Portfolio (Quarterly)
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RIVERBRIDGE PARTNERS LLC
· CIK 0001112325| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | PCTY | Paylocity Holding Corporation | Technology | 493,463.0 | $75.3M | 1.41% | NEW | — | $152.50 | -27.0% |
| 22 | VEEV | Veeva Systems, Inc. | Healthcare | 330,143.0 | $73.7M | 1.38% | NEW | — | $223.23 | -17.5% |
| 23 | VRSK | Verisk Analytics, Inc. | Industrials | 328,826.0 | $73.6M | 1.38% | NEW | — | $223.69 | -19.7% |
| 24 | NOW | ServiceNow, Inc. | Technology | 473,842.0 | $72.6M | 1.36% | NEW | — | $153.19 | -30.9% |
| 25 | GOOG | Alphabet, Inc. Class C | Communication Services | 230,863.0 | $72.4M | 1.36% | NEW | — | $313.80 | +14.1% |
| 26 | FRPT | Freshpet, Inc. | Consumer Defensive | 1,003,710.0 | $61.2M | 1.15% | NEW | — | $60.93 | -8.1% |
| 27 | IDXX | IDEXX Laboratories, Inc. | Healthcare | 89,699.0 | $60.7M | 1.14% | NEW | — | $676.53 | -20.5% |
| 28 | GKOS | Glaukos Corporation | Healthcare | 535,169.0 | $60.4M | 1.13% | NEW | — | $112.91 | +21.8% |
| 29 | TSLA | Tesla, Inc. | Consumer Cyclical | 132,939.0 | $59.8M | 1.12% | NEW | — | $449.72 | -5.4% |
| 30 | IVV | Ishares Core S&P 500 Etf | — | 84,924.0 | $58.2M | 1.09% | NEW | — | $684.94 | +9.4% |
| 31 | PAYC | Paycom Software, Inc. | Technology | 357,210.0 | $56.9M | 1.07% | NEW | — | $159.36 | -15.9% |
| 32 | DHR | Danaher Corporation | Healthcare | 240,606.0 | $55.1M | 1.03% | NEW | — | $228.92 | -15.4% |
| 33 | V | Visa, Inc. | Financial Services | 152,913.0 | $53.6M | 1.00% | NEW | — | $350.71 | +0.1% |
| 34 | RGEN | Repligen Corporation | Healthcare | 313,365.0 | $51.3M | 0.96% | NEW | — | $163.86 | -15.2% |
| 35 | FICO | Fair Isaac Corporation | Technology | 29,900.0 | $50.5M | 0.95% | NEW | — | $1690.61 | -28.6% |
| 36 | GLOB | Globant S.A. | Technology | 768,774.0 | $50.3M | 0.94% | NEW | — | $65.37 | -52.0% |
| 37 | KAI | Kadant, Inc. | Industrials | 175,864.0 | $50.1M | 0.94% | NEW | — | $285.02 | +7.7% |
| 38 | GWRE | Guidewire Software, Inc. | Technology | 248,875.0 | $50.0M | 0.94% | NEW | — | $201.01 | -36.5% |
| 39 | CRM | Salesforce, Inc. | Technology | 178,444.0 | $47.3M | 0.89% | NEW | — | $264.91 | -38.4% |
| 40 | NFLX | Netflix Inc. | Communication Services | 504,070.0 | $47.3M | 0.89% | NEW | — | $93.76 | -20.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
36.6%
Healthcare
20.8%
Industrials
13.4%
Consumer Cyclical
12.3%
Financial Services
6.3%
Communication Services
4.3%
Consumer Defensive
4.2%
Real Estate
2.0%
Basic Materials
0.2%
Energy
0.0%