# RIVERBRIDGE PARTNERS LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1112325. Source: https://holderbook.com/funds/1112325-riverbridge-partners-llc/

- Reported value: $3.6B
- Positions: 198
- Weight of the ten largest: 33.6%
- Filed: 2026-07-13

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $199.9M | 998,902 | 5.6% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $154.3M | 413,524 | 4.3% | 31 |
| HEICO CORP NEW | [HEI](https://holderbook.com/stocks/HEI/) | $128.7M | 361,213 | 3.6% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $120.3M | 504,618 | 3.4% | 31 |
| RB GLOBAL INC | [RBA](https://holderbook.com/stocks/RBA/) | $119.7M | 1,027,992 | 3.3% | 13 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $117.3M | 295,295 | 3.3% | 31 |
| MEDPACE HLDGS INC | [MEDP](https://holderbook.com/stocks/MEDP/) | $97.4M | 183,941 | 2.7% | 22 |
| FASTENAL CO | [FAST](https://holderbook.com/stocks/FAST/) | $96.1M | 2,001,710 | 2.7% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $85.6M | 239,570 | 2.4% | 31 |
| WEST PHARMACEUTICAL SVSC INC | [WST](https://holderbook.com/stocks/WST/) | $83.5M | 232,514 | 2.3% | 31 |
| GRAND CANYON ED INC | [LOPE](https://holderbook.com/stocks/LOPE/) | $79.5M | 555,692 | 2.2% | 31 |
| PRIVIA HEALTH GROUP INC | [PRVA](https://holderbook.com/stocks/PRVA/) | $77.2M | 2,998,597 | 2.2% | 19 |
| FIVE BELOW INC | [FIVE](https://holderbook.com/stocks/FIVE/) | $77.1M | 428,994 | 2.2% | 31 |
| TYLER TECHNOLOGIES INC | [TYL](https://holderbook.com/stocks/TYL/) | $73.5M | 251,422 | 2.1% | 31 |
| ENSIGN GROUP INC | [ENSG](https://holderbook.com/stocks/ENSG/) | $70.5M | 440,086 | 2.0% | 25 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $66.8M | 189,147 | 1.9% | 31 |
| KINSALE CAP GROUP INC | [KNSL](https://holderbook.com/stocks/KNSL/) | $61.2M | 185,530 | 1.7% | 15 |
| KADANT INC | [KAI](https://holderbook.com/stocks/KAI/) | $61.1M | 194,573 | 1.7% | 25 |
| VEEVA SYS INC | [VEEV](https://holderbook.com/stocks/VEEV/) | $55.6M | 313,378 | 1.6% | 31 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $52.9M | 129,844 | 1.5% | 21 |
| WATSCO INC | [WSO](https://holderbook.com/stocks/WSO/) | $50.1M | 120,334 | 1.4% | 31 |
| VERISK ANALYTICS INC | [VRSK](https://holderbook.com/stocks/VRSK/) | $49.0M | 272,866 | 1.4% | 31 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $48.7M | 490,814 | 1.4% | 27 |
| ROLLINS INC | [ROL](https://holderbook.com/stocks/ROL/) | $47.0M | 1,126,020 | 1.3% | 31 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $45.4M | 107,923 | 1.3% | 9 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $44.6M | 107,378 | 1.2% | 31 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $43.5M | 126,874 | 1.2% | 31 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $42.6M | 223,404 | 1.2% | 29 |
| FRESHPET INC | [FRPT](https://holderbook.com/stocks/FRPT/) | $39.9M | 675,318 | 1.1% | 31 |
| STARBUCKS CORP | [SBUX](https://holderbook.com/stocks/SBUX/) | $39.5M | 386,968 | 1.1% | 31 |
| GLAUKOS CORP | [GKOS](https://holderbook.com/stocks/GKOS/) | $39.4M | 282,089 | 1.1% | 21 |
| IDEXX LABS INC | [IDXX](https://holderbook.com/stocks/IDXX/) | $38.7M | 73,440 | 1.1% | 26 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $38.4M | 73,993 | 1.1% | 14 |
| CINTAS CORP | [CTAS](https://holderbook.com/stocks/CTAS/) | $37.8M | 222,153 | 1.1% | 8 |
| PAYLOCITY HLDG CORP | [PCTY](https://holderbook.com/stocks/PCTY/) | $34.3M | 328,366 | 1.0% | 31 |
