Filed: 1/24/2024ACC: 0001112325-24-000003
📋 What this filing means
RIVERBRIDGE PARTNERS LLC filed this quarterly 13F‑HR report disclosing 202 equity positions with a total reported market value of $7.53B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
202
Positions
$7.53B
Total AUM (reported)
98.42M
Total Shares
Allocation by class
COM$7.50B99.6%
NCEF$12.98M0.2%
CEF$12.81M0.2%
BDC$3.62M0.0%
Portfolio Concentration
Top 3$822.19M10.9%
4–10$1.40B18.6%
11–25$1.98B26.3%
Rest$3.33B44.2%
Top 3 weight
10.9%
Top 10 weight
29.5%
Voting Authority Distribution
Total shares with voting rights: 98.42M
Sole
Full voting authority
71.46M
shares
% of voting shares72.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
26.96M
shares
% of voting shares27.4%
Investment Discretion (by position count)
Sole202
Shared0
Other0
Dominant voting typeSole · 72.6% of voting shares
Institutional Holdings202
Rows:
Globant S.A.
SOLEShares1.30M
TypeSH
Market value$309.01M
4.11%
Sole
948.32K
Shared
0.00
None
350.15K
Five Below, Inc.
SOLEShares1.30M
TypeSH
Market value$277.87M
3.69%
Sole
944.12K
Shared
0.00
None
359.45K
Microsoft Corporation
SOLEShares625.75K
TypeSH
Market value$235.31M
3.13%
Sole
566.79K
Shared
0.00
None
58.96K
Grand Canyon Education, Inc.
SOLEShares1.72M
TypeSH
Market value$227.28M
3.02%
Sole
1.24M
Shared
0.00
None
483.52K
RB Global, Inc.
SOLEShares3.37M
TypeSH
Market value$225.39M
2.99%
Sole
2.52M
Shared
0.00
None
845.54K
Medpace Holdings, Inc.
SOLEShares652.38K
TypeSH
Market value$199.98M
2.66%
Sole
488.29K
Shared
0.00
None
164.09K
CoStar Group, Inc.
SOLEShares2.26M
TypeSH
Market value$197.77M
2.63%
Sole
1.65M
Shared
0.00
None
608.70K
Workiva, Inc.
SOLEShares1.87M
TypeSH
Market value$189.74M
2.52%
Sole
1.35M
Shared
0.00
None
517.40K
HEICO Corporation
SOLEShares1.04M
TypeSH
Market value$185.78M
2.47%
Sole
731.51K
Shared
0.00
None
307.15K
Fastenal Company
SOLEShares2.68M
TypeSH
Market value$173.59M
2.31%
Sole
1.92M
Shared
0.00
None
756.01K
Floor & Decor Holdings, Inc.
SOLEShares1.50M
TypeSH
Market value$167.66M
2.23%
Sole
1.09M
Shared
0.00
None
417.06K
West Pharmaceutical Services,
SOLEShares469.25K
TypeSH
Market value$165.23M
2.20%
Sole
333.79K
Shared
0.00
None
135.46K
Tyler Technologies, Inc.
SOLEShares377.74K
TypeSH
Market value$157.94M
2.10%
Sole
268.89K
Shared
0.00
None
108.85K
Ansys, Inc.
SOLEShares432.54K
TypeSH
Market value$156.96M
2.09%
Sole
295.33K
Shared
0.00
None
137.21K
SPS Commerce, Inc.
SOLEShares796.18K
TypeSH
Market value$154.33M
2.05%
Sole
554.85K
Shared
0.00
None
241.32K
Ensign Group, Inc.
SOLEShares1.29M
TypeSH
Market value$145.18M
1.93%
Sole
922.09K
Shared
0.00
None
371.70K
NVIDIA Corporation
SOLEShares273.75K
TypeSH
Market value$135.57M
1.80%
Sole
242.38K
Shared
0.00
None
31.37K
Paylocity Holding Corporation
SOLEShares812.42K
TypeSH
Market value$133.93M
1.78%
Sole
561.07K
Shared
0.00
None
251.35K
Rollins, Inc.
SOLEShares2.86M
TypeSH
Market value$124.88M
1.66%
Sole
2.11M
Shared
0.00
None
751.08K
BlackLine, Inc.
SOLEShares1.90M
TypeSH
Market value$118.34M
1.57%
Sole
1.40M
Shared
0.00
None
496.56K
Amazon.com, Inc.
