RIVERBRIDGE PARTNERS LLC

CIK 1112325 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$3.6B
#1.025 dari 9.443 berdasarkan nilai 13F · top 10.9%
Posisi
198
Per tanggal
30 Juni 2026

Nilai portofolio QoQ: -12.4% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
33,59%
Bobot 25 kepemilikan teratas
59,16%
Posisi di atas 1%
34
Jumlah posisi efektif
51,5

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 1,81% Perkiraan pembelian $69.327.863 · penjualan $857.223.791

Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 78,0% masih dipegang

Posisi baru
17
Meningkat
38
Menurun
124
Tertutup
11
Di halaman ini

Kinerja vs S&P 500

Dilacak Q4 2024–Q2 2026
-8.7%
Total imbal hasil S&P 500 (jendela yang sama)
+28.1%
Imbal hasil berlebih
-36.8%

Tahunan: -5.9% · S&P 500: +18.0%

Perkiraan portofolio beli-dan-tahan yang dibangun dari snapshot 13F SEC triwulanan. Mengecualikan kas, posisi jual, opsi/derivatif, dan sekuritas non-13(f) — mencerminkan buku ekuitas long yang diungkapkan saja, bukan total AUM dana. Keterlambatan pengajuan SEC hingga 45 hari; ini bukan waktu yang dapat disalin secara real-time.

Cakupan yang dapat dihargai: 96,1% · Opsi dikecualikan: 0,0%

Rincian sektor

Technology
25,5%
Industrials
23,3%
Health Care
19,3%
Retail
7,3%
Communication Services
5,4%
Financial Services
3,5%
Consumer Discretionary
3,5%
Diversified Consumer Services
2,2%
Financials
2,1%
Consumer Staples
1,1%
Real Estate
1,0%
Communications
0,7%
Energy
0,2%
Materials
0,1%
Consumer products
0,1%
Lainnya/Tidak terpetakan
4,8%

