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

About Riverbridge Partners LLC

Investment Activity

  • Riverbridge Partners LLC has $4.09 billion in total holdings as of March 31, 2026.
  • Riverbridge Partners LLC owns shares of 192 different stocks, but just 50 companies or ETFs make up 80% of its holdings.
  • Approximately 4.68% of the portfolio was purchased this quarter.
  • About 20.59% of the portfolio was sold this quarter.
  • This quarter, Riverbridge Partners LLC has purchased 188 new stocks and bought additional shares in 65 stocks.
  • Riverbridge Partners LLC sold shares of 91 stocks and completely divested from 14 stocks this quarter.

Largest Holdings

NVIDIA
$201,701,017
Microsoft
$170,206,567
Five Below
$130,759,266
RB Global
$122,245,546

Largest New Holdings this Quarter

03783C100 - AppFolio
$13,905,795 Holding
147448104 - Casella Waste Systems
$13,742,063 Holding
525558201 - LeMaitre Vascular
$11,528,268 Holding
75524B104 - RBC Bearings
$11,072,137 Holding
22160K105 - Costco Wholesale
$1,760,692 Holding

Largest Purchases this Quarter

Linde Plc
71,122 shares (about $35.26M)
Watsco
62,328 shares (about $22.67M)
Kadant
76,366 shares (about $22.33M)
AppFolio
88,112 shares (about $13.91M)
Casella Waste Systems
173,205 shares (about $13.74M)

Largest Sales this Quarter

NVIDIA
370,437 shares (about $64.60M)
Five Below
242,342 shares (about $55.37M)
Heico
183,299 shares (about $50.26M)
iShares Core S&P 500 ETF
68,577 shares (about $44.79M)
Paycom Software
353,862 shares (about $43.01M)

