Filed: 4/21/2025ACC: 0001112325-25-000009
๐ What this filing means
RIVERBRIDGE PARTNERS LLC filed this quarterly 13FโHR report disclosing 180 equity positions with a total reported market value of $6.23B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
180
Positions
$6.23B
Total AUM (reported)
82.92M
Total Shares
Allocation by class
COM$6.20B99.4%
CEF$16.93M0.3%
NCEF$13.91M0.2%
BDC$3.72M0.1%
INTL$2.50M0.0%
REIT$1.25M0.0%
Portfolio Concentration
Top 3$643.02M10.3%
4โ10$1.16B18.7%
11โ25$1.60B25.7%
Rest$2.83B45.3%
Top 3 weight
10.3%
Top 10 weight
29.0%
Voting Authority Distribution
Total shares with voting rights: 82.92M
Sole
Full voting authority
71.97M
shares
% of voting shares86.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
10.95M
shares
% of voting shares13.2%
Investment Discretion (by position count)
Sole180
Shared0
Other0
Dominant voting typeSole ยท 86.8% of voting shares
Institutional Holdings180
Rows:
Grand Canyon Education, Inc.
SOLEShares1.27M
TypeSH
Market value$219.48M
3.52%
Sole
1.10M
Shared
0.00
None
166.28K
HEICO Corporation
SOLEShares806.31K
TypeSH
Market value$215.44M
3.46%
Sole
742.16K
Shared
0.00
None
64.15K
NVIDIA Corporation
SOLEShares1.92M
TypeSH
Market value$208.10M
3.34%
Sole
1.92M
Shared
0.00
None
4.07K
Microsoft Corporation
SOLEShares550.28K
TypeSH
Market value$206.57M
3.31%
Sole
549.19K
Shared
0.00
None
1.10K
RB Global, Inc.
SOLEShares2.05M
TypeSH
Market value$205.86M
3.30%
Sole
1.82M
Shared
0.00
None
232.43K
Tyler Technologies, Inc.
SOLEShares301.67K
TypeSH
Market value$175.39M
2.81%
Sole
277.15K
Shared
0.00
None
24.52K
CoStar Group, Inc.
SOLEShares1.87M
TypeSH
Market value$147.87M
2.37%
Sole
1.73M
Shared
0.00
None
139.44K
Medpace Holdings, Inc.
SOLEShares481.13K
TypeSH
Market value$146.59M
2.35%
Sole
420.52K
Shared
0.00
None
60.61K
Kinsale Capital Group, Inc.
SOLEShares290.82K
TypeSH
Market value$141.54M
2.27%
Sole
251.37K
Shared
0.00
None
39.45K
Ensign Group, Inc.
SOLEShares1.07M
TypeSH
Market value$138.86M
2.23%
Sole
933.80K
Shared
0.00
None
139.27K
Paylocity Holding Corporation
SOLEShares700.36K
TypeSH
Market value$131.21M
2.10%
Sole
593.64K
Shared
0.00
None
106.72K
Amazon.com, Inc.
SOLEShares672.83K
TypeSH
Market value$128.01M
2.05%
Sole
671.38K
Shared
0.00
None
1.44K
Globant S.A.
SOLEShares1.06M
TypeSH
Market value$124.32M
1.99%
Sole
929.96K
Shared
0.00
None
126.11K
Privia Health Group, Inc.
SOLEShares5.52M
TypeSH
Market value$123.87M
1.99%
Sole
4.73M
Shared
0.00
None
787.18K
Rollins, Inc.
SOLEShares2.27M
TypeSH
Market value$122.82M
1.97%
Sole
2.08M
Shared
0.00
None
195.31K
Workiva, Inc.
SOLEShares1.54M
TypeSH
Market value$116.63M
1.87%
Sole
1.34M
Shared
0.00
None
197.27K
Paycom Software, Inc.
SOLEShares506.85K
TypeSH
Market value$110.74M
1.78%
Sole
454.32K
Shared
0.00
None
52.52K
Ansys, Inc.
SOLEShares330.73K
TypeSH
Market value$104.69M
1.68%
Sole
299.38K
Shared
0.00
None
31.35K
Fastenal Company
SOLEShares1.34M
TypeSH
Market value$104.08M
1.67%
Sole
1.34M
Shared
0.00
None
2.62K
Verisk Analytics, Inc.