Portofolio lengkap 198 posisi

Tipe Rentetan Tren 8 kuartal
NVDA NVIDIA Corporation - Common Stock $199.870.300 5,58% 998.902 $-1.830.717 Turun ×6
MSFT Microsoft Corporation - Common Stock $154.252.769 4,31% 413.524 $-15.953.798 Turun ×6
HEI Heico Corporation Common Stock $128.660.537 3,59% 361.213 $17.273.495 Turun ×6
AMZN Amazon.com, Inc. - Common Stock $120.270.716 3,36% 504.618 $3.214.864 Turun ×6
RBA RB Global, Inc. Common Stock $119.709.622 3,34% 1.027.992 $-2.535.924 Turun ×6
ADI Analog Devices, Inc. - Common Stock $117.282.228 3,28% 295.295 $6.994.214 Turun ×6
MEDP Medpace Holdings, Inc. - Common Stock $97.413.457 2,72% 183.941 $-16.587.106 Turun ×6
FAST Fastenal Company - Common Stock $96.142.119 2,68% 2.001.710 $-6.953.198 Turun ×4
GOOGL Alphabet Inc. - Class A Common Stock $85.615.157 2,39% 239.570 $8.587.690 Turun ×6
WST West Pharmaceutical Services, Inc. Common Stock $83.472.421 2,33% 232.514 $17.944.479 Turun ×6
LOPE Grand Canyon Education, Inc. - Common Stock $79.525.118 2,22% 555.692 $-42.315.969 Turun ×6
PRVA Privia Health Group, Inc. - Common Stock $77.153.889 2,15% 2.998.597 $-3.438.300 Turun ×6
FIVE Five Below, Inc. - Common Stock $77.128.747 2,15% 428.994 $-53.630.519 Turun ×6
TYL Tyler Technologies, Inc. Common Stock $73.530.767 2,05% 251.422 $-14.259.950 Turun ×1
ENSG The Ensign Group, Inc. - Common Stock $70.545.773 1,97% 440.086 $-44.177.201 Turun ×6
GOOG Alphabet Inc. - Class C Capital Stock $66.831.440 1,87% 189.147 $6.546.582 Turun ×5
KNSL Kinsale Capital Group, Inc. Common Stock $61.189.552 1,71% 185.530 $-22.939.520 Turun ×3
KAI Kadant Inc Common Stock $61.140.526 1,71% 194.573 $-12.598.871 Turun ×1
VEEV Veeva Systems Inc. Class A Common Stock $55.615.148 1,55% 313.378 $1.561.599 Naik ×1
SPGI S&P Global Inc. Common Stock $52.880.387 1,48% 129.844 $-8.459.831 Turun ×6
WSO Watsco, Inc. Common Stock $50.146.693 1,40% 120.334 $2.221.661 Turun ×1
VRSK Verisk Analytics, Inc. - Common Stock $48.987.672 1,37% 272.866 $-6.360.798 Turun ×2
NOW ServiceNow, Inc. Common Stock $48.727.998 1,36% 490.814 $-8.751.936 Turun ×1
ROL Rollins, Inc. Common Stock $47.000.088 1,31% 1.126.020 $-19.366.394 Turun ×6
TSLA Tesla, Inc. - Common Stock $45.392.363 1,27% 107.923 $172.812 Turun ×6
UNH UnitedHealth Group Incorporated Common Stock (DE) $44.629.674 1,25% 107.378 $12.602.912 Turun ×6
V Visa Inc. $43.529.137 1,22% 126.874 $712.316 Turun ×6
DHR Danaher Corporation Common Stock $42.553.916 1,19% 223.404 $306.322 Naik ×1
FRPT Freshpet, Inc. - Common Stock $39.924.807 1,11% 675.318 $-14.496.612 Turun ×4
SBUX Starbucks Corporation - Common Stock $39.544.300 1,10% 386.968 $1.210.531 Turun ×6
GKOS Glaukos Corporation Common Stock $39.424.774 1,10% 282.089 $-7.216.500 Turun ×3
IDXX IDEXX Laboratories, Inc. - Common Stock $38.661.806 1,08% 73.440 $-7.707.807 Turun ×6
Penerbit tidak dikenal (CUSIP: g54950103) $38.398.069 1,07% 73.993 $-1.649.155 Turun ×1
CTAS Cintas Corporation - Common Stock $37.783.789 1,06% 222.153 $-975.991 Turun ×1
PCTY Paylocity Holding Corporation - Common Stock $34.324.093 0,96% 328.366 $-15.592.488 Turun ×6
GWRE Guidewire Software, Inc. Common Stock $32.849.250 0,92% 266.959 $-1.476.602 Naik ×1
CGNX Cognex Corporation - Common Stock $32.196.279 0,90% 444.577 $-2.848.390 Turun ×6
FND Floor & Decor Holdings, Inc. Common Stock $31.156.972 0,87% 524.882 $-2.137.911 Turun ×6
CSGP CoStar Group, Inc. - Common Stock $30.912.267 0,86% 1.091.535 $-18.600.667 Turun ×6
TECH Bio-Techne Corp - Common Stock $30.839.229 0,86% 436.507 $-982.722 Turun ×4
FICO Fair Isaac Corporation Common Stock $29.746.665 0,83% 24.897 $1.029.134 Turun ×2
NFLX Netflix, Inc. - Common Stock $29.293.583 0,82% 410.274 $-15.279.951 Turun ×2
AAON AAON, Inc. - Common Stock $26.464.454 0,74% 208.611 $1.443.428 Turun ×2
SSD Simpson Manufacturing Company, Inc. Common Stock $26.038.729 0,73% 124.379 $-5.020.485 Turun ×6
SNPS Synopsys, Inc. - Common Stock $25.194.377 0,70% 56.481 $5.720.084 Naik ×2
MSI Motorola Solutions, Inc. Common Stock $25.047.417 0,70% 60.313 $-4.149.402 Turun ×6
ENTG Entegris, Inc. - Common Stock $24.722.579 0,69% 137.455 $-288.777 Turun ×3
RGEN Repligen Corporation - Common Stock $23.536.805 0,66% 172.507 $-6.916.874 Turun ×6
BROS Dutch Bros Inc. Class A Common Stock $22.808.888 0,64% 317.628 $-3.098.783 Turun ×1
