Riverbridge Partners LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 15, 2024), Riverbridge Partners LLC reported 182 stock positions worth $7.5 billion. Its top holding was Nvidia (NVDA) at 3.3% of the portfolio, followed by Microsoft (MSFT, 3.3%) and Globant (GLOB, 3.2%). Compared with Q2 2024, it opened 14 new positions, sold out of 10, added to 43 and reduced 105. The biggest buy was Alkami Technology (ALKT, shares +994%) and the biggest sale an exit from Powerschool Class A (PWSC).
- Most Recent 13F
- Q2 2026
- Location
- MINNEAPOLIS, MN
- CIK
- 0001112325
- Portfolio Value
- $7.5B (Q3 2024)
- SEC Filing
- 0001112325-24-000010 ↗ filed Oct 15, 2024
Holdings Value
Holdings 182 stocks · $7.5B
| NVDA Nvidia Corp. | 3.35% | 2,064,568 | $250.7M | Reduce -1.4% |
| MSFT Microsoft Corp. | 3.34% | 581,398 | $250.2M | Reduce -1.5% |
| GLOB Globant SA | 3.22% | 1,217,530 | $241.2M | Reduce -5.0% |
| HEI Heico Corp. | 3.18% | 911,930 | $238.5M | Reduce -8.9% |
| RBA RB Global Inc. | 2.97% | 2,762,335 | $222.3M | Reduce -4.6% |
| LOPE Grand Canyon Education Inc. | 2.88% | 1,522,748 | $216.0M | Reduce -5.7% |
| TYL Tyler Technologies Inc. | 2.77% | 355,090 | $207.3M | Reduce -9.3% |
| MEDP Medpace Holdings Inc. | 2.46% | 551,644 | $184.1M | Add +2.9% |
| GWRE Guidewire Software Inc. | 2.35% | 963,065 | $176.2M | Reduce -5.9% |
| ENSG The Ensign Group Inc. | 2.31% | 1,203,967 | $173.2M | Reduce -5.5% |
| KNSL Kinsale Capital Group Inc. | 2.03% | 327,230 | $152.3M | Add +11.0% |
| FND Floor & Decor Holdings Inc. Class A | 2.03% | 1,225,782 | $152.2M | Reduce -5.7% |
| FAST Fastenal Co. | 2.03% | 2,127,657 | $152.0M | Reduce -4.9% |
| CSGP Costar Group Inc. | 1.86% | 1,842,016 | $139.0M | Reduce -4.4% |
| WK Workiva Inc. | 1.85% | 1,752,259 | $138.6M | Reduce -4.2% |
| WST West Pharmaceutical Services | 1.83% | 456,749 | $137.1M | Reduce -6.2% |
| SPSC SPS Commerce Inc. | 1.82% | 701,977 | $136.3M | Reduce -9.0% |
| AMZN Amazon.com Inc. | 1.76% | 708,096 | $131.9M | Reduce -1.6% |
| FRPT Freshpet Inc. | 1.72% | 939,487 | $128.5M | Reduce -5.4% |
| ROL Rollins Inc. | 1.70% | 2,522,536 | $127.6M | Reduce -13.8% |
| PCTY Paylocity Holding Corp. | 1.70% | 772,349 | $127.4M | Reduce -4.9% |
| ANSS Ansys Inc. | 1.57% | 368,040 | $117.3M | Reduce -6.1% |
| FIVE Five Below | 1.54% | 1,303,656 | $115.2M | Reduce -5.4% |
| EXPO Exponent Inc. | 1.36% | 883,792 | $101.9M | Reduce -6.7% |
| NOW ServiceNow Inc. | 1.34% | 111,806 | $100.0M | Reduce -1.3% |
| ADI Analog Devices Inc. | 1.33% | 434,251 | $100.0M | Reduce -1.7% |
| KAI Kadant Inc. | 1.32% | 293,048 | $99.1M | Add +45.3% |
| VRSK Verisk Analytics Inc. | 1.32% | 369,286 | $99.0M | Reduce -4.6% |
| SPGI S&P Global Inc. | 1.25% | 181,330 | $93.7M | Reduce -1.4% |
| PAYC Paycom Software Inc. | 1.25% | 561,006 | $93.4M | Reduce -5.5% |
