Filed: 10/16/2023ACC: 0001112325-23-000010
📋 What this filing means
RIVERBRIDGE PARTNERS LLC filed this quarterly 13F‑HR report disclosing 192 equity positions with a total reported market value of $6.89B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
192
Positions
$6.89B
Total AUM (reported)
97.70M
Total Shares
Allocation by class
COM$6.87B99.6%
CEF$11.62M0.2%
NCEF$11.25M0.2%
BDC$4.18M0.1%
Portfolio Concentration
Top 3$715.75M10.4%
4–10$1.29B18.7%
11–25$1.84B26.8%
Rest$3.04B44.2%
Top 3 weight
10.4%
Top 10 weight
29.1%
Voting Authority Distribution
Total shares with voting rights: 97.70M
Sole
Full voting authority
70.46M
shares
% of voting shares72.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
27.24M
shares
% of voting shares27.9%
Investment Discretion (by position count)
Sole192
Shared0
Other0
Dominant voting typeSole · 72.1% of voting shares
Institutional Holdings192
Rows:
Globant S.A.
SOLEShares1.38M
TypeSH
Market value$273.00M
3.96%
Sole
1M
Shared
0.00
None
378.78K
RB Global, Inc.
SOLEShares3.59M
TypeSH
Market value$224.12M
3.25%
Sole
2.62M
Shared
0.00
None
965.36K
Five Below, Inc.
SOLEShares1.36M
TypeSH
Market value$218.64M
3.17%
Sole
961.13K
Shared
0.00
None
397.72K
Grand Canyon Education, Inc.
SOLEShares1.75M
TypeSH
Market value$204.53M
2.97%
Sole
1.25M
Shared
0.00
None
502.37K
Microsoft Corporation
SOLEShares642.01K
TypeSH
Market value$202.71M
2.94%
Sole
581.15K
Shared
0.00
None
60.85K
Workiva, Inc.
SOLEShares1.91M
TypeSH
Market value$194.06M
2.82%
Sole
1.36M
Shared
0.00
None
554.89K
West Pharmaceutical Services,
SOLEShares477.54K
TypeSH
Market value$179.18M
2.60%
Sole
340.26K
Shared
0.00
None
137.28K
CoStar Group, Inc.
SOLEShares2.31M
TypeSH
Market value$177.53M
2.58%
Sole
1.69M
Shared
0.00
None
622.34K
HEICO Corporation
SOLEShares1.06M
TypeSH
Market value$172.16M
2.50%
Sole
749.28K
Shared
0.00
None
313.89K
Fastenal Company
SOLEShares2.91M
TypeSH
Market value$159.00M
2.31%
Sole
2.05M
Shared
0.00
None
863.01K
Paylocity Holding Corporation
SOLEShares835.66K
TypeSH
Market value$151.84M
2.20%
Sole
567.93K
Shared
0.00
None
267.73K
Tyler Technologies, Inc.
SOLEShares390.46K
TypeSH
Market value$150.77M
2.19%
Sole
274.36K
Shared
0.00
None
116.10K
Medpace Holdings, Inc.
SOLEShares609.19K
TypeSH
Market value$147.50M
2.14%
Sole
442.86K
Shared
0.00
None
166.33K
SPS Commerce, Inc.
SOLEShares828.18K
TypeSH
Market value$141.30M
2.05%
Sole
565.32K
Shared
0.00
None
262.85K
Floor & Decor Holdings, Inc.
SOLEShares1.52M
TypeSH
Market value$137.98M
2.00%
Sole
1.09M
Shared
0.00
None
432.44K
Ansys, Inc.
SOLEShares449.22K
TypeSH
Market value$133.66M
1.94%
Sole
302.29K
Shared
0.00
None
146.93K
NVIDIA Corporation
SOLEShares281.33K
TypeSH
Market value$122.38M
1.78%
Sole
248.99K
Shared
0.00
None
32.35K
Ensign Group, Inc.
SOLEShares1.31M
TypeSH
Market value$122.02M
1.77%
Sole
927.16K
Shared
0.00
None
385.87K
Rollins, Inc.
SOLEShares3.15M
TypeSH
Market value$117.65M
1.71%
Sole
2.26M
Shared
0.00
None
888.28K
Paycom Software, Inc.
SOLEShares433.33K
TypeSH
Market value$112.35M
1.63%
Sole
298.13K
Shared
0.00
None
135.21K
Alarm.com Holdings, Inc.
