Riverbridge Partners Llc Portfolio Stock Holdings
Riverbridge Partners Llc disclosed 198 stock positions valued at approximately $3.6 billion in its latest SEC 13F filing. The largest holdings include NVIDIA Corporation, Microsoft Corporation, and HEICO Corporation. The filing reflects positions held as of June 30, 2026 and was filed on July 13, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 198
- Portfolio Value
- $3.6B
Holdings by Sector
Riverbridge Partners Llc Portfolio Holdings in Q2 2026
182 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA Corporation | NVDA | Technology | 5.58% | 998,902 | -157,641 | -13.63% | $199,870,300 |
| Microsoft Corporation | MSFT | Technology | 4.31% | 413,524 | -46,282 | -10.07% | $154,252,769 |
| HEICO Corporation | HEI | Industrials | 3.59% | 361,213 | -45,013 | -11.08% | $128,660,537 |
| Amazon.com, Inc. | AMZN | Consumer Cyclical | 3.36% | 504,618 | -57,421 | -10.22% | $120,270,716 |
| RB Global, Inc. | RBA | Industrials | 3.34% | 1,027,992 | -247,392 | -19.40% | $119,709,622 |
| Analog Devices, Inc. | ADI | Technology | 3.28% | 295,295 | -51,370 | -14.82% | $117,282,228 |
| Medpace Holdings, Inc. | MEDP | Healthcare | 2.72% | 183,941 | -53,466 | -22.52% | $97,413,457 |
| Fastenal Company | FAST | Industrials | 2.68% | 2,001,710 | -220,172 | -9.91% | $96,142,119 |
| Alphabet, Inc. Class A | GOOGL | Communication Services | 2.39% | 239,570 | -28,296 | -10.56% | $85,615,157 |
| West Pharmaceutical Services, | WST | Healthcare | 2.33% | 232,514 | -28,928 | -11.06% | $83,472,421 |
| Grand Canyon Education, Inc. | LOPE | Consumer Defensive | 2.22% | 555,692 | -160,894 | -22.45% | $79,525,118 |
| Privia Health Group, Inc. | PRVA | Healthcare | 2.15% | 2,998,597 | -919,351 | -23.47% | $77,153,889 |
| Five Below, Inc. | FIVE | Consumer Cyclical | 2.15% | 428,994 | -143,307 | -25.04% | $77,128,747 |
| Tyler Technologies, Inc. | TYL | Technology | 2.05% | 251,422 | -4,991 | -1.95% | $73,530,767 |
| Ensign Group, Inc. | ENSG | Healthcare | 1.97% | 440,086 | -129,259 | -22.70% | $70,545,773 |
| Alphabet, Inc. Class C | GOOG | Communication Services | 1.87% | 189,147 | -21,007 | -10.00% | $66,831,440 |
| Kinsale Capital Group, Inc. | KNSL | Financial Services | 1.71% | 185,530 | -60,706 | -24.65% | $61,189,552 |
| Kadant, Inc. | KAI | Industrials | 1.71% | 194,573 | -57,657 | -22.86% | $61,140,526 |
| Veeva Systems, Inc. | VEEV | Healthcare | 1.55% | 313,378 | +5,661 | +1.84% | $55,615,148 |
| S&P Global, Inc. | SPGI | Financial Services | 1.48% | 129,844 | -14,371 | -9.96% | $52,880,387 |
| Watsco, Inc. | WSO | Industrials | 1.40% | 120,334 | -11,404 | -8.66% | $50,146,693 |
| Verisk Analytics, Inc. | VRSK | Industrials | 1.37% | 272,866 | -18,826 | -6.45% | $48,987,672 |
| ServiceNow, Inc. | NOW | Technology | 1.36% | 490,814 | -58,970 | -10.73% | $48,727,998 |
| Rollins, Inc. | ROL | Consumer Cyclical | 1.31% | 1,126,020 | -116,565 | -9.38% | $47,000,088 |
| Tesla, Inc. | TSLA | Consumer Cyclical | 1.27% | 107,923 | -13,717 | -11.28% | $45,392,363 |
| UnitedHealth Group, Inc. | UNH | Healthcare | 1.25% | 107,378 | -10,981 | -9.28% | $44,629,674 |
| Visa, Inc. | V | Financial Services | 1.22% | 126,874 | -14,791 | -10.44% | $43,529,137 |
| Danaher Corporation | DHR | Healthcare | 1.19% | 223,404 | +579 | +0.26% | $42,553,916 |
| Freshpet, Inc. | FRPT | Consumer Defensive | 1.11% | 675,318 | -247,705 | -26.84% | $39,924,807 |
