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Riverbridge Partners LLC Top Holdings and 13F Report (2025)

About Riverbridge Partners LLC

Investment Activity

  • Riverbridge Partners LLC has $6.23 billion in total holdings as of March 31, 2025.
  • Riverbridge Partners LLC owns shares of 180 different stocks, but just 51 companies or ETFs make up 80% of its holdings.
  • Approximately 0.98% of the portfolio was purchased this quarter.
  • About 7.55% of the portfolio was sold this quarter.
  • This quarter, Riverbridge Partners LLC has purchased 179 new stocks and bought additional shares in 64 stocks.
  • Riverbridge Partners LLC sold shares of 99 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

HEICO
$215,438,913
NVIDIA
$208,103,099
Microsoft
$206,571,120
RB Global
$205,863,330

Largest New Holdings this Quarter

00847J105 - Agilysys
$32,912,654 Holding
N07059210 - ASML
$1,914,338 Holding
171269103 - Chugai Pharmaceutical
$247,184 Holding
803054204 - SAP
$242,938 Holding

Largest Purchases this Quarter

Agilysys
453,717 shares (about $32.91M)
Freshpet
156,583 shares (about $13.02M)
ASML
2,889 shares (about $1.91M)
Taiwan Semiconductor Manufacturing
10,733 shares (about $1.78M)

