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Asset manager

Riverbridge Partners LLC

13F for the quarter to June 30, 2026, filed July 13, 2026 · SEC CIK 1112325

Reported value
$3.6bn
93% in companies we cover
Positions we cover
119
Largest NVDA 5.6%
Copy, a year
+11.5%
S&P 500 +14.1%
Copy Sharpe ratio
0.56
S&P 500 0.78

How copying its 13F would have done

$10.0k$20.0k$40.0k 2013201520172019202120232025 $57.0k$42.3k
CopyS&P 500 $10,000 copying Riverbridge Partners LLC's filed holdings in companies we cover from August 16, 2013, buying on the first trading day after each 13F was filed and holding until the next, against the S&P 500 (total return). Marked weekly, log scale. Before costs and taxes; misses trading within each quarter and anything 13F does not show (shorts, cash, bonds, non-US holdings).

Biggest drop −37.5% (S&P 500 −31.8%); beta 1.06; alpha −2.5% a year (t = −0.98); last 12 months +2.5% against +12.1%.

Reported value by quarter

Riverbridge Partners LLC: 13F reported value Total value of all positions in each quarter's 13F, as filed (values before 2023 were filed in thousands of dollars and are converted).
$0 $5B $10B $15B Reported value, 2013-06-30: $4B Reported value, 2013-09-30: $4.6B Reported value, 2013-12-31: $5.5B Reported value, 2014-03-31: $5.5B Reported value, 2014-06-30: $5.7B Reported value, 2014-09-30: $5.1B Reported value, 2014-12-31: $5.4B Reported value, 2015-03-31: $5.6B Reported value, 2015-06-30: $5.3B Reported value, 2015-09-30: $4.9B Reported value, 2015-12-31: $4.9B Reported value, 2016-03-31: $4.8B Reported value, 2016-06-30: $4.8B Reported value, 2016-09-30: $5B Reported value, 2016-12-31: $4.8B Reported value, 2017-03-31: $5B Reported value, 2017-06-30: $5.2B Reported value, 2017-09-30: $5.1B Reported value, 2017-12-31: $5.2B Reported value, 2018-03-31: $5.5B Reported value, 2018-06-30: $5.5B Reported value, 2018-09-30: $6B Reported value, 2018-12-31: $4.8B Reported value, 2019-03-31: $5.1B Reported value, 2019-06-30: $5.3B Reported value, 2019-09-30: $5.3B Reported value, 2019-12-31: $5.6B Reported value, 2020-03-31: $4.8B Reported value, 2020-06-30: $6.4B Reported value, 2020-09-30: $7.2B Reported value, 2020-12-31: $9.1B Reported value, 2021-03-31: $8.8B Reported value, 2021-06-30: $9.8B Reported value, 2021-09-30: $10B Reported value, 2021-12-31: $10.1B Reported value, 2022-03-31: $8.8B Reported value, 2022-06-30: $13.2B Reported value, 2022-09-30: $6.7B Reported value, 2022-12-31: $6.7B Reported value, 2023-03-31: $7.1B Reported value, 2023-06-30: $7.9B Reported value, 2023-09-30: $7.3B Reported value, 2023-12-31: $8B Reported value, 2024-03-31: $8.2B Reported value, 2024-06-30: $7.4B Reported value, 2024-09-30: $7.5B Reported value, 2024-12-31: $7.3B Reported value, 2025-03-31: $6.2B Reported value, 2025-06-30: $6.2B Reported value, 2025-09-30: $5.9B Reported value, 2025-12-31: $5.3B Reported value, 2026-03-31: $4.1B Reported value, 2026-06-30: $3.6B 2013-06-30 2016-03-31 2018-12-31 2021-09-30 2026-06-30 $3.6B
View chart data
Period Reported value
2013-06-30 $4B
2013-09-30 $4.6B
2013-12-31 $5.5B
2014-03-31 $5.5B
2014-06-30 $5.7B
2014-09-30 $5.1B
2014-12-31 $5.4B
2015-03-31 $5.6B
2015-06-30 $5.3B
2015-09-30 $4.9B
2015-12-31 $4.9B
2016-03-31 $4.8B
2016-06-30 $4.8B
2016-09-30 $5B
2016-12-31 $4.8B
2017-03-31 $5B
2017-06-30 $5.2B
2017-09-30 $5.1B
2017-12-31 $5.2B
2018-03-31 $5.5B
2018-06-30 $5.5B
2018-09-30 $6B
2018-12-31 $4.8B
2019-03-31 $5.1B
2019-06-30 $5.3B
2019-09-30 $5.3B
2019-12-31 $5.6B
2020-03-31 $4.8B
2020-06-30 $6.4B
2020-09-30 $7.2B
2020-12-31 $9.1B
2021-03-31 $8.8B
2021-06-30 $9.8B
2021-09-30 $10B
2021-12-31 $10.1B
2022-03-31 $8.8B
2022-06-30 $13.2B
2022-09-30 $6.7B
2022-12-31 $6.7B
2023-03-31 $7.1B
2023-06-30 $7.9B
2023-09-30 $7.3B
2023-12-31 $8B
2024-03-31 $8.2B
2024-06-30 $7.4B
2024-09-30 $7.5B
2024-12-31 $7.3B
2025-03-31 $6.2B
2025-06-30 $6.2B
2025-09-30 $5.9B
2025-12-31 $5.3B
2026-03-31 $4.1B
2026-06-30 $3.6B