| DSGX The Descartes Systems Grp | 1.19% | 866,193 | $89.2M | Reduce -4.9% |
| UNH Unitedhealth Group Inc. | 1.19% | 152,385 | $89.1M | Reduce -1.5% |
| PRVA Privia Health Group Inc. | 1.18% | 4,866,040 | $88.6M | Reduce -5.4% |
| CRM Salesforce Inc. | 1.15% | 313,231 | $85.7M | Reduce -1.5% |
| ACVA Acv Auctions Inc. Class A | 1.11% | 4,086,722 | $83.1M | Add +17.4% |
| VEEV Veeva Systems Inc. Class A | 1.09% | 388,338 | $81.5M | Reduce -1.2% |
| DHR Danaher Corp. | 1.04% | 280,933 | $78.1M | Reduce -1.5% |
| RGEN Repligen Corp. | 1.00% | 500,976 | $74.6M | Reduce -5.1% |
| BL Blackline Inc. | 0.94% | 1,272,559 | $70.2M | Reduce -29.9% |
| CCC CCC Intelligent Solutions Ho | 0.94% | 6,337,725 | $70.0M | Reduce -5.7% |
| ALGN Align Technology Inc. | 0.89% | 261,607 | $66.5M | Reduce -6.4% |
| ALRM Alarm.com Holdings Inc. | 0.87% | 1,191,796 | $65.2M | Reduce -5.9% |
| ALKT Alkami Technology Inc. | 0.85% | 2,027,211 | $63.9M | Add +993.8% |
| GKOS Glaukos Corp. | 0.83% | 476,682 | $62.1M | Reduce -3.3% |
| CGNX Cognex Corp. | 0.81% | 1,489,345 | $60.3M | Reduce -7.1% |
| WSO Watsco Inc. | 0.80% | 121,394 | $59.7M | Reduce -10.3% |
| GOOGL Alphabet Inc. Class A | 0.79% | 358,141 | $59.4M | Reduce -1.8% |
| TECH Bio-Techne Corp. | 0.79% | 737,649 | $59.0M | Reduce -10.8% |
| TSLA Tesla Inc. | 0.77% | 220,608 | $57.7M | Add +0.2% |
| GDDY GoDaddy Inc. Class A | 0.76% | 364,342 | $57.1M | Reduce -24.7% |
| DOCS Doximity Inc. Class A | 0.75% | 1,283,386 | $55.9M | Reduce -3.4% |
| IDXX Idexx Laboratories Inc. | 0.73% | 107,809 | $54.5M | Reduce -1.6% |
| OPCH Option Care Health Inc. | 0.72% | 1,716,619 | $53.7M | Reduce -5.5% |
| CRL Charles River Laboratories | 0.70% | 266,447 | $52.5M | Reduce -7.9% |
| SBUX Starbucks Corp. | 0.69% | 529,033 | $51.6M | Reduce -1.7% |
| CHE Chemed Corp. | 0.68% | 84,873 | $51.0M | Reduce -3.3% |
| V Visa Inc. Class A | 0.66% | 180,859 | $49.7M | Reduce -1.6% |
| DV Doubleverify Holdings Inc. | 0.66% | 2,924,227 | $49.2M | Reduce -6.5% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.64% | 435,736 | $47.8M | Reduce -1.5% |
| GDYN Grid Dynamics Holdings Inc. | 0.58% | 3,087,052 | $43.2M | Reduce -5.8% |
| GOOG Alphabet Inc. Class C | 0.58% | 257,644 | $43.1M | Reduce -2.1% |
| NFLX Netflix Inc. | 0.57% | 59,990 | $42.5M | Reduce -1.7% |
| ENTG Entegris Inc. | 0.57% | 377,835 | $42.5M | Reduce -10.8% |
| CTAS Cintas Corp. | 0.57% | 205,598 | $42.3M | New |
| WSC Willscot Holdings Corp. | 0.56% | 1,117,312 | $42.0M | Reduce -3.3% |
| KRNT Kornit Digital Ltd. | 0.55% | 1,591,378 | $41.1M | Reduce -5.7% |
| PNTG The Pennant Group Inc. | 0.53% | 1,102,556 | $39.4M | Reduce -3.3% |
| TOST Toast Inc. Class A | 0.52% | 1,386,055 | $39.2M | Reduce -10.7% |
