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 | VEEV | Veeva Systems, Inc. | Healthcare | 307,717.0 | $54.1M | 1.32% | -22K | -6.8% | $175.66 | -11.0% |
| 22 | PCTY | Paylocity Holding Corporation | Technology | 462,019.0 | $49.9M | 1.22% | -31K | -6.4% | $108.04 | -3.8% |
| 23 | CSGP | CoStar Group, Inc. | Real Estate | 1,227,391.0 | $49.5M | 1.21% | -225K | -15.5% | $40.34 | -21.0% |
| 24 | GKOS | Glaukos Corporation | Healthcare | 433,228.0 | $46.6M | 1.14% | -102K | -19.1% | $107.66 | +32.0% |
| 25 | IDXX | IDEXX Laboratories, Inc. | Healthcare | 82,524.0 | $46.4M | 1.14% | -7K | -8.0% | $561.89 | -5.2% |
| 26 | TSLA | Tesla, Inc. | Consumer Cyclical | 121,640.0 | $45.2M | 1.11% | -11K | -8.5% | $371.75 | +19.2% |
| 27 | NFLX | Netflix Inc. | Communication Services | 463,583.0 | $44.6M | 1.09% | -40K | -8.0% | $96.15 | -9.6% |
| 28 | V | Visa, Inc. | Financial Services | 141,665.0 | $42.8M | 1.05% | -11K | -7.4% | $302.24 | +6.7% |
| 29 | DHR | Danaher Corporation | Healthcare | 222,825.0 | $42.2M | 1.03% | -18K | -7.4% | $189.60 | -13.2% |
| 30 | WK | Workiva, Inc. | Technology | 651,243.0 | $38.8M | 0.95% | -502K | -43.5% | $59.63 | -23.9% |
| 31 | SBUX | Starbucks Corporation | Consumer Cyclical | 427,880.0 | $38.3M | 0.94% | -24K | -5.2% | $89.59 | +18.8% |
| 32 | CGNX | Cognex Corporation | Technology | 715,343.0 | $35.0M | 0.86% | -152K | -17.5% | $48.99 | +31.2% |
| 33 | EXPO | Exponent, Inc. | Industrials | 533,119.0 | $34.8M | 0.85% | -21K | -3.8% | $65.25 | -17.7% |
| 34 | GWRE | Guidewire Software, Inc. | Technology | 229,512.0 | $34.3M | 0.84% | -19K | -7.8% | $149.56 | -17.3% |
| 35 | FND | Floor & Decor Holdings, Inc. | Consumer Cyclical | 655,411.0 | $33.3M | 0.81% | -41K | -5.9% | $50.80 | -9.9% |
| 36 | DSGX | Descartes Systems Group, Inc. | Technology | 451,422.0 | $32.3M | 0.79% | -83K | -15.5% | $71.56 | -6.0% |
| 37 | UNH | UnitedHealth Group, Inc. | Healthcare | 118,359.0 | $32.0M | 0.78% | -6K | -4.5% | $270.59 | +47.5% |
| 38 | TECH | Bio-Techne Corporation | Healthcare | 608,916.0 | $31.8M | 0.78% | -177K | -22.5% | $52.26 | -14.4% |
| 39 | GLOB | Globant S.A. | Technology | 687,811.0 | $31.7M | 0.78% | -81K | -10.5% | $46.11 | -26.1% |
| 40 | SSD | Simpson Manufacturing Company, | Industrials | 180,977.0 | $31.1M | 0.76% | -43K | -19.3% | $171.62 | +8.2% |
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
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%