Riverbridge Partners LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 26, 2024), Riverbridge Partners LLC reported 174 stock positions worth $8.2 billion. Its top holding was Globant (GLOB) at 3.3% of the portfolio, followed by Microsoft (MSFT, 3.1%) and RB Global (RBA, 3.0%). Compared with Q4 2023, it opened 7 new positions, sold out of 35, added to 42 and reduced 110. The biggest buy was Kinsale Capital (KNSL, shares +25%) and the biggest sale Five Below (FIVE, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- MINNEAPOLIS, MN
- CIK
- 0001112325
- Portfolio Value
- $8.2B (Q1 2024)
- SEC Filing
- 0001112325-24-000007 ↗ filed Apr 26, 2024
Holdings Value
Holdings 174 stocks · $8.2B
| GLOB Globant SA | 3.32% | 1,348,777 | $272.3M | Reduce -2.9% |
| MSFT Microsoft Corp. | 3.08% | 600,776 | $252.8M | Reduce -4.0% |
| RBA RB Global Inc. | 3.04% | 3,270,155 | $249.1M | Reduce -8.5% |
| MEDP Medpace Holdings Inc. | 2.99% | 606,250 | $245.0M | Reduce -11.4% |
| NVDA Nvidia Corp. | 2.89% | 262,197 | $236.9M | Reduce -4.2% |
| FIVE Five Below | 2.89% | 1,305,888 | $236.9M | Reduce -6.4% |
| LOPE Grand Canyon Education Inc. | 2.82% | 1,698,773 | $231.4M | Reduce -8.0% |
| HEI Heico Corp. | 2.60% | 1,114,372 | $212.8M | Reduce -2.7% |
| FND Floor & Decor Holdings Inc. Class A | 2.48% | 1,565,671 | $202.9M | Reduce -2.7% |
| WST West Pharmaceutical Services | 2.42% | 501,891 | $198.6M | Reduce -2.7% |
| CSGP Costar Group Inc. | 2.34% | 1,982,075 | $191.5M | Reduce -19.6% |
| FAST Fastenal Co. | 2.16% | 2,298,902 | $177.3M | Reduce -21.9% |
| TYL Tyler Technologies Inc. | 2.10% | 405,693 | $172.4M | Reduce -2.9% |
| ENSG The Ensign Group Inc. | 2.04% | 1,346,085 | $167.5M | Reduce -2.8% |
| WK Workiva Inc. | 2.02% | 1,947,638 | $165.2M | Reduce -2.9% |
| KNSL Kinsale Capital Group Inc. | 2.00% | 311,664 | $163.5M | Add +25.4% |
| SPSC SPS Commerce Inc. | 1.87% | 829,705 | $153.4M | Reduce -2.5% |
| PCTY Paylocity Holding Corp. | 1.82% | 869,625 | $149.5M | Reduce -1.3% |
| ANSS Ansys Inc. | 1.72% | 405,555 | $140.8M | Reduce -16.6% |
| ROL Rollins Inc. | 1.70% | 3,010,727 | $139.3M | Reduce -2.9% |
| AMZN Amazon.com Inc. | 1.61% | 732,496 | $132.1M | Reduce -4.0% |
| BL Blackline Inc. | 1.55% | 1,961,286 | $126.7M | Reduce -2.5% |
| GWRE Guidewire Software Inc. | 1.53% | 1,077,674 | $125.8M | Reduce -2.7% |
| FRPT Freshpet Inc. | 1.51% | 1,065,535 | $123.5M | Reduce -2.4% |
| PAYC Paycom Software Inc. | 1.50% | 618,570 | $123.1M | Add +31.7% |
| ALRM Alarm.com Holdings Inc. | 1.44% | 1,626,402 | $117.9M | Reduce -2.4% |
| PRVA Privia Health Group Inc. | 1.29% | 5,399,662 | $105.8M | Add +17.5% |
| CRM Salesforce Inc. | 1.19% | 323,937 | $97.6M | Reduce -4.2% |
| ALGN Align Technology Inc. | 1.17% | 291,709 | $95.7M | Add +0.6% |