| MSI Motorola Solutions Inc. | 0.51% | 85,415 | $38.4M | Reduce -1.7% |
| FICO Fair Isaac Corp. | 0.50% | 19,372 | $37.7M | Add +2.3% |
| HLMN Hillman Solutions Corp. | 0.49% | 3,446,950 | $36.4M | Add +337.8% |
| POWI Power Integrations Inc. | 0.48% | 562,653 | $36.1M | Reduce -3.4% |
| PYCR Paycor HCM Inc. | 0.47% | 2,466,261 | $35.0M | Add +10.2% |
| TRNS Transcat Inc. | 0.44% | 274,865 | $33.2M | Add +37.1% |
| NEOG Neogen Corp. | 0.42% | 1,874,768 | $31.5M | Reduce -7.6% |
| GSHD Goosehead Insurance Inc. Class A | 0.39% | 329,453 | $29.4M | Reduce -3.3% |
| PGNY Progyny Inc. | 0.38% | 1,704,364 | $28.6M | Reduce -7.3% |
| JAMF Jamf Holding Corp. filed as JAMF HLDG CORP | 0.38% | 1,643,083 | $28.5M | Reduce -2.0% |
| USPH U.S. Physical Therapy Inc. | 0.38% | 336,131 | $28.4M | Reduce -3.4% |
| CERT Certara Inc. | 0.38% | 2,400,918 | $28.1M | Reduce -9.0% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.36% | 154,514 | $27.3M | Reduce -9.9% |
| STVN Stevanato Group SPA | 0.31% | 1,142,053 | $22.8M | Reduce -2.6% |
| RIVBX Riverbridge Growth-Inst | 0.30% | 648,183 | $22.4M | Reduce -4.4% |
| FIVN FIVE9 Inc. | 0.25% | 658,761 | $18.9M | Reduce -6.0% |
| PHR Phreesia Inc. | 0.23% | 753,229 | $17.2M | Reduce -3.3% |
| KIDS Orthopediatrics Corp. | 0.16% | 443,069 | $12.0M | Reduce -3.3% |
| AAPL Apple Inc. | 0.10% | 33,532 | $7.8M | Reduce -1.8% |
| LIN Linde PLC | 0.09% | 13,736 | $6.6M | Reduce -3.7% |
| EFX Equifax Inc. | 0.07% | 18,123 | $5.3M | Reduce -3.4% |
| VXF Vanguard Extended Market ETF | 0.06% | 25,738 | $4.7M | Reduce -48.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.06% | 37,559 | $4.4M | Reduce -3.8% |
| VFIAX Vanguard 500 Index-Adm | 0.05% | 7,639 | $4.1M | Add +12.1% |
| ECL Ecolab Inc. | 0.05% | 15,718 | $4.0M | Reduce -4.5% |
| PEP Pepsico Inc. | 0.04% | 17,440 | $3.0M | Reduce -3.6% |
| WMT Walmart Inc. | 0.04% | 36,648 | $3.0M | Reduce -4.0% |
| PG The Procter & Gamble Co. | 0.04% | 16,242 | $2.8M | Reduce -3.9% |
| SNA Snap-on Inc. | 0.04% | 9,277 | $2.7M | Reduce -3.9% |
| PAYX Paychex Inc. | 0.03% | 17,455 | $2.3M | Reduce -3.9% |
| ROK Rockwell Automation Inc. | 0.03% | 7,485 | $2.0M | Reduce -4.0% |
| IWO iShares Russell 2000 Growth | 0.03% | 6,783 | $1.9M | Reduce -17.4% |
Portfolio Sells Q2 2024 → Q3 2024
| PWSC Powerschool Holdings Inc. Class A | Sold out | 0.00% | −0.72 |
| FIVE Five Below | Reduce -5.4% | 1.54% | −0.50 |
| SQSP Squarespace Inc. Class A | Sold out | 0.00% | −0.47 |
| WST West Pharmaceutical Services | Reduce -6.2% | 1.83% | −0.35 |
| PGNY Progyny Inc. | Reduce -7.3% | 0.38% | −0.33 |
| BL Blackline Inc. | Reduce -29.9% | 0.94% | −0.26 |
| MSFT Microsoft Corp. | Reduce -1.5% | 3.34% | −0.24 |
| AMN Amn Healthcare Services Inc. | Sold out | 0.00% | −0.24 |
| ROL Rollins Inc. | Reduce -13.8% | 1.70% | −0.24 |
