RIVERBRIDGE PARTNERS LLC

PrivateCIK: 1112325
Location

MINNEAPOLIS, MN

๐Ÿ“‹ What this filing means

RIVERBRIDGE PARTNERS LLC filed this quarterly 13Fโ€‘HR report disclosing 188 equity positions with a total reported market value of $5.33B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

188
Positions
$5.33B
Total AUM (reported)
69.13M
Total Shares

Allocation by class

TOTAL AUM$5.33B188 positions
COM$5.27B98.7%
CEF$32.26M0.6%
NCEF$19.59M0.4%
BDC$10.03M0.2%
REIT$4.08M0.1%
INTL$2.94M0.1%

Portfolio Concentration

Top 313.4%4โ€“1018.2%11โ€“2525.0%Rest43.4%TOP 1031.6%0%100%
Top 3$714.05M13.4%
4โ€“10$973.38M18.2%
11โ€“25$1.33B25.0%
Rest$2.32B43.4%

Top 3 weight

13.4%

Top 10 weight

31.6%

Voting Authority Distribution

Total shares with voting rights: 69.13M

Sole

Full voting authority

63.63M

shares

% of voting shares92.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

5.51M

shares

% of voting shares8.0%

Investment Discretion (by position count)

Sole188
Shared0
Other0
Dominant voting typeSole ยท 92.0% of voting shares
Institutional Holdings188
Rows:

NVIDIA Corporation

SOLE
COM
Shares1.53M
TypeSH
Market value$284.78M
5.34%
Sole
1.52M
Shared
0.00
None
9.03K

Microsoft Corporation

SOLE
COM
Shares493.16K
TypeSH
Market value$238.50M
4.47%
Sole
490.42K
Shared
0.00
None
2.74K

HEICO Corporation

SOLE
COM
Shares589.52K
TypeSH
Market value$190.76M
3.58%
Sole
564.03K
Shared
0.00
None
25.50K

RB Global, Inc.

SOLE
COM
Shares1.50M
TypeSH
Market value$154.45M
2.90%
Sole
1.40M
Shared
0.00
None
104.52K

Five Below, Inc.

SOLE
COM
Shares814.64K
TypeSH
Market value$153.45M
2.88%
Sole
746.47K
Shared
0.00
None
68.18K

Medpace Holdings, Inc.

SOLE
COM
Shares272.97K
TypeSH
Market value$153.31M
2.87%
Sole
251.30K
Shared
0.00
None
21.67K

Grand Canyon Education, Inc.

SOLE
COM
Shares853.11K
TypeSH
Market value$141.88M
2.66%
Sole
783.72K
Shared
0.00
None
69.39K

Amazon.com, Inc.

SOLE
COM
Shares607.77K
TypeSH
Market value$140.28M
2.63%
Sole
604.28K
Shared
0.00
None
3.48K

Ensign Group, Inc.

SOLE
COM
Shares696.51K
TypeSH
Market value$121.33M
2.27%
Sole
642.57K
Shared
0.00
None
53.94K

Privia Health Group, Inc.

SOLE
COM
Shares4.58M
TypeSH
Market value$108.68M
2.04%
Sole
4.19M
Shared
0.00
None
389.88K

Tyler Technologies, Inc.

SOLE
COM
Shares238.74K
TypeSH
Market value$108.38M
2.03%
Sole
225.46K
Shared
0.00
None
13.29K

Kinsale Capital Group, Inc.

SOLE
COM
Shares268.45K
TypeSH
Market value$105.00M
1.97%
Sole
246.21K
Shared
0.00
None
22.24K

Analog Devices, Inc.

SOLE
COM
Shares374.37K
TypeSH
Market value$101.53M
1.90%
Sole
372.38K
Shared
0.00
None
1.98K

Workiva, Inc.

SOLE
COM
Shares1.15M
TypeSH
Market value$99.48M
1.86%
Sole
1.05M
Shared
0.00
None
98.90K

CoStar Group, Inc.

SOLE
COM
Shares1.45M
TypeSH
Market value$97.67M
1.83%
Sole
1.38M
Shared
0.00
None
72.71K

Fastenal Company

SOLE
COM
Shares2.38M
TypeSH
Market value$95.57M
1.79%
Sole
2.37M
Shared
0.00
None
13.52K

Alphabet, Inc. Class A

SOLE
COM
Shares301.58K
TypeSH
Market value$94.39M
1.77%
Sole
299.77K
Shared
0.00
None
1.81K

Rollins, Inc.

SOLE
COM
Shares1.55M
TypeSH
Market value$92.77M
1.74%
Sole
1.45M
Shared
0.00
None
99.89K

West Pharmaceutical Services,

SOLE
COM
Shares318.61K
TypeSH
Market value$87.66M
1.64%
Sole
299.44K
Shared
0.00
None
19.18K

S&P Global, Inc.

SOLE
COM
Shares154.99K
TypeSH
Market value$81.00M
1.52%
Sole
154.15K
Shared
0.00
None
845.00

Paylocity Holding Corporation

SOLE
COM
Shares493.46K
TypeSH
Market value$75.25M
1.41%
Sole
441.68K
Shared
0.00
None
51.79K

Veeva Systems, Inc.

SOLE
COM
Shares330.14K
TypeSH
Market value$73.70M
1.38%
Sole
328.21K
Shared
0.00
None
1.93K

Verisk Analytics, Inc.

SOLE
COM
Shares328.83K
TypeSH
Market value$73.56M
1.38%
Sole
317.57K
Shared
0.00
None
11.26K

ServiceNow, Inc.

SOLE
COM
Shares473.84K
TypeSH
Market value$72.59M
1.36%
Sole
471.08K
Shared
0.00
None
2.76K

Alphabet, Inc. Class C

SOLE
COM
Shares230.86K
TypeSH
Market value$72.44M
1.36%
Sole
229.43K
Shared
0.00
None
1.44K
Page 1 of 8
โ€ฆ
RIVERBRIDGE PARTNERS LLC 13F Holdings โ€” 188 Positions | Finecho