Filed: 4/26/2024ACC: 0001112325-24-000007
📋 What this filing means
RIVERBRIDGE PARTNERS LLC filed this quarterly 13F‑HR report disclosing 174 equity positions with a total reported market value of $8.20B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
174
Positions
$8.20B
Total AUM (reported)
103.67M
Total Shares
Allocation by class
COM$8.17B99.6%
CEF$14.12M0.2%
NCEF$13.43M0.2%
BDC$3.09M0.0%
Portfolio Concentration
Top 3$774.16M9.4%
4–10$1.56B19.1%
11–25$2.25B27.5%
Rest$3.61B44.0%
Top 3 weight
9.4%
Top 10 weight
28.5%
Voting Authority Distribution
Total shares with voting rights: 103.67M
Sole
Full voting authority
85.74M
shares
% of voting shares82.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
17.92M
shares
% of voting shares17.3%
Investment Discretion (by position count)
Sole174
Shared0
Other0
Dominant voting typeSole · 82.7% of voting shares
Institutional Holdings174
Rows:
Globant S.A.
SOLEShares1.35M
TypeSH
Market value$272.32M
3.32%
Sole
1.13M
Shared
0.00
None
215.12K
Microsoft Corporation
SOLEShares600.78K
TypeSH
Market value$252.76M
3.08%
Sole
599.38K
Shared
0.00
None
1.40K
RB Global, Inc.
SOLEShares3.27M
TypeSH
Market value$249.09M
3.04%
Sole
2.76M
Shared
0.00
None
508.04K
Medpace Holdings, Inc.
SOLEShares606.25K
TypeSH
Market value$245.02M
2.99%
Sole
510.81K
Shared
0.00
None
95.44K
NVIDIA Corporation
SOLEShares262.20K
TypeSH
Market value$236.91M
2.89%
Sole
261.54K
Shared
0.00
None
660.00
Five Below, Inc.
SOLEShares1.31M
TypeSH
Market value$236.86M
2.89%
Sole
1.08M
Shared
0.00
None
222.47K
Grand Canyon Education, Inc.
SOLEShares1.70M
TypeSH
Market value$231.39M
2.82%
Sole
1.40M
Shared
0.00
None
299.91K
HEICO Corporation
SOLEShares1.11M
TypeSH
Market value$212.85M
2.60%
Sole
948.85K
Shared
0.00
None
165.53K
Floor & Decor Holdings, Inc.
SOLEShares1.57M
TypeSH
Market value$202.94M
2.48%
Sole
1.30M
Shared
0.00
None
266.87K
West Pharmaceutical Services,
SOLEShares501.89K
TypeSH
Market value$198.60M
2.42%
Sole
429.77K
Shared
0.00
None
72.12K
CoStar Group, Inc.
SOLEShares1.98M
TypeSH
Market value$191.47M
2.34%
Sole
1.79M
Shared
0.00
None
196.79K
Fastenal Company
SOLEShares2.30M
TypeSH
Market value$177.34M
2.16%
Sole
2.06M
Shared
0.00
None
243.83K
Tyler Technologies, Inc.
SOLEShares405.69K
TypeSH
Market value$172.42M
2.10%
Sole
349.80K
Shared
0.00
None
55.90K
Ensign Group, Inc.
SOLEShares1.35M
TypeSH
Market value$167.48M
2.04%
Sole
1.11M
Shared
0.00
None
234.81K
Workiva, Inc.
SOLEShares1.95M
TypeSH
Market value$165.16M
2.02%
Sole
1.63M
Shared
0.00
None
321.74K
Kinsale Capital Group, Inc.
SOLEShares311.66K
TypeSH
Market value$163.54M
2.00%
Sole
260.18K
Shared
0.00
None
51.48K
SPS Commerce, Inc.
SOLEShares829.71K
TypeSH
Market value$153.41M
1.87%
Sole
661.64K
Shared
0.00
None
168.07K
Paylocity Holding Corporation
SOLEShares869.63K
TypeSH
Market value$149.45M
1.82%
Sole
698.60K
Shared
0.00
None
171.03K
Ansys, Inc.
SOLEShares405.56K
TypeSH
Market value$140.79M
1.72%
Sole
349.43K
Shared
0.00
None
56.13K
Rollins, Inc.
SOLEShares3.01M
TypeSH
Market value$139.31M
1.70%
Sole
2.63M
Shared
0.00
None
376.18K
Amazon.com, Inc.