SOLEShares1.77M
TypeSH
Market value$108.15M
1.57%
Sole
1.15M
Shared
0.00
None
622.68K
BlackLine, Inc.
SOLEShares1.95M
TypeSH
Market value$108.07M
1.57%
Sole
1.42M
Shared
0.00
None
532.82K
Amazon.com, Inc.
SOLEShares778.85K
TypeSH
Market value$99.01M
1.44%
Sole
700.78K
Shared
0.00
None
78.07K
Kinsale Capital Group, Inc.
SOLEShares233.66K
TypeSH
Market value$96.76M
1.40%
Sole
157.65K
Shared
0.00
None
76.01K
Verisk Analytics, Inc.
SOLEShares400.38K
TypeSH
Market value$94.59M
1.37%
Sole
314.48K
Shared
0.00
None
85.91K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Globant S.A.SOLE | COM | 1.38M | SH | $273.00M 3.96% | 1M | 0.00 | 378.78K |
RB Global, Inc.SOLE | COM | 3.59M | SH | $224.12M 3.25% | 2.62M | 0.00 | 965.36K |
Five Below, Inc.SOLE | COM | 1.36M | SH | $218.64M 3.17% | 961.13K | 0.00 | 397.72K |
Grand Canyon Education, Inc.SOLE | COM | 1.75M | SH | $204.53M 2.97% | 1.25M | 0.00 | 502.37K |
Microsoft CorporationSOLE | COM | 642.01K | SH | $202.71M 2.94% | 581.15K | 0.00 | 60.85K |
Workiva, Inc.SOLE | COM | 1.91M | SH | $194.06M 2.82% | 1.36M | 0.00 | 554.89K |
West Pharmaceutical Services,SOLE | COM | 477.54K | SH | $179.18M 2.60% | 340.26K | 0.00 | 137.28K |
CoStar Group, Inc.SOLE | COM | 2.31M | SH | $177.53M 2.58% | 1.69M | 0.00 | 622.34K |
HEICO CorporationSOLE | COM | 1.06M | SH | $172.16M 2.50% | 749.28K | 0.00 | 313.89K |
Fastenal CompanySOLE | COM | 2.91M | SH | $159.00M 2.31% | 2.05M | 0.00 | 863.01K |
Paylocity Holding CorporationSOLE | COM | 835.66K | SH | $151.84M 2.20% | 567.93K | 0.00 | 267.73K |
Tyler Technologies, Inc.SOLE | COM | 390.46K | SH | $150.77M 2.19% | 274.36K | 0.00 | 116.10K |
Medpace Holdings, Inc.SOLE | COM | 609.19K | SH | $147.50M 2.14% | 442.86K | 0.00 | 166.33K |
SPS Commerce, Inc.SOLE | COM | 828.18K | SH | $141.30M 2.05% | 565.32K | 0.00 | 262.85K |
Floor & Decor Holdings, Inc.SOLE | COM | 1.52M | SH | $137.98M 2.00% | 1.09M | 0.00 | 432.44K |
Ansys, Inc.SOLE | COM | 449.22K | SH | $133.66M 1.94% | 302.29K | 0.00 | 146.93K |
NVIDIA CorporationSOLE | COM | 281.33K | SH | $122.38M 1.78% | 248.99K | 0.00 | 32.35K |
Ensign Group, Inc.SOLE | COM | 1.31M | SH | $122.02M 1.77% | 927.16K | 0.00 | 385.87K |
Rollins, Inc.SOLE | COM | 3.15M | SH | $117.65M 1.71% | 2.26M | 0.00 | 888.28K |
Paycom Software, Inc.SOLE | COM | 433.33K | SH | $112.35M 1.63% | 298.13K | 0.00 | 135.21K |
Alarm.com Holdings, Inc.SOLE | COM | 1.77M | SH | $108.15M 1.57% | 1.15M | 0.00 | 622.68K |
BlackLine, Inc.SOLE | COM | 1.95M | SH | $108.07M 1.57% | 1.42M | 0.00 | 532.82K |
Amazon.com, Inc.SOLE | COM | 778.85K | SH | $99.01M 1.44% | 700.78K | 0.00 | 78.07K |
Kinsale Capital Group, Inc.SOLE | COM | 233.66K | SH | $96.76M 1.40% | 157.65K | 0.00 | 76.01K |
Verisk Analytics, Inc.SOLE | COM | 400.38K | SH | $94.59M 1.37% | 314.48K | 0.00 | 85.91K |
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