Riverbridge Partners LLC Top Holdings and 13F Report (2025) About Riverbridge Partners LLCInvestment ActivityRiverbridge Partners LLC has $6.22 billion in total holdings as of June 30, 2025.Riverbridge Partners LLC owns shares of 185 different stocks, but just 50 companies or ETFs make up 80% of its holdings.Approximately 3.82% of the portfolio was purchased this quarter.About 11.17% of the portfolio was sold this quarter.This quarter, Riverbridge Partners LLC has purchased 180 new stocks and bought additional shares in 57 stocks.Riverbridge Partners LLC sold shares of 108 stocks and completely divested from 7 stocks this quarter.Largest Holdings NVIDIA $290,990,964Microsoft $266,267,146Heico $233,987,256Grand Canyon Education $208,690,974RB Global $187,702,266 Largest New Holdings this Quarter 185123106 - Clearwater Analytics $35,312,568 Holding33748L101 - First Watch Restaurant Group $20,523,892 Holding068463108 - Barrett Business Services $14,792,001 Holding87318A101 - TWFG, Inc. $12,049,345 Holding892356106 - Tractor Supply $1,919,562 Holding Largest Purchases this Quarter Fastenal 1,275,815 shares (about $53.58M)Clearwater Analytics 1,610,240 shares (about $35.31M)First Watch Restaurant Group 1,279,544 shares (about $20.52M)Transcat 213,927 shares (about $18.39M)Bio-Techne 334,436 shares (about $17.21M) Largest Sales this Quarter The Ensign Group 204,126 shares (about $31.49M)Grand Canyon Education 164,340 shares (about $31.06M)Heico 92,938 shares (about $30.48M)RB Global 284,868 shares (about $30.25M)Guidewire Software 127,262 shares (about $29.96M) 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 PortfolioSectorNVDANVIDIA$290,990,964$12,369,508 ▼-4.1%1,841,8324.7%Computer and TechnologyMSFTMicrosoft$266,267,146$7,449,712 ▼-2.7%535,3074.3%Computer and TechnologyHEIHeico$233,987,256$30,483,655 ▼-11.5%713,3763.8%AerospaceLOPEGrand Canyon Education$208,690,974$31,060,261 ▼-13.0%1,104,1853.4%Consumer DiscretionaryRBARB Global$187,702,266$30,250,128 ▼-13.9%1,767,6083.0%Business ServicesTYLTyler Technologies$167,110,320$11,732,303 ▼-6.6%281,8812.7%Computer and TechnologyAMZNAmazon.com$143,395,540$4,215,580 ▼-2.9%653,6102.3%Retail/WholesaleCSGPCoStar Group$141,023,051$9,031,091 ▼-6.0%1,754,0182.3%Computer and TechnologyMEDPMedpace$136,222,666$14,783,422 ▼-9.8%434,0242.2%MedicalFIVEFive Below$134,720,952$13,412,894 ▼-9.1%1,026,9932.2%Retail/WholesaleENSGThe Ensign Group$134,043,196$31,488,488 ▼-19.0%868,9432.2%MedicalKNSLKinsale Capital Group$126,525,976$14,200,063 ▼-10.1%261,4712.0%FinanceROLRollins$119,198,357$9,049,655 ▼-7.1%2,112,6971.9%ConstructionPRVAPrivia Health Group$113,801,022$13,105,376 ▼-10.3%4,947,8711.8%MedicalPCTYPaylocity$112,691,005$14,207,660 ▼-11.2%621,9491.8%Computer and TechnologyFASTFastenal$109,953,232$53,584,232 ▲95.1%2,617,9341.8%Retail/WholesalePAYCPaycom Software$108,776,762$8,507,422 ▼-7.3%470,0811.8%Computer and TechnologyANSSANSYS$107,922,386$8,235,044 ▼-7.1%307,2791.7%Computer and