Riverbridge Partners LLC
Riverbridge Partners LLC reported 198 US-listed holdings worth $3.58 billion in its 13F for the quarter ended 30 June 2026, filed 13 July 2026. Its largest: NVIDIA Corp. (5.6%), Microsoft Corp. (4.3%) and Heico Corp. New (3.6%). Against the quarter before, it opened 17 positions, added to 38, trimmed 121 and sold out of 11.
The 14 largest of its 198 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 17
- Eaton Corp. plc ETN$11.5 million
- Boot Barn Holdings, Inc. BOOT$11.1 million
- Guardian Pharmacy Svcs Inc. GRDN$10.2 million
- Impinj Inc. PI$8.0 million
- Cactus, Inc. WHD$7.8 million
- MFS Multimarket Income Trust MMT$1.2 million
- Invesco Exchange Traded FD T RSP$1.2 million
- BlackRock Core BD Trust SHS Ben Int BHK$966,060
and 9 more in the table below
Added to 38
- Guidewire Software, Inc. GWRE+37,447 shares · +16%
- Synopsys Inc. SNPS+7,363 shares · +15%
- Globant S A GLOB+82,004 shares · +12%
- Veeva Systems Inc. VEEV+5,661 shares · +2%
- Vanguard Growth ETF VUG+5,581 shares · +727%
- iShares Trust IWF+3,629 shares · +429%
- MFS Mun Income Trust MFM+66,641 shares · +37%
- iShares Russell 2000 ETF IWM+462 shares · +21%
and 30 more in the table below
Trimmed 121
- NVIDIA Corp. NVDA-157,641 shares · -14%
- RB Global Inc. RBA-247,392 shares · -19%
- Medpace Holdings, Inc. MEDP-53,466 shares · -23%
- Five Below, Inc. FIVE-143,307 shares · -25%
- Privia Health Group, Inc. PRVA-919,351 shares · -23%
- Chemed Corp. CHE-50,159 shares · -99%
- Grand Canyon Education, Inc. LOPE-160,894 shares · -22%
- SPS Commerce Inc. SPSC-383,074 shares · -94%
and 113 more in the table below
Sold out of 11
- WillScot Holdings Corp. WSC$11.6 million last quarter
- Alkami Technology Inc. ALKT$10.8 million last quarter
- Inspire Medical Systems, Inc. INSP$4.8 million last quarter
- MFS Charter Income Trust MCR$1.3 million last quarter
- Crescent Cap BDC Inc. CCAP$1.2 million last quarter
- Workday, Inc. WDAY$518,900 last quarter
- Paycom Software, Inc. PAYC$406,967 last quarter
- MFS High Income Mun Trust CXE$377,364 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| NVIDIA Corp. NVDA | 998,902 | $199.9 million | 5.58% | -157,641 |
| Microsoft Corp. MSFT | 413,524 | $154.3 million | 4.31% | -46,282 |
| Heico Corp. New HEI | 361,213 | $128.7 million | 3.59% | -45,013 |
| Amazon.com Inc. AMZN | 504,618 | $120.3 million | 3.36% | -57,421 |
| RB Global Inc. RBA | 1,027,992 | $119.7 million | 3.34% | -247,392 |
| Analog Devices Inc. ADI | 295,295 | $117.3 million | 3.28% | -51,370 |
| Medpace Holdings, Inc. MEDP | 183,941 | $97.4 million | 2.72% | -53,466 |
| Fastenal Co. FAST | 2,001,710 | $96.1 million | 2.68% | -220,172 |
