Riverbridge Partners LLC Top Holdings and 13F Report (2024) → This is the best new way to score with AI (From Weiss Ratings) (Ad) About Riverbridge Partners LLCInvestment ActivityRiverbridge Partners LLC has $8.20 billion in total holdings as of March 31, 2024.Riverbridge Partners LLC owns shares of 174 different stocks, but just 49 companies or ETFs make up 80% of its holdings.Approximately 5.65% of the portfolio was purchased this quarter.About 3.33% of the portfolio was sold this quarter.This quarter, Riverbridge Partners LLC has purchased 202 new stocks and bought additional shares in 78 stocks.Riverbridge Partners LLC sold shares of 74 stocks and completely divested from 35 stocks this quarter.Largest Holdings Globant $272,318,046Microsoft $252,758,308RB Global $249,087,687Medpace $245,015,798NVIDIA $236,911,114 Largest New Holdings this Quarter Fair Isaac $24,867,635 HoldingPGIM Short Duration High Yield Opportunities Fund $992,841 HoldingBlackrock Municipal 2030 Target Term Trust $699,592 HoldingInsight Select Income Fund $447,357 HoldingJohn Hancock Investors Trust $359,269 Holding Largest Purchases this Quarter Kinsale Capital Group 80,319 shares (about $42.15M)Paycom Software 197,411 shares (about $39.29M)Fair Isaac 19,900 shares (about $24.87M)The Descartes Systems Group 270,929 shares (about $24.80M)Entegris 164,372 shares (about $23.10M) Largest Sales this Quarter Fastenal 381,125 shares (about $29.40M)CoStar Group 281,003 shares (about $27.14M)Ecolab 115,855 shares (about $26.75M)iShares Russell 2000 ETF 90,424 shares (about $19.02M)Medpace 46,134 shares (about $18.65M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRiverbridge Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGLOBGlobant$272,318,046$10,156,780 ▲3.9%1,348,7773.3%Computer and TechnologyMSFTMicrosoft$252,758,308$10,508,316 ▼-4.0%600,7763.1%Computer and TechnologyRBARB Global$249,087,687$7,573,887 ▼-3.0%3,270,1553.0%Business ServicesMEDPMedpace$245,015,798$18,645,045 ▼-7.1%606,2503.0%MedicalNVDANVIDIA$236,911,114$10,442,460 ▼-4.2%262,1972.9%Computer and TechnologyFIVEFive Below$236,862,002$419,532 ▲0.2%1,305,8882.9%Retail/WholesaleLOPEGrand Canyon Education$231,389,849$3,067,721 ▼-1.3%1,698,7732.8%Consumer DiscretionaryHEIHEICO$212,845,048$14,462,329 ▲7.3%1,114,3722.6%AerospaceFNDFloor & Decor$202,942,314$8,135,990 ▲4.2%1,565,6712.5%ConstructionWSTWest Pharmaceutical Services$198,603,401$12,918,356 ▲7.0%501,8912.4%MedicalCSGPCoStar Group$191,468,445$27,144,890 ▼-12.4%1,982,0752.3%Computer and TechnologyFASTFastenal$177,337,334$29,399,988 ▼-14.2%2,298,9022.2%Retail/WholesaleTYLTyler Technologies$172,423,662$11,879,885 ▲7.4%405,6932.1%Computer and TechnologyENSGThe Ensign Group$167,479,937$6,506,048 ▲4.0%1,346,0852.0%MedicalWKWorkiva$165,159,701$6,681,901 ▲4.2%1,947,6382.0%Computer and TechnologyKNSLKinsale Capital Group$163,542,820$42,146,657 ▲34.7%311,6642.0%FinanceSPSCSPS Commerce$153,412,527$6,199,330 ▲4.2%829,7051.9%Business