Filed: 1/17/2025ACC: 0001112325-25-000005
๐ What this filing means
RIVERBRIDGE PARTNERS LLC filed this quarterly 13FโHR report disclosing 179 equity positions with a total reported market value of $7.33B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
179
Positions
$7.33B
Total AUM (reported)
88.26M
Total Shares
Allocation by class
COM$7.29B99.5%
CEF$15.07M0.2%
NCEF$12.43M0.2%
INTL$4.57M0.1%
BDC$3.95M0.1%
REIT$1.21M0.0%
Portfolio Concentration
Top 3$747.83M10.2%
4โ10$1.33B18.1%
11โ25$1.92B26.2%
Rest$3.33B45.4%
Top 3 weight
10.2%
Top 10 weight
28.3%
Voting Authority Distribution
Total shares with voting rights: 88.26M
Sole
Full voting authority
73.14M
shares
% of voting shares82.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
15.12M
shares
% of voting shares17.1%
Investment Discretion (by position count)
Sole179
Shared0
Other0
Dominant voting typeSole ยท 82.9% of voting shares
Institutional Holdings179
Rows:
NVIDIA Corporation
SOLEShares1.98M
TypeSH
Market value$265.66M
3.63%
Sole
1.97M
Shared
0.00
None
4.35K
Globant S.A.
SOLEShares1.14M
TypeSH
Market value$245.25M
3.35%
Sole
966.18K
Shared
0.00
None
177.62K
Microsoft Corporation
SOLEShares562.09K
TypeSH
Market value$236.92M
3.23%
Sole
560.91K
Shared
0.00
None
1.18K
Grand Canyon Education, Inc.
SOLEShares1.43M
TypeSH
Market value$234.06M
3.19%
Sole
1.18M
Shared
0.00
None
247.40K
HEICO Corporation
SOLEShares866.92K
TypeSH
Market value$206.10M
2.81%
Sole
770.60K
Shared
0.00
None
96.33K
RB Global, Inc.
SOLEShares2.23M
TypeSH
Market value$201.25M
2.75%
Sole
1.90M
Shared
0.00
None
329.05K
Tyler Technologies, Inc.
SOLEShares315.93K
TypeSH
Market value$182.18M
2.49%
Sole
283K
Shared
0.00
None
32.92K
Workiva, Inc.
SOLEShares1.65M
TypeSH
Market value$180.27M
2.46%
Sole
1.38M
Shared
0.00
None
269.78K
Medpace Holdings, Inc.
SOLEShares517.53K
TypeSH
Market value$171.94M
2.35%
Sole
432.05K
Shared
0.00
None
85.48K
Guidewire Software, Inc.
SOLEShares906.25K
TypeSH
Market value$152.77M
2.08%
Sole
751K
Shared
0.00
None
155.24K
Amazon.com, Inc.
SOLEShares683.58K
TypeSH
Market value$149.97M
2.05%
Sole
682.03K
Shared
0.00
None
1.54K
Ensign Group, Inc.
SOLEShares1.13M
TypeSH
Market value$149.94M
2.05%
Sole
932.03K
Shared
0.00
None
196.55K
Paylocity Holding Corporation
SOLEShares721.52K
TypeSH
Market value$143.92M
1.96%
Sole
579.35K
Shared
0.00
None
142.17K
West Pharmaceutical Services,
SOLEShares435.29K
TypeSH
Market value$142.58M
1.95%
Sole
381.77K
Shared
0.00
None
53.52K
Kinsale Capital Group, Inc.
SOLEShares306.38K
TypeSH
Market value$142.51M
1.94%
Sole
250.67K
Shared
0.00
None
55.72K
CoStar Group, Inc.
SOLEShares1.94M
TypeSH
Market value$139.16M
1.90%
Sole
1.74M
Shared
0.00
None
198.96K
Freshpet, Inc.
SOLEShares870.25K
TypeSH
Market value$128.89M
1.76%
Sole
678.71K
Shared
0.00
None
191.54K
Five Below, Inc.
SOLEShares1.20M
TypeSH
Market value$126.24M
1.72%
Sole
992.59K
Shared
0.00
None
210.16K
SPS Commerce, Inc.
SOLEShares651.60K
TypeSH
Market value$119.89M
1.64%
Sole
510.86K
Shared
0.00
None
140.74K
Ansys, Inc.
SOLEShares348.20K
TypeSH
Market value$117.46M
1.60%
Sole
306.12K
Shared
0.00
None
42.08K
Floor & Decor Holdings, Inc.