Holdings and moves

CompanyShare of portfolioValueSharesChange in shares
NVDANVIDIA Corporation5.58%$199.9m998.9K−13.6% Reduced
MSFTMicrosoft Corporation4.31%$154.3m413.5K−10.1% Reduced
HEIHeico Corp3.59%$128.7m361.2K−11.1% Reduced
AMZNAmazon3.36%$120.3m504.6K−10.2% Reduced
RBARB Global Inc.3.34%$119.7m1.03M−19.4% Reduced
ADIAnalog Devices3.27%$117.3m295.3K−14.8% Reduced
MEDPMedpace Holdings, Inc.2.72%$97.4m183.9K−22.5% Reduced
FASTFastenal2.69%$96.1m2.00M−9.9% Reduced
GOOGLAlphabet Inc. (Class A)2.39%$85.6m239.6K−10.6% Reduced
WSTWest Pharmaceutical Services2.33%$83.5m232.5K−11.1% Reduced
LOPEGrand Canyon Education, Inc.2.22%$79.5m555.7K−22.5% Reduced
PRVAPrivia Health Group, Inc.2.15%$77.2m3.00M−23.5% Reduced
FIVEFive Below, Inc2.15%$77.1m429.0K−25.0% Reduced
TYLTyler Technologies Inc2.05%$73.5m251.4K−1.9% Reduced
ENSGEnsign Group, Inc1.97%$70.5m440.1K−22.7% Reduced
KNSLKinsale Capital Group, Inc.1.71%$61.2m185.5K−24.7% Reduced
KAIKadant Inc1.71%$61.1m194.6K−22.9% Reduced
VEEVVeeva Systems Inc1.55%$55.6m313.4K+1.8% Added
SPGIS&P Global1.48%$52.9m129.8K−10.0% Reduced
WSOWatsco Inc1.40%$50.1m120.3K−8.7% Reduced
VRSKVerisk Analytics, Inc.1.37%$49.0m272.9K−6.5% Reduced
NOWServiceNow1.36%$48.7m490.8K−10.7% Reduced
ROLRollins, Inc.1.31%$47.0m1.13M−9.4% Reduced
TSLATesla, Inc.1.27%$45.4m107.9K−11.3% Reduced
UNHUnitedHealth Group1.25%$44.6m107.4K−9.3% Reduced
VVisa Inc.1.22%$43.5m126.9K−10.4% Reduced
DHRDanaher Corporation1.19%$42.6m223.4K+0.3%
FRPTFreshpet, Inc.1.11%$39.9m675.3K−26.8% Reduced
SBUXStarbucks1.10%$39.5m387.0K−9.6% Reduced
GKOSGlaukos Corp1.10%$39.4m282.1K−34.9% Reduced
IDXXIdexx Laboratories1.08%$38.7m73.4K−11.0% Reduced
CTASCintas1.05%$37.8m222.2K−3.1% Reduced
PCTYPaylocity Holding Corp0.96%$34.3m328.4K−28.9% Reduced
GWREGuidewire Software, Inc.0.92%$32.8m267.0K+16.3% Added
CGNXCognex Corp0.90%$32.2m444.6K−37.9% Reduced
FNDFloor & Decor Holdings, Inc.0.87%$31.2m524.9K−19.9% Reduced
CSGPCoStar Group0.86%$30.9m1.09M−11.1% Reduced
TECHBio-Techne0.86%$30.8m436.5K−28.3% Reduced
FICOFair Isaac0.83%$29.7m24.9K−7.4% Reduced
NFLXNetflix0.82%$29.3m410.3K−11.5% Reduced
AAONAAON, Inc.0.74%$26.5m208.6K−31.0% Reduced
SSDSimpson Manufacturing Co., Inc.0.73%$26.0m124.4K−31.3% Reduced
