Riverbridge Partners Llc Portfolio Stock Holdings
Riverbridge Partners Llc disclosed 192 stock positions valued at approximately $4.1 billion in its latest SEC 13F filing. The largest holdings include NVIDIA Corporation, Microsoft Corporation, and Five Below, Inc.. The filing reflects positions held as of March 31, 2026 and was filed on April 17, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 192
- Portfolio Value
- $4.1B
Holdings by Sector
Riverbridge Partners Llc Portfolio Holdings in Q1 2026
178 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA Corporation | NVDA | Technology | 4.94% | 1,156,543 | -370,437 | -24.26% | $201,701,017 |
| Microsoft Corporation | MSFT | Technology | 4.17% | 459,806 | -33,356 | -6.76% | $170,206,567 |
| Five Below, Inc. | FIVE | Consumer Cyclical | 3.20% | 572,301 | -242,342 | -29.75% | $130,759,266 |
| RB Global, Inc. | RBA | Industrials | 2.99% | 1,275,384 | -225,982 | -15.05% | $122,245,546 |
| Grand Canyon Education, Inc. | LOPE | Consumer Defensive | 2.98% | 716,586 | -136,521 | -16.00% | $121,841,087 |
| Amazon.com, Inc. | AMZN | Consumer Cyclical | 2.86% | 562,039 | -45,727 | -7.52% | $117,055,852 |
| Ensign Group, Inc. | ENSG | Healthcare | 2.81% | 569,345 | -127,165 | -18.26% | $114,722,974 |
| Medpace Holdings, Inc. | MEDP | Healthcare | 2.79% | 237,407 | -35,562 | -13.03% | $114,000,563 |
| HEICO Corporation | HEI | Industrials | 2.73% | 406,226 | -183,299 | -31.09% | $111,387,042 |
| Analog Devices, Inc. | ADI | Technology | 2.70% | 346,665 | -27,701 | -7.40% | $110,288,014 |
| Fastenal Company | FAST | Industrials | 2.52% | 2,221,882 | -159,678 | -6.70% | $103,095,317 |
| Tyler Technologies, Inc. | TYL | Technology | 2.15% | 256,413 | +17,673 | +7.40% | $87,790,717 |
| Kinsale Capital Group, Inc. | KNSL | Financial Services | 2.06% | 246,236 | -22,217 | -8.28% | $84,129,072 |
| Privia Health Group, Inc. | PRVA | Healthcare | 1.97% | 3,917,948 | -665,642 | -14.52% | $80,592,189 |
| Alphabet, Inc. Class A | GOOGL | Communication Services | 1.89% | 267,866 | -33,714 | -11.18% | $77,027,467 |
| Kadant, Inc. | KAI | Industrials | 1.80% | 252,230 | +76,366 | +43.42% | $73,739,397 |
| Rollins, Inc. | ROL | Consumer Cyclical | 1.62% | 1,242,585 | -303,128 | -19.61% | $66,366,482 |
| West Pharmaceutical Services, | WST | Healthcare | 1.60% | 261,442 | -57,171 | -17.94% | $65,527,942 |
| S&P Global, Inc. | SPGI | Financial Services | 1.50% | 144,215 | -10,776 | -6.95% | $61,340,218 |
| Alphabet, Inc. Class C | GOOG | Communication Services | 1.48% | 210,154 | -20,709 | -8.97% | $60,284,858 |
| ServiceNow, Inc. | NOW | Technology | 1.41% | 549,784 | +75,942 | +16.03% | $57,479,934 |
| Verisk Analytics, Inc. | VRSK | Industrials | 1.35% | 291,692 | -37,134 | -11.29% | $55,348,470 |
| Freshpet, Inc. | FRPT | Consumer Defensive | 1.33% | 923,023 | -80,687 | -8.04% | $54,421,419 |
| Veeva Systems, Inc. | VEEV | Healthcare | 1.32% | 307,717 | -22,426 | -6.79% | $54,053,549 |
| Paylocity Holding Corporation | PCTY | Technology | 1.22% | 462,019 | -31,444 | -6.37% | $49,916,581 |
| CoStar Group, Inc. | CSGP | Real Estate | 1.21% | 1,227,391 | -225,155 | -15.50% | $49,512,934 |
| Watsco, Inc. | WSO | Industrials | 1.17% | 131,738 | +62,328 | +89.80% | $47,925,032 |
| Glaukos Corporation | GKOS | Healthcare | 1.14% | 433,228 | -101,941 | -19.05% | $46,641,274 |
| IDEXX Laboratories, Inc. | IDXX | Healthcare | 1.13% | 82,524 | -7,175 | -8.00% | $46,369,613 |
