Filed: 7/17/2024ACC: 0001112325-24-000008
📋 What this filing means
RIVERBRIDGE PARTNERS LLC filed this quarterly 13F‑HR report disclosing 178 equity positions with a total reported market value of $7.36B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
178
Positions
$7.36B
Total AUM (reported)
100M
Total Shares
Allocation by class
COM$7.33B99.6%
CEF$14.64M0.2%
NCEF$14.61M0.2%
BDC$3.15M0.0%
Portfolio Concentration
Top 3$751.21M10.2%
4–10$1.41B19.1%
11–25$1.94B26.4%
Rest$3.26B44.3%
Top 3 weight
10.2%
Top 10 weight
29.3%
Voting Authority Distribution
Total shares with voting rights: 100M
Sole
Full voting authority
82.67M
shares
% of voting shares82.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
17.33M
shares
% of voting shares17.3%
Investment Discretion (by position count)
Sole178
Shared0
Other0
Dominant voting typeSole · 82.7% of voting shares
Institutional Holdings178
Rows:
Microsoft Corporation
SOLEShares590.48K
TypeSH
Market value$263.92M
3.59%
Sole
588.96K
Shared
0.00
None
1.53K
NVIDIA Corporation
SOLEShares2.09M
TypeSH
Market value$258.73M
3.52%
Sole
2.09M
Shared
0.00
None
5.60K
Globant S.A.
SOLEShares1.28M
TypeSH
Market value$228.57M
3.11%
Sole
1.07M
Shared
0.00
None
207.51K
Grand Canyon Education, Inc.
SOLEShares1.61M
TypeSH
Market value$225.88M
3.07%
Sole
1.32M
Shared
0.00
None
289.58K
HEICO Corporation
SOLEShares1M
TypeSH
Market value$223.81M
3.04%
Sole
868.39K
Shared
0.00
None
132.50K
RB Global, Inc.
SOLEShares2.90M
TypeSH
Market value$221.09M
3.00%
Sole
2.44M
Shared
0.00
None
451.26K
Medpace Holdings, Inc.
SOLEShares536K
TypeSH
Market value$220.75M
3.00%
Sole
449.95K
Shared
0.00
None
86.04K
Tyler Technologies, Inc.
SOLEShares391.59K
TypeSH
Market value$196.88M
2.68%
Sole
340.24K
Shared
0.00
None
51.35K
West Pharmaceutical Services,
SOLEShares486.94K
TypeSH
Market value$160.39M
2.18%
Sole
418.77K
Shared
0.00
None
68.16K
Ensign Group, Inc.
SOLEShares1.27M
TypeSH
Market value$157.59M
2.14%
Sole
1.05M
Shared
0.00
None
227.32K
Five Below, Inc.
SOLEShares1.38M
TypeSH
Market value$150.15M
2.04%
Sole
1.13M
Shared
0.00
None
243.10K
SPS Commerce, Inc.
SOLEShares771.60K
TypeSH
Market value$145.18M
1.97%
Sole
608.88K
Shared
0.00
None
162.72K
CoStar Group, Inc.
SOLEShares1.93M
TypeSH
Market value$142.90M
1.94%
Sole
1.74M
Shared
0.00
None
186.37K
Rollins, Inc.
SOLEShares2.93M
TypeSH
Market value$142.78M
1.94%
Sole
2.57M
Shared
0.00
None
355.28K
Guidewire Software, Inc.
SOLEShares1.02M
TypeSH
Market value$141.08M
1.92%
Sole
843.11K
Shared
0.00
None
180.02K
Fastenal Company
SOLEShares2.24M
TypeSH
Market value$140.65M
1.91%
Sole
2.01M
Shared
0.00
None
231.04K
Amazon.com, Inc.
SOLEShares719.51K
TypeSH
Market value$139.05M
1.89%
Sole
717.50K
Shared
0.00
None
2.02K
Workiva, Inc.
SOLEShares1.83M
TypeSH
Market value$133.55M
1.81%
Sole
1.52M
Shared
0.00
None
307.51K
Floor & Decor Holdings, Inc.
SOLEShares1.30M
TypeSH
Market value$129.21M
1.76%
Sole
1.08M
Shared
0.00
None
222.84K
Freshpet, Inc.
SOLEShares993.50K
TypeSH
Market value$128.55M
1.75%
Sole
778.64K
Shared
0.00
None
214.86K
Ansys, Inc.
