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CIK: 0001112325
Total reported value
$3.6B
$3.6B
188 檔
28.5%
The Q4 2025 SEC filing reveals that Riverbridge Partners LLC held a total portfolio value of $3.6B, covering 188 public equity positions.
In Q4 2025, Riverbridge Partners LLC adopted a defensive or profit-taking posture, trimming 41 positions and completely liquidating 2 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, HEI) accounted for 28.5% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.34% | +0.64% | -11.47% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.47% | +0.14% | -4.46% | |
| 3 | HEI | Heico CORP | Stock-Industrials | 3.58% | +0.86% | -9.75% | |
| 4 | RBA | Rb Global Inc | Stock-Industrials | 2.90% | +0.35% | -9.71% | |
| 5 | FIVE | Five Below | Stock-Consumer Disc | 2.88% | -1.05% | -15.07% | |
| 6 | MEDP | Medpace Holdings Inc | Stock-Healthcare | 2.87% | -0.07% | -25.23% | |
| 7 | LOPE | Grand Canyon Education Inc | Stock-Consumer Staples | 2.66% | -0.76% | -10.49% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.63% | +0.50% | -3.89% | |
| 9 | ENSG | Ensign Group Inc/the | Stock-Healthcare | 2.27% | -0.84% | -8.73% | |
| 10 | PRVA | Privia Health Group Inc | Stock-Other | 2.04% | +0.18% | -1.08% | |
| 11 | TYL | Tyler Technologies Inc | Stock-Tech | 2.03% | -0.10% | -11.13% | |
| 12 | KNSL | Kinsale Capital Group Inc | Stock-Financials | 1.97% | -0.35% | -7.60% | |
| 13 | ADI | Analog Devices Inc | Stock-Tech | 1.90% | +0.58% | -3.64% | |
| 14 | WK | Workiva Inc | Stock-Tech | 1.86% | -0.36% | -10.65% | |
| 15 | CSGP | Costar Group Inc | Stock-Real Estate | 1.83% | -0.35% | -12.45% | |
| 16 | FAST | Fastenal Co | Stock-Industrials | 1.79% | +0.16% | -5.01% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.77% | +0.50% | -2.19% | |
| 18 | ROL | Rollins Inc | Stock-Consumer Disc | 1.74% | -0.31% | -22.79% | |
| 19 | WST | West Pharmaceutical Services | Stock-Healthcare | 1.64% | +0.73% | -12.12% | |
| 20 | SPGI | S&p Global Inc | Stock-Financials | 1.52% | -0.02% | -4.01% | |
| 21 | PCTY | Paylocity Holding CORP | Stock-Tech | 1.41% | -0.26% | -14.29% | |
| 22 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.38% | +0.23% | -5.42% | |
| 23 | VRSK | Verisk Analytics Inc | Stock-Industrials | 1.38% | +0.02% | +5.98% | |
| 24 | NOW | Servicenow Inc | Stock-Tech | 1.36% | -0.05% | +378.49% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.36% | +0.39% | -4.68% | |
| 26 | FRPT | Freshpet Inc | Stock-Consumer Staples | 1.15% | -0.22% | -13.27% | |
| 27 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.14% | -0.05% | -6.01% | |
| 28 | GKOS | Glaukos CORP | Stock-Healthcare | 1.13% | -0.04% | -6.05% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.12% | +0.16% | -29.36% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.09% | -0.08% | +1203.11% | |
| 31 | PAYC | Paycom Software Inc | Stock-Tech | 1.07% | -0.01% | EXIT | |
| 32 | DHR | Danaher CORP | Stock-Healthcare | 1.03% | +0.16% | -3.85% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 1.01% | +0.17% | -4.02% | |
| 34 | RGEN | Repligen CORP | Stock-Healthcare | 0.96% | -0.09% | -8.76% | |
| 35 | FICO | Fair Isaac CORP | Stock-Tech | 0.95% | +0.13% | +73.10% | |
| 36 | GLOB | Globant S.A. | Stock-Tech | 0.94% | -0.16% | -13.77% | |
| 37 | KAI | Kadant Inc | Stock-Other | 0.94% | -0.09% | -11.35% | |
| 38 | GWRE | Guidewire Software Inc | Stock-Tech | 0.94% | +0.08% | -12.22% | |
| 39 | CRM | Salesforce Inc | Stock-Tech | 0.89% | -0.32% | -3.94% | |
| 40 | NFLX | Netflix Inc | Stock-Comm Services | 0.89% | -0.27% | +858.85% | |
| 41 | DSGX | Descartes Systems Grp/the | Stock-Tech | 0.88% | -0.23% | -9.24% | |
| 42 | TECH | Bio-techne CORP | Stock-Healthcare | 0.87% | +0.08% | -13.31% | |
| 43 | SPSC | Sps Commerce Inc | Stock-Tech | 0.80% | -0.52% | +2.04% | |
| 44 | FND | Floor & Decor Holdings Inc-a | Stock-Consumer Disc | 0.80% | +0.06% | -23.80% | |
| 45 | ALKT | Alkami Technology Inc | Stock-Other | 0.77% | -0.26% | EXIT | |