ServicesPCTYPaylocity$149,453,782$9,831,081 ▲7.0%869,6251.8%Computer and TechnologyANSSANSYS$140,792,559$9,368,465 ▼-6.2%405,5551.7%Computer and TechnologyROLRollins$139,306,351$6,986,077 ▲5.3%3,010,7271.7%ConstructionAMZNAmazon.com$132,127,576$5,558,407 ▼-4.0%732,4961.6%Retail/WholesaleBLBlackLine$126,659,818$4,264,539 ▲3.5%1,961,2861.5%Computer and TechnologyGWREGuidewire Software$125,775,373$8,091,740 ▲6.9%1,077,6741.5%Computer and TechnologyFRPTFreshpet$123,452,891$4,556,311 ▲3.8%1,065,5351.5%Consumer StaplesPAYCPaycom Software$123,101,715$39,286,795 ▲46.9%618,5701.5%Computer and TechnologyALRMAlarm.com$117,865,325$5,717,664 ▲5.1%1,626,4021.4%Industrial ProductsPRVAPrivia Health Group$105,779,377$20,712,056 ▲24.3%5,399,6621.3%MedicalCRMSalesforce$97,563,408$4,220,137 ▼-4.1%323,9371.2%Computer and TechnologyALGNAlign Technology$95,657,161$10,981,379 ▲13.0%291,7091.2%MedicalVRSKVerisk Analytics$93,577,503$2,998,721 ▲3.3%396,9691.1%Business ServicesVEEVVeeva Systems$92,943,446$3,605,099 ▼-3.7%401,1541.1%Computer and TechnologyDSGXThe Descartes Systems Group$89,389,393$24,798,133 ▲38.4%976,6131.1%Computer and TechnologyADIAnalog Devices$89,019,535$3,432,250 ▼-3.7%450,0711.1%Computer and TechnologyNOWServiceNow$87,962,575$3,702,211 ▼-4.0%115,3761.1%Computer and TechnologyDVDoubleVerify$87,808,583$6,238,263 ▲7.6%2,497,4001.1%Computer and TechnologyCCCSCCC Intelligent Solutions$86,162,995$4,401,579 ▲5.4%7,204,2641.1%FinanceEXPOExponent$83,132,110$5,517,075 ▲7.1%1,005,3471.0%Business ServicesCRLCharles River Laboratories International$82,308,586$11,700,425 ▲16.6%303,7781.0%MedicalSQSPSquarespace$82,188,643$5,768,781 ▲7.5%2,255,4511.0%Computer and TechnologyRGENRepligen$81,875,390$6,590,781 ▲8.8%445,1681.0%MedicalSPGIS&P Global$79,644,063$3,324,033 ▼-4.0%187,2001.0%Business ServicesUNHUnitedHealth Group$77,986,925$3,022,120 ▼-3.7%157,6451.0%MedicalPGNYProgyny$76,170,097$6,394,741 ▲9.2%1,996,5950.9%MedicalCGNXCognex$73,209,299$6,772,227 ▲10.2%1,725,8200.9%Computer and TechnologyDHRDanaher$72,542,191$3,022,862 ▼-4.0%290,4940.9%Multi-Sector ConglomeratesKAIKadant$71,699,067$1,365,553 ▼-1.9%218,5280.9%Industrial ProductsACVAACV Auctions$69,703,606$4,874,493 ▲7.5%3,713,5650.9%Retail/WholesaleOPCHOption Care Health$65,733,696$5,629,621 ▲9.4%1,959,8600.8%MedicalENTGEntegris$62,131,438$23,100,829 ▲59.2%442,0910.8%Computer and TechnologyCHEChemed$61,167,819$1,147,133 ▼-1.8%95,2870.7%MedicalGDDYGoDaddy$60,814,011$9,884,858 ▲19.4%512,4200.7%Computer and TechnologyWSOWatsco$60,734,919$9,137,452 ▲17.7%140,6000.7%ConstructionTECHBio-Techne$60,650,222$10,897,360 ▲21.9%861,6310.7%MedicalIDXXIDEXX Laboratories$60,204,898$2,624,060 ▼-4.2%111,5050.7%MedicalWSCWillScot Mobile Mini$58,226,937$1,005,237 ▼-1.7%1,252,1920.7%Consumer DiscretionaryGOOGLAlphabet$56,292,185$3,712,122 ▼-6.2%372,9690.7%Computer and TechnologyPWSCPowerSchool$53,413,860$20,355,325 ▲61.6%2,508,8710.7%Consumer DiscretionaryVVisa$52,186,037$2,319,993 ▼-4.3%186,9930.6%Business ServicesGKOSGlaukos$50,399,283$618,919 ▼-1.2%534,5140.6%MedicalCERTCertara$50,394,978$4,953,440 ▲10.9%2,818,5110.6%MedicalSBUXStarbucks$50,182,029$2,229,823 ▼-4.3%549,0980.6%Retail/WholesaleFIVNFive9$47,224,552$2,648,309 ▲5.9%760,3370.6%Computer and TechnologyPOWIPower Integrations$45,098,171$854,235 ▼-1.9%630,3030.6%Computer and TechnologyGDYNGrid Dynamics$43,237,105$3,538,119 ▲8.9%3,518,0720.5%Computer and TechnologyUSPHU.S. Physical Therapy$42,520,947$669,206 ▼-1.5%376,7250.5%MedicalSTVNStevanato Group$41,337,032$415,791 ▲1.0%1,287,7580.5%MedicalGOOGAlphabet$40,655,491$3,445,639 ▼-7.8%267,0140.5%Computer and TechnologyTOSTToast$40,327,044$9,025,078 ▲28.8%1,618,2600.5%Computer and TechnologyTTDTrade Desk$39,175,952$609,230 ▲1.6%448,1350.5%Computer and TechnologyAMNAMN Healthcare Services$39,052,414$2,093,959 ▲5.7%624,7390.5%MedicalNFLXNetflix$37,766,565$1,665,288 ▼-4.2%62,1850.5%Consumer DiscretionaryPYCRPaycor HCM$36,541,276$120,606 ▼-0.3%1,879,6950.4%Computer and TechnologyMODNModel N$36,023,020$399,975 ▲1.1%1,265,2980.4%Computer and TechnologyNEOGNeogen$33,824,702$2,889,744 ▲9.3%2,143,5170.4%MedicalKRNTKornit Digital$32,616,860$2,445,512 ▲8.1%1,800,0470.4%Industrial ProductsMSIMotorola Solutions$31,346,149$1,213,676 ▼-3.7%88,3040.4%Computer and TechnologyJKHYJack Henry & Associates$31,014,879$5,049,475 ▲19.4%178,5230.4%Computer and TechnologyFICOFair Isaac$24,867,635$24,867,635 ▲New Holding19,9000.3%Computer and TechnologyGSHDGoosehead Insurance$24,597,771$440,825 ▼-1.8%369,2250.3%FinancePNTGThe Pennant Group$24,311,346$76,027 ▼-0.3%1,238,4790.3%MedicalZIZoomInfo Technologies$23,091,696$2,669,139 ▲13.1%1,440,5300.3%Computer and TechnologyRiverbridge Growth Fund - Inst$22,195,005$1,130,659 ▼-4.8%672,3720.3%COMIMXIInternational Money Express$22,024,810$75,818 ▲0.3%964,7310.3%Business ServicesPHRPhreesia$20,212,681$269,069 ▲1.3%844,6590.2%MedicalKIDSOrthoPediatrics$14,359,550$188,578 ▼-1.3%492,4400.2%MedicalDHDefinitive Healthcare$14,176,775$141,419 ▲1.0%1,756,7260.2%MedicalLinde Plc$6,673,207$98,436 ▼-1.5%14,3720.1%COMAAPLApple$5,863,416$8,050,129 ▼-57.9%34,1930.1%Computer and TechnologyEFXEquifax$5,047,032$65,007 ▼-1.3%18,8660.1%Business ServicesVXFVanguard Extended Market ETF$4,707,156$3,809,261 ▼-44.7%26,8570.1%ETFTJXTJX Companies$3,991,080$61,968 ▼-1.5%39,3520.0%Retail/WholesaleECLEcolab$3,860,109$26,750,385 ▼-87.4%16,7180.0%Basic MaterialsPEPPepsiCo$3,191,657$242,564 ▼-7.1%18,2370.0%Consumer StaplesSNASnap-on$2,871,557$59,540 ▼-2.0%9,6940.0%Consumer DiscretionaryVanguard Index Tr 500 Index Ad$2,815,437$4,568,600 ▼-61.9%5,8070.0%COMPGProcter & Gamble$2,762,306$457,869 ▼-14.2%17,0250.0%Consumer StaplesDGDollar General$2,618,999$97,850 ▲3.9%16,7820.0%Retail/WholesaleWMTWalmart$2,315,342$1,519,654 ▲191.0%38,4800.0%Retail/WholesaleROKRockwell Automation$2,279,949$47,195 ▼-2.0%7,8260.0%Industrial ProductsPAYXPaychex$2,249,328$36,963 ▼-1.6%18,3170.0%Business ServicesShowing largest 100 holdings. 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