| Tesla, Inc. | TSLA | Consumer Cyclical | 1.11% | 121,640 | -11,299 | -8.50% | $45,219,551 |
| Netflix Inc. | NFLX | Communication Services | 1.09% | 463,583 | -40,487 | -8.03% | $44,573,534 |
| Visa, Inc. | V | Financial Services | 1.05% | 141,665 | -11,248 | -7.36% | $42,816,821 |
| Danaher Corporation | DHR | Healthcare | 1.03% | 222,825 | -17,781 | -7.39% | $42,247,594 |
| Workiva, Inc. | WK | Technology | 0.95% | 651,243 | -502,184 | -43.54% | $38,833,631 |
| Cintas Corporation | CTAS | Industrials | 0.95% | 229,158 | +16,437 | +7.73% | $38,759,780 |
| Starbucks Corporation | SBUX | Consumer Cyclical | 0.94% | 427,880 | -23,597 | -5.23% | $38,333,769 |
| Cognex Corporation | CGNX | Technology | 0.86% | 715,343 | -151,720 | -17.50% | $35,044,669 |
| Guidewire Software, Inc. | GWRE | Technology | 0.84% | 229,512 | -19,363 | -7.78% | $34,325,852 |
| Floor & Decor Holdings, Inc. | FND | Consumer Cyclical | 0.81% | 655,411 | -41,083 | -5.90% | $33,294,883 |
| Descartes Systems Group, Inc. | DSGX | Technology | 0.79% | 451,422 | -82,923 | -15.52% | $32,303,761 |
| UnitedHealth Group, Inc. | UNH | Healthcare | 0.78% | 118,359 | -5,572 | -4.50% | $32,026,762 |
| Bio-Techne Corporation | TECH | Healthcare | 0.78% | 608,916 | -176,872 | -22.51% | $31,821,951 |
| Globant S.A. | L44385109 | Other | 0.78% | 687,811 | -80,963 | -10.53% | $31,714,978 |
| Simpson Manufacturing Company, | SSD | Basic Materials | 0.76% | 180,977 | -43,159 | -19.26% | $31,059,214 |
| Salesforce, Inc. | CRM | Technology | 0.75% | 165,259 | -13,185 | -7.39% | $30,848,940 |
| Repligen Corporation | RGEN | Healthcare | 0.75% | 258,476 | -54,889 | -17.52% | $30,453,679 |
| CSW Industrials, Inc. | CSWI | Industrials | 0.74% | 115,651 | -14,761 | -11.32% | $30,136,214 |
| Motorola Solutions, Inc. | MSI | Technology | 0.71% | 67,278 | -4,957 | -6.86% | $29,196,819 |
| Fair Isaac Corporation | FICO | Technology | 0.70% | 26,901 | -2,999 | -10.03% | $28,717,531 |
| CCC Intelligent Solutions Hold | CCCS | Technology | 0.66% | 4,481,084 | -639,396 | -12.49% | $26,886,504 |
| Option Care Health, Inc. | OPCH | Healthcare | 0.65% | 984,360 | -278,193 | -22.03% | $26,498,967 |
| Dutch Bros, Inc. | BROS | Consumer Cyclical | 0.63% | 511,403 | +206,297 | +67.61% | $25,907,671 |
| Alarm.com Holdings, Inc. | ALRM | Technology | 0.63% | 592,854 | -130,507 | -18.04% | $25,605,370 |
| AAON, Inc. | AAON | Industrials | 0.61% | 302,369 | -52,001 | -14.67% | $25,021,026 |
| Entegris, Inc. | ENTG | Technology | 0.61% | 213,335 | -131,618 | -38.16% | $25,011,356 |
| SAP SE ADR | SAP | Technology | 0.58% | 138,939 | +4,448 | +3.31% | $23,787,822 |
| Transcat, Inc. | TRNS | Industrials | 0.56% | 310,476 | -27,029 | -8.01% | $22,804,464 |
| SPS Commerce, Inc. | SPSC | Technology | 0.56% | 407,385 | -73,439 | -15.27% | $22,679,124 |
| First Watch Restaurant Group, | FWRG | Consumer Cyclical | 0.54% | 2,091,700 | +995,671 | +90.84% | $21,921,015 |
| Pennant Group, Inc. | PNTG | Healthcare | 0.49% | 661,051 | -43,484 | -6.17% | $20,148,829 |
| Synopsys, Inc. | SNPS | Technology | 0.48% | 49,118 | +8,431 | +20.72% | $19,474,293 |
| Chemed Corporation | CHE | Healthcare | 0.47% | 50,747 | -3,372 | -6.23% | $19,169,160 |
| Agilysys, Inc. | AGYS | Technology | 0.45% | 256,054 | -76,103 | -22.91% | $18,215,692 |
| Power Integrations, Inc. | POWI | Technology | 0.42% | 336,068 | -21,526 | -6.02% | $17,206,667 |
| Hillman Solutions Corporation | HLMN | Industrials | 0.42% | 2,054,588 | -111,414 | -5.14% | $17,094,172 |
