Riverbridge Partners LLC Top Holdings and 13F Report (2024) About Riverbridge Partners LLCInvestment ActivityRiverbridge Partners LLC has $7.49 billion in total holdings as of September 30, 2024.Riverbridge Partners LLC owns shares of 182 different stocks, but just 50 companies or ETFs make up 80% of its holdings.Approximately 2.86% of the portfolio was purchased this quarter.About 7.16% of the portfolio was sold this quarter.This quarter, Riverbridge Partners LLC has purchased 178 new stocks and bought additional shares in 43 stocks.Riverbridge Partners LLC sold shares of 105 stocks and completely divested from 10 stocks this quarter.Largest Holdings NVIDIA $250,721,093Microsoft $250,175,347Globant $241,241,385HEICO $238,451,458RB Global $222,340,306 Largest New Holdings this Quarter Cintas $42,328,533 HoldingAngel Oak Financial Strategies Income Term Trust $991,619 HoldingBNY Mellon Strategic Municipals $908,718 HoldingPutnam Municipal Opportunities Trust $728,109 HoldingPIMCO California Municipal Income Fund II $726,546 Holding Largest Purchases this Quarter Alkami Technology 1,841,878 shares (about $58.09M)Cintas 205,598 shares (about $42.33M)Kadant 91,349 shares (about $30.88M)Hillman Solutions 2,659,654 shares (about $28.09M)Kinsale Capital Group 32,346 shares (about $15.06M) Largest Sales this Quarter BlackLine 543,003 shares (about $29.94M)HEICO 88,953 shares (about $23.26M)Tyler Technologies 36,498 shares (about $21.30M)Rollins 403,974 shares (about $20.43M)GoDaddy 119,320 shares (about $18.71M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRiverbridge Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$250,721,093$3,608,832 ▼-1.4%2,064,5683.3%Computer and TechnologyMSFTMicrosoft$250,175,347$3,909,702 ▼-1.5%581,3983.3%Computer and TechnologyGLOBGlobant$241,241,385$12,817,874 ▼-5.0%1,217,5303.2%Computer and TechnologyHEIHEICO$238,451,458$23,259,431 ▼-8.9%911,9303.2%AerospaceRBARB Global$222,340,306$10,704,202 ▼-4.6%2,762,3353.0%Business ServicesLOPEGrand Canyon Education$216,001,783$13,011,474 ▼-5.7%1,522,7482.9%Consumer DiscretionaryTYLTyler Technologies$207,272,979$21,304,597 ▼-9.3%355,0902.8%Computer and TechnologyMEDPMedpace$184,138,910$5,223,306 ▲2.9%551,6442.5%MedicalGWREGuidewire Software$176,183,023$10,988,103 ▼-5.9%963,0652.4%Computer and TechnologyENSGThe Ensign Group$173,154,501$10,081,492 ▼-5.5%1,203,9672.3%MedicalKNSLKinsale Capital Group$152,348,552$15,059,335 ▲11.0%327,2302.0%FinanceFNDFloor & Decor$152,205,351$9,181,130 ▼-5.7%1,225,7822.0%Retail/WholesaleFASTFastenal$151,957,234$7,893,694 ▼-4.9%2,127,6572.0%Retail/WholesaleCSGPCoStar Group$138,961,671$6,444,537 ▼-4.4%1,842,0161.9%Computer and TechnologyWKWorkiva$138,638,760$6,128,083 ▼-4.2%1,752,2591.9%Computer and TechnologyWSTWest Pharmaceutical Services$137,097,857$9,060,935 ▼-6.2%456,7491.8%MedicalSPSCSPS Commerce$136,302,952$13,519,288 ▼-9.0%701,9771.8%Business ServicesAMZNAmazon.com$131,939,445$2,127,701 ▼-1.6%708,0961.8%Retail/WholesaleFRPTFreshpet$128,493,702$7,387,499 ▼-5.4%939,4871.7%Consumer StaplesROLRollins$127,589,852$20,433,002 ▼-13.8%2,522,5361.7%ConstructionPCTYPaylocity$127,414,350$6,572,401 ▼-4.9%772,3491.7%Computer and TechnologyANSSANSYS$117,268,549$7,610,475 ▼-6.1%368,0401.6%Computer and TechnologyFIVEFive Below$115,178,004$6,560,164 ▼-5.4%1,303,6561.5%Retail/WholesaleEXPOExponent$101,883,554$7,303,335 ▼-6.7%883,7921.4%Business ServicesNOWServiceNow$99,998,034$1,323,695 ▼-1.3%111,8061.3%Computer and TechnologyADIAnalog Devices$99,951,592$1,767,706 ▼-1.7%434,2511.3%Computer and TechnologyKAIKadant$99,050,381$30,876,011 ▲45.3%293,0481.3%Industrial ProductsVRSKVerisk Analytics$98,953,958$4,724,675 ▼-4.6%369,2861.3%Business ServicesSPGIS&P Global$93,678,603$1,291,032 ▼-1.4%181,3301.3%Business ServicesPAYCPaycom Software$93,446,723$5,386,871 ▼-5.5%561,0061.2%Computer and TechnologyDSGXThe Descartes Systems Group$89,183,253$4,603,960 ▼-4.9%866,1931.2%Computer and TechnologyUNHUnitedHealth Group$89,096,412$1,382,183 ▼-1.5%152,3851.2%MedicalPRVAPrivia Health Group$88,610,594$5,102,023 ▼-5.4%4,866,0401.2%MedicalCRMSalesforce$85,734,540$1,276,585 ▼-1.5%313,2311.1%Computer and TechnologyACVAACV Auctions$83,083,054$12,339,537 ▲17.4%4,086,7221.1%Retail/WholesaleVEEVVeeva Systems$81,500,482$1,025,005 ▼-1.2%388,3381.1%Computer and TechnologyDHRDanaher$78,105,024$1,181,307 ▼-1.5%280,9331.0%Multi-Sector ConglomeratesRGENRepligen$74,555,318$4,002,666 ▼-5.1%500,9761.0%MedicalBLBlackLine$70,168,893$29,941,181 ▼-29.9%1,272,5590.9%Computer and TechnologyCCCSCCC Intelligent Solutions$70,031,864$4,199,011 ▼-5.7%6,337,7250.9%FinanceALGNAlign Technology$66,531,976$4,567,339 ▼-6.4%261,6070.9%MedicalALRMAlarm.com$65,155,507$4,098,119 ▼-5.9%1,191,7960.9%Industrial ProductsALKTAlkami Technology$63,938,229$58,092,827 ▲993.8%2,027,2110.9%Computer and TechnologyGKOSGlaukos$62,102,105$2,135,679 ▼-3.3%476,6820.8%MedicalCGNXCognex$60,318,476$4,604,162 ▼-7.1%1,489,3450.8%Computer and TechnologyWSOWatsco$59,711,327$6,832,218 ▼-10.3%121,3940.8%ConstructionGOOGLAlphabet$59,397,619$1,069,068 ▼-1.8%358,1410.8%Computer and TechnologyTECHBio-Techne$58,960,301$7,148,781 ▼-10.8%737,6490.8%MedicalTSLATesla$57,717,762$125,583 ▲0.2%220,6080.8%Auto/Tires/TrucksGDDYGoDaddy$57,121,483$18,706,971 ▼-24.7%364,3420.8%Computer and TechnologyDOCSDoximity$55,917,120$1,957,992 ▼-3.4%1,283,3860.7%MedicalIDXXIDEXX Laboratories$54,467,086$866,449 ▼-1.6%107,8090.7%MedicalOPCHOption Care Health$53,730,164$3,101,047 ▼-5.5%1,716,6190.7%MedicalCRLCharles River Laboratories International$52,482,075$4,495,841 ▼-7.9%266,4470.7%MedicalSBUXStarbucks$51,575,454$884,137 ▼-1.7%529,0330.7%Retail/WholesaleCHEChemed$51,006,310$1,751,233 ▼-3.3%84,8730.7%MedicalVVisa$49,727,142$827,874 ▼-1.6%180,8590.7%Business ServicesDVDoubleVerify$49,243,991$3,395,349 ▼-6.5%2,924,2270.7%Computer and TechnologyTTDTrade Desk$47,778,471$711,629 ▼-1.5%435,7360.6%Computer