TechnologyNOWServiceNow$105,611,584$2,936,197 ▼-2.7%102,7271.7%Computer and TechnologyVEEVVeeva Systems$104,069,599$2,749,920 ▼-2.6%361,3781.7%MedicalVRSKVerisk Analytics$98,149,295$5,444,397 ▼-5.3%315,0861.6%Business ServicesADIAnalog Devices$95,692,763$2,735,799 ▼-2.8%402,0371.5%Computer and TechnologyWKWorkiva$94,178,121$10,991,909 ▼-10.5%1,375,8671.5%Computer and TechnologySPGIS&P Global$88,276,640$2,549,970 ▼-2.8%167,4161.4%FinanceGLOBGlobant$87,488,713$8,444,757 ▼-8.8%963,1081.4%Computer and TechnologyFRPTFreshpet$85,966,601$16,183,312 ▲23.2%1,264,9591.4%Consumer StaplesWSTWest Pharmaceutical Services$83,914,078$5,445,050 ▼-6.1%383,5201.4%MedicalNFLXNetflix$73,544,538$2,703,686 ▼-3.5%54,9201.2%Consumer DiscretionaryFNDFloor & Decor$73,282,510$7,287,985 ▼-9.0%964,7511.2%Retail/WholesaleSPSCSPS Commerce$70,551,767$10,109,308 ▼-12.5%518,4201.1%Business ServicesGWREGuidewire Software$70,284,401$29,963,832 ▼-29.9%298,5111.1%Computer and TechnologyKAIKadant$68,470,714$9,999,346 ▼-12.7%215,6901.1%IndustrialsDSGXThe Descartes Systems Group$64,855,792$9,398,297 ▼-12.7%638,0621.0%Computer and TechnologyALKTAlkami Technology$63,257,543$12,426,694 ▲24.4%2,098,7901.0%Computer and TechnologyTSLATesla$63,209,645$2,091,158 ▼-3.2%198,9851.0%Auto/Tires/TrucksCCCSCCC Intelligent Solutions$63,061,082$12,993,169 ▲26.0%6,701,4961.0%Computer and TechnologyVVisa$58,853,434$1,699,624 ▼-2.8%165,7610.9%Business ServicesDOCSDoximity$57,574,967$8,752,791 ▼-13.2%938,6200.9%MedicalGOOGLAlphabet$56,154,430$1,481,917 ▼-2.6%318,6430.9%Computer and TechnologyIDXXIDEXX Laboratories$53,274,647$1,695,907 ▼-3.1%99,3300.9%MedicalCRMSalesforce$52,582,316$28,455,228 ▼-35.1%192,8280.8%Computer and TechnologyDHRDanaher$51,357,196$1,383,174 ▼-2.6%259,9840.8%MedicalALRMAlarm.com$49,935,226$7,312,688 ▼-12.8%882,7160.8%IndustrialsTECHBio-Techne$49,129,046$17,206,735 ▲53.9%954,8890.8%MedicalGDDYGoDaddy$49,082,366$6,250,962 ▼-11.3%272,5890.8%Computer and TechnologyACVAACV Auctions$48,769,267$6,085,419 ▼-11.1%3,006,7370.8%Retail/WholesaleTOSTToast$45,839,922$6,131,418 ▼-11.8%1,034,9950.7%Computer and TechnologyRGENRepligen$45,781,636$6,719,376 ▼-12.8%368,0790.7%MedicalAGYSAgilysys$45,573,862$6,440,245 ▼-12.4%397,5390.7%Computer and TechnologySBUXStarbucks$45,108,826$1,211,899 ▼-2.6%492,2930.7%Retail/WholesaleCTASCintas$44,887,090$1,168,283 ▼-2.5%201,4050.7%Business ServicesGOOGAlphabet$44,718,061$1,037,554 ▼-2.3%252,0890.7%Computer and TechnologyBLBlackLine$44,113,832$16,922,756 ▼-27.7%779,1210.7%Computer and TechnologySSDSimpson Manufacturing$43,749,553$6,194,846 ▼-12.4%281,6920.7%ConstructionUNHUnitedHealth Group$42,795,818$1,509,938 ▼-3.4%137,1790.7%MedicalGKOSGlaukos$41,726,140$12,240,787 ▲41.5%403,9710.7%MedicalOPCHOption Care Health$41,109,250$5,949,556 ▼-12.6%1,265,6790.7%MedicalWSOWatsco$40,895,489$4,822,508 ▼-10.5%92,6030.7%ConstructionALGNAlign Technology$40,436,193$2,645,511 ▼-6.1%213,5750.7%MedicalEXPOExponent$39,085,393$5,393,245 ▼-12.1%523,1610.6%Business