Riverbridge Partners Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 13, 2026, Riverbridge Partners Llc disclosed 182 stock positions valued at approximately $3.58B as of quarter-end June 30, 2026. The largest holdings include NVIDIA Corporation, Microsoft Corporation, and HEICO Corporation.
- Report Period
- June 30, 2026
- No. of Stocks
- 182
- Portfolio Value
- $3.58B
Holdings by Sector
Riverbridge Partners Llc Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 182 holdings in the latest reporting period.