and TechnologyGDYNGrid Dynamics$43,218,728$2,682,904 ▼-5.8%3,087,0520.6%Computer and TechnologyGOOGAlphabet$43,075,443$917,370 ▼-2.1%257,6440.6%Computer and TechnologyNFLXNetflix$42,548,915$727,708 ▼-1.7%59,9900.6%Consumer DiscretionaryENTGEntegris$42,517,808$5,138,349 ▼-10.8%377,8350.6%Computer and TechnologyCTASCintas$42,328,533$42,328,533 ▲New Holding205,5980.6%Industrial ProductsWSCWillScot Mobile Mini$42,010,939$1,453,503 ▼-3.3%1,117,3120.6%FinanceKRNTKornit Digital$41,113,245$2,481,736 ▼-5.7%1,591,3780.5%Industrial ProductsPNTGThe Pennant Group$39,361,237$1,353,494 ▼-3.3%1,102,5560.5%MedicalTOSTToast$39,239,222$4,715,937 ▼-10.7%1,386,0550.5%Computer and TechnologyMSIMotorola Solutions$38,405,059$651,962 ▼-1.7%85,4150.5%Computer and TechnologyFICOFair Isaac$37,650,186$837,664 ▲2.3%19,3720.5%Computer and TechnologyHLMNHillman Solutions$36,399,797$28,085,950 ▲337.8%3,446,9500.5%ConstructionPOWIPower Integrations$36,077,320$1,255,342 ▼-3.4%562,6530.5%Computer and TechnologyPYCRPaycor HCM$34,996,248$3,224,266 ▲10.1%2,466,2610.5%Computer and TechnologyTRNSTranscat$33,195,408$8,977,307 ▲37.1%274,8650.4%Computer and TechnologyNEOGNeogen$31,514,858$2,600,138 ▼-7.6%1,874,7680.4%MedicalGSHDGoosehead Insurance$29,420,141$1,007,393 ▼-3.3%329,4530.4%FinancePGNYProgyny$28,565,138$2,262,868 ▼-7.3%1,704,3640.4%MedicalJAMFJamf$28,507,493$591,097 ▼-2.0%1,643,0830.4%Business ServicesUSPHU.S. Physical Therapy$28,446,783$987,463 ▼-3.4%336,1310.4%MedicalCERTCertara$28,114,745$2,784,040 ▼-9.0%2,400,9180.4%MedicalJKHYJack Henry & Associates$27,277,884$3,008,063 ▼-9.9%154,5140.4%Computer and TechnologySTVNStevanato Group$22,841,064$606,700 ▼-2.6%1,142,0530.3%MedicalRiverbridge Growth Fund - Inst$22,414,174$1,031,453 ▼-4.4%648,1830.3%COMFIVNFive9$18,926,217$1,207,178 ▼-6.0%658,7610.3%Computer and TechnologyPHRPhreesia$17,166,100$579,231 ▼-3.3%753,2290.2%MedicalKIDSOrthoPediatrics$12,011,610$407,355 ▼-3.3%443,0690.2%MedicalAAPLApple$7,812,956$141,198 ▼-1.8%33,5320.1%Computer and TechnologyLinde Plc$6,550,149$251,305 ▼-3.7%13,7360.1%COMEFXEquifax$5,325,625$185,720 ▼-3.4%18,1230.1%Business ServicesVXFVanguard Extended Market ETF$4,684,032$4,447,992 ▼-48.7%25,7380.1%ETFTJXTJX Companies$4,414,685$174,547 ▼-3.8%37,5590.1%Retail/WholesaleVanguard Index Tr 500 Index Ad$4,061,698$437,594 ▲12.1%7,6390.1%COMECLEcolab$4,013,348$189,969 ▼-4.5%15,7180.1%Basic MaterialsPEPPepsiCo$2,965,672$110,022 ▼-3.6%17,4400.0%Consumer StaplesWMTWalmart$2,959,326$121,771 ▼-4.0%36,6480.0%Retail/WholesalePGProcter & Gamble$2,813,114$112,580 ▼-3.8%16,2420.0%Consumer StaplesSNASnap-on$2,687,640$110,090 ▼-3.9%9,2770.0%Consumer DiscretionaryPAYXPaychex$2,342,286$94,201 ▼-3.9%17,4550.0%Business ServicesROKRockwell Automation$2,009,423$84,296 ▼-4.0%7,4850.0%Computer and TechnologyIWOiShares Russell 2000 Growth ETF$1,926,499$405,295 ▼-17.4%6,7830.0%ETFShowing largest 100 holdings. 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