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CIK: 0001112325
Total reported value
$3.6B
$3.6B
185 檔
33.2%
At the close of Q2 2025, Riverbridge Partners LLC disclosed equity holdings valued at approximately $3.6B, spread across 185 reported holdings.
In Q2 2025, Riverbridge Partners LLC adopted a defensive or profit-taking posture, trimming 38 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.68% | +0.64% | -4.08% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.28% | +0.14% | -2.72% | |
| 3 | HEI | Heico CORP | Stock-Industrials | 3.76% | +0.86% | -11.53% | |
| 4 | LOPE | Grand Canyon Education Inc | Stock-Consumer Staples | 3.36% | -0.76% | -12.96% | |
| 5 | RBA | Rb Global Inc | Stock-Industrials | 3.02% | +0.35% | -13.88% | |
| 6 | TYL | Tyler Technologies Inc | Stock-Tech | 2.69% | -0.10% | -6.56% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.31% | +0.50% | -2.86% | |
| 8 | CSGP | Costar Group Inc | Stock-Real Estate | 2.27% | -0.35% | -6.02% | |
| 9 | MEDP | Medpace Holdings Inc | Stock-Healthcare | 2.19% | -0.07% | -9.79% | |
| 10 | FIVE | Five Below | Stock-Consumer Disc | 2.17% | -1.05% | -9.05% | |
| 11 | ENSG | Ensign Group Inc/the | Stock-Healthcare | 2.16% | -0.84% | -19.02% | |
| 12 | KNSL | Kinsale Capital Group Inc | Stock-Financials | 2.04% | -0.35% | -10.09% | |
| 13 | ROL | Rollins Inc | Stock-Consumer Disc | 1.92% | -0.31% | -7.06% | |
| 14 | PRVA | Privia Health Group Inc | Stock-Other | 1.83% | +0.18% | -10.33% | |
| 15 | PCTY | Paylocity Holding CORP | Stock-Tech | 1.81% | -0.26% | -11.20% | |
| 16 | FAST | Fastenal Co | Stock-Industrials | 1.77% | +0.16% | +95.06% | |
| 17 | PAYC | Paycom Software Inc | Stock-Tech | 1.75% | -0.01% | EXIT | |
| 18 | AKX | Ansys Inc | Stock-Other | 1.74% | — | -7.09% | |
| 19 | NOW | Servicenow Inc | Stock-Tech | 1.70% | -0.05% | -2.71% | |
| 20 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.67% | +0.23% | -2.57% | |
| 21 | VRSK | Verisk Analytics Inc | Stock-Industrials | 1.58% | +0.02% | -5.26% | |
| 22 | ADI | Analog Devices Inc | Stock-Tech | 1.54% | +0.58% | -2.78% | |
| 23 | WK | Workiva Inc | Stock-Tech | 1.52% | -0.36% | -10.45% | |
| 24 | SPGI | S&p Global Inc | Stock-Financials | 1.42% | -0.02% | -2.81% | |
| 25 | GLOB | Globant S.A. | Stock-Tech | 1.41% | -0.16% | -8.80% | |
| 26 | FRPT | Freshpet Inc | Stock-Consumer Staples | 1.38% | -0.22% | +23.19% | |
| 27 | WST | West Pharmaceutical Services | Stock-Healthcare | 1.35% | +0.73% | -6.09% | |
| 28 | NFLX | Netflix Inc | Stock-Comm Services | 1.18% | -0.27% | -3.55% | |
| 29 | FND | Floor & Decor Holdings Inc-a | Stock-Consumer Disc | 1.18% | +0.06% | -9.05% | |
| 30 | SPSC | Sps Commerce Inc | Stock-Tech | 1.14% | -0.52% | -12.53% | |
| 31 | GWRE | Guidewire Software Inc | Stock-Tech | 1.13% | +0.08% | -29.89% | |
| 32 | KAI | Kadant Inc | Stock-Other | 1.10% | -0.09% | -12.74% | |
| 33 | DSGX | Descartes Systems Grp/the | Stock-Tech | 1.04% | -0.23% | -12.66% | |
| 34 | ALKT | Alkami Technology Inc | Stock-Other | 1.02% | -0.26% | EXIT | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.02% | +0.16% | -3.20% | |
| 36 | CCC | Ccc Intelligent Solutions Ho | Stock-Tech | 1.01% | -0.24% | +25.95% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.95% | +0.17% | -2.81% | |
| 38 | DOCS | Doximity Inc-class A | Stock-Healthcare | 0.93% | -0.12% | -13.20% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.90% | +0.50% | -2.57% | |
| 40 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.86% | -0.05% | -3.09% | |
| 41 | CRM | Salesforce Inc | Stock-Tech | 0.85% | -0.32% | -35.11% | |
| 42 | DHR | Danaher CORP | Stock-Healthcare | 0.83% | +0.16% | -2.62% | |
| 43 | ALRM | Alarm.com Holdings Inc | Stock-Other | 0.80% | -0.11% | -12.77% | |
| 44 | TECH | Bio-techne CORP | Stock-Healthcare | 0.79% | +0.08% | +53.90% | |
| 45 | GDDY | Godaddy Inc - Class A | Stock-Tech | 0.79% | -0.18% | -11.30% | |
| 46 | ACVA | Acv Auctions Inc-a | Stock-Other | 0.78% | +0.09% | -11.09% | |