SOLEShares732.50K
TypeSH
Market value$132.13M
1.61%
Sole
730.63K
Shared
0.00
None
1.86K
BlackLine, Inc.
SOLEShares1.96M
TypeSH
Market value$126.66M
1.55%
Sole
1.66M
Shared
0.00
None
302.35K
Guidewire Software, Inc.
SOLEShares1.08M
TypeSH
Market value$125.78M
1.53%
Sole
886.78K
Shared
0.00
None
190.89K
Freshpet, Inc.
SOLEShares1.07M
TypeSH
Market value$123.45M
1.51%
Sole
845.57K
Shared
0.00
None
219.96K
Paycom Software, Inc.
SOLEShares618.57K
TypeSH
Market value$123.10M
1.50%
Sole
517.96K
Shared
0.00
None
100.61K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Globant S.A.SOLE | COM | 1.35M | SH | $272.32M 3.32% | 1.13M | 0.00 | 215.12K |
Microsoft CorporationSOLE | COM | 600.78K | SH | $252.76M 3.08% | 599.38K | 0.00 | 1.40K |
RB Global, Inc.SOLE | COM | 3.27M | SH | $249.09M 3.04% | 2.76M | 0.00 | 508.04K |
Medpace Holdings, Inc.SOLE | COM | 606.25K | SH | $245.02M 2.99% | 510.81K | 0.00 | 95.44K |
NVIDIA CorporationSOLE | COM | 262.20K | SH | $236.91M 2.89% | 261.54K | 0.00 | 660.00 |
Five Below, Inc.SOLE | COM | 1.31M | SH | $236.86M 2.89% | 1.08M | 0.00 | 222.47K |
Grand Canyon Education, Inc.SOLE | COM | 1.70M | SH | $231.39M 2.82% | 1.40M | 0.00 | 299.91K |
HEICO CorporationSOLE | COM | 1.11M | SH | $212.85M 2.60% | 948.85K | 0.00 | 165.53K |
Floor & Decor Holdings, Inc.SOLE | COM | 1.57M | SH | $202.94M 2.48% | 1.30M | 0.00 | 266.87K |
West Pharmaceutical Services,SOLE | COM | 501.89K | SH | $198.60M 2.42% | 429.77K | 0.00 | 72.12K |
CoStar Group, Inc.SOLE | COM | 1.98M | SH | $191.47M 2.34% | 1.79M | 0.00 | 196.79K |
Fastenal CompanySOLE | COM | 2.30M | SH | $177.34M 2.16% | 2.06M | 0.00 | 243.83K |
Tyler Technologies, Inc.SOLE | COM | 405.69K | SH | $172.42M 2.10% | 349.80K | 0.00 | 55.90K |
Ensign Group, Inc.SOLE | COM | 1.35M | SH | $167.48M 2.04% | 1.11M | 0.00 | 234.81K |
Workiva, Inc.SOLE | COM | 1.95M | SH | $165.16M 2.02% | 1.63M | 0.00 | 321.74K |
Kinsale Capital Group, Inc.SOLE | COM | 311.66K | SH | $163.54M 2.00% | 260.18K | 0.00 | 51.48K |
SPS Commerce, Inc.SOLE | COM | 829.71K | SH | $153.41M 1.87% | 661.64K | 0.00 | 168.07K |
Paylocity Holding CorporationSOLE | COM | 869.63K | SH | $149.45M 1.82% | 698.60K | 0.00 | 171.03K |
Ansys, Inc.SOLE | COM | 405.56K | SH | $140.79M 1.72% | 349.43K | 0.00 | 56.13K |
Rollins, Inc.SOLE | COM | 3.01M | SH | $139.31M 1.70% | 2.63M | 0.00 | 376.18K |
Amazon.com, Inc.SOLE | COM | 732.50K | SH | $132.13M 1.61% | 730.63K | 0.00 | 1.86K |
BlackLine, Inc.SOLE | COM | 1.96M | SH | $126.66M 1.55% | 1.66M | 0.00 | 302.35K |
Guidewire Software, Inc.SOLE | COM | 1.08M | SH | $125.78M 1.53% | 886.78K | 0.00 | 190.89K |
Freshpet, Inc.SOLE | COM | 1.07M | SH | $123.45M 1.51% | 845.57K | 0.00 | 219.96K |
Paycom Software, Inc.SOLE | COM | 618.57K | SH | $123.10M 1.50% | 517.96K | 0.00 | 100.61K |
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