Riverbridge Partners LLC Portfolio Shifts: Key Purchases and Sales in Q2

Based on the latest filing data, we can observe significant shifts within Riverbridge Partners Llc's investment strategy for this quarter ending June 30th.

The investor has demonstrated activity across various sectors. Notably, they have increased their stake in several companies:

• CCC Intelligent Solutions Hold (CCCS), adding shares to a Technology position.
• Privia Health Group, Inc. (PRVA), boosting their Healthcare holding significantly.
• Hillman Solutions Corporation (HLMN), increasing shares in this Industrials stock by a notable percentage.

Conversely, Riverbridge Partners Llc has reduced or exited positions in other sectors:

• Pennant Group, Inc. (PNTG), significantly decreasing their stake after holding it for some time.
• Option Care Health, Inc. (OPCH), substantially reducing exposure to this Healthcare stock.

Furthermore, the investor has sold shares in several previously held positions:

• SPS Commerce, Inc. (SPSC), completely exiting this Technology holding.
• Grid Dynamics Holdings, Inc. (GDYN), selling a large portion of their stake in this Technology company.

The portfolio's allocation continues to favor the Technology sector at 29.08%, followed by Healthcare and Industrials each around the 19% mark. Consumer Cyclical, Communication Services, and Financial Services round out the top allocations with percentages below 13%. The investor holds a total of 182 stocks.

For more detailed information on Riverbridge Partners Llc's holdings or to explore individual stock profiles like Amazon, please visit the respective pages. You can learn about their investment strategy and track changes by visiting Riverbridge Partners Llc's profile page.