| GUIDEWIRE SOFTWARE INC | [GWRE](https://holderbook.com/stocks/GWRE/) | $32.8M | 266,959 | 0.9% | 31 |
| COGNEX CORP | [CGNX](https://holderbook.com/stocks/CGNX/) | $32.2M | 444,577 | 0.9% | 31 |
| FLOOR & DECOR HLDGS INC | [FND](https://holderbook.com/stocks/FND/) | $31.2M | 524,882 | 0.9% | 31 |
| COSTAR GROUP INC | [CSGP](https://holderbook.com/stocks/CSGP/) | $30.9M | 1,091,535 | 0.9% | 31 |
| BIO-TECHNE CORP | [TECH](https://holderbook.com/stocks/TECH/) | $30.8M | 436,507 | 0.9% | 31 |
| FAIR ISAAC CORP | [FICO](https://holderbook.com/stocks/FICO/) | $29.7M | 24,897 | 0.8% | 10 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $29.3M | 410,274 | 0.8% | 31 |
| AAON INC | [AAON](https://holderbook.com/stocks/AAON/) | $26.5M | 208,611 | 0.7% | 4 |
| SIMPSON MFG INC | [SSD](https://holderbook.com/stocks/SSD/) | $26.0M | 124,379 | 0.7% | 7 |
| SYNOPSYS INC | [SNPS](https://holderbook.com/stocks/SNPS/) | $25.2M | 56,481 | 0.7% | 4 |
| MOTOROLA SOLUTIONS INC | [MSI](https://holderbook.com/stocks/MSI/) | $25.0M | 60,313 | 0.7% | 13 |
| ENTEGRIS INC | [ENTG](https://holderbook.com/stocks/ENTG/) | $24.7M | 137,455 | 0.7% | 16 |
| REPLIGEN CORP | [RGEN](https://holderbook.com/stocks/RGEN/) | $23.5M | 172,507 | 0.7% | 13 |
| DUTCH BROS INC | [BROS](https://holderbook.com/stocks/BROS/) | $22.8M | 317,628 | 0.6% | 4 |
| GLOBANT S A | [GLOB](https://holderbook.com/stocks/GLOB/) | $22.3M | 769,815 | 0.6% | 31 |
| WORKIVA INC | [WK](https://holderbook.com/stocks/WK/) | $21.2M | 436,284 | 0.6% | 31 |
| EXPONENT INC | [EXPO](https://holderbook.com/stocks/EXPO/) | $21.1M | 359,934 | 0.6% | 31 |
| Riverbridge Growth Fund - Inst | - | $21.0M | 784,937 | 0.6% | 31 |
| CSW INDUSTRIALS INC | [CSW](https://holderbook.com/stocks/CSW/) | $20.4M | 73,442 | 0.6% | 7 |
| DESCARTES SYS GROUP INC | [DSGX](https://holderbook.com/stocks/DSGX/) | $20.2M | 291,102 | 0.6% | 29 |
| SAP SE | [SAP](https://holderbook.com/stocks/SAP/) | $19.4M | 125,736 | 0.5% | 6 |
| TRANSCAT INC | [TRNS](https://holderbook.com/stocks/TRNS/) | $18.8M | 202,389 | 0.5% | 9 |
| AGILYSYS INC | [AGYS](https://holderbook.com/stocks/AGYS/) | $18.8M | 179,573 | 0.5% | 6 |
| ALARM COM HLDGS INC | [ALRM](https://holderbook.com/stocks/ALRM/) | $18.4M | 394,872 | 0.5% | 31 |
| FIRST WATCH RESTAURANT GROUP | [FWRG](https://holderbook.com/stocks/FWRG/) | $17.4M | 1,348,632 | 0.5% | 5 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $15.9M | 101,205 | 0.4% | 31 |
| CCC INTELLIGENT SOLUTIONS HL | [CCC](https://holderbook.com/stocks/CCC/) | $15.0M | 2,907,042 | 0.4% | 15 |
| OPTION CARE HEALTH INC | [OPCH](https://holderbook.com/stocks/OPCH/) | $13.6M | 650,568 | 0.4% | 12 |
| ACV AUCTIONS INC | [ACVA](https://holderbook.com/stocks/ACVA/) | $13.2M | 1,839,453 | 0.4% | 13 |
| CHARLES RIV LABS INTL INC | [CRL](https://holderbook.com/stocks/CRL/) | $12.9M | 56,703 | 0.4% | 22 |
| LOAR HOLDINGS INC | [LOAR](https://holderbook.com/stocks/LOAR/) | $12.3M | 153,080 | 0.3% | 3 |
| CASEYS GEN STORES INC | [CASY](https://holderbook.com/stocks/CASY/) | $12.1M | 15,224 | 0.3% | 4 |
| PENNANT GROUP INC | [PNTG](https://holderbook.com/stocks/PNTG/) | $11.7M | 315,832 | 0.3% | 24 |
| POWER INTEGRATIONS INC | [POWI](https://holderbook.com/stocks/POWI/) | $11.6M | 138,538 | 0.3% | 31 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $11.5M | 26,919 | 0.3% | 1 |
| RBC BEARINGS INC | [RBC](https://holderbook.com/stocks/RBC/) | $11.5M | 17,797 | 0.3% | 2 |