Largest Sales this Quarter

Guidewire Software
480,472 shares (about $90.02M)
Grand Canyon Education
160,397 shares (about $27.75M)
RB Global
178,458 shares (about $17.90M)
HEICO
60,611 shares (about $16.19M)
Medpace
36,407 shares (about $11.09M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofRiverbridge Partners LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Grand Canyon Education, Inc. stock logo
LOPE
Grand Canyon Education
$219,480,277$27,751,899 -11.2%1,268,5253.5%Consumer Discretionary
HEICO Co. stock logo
HEI
HEICO
$215,438,913$16,194,644 -7.0%806,3143.5%Aerospace
NVIDIA Co. stock logo
NVDA
NVIDIA
$208,103,099$6,300,020 -2.9%1,920,1253.3%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$206,571,120$4,430,728 -2.1%550,2843.3%Computer and Technology
RB Global, Inc. stock logo
RBA
RB Global
$205,863,330$17,899,336 -8.0%2,052,4763.3%Business Services
Tyler Technologies, Inc. stock logo
TYL
Tyler Technologies
$175,388,354$8,290,033 -4.5%301,6712.8%Computer and Technology
CoStar Group, Inc. stock logo
CSGP
CoStar Group
$147,870,526$6,143,336 -4.0%1,866,3452.4%Computer and Technology
Medpace Holdings, Inc. stock logo
MEDP
Medpace
$146,594,420$11,092,859 -7.0%481,1262.4%Medical
Kinsale Capital Group, Inc. stock logo
KNSL
Kinsale Capital Group
$141,543,169$7,577,594 -5.1%290,8162.3%Finance
The Ensign Group, Inc. stock logo
ENSG
The Ensign Group
$138,855,170$7,182,608 -4.9%1,073,0692.2%Medical
Paylocity Holding Co. stock logo
PCTY
Paylocity
$131,205,774$3,964,113 -2.9%700,3622.1%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$128,011,736$2,045,296 -1.6%672,8252.1%Retail/Wholesale
Globant S.A. stock logo
GLOB
Globant
$124,320,662$10,327,574 -7.7%1,056,0712.0%Computer and Technology
Privia Health Group, Inc. stock logo
PRVA
Privia Health Group
$123,871,696$6,887,391 -5.3%5,517,6702.0%Medical
Rollins, Inc. stock logo
ROL
Rollins
$122,815,329$6,816,749 -5.3%2,273,0952.0%Construction
Workiva Inc. stock logo
WK
Workiva
$116,631,956$8,340,614 -6.7%1,536,4501.9%Computer and Technology
Paycom Software, Inc. stock logo
PAYC
Paycom Software
$110,735,802$5,426,174 -4.7%506,8461.8%Computer and Technology
ANSYS, Inc. stock logo
ANSS
ANSYS
$104,694,662$5,530,938 -5.0%330,7261.7%Computer and Technology
Fastenal stock logo
FAST
Fastenal
$104,081,300$1,477,637 -1.4%1,342,1191.7%Retail/Wholesale
Verisk Analytics, Inc. stock logo
VRSK
Verisk Analytics
$98,977,604$6,297,633 -6.0%332,5641.6%Business Services
West Pharmaceutical Services, Inc. stock logo
WST
West Pharmaceutical Services
$91,433,998$6,019,466 -6.2%408,4061.5%Medical
S&P Global Inc. stock logo
SPGI
S&P Global
$87,521,094$1,440,969 -1.6%172,2521.4%Business Services
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$85,917,742$1,128,269 -1.3%370,9271.4%Medical
Freshpet, Inc. stock logo
FRPT
Freshpet
$85,401,337$13,023,003 18.0%1,026,8291.4%Consumer Staples
Floor & Decor Holdings, Inc. stock logo
FND
Floor & Decor
$85,354,168$7,330,572 -7.9%1,060,6961.4%Retail/Wholesale
Five Below, Inc. stock logo
FIVE
Five Below
$84,608,418$5,507,739 -6.1%1,129,2411.4%Retail/Wholesale
ServiceNow, Inc. stock logo
NOW
ServiceNow
$84,058,503$1,130,514 -1.3%105,5831.3%Computer and Technology
Analog Devices, Inc. stock logo
ADI
Analog Devices
$83,396,726$1,083,169 -1.3%413,5311.3%Computer and Technology
Kadant Inc. stock logo
KAI
Kadant
$83,280,484$8,403,213 -9.2%247,1891.3%Industrials
Guidewire Software, Inc. stock logo
GWRE
Guidewire Software
$79,772,886$90,021,298 -53.0%425,7731.3%Computer and Technology
Salesforce, Inc. stock logo