SOLEShares332.56K
TypeSH
Market value$98.98M
1.59%
Sole
312.15K
Shared
0.00
None
20.41K
West Pharmaceutical Services,
SOLEShares408.41K
TypeSH
Market value$91.43M
1.47%
Sole
370.83K
Shared
0.00
None
37.58K
S&P Global, Inc.
SOLEShares172.25K
TypeSH
Market value$87.52M
1.40%
Sole
171.90K
Shared
0.00
None
352.00
Veeva Systems, Inc.
SOLEShares370.93K
TypeSH
Market value$85.92M
1.38%
Sole
370.17K
Shared
0.00
None
761.00
Freshpet, Inc.
SOLEShares1.03M
TypeSH
Market value$85.40M
1.37%
Sole
842.23K
Shared
0.00
None
184.59K
Floor & Decor Holdings, Inc.
SOLEShares1.06M
TypeSH
Market value$85.35M
1.37%
Sole
927.13K
Shared
0.00
None
133.56K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Grand Canyon Education, Inc.SOLE | COM | 1.27M | SH | $219.48M 3.52% | 1.10M | 0.00 | 166.28K |
HEICO CorporationSOLE | COM | 806.31K | SH | $215.44M 3.46% | 742.16K | 0.00 | 64.15K |
NVIDIA CorporationSOLE | COM | 1.92M | SH | $208.10M 3.34% | 1.92M | 0.00 | 4.07K |
Microsoft CorporationSOLE | COM | 550.28K | SH | $206.57M 3.31% | 549.19K | 0.00 | 1.10K |
RB Global, Inc.SOLE | COM | 2.05M | SH | $205.86M 3.30% | 1.82M | 0.00 | 232.43K |
Tyler Technologies, Inc.SOLE | COM | 301.67K | SH | $175.39M 2.81% | 277.15K | 0.00 | 24.52K |
CoStar Group, Inc.SOLE | COM | 1.87M | SH | $147.87M 2.37% | 1.73M | 0.00 | 139.44K |
Medpace Holdings, Inc.SOLE | COM | 481.13K | SH | $146.59M 2.35% | 420.52K | 0.00 | 60.61K |
Kinsale Capital Group, Inc.SOLE | COM | 290.82K | SH | $141.54M 2.27% | 251.37K | 0.00 | 39.45K |
Ensign Group, Inc.SOLE | COM | 1.07M | SH | $138.86M 2.23% | 933.80K | 0.00 | 139.27K |
Paylocity Holding CorporationSOLE | COM | 700.36K | SH | $131.21M 2.10% | 593.64K | 0.00 | 106.72K |
Amazon.com, Inc.SOLE | COM | 672.83K | SH | $128.01M 2.05% | 671.38K | 0.00 | 1.44K |
Globant S.A.SOLE | COM | 1.06M | SH | $124.32M 1.99% | 929.96K | 0.00 | 126.11K |
Privia Health Group, Inc.SOLE | COM | 5.52M | SH | $123.87M 1.99% | 4.73M | 0.00 | 787.18K |
Rollins, Inc.SOLE | COM | 2.27M | SH | $122.82M 1.97% | 2.08M | 0.00 | 195.31K |
Workiva, Inc.SOLE | COM | 1.54M | SH | $116.63M 1.87% | 1.34M | 0.00 | 197.27K |
Paycom Software, Inc.SOLE | COM | 506.85K | SH | $110.74M 1.78% | 454.32K | 0.00 | 52.52K |
Ansys, Inc.SOLE | COM | 330.73K | SH | $104.69M 1.68% | 299.38K | 0.00 | 31.35K |
Fastenal CompanySOLE | COM | 1.34M | SH | $104.08M 1.67% | 1.34M | 0.00 | 2.62K |
Verisk Analytics, Inc.SOLE | COM | 332.56K | SH | $98.98M 1.59% | 312.15K | 0.00 | 20.41K |
West Pharmaceutical Services,SOLE | COM | 408.41K | SH | $91.43M 1.47% | 370.83K | 0.00 | 37.58K |
S&P Global, Inc.SOLE | COM | 172.25K | SH | $87.52M 1.40% | 171.90K | 0.00 | 352.00 |
Veeva Systems, Inc.SOLE | COM | 370.93K | SH | $85.92M 1.38% | 370.17K | 0.00 | 761.00 |
Freshpet, Inc.SOLE | COM | 1.03M | SH | $85.40M 1.37% | 842.23K | 0.00 | 184.59K |
Floor & Decor Holdings, Inc.SOLE | COM | 1.06M | SH | $85.35M 1.37% | 927.13K | 0.00 | 133.56K |
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