RIVERBRIDGE PARTNERS LLC
Long book
$4.09B
Q1 2026
Positions
192
Top-10 weight
32%
concentration
Last quarter
+9.6%
SPY +14.8%
Turnover
16%
of book per quarter
Strategy in plain words
auto-generated from filingsRIVERBRIDGE PARTNERS LLC is an institutional manager, running a $4.09B US long book across 192 positions.
The portfolio is moderately concentrated (top 10 ≈ 32% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: NVIDIA CORP, MICROSOFT CORP, FIVE BELOW, RB GLOBAL INC, GRAND CANYON EDUCATION INC.
Over the last 9 quarters its long book ran on average 4.5pp per quarter behind the S&P 500, beating the index in 2 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
-5.3%
Q2 2024
+6.3%
Q3 2024
+3.7%
Q4 2024
-9.4%
Q1 2025
+8.1%
Q2 2025
+1.1%
Q3 2025
-2.6%
Q4 2025
-11.4%
Q1 2026
+9.6%
Sector allocation
Technology 37%
Services media 15%
Healthcare 15%
Consumer discretionary 14%
Industrials 8%
Financials 3%
Other 3%
Materials 2%
Long book by quarter
What does RIVERBRIDGE PARTNERS own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 1.2M | $201.7M | 4.9% | -24.3% |
| MSFT MICROSOFT CORP | Technology | 459.8K | $170.2M | 4.2% | -6.8% |
| FIVE FIVE BELOW | Consumer discretionary | 572.3K | $130.8M | 3.2% | -29.7% |
| RBA RB GLOBAL INC | Services media | 1.3M | $122.2M | 3.0% | -15.1% |
| LOPE GRAND CANYON EDUCATION INC | Services media | 716.6K | $121.8M | 3.0% | -16.0% |
| AMZN AMAZON.COM INC | Consumer discretionary | 562.0K | $117.1M | 2.9% | -7.5% |
| ENSG ENSIGN GROUP INC/THE | Healthcare | 569.3K | $114.7M | 2.8% | -18.3% |
| MEDP MEDPACE HOLDINGS INC | Healthcare | 237.4K | $114.0M | 2.8% | -13.0% |
| HEI HEICO CORP | Industrials | 406.2K | $111.4M | 2.7% | -31.1% |
| ADI ANALOG DEVICES INC | Technology | 346.7K | $110.3M | 2.7% | -7.4% |
| FAST FASTENAL CO | Consumer discretionary | 2.2M | $103.1M | 2.5% | -6.7% |
| TYL TYLER TECHNOLOGIES INC | Technology | 256.4K | $87.8M | 2.1% | +7.4% |
| KNSL KINSALE CAPITAL GROUP INC | Financials | 246.2K | $84.1M | 2.1% | -8.3% |
| PRVA PRIVIA HEALTH GROUP INC | Healthcare | 3.9M | $80.6M | 2.0% | -14.5% |
| GOOGL ALPHABET INC-CL A | Technology | 267.9K | $77.0M | 1.9% | -11.2% |
| KAI KADANT INC | Industrials | 252.2K | $73.7M | 1.8% | +43.4% |
| ROL ROLLINS INC | Services media | 1.2M | $66.4M | 1.6% | -19.6% |
| WST WEST PHARMACEUTICAL SERVICES | Healthcare | 261.4K | $65.5M | 1.6% | -17.9% |
| SPGI S&P GLOBAL INC | Services media | 144.2K | $61.3M | 1.5% | -7.0% |
| GOOG ALPHABET INC-CL C | Technology | 210.2K | $60.3M | 1.5% | -9.0% |
| NOW SERVICENOW INC | Technology | 549.8K | $57.5M | 1.4% | +16.0% |
| VRSK VERISK ANALYTICS INC | Technology | 291.7K | $55.3M | 1.4% | -11.3% |
| FRPT FRESHPET INC | Consumer staples | 923.0K | $54.4M | 1.3% | -8.0% |
| VEEV VEEVA SYSTEMS INC-CLASS A | Technology | 307.7K | $54.1M | 1.3% | -6.8% |
| PCTY PAYLOCITY HOLDING CORP | Technology | 462.0K | $49.9M | 1.2% | -6.4% |
| CSGP COSTAR GROUP INC | Services media | 1.2M | $49.5M | 1.2% | -15.5% |
| WSO WATSCO INC | Consumer discretionary | 131.7K | $47.9M | 1.2% | +89.8% |
| GKOS GLAUKOS CORP | Healthcare | 433.2K | $46.6M | 1.1% | -19.0% |
| IDXX IDEXX LABORATORIES INC | Materials | 82.5K | $46.4M | 1.1% | -8.0% |
| TSLA TESLA INC | Industrials | 121.6K | $45.2M | 1.1% | -8.5% |
| NFLX NETFLIX INC | Services media | 463.6K | $44.6M | 1.1% | -8.0% |
| V VISA INC-CLASS A SHARES | Services media | 141.7K | $42.8M | 1.0% | -7.4% |
| DHR DANAHER CORP | Technology | 222.8K | $42.2M | 1.0% | -7.4% |
| LIN LINDE PLC | Materials | 80.8K | $40.0M | 1.0% | +736.5% |
| WK WORKIVA INC | Technology | 651.2K | $38.8M | 1.0% | -43.5% |
| CTAS CINTAS CORP | Other | 229.2K | $38.8M | 0.9% | +7.7% |
| SBUX STARBUCKS CORP | Consumer discretionary | 427.9K | $38.3M | 0.9% | -5.2% |
| CGNX COGNEX CORP | Technology | 715.3K | $35.0M | 0.9% | -17.5% |
| EXPO EXPONENT INC | Services media | 533.1K | $34.8M | 0.9% | -3.8% |
| GWRE GUIDEWIRE SOFTWARE INC | Technology | 229.5K | $34.3M | 0.8% | -7.8% |
| FND FLOOR & DECOR HOLDINGS INC-A | Consumer discretionary | 655.4K | $33.3M | 0.8% | -5.9% |
| DSGX DESCARTES SYSTEMS GRP/THE | Technology | 451.4K | $32.3M | 0.8% | -15.5% |
| UNH UNITEDHEALTH GROUP INC | Financials | 118.4K | $32.0M | 0.8% | -4.5% |
| TECH BIO-TECHNE CORP | Healthcare | 608.9K | $31.8M | 0.8% | -22.5% |
| GLOB GLOBANT SA | Technology | 687.8K | $31.7M | 0.8% | -10.5% |
| SSD SIMPSON MANUFACTURING CO INC | Industrials | 181.0K | $31.1M | 0.8% | -19.3% |
| CRM SALESFORCE INC | Technology | 165.3K | $30.8M | 0.8% | -7.4% |
| RGEN REPLIGEN CORP | Healthcare | 258.5K | $30.5M | 0.7% | -17.5% |
| CSW CSW INDUSTRIALS INC | Other | 115.7K | $30.1M | 0.7% | -11.3% |
| MSI MOTOROLA SOLUTIONS INC | Technology | 67.3K | $29.2M | 0.7% | -6.9% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 17, 2026 | 192 | $4.09B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 13, 2026 | 188 | $5.33B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 14, 2025 | 186 | $5.93B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 15, 2025 | 185 | $6.22B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 21, 2025 | 180 | $6.23B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 17, 2025 | 179 | $7.33B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 15, 2024 | 182 | $7.49B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 17, 2024 | 178 | $7.36B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 26, 2024 | 174 | $8.20B | canonical | SEC ↗ |
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