EdgeMarket › What Riverbridge Partners Llc reported owning

What Riverbridge Partners Llc reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

4.1B

Positions

192

Quarter

2026-03-31

Shown below

50
largest by value
holdingvalue% of booksharesprice1y
NVDA
NVIDIA CORP
201.7M4.9%1.2M214.72+22.4%
MSFT
MICROSOFT CORP
170.2M4.2%459.8K483.24-4.4%
FIVE
FIVE BELOW, INC
130.8M3.2%572.3K250.24+79.7%
RBA
RB GLOBAL INC.
122.2M3.0%1.3M87.02-24.4%
LOPE
Grand Canyon Education, Inc.
121.8M3.0%716.6K147.46-26.8%
AMZN
AMAZON COM INC
117.1M2.9%562.0K258.63+15.6%
ENSG
ENSIGN GROUP, INC
114.7M2.8%569.3K179.48+6.2%
MEDP
Medpace Holdings, Inc.
114.0M2.8%237.4K620.75+33.3%
HEI
HEICO CORP
111.4M2.7%406.2K355.04+15.6%
ADI
ANALOG DEVICES INC
110.3M2.7%346.7K373.09+52.4%
FAST
FASTENAL CO
103.1M2.5%2.2M51.26+3.5%
TYL
TYLER TECHNOLOGIES INC
87.8M2.1%256.4K350.73-38.2%
KNSL
Kinsale Capital Group, Inc.
84.1M2.1%246.2K383.55-18.1%
PRVA
Privia Health Group, Inc.
80.6M2.0%3.9M21.12-0.1%
GOOGL
Alphabet Inc.
77.0M1.9%267.9K344.82+73.0%
KAI
KADANT INC
73.7M1.8%252.2K313.41-5.2%
ROL
ROLLINS INC
66.4M1.6%1.2M36.91-36.8%
WST
WEST PHARMACEUTICAL SERVICES INC
65.5M1.6%261.4K353.08+43.3%
SPGI
S&P Global Inc.
61.3M1.5%144.2K431.29-22.6%
GOOG
Alphabet Inc.
60.3M1.5%210.2K341.75+70.7%
NOW
ServiceNow, Inc.
57.5M1.4%549.8K128.48-27.8%
VRSK
Verisk Analytics, Inc.
55.3M1.4%291.7K187.50-30.8%
FRPT
Freshpet, Inc.
54.4M1.3%923.0K73.97+21.5%
VEEV
VEEVA SYSTEMS INC
54.1M1.3%307.7K247.90-12.7%
PCTY
Paylocity Holding Corp
49.9M1.2%462.0K153.34-15.4%
CSGP
COSTAR GROUP, INC.
49.5M1.2%1.2M32.26-63.4%
WSO
WATSCO INC
47.9M1.2%131.7K311.94-25.5%
GKOS
GLAUKOS Corp
46.6M1.1%433.2K184.89+103.3%
IDXX
IDEXX LABORATORIES INC /DE
46.4M1.1%82.5K556.93-13.0%
TSLA
Tesla, Inc.
45.2M1.1%121.6K362.86+12.0%
NFLX
NETFLIX INC
44.6M1.1%463.6K79.59-34.4%
V
VISA INC.
42.8M1.0%141.7K371.04+7.9%
DHR
DANAHER CORP /DE/
42.2M1.0%222.8K218.85+3.5%
LIN
LINDE PLC
40.0M1.0%80.8K487.57+1.1%
WK
WORKIVA INC
38.8M1.0%651.2K74.83-2.1%
CTAS
CINTAS CORP
38.8M0.9%229.2K203.79-6.0%
SBUX
STARBUCKS CORP
38.3M0.9%427.9K107.08+19.6%
CGNX
COGNEX CORP
35.0M0.9%715.3K60.54+41.7%
EXPO
EXPONENT INC
34.8M0.9%533.1K70.21+0.3%
GWRE
Guidewire Software, Inc.
34.3M0.8%229.5K189.19-12.5%
FND
Floor & Decor Holdings, Inc.
33.3M0.8%655.4K54.26-33.8%
DSGX
DESCARTES SYSTEMS GROUP INC
32.3M0.8%451.4K78.21-20.2%
UNH
UNITEDHEALTH GROUP INC
32.0M0.8%118.4K390.11+30.1%
TECH
BIO-TECHNE Corp
31.8M0.8%608.9K72.32+33.1%
GLOB
Globant S.A.
31.7M0.8%687.8K39.62-41.4%
SSD
Simpson Manufacturing Co., Inc.
31.1M0.8%181.0K188.77+0.2%
CRM
Salesforce, Inc.
30.8M0.8%165.3K209.17-15.1%
RGEN
REPLIGEN CORP
30.5M0.7%258.5K181.13+49.0%
CSW
CSW INDUSTRIALS, INC.
30.1M0.7%115.7K330.09+25.9%
MSI
Motorola Solutions, Inc.
29.2M0.7%67.3K480.47+4.0%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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