| VRSK Verisk Analytics Inc. | 1.14% | 396,969 | $93.6M | Reduce -3.0% |
| VEEV Veeva Systems Inc. Class A | 1.13% | 401,154 | $92.9M | Reduce -3.7% |
| DSGX The Descartes Systems Grp | 1.09% | 976,613 | $89.4M | Add +36.6% |
| ADI Analog Devices Inc. | 1.09% | 450,071 | $89.0M | Reduce -3.7% |
| NOW ServiceNow Inc. | 1.07% | 115,376 | $88.0M | Reduce -4.0% |
| DV Doubleverify Holdings Inc. | 1.07% | 2,497,400 | $87.8M | Reduce -2.5% |
| CCC CCC Intelligent Solutions Ho | 1.05% | 7,204,264 | $86.2M | Reduce -2.4% |
| EXPO Exponent Inc. | 1.01% | 1,005,347 | $83.1M | Reduce -2.2% |
| CRL Charles River Laboratories | 1.00% | 303,778 | $82.3M | Add +1.0% |
| SQSP Squarespace Inc. Class A | 1.00% | 2,255,451 | $82.2M | Reduce -1.6% |
| RGEN Repligen Corp. | 1.00% | 445,168 | $81.9M | Reduce -1.3% |
| SPGI S&P Global Inc. | 0.97% | 187,200 | $79.6M | Reduce -4.0% |
| UNH Unitedhealth Group Inc. | 0.95% | 157,645 | $78.0M | Reduce -3.7% |
| PGNY Progyny Inc. | 0.93% | 1,996,595 | $76.2M | Reduce -0.9% |
| CGNX Cognex Corp. | 0.89% | 1,725,820 | $73.2M | Add +0.3% |
| DHR Danaher Corp. | 0.89% | 290,494 | $72.5M | Reduce -4.0% |
| KAI Kadant Inc. | 0.87% | 218,528 | $71.7M | Reduce -3.1% |
| ACVA Acv Auctions Inc. Class A | 0.85% | 3,713,565 | $69.7M | Reduce -0.9% |
| OPCH Option Care Health Inc. | 0.80% | 1,959,860 | $65.7M | Add +0.1% |
| ENTG Entegris Inc. | 0.76% | 442,091 | $62.1M | Add +30.2% |
| CHE Chemed Corp. | 0.75% | 95,287 | $61.2M | Reduce -3.1% |
| GDDY GoDaddy Inc. Class A | 0.74% | 512,420 | $60.8M | Reduce -1.3% |
| WSO Watsco Inc. | 0.74% | 140,600 | $60.7M | Reduce -1.6% |
| TECH Bio-Techne Corp. | 0.74% | 861,631 | $60.7M | Reduce -0.6% |
| IDXX Idexx Laboratories Inc. | 0.73% | 111,505 | $60.2M | Reduce -4.2% |
| WSC Willscot Holdings Corp. | 0.71% | 1,252,192 | $58.2M | Reduce -3.0% |
| GOOGL Alphabet Inc. Class A | 0.69% | 372,969 | $56.3M | Reduce -6.2% |
| PWSC Powerschool Holdings Inc. Class A | 0.65% | 2,508,871 | $53.4M | Add +59.5% |
| V Visa Inc. Class A | 0.64% | 186,993 | $52.2M | Reduce -4.3% |
| GKOS Glaukos Corp. | 0.61% | 534,514 | $50.4M | Reduce -2.5% |
| CERT Certara Inc. | 0.61% | 2,818,511 | $50.4M | Add +0.1% |
| SBUX Starbucks Corp. | 0.61% | 549,098 | $50.2M | Reduce -4.3% |
| FIVN FIVE9 Inc. | 0.58% | 760,337 | $47.2M | Reduce -2.4% |
| POWI Power Integrations Inc. | 0.55% | 630,303 | $45.1M | Reduce -3.1% |
| GDYN Grid Dynamics Holdings Inc. | 0.53% | 3,518,072 | $43.2M | Reduce -1.6% |
| USPH U.S. Physical Therapy Inc. | 0.52% | 376,725 | $42.5M | Reduce -2.8% |
| STVN Stevanato Group SPA | 0.50% | 1,287,758 | $41.3M | Reduce -0.3% |
| GOOG Alphabet Inc. Class C | 0.50% | 267,014 | $40.7M | Reduce -7.8% |
| TOST Toast Inc. Class A | 0.49% | 1,618,260 | $40.3M | Add +4.0% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.48% | 448,135 | $39.2M | Add +1.6% |
