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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | DSGX | Descartes Systems Group, Inc. | Technology | 534,345.0 | $46.8M | 0.88% | NEW | — | $87.66 | -19.1% |
| 42 | TECH | Bio-Techne Corporation | Healthcare | 785,788.0 | $46.2M | 0.87% | NEW | — | $58.81 | +20.7% |
| 43 | SPSC | SPS Commerce, Inc. | Technology | 480,824.0 | $42.9M | 0.80% | NEW | — | $89.13 | -34.6% |
| 44 | FND | Floor & Decor Holdings, Inc. | Consumer Cyclical | 696,494.0 | $42.4M | 0.80% | NEW | — | $60.89 | -3.0% |
| 45 | ALKT | Alkami Technology, Inc. | Technology | 1,785,098.0 | $41.2M | 0.77% | NEW | — | $23.07 | -18.9% |
| 46 | UNH | UnitedHealth Group, Inc. | Healthcare | 123,931.0 | $40.9M | 0.77% | NEW | — | $330.11 | +29.2% |
| 47 | CCC | CCC Intelligent Solutions Hold | Technology | 5,120,480.0 | $40.7M | 0.76% | NEW | — | $7.95 | -32.3% |
| 48 | OPCH | Option Care Health, Inc. | Healthcare | 1,262,553.0 | $40.2M | 0.75% | NEW | — | $31.86 | -34.0% |
| 49 | CTAS | Cintas Corporation | Industrials | 212,721.0 | $40.0M | 0.75% | NEW | — | $188.07 | -7.4% |
| 50 | AGYS | Agilysys, Inc. | Technology | 332,157.0 | $39.5M | 0.74% | NEW | — | $118.84 | -8.4% |
| 51 | EXPO | Exponent, Inc. | Industrials | 554,193.0 | $38.5M | 0.72% | NEW | — | $69.46 | -13.7% |
| 52 | — | CSW Industrials, Inc. | — | 130,412.0 | $38.3M | 0.72% | NEW | — | $293.53 | — |
| 53 | SBUX | Starbucks Corporation | Consumer Cyclical | 451,477.0 | $38.0M | 0.71% | NEW | — | $84.21 | +22.8% |
| 54 | ALRM | Alarm.com Holdings, Inc. | Technology | 723,361.0 | $36.9M | 0.69% | NEW | — | $51.02 | -4.9% |
| 55 | SSD | Simpson Manufacturing Company, | Industrials | 224,136.0 | $36.2M | 0.68% | NEW | — | $161.47 | +26.0% |
| 56 | SAP | SAP SE ADR | Technology | 134,491.0 | $32.7M | 0.61% | NEW | — | $242.91 | -34.5% |
| 57 | CWAN | Clearwater Analytics Holdings, | Technology | 1,298,714.0 | $31.3M | 0.59% | NEW | — | $24.12 | +1.8% |
| 58 | CGNX | Cognex Corporation | Technology | 867,063.0 | $31.2M | 0.58% | NEW | — | $35.98 | +98.2% |
| 59 | ENTG | Entegris, Inc. | Technology | 344,953.0 | $29.1M | 0.55% | NEW | — | $84.25 | +96.1% |
| 60 | MSI | Motorola Solutions, Inc. | Technology | 72,235.0 | $27.7M | 0.52% | NEW | — | $383.32 | +9.3% |
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%