SNPSSynopsys Inc0.70%$25.2m56.5K+15.0% Added
MSIMotorola Solutions0.70%$25.0m60.3K−10.4% Reduced
ENTGEntegris Inc0.69%$24.7m137.5K−35.6% Reduced
RGENRepligen Corp0.66%$23.5m172.5K−33.3% Reduced
BROSDutch Bros Inc.0.64%$22.8m317.6K−37.9% Reduced
GLOBGlobant S.a.0.62%$22.3m769.8K+11.9% Added
WKWorkiva Inc0.59%$21.2m436.3K−33.0% Reduced
CSWCSW Industrials, Inc.0.57%$20.4m73.4K−36.5% Reduced
DSGXDescartes Systems Group Inc0.56%$20.2m291.1K−35.5% Reduced
SAPSAP SE0.54%$19.4m125.7K−9.5% Reduced
TRNSTranscat Inc0.52%$18.8m202.4K−34.8% Reduced
AGYSAgilysys Inc0.52%$18.8m179.6K−29.9% Reduced
ALRMAlarm.com Holdings, Inc.0.52%$18.4m394.9K−33.4% Reduced
FWRGFirst Watch Restaurant Group, Inc.0.48%$17.4m1.35M−35.5% Reduced
CRMSalesforce0.44%$15.9m101.2K−38.8% Reduced
CCCCCC Intelligent Solutions Holdings Inc.0.42%$15.0m2.91M−35.1% Reduced
OPCHOption Care Health, Inc.0.38%$13.6m650.6K−33.9% Reduced
ACVAACV Auctions Inc.0.37%$13.2m1.84M−31.6% Reduced
CRLCharles River Laboratories0.36%$12.9m56.7K−11.1% Reduced
LOARLoar Holdings Inc.0.34%$12.3m153.1K−40.8% Reduced
CASYCasey's0.34%$12.1m15.2K−13.6% Reduced
PNTGPennant Group, Inc.0.33%$11.7m315.8K−52.2% Reduced
POWIPower Integrations Inc0.32%$11.6m138.5K−58.8% Reduced
ETNEaton Corporation0.32%$11.5m26.9KNew
TOSTToast, Inc.0.31%$11.1m399.5K−13.1% Reduced
BOOTBoot Barn Holdings, Inc.0.31%$11.1m67.5KNew
STVNStevanato Group S.p.a.0.30%$10.9m600.5K−10.8% Reduced
DVDoubleverify Holdings, Inc.0.29%$10.5m973.0K−32.6% Reduced
GRDNGuardian Pharmacy Services, Inc.0.29%$10.2m244.6KNew
HLMNHillman Solutions Corp.0.28%$10.2m1.20M−41.4% Reduced
CWSTCasella Waste Systems Inc0.28%$10.0m103.0K−40.5% Reduced
AAPLApple Inc.0.25%$9.0m31.3K−1.9% Reduced
LMATLemaitre Vascular Inc0.24%$8.5m88.5K−16.2% Reduced
APPFAppfolio Inc0.23%$8.2m50.8K−42.3% Reduced
PIImpinj Inc0.22%$8.0m56.0KNew
TWFGTwfg, Inc.0.22%$8.0m332.7K−39.5% Reduced
WHDCactus, Inc.0.22%$7.8m153.0KNew
JKHYJack Henry & Associates Inc0.21%$7.5m54.2K−14.1% Reduced
ALGNAlign Technology0.20%$7.0m41.5K−13.3% Reduced
BBSIBarrett Business Services Inc0.17%$6.1m171.2K−39.8% Reduced
DOCSDoximity, Inc.0.16%$5.8m281.2K−42.6% Reduced
GSHDGoosehead Insurance, Inc.0.16%$5.6m115.8K−40.9% Reduced
