Riverbridge Partners LLC Top Holdings and 13F Report (2025) About Riverbridge Partners LLCInvestment ActivityRiverbridge Partners LLC has $7.33 billion in total holdings as of December 31, 2024.Riverbridge Partners LLC owns shares of 179 different stocks, but just 50 companies or ETFs make up 80% of its holdings.Approximately 2.72% of the portfolio was purchased this quarter.About 8.51% of the portfolio was sold this quarter.This quarter, Riverbridge Partners LLC has purchased 182 new stocks and bought additional shares in 28 stocks.Riverbridge Partners LLC sold shares of 127 stocks and completely divested from 18 stocks this quarter.Largest Holdings NVIDIA $265,659,758Globant $245,253,914Microsoft $236,919,825Grand Canyon Education $234,057,391HEICO $206,102,846 Largest New Holdings this Quarter Simpson Manufacturing $58,413,587 HoldingCSW Industrials $42,201,542 HoldingInspire Medical Systems $26,341,893 HoldingiShares MSCI EAFE ETF $2,394,947 HoldingVanguard FTSE Emerging Markets ETF $2,171,436 Holding Largest Purchases this Quarter Simpson Manufacturing 352,250 shares (about $58.41M)CSW Industrials 119,619 shares (about $42.20M)Inspire Medical Systems 142,097 shares (about $26.34M)Privia Health Group 958,418 shares (about $18.74M)Kornit Digital 335,713 shares (about $10.39M) Largest Sales this Quarter Fastenal 766,484 shares (about $55.12M)RB Global 531,401 shares (about $47.94M)Glaukos 163,751 shares (about $24.55M)Tyler Technologies 39,160 shares (about $22.58M)Exponent 231,077 shares (about $20.59M) 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$265,659,758$11,591,108 ▼-4.2%1,978,2543.6%Computer and TechnologyGLOBGlobant$245,253,914$15,808,979 ▼-6.1%1,143,8013.3%Computer and TechnologyMSFTMicrosoft$236,919,825$8,139,592 ▼-3.3%562,0873.2%Computer and TechnologyLOPEGrand Canyon Education$234,057,391$15,368,697 ▼-6.2%1,428,9223.2%Consumer DiscretionaryHEIHEICO$206,102,846$10,699,494 ▼-4.9%866,9252.8%AerospaceRBARB Global$201,252,590$47,937,692 ▼-19.2%2,230,9342.7%Business ServicesTYLTyler Technologies$182,177,941$22,581,231 ▼-11.0%315,9302.5%Computer and TechnologyWKWorkiva$180,272,625$11,599,775 ▼-6.0%1,646,3252.5%Computer and TechnologyMEDPMedpace$171,940,027$11,332,700 ▼-6.2%517,5332.3%MedicalGWREGuidewire Software$152,774,763$9,578,714 ▼-5.9%906,2452.1%Computer and TechnologyAMZNAmazon.com$149,969,517$5,379,662 ▼-3.5%683,5752.0%Retail/WholesaleENSGThe Ensign Group$149,942,588$10,016,447 ▼-6.3%1,128,5762.0%MedicalPCTYPaylocity$143,921,928$10,138,457 ▼-6.6%721,5222.0%Computer and TechnologyWSTWest Pharmaceutical Services$142,584,610$7,028,129 ▼-4.7%435,2931.9%MedicalKNSLKinsale Capital Group$142,508,664$9,695,622 ▼-6.4%306,3851.9%FinanceCSGPCoStar Group$139,162,576$7,292,658 ▲5.5%1,943,8831.9%Computer and TechnologyFRPTFreshpet$128,892,209$10,255,290 ▼-7.4%870,2461.8%Consumer StaplesFIVEFive Below$126,240,772$10,590,991 ▼-7.7%1,202,7511.7%Retail/WholesaleSPSCSPS Commerce$119,888,326$9,268,502 ▼-7.2%651,6021.6%Business ServicesANSSANSYS$117,457,662$6,693,304 ▼-5.4%348,1981.6%Computer and TechnologyFNDFloor & Decor$114,833,787$7,376,705 ▼-6.0%1,151,7931.6%Retail/WholesalePRVAPrivia Health Group$113,868,144$18,737,070 ▲19.7%5,824,4581.6%MedicalNOWServiceNow$113,435,767$5,091,745 ▼-4.3%107,0031.5%Computer and TechnologyROLRollins$111,205,762$5,713,797 ▼-4.9%2,399,2611.5%ConstructionPAYCPaycom Software$108,978,838$6,010,539 ▼-5.2%531,6821.5%Computer and TechnologyCRMSalesforce$101,086,639$3,635,837 ▼-3.5%302,3561.4%Computer and TechnologyFASTFastenal$97,881,919$55,117,847 ▼-36.0%1,361,1731.3%Retail/WholesaleVRSKVerisk Analytics$97,426,072$4,286,236 ▼-4.2%353,7241.3%Business ServicesKAIKadant$93,882,563$7,216,163 ▼-7.1%272,1311.3%Industrial ProductsDSGXThe Descartes Systems Group$90,984,811$7,414,669 ▼-7.5%800,9231.2%Computer and TechnologyADIAnalog Devices$88,999,823$3,261,045 ▼-3.5%418,9021.2%Computer and TechnologySPGIS&P Global$87,199,244$3,108,709 ▼-3.4%175,0881.2%Business ServicesTSLATesla$86,004,663$3,085,744 ▼-3.5%212,9671.2%Auto/Tires/TrucksACVAACV Auctions$82,131,918$6,141,268 ▼-7.0%3,802,4041.1%Retail/WholesaleVEEVVeeva Systems$79,011,425$2,636,532 ▼-3.2%375,7981.1%Computer and TechnologyUNHUnitedHealth Group$74,040,018$3,045,270 ▼-4.0%146,3651.0%MedicalBLBlackLine$71,492,735$5,827,980 ▼-7.5%1,176,6411.0%Computer and TechnologyALKTAlkami Technology$69,332,246$5,025,857 ▼-6.8%1,890,1920.9%Computer and TechnologyCCCSCCC Intelligent Solutions$69,208,774$5,132,743 ▼-6.9%5,900,1510.9%FinanceALRMAlarm.com$67,267,596$5,193,596 ▼-7.2%1,106,3750.9%Industrial ProductsGDDYGoDaddy$67,193,451$4,716,750 ▼-6.6%340,4440.9%Computer and TechnologyRGENRepligen$65,506,775$6,603,676 ▼-9.2%455,0980.9%MedicalGOOGLAlphabet$64,589,278$3,206,738 ▼-4.7%341,2010.9%Computer and TechnologyGDYNGrid Dynamics$63,472,378$5,183,654 ▼-7.6%2,853,9740.9%Computer and TechnologyDOCSDoximity$63,305,956$5,214,013 ▼-7.6%1,185,7270.9%MedicalDHRDanaher$62,289,713$2,198,398 ▼-3.4%271,3560.9%Multi-Sector ConglomeratesKRNTKornit Digital$59,643,473$10,390,318 ▲21.1%1,927,0910.8%Industrial ProductsSSDSimpson Manufacturing$58,413,587$58,413,587 ▲New Holding352,2500.8%ConstructionEXPOExponent$58,156,911$20,588,962 ▼-26.1%652,7150.8%Business ServicesVVisa$54,836,255$2,322,585 ▼-4.1%173,5100.7%Business ServicesWSOWatsco$53,773,057$3,754,143 ▼-6.5%113,4720.7%ConstructionNFLXNetflix$51,574,954$1,894,932 ▼-3.5%57,8640.7%Consumer DiscretionaryDVDoubleVerify$51,551,214$4,623,195 ▼-8.2%2,683,5610.7%Computer and TechnologyTECHBio-Techne$49,464,581$3,668,271 ▼-6.9%686,7220.7%MedicalALGNAlign Technology$49,268,171$5,279,470 ▼-9.7%236,2870.7%MedicalGOOGAlphabet$48,379,531$686,155 ▼-1.4%254,0410.7%Computer and TechnologyCGNXCognex$47,823,675$5,584,226 ▼-10.5%1,333,6220.7%Computer and TechnologyTOSTToast$47,418,361$3,103,354 ▼-6.1%1,300,9150.6%Computer and TechnologyGKOSGlaukos$46,920,800$24,552,786 ▼-34.4%312,9310.6%MedicalSBUXStarbucks$46,546,872$1,727,362 ▼-3.6%510,1030.6%Retail/WholesaleCRLCharles River Laboratories International$44,191,108$4,995,101 ▼-10.2%239,3880.6%MedicalIDXXIDEXX Laboratories$42,741,876$1,830,714 ▼-4.1%103,3810.6%MedicalCSWICSW Industrials$42,201,542$42,201,542 ▲New Holding119,6190.6%Basic MaterialsPYCRPaycor HCM$41,825,193$3,973,274 ▼-8.7%2,252,2990.6%Computer and TechnologyCHEChemed$41,513,656$3,452,187 ▼-7.7%78,3570.6%MedicalTTDTrade Desk$41,218,214$9,993,804 ▼-19.5%350,7040.6%Computer and TechnologyMSIMotorola Solutions$38,014,830$1,466,660 ▼-3.7%82,2420.5%Computer and TechnologyFICOFair Isaac$37,182,569$1,385,686 ▼-3.6%18,6760.5%Computer and TechnologyCTASCintas$37,112,293$450,539 ▼-1.2%203,1320.5%Business ServicesENTGEntegris$34,645,375$2,782,994 ▼-7.4%349,7410.5%Computer and TechnologyOPCHOption Care Health$34,625,291$5,200,282 ▼-13.1%1,492,4690.5%MedicalWSCWillScot Mobile Mini$34,428,046$2,946,042 ▼-7.9%1,029,2390.5%FinanceGSHDGoosehead Insurance$32,572,928$2,751,053 ▼-7.8%303,7950.4%FinancePOWIPower Integrations$31,920,559$2,795,134 ▼-8.1%517,3510.4%Computer and TechnologyHLMNHillman Solutions$31,050,072$2,523,225 ▼-7.5%3,187,8920.4%ConstructionUSPHU.S. Physical Therapy$27,518,773$2,299,456 ▼-7.7%310,2100.4%MedicalPNTGThe Pennant Group$26,790,356$2,449,441 ▼-8.4%1,010,1940.4%MedicalINSPInspire Medical Systems$26,341,893$26,341,893 ▲New Holding142,0970.4%MedicalTRNSTranscat$25,910,636$3,153,590 ▼-10.9%245,0410.4%Computer and TechnologyJKHYJack Henry & Associates$25,254,073$1,832,236 ▼-6.8%144,0620.3%Computer and TechnologyCERTCertara$23,054,554$2,515,221 ▼-9.8%2,164,7470.3%MedicalSTVNStevanato Group$22,339,035$2,546,291 ▼-10.2%1,025,1970.3%MedicalRiverbridge Growth Fund - Inst$22,228,688$561,435 ▼-2.5%632,2150.3%COMJAMFJamf$20,356,682$2,728,637 ▼-11.8%1,448,8740.3%Business ServicesNEOGNeogen$20,237,682$2,522,000 ▼-11.1%1,667,0250.3%MedicalPHRPhreesia$17,206,622$1,744,620 ▼-9.2%683,8880.2%MedicalIWMiShares Russell 2000 ETF$11,366,403$9,978,332 ▲718.9%51,4410.2%FinanceVXFVanguard Extended Market ETF$10,566,174$5,676,443 ▲116.1%55,6170.1%ETFKIDSOrthoPediatrics$9,058,138$1,212,198 ▼-11.8%390,7740.1%MedicalAAPLApple$8,060,269$336,815 ▼-4.0%32,1870.1%Computer and TechnologyIVViShares Core S&P 500 ETF$6,514,006$4,756,726 ▲270.7%11,0650.1%ETFLinde Plc$5,262,682$488,169 ▼-8.5%12,5700.1%COMEFXEquifax$4,275,109$343,538 ▼-7.4%16,7750.1%Business ServicesTJXTJX Companies$4,151,032$386,471 ▼-8.5%34,3600.1%Retail/WholesaleVanguard Index Tr 500 Index Ad$4,146,1080.0%7,6390.1%COMIUSGiShares Core S&P U.S. Growth ETF$3,823,226$2,267,515 ▲145.8%27,4360.1%ManufacturingECLEcolab$3,286,454$396,718 ▼-10.8%14,0250.0%Basic MaterialsIWOiShares Russell 2000 Growth ETF$3,185,998$1,233,642 ▲63.2%11,0690.0%ETFWMTWalmart$3,030,791$280,356 ▼-8.5%33,5450.0%Retail/WholesaleSNASnap-on$2,881,846$267,510 ▼-8.5%8,4890.0%Consumer DiscretionaryShowing largest 100 holdings. 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