Riverbridge Partners LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 13, 2026), Riverbridge Partners LLC reported 198 stock positions worth $3.6 billion. Its top holding was Nvidia (NVDA) at 5.6% of the portfolio, followed by Microsoft (MSFT, 4.3%) and Heico (HEI, 3.6%). Compared with Q1 2026, it opened 17 new positions, sold out of 11, added to 38 and reduced 124. The biggest buy was a new position in Eaton (ETN) and the biggest sale Five Below (FIVE, shares −25%).
- Most Recent 13F
- Q2 2026
- Location
- MINNEAPOLIS, MN
- CIK
- 0001112325
- Portfolio Value
- $3.6B (Q2 2026)
- SEC Filing
- 0001112325-26-000005 ↗ filed Jul 13, 2026
Holdings Value
Holdings 198 stocks · $3.6B
| NVDA Nvidia Corp. | 5.58% | 998,902 | $199.9M | Reduce -13.6% |
| MSFT Microsoft Corp. | 4.31% | 413,524 | $154.3M | Reduce -10.1% |
| HEI Heico Corp. | 3.59% | 361,213 | $128.7M | Reduce -11.1% |
| AMZN Amazon.com Inc. | 3.36% | 504,618 | $120.3M | Reduce -10.2% |
| RBA RB Global Inc. | 3.34% | 1,027,992 | $119.7M | Reduce -19.4% |
| ADI Analog Devices Inc. | 3.28% | 295,295 | $117.3M | Reduce -14.8% |
| MEDP Medpace Holdings Inc. | 2.72% | 183,941 | $97.4M | Reduce -22.5% |
| FAST Fastenal Co. | 2.68% | 2,001,710 | $96.1M | Reduce -9.9% |
| GOOGL Alphabet Inc. Class A | 2.39% | 239,570 | $85.6M | Reduce -10.6% |
| WST West Pharmaceutical Services | 2.33% | 232,514 | $83.5M | Reduce -11.1% |
| LOPE Grand Canyon Education Inc. | 2.22% | 555,692 | $79.5M | Reduce -22.4% |
| PRVA Privia Health Group Inc. | 2.15% | 2,998,597 | $77.2M | Reduce -23.5% |
| FIVE Five Below | 2.15% | 428,994 | $77.1M | Reduce -25.0% |
| TYL Tyler Technologies Inc. | 2.05% | 251,422 | $73.5M | Reduce -1.9% |
| ENSG The Ensign Group Inc. | 1.97% | 440,086 | $70.5M | Reduce -22.7% |
| GOOG Alphabet Inc. Class C | 1.87% | 189,147 | $66.8M | Reduce -10.0% |
| KNSL Kinsale Capital Group Inc. | 1.71% | 185,530 | $61.2M | Reduce -24.6% |
| KAI Kadant Inc. | 1.71% | 194,573 | $61.1M | Reduce -22.9% |
| VEEV Veeva Systems Inc. Class A | 1.55% | 313,378 | $55.6M | Add +1.8% |
| SPGI S&P Global Inc. | 1.48% | 129,844 | $52.9M | Reduce -10.0% |
| WSO Watsco Inc. | 1.40% | 120,334 | $50.1M | Reduce -8.7% |
| VRSK Verisk Analytics Inc. | 1.37% | 272,866 | $49.0M | Reduce -6.5% |
| NOW ServiceNow Inc. | 1.36% | 490,814 | $48.7M | Reduce -10.7% |
| ROL Rollins Inc. | 1.31% | 1,126,020 | $47.0M | Reduce -9.4% |
| TSLA Tesla Inc. | 1.27% | 107,923 | $45.4M | Reduce -11.3% |
| UNH Unitedhealth Group Inc. | 1.25% | 107,378 | $44.6M | Reduce -9.3% |
| V Visa Inc. Class A | 1.22% | 126,874 | $43.5M | Reduce -10.4% |
| DHR Danaher Corp. | 1.19% | 223,404 | $42.6M | Add +0.3% |
| FRPT Freshpet Inc. | 1.11% | 675,318 | $39.9M | Reduce -26.8% |
| SBUX Starbucks Corp. | 1.10% | 386,968 | $39.5M | Reduce -9.6% |
| GKOS Glaukos Corp. | 1.10% | 282,089 | $39.4M | Reduce -34.9% |
| IDXX Idexx Laboratories Inc. | 1.08% | 73,440 | $38.7M | Reduce -11.0% |