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
NVIDIA Corporation stock logo
NVDA
NVIDIA
$201,701,017$64,604,186 -24.3%1,156,5434.9%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$170,206,567$12,347,404 -6.8%459,8064.2%Computer and Technology
Five Below, Inc. stock logo
FIVE
Five Below
$130,759,266$55,370,272 -29.7%572,3013.2%Retail/Wholesale
RB Global, Inc. stock logo
RBA
RB Global
$122,245,546$21,660,373 -15.1%1,275,3843.0%Business Services
Grand Canyon Education, Inc. stock logo
LOPE
Grand Canyon Education
$121,841,087$23,212,660 -16.0%716,5863.0%Consumer Discretionary
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$117,055,852$9,523,561 -7.5%562,0392.9%Retail/Wholesale
The Ensign Group, Inc. stock logo
ENSG
The Ensign Group
$114,722,974$25,623,738 -18.3%569,3452.8%Medical
Medpace Holdings, Inc. stock logo
MEDP
Medpace
$114,000,563$17,076,531 -13.0%237,4072.8%Medical
Heico Corporation stock logo
HEI
Heico
$111,387,042$50,260,528 -31.1%406,2262.7%Aerospace
Analog Devices, Inc. stock logo
ADI
Analog Devices
$110,288,014$8,812,797 -7.4%346,6652.7%Computer and Technology
Fastenal Company stock logo
FAST
Fastenal
$103,095,317$7,409,059 -6.7%2,221,8822.5%Retail/Wholesale
Tyler Technologies, Inc. stock logo
TYL
Tyler Technologies
$87,790,717$6,050,884 7.4%256,4132.1%Computer and Technology
Kinsale Capital Group, Inc. stock logo
KNSL
Kinsale Capital Group
$84,129,072$7,590,667 -8.3%246,2362.1%Finance
Privia Health Group, Inc. stock logo
PRVA
Privia Health Group
$80,592,189$13,692,256 -14.5%3,917,9482.0%Medical
Alphabet Inc. stock logo
GOOGL
Alphabet
$77,027,467$9,694,788 -11.2%267,8661.9%Computer and Technology
Kadant Inc stock logo
KAI
Kadant
$73,739,397$22,325,587 43.4%252,2301.8%Industrials
Rollins, Inc. stock logo
ROL
Rollins
$66,366,482$16,190,071 -19.6%1,242,5851.6%Construction
West Pharmaceutical Services, Inc. stock logo
WST
West Pharmaceutical Services
$65,527,942$14,329,365 -17.9%261,4421.6%Medical
S&P Global Inc. stock logo
SPGI
S&P Global
$61,340,218$4,583,450 -7.0%144,2151.5%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$60,284,858$5,940,592 -9.0%210,1541.5%Computer and Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$57,479,934$7,939,738 16.0%549,7841.4%Computer and Technology
Verisk Analytics, Inc. stock logo
VRSK
Verisk Analytics
$55,348,470$7,046,165 -11.3%291,6921.4%Business Services
Freshpet, Inc. stock logo
FRPT
Freshpet
$54,421,419$4,757,304 -8.0%923,0231.3%Consumer Staples
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$54,053,549$3,939,350 -6.8%307,7171.3%Medical
Paylocity Holding Corporation stock logo
PCTY
Paylocity
$49,916,581$3,397,213 -6.4%462,0191.2%Computer and Technology
CoStar Group, Inc. stock logo
CSGP
CoStar Group
$49,512,934$9,082,749 -15.5%1,227,3911.2%Computer and Technology
Watsco, Inc. stock logo
WSO
Watsco
$47,925,032$22,674,334 89.8%131,7381.2%Construction
Glaukos Corporation stock logo
GKOS
Glaukos
$46,641,274$10,974,956 -19.0%433,2281.1%Medical
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$46,369,613$4,031,578 -8.0%82,5241.1%Medical
Tesla, Inc. stock logo
TSLA
Tesla
$45,219,551$4,200,392 -8.5%121,6401.1%Auto/Tires/Trucks
Netflix, Inc. stock logo
NFLX
Netflix
$44,573,534$3,892,828 -8.0%463,5831.1%Consumer Discretionary
Visa Inc. stock logo
V
Visa
$42,816,821$3,399,595 -7.4%141,6651.0%Business Services
Danaher Corporation stock logo
DHR
Danaher
$42,247,594$3,371,276 -7.4%222,8251.0%Medical
Linde Plc
$40,047,224$35,259,643 736.5%80,7791.0%COM
Workiva Inc. stock logo
WK
Workiva
$38,833,631$29,945,240 -43.5%651,2431.0%Computer and Technology
Cintas Corporation stock logo
CTAS
Cintas
$38,759,780$2,780,154 7.7%229,1580.9%Business Services
Starbucks Corporation stock logo
SBUX
Starbucks
$38,333,769$2,114,055 -5.2%427,8800.9%Retail/Wholesale
Cognex Corporation stock logo
CGNX
Cognex
$35,044,669$7,432,766 -17.5%715,3430.9%Computer and Technology
Exponent, Inc. stock logo
EXPO
Exponent
$34,786,004$1,375,078 -3.8%533,1190.9%Business Services
Guidewire Software, Inc. stock logo
GWRE
Guidewire Software
$34,325,852$2,895,933 -7.8%229,5120.8%Computer and Technology
Floor & Decor Holdings, Inc. stock logo
FND
Floor & Decor
$33,294,883$2,087,017 -5.9%655,4110.8%Retail/Wholesale
The Descartes Systems Group Inc. stock logo
DSGX
The Descartes Systems Group
$32,303,761$5,933,970 -15.5%451,4220.8%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$32,026,762$1,507,727 -4.5%118,3590.8%Medical
Bio-Techne Corp stock logo
TECH
Bio-Techne
$31,821,951$9,243,331 -22.5%608,9160.8%Medical
Globant S.A. stock logo
GLOB
Globant
$31,714,978$3,733,205 -10.5%687,8110.8%Computer and Technology
Simpson Manufacturing Company, Inc. stock logo
SSD
Simpson Manufacturing
$31,059,214$7,406,934 -19.3%180,9770.8%Construction
Salesforce Inc. stock logo
CRM
Salesforce
$30,848,940$2,461,247 -7.4%165,2590.8%Computer and Technology
Repligen Corporation stock logo
RGEN
Repligen
$30,453,679$6,467,030 -17.5%258,4760.7%Medical
CSW Industrials, Inc.
$30,136,214$3,846,406 -11.3%115,6510.7%COM
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$29,196,819$2,151,203 -6.9%67,2780.7%Computer and Technology