| Loar Holdings, Inc. | LOAR | Industrials | 0.36% | 258,416 | -18,633 | -6.73% | $14,804,664 |
| AppFolio, Inc. | APPF | Technology | 0.34% | 88,112 | +88,112 | +100.00% | $13,905,795 |
| Casella Waste Systems, Inc. | CWST | Industrials | 0.34% | 173,205 | +173,205 | +100.00% | $13,742,063 |
| DoubleVerify Holdings, Inc. | DV | Technology | 0.34% | 1,442,814 | -218,881 | -13.17% | $13,706,731 |
| Casey's General Stores, Inc. | CASY | Consumer Cyclical | 0.31% | 17,612 | -11,449 | -39.40% | $12,819,252 |
| Toast, Inc. | TOST | Technology | 0.30% | 459,807 | -295,245 | -39.10% | $12,189,477 |
| WillScot Holdings Corporation | WSC | Industrials | 0.28% | 669,142 | -47,080 | -6.57% | $11,616,302 |
| LeMaitre Vascular, Inc. | LMAT | Healthcare | 0.28% | 105,599 | +105,599 | +100.00% | $11,528,268 |
| Doximity, Inc. | DOCS | Healthcare | 0.28% | 489,742 | -38,836 | -7.35% | $11,410,992 |
| ACV Auctions, Inc. | ACVA | Consumer Cyclical | 0.28% | 2,687,459 | -434,573 | -13.92% | $11,394,828 |
| RBC Bearings, Inc. | RBC | Industrials | 0.27% | 20,386 | +20,386 | +100.00% | $11,072,137 |
| Charles River Laboratories Int | CRL | Healthcare | 0.27% | 63,788 | -35,540 | -35.78% | $11,003,458 |
| Alkami Technology, Inc. | ALKT | Technology | 0.26% | 688,980 | -1,096,118 | -61.40% | $10,796,314 |
| Ishares Core S&P 500 Etf | IVV | Other | 0.26% | 16,347 | -68,577 | -80.75% | $10,677,710 |
| GoDaddy, Inc. | GDDY | Technology | 0.25% | 125,308 | -73,512 | -36.97% | $10,359,224 |
| TWFG, Inc. | 87318A101 | Other | 0.25% | 549,614 | -44,130 | -7.43% | $10,107,397 |
| Jack Henry & Associates, Inc. | JKHY | Technology | 0.24% | 63,045 | -26,740 | -29.78% | $9,963,576 |
| Goosehead Insurance, Inc. | GSHD | Financial Services | 0.20% | 195,817 | -14,575 | -6.93% | $8,353,535 |
| Barrett Business Services, Inc | BBSI | Industrials | 0.20% | 284,277 | -11,266 | -3.81% | $8,295,217 |
| Align Technology, Inc. | ALGN | Healthcare | 0.20% | 47,918 | -25,379 | -34.62% | $8,214,547 |
| Grid Dynamics Holdings, Inc. | GDYN | Technology | 0.20% | 1,427,409 | -318,558 | -18.25% | $8,136,231 |
| Apple Inc. | AAPL | Technology | 0.20% | 31,869 | +26 | +0.08% | $8,088,034 |
| VANGUARD INDEX FDS EXTEND MKT | VXF | Other | 0.12% | 23,627 | -28,924 | -55.04% | $4,862,494 |
| Inspire Medical Systems, Inc. | INSP | Healthcare | 0.12% | 92,494 | -4,617 | -4.75% | $4,770,861 |
| Vanguard Index Tr 500 Index Ad | VFIAX | Other | 0.11% | 7,184 | -1 | -0.01% | $4,327,994 |
| TJX Companies, Inc. | TJX | Consumer Cyclical | 0.09% | 23,653 | +83 | +0.35% | $3,777,384 |
| Ecolab, Inc. | ECL | Basic Materials | 0.09% | 13,364 | +100 | +0.75% | $3,555,091 |
| Ishares Tr Russell 2000 Growth | IWO | Other | 0.09% | 11,144 | -4,432 | -28.45% | $3,497,193 |
| Brookfield Real Assets Income | RA | Financial Services | 0.08% | 239,842 | +18,535 | +8.38% | $3,084,367 |
| Snap-on, Inc. | SNA | Industrials | 0.07% | 8,413 | +16 | +0.19% | $3,055,770 |
| Angel Oak Financial Strategies | FINS | Financial Services | 0.07% | 233,477 | +17,967 | +8.34% | $2,976,834 |
| RiverNorth Flexible Municipal | RFMZ | Other | 0.07% | 225,057 | +15,846 | +7.57% | $2,846,972 |
| Sixth Street Specialty Lending | TSLX | Financial Services | 0.06% | 143,704 | +53,766 | +59.78% | $2,641,282 |
| PGIM Short Duration High Yield | SDHY | Other | 0.06% | 162,514 | +10,922 | +7.20% | $2,603,468 |
| Johnson & Johnson | JNJ | Healthcare | 0.06% | 10,035 | +21 | +0.21% | $2,452,955 |