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Riverbridge Partners LLC Top Holdings and 13F Report (2026)

About Riverbridge Partners LLC

Investment Activity

  • Riverbridge Partners LLC has $3.41 billion in total holdings as of September 30, 2026.
  • Riverbridge Partners LLC owns shares of 187 different stocks, but just 46 companies or ETFs make up 80% of its holdings.
  • Approximately 5.06% of the portfolio was purchased this quarter.
  • About 10.70% of the portfolio was sold this quarter.
  • This quarter, Riverbridge Partners LLC has purchased 195 new stocks and bought additional shares in 63 stocks.
  • Riverbridge Partners LLC sold shares of 94 stocks and completely divested from 31 stocks this quarter.

Largest Holdings

Microsoft
$200,848,796
NVIDIA
$199,890,549
Amazon.com
$118,881,893
Analog Devices
$99,727,662
Medpace
$98,314,261

Largest New Holdings this Quarter

G54950103 - Linde Plc.
$31,890,774 Holding
46120E602 - Intuitive Surgical
$30,557,260 Holding
30214U102 - Exponent
$22,822,686 Holding
40637H109 - Halozyme Therapeutics
$14,574,468 Holding
68752L100 - OrthoPediatrics
$7,225,435 Holding

Largest Purchases this Quarter

Linde Plc.
67,188 shares (about $31.89M)
Intuitive Surgical
75,148 shares (about $30.56M)
Exponent
348,864 shares (about $22.82M)
Eaton
34,725 shares (about $14.92M)
Halozyme Therapeutics
132,015 shares (about $14.57M)

