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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | AAON | AAON, Inc. | Industrials | 354,370.0 | $27.0M | 0.51% | NEW | — | $76.25 | +52.7% |
| 62 | TOST | Toast, Inc. | Technology | 755,052.0 | $26.8M | 0.50% | NEW | — | $35.51 | -19.1% |
| 63 | ACVA | ACV Auctions, Inc. | Consumer Cyclical | 3,122,032.0 | $25.0M | 0.47% | NEW | — | $8.02 | -9.1% |
| 64 | GDDY | GoDaddy, Inc. | Technology | 198,820.0 | $24.7M | 0.46% | NEW | — | $124.08 | -30.0% |
| 65 | — | Riverbridge Growth Fund - Inst | — | 832,503.0 | $24.2M | 0.45% | NEW | — | $29.05 | — |
| 66 | IWM | Ishares Tr Russell 2000 | — | 97,095.0 | $23.9M | 0.45% | NEW | — | $246.16 | +21.6% |
| 67 | DOCS | Doximity, Inc. | Healthcare | 528,578.0 | $23.4M | 0.44% | NEW | — | $44.28 | -51.2% |
| 68 | WSO | Watsco, Inc. | Industrials | 69,410.0 | $23.4M | 0.44% | NEW | — | $336.95 | +21.0% |
| 69 | CHE | Chemed Corporation | Healthcare | 54,119.0 | $23.2M | 0.43% | NEW | — | $427.86 | +12.4% |
| 70 | BL | BlackLine, Inc. | Technology | 372,814.0 | $20.6M | 0.39% | NEW | — | $55.29 | -46.7% |
| 71 | PNTG | Pennant Group, Inc. | Healthcare | 704,535.0 | $19.8M | 0.37% | NEW | — | $28.15 | +32.7% |
| 72 | CRL | Charles River Laboratories Int | Healthcare | 99,328.0 | $19.8M | 0.37% | NEW | — | $199.48 | +14.8% |
| 73 | TRNS | Transcat, Inc. | Industrials | 337,505.0 | $19.1M | 0.36% | NEW | — | $56.73 | +63.4% |
| 74 | SNPS | Synopsys, Inc. | Technology | 40,687.0 | $19.1M | 0.36% | NEW | — | $469.72 | -3.2% |
| 75 | DV | DoubleVerify Holdings, Inc. | Technology | 1,661,695.0 | $19.0M | 0.36% | NEW | — | $11.44 | -1.9% |
| 76 | LOAR | Loar Holdings, Inc. | Industrials | 277,049.0 | $18.8M | 0.35% | NEW | — | $68.00 | +18.0% |
| 77 | HLMN | Hillman Solutions Corporation | Industrials | 2,166,002.0 | $18.8M | 0.35% | NEW | — | $8.66 | -6.0% |
| 78 | BROS | Dutch Bros, Inc. | Consumer Cyclical | 305,106.0 | $18.7M | 0.35% | NEW | — | $61.22 | +19.7% |
| 79 | — | TWFG, Inc. | — | 593,744.0 | $17.1M | 0.32% | NEW | — | $28.77 | — |
| 80 | FWRG | First Watch Restaurant Group, | Consumer Cyclical | 1,096,029.0 | $16.5M | 0.31% | NEW | — | $15.08 | -11.5% |
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%