GLOB Globant S.A. Common Shares $22.278.434 0,62% 769.815 $-9.436.544 Naik ×1
WK Workiva Inc. Class A Common Stock $21.164.128 0,59% 436.284 $-17.669.503 Turun ×6
Penerbit tidak dikenal (CUSIP: 30214u102) $21.149.728 0,59% 359.934 $-13.636.276 Turun ×2
Penerbit tidak dikenal (CUSIP: 46141P404) $21.020.622 0,59% 784.937 $-333.046 Turun ×1
CSW CSW Industrials, Inc. Common Stock $20.438.881 0,57% 73.442 $-9.697.333 Turun ×3
DSGX The Descartes Systems Group Inc. - Common Stock $20.155.912 0,56% 291.102 $-12.147.849 Turun ×6
SAP SAP SE ADS $19.377.101 0,54% 125.736 $-4.410.721 Turun ×1
TRNS Transcat, Inc. - Common Stock $18.775.664 0,52% 202.389 $-4.028.800 Turun ×4
AGYS Agilysys, Inc. - Common Stock $18.765.377 0,52% 179.573 $549.685 Turun ×5
ALRM Alarm.com Holdings, Inc. - Common Stock $18.448.426 0,52% 394.872 $-7.156.944 Turun ×6
FWRG First Watch Restaurant Group, Inc. - Common Stock $17.383.865 0,49% 1.348.632 $-4.537.150 Turun ×1
CRM Salesforce, Inc. Common Stock $15.854.762 0,44% 101.205 $-14.994.178 Turun ×6
CCC CCC Intelligent Solutions Holdings Inc. - Common Stock $15.000.335 0,42% 2.907.042 $-11.886.169 Turun ×4
OPCH Option Care Health, Inc. - Common Stock $13.642.411 0,38% 650.568 $-12.856.556 Turun ×3
ACVA ACV Auctions Inc. Class A Common Stock $13.225.670 0,37% 1.839.453 $1.830.842 Turun ×3
CRL Charles River Laboratories International, Inc. Common Stock $12.859.587 0,36% 56.703 $1.856.129 Turun ×6
LOAR Loar Holdings Inc. Common Stock $12.339.765 0,34% 153.080 $-2.464.899 Turun ×2
CASY Caseys General Stores, Inc. - Common Stock $12.099.915 0,34% 15.224 $-719.337 Turun ×3
PNTG The Pennant Group, Inc. - Common Stock $11.669.999 0,33% 315.832 $-8.478.830 Turun ×6
POWI Power Integrations, Inc. - Common Stock $11.603.939 0,32% 138.538 $-5.602.728 Turun ×6
ETN Eaton Corporation, PLC Ordinary Shares $11.470.648 0,32% 26.919 Naik ×1
RBC RBC Bearings Incorporated Common Stock $11.462.265 0,32% 17.797 $390.128 Turun ×1
TOST Toast, Inc. Class A Common Stock $11.113.859 0,31% 399.492 $-1.075.618 Turun ×6
BOOT Boot Barn Holdings, Inc. Common Stock $11.084.084 0,31% 67.475 Naik ×1
STVN Stevanato Group S.p.A. Ordinary Shares $10.851.284 0,30% 600.514 $1.595.503 Turun ×6
DV DoubleVerify Holdings, Inc. Common Stock $10.547.198 0,29% 972.989 $-3.159.533 Turun ×6
GRDN Guardian Pharmacy Services, Inc. Class A Common Stock $10.240.779 0,29% 244.585 Naik ×1
HLMN Hillman Solutions Corp. - Common Stock $10.153.253 0,28% 1.202.992 $-6.940.919 Turun ×6
CWST Casella Waste Systems, Inc. - Class A Common Stock $9.985.867 0,28% 102.979 $-3.756.196 Turun ×1
AAPL Apple Inc. - Common Stock $9.046.262 0,25% 31.263 $958.228 Turun ×1
LMAT LeMaitre Vascular, Inc. - Common Stock $8.489.252 0,24% 88.467 $-3.039.016 Turun ×1
APPF AppFolio, Inc. - Class A Common Stock $8.151.692 0,23% 50.837 $-5.754.103 Turun ×1
PI Impinj, Inc. - Common Stock $8.024.859 0,22% 56.028 Naik ×1
TWFG TWFG, Inc. - Common Stock $8.000.427 0,22% 332.658 $-2.106.970 Turun ×2
WHD Cactus, Inc. Class A Common Stock $7.836.475 0,22% 152.967 Naik ×1
JKHY Jack Henry & Associates, Inc. - Common Stock $7.460.504 0,21% 54.164 $-2.503.072 Turun ×6
ALGN Align Technology, Inc. - Common Stock $7.005.608 0,20% 41.537 $-1.208.939 Turun ×6
IVV $6.374.320 0,18% 8.512 $-4.303.390 Turun ×2
BBSI Barrett Business Services, Inc. - Common Stock $6.081.205 0,17% 171.205 $-2.214.012 Turun ×4
DOCS Doximity, Inc. Class A Common Stock $5.832.474 0,16% 281.219 $-5.578.518 Turun ×6
GSHD Goosehead Insurance, Inc. - Class A Common Stock $5.617.220 0,16% 115.819 $-2.736.315 Turun ×6
GDYN Grid Dynamics Holdings, Inc. - Class A Common Stock $5.603.036 0,16% 986.450 $-2.533.195 Turun ×6
VXF $5.518.307 0,15% 22.413 $655.813 Turun ×2
Penerbit tidak dikenal (CUSIP: 922908710) $4.969.250 0,14% 7.181 $641.256 Turun ×6
ECL Ecolab Inc. Common Stock $3.670.130 0,10% 13.173 $115.039 Turun ×1
TJX TJX Companies, Inc. (The) Common Stock $3.541.767 0,10% 23.378 $-235.617 Turun ×1
IWO $3.434.346 0,10% 8.718 $-62.847 Turun ×2
SNA Snap-On Incorporated Common Stock $3.341.530 0,09% 8.304 $285.760 Turun ×1
ASML ASML Holding N.V. - New York Registry Shares $3.330.323 0,09% 1.674 $977.925 Turun ×2
ROK Rockwell Automation, Inc. Common Stock $3.311.590 0,09% 6.689 $876.589 Turun ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $3.251.774 0,09% 6.809 $857.060 Turun ×4

