Portfolio (Quarterly)
Guide ↗
RIVERBRIDGE PARTNERS LLC
· CIK 0001112325| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | CWAN | Clearwater Analytics Holdings, | Technology | 1,298,714 | $31.3M | 0.59% | SOLD |
| 2 | BL | BlackLine, Inc. | Technology | 372,814 | $20.6M | 0.39% | SOLD |
| 3 | TTD | Trade Desk, Inc. | Technology | 223,103 | $8.5M | 0.16% | SOLD |
| 4 | PHR | Phreesia, Inc. | Healthcare | 459,047 | $7.8M | 0.15% | SOLD |
| 5 | VOO | Vanguard S&P 500 Index Fund | — | 7,255 | $4.5M | 0.09% | SOLD |
| 6 | DSM | BNY Mellon Strategic Municipal | Financial Services | 237,540 | $1.5M | 0.03% | SOLD |
| 7 | VXUS | Vanguard Total International S | — | 16,692 | $1.3M | 0.02% | SOLD |
| 8 | SUSA | iShares MSCI USA ESG Select ET | — | 8,260 | $1.2M | 0.02% | SOLD |
| 9 | — | BlackRock MuniHoldings Quality | — | 47,303 | $474K | 0.01% | SOLD |
| 10 | — | BlackRock MuniVest Fund II, In | — | 38,068 | $412K | 0.01% | SOLD |
| 11 | — | BlackRock MuniVest Fund, Inc. | — | 39,648 | $275K | 0.01% | SOLD |
| 12 | HDB | HDFC Bank Limited Sponsored AD | Financial Services | 7,156 | $261K | 0.01% | SOLD |
| 13 | FISV | Fiserv, Inc. | Technology | 3,080 | $207K | 0.00% | SOLD |
| 14 | ISRG | Intuitive Surgical, Inc. | Healthcare | 360 | $204K | 0.00% | SOLD |
Sector Allocation
Technology
31.4%
Healthcare
20.5%
Industrials
16.3%
Consumer Cyclical
13.2%
Financial Services
6.7%
Communication Services
4.7%
Consumer Defensive
4.7%
Real Estate
1.4%
Basic Materials
1.1%
Energy
0.0%