| LIN Linde PLC | 1.07% | 73,993 | $38.4M | Reduce -8.4% |
| CTAS Cintas Corp. | 1.06% | 222,153 | $37.8M | Reduce -3.1% |
| PCTY Paylocity Holding Corp. | 0.96% | 328,366 | $34.3M | Reduce -28.9% |
| GWRE Guidewire Software Inc. | 0.92% | 266,959 | $32.8M | Add +16.3% |
| CGNX Cognex Corp. | 0.90% | 444,577 | $32.2M | Reduce -37.9% |
| FND Floor & Decor Holdings Inc. Class A | 0.87% | 524,882 | $31.2M | Reduce -19.9% |
| CSGP Costar Group Inc. | 0.86% | 1,091,535 | $30.9M | Reduce -11.1% |
| TECH Bio-Techne Corp. | 0.86% | 436,507 | $30.8M | Reduce -28.3% |
| FICO Fair Isaac Corp. | 0.83% | 24,897 | $29.7M | Reduce -7.5% |
| NFLX Netflix Inc. | 0.82% | 410,274 | $29.3M | Reduce -11.5% |
| AAON Aaon Inc. | 0.74% | 208,611 | $26.5M | Reduce -31.0% |
| SSD Simpson Manufacturing Co. Inc. | 0.73% | 124,379 | $26.0M | Reduce -31.3% |
| SNPS Synopsys Inc. | 0.70% | 56,481 | $25.2M | Add +15.0% |
| MSI Motorola Solutions Inc. | 0.70% | 60,313 | $25.0M | Reduce -10.3% |
| ENTG Entegris Inc. | 0.69% | 137,455 | $24.7M | Reduce -35.6% |
| RGEN Repligen Corp. | 0.66% | 172,507 | $23.5M | Reduce -33.3% |
| BROS Dutch Bros Inc. Class A | 0.64% | 317,628 | $22.8M | Reduce -37.9% |
| GLOB Globant SA | 0.62% | 769,815 | $22.3M | Add +11.9% |
| WK Workiva Inc. | 0.59% | 436,284 | $21.2M | Reduce -33.0% |
| EXPO Exponent Inc. | 0.59% | 359,934 | $21.1M | Reduce -32.5% |
| RIVBX Riverbridge Growth-Inst | 0.59% | 784,937 | $21.0M | Reduce -6.7% |
| CSW CSW Industrials Inc. | 0.57% | 73,442 | $20.4M | Reduce -36.5% |
| DSGX The Descartes Systems Grp | 0.56% | 291,102 | $20.2M | Reduce -35.5% |
| SAP Sap SE-Sponsored ADR | 0.54% | 125,736 | $19.4M | Reduce -9.5% |
| TRNS Transcat Inc. | 0.52% | 202,389 | $18.8M | Reduce -34.8% |
| AGYS Agilysys Inc. | 0.52% | 179,573 | $18.8M | Reduce -29.9% |
| ALRM Alarm.com Holdings Inc. | 0.52% | 394,872 | $18.4M | Reduce -33.4% |
| FWRG First Watch Restaurant Group | 0.49% | 1,348,632 | $17.4M | Reduce -35.5% |
| CRM Salesforce Inc. | 0.44% | 101,205 | $15.9M | Reduce -38.8% |
| CCC CCC Intelligent Solutions Ho | 0.42% | 2,907,042 | $15.0M | Reduce -35.1% |
| OPCH Option Care Health Inc. | 0.38% | 650,568 | $13.6M | Reduce -33.9% |
| ACVA Acv Auctions Inc. Class A | 0.37% | 1,839,453 | $13.2M | Reduce -31.6% |
| CRL Charles River Laboratories | 0.36% | 56,703 | $12.9M | Reduce -11.1% |
| LOAR Loar Holdings Inc. | 0.34% | 153,080 | $12.3M | Reduce -40.8% |
| CASY Casey's General Stores Inc. | 0.34% | 15,224 | $12.1M | Reduce -13.6% |
| PNTG The Pennant Group Inc. | 0.33% | 315,832 | $11.7M | Reduce -52.2% |
| POWI Power Integrations Inc. | 0.32% | 138,538 | $11.6M | Reduce -58.8% |
| ETN Eaton Corp. PLC | 0.32% | 26,919 | $11.5M | New |
| RBC RBC Bearings Inc. | 0.32% | 17,797 | $11.5M | Reduce -12.7% |
| TOST Toast Inc. Class A | 0.31% | 399,492 | $11.1M | Reduce -13.1% |
| BOOT Boot Barn Holdings Inc. | 0.31% | 67,475 | $11.1M | New |