| GTM Zoominfo Technologies Inc. | Sold out | 0.00% | −0.23 |
| ALRM Alarm.com Holdings Inc. | Reduce -5.9% | 0.87% | −0.22 |
| CGNX Cognex Corp. | Reduce -7.1% | 0.81% | −0.21 |
| ENTG Entegris Inc. | Reduce -10.8% | 0.57% | −0.21 |
| LOPE Grand Canyon Education Inc. | Reduce -5.7% | 2.88% | −0.18 |
| DV Doubleverify Holdings Inc. | Reduce -6.5% | 0.66% | −0.17 |
| FIVN FIVE9 Inc. | Reduce -6.0% | 0.25% | −0.17 |
| NVDA Nvidia Corp. | Reduce -1.4% | 3.35% | −0.17 |
| GDDY GoDaddy Inc. Class A | Reduce -24.7% | 0.76% | −0.16 |
| SPSC SPS Commerce Inc. | Reduce -9.0% | 1.82% | −0.15 |
| ANSS Ansys Inc. | Reduce -6.1% | 1.57% | −0.15 |
| AMZN Amazon.com Inc. | Reduce -1.6% | 1.76% | −0.13 |
| CERT Certara Inc. | Reduce -9.0% | 0.38% | −0.12 |
| CRL Charles River Laboratories | Reduce -7.9% | 0.70% | −0.11 |
| GOOGL Alphabet Inc. Class A | Reduce -1.8% | 0.79% | −0.11 |
| VRSK Verisk Analytics Inc. | Reduce -4.6% | 1.32% | −0.10 |
| CSGP Costar Group Inc. | Reduce -4.4% | 1.86% | −0.09 |
| GOOG Alphabet Inc. Class C | Reduce -2.1% | 0.58% | −0.08 |
| CCC CCC Intelligent Solutions Ho | Reduce -5.7% | 0.94% | −0.08 |
| POWI Power Integrations Inc. | Reduce -3.4% | 0.48% | −0.07 |
| IVV iShares Core S&P 500 ETF | Reduce -75.0% | 0.02% | −0.07 |
| USPH U.S. Physical Therapy Inc. | Reduce -3.4% | 0.38% | −0.06 |
| WSO Watsco Inc. | Reduce -10.3% | 0.80% | −0.05 |
| VXF Vanguard Extended Market ETF | Reduce -48.7% | 0.06% | −0.05 |
| ADI Analog Devices Inc. | Reduce -1.7% | 1.33% | −0.04 |
| RBA RB Global Inc. | Reduce -4.6% | 2.97% | −0.03 |
| PRVA Privia Health Group Inc. | Reduce -5.4% | 1.18% | −0.03 |
| FRPT Freshpet Inc. | Reduce -5.4% | 1.72% | −0.03 |
| WSC Willscot Holdings Corp. | Reduce -3.3% | 0.56% | −0.03 |
| ALGN Align Technology Inc. | Reduce -6.4% | 0.89% | −0.03 |
| JKHY Jack Henry & Associates Inc. | Reduce -9.9% | 0.36% | −0.02 |
| IUSG iShares Core S&P U.S. Growth | Reduce -51.1% | 0.02% | −0.02 |
| TOST Toast Inc. Class A | Reduce -10.7% | 0.52% | −0.02 |
| KIDS Orthopediatrics Corp. | Reduce -3.3% | 0.16% | −0.02 |
| TECH Bio-Techne Corp. | Reduce -10.8% | 0.79% | −0.02 |
| XMUIX BlackRock Municipal Income | Sold out | 0.00% | −0.01 |
| XPMAX Pioneer Municipal High Inc. | Reduce -80.9% | 0.00% | −0.01 |
| BGB Blackstone Strategic Credit | Sold out | 0.00% | −0.01 |
| DG Dollar General Corp. | Reduce -2.8% | 0.02% | −0.01 |
| XMHIX Pioneer Muni High Inc. TR | Sold out | 0.00% | −0.01 |
| NEOG Neogen Corp. | Reduce -7.6% | 0.42% | −0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| ALKT Alkami Technology Inc. | Add +993.8% | 0.85% | +0.78 |
| CTAS Cintas Corp. | New | 0.57% | +0.57 |
| KAI Kadant Inc. | Add +45.3% | 1.32% | +0.52 |
| KNSL Kinsale Capital Group Inc. | Add +11.0% | 2.03% | +0.49 |
| HLMN Hillman Solutions Corp. | Add +337.8% | 0.49% | +0.39 |