| Alphabet Inc. GOOGL | 239,570 | $85.6 million | 2.39% | -28,296 |
| West Pharmaceutical Services Inc. WST | 232,514 | $83.5 million | 2.33% | -28,928 |
| Grand Canyon Education, Inc. LOPE | 555,692 | $79.5 million | 2.22% | -160,894 |
| Privia Health Group, Inc. PRVA | 2,998,597 | $77.2 million | 2.15% | -919,351 |
| Five Below, Inc. FIVE | 428,994 | $77.1 million | 2.15% | -143,307 |
| Tyler Technologies Inc. TYL | 251,422 | $73.5 million | 2.05% | -4,991 |
| Ensign Group, Inc. ENSG | 440,086 | $70.5 million | 1.97% | -129,259 |
| Alphabet Inc. GOOG | 189,147 | $66.8 million | 1.87% | -21,007 |
| Kinsale Capital Group, Inc. KNSL | 185,530 | $61.2 million | 1.71% | -60,706 |
| Kadant Inc. KAI | 194,573 | $61.1 million | 1.71% | -57,657 |
| Veeva Systems Inc. VEEV | 313,378 | $55.6 million | 1.55% | +5,661 |
| S&P Global Inc. SPGI | 129,844 | $52.9 million | 1.48% | -14,371 |
| Watsco Inc. WSO | 120,334 | $50.1 million | 1.40% | -11,404 |
| Verisk Analytics, Inc. VRSK | 272,866 | $49.0 million | 1.37% | -18,826 |
| ServiceNow, Inc. NOW | 490,814 | $48.7 million | 1.36% | -58,970 |
| Rollins Inc. ROL | 1,126,020 | $47.0 million | 1.31% | -116,565 |
| Tesla, Inc. TSLA | 107,923 | $45.4 million | 1.27% | -13,717 |
| UnitedHealth Group Inc. UNH | 107,378 | $44.6 million | 1.25% | -10,981 |
| Visa Inc. V | 126,874 | $43.5 million | 1.22% | -14,791 |
| Danaher Corp. DHR | 223,404 | $42.6 million | 1.19% | +579 |
| Freshpet, Inc. FRPT | 675,318 | $39.9 million | 1.11% | -247,705 |
| Starbucks Corp. SBUX | 386,968 | $39.5 million | 1.10% | -40,912 |
| Glaukos Corp. GKOS | 282,089 | $39.4 million | 1.10% | -151,139 |
| IDEXX Laboratories Inc. IDXX | 73,440 | $38.7 million | 1.08% | -9,084 |
| Linde plc LIN | 73,993 | $38.4 million | 1.07% | -6,786 |
| Cintas Corp. CTAS | 222,153 | $37.8 million | 1.06% | -7,005 |
| Paylocity Holding Corp. PCTY | 328,366 | $34.3 million | 0.96% | -133,653 |
| Guidewire Software, Inc. GWRE | 266,959 | $32.8 million | 0.92% | +37,447 |
| Cognex Corp. CGNX | 444,577 | $32.2 million | 0.90% | -270,766 |
| Floor & Decor Holdings, Inc. FND | 524,882 | $31.2 million | 0.87% | -130,529 |
| Costar Group, Inc. CSGP | 1,091,535 | $30.9 million | 0.86% | -135,856 |
| Bio-Techne Corp. TECH | 436,507 | $30.8 million | 0.86% | -172,409 |
| Fair Isaac Corp. FICO | 24,897 | $29.7 million | 0.83% | -2,004 |
| Netflix Inc. NFLX | 410,274 | $29.3 million | 0.82% | -53,309 |
| Aaon, Inc. AAON | 208,611 | $26.5 million | 0.74% | -93,758 |
| Simpson Manufacturing Co., Inc. SSD | 124,379 | $26.0 million | 0.73% | -56,598 |
| Synopsys Inc. SNPS | 56,481 | $25.2 million | 0.70% | +7,363 |
| Motorola Solutions, Inc. MSI | 60,313 | $25.0 million | 0.70% | -6,965 |