| STVN Stevanato Group SPA | 0.30% | 600,514 | $10.9M | Reduce -10.8% |
| DV Doubleverify Holdings Inc. | 0.29% | 972,989 | $10.5M | Reduce -32.6% |
| GRDN Guardian Phrmcy Services-A | 0.29% | 244,585 | $10.2M | New |
| HLMN Hillman Solutions Corp. | 0.28% | 1,202,992 | $10.2M | Reduce -41.5% |
| CWST Casella Waste Systems Inc. Class A | 0.28% | 102,979 | $10.0M | Reduce -40.5% |
| AAPL Apple Inc. | 0.25% | 31,263 | $9.0M | Reduce -1.9% |
| LMAT Lemaitre Vascular Inc. | 0.24% | 88,467 | $8.5M | Reduce -16.2% |
| APPF Appfolio Inc. Class A | 0.23% | 50,837 | $8.2M | Reduce -42.3% |
| PI Impinj Inc. | 0.22% | 56,028 | $8.0M | New |
| TWFG TWFG Inc. | 0.22% | 332,658 | $8.0M | Reduce -39.5% |
| WHD Cactus Inc. Class A | 0.22% | 152,967 | $7.8M | New |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.21% | 54,164 | $7.5M | Reduce -14.1% |
| ALGN Align Technology Inc. | 0.20% | 41,537 | $7.0M | Reduce -13.3% |
| IVV iShares Core S&P 500 ETF | 0.18% | 8,512 | $6.4M | Reduce -47.9% |
| BBSI Barrett Business SVCS Inc. | 0.17% | 171,205 | $6.1M | Reduce -39.8% |
| DOCS Doximity Inc. Class A | 0.16% | 281,219 | $5.8M | Reduce -42.6% |
| GSHD Goosehead Insurance Inc. Class A | 0.16% | 115,819 | $5.6M | Reduce -40.9% |
| GDYN Grid Dynamics Holdings Inc. | 0.16% | 986,450 | $5.6M | Reduce -30.9% |
| VXF Vanguard Extended Market ETF | 0.15% | 22,413 | $5.5M | Reduce -5.1% |
| VFIAX Vanguard 500 Index-Adm | 0.14% | 7,181 | $5.0M | Reduce -0.0% |
| ECL Ecolab Inc. | 0.10% | 13,173 | $3.7M | Reduce -1.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.10% | 23,378 | $3.5M | Reduce -1.2% |
| IWO iShares Russell 2000 Growth | 0.10% | 8,718 | $3.4M | Reduce -21.8% |
| SNA Snap-on Inc. | 0.09% | 8,304 | $3.3M | Reduce -1.3% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.09% | 1,674 | $3.3M | Reduce -6.0% |
| ROK Rockwell Automation Inc. | 0.09% | 6,689 | $3.3M | Reduce -1.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.09% | 6,809 | $3.3M | Reduce -3.9% |
Portfolio Sells Q1 2026 → Q2 2026
| FIVE Five Below | Reduce -25.0% | 2.15% | −1.05 |
| ENSG The Ensign Group Inc. | Reduce -22.7% | 1.97% | −0.84 |
| LOPE Grand Canyon Education Inc. | Reduce -22.4% | 2.22% | −0.76 |
| SPSC SPS Commerce Inc. | Reduce -94.0% | 0.04% | −0.52 |
| CHE Chemed Corp. | Reduce -98.8% | 0.01% | −0.46 |
| WK Workiva Inc. | Reduce -33.0% | 0.59% | −0.36 |
| KNSL Kinsale Capital Group Inc. | Reduce -24.6% | 1.71% | −0.35 |
| CSGP Costar Group Inc. | Reduce -11.1% | 0.86% | −0.35 |
| CRM Salesforce Inc. | Reduce -38.8% | 0.44% | −0.31 |
| ROL Rollins Inc. | Reduce -9.4% | 1.31% | −0.31 |
| WSC Willscot Holdings Corp. | Sold out | 0.00% | −0.28 |
| NFLX Netflix Inc. | Reduce -11.5% | 0.82% | −0.27 |
| OPCH Option Care Health Inc. | Reduce -33.9% | 0.38% | −0.27 |
| ALKT Alkami Technology Inc. | Sold out | 0.00% | −0.26 |
| PCTY Paylocity Holding Corp. | Reduce -28.9% | 0.96% | −0.26 |