| TOAST INC | [TOST](https://holderbook.com/stocks/TOST/) | $11.1M | 399,492 | 0.3% | 12 |
| BOOT BARN HLDGS INC | [BOOT](https://holderbook.com/stocks/BOOT/) | $11.1M | 67,475 | 0.3% | 1 |
| STEVANATO GROUP S P A | [STVN](https://holderbook.com/stocks/STVN/) | $10.9M | 600,514 | 0.3% | 12 |
| DOUBLEVERIFY HLDGS INC | [DV](https://holderbook.com/stocks/DV/) | $10.5M | 972,989 | 0.3% | 14 |
| GUARDIAN PHARMACY SVCS INC | [GRDN](https://holderbook.com/stocks/GRDN/) | $10.2M | 244,585 | 0.3% | 1 |
| HILLMAN SOLUTIONS CORP | [HLMN](https://holderbook.com/stocks/HLMN/) | $10.2M | 1,202,992 | 0.3% | 9 |
| CASELLA WASTE SYS INC | [CWST](https://holderbook.com/stocks/CWST/) | $10.0M | 102,979 | 0.3% | 2 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $9.0M | 31,263 | 0.3% | 31 |
| LEMAITRE VASCULAR INC | [LMAT](https://holderbook.com/stocks/LMAT/) | $8.5M | 88,467 | 0.2% | 2 |
| APPFOLIO INC | [APPF](https://holderbook.com/stocks/APPF/) | $8.2M | 50,837 | 0.2% | 2 |
| IMPINJ INC | [PI](https://holderbook.com/stocks/PI/) | $8.0M | 56,028 | 0.2% | 1 |
| TWFG INC | [TWFG](https://holderbook.com/stocks/TWFG/) | $8.0M | 332,658 | 0.2% | 5 |
| CACTUS INC | [WHD](https://holderbook.com/stocks/WHD/) | $7.8M | 152,967 | 0.2% | 1 |
| HENRY JACK & ASSOC INC | [JKHY](https://holderbook.com/stocks/JKHY/) | $7.5M | 54,164 | 0.2% | 25 |
| ALIGN TECHNOLOGY INC | [ALGN](https://holderbook.com/stocks/ALGN/) | $7.0M | 41,537 | 0.2% | 21 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $6.4M | 8,512 | 0.2% | 31 |
| BARRETT BUSINESS SVCS INC | [BBSI](https://holderbook.com/stocks/BBSI/) | $6.1M | 171,205 | 0.2% | 5 |
| DOXIMITY INC | [DOCS](https://holderbook.com/stocks/DOCS/) | $5.8M | 281,219 | 0.2% | 9 |
| GOOSEHEAD INS INC | [GSHD](https://holderbook.com/stocks/GSHD/) | $5.6M | 115,819 | 0.2% | 26 |
| GRID DYNAMICS HLDGS INC | [GDYN](https://holderbook.com/stocks/GDYN/) | $5.6M | 986,450 | 0.2% | 22 |
| VANGUARD INDEX FDS | [VXF](https://holderbook.com/stocks/VXF/) | $5.5M | 22,413 | 0.2% | 22 |
| VANGUARD 500 INDEX ADMIRAL | - | $5.0M | 7,181 | 0.1% | 31 |
| ECOLAB INC | [ECL](https://holderbook.com/stocks/ECL/) | $3.7M | 13,173 | 0.1% | 31 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $3.5M | 23,378 | 0.1% | 26 |
| ISHARES TR | [IWO](https://holderbook.com/stocks/IWO/) | $3.4M | 8,718 | 0.1% | 31 |
| SNAP ON INC | [SNA](https://holderbook.com/stocks/SNA/) | $3.3M | 8,304 | 0.1% | 31 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $3.3M | 1,674 | 0.1% | 6 |
| ROCKWELL AUTOMATION INC | [ROK](https://holderbook.com/stocks/ROK/) | $3.3M | 6,689 | 0.1% | 30 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $3.3M | 6,809 | 0.1% | 11 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +7.2% | +14.8% | -7.7% | 99% |
| Q1 2026 | -11.5% | -4.6% | -6.9% | 99% |
| Q4 2025 | -2.5% | +2.4% | -4.8% | 100% |
| Q3 2025 | +0.9% | +7.8% | -6.9% | 100% |
| Q2 2025 | +7.9% | +10.5% | -2.5% | 99% |
| Q1 2025 | -9.4% | -4.6% | -4.8% | 100% |
| Q4 2024 | +3.7% | +2.1% | +1.5% | 100% |
| Q3 2024 | +6.1% | +5.4% | +0.6% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $3.6B | 198 |
| Q1 2026 | $4.1B | 192 |
| Q4 2025 | $5.3B | 188 |
| Q3 2025 | $5.9B | 186 |
| Q2 2025 | $6.2B | 185 |
| Q1 2025 | $6.2B | 180 |
| Q4 2024 | $7.3B | 179 |
| Q3 2024 | $7.5B | 182 |
| Q2 2024 | $7.4B | 178 |
| Q1 2024 | $8.2B | 174 |
| Q4 2023 | $8.0B | 202 |
| Q3 2023 | $7.3B | 192 |