CRM
Salesforce
$79,750,604$1,389,567 -1.7%297,1781.3%Computer and Technology
SPS Commerce, Inc. stock logo
SPSC
SPS Commerce
$78,669,642$7,817,536 -9.0%592,7041.3%Business Services
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$74,382,433$2,276,217 -3.0%142,0191.2%Medical
The Descartes Systems Group Inc. stock logo
DSGX
The Descartes Systems Group
$73,658,768$7,098,334 -8.8%730,5241.2%Computer and Technology
Doximity, Inc. stock logo
DOCS
Doximity
$62,748,613$6,059,146 -8.8%1,081,3131.0%Medical
Visa Inc. stock logo
V
Visa
$59,770,335$1,038,064 -1.7%170,5481.0%Business Services
Alarm.com Holdings, Inc. stock logo
ALRM
Alarm.com
$56,316,905$5,252,859 -8.5%1,011,9840.9%Industrials
GoDaddy Inc. stock logo
GDDY
GoDaddy
$55,357,910$5,969,658 -9.7%307,3050.9%Computer and Technology
Danaher Co. stock logo
DHR
Danaher
$54,732,223$895,852 -1.6%266,9860.9%Medical
Repligen Co. stock logo
RGEN
Repligen
$53,708,250$4,198,410 -7.3%422,1020.9%Medical
Tesla, Inc. stock logo
TSLA
Tesla
$53,274,907$1,917,521 -3.5%205,5680.9%Auto/Tires/Trucks
Netflix, Inc. stock logo
NFLX
Netflix
$53,097,135$862,587 -1.6%56,9390.9%Consumer Discretionary
Watsco, Inc. stock logo
WSO
Watsco
$52,620,521$5,057,056 -8.8%103,5230.8%Construction
BlackLine, Inc. stock logo
BL
BlackLine
$52,196,948$4,776,003 -8.4%1,078,0040.8%Computer and Technology
Option Care Health, Inc. stock logo
OPCH
Option Care Health
$50,637,477$1,524,309 -2.9%1,448,8550.8%Medical
Alphabet Inc. stock logo
GOOGL
Alphabet
$50,575,289$2,188,000 -4.1%327,0520.8%Computer and Technology
Simpson Manufacturing Co., Inc. stock logo
SSD
Simpson Manufacturing
$50,513,588$4,817,797 -8.7%321,5790.8%Construction
Starbucks Co. stock logo
SBUX
Starbucks
$49,586,361$449,645 -0.9%505,5190.8%Retail/Wholesale
Exponent, Inc. stock logo
EXPO
Exponent
$48,259,062$4,650,006 -8.8%595,3500.8%Business Services
CCC Intelligent Solutions Holdings Inc. stock logo
CCCS
CCC Intelligent Solutions
$48,046,041$5,232,325 -9.8%5,320,7130.8%Computer and Technology
ACV Auctions Inc. stock logo
ACVA
ACV Auctions
$47,651,211$5,924,662 -11.1%3,381,9170.8%Retail/Wholesale
Paycor HCM, Inc. stock logo
PYCR
Paycor HCM
$46,851,365$3,690,236 -7.3%2,087,8500.8%Computer and Technology
Alkami Technology, Inc. stock logo
ALKT
Alkami Technology
$44,270,384$5,347,151 -10.8%1,686,4910.7%Computer and Technology
Chemed Co. stock logo
CHE
Chemed
$44,007,213$4,207,572 -8.7%71,5190.7%Medical
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$43,041,389$373,334 -0.9%102,4920.7%Medical
Cintas Co. stock logo
CTAS
Cintas
$42,472,187$722,438 1.7%206,6470.7%Business Services
Grid Dynamics Holdings, Inc. stock logo
GDYN
Grid Dynamics
$40,596,827$4,067,874 -9.1%2,594,0460.7%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$40,297,668$608,829 1.5%257,9380.6%Computer and Technology
Toast, Inc. stock logo
TOST
Toast
$38,922,787$4,228,580 -9.8%1,173,4330.6%Computer and Technology
Cognex Co. stock logo
CGNX
Cognex
$36,993,954$2,788,002 -7.0%1,240,1590.6%Computer and Technology
Bio-Techne Co. stock logo
TECH
Bio-Techne
$36,377,134$3,885,349 -9.7%620,4530.6%Medical
Align Technology, Inc. stock logo
ALGN
Align Technology
$36,148,204$1,388,275 -3.7%227,5480.6%Medical
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$35,616,226$390,088 -1.1%81,3510.6%Computer and Technology
Fair Isaac Co. stock logo
FICO
Fair Isaac
$34,145,122$296,914 -0.9%18,5150.5%Computer and Technology
Kornit Digital Ltd. stock logo
KRNT
Kornit Digital
$33,561,244$3,207,653 -8.7%1,758,9750.5%Industrials