| EXPO Exponent Inc. | Reduce -32.5% | 0.59% | −0.26 |
| CCC CCC Intelligent Solutions Ho | Reduce -35.1% | 0.42% | −0.24 |
| DSGX The Descartes Systems Grp | Reduce -35.5% | 0.56% | −0.23 |
| FRPT Freshpet Inc. | Reduce -26.8% | 1.11% | −0.22 |
| GDDY GoDaddy Inc. Class A | Reduce -76.9% | 0.07% | −0.18 |
| PNTG The Pennant Group Inc. | Reduce -52.2% | 0.33% | −0.17 |
| CSW CSW Industrials Inc. | Reduce -36.5% | 0.57% | −0.17 |
| HLMN Hillman Solutions Corp. | Reduce -41.5% | 0.28% | −0.13 |
| INSP Inspire Medical Systems Inc. | Sold out | 0.00% | −0.12 |
| DOCS Doximity Inc. Class A | Reduce -42.6% | 0.16% | −0.12 |
| APPF Appfolio Inc. Class A | Reduce -42.3% | 0.23% | −0.11 |
| ALRM Alarm.com Holdings Inc. | Reduce -33.4% | 0.52% | −0.11 |
| KAI Kadant Inc. | Reduce -22.9% | 1.71% | −0.10 |
| POWI Power Integrations Inc. | Reduce -58.8% | 0.32% | −0.10 |
| TYL Tyler Technologies Inc. | Reduce -1.9% | 2.05% | −0.10 |
| RGEN Repligen Corp. | Reduce -33.3% | 0.66% | −0.09 |
| IVV iShares Core S&P 500 ETF | Reduce -47.9% | 0.18% | −0.08 |
| MEDP Medpace Holdings Inc. | Reduce -22.5% | 2.72% | −0.07 |
| CWST Casella Waste Systems Inc. Class A | Reduce -40.5% | 0.28% | −0.06 |
| IDXX Idexx Laboratories Inc. | Reduce -11.0% | 1.08% | −0.06 |
| FWRG First Watch Restaurant Group | Reduce -35.5% | 0.49% | −0.05 |
| GSHD Goosehead Insurance Inc. Class A | Reduce -40.9% | 0.16% | −0.05 |
| NOW ServiceNow Inc. | Reduce -10.7% | 1.36% | −0.05 |
| LMAT Lemaitre Vascular Inc. | Reduce -16.2% | 0.24% | −0.05 |
| GDYN Grid Dynamics Holdings Inc. | Reduce -30.9% | 0.16% | −0.04 |
| SAP Sap SE-Sponsored ADR | Reduce -9.5% | 0.54% | −0.04 |
| DV Doubleverify Holdings Inc. | Reduce -32.6% | 0.29% | −0.04 |
| GKOS Glaukos Corp. | Reduce -34.9% | 1.10% | −0.04 |
| JKHY Jack Henry & Associates Inc. | Reduce -14.1% | 0.21% | −0.04 |
| TRNS Transcat Inc. | Reduce -34.8% | 0.52% | −0.03 |
| BBSI Barrett Business SVCS Inc. | Reduce -39.8% | 0.17% | −0.03 |
| SSD Simpson Manufacturing Co. Inc. | Reduce -31.3% | 0.73% | −0.03 |
| XMCRX MFS Charter Income Trust | Sold out | 0.00% | −0.03 |
| LEO BNY Mellon Strategic Muni | Reduce -61.5% | 0.02% | −0.03 |
| CCAP Crescent Capital BDC Inc. | Sold out | 0.00% | −0.03 |
Portfolio Buys Q1 2026 → Q2 2026
| ETN Eaton Corp. PLC | New | 0.32% | +0.32 |
| BOOT Boot Barn Holdings Inc. | New | 0.31% | +0.31 |
| GRDN Guardian Phrmcy Services-A | New | 0.29% | +0.29 |
| VEEV Veeva Systems Inc. Class A | Add +1.8% | 1.55% | +0.23 |
| SNPS Synopsys Inc. | Add +15.0% | 0.70% | +0.23 |
| PI Impinj Inc. | New | 0.22% | +0.22 |
| WHD Cactus Inc. Class A | New | 0.22% | +0.22 |
| DHR Danaher Corp. | Add +0.3% | 1.19% | +0.15 |
| GWRE Guidewire Software Inc. | Add +16.3% | 0.92% | +0.08 |
| MMT Aberdeen Multimarket Income | New | 0.03% | +0.03 |
| RSP Invesco S&P 500 Equal Weight | New | 0.03% | +0.03 |
| BHK BlackRock Core Bond Trust | New | 0.03% | +0.03 |