Largest Sales this Quarter

Bio-Techne
432,169 shares (about $31.32M)
NVIDIA
123,648 shares (about $28.24M)
Salesforce
93,966 shares (about $21.57M)
Analog Devices
43,908 shares (about $17.42M)
Heico
57,284 shares (about $17.37M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofRiverbridge Partners LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Microsoft Corporation stock logo
MSFT
Microsoft
$200,848,796$11,247,910 ▼-5.3%391,5945.9%Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$199,890,549$28,238,736 ▼-12.4%875,2545.9%Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$118,881,893$6,843,651 ▼-5.4%477,1503.5%Consumer Discretionary
Analog Devices, Inc. stock logo
ADI
Analog Devices
$99,727,662$17,418,730 ▼-14.9%251,3872.9%Technology
Medpace Holdings, Inc. stock logo
MEDP
Medpace
$98,314,261$16,498,375 ▼-14.4%157,5092.9%Healthcare
Fastenal Company stock logo
FAST
Fastenal
$94,083,433$5,061,273 ▼-5.1%1,899,5242.8%Industrials
Heico Corporation stock logo
HEI
Heico
$92,145,133$17,367,352 ▼-15.9%303,9292.7%Industrials
Five Below, Inc. stock logo
FIVE
Five Below
$88,850,546$5,343,676 ▼-5.7%404,6572.6%Consumer Discretionary
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$85,106,778$4,346,825 ▼-4.9%298,1502.5%Healthcare
RB Global, Inc. stock logo
RBA
RB Global
$81,217,460$2,450,816 ▼-2.9%997,8802.4%Industrials
Grand Canyon Education, Inc. stock logo
LOPE
Grand Canyon Education
$78,384,880$5,852,433 ▼-6.9%517,0852.3%Consumer Discretionary
Alphabet Inc. stock logo
GOOGL
Alphabet
$77,870,985$4,560,082 ▼-5.5%226,3172.3%Communication Services
Tyler Technologies, Inc. stock logo
TYL
Tyler Technologies
$77,174,733$2,928,250 ▼-3.7%242,2312.3%Technology
West Pharmaceutical Services, Inc. stock logo
WST
West Pharmaceutical Services
$77,123,503$9,083,233 ▼-10.5%208,0152.3%Healthcare
The Ensign Group, Inc. stock logo
ENSG
The Ensign Group
$70,672,951$5,021,887 ▼-6.6%410,8892.1%Healthcare
ServiceNow, Inc. stock logo
NOW
ServiceNow
$62,588,123$3,185,818 ▼-4.8%467,0411.8%Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$61,071,734$3,378,090 ▼-5.2%179,2331.8%Communication Services
Kinsale Capital Group, Inc. stock logo
KNSL
Kinsale Capital Group
$57,456,832$2,422,880 ▼-4.0%178,0231.7%Finance
Privia Health Group, Inc. stock logo
PRVA
Privia Health Group
$57,008,213$2,034,154 ▼-3.4%2,895,2881.7%Healthcare
Danaher Corporation stock logo
DHR
Danaher
$53,951,171$4,456,033 ▲9.0%243,5171.6%Healthcare
Kadant Inc stock logo
KAI
Kadant
$49,072,925$1,811,811 ▼-3.6%187,6451.4%Industrials
S&P Global Inc. stock logo
SPGI
S&P Global
$48,697,294$2,522,240 ▼-4.9%123,4501.4%Finance
Verisk Analytics, Inc. stock logo
VRSK
Verisk Analytics
$44,280,133$1,520,384 ▼-3.3%263,8081.3%Industrials
Paylocity Holding Corporation stock logo
PCTY
Paylocity
$44,176,113$2,638,967 ▼-5.6%309,8561.3%Industrials
Cintas Corporation stock logo
CTAS
Cintas
$43,395,365$62,224 ▲0.1%222,4721.3%Industrials
Visa Inc. stock logo
V
Visa
$43,165,824$2,423,674 ▼-5.3%120,1291.3%Finance
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$37,309,750$2,106,678 ▼-5.3%101,6391.1%Healthcare
Freshpet, Inc. stock logo
FRPT
Freshpet
$36,709,544$2,161,782 ▼-5.6%637,7611.1%Consumer Staples
Glaukos Corporation stock logo
GKOS
Glaukos
$36,687,439$9,628,760 ▼-20.8%223,4451.1%Healthcare
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$36,130,530$2,219,320 ▼-5.8%69,1901.1%Healthcare
Tesla, Inc. stock logo
TSLA
Tesla
