Filed: 10/15/2024ACC: 0001112325-24-000010
π What this filing means
RIVERBRIDGE PARTNERS LLC filed this quarterly 13FβHR report disclosing 182 equity positions with a total reported market value of $7.49B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
182
Positions
$7.49B
Total AUM (reported)
95.73M
Total Shares
Allocation by class
COM$7.45B99.5%
CEF$16.29M0.2%
NCEF$14.40M0.2%
BDC$3.13M0.0%
Portfolio Concentration
Top 3$742.14M9.9%
4β10$1.42B18.9%
11β25$1.96B26.1%
Rest$3.37B45.0%
Top 3 weight
9.9%
Top 10 weight
28.8%
Voting Authority Distribution
Total shares with voting rights: 95.73M
Sole
Full voting authority
78.72M
shares
% of voting shares82.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
17.02M
shares
% of voting shares17.8%
Investment Discretion (by position count)
Sole182
Shared0
Other0
Dominant voting typeSole Β· 82.2% of voting shares
Institutional Holdings182
Rows:
NVIDIA Corporation
SOLEShares2.06M
TypeSH
Market value$250.72M
3.35%
Sole
2.05M
Shared
0.00
None
13.35K
Microsoft Corporation
SOLEShares581.40K
TypeSH
Market value$250.18M
3.34%
Sole
577.78K
Shared
0.00
None
3.62K
Globant S.A.
SOLEShares1.22M
TypeSH
Market value$241.24M
3.22%
Sole
1.02M
Shared
0.00
None
198.29K
HEICO Corporation
SOLEShares911.93K
TypeSH
Market value$238.45M
3.18%
Sole
802.26K
Shared
0.00
None
109.67K
RB Global, Inc.
SOLEShares2.76M
TypeSH
Market value$222.34M
2.97%
Sole
2.31M
Shared
0.00
None
450.75K
Grand Canyon Education, Inc.
SOLEShares1.52M
TypeSH
Market value$216.00M
2.89%
Sole
1.25M
Shared
0.00
None
275.44K
Tyler Technologies, Inc.
SOLEShares355.09K
TypeSH
Market value$207.27M
2.77%
Sole
311.47K
Shared
0.00
None
43.62K
Medpace Holdings, Inc.
SOLEShares551.64K
TypeSH
Market value$184.14M
2.46%
Sole
456.37K
Shared
0.00
None
95.27K
Guidewire Software, Inc.
SOLEShares963.07K
TypeSH
Market value$176.18M
2.35%
Sole
790.94K
Shared
0.00
None
172.13K
Ensign Group, Inc.
SOLEShares1.20M
TypeSH
Market value$173.15M
2.31%
Sole
985.69K
Shared
0.00
None
218.28K
Kinsale Capital Group, Inc.
SOLEShares327.23K
TypeSH
Market value$152.35M
2.03%
Sole
265.28K
Shared
0.00
None
61.95K
Floor & Decor Holdings, Inc.
SOLEShares1.23M
TypeSH
Market value$152.21M
2.03%
Sole
1.01M
Shared
0.00
None
210.99K
Fastenal Company
SOLEShares2.13M
TypeSH
Market value$151.96M
2.03%
Sole
1.92M
Shared
0.00
None
208.78K
CoStar Group, Inc.
SOLEShares1.84M
TypeSH
Market value$138.96M
1.86%
Sole
1.67M
Shared
0.00
None
169.11K
Workiva, Inc.
SOLEShares1.75M
TypeSH
Market value$138.64M
1.85%
Sole
1.45M
Shared
0.00
None
300.04K
West Pharmaceutical Services,
SOLEShares456.75K
TypeSH
Market value$137.10M
1.83%
Sole
395.65K
Shared
0.00
None
61.10K
SPS Commerce, Inc.
SOLEShares701.98K
TypeSH
Market value$136.30M
1.82%
Sole
547.28K
Shared
0.00
None
154.70K
Amazon.com, Inc.
SOLEShares708.10K
TypeSH
Market value$131.94M
1.76%
Sole
703.36K
Shared
0.00
None
4.74K
Freshpet, Inc.
SOLEShares939.49K
TypeSH
Market value$128.49M
1.72%
Sole
728.76K
Shared
0.00
None
210.72K
Rollins, Inc.