| Entegris Inc. ENTG | 137,455 | $24.7 million | 0.69% | -75,880 |
| Repligen Corp. RGEN | 172,507 | $23.5 million | 0.66% | -85,969 |
| Dutch Bros Inc. BROS | 317,628 | $22.8 million | 0.64% | -193,775 |
| Globant S A GLOB | 769,815 | $22.3 million | 0.62% | +82,004 |
| Workiva Inc. WK | 436,284 | $21.2 million | 0.59% | -214,959 |
| Exponent Inc. EXPO | 359,934 | $21.1 million | 0.59% | -173,185 |
| Riverbridge Growth Fund - Inst | 784,937 | $21.0 million | 0.59% | -56,090 |
| CSW Industrials, Inc. CSW | 73,442 | $20.4 million | 0.57% | -42,209 |
| Descartes Sys Group Inc. DSGX | 291,102 | $20.2 million | 0.56% | -160,320 |
| SAP SE SAP | 125,736 | $19.4 million | 0.54% | -13,203 |
| Transcat Inc. TRNS | 202,389 | $18.8 million | 0.52% | -108,087 |
| Agilysys Inc. AGYS | 179,573 | $18.8 million | 0.52% | -76,481 |
| Alarm.com Holdings, Inc. ALRM | 394,872 | $18.4 million | 0.52% | -197,982 |
| First Watch Restaurant Group FWRG | 1,348,632 | $17.4 million | 0.49% | -743,068 |
| Salesforce, Inc. CRM | 101,205 | $15.9 million | 0.44% | -64,054 |
| CCC Intelligent Solutions HL CCC | 2,907,042 | $15.0 million | 0.42% | -1,574,042 |
| Option Care Health, Inc. OPCH | 650,568 | $13.6 million | 0.38% | -333,792 |
| Acv Auctions Inc. ACVA | 1,839,453 | $13.2 million | 0.37% | -848,006 |
| Charles River Laboratories International, Inc. CRL | 56,703 | $12.9 million | 0.36% | -7,085 |
| Loar Holdings Inc. LOAR | 153,080 | $12.3 million | 0.34% | -105,336 |
| Casey's General Stores, Inc. CASY | 15,224 | $12.1 million | 0.34% | -2,388 |
| Pennant Group Inc. PNTG | 315,832 | $11.7 million | 0.33% | -345,219 |
| Power Integrations Inc. POWI | 138,538 | $11.6 million | 0.32% | -197,530 |
| Eaton Corp. plc ETN | 26,919 | $11.5 million | 0.32% | new |
| RBC Bearings Inc. RBC | 17,797 | $11.5 million | 0.32% | -2,589 |
| Toast, Inc. TOST | 399,492 | $11.1 million | 0.31% | -60,315 |
| Boot Barn Holdings, Inc. BOOT | 67,475 | $11.1 million | 0.31% | new |
| Stevanato Group SpA STVN | 600,514 | $10.9 million | 0.30% | -72,634 |
| DoubleVerify Holdings, Inc. DV | 972,989 | $10.5 million | 0.29% | -469,825 |
| Guardian Pharmacy Svcs Inc. GRDN | 244,585 | $10.2 million | 0.29% | new |
| Hillman Solutions Corp. HLMN | 1,202,992 | $10.2 million | 0.28% | -851,596 |
| Casella Waste Systems Inc. CWST | 102,979 | $10.0 million | 0.28% | -70,226 |
| Apple Inc. AAPL | 31,263 | $9.0 million | 0.25% | -606 |
| Lemaitre Vascular Inc. LMAT | 88,467 | $8.5 million | 0.24% | -17,132 |
| Appfolio Inc. APPF | 50,837 | $8.2 million | 0.23% | -37,275 |
| Impinj Inc. PI | 56,028 | $8.0 million | 0.22% | new |
| Twfg Inc. TWFG | 332,658 | $8.0 million | 0.22% | -216,956 |