GDYNGrid Dynamics Holdings, Inc.0.16%$5.6m986.5K−30.9% Reduced
ECLEcolab0.10%$3.7m13.2K−1.4% Reduced
TJXTJX Companies0.10%$3.5m23.4K−1.2% Reduced
SNASnap-on0.09%$3.3m8.3K−1.3% Reduced
ASMLAsml Holding NV0.09%$3.3m1.7K−6.0% Reduced
ROKRockwell Automation0.09%$3.3m6.7K−1.4% Reduced
TSMTaiwan Semiconductor Manufacturing Co LTD0.09%$3.3m6.8K−3.9% Reduced
JNJJohnson & Johnson0.07%$2.5m9.9K−1.3% Reduced
TSLXSixth Street Specialty Lending, Inc.0.07%$2.5m143.6K−0.1%
GDDYGodaddy Inc.0.07%$2.5m29.0K−76.9% Reduced
WMTWalmart0.06%$2.2m19.2K−1.1% Reduced
FDUSFidus Investment Corp0.06%$2.1m110.9K+0.9% Added
PGProcter & Gamble0.06%$2.1m14.2K−1.3% Reduced
ARCCAres Capital Corp0.06%$2.1m111.3K+0.8% Added
SEVNSeven Hills Realty Trust0.06%$2.1m243.6K+0.9% Added
ORCLOracle Corporation0.06%$2.0m13.7K+2.3% Added
DKSDick's Sporting Goods, Inc.0.05%$1.9m8.3K+3.8% Added
EFXEquifax0.05%$1.8m11.5K−1.3% Reduced
AOMRAngel Oak Mortgage Reit, Inc.0.05%$1.8m199.1K+0.9% Added
COSTCostco0.05%$1.7m1.9K+5.7% Added
ABTAbbott Laboratories0.04%$1.6m17.7K+4.1% Added
PAYXPaychex0.04%$1.5m15.1K−1.3% Reduced
HTGCHercules Capital, Inc.0.04%$1.4m91.0K+0.4%
SPSCSPS Commerce Inc0.04%$1.4m24.3K−94.0% Reduced
GBDCGolub Capital BDC, Inc.0.04%$1.4m107.4K+1.0% Added
MSIFMSC Income Fund, Inc.0.04%$1.3m114.9K+1.2% Added
TSCOTractor Supply0.03%$1.1m35.3K−1.3% Reduced
ZTSZoetis0.03%$1.1m15.1K+5.8% Added
AMDAdvanced Micro Devices0.02%$600,6611.0K0.0%
ACNAccenture0.01%$463,5393.7K+3.8% Added
SYKStryker Corporation0.01%$377,8081.2K0.0%
CHEChemed Corp0.01%$273,972588−98.8% Reduced
MFCManulife Financial Corp0.01%$267,0826.6KNew
SHELShell plc0.01%$254,1763.3K0.0%
HLNHaleon plc0.01%$163,06017.5K0.0%
CompanyBought (value)Shares
ETNEaton Corporation$11.5m26.9K
BOOTBoot Barn Holdings, Inc.$11.1m67.5K
GRDNGuardian Pharmacy Services, Inc.$10.2m244.6K
PIImpinj Inc$8.0m56.0K
WHDCactus, Inc.$7.8m153.0K
GWREGuidewire Software, Inc.$4.6m37.4K
SNPSSynopsys Inc$3.3m7.4K
GLOBGlobant S.a.$2.4m82.0K
VEEVVeeva Systems Inc$1.0m5.7K
MFCManulife Financial Corp$267,0826.6K
DHRDanaher Corporation$110,288579
COSTCostco$94,482101
DKSDick's Sporting Goods, Inc.$68,723303
ABTAbbott Laboratories$63,155696
ZTSZoetis$58,997821