SOLEShares2.52M
TypeSH
Market value$127.59M
1.70%
Sole
2.20M
Shared
0.00
None
317.89K
Paylocity Holding Corporation
SOLEShares772.35K
TypeSH
Market value$127.41M
1.70%
Sole
614.59K
Shared
0.00
None
157.76K
Ansys, Inc.
SOLEShares368.04K
TypeSH
Market value$117.27M
1.57%
Sole
320.49K
Shared
0.00
None
47.55K
Five Below, Inc.
SOLEShares1.30M
TypeSH
Market value$115.18M
1.54%
Sole
1.07M
Shared
0.00
None
234.11K
Exponent, Inc.
SOLEShares883.79K
TypeSH
Market value$101.88M
1.36%
Sole
681.82K
Shared
0.00
None
201.97K
ServiceNow, Inc.
SOLEShares111.81K
TypeSH
Market value$100.00M
1.34%
Sole
111.06K
Shared
0.00
None
744.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CorporationSOLE | COM | 2.06M | SH | $250.72M 3.35% | 2.05M | 0.00 | 13.35K |
Microsoft CorporationSOLE | COM | 581.40K | SH | $250.18M 3.34% | 577.78K | 0.00 | 3.62K |
Globant S.A.SOLE | COM | 1.22M | SH | $241.24M 3.22% | 1.02M | 0.00 | 198.29K |
HEICO CorporationSOLE | COM | 911.93K | SH | $238.45M 3.18% | 802.26K | 0.00 | 109.67K |
RB Global, Inc.SOLE | COM | 2.76M | SH | $222.34M 2.97% | 2.31M | 0.00 | 450.75K |
Grand Canyon Education, Inc.SOLE | COM | 1.52M | SH | $216.00M 2.89% | 1.25M | 0.00 | 275.44K |
Tyler Technologies, Inc.SOLE | COM | 355.09K | SH | $207.27M 2.77% | 311.47K | 0.00 | 43.62K |
Medpace Holdings, Inc.SOLE | COM | 551.64K | SH | $184.14M 2.46% | 456.37K | 0.00 | 95.27K |
Guidewire Software, Inc.SOLE | COM | 963.07K | SH | $176.18M 2.35% | 790.94K | 0.00 | 172.13K |
Ensign Group, Inc.SOLE | COM | 1.20M | SH | $173.15M 2.31% | 985.69K | 0.00 | 218.28K |
Kinsale Capital Group, Inc.SOLE | COM | 327.23K | SH | $152.35M 2.03% | 265.28K | 0.00 | 61.95K |
Floor & Decor Holdings, Inc.SOLE | COM | 1.23M | SH | $152.21M 2.03% | 1.01M | 0.00 | 210.99K |
Fastenal CompanySOLE | COM | 2.13M | SH | $151.96M 2.03% | 1.92M | 0.00 | 208.78K |
CoStar Group, Inc.SOLE | COM | 1.84M | SH | $138.96M 1.86% | 1.67M | 0.00 | 169.11K |
Workiva, Inc.SOLE | COM | 1.75M | SH | $138.64M 1.85% | 1.45M | 0.00 | 300.04K |
West Pharmaceutical Services,SOLE | COM | 456.75K | SH | $137.10M 1.83% | 395.65K | 0.00 | 61.10K |
SPS Commerce, Inc.SOLE | COM | 701.98K | SH | $136.30M 1.82% | 547.28K | 0.00 | 154.70K |
Amazon.com, Inc.SOLE | COM | 708.10K | SH | $131.94M 1.76% | 703.36K | 0.00 | 4.74K |
Freshpet, Inc.SOLE | COM | 939.49K | SH | $128.49M 1.72% | 728.76K | 0.00 | 210.72K |
Rollins, Inc.SOLE | COM | 2.52M | SH | $127.59M 1.70% | 2.20M | 0.00 | 317.89K |
Paylocity Holding CorporationSOLE | COM | 772.35K | SH | $127.41M 1.70% | 614.59K | 0.00 | 157.76K |
Ansys, Inc.SOLE | COM | 368.04K | SH | $117.27M 1.57% | 320.49K | 0.00 | 47.55K |
Five Below, Inc.SOLE | COM | 1.30M | SH | $115.18M 1.54% | 1.07M | 0.00 | 234.11K |
Exponent, Inc.SOLE | COM | 883.79K | SH | $101.88M 1.36% | 681.82K | 0.00 | 201.97K |
ServiceNow, Inc.SOLE | COM | 111.81K | SH | $100.00M 1.34% | 111.06K | 0.00 | 744.00 |
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