| Cactus, Inc. WHD | 152,967 | $7.8 million | 0.22% | new |
| Jack Henry & Associates Inc. JKHY | 54,164 | $7.5 million | 0.21% | -8,881 |
| Align Technology Inc. ALGN | 41,537 | $7.0 million | 0.20% | -6,381 |
| iShares Core S&P 500 ETF IVV | 8,512 | $6.4 million | 0.18% | -7,835 |
| Barrett Business Svcs Inc. BBSI | 171,205 | $6.1 million | 0.17% | -113,072 |
| Doximity, Inc. DOCS | 281,219 | $5.8 million | 0.16% | -208,523 |
| Goosehead Insurance Inc GSHD | 115,819 | $5.6 million | 0.16% | -79,998 |
| Grid Dynamics Holdings Inc GDYN | 986,450 | $5.6 million | 0.16% | -440,959 |
| Vanguard Index FDS VXF | 22,413 | $5.5 million | 0.15% | -1,214 |
| Vanguard Index FDS | 7,181 | $5.0 million | 0.14% | -3 |
| Ecolab Inc. ECL | 13,173 | $3.7 million | 0.10% | -191 |
| TJX Companies Inc. TJX | 23,378 | $3.5 million | 0.10% | -275 |
| iShares Trust IWO | 8,718 | $3.4 million | 0.10% | -2,426 |
| Snap-on Inc. SNA | 8,304 | $3.3 million | 0.09% | -109 |
| ASML Holding N.V. ASML | 1,674 | $3.3 million | 0.09% | -107 |
| Rockwell Automation, Inc. ROK | 6,689 | $3.3 million | 0.09% | -96 |
| Taiwan Semiconductor Manufacturing Company Limited TSM | 6,809 | $3.3 million | 0.09% | -277 |
| Brookfield Real Assets Incom RA | 241,792 | $3.1 million | 0.09% | +1,950 |
| Angel Oak Finl Strategies in FINS | 235,363 | $3.0 million | 0.08% | +1,886 |
| Orthopediatrics Corp. KIDS | 155,315 | $3.0 million | 0.08% | -108,124 |
| Pgim Short Dur Hig Yld Opp F SDHY | 164,714 | $2.7 million | 0.08% | +2,200 |
| Johnson & Johnson JNJ | 9,904 | $2.5 million | 0.07% | -131 |
| Sixth Street Specialty Lendi TSLX | 143,587 | $2.5 million | 0.07% | -117 |
| GoDaddy Inc. GDDY | 28,978 | $2.5 million | 0.07% | -96,330 |
| Nuveen Taxable Municpal Inm NBB | 145,001 | $2.3 million | 0.06% | +4,109 |
| Hancock John Income Secs Trust JHS | 206,659 | $2.3 million | 0.06% | +5,816 |
| Walmart Inc. WMT | 19,238 | $2.2 million | 0.06% | -213 |
| Rivernorth Flexible Muni Inc. RFMZ | 157,851 | $2.2 million | 0.06% | -67,206 |
| Western Ast Infl LKD Opp & I WIW | 252,005 | $2.1 million | 0.06% | +7,131 |
| Fidus Invt Corp. FDUS | 110,869 | $2.1 million | 0.06% | +984 |
| Principal Real Estate Income PGZ | 204,139 | $2.1 million | 0.06% | +1,871 |
| Procter & Gamble Co. PG | 14,204 | $2.1 million | 0.06% | -189 |
| Ares Capital Corp. ARCC | 111,289 | $2.1 million | 0.06% | +923 |
| Seven Hills Realty Trust SEVN | 243,649 | $2.1 million | 0.06% | +2,068 |
| Abrdn Natl Mun Income FD VFL | 193,519 | $2.0 million | 0.06% | -566 |
| Oracle Corp. ORCL | 13,685 | $2.0 million | 0.06% | +307 |
| BlackRock Tax Municpal BD Trust BBN | 120,853 | $2.0 million | 0.05% | +3,342 |
| FS Credit Opportunities Corp. FSCO | 384,875 | $1.9 million | 0.05% | -414 |