ServicesTRNSTranscat$37,886,614$18,389,166 ▲94.3%440,7470.6%Computer and TechnologyCWANClearwater Analytics$35,312,568$35,312,568 ▲New Holding1,610,2400.6%Computer and TechnologyCGNXCognex$34,465,718$4,872,129 ▼-12.4%1,086,5610.6%Computer and TechnologyMSIMotorola Solutions$33,798,770$406,165 ▼-1.2%80,3850.5%Computer and TechnologyDVDoubleVerify$33,054,483$4,091,421 ▼-11.0%2,208,0480.5%Computer and TechnologyFICOFair Isaac$32,931,979$912,137 ▼-2.7%18,0160.5%Computer and TechnologyCSW Industrials, Inc.$32,556,035$1,189,196 ▲3.8%113,5030.5%COMKRNTKornit Digital$30,626,133$4,395,052 ▼-12.5%1,538,2290.5%IndustrialsCHEChemed$30,191,593$4,633,137 ▼-13.3%62,0040.5%MedicalGDYNGrid Dynamics$26,101,723$3,859,514 ▼-12.9%2,259,8890.4%Computer and TechnologyGSHDGoosehead Insurance$25,362,237$3,878,013 ▼-13.3%240,3780.4%FinanceTTDTrade Desk$24,163,867$30,092 ▼-0.1%335,6560.4%Computer and TechnologyRiverbridge Growth Fund - Inst$24,137,168$171,018 ▲0.7%661,6550.4%COMPNTGThe Pennant Group$24,093,044$3,626,000 ▼-13.1%807,1370.4%MedicalPOWIPower Integrations$22,985,326$3,443,827 ▼-13.0%411,1870.4%Computer and TechnologyWSCWillScot$22,395,155$3,396,889 ▼-13.2%817,3410.4%FinanceENTGEntegris$21,988,452$3,677,565 ▼-14.3%272,6400.4%Computer and TechnologyJKHYJack Henry & Associates$21,306,873$2,511,746 ▼-10.5%118,2600.3%Computer and TechnologySTVNStevanato Group$20,603,014$3,021,527 ▼-12.8%843,3490.3%MedicalFWRGFirst Watch Restaurant Group$20,523,892$20,523,892 ▲New Holding1,279,5440.3%Retail/WholesaleCRLCharles River Laboratories International$20,275,269$13,520,235 ▼-40.0%133,6270.3%MedicalHLMNHillman Solutions$17,776,644$2,977,109 ▼-14.3%2,489,7260.3%ConstructionPHRPhreesia$15,696,322$2,358,595 ▼-13.1%551,5220.3%MedicalBBSIBarrett Business Services$14,792,001$14,792,001 ▲New Holding354,8090.2%Business ServicesINSPInspire Medical Systems$14,778,965$2,401,390 ▼-14.0%113,8860.2%MedicalTWFG, Inc.$12,049,345$12,049,345 ▲New Holding344,2670.2%COMJAMFJamf$11,172,151$1,938,528 ▼-14.8%1,174,7790.2%Business ServicesKIDSOrthoPediatrics$6,895,942$1,104,889 ▼-13.8%321,0400.1%MedicalAAPLApple$6,642,379$32,212 ▼-0.5%32,3750.1%Computer and TechnologyVXFVanguard Extended Market ETF$6,081,841$3,515,173 ▼-36.6%31,5600.1%ETFLinde Plc$4,950,318$1,142,922 ▼-18.8%10,5510.1%COMTJXTJX Companies$4,319,680$51,125 ▼-1.2%34,9800.1%Retail/WholesaleVanguard Index Tr 500 Index Ad$4,118,395$1,145 ▼0.0%7,1930.1%COMEFXEquifax$3,752,565$708,339 ▼-15.9%14,4680.1%Business ServicesECLEcolab$3,652,529$15,358 ▼-0.4%13,5560.1%Basic MaterialsWMTWalmart$3,344,467$27,574 ▼-0.8%34,2040.1%Retail/WholesaleORCLOracle$3,146,523$2,097,099 ▲199.8%14,3920.1%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$2,781,297$112,339 ▲4.2%12,2800.0%Computer and TechnologySNASnap-On$2,697,619$22,405 ▼-0.8%8,6690.0%Consumer DiscretionaryPGProcter & Gamble$2,421,823$18,959 ▼-0.8%15,2010.0%Consumer StaplesShowing largest 100 holdings. 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