| 46 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.77% | +0.47% | -6.53% | |
| 47 | CCC | Ccc Intelligent Solutions Ho | Stock-Tech | 0.76% | -0.24% | -17.29% | |
| 48 | OPCH | Option Care Health Inc | Stock-Healthcare | 0.75% | -0.27% | -12.74% | |
| 49 | CTAS | Cintas CORP | Stock-Industrials | 0.75% | +0.11% | +10.07% | |
| 50 | AGYS | Agilysys Inc | Stock-Other | 0.74% | +0.07% | -11.92% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1% | +1203.11% | Add |
| 2 | SAP | Sap Se-sponsored Adr | +0.6% | +14843.44% | Add |
| 3 | FICO | Fair Isaac CORP | +0.5% | +73.10% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.5% | -2.19% | Trim |
| 5 | IWM | Ishares Russell 2000 ETF | +0.4% | +2631.22% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.4% | -4.68% | Trim |
| 7 | GKOS | Glaukos CORP | +0.4% | -6.05% | Trim |
| 8 | ENSG | Ensign Group Inc/the | +0.1% | -8.73% | Trim |
| 9 | WST | West Pharmaceutical Services | 0% | -12.12% | Trim |
| 10 | HEI | Heico CORP | 0% | -9.75% | Trim |
| 11 | WK | Workiva Inc | 0% | -10.65% | Trim |
| 12 | MSFT | Microsoft CORP | 0% | -4.46% | Trim |
| 13 | KAI | Kadant Inc | -0.1% | -11.35% | Trim |
| 14 | DSGX | Descartes Systems Grp/the | -0.1% | -9.24% | Trim |
| 15 | SSD | Simpson Manufacturing Co Inc | -0.1% | -14.44% | Trim |
| 16 | MSI | Motorola Solutions Inc | -0.1% | -6.53% | Trim |
| 17 | NVDA | Nvidia CORP | -0.1% | -11.47% | Trim |
| 18 | TOST | Toast Inc-class A | -0.1% | -21.57% | Trim |
| 19 | SNPS | Synopsys Inc | -0.1% | -24.77% | Trim |
| 20 | TTD | Trade Desk Inc/the -class A | -0.1% | -29.80% | Trim |
| 21 | KNSL | Kinsale Capital Group Inc | -0.1% | -7.60% | Trim |
| 22 | GDDY | Godaddy Inc - Class A | -0.1% | -21.53% | Trim |
| 23 | ACVA | Acv Auctions Inc-a | -0.1% | -12.49% | Trim |
| 24 | RBA | Rb Global Inc | -0.1% | -9.71% | Trim |
| 25 | PCTY | Paylocity Holding CORP | -0.1% | -14.29% | Trim |
| 26 | TRNS | Transcat Inc | -0.1% | -17.12% | Trim |
| 27 | ENTG | Entegris Inc | -0.2% | -22.23% | Trim |
| 28 | WSO | Watsco Inc | -0.2% | -19.62% | Trim |
| 29 | GWRE | Guidewire Software Inc | -0.2% | -12.22% | Trim |
| 30 | NFLX | Netflix Inc | -0.2% | +858.85% | Add |
| 31 | ALKT | Alkami Technology Inc | -0.2% | -20.69% | Trim |
| 32 | NOW | Servicenow Inc | -0.2% | +378.49% | Add |
| 33 | CCC | Ccc Intelligent Solutions Ho | -0.2% | -17.29% | Trim |
| 34 | CGNX | Cognex CORP | -0.2% | -14.38% | Trim |
| 35 | ALGN | Align Technology Inc | -0.2% | -62.07% | Trim |
| 36 | ROL | Rollins Inc | -0.2% | -22.79% | Trim |
| 37 | DOCS | Doximity Inc-class A | -0.3% | -4.79% | Trim |
| 38 | BL | Blackline Inc | -0.3% | -48.26% | Trim |
| 39 | FAST | Fastenal Co | -0.3% | -5.01% | Trim |
| 40 | TSLA | Tesla Inc | -0.3% | -29.36% | Trim |
| 41 | MEDP | Medpace Holdings Inc | -0.3% | -25.23% | Trim |
| 42 | TYL | Tyler Technologies Inc | -0.3% | -11.13% | Trim |
| 43 | FND | Floor & Decor Holdings Inc-a | -0.3% | -23.80% | Trim |
| 44 | VEEV | Veeva Systems Inc-class A | -0.4% | -5.42% | Trim |
| 45 | PAYC | Paycom Software Inc | -0.5% | -19.69% | Trim |
| 46 | CSGP | Costar Group Inc | -0.5% | -12.45% | Trim |
| 47 | LOPE | Grand Canyon Education Inc | -0.9% | -10.49% | Trim |
| 48 | LOAR | Loar Holdings Inc | — | NEW | New buy |
| 49 | ✓ | Kornit Digital Ltd. | — | EXIT | Sold out |
| 50 | JAMF | Jamf Holding CORP | — | 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 188 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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Top New Position Initiated
LOAR
市值: $18.8M
Top Position Liquidated / Trimmed
Kornit Digital Ltd.
前期市值: $16.2M
During Q4 2025, Riverbridge Partners LLC's top holdings by market value included NVDA (5.3%)、MSFT (4.5%)、HEI (3.6%). The largest single position, NVDA, represented 5.3% of total portfolio value.
In Q4 2025, Riverbridge Partners LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 6 positions, trimming 41 holdings, and fully liquidating 2 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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