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 | SSD | Simpson Manufacturing Company, | Industrials | 124,379.0 | $26.0M | 0.73% | -57K | -31.3% | $209.35 | -6.4% |
| 42 | MSI | Motorola Solutions, Inc. | Technology | 60,313.0 | $25.0M | 0.70% | -7K | -10.3% | $415.29 | +10.1% |
| 43 | ENTG | Entegris, Inc. | Technology | 137,455.0 | $24.7M | 0.69% | -76K | -35.6% | $179.86 | -9.3% |
| 44 | RGEN | Repligen Corporation | Healthcare | 172,507.0 | $23.5M | 0.66% | -86K | -33.3% | $136.44 | +23.9% |
| 45 | BROS | Dutch Bros, Inc. | Consumer Cyclical | 317,628.0 | $22.8M | 0.64% | -194K | -37.9% | $71.81 | -29.8% |
| 46 | WK | Workiva, Inc. | Technology | 436,284.0 | $21.2M | 0.59% | -215K | -33.0% | $48.51 | +44.0% |
| 47 | — | Exponent, Inc. | — | 359,934.0 | $21.1M | 0.59% | -173K | -32.5% | $58.76 | — |
| 48 | — | Riverbridge Growth Fund - Inst | — | 784,937.0 | $21.0M | 0.59% | -56K | -6.7% | $26.78 | — |
| 49 | — | CSW Industrials, Inc. | — | 73,442.0 | $20.4M | 0.57% | -42K | -36.5% | $278.30 | — |
| 50 | DSGX | Descartes Systems Group, Inc. | Technology | 291,102.0 | $20.2M | 0.56% | -160K | -35.5% | $69.24 | +8.2% |
| 51 | SAP | SAP SE ADR | Technology | 125,736.0 | $19.4M | 0.54% | -13K | -9.5% | $154.11 | +34.9% |
| 52 | TRNS | Transcat, Inc. | Industrials | 202,389.0 | $18.8M | 0.52% | -108K | -34.8% | $92.77 | +1.2% |
| 53 | AGYS | Agilysys, Inc. | Technology | 179,573.0 | $18.8M | 0.52% | -76K | -29.9% | $104.50 | +6.5% |
| 54 | ALRM | Alarm.com Holdings, Inc. | Technology | 394,872.0 | $18.4M | 0.52% | -198K | -33.4% | $46.72 | +17.7% |
| 55 | FWRG | First Watch Restaurant Group, | Consumer Cyclical | 1,348,632.0 | $17.4M | 0.48% | -743K | -35.5% | $12.89 | -4.5% |
| 56 | CRM | Salesforce, Inc. | Technology | 101,205.0 | $15.9M | 0.44% | -64K | -38.8% | $156.66 | +21.9% |
| 57 | CCC | CCC Intelligent Solutions Hold | Technology | 2,907,042.0 | $15.0M | 0.42% | -1.6M | -35.1% | $5.16 | +29.7% |
| 58 | OPCH | Option Care Health, Inc. | Healthcare | 650,568.0 | $13.6M | 0.38% | -334K | -33.9% | $20.97 | +11.4% |
| 59 | ACVA | ACV Auctions, Inc. | Consumer Cyclical | 1,839,453.0 | $13.2M | 0.37% | -848K | -31.6% | $7.19 | +6.0% |
| 60 | CRL | Charles River Laboratories Int | Healthcare | 56,703.0 | $12.9M | 0.36% | -7K | -11.1% | $226.79 | +26.4% |
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
31.2%
Healthcare
20.9%
Industrials
17.1%
Consumer Cyclical
13.4%
Financial Services
6.7%
Communication Services
5.5%
Consumer Defensive
3.8%
Real Estate
1.1%
Energy
0.2%
Basic Materials
0.1%