| Dick'S Sporting Goods, Inc. DKS | 8,335 | $1.9 million | 0.05% | +303 |
| RiverNorth Capital Management LLC OPP | 240,803 | $1.9 million | 0.05% | +3,708 |
| Equifax Inc. EFX | 11,461 | $1.8 million | 0.05% | -156 |
| Angel Oak Mortgage REIT Inc. AOMR | 199,078 | $1.8 million | 0.05% | +1,686 |
| FS Specialty Lending Fund Fssl FSSL | 159,597 | $1.8 million | 0.05% | +1,314 |
| Costco Wholesale Corp. COST | 1,868 | $1.7 million | 0.05% | +101 |
| Fidelity 500 Index | 6,264 | $1.6 million | 0.05% | -204 |
| Abbott Laboratories ABT | 17,683 | $1.6 million | 0.04% | +696 |
| Federated Hermes Prem Muni I FMN | 139,632 | $1.6 million | 0.04% | -1,262 |
| PIMCO New York Mun FD II Com PNI | 223,041 | $1.6 million | 0.04% | -220 |
| Paychex Inc. PAYX | 15,074 | $1.5 million | 0.04% | -202 |
| PIMCO Calif Mun Income FD Com PCQ | 161,369 | $1.4 million | 0.04% | -492 |
| Hercules Capital Inc. HTGC | 90,993 | $1.4 million | 0.04% | +321 |
| MFS Mun Income Trust MFM | 247,902 | $1.4 million | 0.04% | +66,641 |
| SPS Commerce Inc. SPSC | 24,311 | $1.4 million | 0.04% | -383,074 |
| Golub Cap BDC Inc. GBDC | 107,382 | $1.4 million | 0.04% | +1,073 |
| Putnam Premier Income Trust PPT | 393,732 | $1.4 million | 0.04% | -239,427 |
| TCW Strategic Income FD Inc. TSI | 298,509 | $1.3 million | 0.04% | +8,436 |
| BlackRock Muniholdings FD in MHD | 112,138 | $1.3 million | 0.04% | -3,736 |
| MSC Income Fund Inc. MSIF | 114,945 | $1.3 million | 0.04% | +1,371 |
| SPDR S&P 500 SPY | 1,694 | $1.3 million | 0.04% | no change |
| MFS Multimarket Income Trust MMT | 280,036 | $1.2 million | 0.03% | new |
| Invesco Exchange Traded FD T RSP | 5,673 | $1.2 million | 0.03% | new |
| BlackRock Income Trust Inc. BKT | 111,623 | $1.2 million | 0.03% | +3,123 |
| iShares Trust EFA | 11,472 | $1.2 million | 0.03% | -5,242 |
| Tractor Supply Co. TSCO | 35,256 | $1.1 million | 0.03% | -447 |
| Vanguard Ftse Emerging Markets VWO | 18,480 | $1.1 million | 0.03% | -6,547 |
| Zoetis Inc. ZTS | 15,078 | $1.1 million | 0.03% | +821 |
| AllianceBernstein Natl Mun I AFB | 87,837 | $1.0 million | 0.03% | -67,192 |
| BlackRock Core BD Trust SHS Ben Int BHK | 105,350 | $966,060 | 0.03% | new |
| BlackRock CR Allocation Inco BTZ | 93,180 | $952,300 | 0.03% | new |
| BNY Mellon Strategic Muns in LEO | 138,053 | $891,819 | 0.02% | -220,260 |
| BNY Mellon Mun BD Infrastruc DMB | 80,654 | $890,417 | 0.02% | -3,104 |
| iShares Trust IWB | 2,004 | $820,638 | 0.02% | +24 |
| iShares Russell 2000 ETF IWM | 2,655 | $797,695 | 0.02% | +462 |
| Neuberger Berman Mun FD Inc. NBH | 75,573 | $797,294 | 0.02% | -2,546 |
| BlackRock Muniyield Quality MYI | 71,237 | $791,442 | 0.02% | -2,435 |