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

CompanySold (value)Shares
NVDANVIDIA Corporation−$31.5m−157.6K
RBARB Global Inc.−$28.8m−247.4K
MEDPMedpace Holdings, Inc.−$28.3m−53.5K
FIVEFive Below, Inc−$25.8m−143.3K
PRVAPrivia Health Group, Inc.−$23.7m−919.4K
CHEChemed Corp−$23.4m−50.2K
LOPEGrand Canyon Education, Inc.−$23.0m−160.9K
SPSCSPS Commerce Inc−$21.9m−383.1K
GKOSGlaukos Corp−$21.1m−151.1K
ENSGEnsign Group, Inc−$20.7m−129.3K
ADIAnalog Devices−$20.4m−51.4K
KNSLKinsale Capital Group, Inc.−$20.0m−60.7K
CGNXCognex Corp−$19.6m−270.8K
KAIKadant Inc−$18.1m−57.7K
MSFTMicrosoft Corporation−$17.3m−46.3K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

CompanyValue last quarterShares
WSCWillscot Holdings Corp$11.6m669.1K
ALKTAlkami Technology, Inc.$10.8m689.0K
INSPInspire Medical Systems, Inc.$4.8m92.5K
CCAPCrescent Capital BDC, Inc.$1.2m102.1K
WDAYWorkday, Inc.$518,9004.0K
PAYCPaycom Software, Inc.$406,9673.3K
  • Technology31.1%
  • Industrials22.1%
  • Health Care20.7%
  • Consumer Discretionary13.5%
  • Financials5.8%
  • Communication Services3.8%
  • Consumer Staples1.7%
  • Real Estate0.9%
  • Energy0.2%
  • Materials0.1%

Share of the value held in companies we cover, by sector.

PeriodCopy, a yearS&P 500SharpeS&P 500Biggest dropBeta
Whole backtestAugust 16, 2013 to November 2, 2026+11.5%+14.1%0.560.78−37.5%1.06
2018 onwardsJanuary 5, 2018 to November 2, 2026+10.1%+13.9%0.420.66−37.5%1.06
Last three yearsNovember 3, 2023 to November 2, 2026+7.8%+21.8%0.261.16−21.6%0.97
Last yearNovember 7, 2025 to November 2, 2026+5.3%+14.2%0.160.84−16.8%0.82

From SEC Form 13F data sets. A 13F lists long positions in US-listed shares at the quarter's end, filed up to 45 days later; it does not show shorts, cash, bonds, non-US holdings or trades within the quarter. Positions in companies outside our coverage are not listed here. Research, not investment advice.