SOLEShares763.31K
TypeSH
Market value$115.98M
1.54%
Sole
688.86K
Shared
0.00
None
74.45K
Guidewire Software, Inc.
SOLEShares1.01M
TypeSH
Market value$109.95M
1.46%
Sole
691.38K
Shared
0.00
None
316.96K
Privia Health Group, Inc.
SOLEShares4.34M
TypeSH
Market value$100.01M
1.33%
Sole
3.26M
Shared
0.00
None
1.08M
Alarm.com Holdings, Inc.
SOLEShares1.55M
TypeSH
Market value$100.00M
1.33%
Sole
1.06M
Shared
0.00
None
488.57K
Analog Devices, Inc.
SOLEShares467.42K
TypeSH
Market value$92.81M
1.23%
Sole
425.90K
Shared
0.00
None
41.53K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Globant S.A.SOLE | COM | 1.30M | SH | $309.01M 4.11% | 948.32K | 0.00 | 350.15K |
Five Below, Inc.SOLE | COM | 1.30M | SH | $277.87M 3.69% | 944.12K | 0.00 | 359.45K |
Microsoft CorporationSOLE | COM | 625.75K | SH | $235.31M 3.13% | 566.79K | 0.00 | 58.96K |
Grand Canyon Education, Inc.SOLE | COM | 1.72M | SH | $227.28M 3.02% | 1.24M | 0.00 | 483.52K |
RB Global, Inc.SOLE | COM | 3.37M | SH | $225.39M 2.99% | 2.52M | 0.00 | 845.54K |
Medpace Holdings, Inc.SOLE | COM | 652.38K | SH | $199.98M 2.66% | 488.29K | 0.00 | 164.09K |
CoStar Group, Inc.SOLE | COM | 2.26M | SH | $197.77M 2.63% | 1.65M | 0.00 | 608.70K |
Workiva, Inc.SOLE | COM | 1.87M | SH | $189.74M 2.52% | 1.35M | 0.00 | 517.40K |
HEICO CorporationSOLE | COM | 1.04M | SH | $185.78M 2.47% | 731.51K | 0.00 | 307.15K |
Fastenal CompanySOLE | COM | 2.68M | SH | $173.59M 2.31% | 1.92M | 0.00 | 756.01K |
Floor & Decor Holdings, Inc.SOLE | COM | 1.50M | SH | $167.66M 2.23% | 1.09M | 0.00 | 417.06K |
West Pharmaceutical Services,SOLE | COM | 469.25K | SH | $165.23M 2.20% | 333.79K | 0.00 | 135.46K |
Tyler Technologies, Inc.SOLE | COM | 377.74K | SH | $157.94M 2.10% | 268.89K | 0.00 | 108.85K |
Ansys, Inc.SOLE | COM | 432.54K | SH | $156.96M 2.09% | 295.33K | 0.00 | 137.21K |
SPS Commerce, Inc.SOLE | COM | 796.18K | SH | $154.33M 2.05% | 554.85K | 0.00 | 241.32K |
Ensign Group, Inc.SOLE | COM | 1.29M | SH | $145.18M 1.93% | 922.09K | 0.00 | 371.70K |
NVIDIA CorporationSOLE | COM | 273.75K | SH | $135.57M 1.80% | 242.38K | 0.00 | 31.37K |
Paylocity Holding CorporationSOLE | COM | 812.42K | SH | $133.93M 1.78% | 561.07K | 0.00 | 251.35K |
Rollins, Inc.SOLE | COM | 2.86M | SH | $124.88M 1.66% | 2.11M | 0.00 | 751.08K |
BlackLine, Inc.SOLE | COM | 1.90M | SH | $118.34M 1.57% | 1.40M | 0.00 | 496.56K |
Amazon.com, Inc.SOLE | COM | 763.31K | SH | $115.98M 1.54% | 688.86K | 0.00 | 74.45K |
Guidewire Software, Inc.SOLE | COM | 1.01M | SH | $109.95M 1.46% | 691.38K | 0.00 | 316.96K |
Privia Health Group, Inc.SOLE | COM | 4.34M | SH | $100.01M 1.33% | 3.26M | 0.00 | 1.08M |
Alarm.com Holdings, Inc.SOLE | COM | 1.55M | SH | $100.00M 1.33% | 1.06M | 0.00 | 488.57K |
Analog Devices, Inc.SOLE | COM | 467.42K | SH | $92.81M 1.23% | 425.90K | 0.00 | 41.53K |
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