| Starbucks Corporation | SBUX | Consumer Cyclical | 1.10% | 386,968 | -40,912 | -9.56% | $39,544,300 |
| Glaukos Corporation | GKOS | Healthcare | 1.10% | 282,089 | -151,139 | -34.89% | $39,424,774 |
| IDEXX Laboratories, Inc. | IDXX | Healthcare | 1.08% | 73,440 | -9,084 | -11.01% | $38,661,806 |
| Cintas Corporation | CTAS | Industrials | 1.06% | 222,153 | -7,005 | -3.06% | $37,783,789 |
| Paylocity Holding Corporation | PCTY | Technology | 0.96% | 328,366 | -133,653 | -28.93% | $34,324,093 |
| Guidewire Software, Inc. | GWRE | Technology | 0.92% | 266,959 | +37,447 | +16.32% | $32,849,250 |
| Cognex Corporation | CGNX | Technology | 0.90% | 444,577 | -270,766 | -37.85% | $32,196,279 |
| Floor & Decor Holdings, Inc. | FND | Consumer Cyclical | 0.87% | 524,882 | -130,529 | -19.92% | $31,156,972 |
| CoStar Group, Inc. | CSGP | Real Estate | 0.86% | 1,091,535 | -135,856 | -11.07% | $30,912,267 |
| Bio-Techne Corporation | TECH | Healthcare | 0.86% | 436,507 | -172,409 | -28.31% | $30,839,229 |
| Fair Isaac Corporation | FICO | Technology | 0.83% | 24,897 | -2,004 | -7.45% | $29,746,665 |
| Netflix Inc. | NFLX | Communication Services | 0.82% | 410,274 | -53,309 | -11.50% | $29,293,583 |
| AAON, Inc. | AAON | Industrials | 0.74% | 208,611 | -93,758 | -31.01% | $26,464,454 |
| Simpson Manufacturing Company, | SSD | Basic Materials | 0.73% | 124,379 | -56,598 | -31.27% | $26,038,729 |
| Synopsys, Inc. | SNPS | Technology | 0.70% | 56,481 | +7,363 | +14.99% | $25,194,377 |
| Motorola Solutions, Inc. | MSI | Technology | 0.70% | 60,313 | -6,965 | -10.35% | $25,047,417 |
| Entegris, Inc. | ENTG | Technology | 0.69% | 137,455 | -75,880 | -35.57% | $24,722,579 |
| Repligen Corporation | RGEN | Healthcare | 0.66% | 172,507 | -85,969 | -33.26% | $23,536,805 |
| Dutch Bros, Inc. | BROS | Consumer Cyclical | 0.64% | 317,628 | -193,775 | -37.89% | $22,808,888 |
| Globant S.A. | L44385109 | Other | 0.62% | 769,815 | +82,004 | +11.92% | $22,278,434 |
| Workiva, Inc. | WK | Technology | 0.59% | 436,284 | -214,959 | -33.01% | $21,164,128 |
| CSW Industrials, Inc. | CSWI | Industrials | 0.57% | 73,442 | -42,209 | -36.50% | $20,438,881 |
| Descartes Systems Group, Inc. | DSGX | Technology | 0.56% | 291,102 | -160,320 | -35.51% | $20,155,912 |
| SAP SE ADR | SAP | Technology | 0.54% | 125,736 | -13,203 | -9.50% | $19,377,101 |
| Transcat, Inc. | TRNS | Industrials | 0.52% | 202,389 | -108,087 | -34.81% | $18,775,664 |
| Agilysys, Inc. | AGYS | Technology | 0.52% | 179,573 | -76,481 | -29.87% | $18,765,377 |
| Alarm.com Holdings, Inc. | ALRM | Technology | 0.52% | 394,872 | -197,982 | -33.39% | $18,448,426 |
| First Watch Restaurant Group, | FWRG | Consumer Cyclical | 0.49% | 1,348,632 | -743,068 | -35.52% | $17,383,865 |
| Salesforce, Inc. | CRM | Technology | 0.44% | 101,205 | -64,054 | -38.76% | $15,854,762 |
| CCC Intelligent Solutions Hold | CCCS | Technology | 0.42% | 2,907,042 | -1,574,042 | -35.13% | $15,000,335 |
| Option Care Health, Inc. | OPCH | Healthcare | 0.38% | 650,568 | -333,792 | -33.91% | $13,642,411 |
| ACV Auctions, Inc. | ACVA | Consumer Cyclical | 0.37% | 1,839,453 | -848,006 | -31.55% | $13,225,670 |
| Charles River Laboratories Int | CRL | Healthcare | 0.36% | 56,703 | -7,085 | -11.11% | $12,859,587 |
| Loar Holdings, Inc. | LOAR | Industrials | 0.34% | 153,080 | -105,336 | -40.76% | $12,339,765 |
| Casey's General Stores, Inc. | CASY | Consumer Cyclical | 0.34% | 15,224 | -2,388 | -13.56% | $12,099,915 |