SOLEShares1.15M
TypeSH
Market value$114.83M
1.57%
Sole
963.05K
Shared
0.00
None
188.74K
Privia Health Group, Inc.
SOLEShares5.82M
TypeSH
Market value$113.87M
1.55%
Sole
4.71M
Shared
0.00
None
1.11M
ServiceNow, Inc.
SOLEShares107K
TypeSH
Market value$113.44M
1.55%
Sole
106.76K
Shared
0.00
None
241.00
Rollins, Inc.
SOLEShares2.40M
TypeSH
Market value$111.21M
1.52%
Sole
2.12M
Shared
0.00
None
278.35K
Paycom Software, Inc.
SOLEShares531.68K
TypeSH
Market value$108.98M
1.49%
Sole
456.82K
Shared
0.00
None
74.86K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CorporationSOLE | COM | 1.98M | SH | $265.66M 3.63% | 1.97M | 0.00 | 4.35K |
Globant S.A.SOLE | COM | 1.14M | SH | $245.25M 3.35% | 966.18K | 0.00 | 177.62K |
Microsoft CorporationSOLE | COM | 562.09K | SH | $236.92M 3.23% | 560.91K | 0.00 | 1.18K |
Grand Canyon Education, Inc.SOLE | COM | 1.43M | SH | $234.06M 3.19% | 1.18M | 0.00 | 247.40K |
HEICO CorporationSOLE | COM | 866.92K | SH | $206.10M 2.81% | 770.60K | 0.00 | 96.33K |
RB Global, Inc.SOLE | COM | 2.23M | SH | $201.25M 2.75% | 1.90M | 0.00 | 329.05K |
Tyler Technologies, Inc.SOLE | COM | 315.93K | SH | $182.18M 2.49% | 283K | 0.00 | 32.92K |
Workiva, Inc.SOLE | COM | 1.65M | SH | $180.27M 2.46% | 1.38M | 0.00 | 269.78K |
Medpace Holdings, Inc.SOLE | COM | 517.53K | SH | $171.94M 2.35% | 432.05K | 0.00 | 85.48K |
Guidewire Software, Inc.SOLE | COM | 906.25K | SH | $152.77M 2.08% | 751K | 0.00 | 155.24K |
Amazon.com, Inc.SOLE | COM | 683.58K | SH | $149.97M 2.05% | 682.03K | 0.00 | 1.54K |
Ensign Group, Inc.SOLE | COM | 1.13M | SH | $149.94M 2.05% | 932.03K | 0.00 | 196.55K |
Paylocity Holding CorporationSOLE | COM | 721.52K | SH | $143.92M 1.96% | 579.35K | 0.00 | 142.17K |
West Pharmaceutical Services,SOLE | COM | 435.29K | SH | $142.58M 1.95% | 381.77K | 0.00 | 53.52K |
Kinsale Capital Group, Inc.SOLE | COM | 306.38K | SH | $142.51M 1.94% | 250.67K | 0.00 | 55.72K |
CoStar Group, Inc.SOLE | COM | 1.94M | SH | $139.16M 1.90% | 1.74M | 0.00 | 198.96K |
Freshpet, Inc.SOLE | COM | 870.25K | SH | $128.89M 1.76% | 678.71K | 0.00 | 191.54K |
Five Below, Inc.SOLE | COM | 1.20M | SH | $126.24M 1.72% | 992.59K | 0.00 | 210.16K |
SPS Commerce, Inc.SOLE | COM | 651.60K | SH | $119.89M 1.64% | 510.86K | 0.00 | 140.74K |
Ansys, Inc.SOLE | COM | 348.20K | SH | $117.46M 1.60% | 306.12K | 0.00 | 42.08K |
Floor & Decor Holdings, Inc.SOLE | COM | 1.15M | SH | $114.83M 1.57% | 963.05K | 0.00 | 188.74K |
Privia Health Group, Inc.SOLE | COM | 5.82M | SH | $113.87M 1.55% | 4.71M | 0.00 | 1.11M |
ServiceNow, Inc.SOLE | COM | 107K | SH | $113.44M 1.55% | 106.76K | 0.00 | 241.00 |
Rollins, Inc.SOLE | COM | 2.40M | SH | $111.21M 1.52% | 2.12M | 0.00 | 278.35K |
Paycom Software, Inc.SOLE | COM | 531.68K | SH | $108.98M 1.49% | 456.82K | 0.00 | 74.86K |
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