5%	Medical
STVN Stevanato Group	$34,789,435	$15,257,023 ▲	78.1%	1,274,805	0.5%	Medical
MODN Model N	$33,696,143	$1,313,403 ▼	-3.8%	1,251,249	0.4%	Computer and Technology
ENTG Entegris	$33,276,288	$224,782 ▼	-0.7%	277,719	0.4%	Computer and Technology
KRNT Kornit Digital	$31,903,034	$1,357,716 ▼	-4.1%	1,665,085	0.4%	Industrial Products
TTD Trade Desk	$31,746,322	$2,791,762 ▼	-8.1%	441,166	0.4%	Computer and Technology
NFLX Netflix	$31,611,678	$933,836 ▼	-2.9%	64,927	0.4%	Consumer Discretionary
MSI Motorola Solutions	$28,717,531	$678,152 ▼	-2.3%	91,723	0.4%	Computer and Technology
GSHD Goosehead Insurance	$28,488,852	$375,741 ▼	-1.3%	375,842	0.4%	Finance
ECL Ecolab	$26,295,888	$16,028,684 ▼	-37.9%	132,573	0.3%	Basic Materials
JKHY Jack Henry & Associates	$24,422,853	$521,113 ▼	-2.1%	149,458	0.3%	Computer and Technology
ZI ZoomInfo Technologies	$23,556,656	$1,706,239 ▼	-6.8%	1,274,021	0.3%	Computer and Technology
TOST Toast	$22,936,358	$1,092,241 ▼	-4.5%	1,256,098	0.3%	Computer and Technology
IMXI International Money Express	$21,237,547	$477,917 ▼	-2.2%	961,410	0.3%	Business Services
Riverbridge Growth Fund - Inst	$21,226,977	$777,435 ▼	-3.5%	706,624	0.3%	COM
PHR Phreesia	$19,293,568	$623,013 ▼	-3.1%	833,415	0.3%	Medical
IWM iShares Russell 2000 ETF	$18,801,911	$17,090,658 ▲	998.7%	93,677	0.2%	Finance
PNTG The Pennant Group	$17,293,537	$475,730 ▼	-2.7%	1,242,352	0.2%	Medical
DH Definitive Healthcare	$17,287,665	$8,643,216 ▼	-33.3%	1,739,202	0.2%	Medical
KIDS OrthoPediatrics	$16,219,460	$14,684,208 ▼	-47.5%	498,907	0.2%	Medical
AAPL Apple	$15,621,499	$375,626 ▼	-2.3%	81,138	0.2%	Computer and Technology
VXF Vanguard Extended Market ETF	$7,989,326	$4,953,149 ▲	163.1%	48,591	0.1%	ETF
Veralto Corporation	$7,632,790	$7,632,790 ▲	New Holding	92,789	0.1%	COM
Vanguard Index Tr 500 Index Ad	$6,701,008	$93,277 ▼	-1.4%	15,230	0.1%	COM
IVV iShares Core S&P 500 ETF	$6,666,233	$5,426,315 ▲	437.6%	13,957	0.1%	ETF
LIN Linde	$5,989,795	$57,910 ▼	-1.0%	14,584	0.1%	Basic Materials
EFX Equifax	$4,725,465	$116,721 ▼	-2.4%	19,109	0.1%	Business Services
TJX TJX Companies	$3,748,929	$83,866 ▼	-2.2%	39,963	0.0%	Retail/Wholesale
PEP PepsiCo	$3,332,770	$80,674 ▼	-2.4%	19,623	0.0%	Consumer Staples
IUSG iShares Core S&P U.S. Growth ETF	$2,953,330	$1,721,197 ▲	139.7%	28,370	0.0%	Manufacturing
PG Procter & Gamble	$2,908,379	$68,874 ▼	-2.3%	19,847	0.0%	Consumer Staples
SNA Snap-on	$2,858,072	$82,031 ▼	-2.8%	9,895	0.0%	Consumer Discretionary
IWO iShares Russell 2000 Growth ETF	$2,750,217	$928,173 ▲	50.9%	10,904	0.0%	ETF

Showing largest 100 holdings. View all holdings.

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Riverbridge Partners LLC Top Holdings and 13F Report (2024)

About Riverbridge Partners LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

About MarketBeat

MarketBeat Products

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Riverbridge Partners LLC Top Holdings and 13F Report (2024)

About Riverbridge Partners LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofRiverbridge Partners LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing