Riverbridge Partners LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 17, 2024), Riverbridge Partners LLC reported 178 stock positions worth $7.4 billion. Its top holding was Microsoft (MSFT) at 3.6% of the portfolio, followed by Nvidia (NVDA, 3.5%) and Globant (GLOB, 3.1%). Compared with Q1 2024, it opened 13 new positions, sold out of 9, added to 45 and reduced 105. The biggest buy was a new position in Tesla (TSLA) and the biggest sale Floor & Decor Class A (FND, shares −17%).
- Most Recent 13F
- Q2 2026
- Location
- MINNEAPOLIS, MN
- CIK
- 0001112325
- Portfolio Value
- $7.4B (Q2 2024)
- SEC Filing
- 0001112325-24-000008 ↗ filed Jul 17, 2024
Holdings Value
Holdings 178 stocks · $7.4B
| MSFT Microsoft Corp. | 3.59% | 590,484 | $263.9M | Reduce -1.7% |
| NVDA Nvidia Corp. | 3.52% | 2,094,285 | $258.7M | Reduce -20.1% |
| GLOB Globant SA | 3.11% | 1,282,221 | $228.6M | Reduce -4.9% |
| LOPE Grand Canyon Education Inc. | 3.07% | 1,614,475 | $225.9M | Reduce -5.0% |
| HEI Heico Corp. | 3.04% | 1,000,883 | $223.8M | Reduce -10.2% |
| RBA RB Global Inc. | 3.00% | 2,895,323 | $221.1M | Reduce -11.5% |
| MEDP Medpace Holdings Inc. | 3.00% | 535,996 | $220.8M | Reduce -11.6% |
| TYL Tyler Technologies Inc. | 2.68% | 391,588 | $196.9M | Reduce -3.5% |
| WST West Pharmaceutical Services | 2.18% | 486,936 | $160.4M | Reduce -3.0% |
| ENSG The Ensign Group Inc. | 2.14% | 1,274,065 | $157.6M | Reduce -5.3% |
| FIVE Five Below | 2.04% | 1,377,908 | $150.2M | Add +5.5% |
| SPSC SPS Commerce Inc. | 1.97% | 771,603 | $145.2M | Reduce -7.0% |
| CSGP Costar Group Inc. | 1.94% | 1,927,442 | $142.9M | Reduce -2.8% |
| ROL Rollins Inc. | 1.94% | 2,926,510 | $142.8M | Reduce -2.8% |
| GWRE Guidewire Software Inc. | 1.92% | 1,023,129 | $141.1M | Reduce -5.1% |
| FAST Fastenal Co. | 1.91% | 2,238,182 | $140.6M | Reduce -2.6% |
| AMZN Amazon.com Inc. | 1.89% | 719,515 | $139.0M | Reduce -1.8% |
| WK Workiva Inc. | 1.81% | 1,829,712 | $133.6M | Reduce -6.0% |
| FND Floor & Decor Holdings Inc. Class A | 1.76% | 1,299,722 | $129.2M | Reduce -17.0% |
| FRPT Freshpet Inc. | 1.75% | 993,501 | $128.5M | Reduce -6.8% |
| ANSS Ansys Inc. | 1.71% | 391,925 | $126.0M | Reduce -3.4% |
| KNSL Kinsale Capital Group Inc. | 1.54% | 294,884 | $113.6M | Reduce -5.4% |
| PCTY Paylocity Holding Corp. | 1.46% | 812,189 | $107.1M | Reduce -6.6% |
| VRSK Verisk Analytics Inc. | 1.42% | 386,918 | $104.3M | Reduce -2.5% |
| ADI Analog Devices Inc. | 1.37% | 441,931 | $100.9M | Reduce -1.8% |
| EXPO Exponent Inc. | 1.22% | 947,145 | $90.1M | Reduce -5.8% |
| PRVA Privia Health Group Inc. | 1.22% | 5,146,217 | $89.4M | Reduce -4.7% |
| NOW ServiceNow Inc. | 1.21% | 113,286 | $89.1M | Reduce -1.8% |
| DSGX The Descartes Systems Grp | 1.20% | 910,909 | $88.2M | Reduce -6.7% |
| BL Blackline Inc. | 1.20% | 1,815,562 | $88.0M | Reduce -7.4% |
| PAYC Paycom Software Inc. | 1.15% | 593,346 | $84.9M | Reduce -4.1% |
| SPGI S&P Global Inc. | 1.11% | 183,829 | $82.0M | Reduce -1.8% |
| CRM Salesforce Inc. | 1.11% | 317,895 | $81.7M | Reduce -1.9% |
| ALRM Alarm.com Holdings Inc. | 1.09% | 1,266,757 | $80.5M | Reduce -22.1% |
| UNH Unitedhealth Group Inc. | 1.07% | 154,749 | $78.8M | Reduce -1.8% |
| CGNX Cognex Corp. | 1.02% | 1,603,028 | $75.0M | Reduce -7.1% |
| CCC CCC Intelligent Solutions Ho | 1.01% | 6,717,726 | $74.6M | Reduce -6.8% |
| VEEV Veeva Systems Inc. Class A | 0.98% | 393,222 | $72.0M | Reduce -2.0% |
| DHR Danaher Corp. | 0.97% | 285,182 | $71.3M | Reduce -1.8% |
| GDDY GoDaddy Inc. Class A | 0.92% | 483,662 | $67.6M | Reduce -5.6% |
| ALGN Align Technology Inc. | 0.92% | 279,566 | $67.5M | Reduce -4.2% |
| RGEN Repligen Corp. | 0.90% | 527,872 | $66.5M | Add +18.6% |
| GOOGL Alphabet Inc. Class A | 0.90% | 364,587 | $66.4M | Reduce -2.3% |
| ACVA Acv Auctions Inc. Class A | 0.86% | 3,479,760 | $63.5M | Reduce -6.3% |
| WSO Watsco Inc. | 0.85% | 135,284 | $62.7M | Reduce -3.8% |
| DV Doubleverify Holdings Inc. | 0.83% | 3,125,851 | $60.9M | Add +25.2% |
| CRL Charles River Laboratories | 0.81% | 289,272 | $59.8M | Reduce -4.8% |
| TECH Bio-Techne Corp. | 0.81% | 827,087 | $59.3M | Reduce -4.0% |
| KAI Kadant Inc. | 0.81% | 201,699 | $59.3M | Reduce -7.7% |
| GKOS Glaukos Corp. | 0.79% | 493,075 | $58.4M | Reduce -7.8% |
| ENTG Entegris Inc. | 0.78% | 423,497 | $57.3M | Reduce -4.2% |
| IDXX Idexx Laboratories Inc. | 0.73% | 109,524 | $53.4M | Reduce -1.8% |
| PWSC Powerschool Holdings Inc. Class A | 0.72% | 2,378,198 | $53.2M | Reduce -5.2% |
| PGNY Progyny Inc. | 0.72% | 1,839,380 | $52.6M | Reduce -7.9% |
| OPCH Option Care Health Inc. | 0.68% | 1,815,694 | $50.3M | Reduce -7.4% |
| GOOG Alphabet Inc. Class C | 0.66% | 263,131 | $48.3M | Reduce -1.4% |
| V Visa Inc. Class A | 0.66% | 183,870 | $48.3M | Reduce -1.7% |
| CHE Chemed Corp. | 0.65% | 87,787 | $47.6M | Reduce -7.9% |
| TSLA Tesla Inc. | 0.59% | 220,128 | $43.6M | New |
| WSC Willscot Holdings Corp. | 0.59% | 1,155,969 | $43.5M | Reduce -7.7% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.59% | 442,226 | $43.2M | Reduce -1.3% |
| SBUX Starbucks Corp. | 0.57% | 538,102 | $41.9M | Reduce -2.0% |
| NFLX Netflix Inc. | 0.56% | 61,016 | $41.2M | Reduce -1.9% |
| POWI Power Integrations Inc. | 0.56% | 582,231 | $40.9M | Reduce -7.6% |
| TOST Toast Inc. Class A | 0.54% | 1,552,637 | $40.0M | Reduce -4.1% |
| DOCS Doximity Inc. Class A | 0.50% | 1,328,325 | $37.2M | New |
| CERT Certara Inc. | 0.50% | 2,638,667 | $36.5M | Reduce -6.4% |
| SQSP Squarespace Inc. Class A | 0.47% | 795,495 | $34.7M | Reduce -64.7% |
| GDYN Grid Dynamics Holdings Inc. | 0.47% | 3,278,688 | $34.5M | Reduce -6.8% |
| MSI Motorola Solutions Inc. | 0.46% | 86,865 | $33.5M | Reduce -1.6% |
| USPH U.S. Physical Therapy Inc. | 0.44% | 347,799 | $32.1M | Reduce -7.7% |
| NEOG Neogen Corp. | 0.43% | 2,029,446 | $31.7M | Reduce -5.3% |
| FIVN FIVE9 Inc. | 0.42% | 700,779 | $30.9M | Reduce -7.8% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.39% | 171,553 | $28.5M | Reduce -3.9% |
| PYCR Paycor HCM Inc. | 0.39% | 2,239,040 | $28.4M | Add +19.1% |
| FICO Fair Isaac Corp. | 0.38% | 18,941 | $28.2M | Reduce -4.8% |
| JAMF Jamf Holding Corp. filed as JAMF HLDG CORP | 0.38% | 1,677,152 | $27.7M | New |
| PNTG The Pennant Group Inc. | 0.36% | 1,140,469 | $26.4M | Reduce -7.9% |
| KRNT Kornit Digital Ltd. | 0.34% | 1,687,439 | $24.7M | Reduce -6.3% |
| TRNS Transcat Inc. | 0.33% | 200,531 | $24.0M | New |
| RIVBX Riverbridge Growth-Inst | 0.30% | 678,011 | $22.2M | Add +0.8% |
| STVN Stevanato Group SPA | 0.29% | 1,172,388 | $21.5M | Reduce -9.0% |
| GSHD Goosehead Insurance Inc. Class A | 0.27% | 340,734 | $19.6M | Reduce -7.7% |
| AMN Amn Healthcare Services Inc. | 0.24% | 341,194 | $17.5M | Reduce -45.4% |
| GTM Zoominfo Technologies Inc. | 0.23% | 1,334,479 | $17.0M | Reduce -7.4% |
| PHR Phreesia Inc. | 0.22% | 778,645 | $16.5M | Reduce -7.8% |
| KIDS Orthopediatrics Corp. | 0.18% | 458,095 | $13.2M | Reduce -7.0% |
| VXF Vanguard Extended Market ETF | 0.12% | 50,179 | $8.5M | Add +86.8% |
| AAPL Apple Inc. | 0.10% | 34,138 | $7.2M | Reduce -0.2% |
| HLMN Hillman Solutions Corp. | 0.09% | 787,296 | $7.0M | New |
| IVV iShares Core S&P 500 ETF | 0.09% | 11,936 | $6.5M | Add +452.1% |
| LIN Linde PLC | 0.09% | 14,263 | $6.3M | Reduce -0.8% |
| ALKT Alkami Technology Inc. | 0.07% | 185,333 | $5.3M | New |
| EFX Equifax Inc. | 0.06% | 18,755 | $4.5M | Reduce -0.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.06% | 39,044 | $4.3M | Reduce -0.8% |
| ECL Ecolab Inc. | 0.05% | 16,462 | $3.9M | Reduce -1.5% |
| VFIAX Vanguard 500 Index-Adm | 0.05% | 6,816 | $3.4M | Add +17.4% |
| PEP Pepsico Inc. | 0.04% | 18,087 | $3.0M | Reduce -0.8% |
| IUSG iShares Core S&P U.S. Growth | 0.04% | 22,844 | $2.9M | Add +24.2% |
| PG The Procter & Gamble Co. | 0.04% | 16,892 | $2.8M | Reduce -0.8% |
Portfolio Sells Q1 2024 → Q2 2024
| FND Floor & Decor Holdings Inc. Class A | Reduce -17.0% | 1.76% | −0.72 |
| SQSP Squarespace Inc. Class A | Reduce -64.7% | 0.47% | −0.53 |
| KNSL Kinsale Capital Group Inc. | Reduce -5.4% | 1.54% | −0.45 |
| MODN Model N Inc. | Sold out | 0.00% | −0.44 |
| CSGP Costar Group Inc. | Reduce -2.8% | 1.94% | −0.39 |
| PCTY Paylocity Holding Corp. | Reduce -6.6% | 1.46% | −0.37 |
| BL Blackline Inc. | Reduce -7.4% | 1.20% | −0.35 |
| PAYC Paycom Software Inc. | Reduce -4.1% | 1.15% | −0.35 |
| ALRM Alarm.com Holdings Inc. | Reduce -22.1% | 1.09% | −0.34 |
| IMXI International Money Express | Sold out | 0.00% | −0.27 |
| FAST Fastenal Co. | Reduce -2.6% | 1.91% | −0.25 |
| ALGN Align Technology Inc. | Reduce -4.2% | 0.92% | −0.25 |
| WST West Pharmaceutical Services | Reduce -3.0% | 2.18% | −0.24 |
| AMN Amn Healthcare Services Inc. | Reduce -45.4% | 0.24% | −0.24 |
| GLOB Globant SA | Reduce -4.9% | 3.11% | −0.22 |
| PGNY Progyny Inc. | Reduce -7.9% | 0.72% | −0.21 |
| STVN Stevanato Group SPA | Reduce -9.0% | 0.29% | −0.21 |
| WK Workiva Inc. | Reduce -6.0% | 1.81% | −0.20 |
| CRL Charles River Laboratories | Reduce -4.8% | 0.81% | −0.19 |
| DH Definitive Healthcare Corp. | Sold out | 0.00% | −0.17 |
| FIVN FIVE9 Inc. | Reduce -7.8% | 0.42% | −0.16 |
| VEEV Veeva Systems Inc. Class A | Reduce -2.0% | 0.98% | −0.16 |
| WSC Willscot Holdings Corp. | Reduce -7.7% | 0.59% | −0.12 |
| OPCH Option Care Health Inc. | Reduce -7.4% | 0.68% | −0.12 |
| CERT Certara Inc. | Reduce -6.4% | 0.50% | −0.12 |
| CHE Chemed Corp. | Reduce -7.9% | 0.65% | −0.10 |
| USPH U.S. Physical Therapy Inc. | Reduce -7.7% | 0.44% | −0.08 |
| CRM Salesforce Inc. | Reduce -1.9% | 1.11% | −0.08 |
| PRVA Privia Health Group Inc. | Reduce -4.7% | 1.22% | −0.08 |
| KAI Kadant Inc. | Reduce -7.7% | 0.81% | −0.07 |
| KRNT Kornit Digital Ltd. | Reduce -6.3% | 0.34% | −0.06 |
| GDYN Grid Dynamics Holdings Inc. | Reduce -6.8% | 0.47% | −0.06 |
| GTM Zoominfo Technologies Inc. | Reduce -7.4% | 0.23% | −0.05 |
| SBUX Starbucks Corp. | Reduce -2.0% | 0.57% | −0.04 |
| CCC CCC Intelligent Solutions Ho | Reduce -6.8% | 1.01% | −0.04 |
| RBA RB Global Inc. | Reduce -11.5% | 3.00% | −0.03 |
| GSHD Goosehead Insurance Inc. Class A | Reduce -7.7% | 0.27% | −0.03 |
| PHR Phreesia Inc. | Reduce -7.8% | 0.22% | −0.02 |
| IDXX Idexx Laboratories Inc. | Reduce -1.8% | 0.73% | −0.01 |
| KSM DWS Strategic Municipal Inc. | Sold out | 0.00% | −0.01 |
| XJQCX Nuveen Credit Strategies Inc. | Sold out | 0.00% | −0.01 |
| ANSS Ansys Inc. | Reduce -3.4% | 1.71% | −0.01 |
| DMO Western Asset Mort Def Opp | Reduce -37.7% | 0.01% | −0.01 |
| BKT BlackRock Income Trust | Sold out | 0.00% | −0.00 |
| CCIF Carlyle Credit Income Fund | Sold out | 0.00% | −0.00 |
| CHGCY Chugai Pharmaceutic-Unsp ADR | Sold out | 0.00% | −0.00 |
| JFR Nuveen Floating Rate Income | Sold out | 0.00% | −0.00 |
| DG Dollar General Corp. | Reduce -0.2% | 0.03% | −0.00 |
| NAD Nuveen Quality Municipal Inc. | Reduce -21.0% | 0.01% | −0.00 |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | Reduce -17.7% | 0.02% | −0.00 |
Portfolio Buys Q1 2024 → Q2 2024
| TSLA Tesla Inc. | New | 0.59% | +0.59 |
| DOCS Doximity Inc. Class A | New | 0.50% | +0.50 |
| JAMF Jamf Holding Corp. | New | 0.38% | +0.38 |
| TRNS Transcat Inc. | New | 0.33% | +0.33 |
| HLMN Hillman Solutions Corp. | New | 0.09% | +0.09 |
| IVV iShares Core S&P 500 ETF | Add +452.1% | 0.09% | +0.07 |
| ALKT Alkami Technology Inc. | New | 0.07% | +0.07 |
| VXF Vanguard Extended Market ETF | Add +86.8% | 0.12% | +0.06 |
| RIVBX Riverbridge Growth-Inst | Add +0.8% | 0.30% | +0.03 |
| IWM iShares Russell 2000 ETF | Add +166.1% | 0.02% | +0.02 |
| OPP Rivernrth/Doublelne STR Opp | Add +326.2% | 0.02% | +0.01 |
| IUSG iShares Core S&P U.S. Growth | Add +24.2% | 0.04% | +0.01 |
| VFIAX Vanguard 500 Index-Adm | Add +17.4% | 0.05% | +0.01 |
| VMO Invesco Municipal Opport | Add +259.0% | 0.01% | +0.01 |
| VGM Invesco Trust for Investmen | New | 0.01% | +0.01 |
| IWO iShares Russell 2000 Growth | Add +28.2% | 0.03% | +0.01 |
| DMB BNY Mellon Muni BND Infra | New | 0.01% | +0.01 |
| FXAIX Fidelity 500 Index Fund | New | 0.01% | +0.01 |
| PPT Franklin Premir Inc. Trust-Ui | New | 0.01% | +0.01 |
| NBB Nuveen Taxable Municipal Inc. | Add +96.1% | 0.01% | +0.00 |
| SYM Symbotic Inc. | New | 0.00% | +0.00 |
| RHHBY Roche Holdings Ltd.-Spons ADR | Add +3.6% | 0.02% | +0.00 |
| JHS John Hancock Income Sec TR | Add +34.9% | 0.01% | +0.00 |
| BBN BlackRock Taxable Muni BND | Add +71.5% | 0.01% | +0.00 |
| SHEL Shell PLC-ADR | New | 0.00% | +0.00 |
| FSCO FS Credit Opportunities Corp. | Add +2.9% | 0.02% | +0.00 |
| PGZ Principal Real Estate Income | Add +3.0% | 0.02% | +0.00 |
| TSLX Sixth Street Specialty Lendi | Add +3.1% | 0.02% | +0.00 |
| RFMZ Rivernorth Flex Muni II | Add +3.3% | 0.02% | +0.00 |
| XPMAX Pioneer Municipal High Inc. | Add +3.3% | 0.02% | +0.00 |
| FTHY First Trust Hi YLD Opp 2027 | New | 0.00% | +0.00 |
| XMUIX BlackRock Municipal Income | Add +1.7% | 0.01% | +0.00 |
| ARCC Ares Capital Corp. | Add +3.0% | 0.01% | +0.00 |
| SDHY Pgim SHRT Durat Hi YLD | Add +3.4% | 0.01% | +0.00 |
| XMHIX Pioneer Muni High Inc. TR | Add +3.5% | 0.01% | +0.00 |
| RA Brookfield Real Assets Incom | Add +3.0% | 0.01% | +0.00 |
| KTF DWS Municipal Income Trust | Add +0.6% | 0.01% | +0.00 |
| XPHDX Pioneer Floating Rate Fund | Add +3.9% | 0.01% | +0.00 |
| IQI Invesco Quality Muni Inc. TR | Add +0.6% | 0.01% | +0.00 |
| BTZ BlackRock Credit Allocation | Add +4.0% | 0.01% | +0.00 |
| BTT BlackRock 2030 Muni TRGT TRM | Add +2.9% | 0.01% | +0.00 |
| TSI TCW Strategic Income Fund | Add +3.0% | 0.01% | +0.00 |
| DSM BNYM Strat Muni BND | Add +0.6% | 0.01% | +0.00 |
| FMN Federated Herm Prem Muni Inc. | Add +0.6% | 0.01% | +0.00 |
| VKQ Invesco Municipal Trust | Add +0.6% | 0.01% | +0.00 |
| MHD BlackRock Muniholdings Fund | Add +0.6% | 0.01% | +0.00 |
| INSIGHT SELECT INCOME FUND | Add +5.8% | 0.01% | +0.00 |
| GBDC Golub Capital BDC Inc. | Add +3.7% | 0.01% | +0.00 |
| JHI John Hancock Investors TR | Add +3.0% | 0.01% | +0.00 |
| XMVFX BlackRock Munivest Fund | Add +0.6% | 0.00% | +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 |