$35,968,725$2,323,287 ▼-6.1%101,3751.1%Consumer Discretionary
Guidewire Software, Inc. stock logo
GWRE
Guidewire Software
$35,411,830$2,651,129 ▼-7.0%248,3651.0%Technology
Starbucks Corporation stock logo
SBUX
Starbucks
$34,589,195$1,770,299 ▼-4.9%368,1271.0%Consumer Discretionary
Repligen Corporation stock logo
RGEN
Repligen
$31,918,953$1,241,995 ▼-3.7%166,0460.9%Healthcare
Linde Plc.
$31,890,774$31,890,774 ▲New Holding67,1880.9%COM
Watsco, Inc. stock logo
WSO
Watsco
$31,430,715$4,993,173 ▼-13.7%103,8380.9%Industrials
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$30,557,260$30,557,260 ▲New Holding75,1480.9%Healthcare
Synopsys, Inc. stock logo
SNPS
Synopsys
$30,265,783$5,699,898 ▲23.2%69,5860.9%Technology
Rollins, Inc. stock logo
ROL
Rollins
$29,906,695$4,009,033 ▼-11.8%992,9180.9%Industrials
CoStar Group, Inc. stock logo
CSGP
CoStar Group
$27,528,533$2,379,526 ▼-8.0%1,004,6910.8%Real Estate
Netflix, Inc. stock logo
NFLX
Netflix
$26,903,960$1,642,924 ▼-5.8%386,6620.8%Communication Services
Workiva Inc. stock logo
WK
Workiva
$26,667,524$2,375,882 ▼-8.2%400,5940.8%Technology
Eaton Corporation, PLC stock logo
ETN
Eaton
$26,488,949$14,921,627 ▲129.0%61,6440.8%Industrials
SAP SE stock logo
SAP
SAP
$25,826,450$386,938 ▼-1.5%123,8800.8%Technology
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$25,478,218$1,419,520 ▼-5.3%57,1300.7%Technology
The Descartes Systems Group Inc. stock logo
DSGX
The Descartes Systems Group
$25,143,608$1,605,073 ▲6.8%310,9520.7%Technology
Globant S.A. stock logo
GLOB
Globant
$24,466,180$2,246,409 ▼-8.4%705,0770.7%Technology
Cognex Corporation stock logo
CGNX
Cognex
$24,189,078$2,774,492 ▼-10.3%398,8310.7%Technology
Exponent, Inc. stock logo
EXPO
Exponent
$22,822,686$22,822,686 ▲New Holding348,8640.7%Industrials
Floor & Decor Holdings, Inc. stock logo
FND
Floor & Decor
$21,562,797$2,482,030 ▼-10.3%470,7010.6%Consumer Discretionary
CSW Industrials Inc
$20,779,265$377,962 ▼-1.8%72,1300.6%COM
Alarm.com Holdings, Inc. stock logo
ALRM
Alarm.com
$20,299,229$1,209,452 ▼-5.6%372,6680.6%Technology
Transcat, Inc. stock logo
TRNS
Transcat
$19,403,919$1,508,708 ▲8.4%219,4520.6%Industrials
Simpson Manufacturing Company, Inc. stock logo
SSD
Simpson Manufacturing
$19,403,441$1,850,461 ▼-8.7%113,5500.6%Industrials
CCC Intelligent Solutions Holdings Inc. stock logo
CCCS
CCC Intelligent Solutions
$19,060,946$299,953 ▼-1.5%2,862,0040.6%Technology
ACV Auctions Inc
$18,337,670$847,823 ▼-4.4%1,758,1660.5%COM
Entegris, Inc. stock logo
ENTG
Entegris
$15,998,106$5,178,282 ▼-24.5%103,8430.5%Technology
Agilysys, Inc. stock logo
AGYS
Agilysys
$15,993,536$1,439,405 ▼-8.3%164,7460.5%Technology
AAON, Inc. stock logo
AAON
AAON
$15,088,527$2,176,087 ▼-12.6%182,3170.4%Industrials
Halozyme Therapeutics, Inc. stock logo
HALO
Halozyme Therapeutics
$14,574,468$14,574,468 ▲New Holding132,0150.4%Healthcare
Option Care Health, Inc. stock logo
OPCH
Option Care Health
$13,717,315$913,948 ▼-6.2%609,9300.4%Healthcare
Fair Isaac Corporation stock logo
FICO
Fair Isaac
$13,657,968$1,092,495 ▼-7.4%23,0530.4%Technology
Stevanato Group S.p.A. stock logo
STVN
Stevanato Group
$13,131,680$532,892 ▲4.2%625,9140.4%Healthcare
First Watch Restaurant Group, Inc. stock logo
FWRG
First Watch Restaurant Group
$12,748,057$967,533 ▼-7.1%1,253,4960.4%Consumer Discretionary
Cactus, Inc. stock logo
WHD
Cactus
$12,459,675$2,942,072 ▲30.9%200,2520.4%Energy
The Pennant Group, Inc. stock logo
PNTG
The Pennant Group
$12,053,074$264,381 ▼-2.1%309,0530.4%Healthcare