| BTZ BlackRock Credit Allocation | New | 0.03% | +0.03 |
| DMO Western Asset Mort Def Opp | New | 0.02% | +0.02 |
| MFM Aberdeen Municipal Income | Add +36.8% | 0.04% | +0.01 |
| WEA Western Asset Premier Bond | New | 0.01% | +0.01 |
| DKS Dick's Sporting Goods Inc. | Add +3.8% | 0.05% | +0.01 |
| FDUS Fidus Investment Corp. | Add +0.9% | 0.06% | +0.01 |
| SDHY Pgim SHRT Durat Hi YLD | Add +1.4% | 0.08% | +0.01 |
| RA Brookfield Real Assets Incom | Add +0.8% | 0.09% | +0.01 |
| FINS Angel Oak Financ Strat Inc. | Add +0.8% | 0.08% | +0.01 |
| PGZ Principal Real Estate Income | Add +0.9% | 0.06% | +0.01 |
| AOMR Angel Oak Mortgage REIT Inc. | Add +0.8% | 0.05% | +0.01 |
| NBB Nuveen Taxable Municipal Inc. | Add +2.9% | 0.06% | +0.01 |
| JHS John Hancock Income Sec TR | Add +2.9% | 0.06% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +21.1% | 0.02% | +0.01 |
| ARCC Ares Capital Corp. | Add +0.8% | 0.06% | +0.01 |
| SEVN Seven Hills Realty Trust | Add +0.9% | 0.06% | +0.01 |
| WIW Western Asst Infl-LNK Opp | Add +2.9% | 0.06% | +0.01 |
| BBN BlackRock Taxable Muni BND | Add +2.8% | 0.05% | +0.01 |
| ORCL Oracle Corp. | Add +2.3% | 0.06% | +0.01 |
| MFC Manulife Financial Corp. | New | 0.01% | +0.01 |
| OPP Rivernrth/Doublelne STR Opp | Add +1.6% | 0.05% | +0.01 |
| HTGC Hercules Capital Inc. | Add +0.3% | 0.04% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +37.8% | 0.02% | +0.01 |
| BBVA Banco Bilbao Vizcaya-SP ADR | New | 0.01% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +32.2% | 0.02% | +0.01 |
| SPOT Spotify Technology SA | New | 0.01% | +0.01 |
| CNI Canadian Natl Railway Co. | New | 0.01% | +0.01 |
| COST Costco Wholesale Corp. | Add +5.7% | 0.05% | +0.01 |
| GBDC Golub Capital BDC Inc. | Add +1.0% | 0.04% | +0.01 |
| TSI TCW Strategic Income Fund | Add +2.9% | 0.04% | +0.01 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | New | 0.01% | +0.01 |
| IWB iShares Russell 1000 ETF | Add +1.2% | 0.02% | +0.01 |
| BKT BlackRock Income Trust | Add +2.9% | 0.03% | +0.01 |
| RCRUY Recruit Holdings Co. Ltd.-ADR | New | 0.00% | +0.00 |
| MSIF MSC Income Fund Inc. | Add +1.2% | 0.04% | +0.00 |
| JHI John Hancock Investors TR | Add +2.9% | 0.02% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +6.7% | 0.01% | +0.00 |
| VBF Invesco Bond Fund | Add +2.9% | 0.01% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 198 | $3.6B | NVDA, MSFT, HEI, AMZN, RBA |
| Q1 2026 | 192 | $4.1B | NVDA, MSFT, FIVE, RBA, LOPE |
| Q4 2025 | 188 | $5.3B | NVDA, MSFT, HEI, RBA, FIVE |
| Q3 2025 | 186 | $5.9B | NVDA, MSFT, HEI, LOPE, MEDP |
| Q2 2025 | 185 | $6.2B | NVDA, MSFT, HEI, LOPE, RBA |
| Q1 2025 | 180 | $6.2B | LOPE, HEI, NVDA, MSFT, RBA |
| Q4 2024 | 179 | $7.3B | NVDA, GLOB, MSFT, LOPE, HEI |
| Q3 2024 | 182 | $7.5B | NVDA, MSFT, GLOB, HEI, RBA |
| Q2 2024 | 178 | $7.4B | MSFT, NVDA, GLOB, LOPE, HEI |
| Q1 2024 | 174 | $8.2B | GLOB, MSFT, RBA, MEDP, NVDA |