Charles River Laboratories International, Inc. stock logo
CRL
Charles River Laboratories International
$33,525,857$2,506,755 -7.0%222,7340.5%Medical
DoubleVerify Holdings, Inc. stock logo
DV
DoubleVerify
$33,175,725$2,703,480 -7.5%2,481,3560.5%Computer and Technology
Agilysys, Inc. stock logo
AGYS
Agilysys
$32,912,654$32,912,654 New Holding453,7170.5%Computer and Technology
Goosehead Insurance, Inc stock logo
GSHD
Goosehead Insurance
$32,718,313$3,147,715 -8.8%277,1330.5%Finance
CSW Industrials, Inc. stock logo
CSWI
CSW Industrials
$31,879,632$2,991,567 -8.6%109,3570.5%Basic Materials
Glaukos Co. stock logo
GKOS
Glaukos
$28,095,152$2,703,497 -8.8%285,4620.5%Medical
Entegris, Inc. stock logo
ENTG
Entegris
$27,839,573$2,755,797 -9.0%318,2390.4%Computer and Technology
WillScot Mobile Mini Holdings Corp. stock logo
WSC
WillScot Mobile Mini
$26,168,550$2,444,287 -8.5%941,3150.4%Finance
Hillman Solutions Corp stock logo
HLMN
Hillman Solutions
$25,549,785$2,471,783 -8.8%2,906,6880.4%Construction
Jack Henry & Associates, Inc. stock logo
JKHY
Jack Henry & Associates
$24,139,965$2,165,824 -8.2%132,2010.4%Computer and Technology
Power Integrations, Inc. stock logo
POWI
Power Integrations
$23,876,104$2,250,129 -8.6%472,7940.4%Computer and Technology
The Pennant Group, Inc. stock logo
PNTG
The Pennant Group
$23,354,556$2,051,812 -8.1%928,6110.4%Medical
Riverbridge Growth Fund - Inst
$21,220,028$799,489 3.9%656,9670.3%COM
Inspire Medical Systems, Inc. stock logo
INSP
Inspire Medical Systems
$21,087,160$1,545,966 -6.8%132,3910.3%Medical
U.S. Physical Therapy, Inc. stock logo
USPH
U.S. Physical Therapy
$20,496,760$1,950,029 -8.7%283,2610.3%Medical
Certara, Inc. stock logo
CERT
Certara
$20,280,338$1,150,657 -5.4%2,048,5190.3%Medical
Stevanato Group S.p.A. stock logo
STVN
Stevanato Group
$19,746,762$1,187,771 -5.7%967,0300.3%Medical
The Trade Desk, Inc. stock logo
TTD
Trade Desk
$18,389,951$800,553 -4.2%336,0740.3%Computer and Technology
Transcat, Inc. stock logo
TRNS
Transcat
$16,886,744$1,356,553 -7.4%226,8200.3%Computer and Technology
Jamf Holding Corp. stock logo
JAMF
Jamf
$16,750,228$853,586 -4.8%1,378,6200.3%Business Services
Phreesia, Inc. stock logo
PHR
Phreesia
$16,215,156$1,265,015 -7.2%634,3960.3%Medical
Neogen Co. stock logo
NEOG
Neogen
$13,418,087$1,035,016 -7.2%1,547,6460.2%Medical
OrthoPediatrics Corp. stock logo
KIDS
OrthoPediatrics
$9,174,135$450,631 -4.7%372,4780.1%Medical
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$8,578,739$1,001,866 -10.5%49,8010.1%ETF
Apple Inc. stock logo
AAPL
Apple
$7,226,333$76,635 1.1%32,5320.1%Computer and Technology
Linde Plc
$6,047,267$194,172 3.3%12,9870.1%COM
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$4,310,989$125,941 3.0%35,3940.1%Retail/Wholesale
Equifax Inc. stock logo
EFX
Equifax
$4,188,988$103,269 2.5%17,1990.1%Business Services
Vanguard Index Tr 500 Index Ad
$3,725,132$229,876 -5.8%7,1950.1%COM
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$3,633,717$2,583,552 -41.6%6,4670.1%ETF
Ecolab Inc. stock logo
ECL
Ecolab
$3,451,168$104,450 -2.9%13,6130.1%Basic Materials
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$3,419,121$590,764 20.9%13,3810.1%ETF
Walmart Inc. stock logo
WMT
Walmart
$3,027,526$82,610 2.8%34,4860.0%Retail/Wholesale
Snap-on Incorporated stock logo
SNA
Snap-on
$2,945,804$84,927 3.0%8,7410.0%Consumer Discretionary
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$2,610,834$74,474 2.9%15,3200.0%Consumer Staples

Showing largest 100 holdings. View all holdings.
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