Kepemilikan dengan keyakinan

Posisi meningkat selama 3+ kuartal berturut-turut.

Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)

Sekuritas Nilai % dari portofolio Rentetan
RA $3.114.278 0,09% naik ×6
FINS $3.012.646 0,08% naik ×6
SDHY $2.699.661 0,08% naik ×6
NBB $2.288.110 0,06% naik ×6
JHS $2.278.416 0,06% naik ×3
WIW $2.116.840 0,06% naik ×3
FDUS $2.114.273 0,06% naik ×6
PGZ $2.100.589 0,06% naik ×6
ARCC $2.062.180 0,06% naik ×6
SEVN $2.053.964 0,06% naik ×6
BBN $1.954.190 0,05% naik ×6
OPP $1.859.002 0,05% naik ×3
AOMR $1.807.627 0,05% naik ×4
MFM $1.393.207 0,04% naik ×6
GBDC $1.383.081 0,04% naik ×6

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas Nilai Saham % dari portofolio
ETN $11.470.648 26.919 0,32%
BOOT $11.084.084 67.475 0,31%
GRDN $10.240.779 244.585 0,29%
PI $8.024.859 56.028 0,22%
WHD $7.836.475 152.967 0,22%
MMT $1.232.158 280.036 0,03%
RSP $1.207.044 5.673 0,03%
BHK $966.060 105.350 0,03%
BTZ $952.300 93.180 0,03%
DMO $689.696 64.397 0,02%
WEA $531.573 49.913 0,01%
MFC $267.082 6.593 0,01%
BBVA $244.385 9.752 0,01%
Penerbit tidak dikenal (CUSIP: l8681t102) $210.741 459 0,01%
CNI $207.358 1.739 0,01%

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
FIVE Dipangkas -143K -$53.6M
ENSG Dipangkas -129K -$44.2M
LOPE Dipangkas -161K -$42.3M
KNSL Dipangkas -61K -$22.9M
ROL Dipangkas -117K -$19.4M
CSGP Dipangkas -136K -$18.6M
WST Dipangkas -29K +$17.9M
WK Dipangkas -215K -$17.7M
HEI Dipangkas -45K +$17.3M
MEDP Dipangkas -53K -$16.6M

2 posisi disembunyikan (pemeriksaan kelengkapan data)