| 47 | TOST | Toast Inc-class A | Stock-Tech | 0.74% | +0.01% | -11.80% | |
| 48 | RGEN | Repligen CORP | Stock-Healthcare | 0.74% | -0.09% | -12.80% | |
| 49 | AGYS | Agilysys Inc | Stock-Other | 0.73% | +0.07% | -12.38% | |
| 50 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.73% | +0.16% | -2.62% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.3% | -4.08% | Trim |
| 2 | MSFT | Microsoft CORP | +1% | -2.72% | Trim |
| 3 | FIVE | Five Below | +0.8% | -9.05% | Trim |
| 4 | CWAN | Clearwater Analytics Holdings, Inc. | +0.6% | NEW | New buy |
| 5 | NOW | Servicenow Inc | +0.4% | -2.71% | Trim |
| 6 | TRNS | Transcat Inc | +0.3% | +94.32% | Add |
| 7 | FWRG | First Watch Restaurant Group | +0.3% | NEW | New buy |
| 8 | NFLX | Netflix Inc | +0.3% | -3.55% | Trim |
| 9 | ALKT | Alkami Technology Inc | +0.3% | +24.45% | Add |
| 10 | HEI | Heico CORP | +0.3% | -11.53% | Trim |
| 11 | VEEV | Veeva Systems Inc-class A | +0.3% | -2.57% | Trim |
| 12 | AMZN | Amazon.com Inc | +0.3% | -2.86% | Trim |
| 13 | CCC | Ccc Intelligent Solutions Ho | +0.2% | +25.95% | Add |
| 14 | BBSI | Barrett Business Svcs Inc | +0.2% | NEW | New buy |
| 15 | GKOS | Glaukos CORP | +0.2% | +41.51% | Add |
| 16 | TECH | Bio-techne CORP | +0.2% | +53.90% | Add |
| 17 | AGYS | Agilysys Inc | +0.2% | -12.38% | Trim |
| 18 | ADI | Analog Devices Inc | +0.2% | -2.78% | Trim |
| 19 | TWFG | Twfg Inc | +0.2% | NEW | New buy |
| 20 | IDXX | Idexx Laboratories Inc | +0.2% | -3.09% | Trim |
| 21 | TSLA | Tesla Inc | +0.2% | -3.20% | Trim |
| 22 | TYL | Tyler Technologies Inc | -0.1% | -6.56% | Trim |
| 23 | SPSC | Sps Commerce Inc | -0.1% | -12.53% | Trim |
| 24 | RGEN | Repligen CORP | -0.1% | -12.80% | Trim |
| 25 | HLMN | Hillman Solutions CORP | -0.1% | -14.34% | Trim |
| 26 | BL | Blackline Inc | -0.1% | -27.73% | Trim |
| 27 | EXPO | Exponent Inc | -0.1% | — | Trim |
| 28 | DSGX | Descartes Systems Grp/the | -0.1% | -12.66% | Trim |
| 29 | OPCH | Option Care Health Inc | -0.2% | -12.64% | Trim |
| 30 | GWRE | Guidewire Software Inc | -0.2% | -29.89% | Trim |
| 31 | LOPE | Grand Canyon Education Inc | -0.2% | -12.96% | Trim |
| 32 | MEDP | Medpace Holdings Inc | -0.2% | -9.79% | Trim |
| 33 | PRVA | Privia Health Group Inc | -0.2% | -10.33% | Trim |
| 34 | WSO | Watsco Inc | -0.2% | -10.55% | Trim |
| 35 | FND | Floor & Decor Holdings Inc-a | -0.2% | -9.05% | Trim |
| 36 | CRL | Charles River Laboratories | -0.2% | -40.01% | Trim |
| 37 | CHE | Chemed CORP | -0.2% | -13.30% | Trim |
| 38 | NEOG | Neogen CORP | -0.2% | EXIT | Sold out |
| 39 | KNSL | Kinsale Capital Group Inc | -0.2% | -10.09% | Trim |
| 40 | GDYN | Grid Dynamics Holdings Inc | -0.2% | -12.88% | Trim |
| 41 | KAI | Kadant Inc | -0.2% | -12.74% | Trim |
| 42 | RBA | Rb Global Inc | -0.3% | -13.88% | Trim |
| 43 | PCTY | Paylocity Holding CORP | -0.3% | -11.20% | Trim |
| 44 | CERT | Certara Inc | -0.3% | -97.86% | Trim |
| 45 | USPH | U.s. Physical Therapy Inc | -0.3% | EXIT | Sold out |
| 46 | WK | Workiva Inc | -0.4% | -10.45% | Trim |
| 47 | CRM | Salesforce Inc | -0.4% | -35.11% | Trim |
| 48 | UNH | Unitedhealth Group Inc | -0.5% | -3.41% | Trim |
| 49 | GLOB | Globant S.A. | -0.6% | -8.80% | Trim |
| 50 | ✓ | Paycor Hcm Inc Com | -0.8% | EXIT | Sold out |
According to official SEC Form 13F filings, Riverbridge Partners LLC reported a total U.S. public equity portfolio value of $3.6B across 185 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, HEI) accounted for 33.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
CWAN
市值: $35.3M
Top Position Liquidated / Trimmed
PAYCOR HCM INC COM
前期市值: $46.9M
During Q2 2025, Riverbridge Partners LLC's top holdings by market value included NVDA (4.7%)、MSFT (4.3%)、HEI (3.8%). The largest single position, NVDA, represented 4.7% of total portfolio value.
In Q2 2025, Riverbridge Partners LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 5 positions, trimming 38 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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