RIVERBRIDGE PARTNERS LLC
CIK: 0001112325SEC EDGAR →
Portfolio Value
$5.3B
Holdings
188
As of
Q4 2025
New Positions
12
Closed Positions
11
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA Corporation | 1,526,980 | $284.8M | 5.34% |
| 2 | Microsoft Corporation | 493,162 | $238.5M | 4.47% |
| 3 | HEICO Corporation | 589,525 | $190.8M | 3.58% |
| 4 | RB Global, Inc. | 1,501,366 | $154.4M | 2.90% |
| 5 | Five Below, Inc. | 814,643 | $153.4M | 2.88% |
| 6 | Medpace Holdings, Inc. | 272,969 | $153.3M | 2.87% |
| 7 | Grand Canyon Education, Inc. | 853,107 | $141.9M | 2.66% |
| 8 | Amazon.com, Inc. | 607,766 | $140.3M | 2.63% |
| 9 | Ensign Group, Inc. | 696,510 | $121.3M | 2.27% |
| 10 | Privia Health Group, Inc. | 4,583,590 | $108.7M | 2.04% |
Quarterly Changes
Top Buys
New Positions (16)
$18.8M · 277K shares
$4.5M · 7K shares
$2.1M · 146K shares
$1.3M · 211K shares
$1.3M · 94K shares
$1.3M · 17K shares
$1.2M · 6K shares
$1.2M · 105K shares
$1.1M · 8K shares
$370K · 783 shares
$248K · 5K shares
$234K · 2K shares
$221K · 1K shares
$205K · 5K shares
$205K · 8K shares
$203K · 360 shares
Closed Positions (14)
$16.2B · 1.2M shares
$11.8B · 1.1M shares
$1.2B · 4K shares
$919.3M · 41K shares
$511.9M · 5K shares
$496.9M · 9K shares
$482.1M · 44K shares
$425.1M · 41K shares
$305.1M · 32K shares
$252.5M · 25K shares
$206.5M · 2K shares
$203.7M · 7K shares
$91.8M · 11K shares
Unicharm Corporation Sponsored
$71.2M · 22K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 58 | $1.8B | 33.0% |
| Healthcare | 25 | $1.0B | 19.2% |
| Industrials | 20 | $818.6M | 15.3% |
| Consumer Cyclical | 13 | $609.6M | 11.4% |
| Financial Services | 40 | $413.4M | 7.7% |
| Unknown | 19 | $316.0M | 5.9% |
| Communication Services | 3 | $214.1M | 4.0% |
| Real Estate | 3 | $101.2M | 1.9% |
| Consumer Defensive | 4 | $67.1M | 1.3% |
| Basic Materials | 2 | $7.6M | 0.1% |
| Energy | 1 | $240K | 0.0% |