| Western Asset MTG Defined Op DMO | 64,397 | $689,696 | 0.02% | new |
| Hancock John Invt Trust II Com JHI | 49,133 | $654,456 | 0.02% | +1,370 |
| Putnam Mun Opportunities Trust SH Ben Int PMO | 57,807 | $609,281 | 0.02% | -19,035 |
| Advanced Micro Devices Inc. AMD | 1,034 | $600,661 | 0.02% | no change |
| BlackRock Corpor Hi Yld FD I HYT | 69,343 | $593,577 | 0.02% | -79 |
| Vanguard Real Estate ETF VNQ | 5,791 | $558,426 | 0.02% | no change |
| Dimensional ETF Trust DFIC | 14,944 | $556,813 | 0.02% | no change |
| iShares Trust IWF | 4,475 | $555,702 | 0.02% | +3,629 |
| Vanguard Growth ETF VUG | 6,349 | $546,945 | 0.02% | +5,581 |
| Western Asset Premier BD FD WEA | 49,913 | $531,573 | 0.01% | new |
| Invesco BD FD VBF | 32,766 | $496,727 | 0.01% | +931 |
| Accenture plc ACN | 3,725 | $463,539 | 0.01% | +136 |
| iShares Trust IUSG | 2,237 | $420,739 | 0.01% | -11 |
| Stryker Corp. SYK | 1,200 | $377,808 | 0.01% | no change |
| Western Asset Intermediate SBI | 46,630 | $366,981 | 0.01% | -1,604 |
| Roche Holdings, Ltd. RHHBY | 7,047 | $361,863 | 0.01% | no change |
| Allianz SE Unsponsrd ADS ALIZY | 6,903 | $325,269 | 0.01% | no change |
| VG Totl STK Vprs VTI | 839 | $310,519 | 0.01% | +53 |
| Fomento Economico Mexicano S FMX | 2,321 | $296,856 | 0.01% | no change |
| Schneider Electric SA F SBGSY | 4,526 | $295,005 | 0.01% | no change |
| Chemed Corp. CHE | 588 | $273,972 | 0.01% | -50,159 |
| Manulife Financial Corporation MFC | 6,593 | $267,082 | 0.01% | new |
| Vanguard Value ETF VTV | 1,219 | $265,657 | 0.01% | no change |
| Lasertec C LSRCY | 4,015 | $254,390 | 0.01% | -1,410 |
| Shell plc SHEL | 3,278 | $254,176 | 0.01% | no change |
| Disco Corp. ADR DSCSY | 4,833 | $253,104 | 0.01% | -687 |
| Banco Bilbao Vizcaya Argentaria, S.A. BBVA | 9,752 | $244,385 | 0.01% | new |
| Tencent Holdings Ltd TCEHY | 4,231 | $233,636 | 0.01% | no change |
| Contemporary Amperex Tech CYATY | 10,392 | $233,404 | 0.01% | no change |
| Rio Tinto plc RIO | 2,284 | $216,820 | 0.01% | no change |
| DBS Group Holdings Ltd DBSDY | 1,055 | $214,049 | 0.01% | -989 |
| Aia Group Ltd Spons ADR AAGIY | 5,764 | $210,905 | 0.01% | no change |
| Spotify Technology S.A. SPOT | 459 | $210,741 | 0.01% | new |
| Canadian Natl Ry Co. CNI | 1,739 | $207,358 | 0.01% | new |
| Vanguard Small Cap Growth ETF VBK | 560 | $204,733 | 0.01% | new |
| Haleon plc HLN | 17,477 | $163,060 | 0.00% | no change |
| ADR Recruit Hldgs Co. Ltd ADR RCRUY | 11,337 | $158,038 | 0.00% | new |
| Obic Co. Ltd Unspon OBICY | 11,452 | $133,759 | 0.00% | no change |
| M3 Inc. - Unsp ADR MTHRY | 22,202 | $122,555 | 0.00% | no change |
| Uni Charm Corporation A D R UNICY | 21,761 | $61,801 | 0.00% | no change |