| Pennant Group, Inc. | PNTG | Healthcare | 0.33% | 315,832 | -345,219 | -52.22% | $11,669,999 |
| Power Integrations, Inc. | POWI | Technology | 0.32% | 138,538 | -197,530 | -58.78% | $11,603,939 |
| Eaton Corporation Plc | ETN | Other | 0.32% | 26,919 | +26,919 | +100.00% | $11,470,648 |
| RBC Bearings, Inc. | RBC | Industrials | 0.32% | 17,797 | -2,589 | -12.70% | $11,462,265 |
| Toast, Inc. | TOST | Technology | 0.31% | 399,492 | -60,315 | -13.12% | $11,113,859 |
| Boot Barn Holdings, Inc. | BOOT | Consumer Cyclical | 0.31% | 67,475 | +67,475 | +100.00% | $11,084,084 |
| DoubleVerify Holdings, Inc. | DV | Technology | 0.29% | 972,989 | -469,825 | -32.56% | $10,547,198 |
| Hillman Solutions Corporation | HLMN | Industrials | 0.28% | 1,202,992 | -851,596 | -41.45% | $10,153,253 |
| Casella Waste Systems, Inc. | CWST | Industrials | 0.28% | 102,979 | -70,226 | -40.55% | $9,985,867 |
| Apple Inc. | AAPL | Technology | 0.25% | 31,263 | -606 | -1.90% | $9,046,262 |
| LeMaitre Vascular, Inc. | LMAT | Healthcare | 0.24% | 88,467 | -17,132 | -16.22% | $8,489,252 |
| AppFolio, Inc. | APPF | Technology | 0.23% | 50,837 | -37,275 | -42.30% | $8,151,692 |
| Impinj, Inc. | PI | Technology | 0.22% | 56,028 | +56,028 | +100.00% | $8,024,859 |
| TWFG, Inc. | 87318A101 | Other | 0.22% | 332,658 | -216,956 | -39.47% | $8,000,427 |
| Cactus, Inc. | WHD | Energy | 0.22% | 152,967 | +152,967 | +100.00% | $7,836,475 |
| Jack Henry & Associates, Inc. | JKHY | Technology | 0.21% | 54,164 | -8,881 | -14.09% | $7,460,504 |
| Align Technology, Inc. | ALGN | Healthcare | 0.20% | 41,537 | -6,381 | -13.32% | $7,005,608 |
| Ishares Core S&P 500 Etf | IVV | Other | 0.18% | 8,512 | -7,835 | -47.93% | $6,374,320 |
| Barrett Business Services, Inc | BBSI | Industrials | 0.17% | 171,205 | -113,072 | -39.78% | $6,081,205 |
| Doximity, Inc. | DOCS | Healthcare | 0.16% | 281,219 | -208,523 | -42.58% | $5,832,474 |
| Goosehead Insurance, Inc. | GSHD | Financial Services | 0.16% | 115,819 | -79,998 | -40.85% | $5,617,220 |
| Grid Dynamics Holdings, Inc. | GDYN | Technology | 0.16% | 986,450 | -440,959 | -30.89% | $5,603,036 |
| VANGUARD INDEX FDS EXTEND MKT | VXF | Other | 0.15% | 22,413 | -1,214 | -5.14% | $5,518,307 |
| Vanguard Index Tr 500 Index Ad | VFIAX | Other | 0.14% | 7,181 | -3 | -0.04% | $4,969,250 |
| Ecolab, Inc. | ECL | Basic Materials | 0.10% | 13,173 | -191 | -1.43% | $3,670,130 |
| TJX Companies, Inc. | TJX | Consumer Cyclical | 0.10% | 23,378 | -275 | -1.16% | $3,541,767 |
| Ishares Tr Russell 2000 Growth | IWO | Other | 0.10% | 8,718 | -2,426 | -21.77% | $3,434,346 |
| Snap-on, Inc. | SNA | Industrials | 0.09% | 8,304 | -109 | -1.30% | $3,341,530 |
| ASML Holding NV ADR | ASML | Other | 0.09% | 1,674 | -107 | -6.01% | $3,330,323 |
| Rockwell Automation Com | ROK | Industrials | 0.09% | 6,689 | -96 | -1.41% | $3,311,590 |
| Taiwan Semiconductor Manufactu | TSM | Technology | 0.09% | 6,809 | -277 | -3.91% | $3,251,774 |
| Brookfield Real Assets Income | RA | Financial Services | 0.09% | 241,792 | +1,950 | +0.81% | $3,114,278 |
| Angel Oak Financial Strategies | FINS | Financial Services | 0.08% | 235,363 | +1,886 | +0.81% | $3,012,646 |
| PGIM Short Duration High Yield | SDHY | Other | 0.08% | 164,714 | +2,200 | +1.35% | $2,699,661 |
| Johnson & Johnson | JNJ | Healthcare | 0.07% | 9,904 | -131 | -1.31% | $2,515,319 |
| Sixth Street Specialty Lending | TSLX | Financial Services | 0.07% | 143,587 | -117 | -0.08% | $2,465,384 |