Fair Isaac Corporation stock logo
FICO
Fair Isaac
$28,717,531$3,201,512 -10.0%26,9010.7%Computer and Technology
CCC Intelligent Solutions Holdings Inc. stock logo
CCCS
CCC Intelligent Solutions
$26,886,504$3,836,376 -12.5%4,481,0840.7%Computer and Technology
Option Care Health, Inc. stock logo
OPCH
Option Care Health
$26,498,967$7,488,954 -22.0%984,3600.6%Medical
Dutch Bros Inc. stock logo
BROS
Dutch Bros
$25,907,671$10,451,004 67.6%511,4030.6%Retail/Wholesale
Alarm.com Holdings, Inc. stock logo
ALRM
Alarm.com
$25,605,370$5,636,599 -18.0%592,8540.6%Industrials
AAON, Inc. stock logo
AAON
AAON
$25,021,026$4,303,081 -14.7%302,3690.6%Construction
Entegris, Inc. stock logo
ENTG
Entegris
$25,011,356$15,430,870 -38.2%213,3350.6%Computer and Technology
SAP SE stock logo
SAP
SAP
$23,787,822$761,545 3.3%138,9390.6%Computer and Technology
Transcat, Inc. stock logo
TRNS
Transcat
$22,804,464$1,985,280 -8.0%310,4760.6%Computer and Technology
SPS Commerce, Inc. stock logo
SPSC
SPS Commerce
$22,679,124$4,088,349 -15.3%407,3850.6%Business Services
First Watch Restaurant Group, Inc. stock logo
FWRG
First Watch Restaurant Group
$21,921,015$10,434,632 90.8%2,091,7000.5%Retail/Wholesale
Riverbridge Growth Fund - Inst
$21,353,668$216,424 1.0%841,0270.5%COM
The Pennant Group, Inc. stock logo
PNTG
The Pennant Group
$20,148,829$1,325,392 -6.2%661,0510.5%Medical
Synopsys, Inc. stock logo
SNPS
Synopsys
$19,474,293$3,342,721 20.7%49,1180.5%Computer and Technology
Chemed Corporation stock logo
CHE
Chemed
$19,169,160$1,273,738 -6.2%50,7470.5%Medical
Agilysys, Inc. stock logo
AGYS
Agilysys
$18,215,692$5,413,971 -22.9%256,0540.4%Computer and Technology
Power Integrations, Inc. stock logo
POWI
Power Integrations
$17,206,667$1,102,130 -6.0%336,0680.4%Computer and Technology
Hillman Solutions Corp. stock logo
HLMN
Hillman Solutions
$17,094,172$926,964 -5.1%2,054,5880.4%Construction
Loar Holdings, Inc.
$14,804,664$1,067,485 -6.7%258,4160.4%COM
AppFolio, Inc. stock logo
APPF
AppFolio
$13,905,795$13,905,795 New Holding88,1120.3%Computer and Technology
Casella Waste Systems, Inc. stock logo
CWST
Casella Waste Systems
$13,742,063$13,742,063 New Holding173,2050.3%Business Services
DoubleVerify Holdings, Inc. stock logo
DV
DoubleVerify
$13,706,731$2,079,369 -13.2%1,442,8140.3%Computer and Technology
Casey's General Stores, Inc. stock logo
CASY
Casey's General Stores
$12,819,252$8,333,387 -39.4%17,6120.3%Retail/Wholesale
Toast, Inc. stock logo
TOST
Toast
$12,189,477$7,826,941 -39.1%459,8070.3%Computer and Technology
WillScot Holdings Corporation stock logo
WSC
WillScot
$11,616,302$817,309 -6.6%669,1420.3%Finance
LeMaitre Vascular, Inc. stock logo
LMAT
LeMaitre Vascular
$11,528,268$11,528,268 New Holding105,5990.3%Medical
Doximity, Inc.
$11,410,992$904,879 -7.3%489,7420.3%COM
ACV Auctions, Inc.
$11,394,828$1,842,590 -13.9%2,687,4590.3%COM
RBC Bearings Incorporated stock logo
RBC
RBC Bearings
$11,072,137$11,072,137 New Holding20,3860.3%Industrials
Charles River Laboratories International, Inc. stock logo
CRL
Charles River Laboratories International
$11,003,458$6,130,666 -35.8%63,7880.3%Medical
Alkami Technology, Inc. stock logo
ALKT
Alkami Technology
$10,796,314$17,176,165 -61.4%688,9800.3%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$10,677,710$44,793,865 -80.8%16,3470.3%ETF
GoDaddy Inc. stock logo
GDDY
GoDaddy
$10,359,224$6,077,244 -37.0%125,3080.3%Computer and Technology
TWFG, Inc.
$10,107,397$811,550 -7.4%549,6140.2%COM
Jack Henry & Associates, Inc. stock logo
JKHY
Jack Henry & Associates
$9,963,576$4,225,966 -29.8%63,0450.2%Computer and Technology
Stevanato Group S.p.A. stock logo
STVN
Stevanato Group
$9,255,781$577,651 -5.9%673,1480.2%Medical
Goosehead Insurance stock logo
GSHD
Goosehead Insurance
$8,353,535$621,768 -6.9%195,8170.2%Finance
Barrett Business Services, Inc. stock logo
BBSI
Barrett Business Services
$8,295,217$328,742 -3.8%284,2770.2%Business Services
Align Technology, Inc. stock logo
ALGN
Align Technology
$8,214,547$4,350,703 -34.6%47,9180.2%Medical
Grid Dynamics Holdings, Inc. stock logo
GDYN
Grid Dynamics
$8,136,231$1,815,781 -18.2%1,427,4090.2%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$8,088,034$6,599 0.1%31,8690.2%Computer and Technology
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$4,862,494$5,952,629 -55.0%23,6270.1%ETF
Inspire Medical Systems, Inc. stock logo
INSP
Inspire Medical Systems
$4,770,861$238,146 -4.8%92,4940.1%Medical
Vanguard Index Tr 500 Index Ad
$4,327,994$602 0.0%7,1840.1%COM
OrthoPediatrics Corp. stock logo
KIDS
OrthoPediatrics
$4,180,773$76,589 -1.8%263,4390.1%Medical
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$3,777,384$13,255 0.4%23,6530.1%Retail/Wholesale
Ecolab Inc. stock logo
ECL
Ecolab
$3,555,091$26,602 0.8%13,3640.1%Basic Materials
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$3,497,193$1,390,843 -28.5%11,1440.1%ETF
Brookfield Real Assets Income Fund Inc. stock logo
RA
Brookfield Real Assets Income Fund
$3,084,367$238,360 8.4%239,8420.1%Financial Services
Snap-On Incorporated stock logo
SNA
Snap-On
$3,055,770$5,812 0.2%8,4130.1%Consumer Discretionary

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