| ACVA Acv Auctions Inc. Class A | Add +17.4% | 1.11% | +0.25 |
| TSLA Tesla Inc. | Add +0.2% | 0.77% | +0.18 |
| FICO Fair Isaac Corp. | Add +2.3% | 0.50% | +0.12 |
| TRNS Transcat Inc. | Add +37.1% | 0.44% | +0.12 |
| PYCR Paycor HCM Inc. | Add +10.2% | 0.47% | +0.08 |
| FINS Angel Oak Financ Strat Inc. | New | 0.01% | +0.01 |
| DMB BNY Mellon Muni BND Infra | Add +164.7% | 0.02% | +0.01 |
| LEO BNY Mellon Strategic Muni | New | 0.01% | +0.01 |
| FXAIX Fidelity 500 Index Fund | Add +164.8% | 0.02% | +0.01 |
| XPCKX PIMCO California Municipa II | New | 0.01% | +0.01 |
| PMO Franklin Muncipl Opps Tst-Ui | New | 0.01% | +0.01 |
| VFIAX Vanguard 500 Index-Adm | Add +12.1% | 0.05% | +0.01 |
| RA Brookfield Real Assets Incom | Add +33.0% | 0.02% | +0.01 |
| XMVTX BlackRock Munivest Fund II | New | 0.01% | +0.01 |
| VFL Abrdn National Municipal Inc. | New | 0.00% | +0.00 |
| MFM Aberdeen Municipal Income | New | 0.00% | +0.00 |
| MDT Medtronic PLC | New | 0.00% | +0.00 |
| DSM BNYM Strat Muni BND | Add +40.4% | 0.01% | +0.00 |
| XMCRX MFS Charter Income Trust | New | 0.00% | +0.00 |
| AFB Allianceberstein NTL Muni | New | 0.00% | +0.00 |
| CHGCY Chugai Pharmaceutic-Unsp ADR | New | 0.00% | +0.00 |
| HDB HDFC Bank Ltd.-ADR | New | 0.00% | +0.00 |
| SBGSY Schneider Elect SE-Unsp ADR | New | 0.00% | +0.00 |
| PGZ Principal Real Estate Income | Add +2.0% | 0.02% | +0.00 |
| SDHY Pgim SHRT Durat Hi YLD | Add +1.7% | 0.02% | +0.00 |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | Add +2.0% | 0.02% | +0.00 |
| OPP Rivernrth/Doublelne STR Opp | Add +2.0% | 0.02% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +23.2% | 0.00% | +0.00 |
| NAD Nuveen Quality Municipal Inc. | Add +2.0% | 0.02% | +0.00 |
| TSI TCW Strategic Income Fund | Add +1.9% | 0.01% | +0.00 |
| KTF DWS Municipal Income Trust | Add +3.1% | 0.01% | +0.00 |
| JHS John Hancock Income Sec TR | Add +0.9% | 0.01% | +0.00 |
| IQI Invesco Quality Muni Inc. TR | Add +3.1% | 0.01% | +0.00 |
| BBN BlackRock Taxable Muni BND | Add +0.3% | 0.01% | +0.00 |
| ABEV Ambev SA-ADR | Add +48.9% | 0.00% | +0.00 |
| MHD BlackRock Muniholdings Fund | Add +3.1% | 0.01% | +0.00 |
| NBB Nuveen Taxable Municipal Inc. | Add +0.3% | 0.01% | +0.00 |
| RFMZ Rivernorth Flex Muni II | Add +1.8% | 0.02% | +0.00 |
| BTZ BlackRock Credit Allocation | Add +1.4% | 0.01% | +0.00 |
| BTT BlackRock 2030 Muni TRGT TRM | Add +1.8% | 0.01% | +0.00 |
| INSIGHT SELECT INCOME FUND | Add +0.5% | 0.01% | +0.00 |
| JHI John Hancock Investors TR | Add +1.6% | 0.01% | +0.00 |
| XEVVX Eaton Vance Ltd. Durat Inc. | Add +0.3% | 0.00% | +0.00 |
| NZF Nuveen Municipal Credit Inc. | Add +1.5% | 0.00% | +0.00 |
| PPT Franklin Premir Inc. Trust-Ui | Add +0.1% | 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 |