| AMN Amn Healthcare Services Inc. | 0.48% | 624,739 | $39.1M | Reduce -2.4% |
| NFLX Netflix Inc. | 0.46% | 62,185 | $37.8M | Reduce -4.2% |
| PYCR Paycor HCM Inc. | 0.45% | 1,879,695 | $36.5M | Reduce -1.6% |
| MODN Model N Inc. | 0.44% | 1,265,298 | $36.0M | Reduce -0.2% |
| NEOG Neogen Corp. | 0.41% | 2,143,517 | $33.8M | Reduce -1.8% |
| KRNT Kornit Digital Ltd. | 0.40% | 1,800,047 | $32.6M | Add +0.0% |
| MSI Motorola Solutions Inc. | 0.38% | 88,304 | $31.3M | Reduce -3.7% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.38% | 178,523 | $31.0M | Reduce -0.6% |
| FICO Fair Isaac Corp. | 0.30% | 19,900 | $24.9M | New |
| GSHD Goosehead Insurance Inc. Class A | 0.30% | 369,225 | $24.6M | Reduce -3.0% |
| PNTG The Pennant Group Inc. | 0.30% | 1,238,479 | $24.3M | Reduce -1.6% |
| GTM Zoominfo Technologies Inc. | 0.28% | 1,440,530 | $23.1M | Add +2.1% |
| RIVBX Riverbridge Growth-Inst | 0.27% | 672,372 | $22.2M | Reduce -4.8% |
| IMXI International Money Express | 0.27% | 964,731 | $22.0M | Reduce -1.0% |
| PHR Phreesia Inc. | 0.25% | 844,659 | $20.2M | Add +0.0% |
| KIDS Orthopediatrics Corp. | 0.18% | 492,440 | $14.4M | Reduce -2.6% |
| DH Definitive Healthcare Corp. | 0.17% | 1,756,726 | $14.2M | Reduce -0.3% |
| LIN Linde PLC | 0.08% | 14,372 | $6.7M | Reduce -1.4% |
| AAPL Apple Inc. | 0.07% | 34,193 | $5.9M | Reduce -57.9% |
| EFX Equifax Inc. | 0.06% | 18,866 | $5.0M | Reduce -1.3% |
| VXF Vanguard Extended Market ETF | 0.06% | 26,857 | $4.7M | Reduce -44.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.05% | 39,352 | $4.0M | Reduce -1.5% |
| ECL Ecolab Inc. | 0.05% | 16,718 | $3.9M | Reduce -87.4% |
| PEP Pepsico Inc. | 0.04% | 18,237 | $3.2M | Reduce -7.1% |
| SNA Snap-on Inc. | 0.04% | 9,694 | $2.9M | Reduce -2.0% |
| VFIAX Vanguard 500 Index-Adm | 0.03% | 5,807 | $2.8M | Reduce -61.9% |
| PG The Procter & Gamble Co. | 0.03% | 17,025 | $2.8M | Reduce -14.2% |
| DG Dollar General Corp. | 0.03% | 16,782 | $2.6M | Add +3.9% |
| WMT Walmart Inc. | 0.03% | 38,480 | $2.3M | Reduce -3.0% |
| ROK Rockwell Automation Inc. | 0.03% | 7,826 | $2.3M | Reduce -2.0% |
| PAYX Paychex Inc. | 0.03% | 18,317 | $2.2M | Reduce -1.6% |
Portfolio Sells Q4 2023 → Q1 2024
| FIVE Five Below | Reduce -6.4% | 2.89% | −0.83 |
| GLOB Globant SA | Reduce -2.9% | 3.32% | −0.81 |
| WK Workiva Inc. | Reduce -2.9% | 2.02% | −0.53 |
| ANSS Ansys Inc. | Reduce -16.6% | 1.72% | −0.49 |
| CSGP Costar Group Inc. | Reduce -19.6% | 2.34% | −0.36 |
| ECL Ecolab Inc. | Reduce -87.4% | 0.05% | −0.28 |
| IWM iShares Russell 2000 ETF | Reduce -96.5% | 0.01% | −0.23 |
| LOPE Grand Canyon Education Inc. | Reduce -8.0% | 2.82% | −0.22 |
| FAST Fastenal Co. | Reduce -21.9% | 2.16% | −0.22 |
| FIVN FIVE9 Inc. | Reduce -2.4% | 0.58% | −0.19 |
| SPSC SPS Commerce Inc. | Reduce -2.5% | 1.87% | −0.19 |
| NEOG Neogen Corp. | Reduce -1.8% | 0.41% | −0.14 |
| UNH Unitedhealth Group Inc. | Reduce -3.7% | 0.95% | −0.13 |
| AAPL Apple Inc. | Reduce -57.9% | 0.07% | −0.12 |
| AMN Amn Healthcare Services Inc. | Reduce -2.4% | 0.48% | −0.12 |
| POWI Power Integrations Inc. | Reduce -3.1% | 0.55% | −0.12 |
| EXPO Exponent Inc. | Reduce -2.2% | 1.01% | −0.12 |
| DV Doubleverify Holdings Inc. | Reduce -2.5% | 1.07% | −0.11 |
| SPGI S&P Global Inc. | Reduce -4.0% | 0.97% | −0.10 |
| TECH Bio-Techne Corp. | Reduce -0.6% | 0.74% | −0.10 |
| VLTO Veralto Corp. | Reduce -96.8% | 0.00% | −0.09 |
| VRSK Verisk Analytics Inc. | Reduce -3.0% | 1.14% | −0.08 |
| TYL Tyler Technologies Inc. | Reduce -2.9% | 2.10% | −0.08 |
| SBUX Starbucks Corp. | Reduce -4.3% | 0.61% | −0.08 |
| ADI Analog Devices Inc. | Reduce -3.7% | 1.09% | −0.07 |
| IDXX Idexx Laboratories Inc. | Reduce -4.2% | 0.73% | −0.07 |
| PYCR Paycor HCM Inc. | Reduce -1.6% | 0.45% | −0.07 |
| IVV iShares Core S&P 500 ETF | Reduce -84.5% | 0.01% | −0.07 |
| GDYN Grid Dynamics Holdings Inc. | Reduce -1.6% | 0.53% | −0.07 |
| GSHD Goosehead Insurance Inc. Class A | Reduce -3.0% | 0.30% | −0.06 |
| VFIAX Vanguard 500 Index-Adm | Reduce -61.9% | 0.03% | −0.05 |
| DH Definitive Healthcare Corp. | Reduce -0.3% | 0.17% | −0.05 |
| VXF Vanguard Extended Market ETF | Reduce -44.7% | 0.06% | −0.04 |
| KIDS Orthopediatrics Corp. | Reduce -2.6% | 0.18% | −0.03 |
| WSO Watsco Inc. | Reduce -1.6% | 0.74% | −0.02 |
| BL Blackline Inc. | Reduce -2.5% | 1.55% | −0.02 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.02 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.02 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.02 |
| FXAIX Fidelity 500 Index Fund | Sold out | 0.00% | −0.02 |
| GOOG Alphabet Inc. Class C | Reduce -7.8% | 0.50% | −0.01 |
| RGEN Repligen Corp. | Reduce -1.3% | 1.00% | −0.01 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −0.01 |
| IWO iShares Russell 2000 Growth | Reduce -41.3% | 0.02% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.01 |
| IUSG iShares Core S&P U.S. Growth | Reduce -35.1% | 0.03% | −0.01 |
| ISD Pgim High Yield Bond Fund | Sold out | 0.00% | −0.01 |
| RWAY Runway Growth Finance Corp. | Sold out | 0.00% | −0.01 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.01 |
| ASB Associated Banc-Corp. | Sold out | 0.00% | −0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| KNSL Kinsale Capital Group Inc. | Add +25.4% | 2.00% | +0.96 |
| DSGX The Descartes Systems Grp | Add +36.6% | 1.09% | +0.34 |
| FICO Fair Isaac Corp. | New | 0.30% | +0.30 |
| PAYC Paycom Software Inc. | Add +31.7% | 1.50% | +0.29 |
| ENTG Entegris Inc. | Add +30.2% | 0.76% | +0.25 |