SOLEShares391.93K
TypeSH
Market value$126.00M
1.71%
Sole
340.24K
Shared
0.00
None
51.68K
Kinsale Capital Group, Inc.
SOLEShares294.88K
TypeSH
Market value$113.61M
1.54%
Sole
244.82K
Shared
0.00
None
50.06K
Paylocity Holding Corporation
SOLEShares812.19K
TypeSH
Market value$107.09M
1.46%
Sole
646.74K
Shared
0.00
None
165.45K
Verisk Analytics, Inc.
SOLEShares386.92K
TypeSH
Market value$104.29M
1.42%
Sole
349.98K
Shared
0.00
None
36.94K
Analog Devices, Inc.
SOLEShares441.93K
TypeSH
Market value$100.88M
1.37%
Sole
440.81K
Shared
0.00
None
1.12K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorporationSOLE | COM | 590.48K | SH | $263.92M 3.59% | 588.96K | 0.00 | 1.53K |
NVIDIA CorporationSOLE | COM | 2.09M | SH | $258.73M 3.52% | 2.09M | 0.00 | 5.60K |
Globant S.A.SOLE | COM | 1.28M | SH | $228.57M 3.11% | 1.07M | 0.00 | 207.51K |
Grand Canyon Education, Inc.SOLE | COM | 1.61M | SH | $225.88M 3.07% | 1.32M | 0.00 | 289.58K |
HEICO CorporationSOLE | COM | 1M | SH | $223.81M 3.04% | 868.39K | 0.00 | 132.50K |
RB Global, Inc.SOLE | COM | 2.90M | SH | $221.09M 3.00% | 2.44M | 0.00 | 451.26K |
Medpace Holdings, Inc.SOLE | COM | 536K | SH | $220.75M 3.00% | 449.95K | 0.00 | 86.04K |
Tyler Technologies, Inc.SOLE | COM | 391.59K | SH | $196.88M 2.68% | 340.24K | 0.00 | 51.35K |
West Pharmaceutical Services,SOLE | COM | 486.94K | SH | $160.39M 2.18% | 418.77K | 0.00 | 68.16K |
Ensign Group, Inc.SOLE | COM | 1.27M | SH | $157.59M 2.14% | 1.05M | 0.00 | 227.32K |
Five Below, Inc.SOLE | COM | 1.38M | SH | $150.15M 2.04% | 1.13M | 0.00 | 243.10K |
SPS Commerce, Inc.SOLE | COM | 771.60K | SH | $145.18M 1.97% | 608.88K | 0.00 | 162.72K |
CoStar Group, Inc.SOLE | COM | 1.93M | SH | $142.90M 1.94% | 1.74M | 0.00 | 186.37K |
Rollins, Inc.SOLE | COM | 2.93M | SH | $142.78M 1.94% | 2.57M | 0.00 | 355.28K |
Guidewire Software, Inc.SOLE | COM | 1.02M | SH | $141.08M 1.92% | 843.11K | 0.00 | 180.02K |
Fastenal CompanySOLE | COM | 2.24M | SH | $140.65M 1.91% | 2.01M | 0.00 | 231.04K |
Amazon.com, Inc.SOLE | COM | 719.51K | SH | $139.05M 1.89% | 717.50K | 0.00 | 2.02K |
Workiva, Inc.SOLE | COM | 1.83M | SH | $133.55M 1.81% | 1.52M | 0.00 | 307.51K |
Floor & Decor Holdings, Inc.SOLE | COM | 1.30M | SH | $129.21M 1.76% | 1.08M | 0.00 | 222.84K |
Freshpet, Inc.SOLE | COM | 993.50K | SH | $128.55M 1.75% | 778.64K | 0.00 | 214.86K |
Ansys, Inc.SOLE | COM | 391.93K | SH | $126.00M 1.71% | 340.24K | 0.00 | 51.68K |
Kinsale Capital Group, Inc.SOLE | COM | 294.88K | SH | $113.61M 1.54% | 244.82K | 0.00 | 50.06K |
Paylocity Holding CorporationSOLE | COM | 812.19K | SH | $107.09M 1.46% | 646.74K | 0.00 | 165.45K |
Verisk Analytics, Inc.SOLE | COM | 386.92K | SH | $104.29M 1.42% | 349.98K | 0.00 | 36.94K |
Analog Devices, Inc.SOLE | COM | 441.93K | SH | $100.88M 1.37% | 440.81K | 0.00 | 1.12K |
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