Charles River Laboratories International, Inc. stock logo
CRL
Charles River Laboratories International
$11,661,356$5,066,461 ▼-30.3%39,5290.3%Healthcare
AppFolio, Inc. stock logo
APPF
AppFolio
$10,905,511$711,647 ▲7.0%54,3860.3%Technology
Impinj, Inc. stock logo
PI
Impinj
$10,450,730$405,551 ▲4.0%58,2900.3%Technology
Apple Inc. stock logo
AAPL
Apple
$10,396,218$14,986 ▼-0.1%31,2180.3%Technology
Guardian Pharmacy Services Inc.
$10,383,821$409,635 ▲4.1%254,6300.3%COM
Casey's General Stores, Inc. stock logo
CASY
Casey's General Stores
$9,928,084$665,036 ▲7.2%16,3170.3%Consumer Staples
Dutch Bros Inc. stock logo
BROS
Dutch Bros
$9,822,421$2,425,307 ▼-19.8%254,7310.3%Consumer Discretionary
Loar Holdings Inc.
$9,755,167$337,683 ▲3.6%158,5690.3%COM
Toast, Inc. stock logo
TOST
Toast
$8,779,151$2,802,113 ▼-24.2%302,8340.3%Finance
Casella Waste Systems, Inc. stock logo
CWST
Casella Waste Systems
$8,643,323$368,967 ▲4.5%107,5710.3%Industrials
Hillman Solutions Corp. stock logo
HLMN
Hillman Solutions
$8,605,646$196,734 ▲2.3%1,231,1370.3%Industrials
Doximity Inc
$8,602,283$632,548 ▲7.9%303,5390.3%COM
RBC Bearings Incorporated stock logo
RBC
RBC Bearings
$8,564,550$319,997 ▼-3.6%17,1560.3%Industrials
TWFG Inc
$8,346,323$359,213 ▲4.5%347,6190.2%COM
LeMaitre Vascular, Inc. stock logo
LMAT
LeMaitre Vascular
$8,225,616$919,142 ▲12.6%99,5960.2%Healthcare
Grid Dynamics Holdings, Inc. stock logo
GDYN
Grid Dynamics
$7,249,060$524,170 ▼-6.7%919,9310.2%Technology
OrthoPediatrics Corp. stock logo
KIDS
OrthoPediatrics
$7,225,435$7,225,435 ▲New Holding324,4470.2%Healthcare
Power Integrations, Inc. stock logo
POWI
Power Integrations
$7,027,027$149,236 ▼-2.1%135,6570.2%Technology
Boot Barn Holdings, Inc. stock logo
BOOT
Boot Barn
$6,945,441$1,183,254 ▼-14.6%57,6530.2%Consumer Discretionary
Jack Henry & Associates, Inc. stock logo
JKHY
Jack Henry & Associates
$6,696,225$1,062,274 ▼-13.7%46,7480.2%Finance
Goosehead Insurance stock logo
GSHD
Goosehead Insurance
$5,470,628$217,092 ▲4.1%120,6050.2%Finance
Barrett Business Services, Inc. stock logo
BBSI
Barrett Business Services
$5,389,195$208,522 ▲4.0%178,0960.2%Industrials
Align Technology, Inc. stock logo
ALGN
Align Technology
$4,517,382$1,520,087 ▼-25.2%31,0790.1%Healthcare
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$4,229,797$2,289,130 ▼-35.1%5,5230.1%ETF
Ecolab Inc. stock logo
ECL
Ecolab
$3,553,889$63,153 ▼-1.7%12,9430.1%Materials
Sixth Street Specialty Lending, Inc. stock logo
TSLX
Sixth Street Specialty Lending
$3,241,663$654,218 ▲25.3%179,8920.1%Finance
Brookfield Real Assets Income Fund Inc. stock logo
RA
Brookfield Real Assets Income Fund
$3,078,553$285,851 ▲10.2%266,5410.1%Finance
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$3,026,062$67,081 ▼-2.2%22,8710.1%Consumer Discretionary
Snap-On Incorporated stock logo
SNA
Snap-On
$2,933,688$83,571 ▼-2.8%8,0740.1%Industrials
Ares Capital Corporation stock logo
ARCC
Ares Capital
$2,908,699$783,080 ▲36.8%152,2880.1%Finance
Fidus Investment Corporation stock logo
FDUS
Fidus Investment
$2,895,151$758,700 ▲35.5%150,2410.1%Finance
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$2,880,579$31,344 ▼-1.1%6,6170.1%Industrials
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,740,892$1,448,997 ▲112.2%3,5940.1%ETF
ASML Holding N.V. stock logo
ASML
ASML
$2,712,070$320,666 ▼-10.6%1,4970.1%Technology

Showing largest 100 holdings. View all holdings.
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