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

SekuritasKuartal Saham sebelumnya Nilai sebelumnya Harga sejak keluar
ANSS 30 Sep. 2025 307.279 $107.922.386 Tidak lagi dilacak
PYCR 30 Juni 2025 2.087.850 $46.851.365 Tidak lagi dilacak
CWAN 31 Maret 2026 1.298.714 $31.324.971 Tidak lagi dilacak
BL 31 Maret 2026 372.814 $20.612.909 -14,5%
USPH 30 Juni 2025 283.261 $20.496.760 0,8%
NEOG 30 Juni 2025 1.547.646 $13.418.087 152,3%
JAMF 31 Des. 2025 1.099.637 $11.766.120 Tidak lagi dilacak
WSC 30 Juni 2026 669.142 $11.616.302 -22,8%
ALKT 30 Juni 2026 688.980 $10.796.314 10,3%
TTD 31 Maret 2026 223.103 $8.468.996 -40,7%
PHR 31 Maret 2026 459.047 $7.767.072 42,7%
INSP 30 Juni 2026 92.494 $4.770.861 38,3%
VOO 31 Maret 2026 7.255 $4.549.828 Tidak lagi dilacak
DSM 31 Maret 2026 237.540 $1.465.620 -2,7%
VXUS 31 Maret 2026 16.692 $1.259.244
MCR 30 Juni 2026 207.236 $1.255.853 Tidak lagi dilacak
ZS 31 Des. 2025 4.148 $1.242.990 -18,7%
CCAP 30 Juni 2026 102.056 $1.239.980 -1,0%
SUSA 31 Maret 2026 8.260 $1.150.990 Tidak lagi dilacak
BTT 31 Des. 2025 40.929 $919.261 -1,3%
PCK 30 Sep. 2025 129.835 $695.918 Tidak lagi dilacak
PHD 30 Sep. 2025 62.293 $611.714 Tidak lagi dilacak
DMO 30 Sep. 2025 44.664 $533.291 -10,4%
WDAY 30 Juni 2026 3.994 $518.900 61,3%
INSI 31 Maret 2025 29.863 $517.526 Tidak lagi dilacak
DG 31 Des. 2025 4.973 $511.921 -8,2%
CERT 30 Sep. 2025 43.741 $511.768 -30,1%
SYM 31 Des. 2025 9.219 $496.904 -30,5%
BTZ 31 Des. 2025 43.627 $482.076 -5,3%
NEA 31 Maret 2025 42.072 $474.572 0,8%
MUE 31 Maret 2026 47.303 $474.450 Tidak lagi dilacak
NAD 31 Maret 2025 36.937 $430.685 2,0%
MMU 31 Des. 2025 41.109 $425.062 -2,2%
IQI 30 Sep. 2025 44.873 $420.909 2,3%
MVT 31 Maret 2026 38.068 $411.511 Tidak lagi dilacak
PAYC 30 Juni 2026 3.348 $406.967 77,4%
CXE 30 Juni 2026 101.715 $377.364 Tidak lagi dilacak
PDO 31 Maret 2025 26.580 $361.222 -8,4%
BIT 30 Juni 2026 26.326 $329.605 -4,2%
PEP 30 Juni 2025 2.152 $322.671 7,7%
MDT 30 Juni 2025 3.415 $306.872 8,0%
VKQ 31 Des. 2025 31.612 $305.060 1,2%
CHGCY 30 Sep. 2025 10.773 $280.852 Tidak lagi dilacak
VBK 31 Maret 2025 990 $277.169 Tidak lagi dilacak
IWF 30 Juni 2025 764 $275.865 Tidak lagi dilacak
MVF 31 Maret 2026 39.648 $274.761 Tidak lagi dilacak
HDB 31 Maret 2026 7.156 $261.480 -6,6%
EVV 31 Des. 2025 24.878 $252.512 Tidak lagi dilacak
VMO 30 Sep. 2025 26.289 $241.331 0,6%
XMPT 31 Maret 2025 11.095 $238.619 Tidak lagi dilacak
MFC 30 Sep. 2025 7.016 $224.231 38,2%
BAESY 30 Juni 2026 1.897 $221.001 Tidak lagi dilacak
SYM 31 Maret 2025 9.296 $220.408 104,6%
CHGCY 30 Juni 2026 7.825 $215.344 Tidak lagi dilacak
SBGSY 30 Sep. 2025 3.967 $211.758 Tidak lagi dilacak
FISV 31 Maret 2026 3.080 $206.884 -8,0%
LRLCY 31 Des. 2025 2.383 $206.463 Tidak lagi dilacak
DASTY 30 Juni 2025 5.411 $206.430 Tidak lagi dilacak
VGM 30 Sep. 2025 21.707 $206.004 1,9%
ISRG 31 Maret 2026 360 $203.890 -14,3%
SONY 31 Des. 2025 7.075 $203.689 -7,8%
FTHY 31 Maret 2025 10.482 $151.779 -7,3%
BBVA 31 Maret 2025 11.570 $112.460 110,1%
MTHRY 31 Des. 2025 10.998 $91.833 Tidak lagi dilacak
ABEV 31 Maret 2025 25.815 $47.758 19,7%