| PWSC Powerschool Holdings Inc. Class A | Add +59.5% | 0.65% | +0.19 |
| ALGN Align Technology Inc. | Add +0.6% | 1.17% | +0.17 |
| TOST Toast Inc. Class A | Add +4.0% | 0.49% | +0.14 |
| CRL Charles River Laboratories | Add +1.0% | 1.00% | +0.12 |
| TTD Trade Desk Inc./the Class A | Add +1.6% | 0.48% | +0.08 |
| SDHY Pgim SHRT Durat Hi YLD | New | 0.01% | +0.01 |
| BTT BlackRock 2030 Muni TRGT TRM | New | 0.01% | +0.01 |
| INSIGHT SELECT INCOME FUND | New | 0.01% | +0.01 |
| JHS John Hancock Income Sec TR | Add +162.8% | 0.01% | +0.01 |
| DG Dollar General Corp. | Add +3.9% | 0.03% | +0.00 |
| RFMZ Rivernorth Flex Muni II | Add +34.3% | 0.02% | +0.00 |
| JHI John Hancock Investors TR | New | 0.00% | +0.00 |
| FSCO FS Credit Opportunities Corp. | Add +42.8% | 0.01% | +0.00 |
| OPP Rivernrth/Doublelne STR Opp | New | 0.00% | +0.00 |
| MFC Manulife Financial Corp. | New | 0.00% | +0.00 |
| PHR Phreesia Inc. | Add +0.0% | 0.25% | +0.00 |
| PGZ Principal Real Estate Income | Add +2.5% | 0.02% | +0.00 |
| DMO Western Asset Mort Def Opp | Add +2.5% | 0.02% | +0.00 |
| GBDC Golub Capital BDC Inc. | Add +3.8% | 0.01% | +0.00 |
| PDO PIMCO Dynamic Income Opport | Add +4.9% | 0.01% | +0.00 |
| ARCC Ares Capital Corp. | Add +2.5% | 0.01% | +0.00 |
| BGB Blackstone Strategic Credit | Add +0.9% | 0.01% | +0.00 |
| BTZ BlackRock Credit Allocation | Add +4.3% | 0.01% | +0.00 |
| DBSDY DBS Group Holdings-Spon ADR | Add +9.5% | 0.00% | +0.00 |
| TSI TCW Strategic Income Fund | Add +2.5% | 0.01% | +0.00 |
| BBN BlackRock Taxable Muni BND | Add +8.9% | 0.00% | +0.00 |
| XPMAX Pioneer Municipal High Inc. | Add +3.1% | 0.01% | +0.00 |
| DASTY Dassault Systemes S-Spon ADR | Add +23.4% | 0.00% | +0.00 |
| XEVVX Eaton Vance Ltd. Durat Inc. | Add +8.9% | 0.00% | +0.00 |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | Add +2.5% | 0.02% | +0.00 |
| RA Brookfield Real Assets Incom | Add +2.3% | 0.01% | +0.00 |
| VMO Invesco Municipal Opport | Add +3.5% | 0.00% | +0.00 |
| NAD Nuveen Quality Municipal Inc. | Add +2.8% | 0.02% | +0.00 |
| NZF Nuveen Municipal Credit Inc. | Add +3.1% | 0.00% | +0.00 |
| NBB Nuveen Taxable Municipal Inc. | Add +8.9% | 0.00% | +0.00 |
| MMU Western Asset Managed Munici | Add +2.5% | 0.00% | +0.00 |
| TSLX Sixth Street Specialty Lendi | Add +2.8% | 0.02% | −0.00 |
| ZS Zscaler Inc. | Add +0.1% | 0.01% | −0.00 |
| CERT Certara Inc. | Add +0.1% | 0.61% | −0.00 |
| CGNX Cognex Corp. | Add +0.3% | 0.89% | −0.00 |
| OPCH Option Care Health Inc. | Add +0.1% | 0.80% | −0.02 |
| PRVA Privia Health Group Inc. | Add +17.5% | 1.29% | −0.03 |
| KRNT Kornit Digital Ltd. | Add +0.0% | 0.40% | −0.03 |
| GTM Zoominfo Technologies Inc. | Add +2.1% | 0.28% | −0.04 |
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 |