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 | FICO | Fair Isaac Corporation | Technology | 24,897.0 | $29.7M | 0.83% | -2K | -7.5% | $1194.79 | -44.6% |
| 42 | NFLX | Netflix Inc. | Communication Services | 410,274.0 | $29.3M | 0.82% | -53K | -11.5% | $71.40 | -5.0% |
| 43 | AAON | AAON, Inc. | Industrials | 208,611.0 | $26.5M | 0.74% | -94K | -31.0% | $126.86 | -35.1% |
| 44 | SSD | Simpson Manufacturing Company, | Industrials | 124,379.0 | $26.0M | 0.73% | -57K | -31.3% | $209.35 | -17.6% |
| 45 | SNPS | Synopsys, Inc. | Technology | 56,481.0 | $25.2M | 0.70% | +7K | +15.0% | $446.07 | +10.0% |
| 46 | MSI | Motorola Solutions, Inc. | Technology | 60,313.0 | $25.0M | 0.70% | -7K | -10.3% | $415.29 | +7.9% |
| 47 | ENTG | Entegris, Inc. | Technology | 137,455.0 | $24.7M | 0.69% | -76K | -35.6% | $179.86 | -11.9% |
| 48 | RGEN | Repligen Corporation | Healthcare | 172,507.0 | $23.5M | 0.66% | -86K | -33.3% | $136.44 | +29.9% |
| 49 | BROS | Dutch Bros, Inc. | Consumer Cyclical | 317,628.0 | $22.8M | 0.64% | -194K | -37.9% | $71.81 | -46.2% |
| 50 | GLOB | Globant S.A. | Technology | 769,815.0 | $22.3M | 0.62% | +82K | +11.9% | $28.94 | +27.8% |
| 51 | WK | Workiva, Inc. | Technology | 436,284.0 | $21.2M | 0.59% | -215K | -33.0% | $48.51 | +43.5% |
| 52 | — | Exponent, Inc. | — | 359,934.0 | $21.1M | 0.59% | -173K | -32.5% | $58.76 | — |
| 53 | — | Riverbridge Growth Fund - Inst | — | 784,937.0 | $21.0M | 0.59% | -56K | -6.7% | $26.78 | — |
| 54 | — | CSW Industrials, Inc. | — | 73,442.0 | $20.4M | 0.57% | -42K | -36.5% | $278.30 | — |
| 55 | DSGX | Descartes Systems Group, Inc. | Technology | 291,102.0 | $20.2M | 0.56% | -160K | -35.5% | $69.24 | +17.3% |
| 56 | SAP | SAP SE ADR | Technology | 125,736.0 | $19.4M | 0.54% | -13K | -9.5% | $154.11 | +36.8% |
| 57 | TRNS | Transcat, Inc. | Industrials | 202,389.0 | $18.8M | 0.52% | -108K | -34.8% | $92.77 | -2.8% |
| 58 | AGYS | Agilysys, Inc. | Technology | 179,573.0 | $18.8M | 0.52% | -76K | -29.9% | $104.50 | -4.0% |
| 59 | ALRM | Alarm.com Holdings, Inc. | Technology | 394,872.0 | $18.4M | 0.52% | -198K | -33.4% | $46.72 | +17.4% |
| 60 | FWRG | First Watch Restaurant Group, | Consumer Cyclical | 1,348,632.0 | $17.4M | 0.48% | -743K | -35.5% | $12.89 | -20.6% |
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
31.9%
Healthcare
21.3%
Industrials
17.4%
Consumer Cyclical
13.7%
Financial Services
6.9%
Consumer Defensive
3.9%
Communication Services
3.5%
Real Estate
1.1%
Energy
0.2%
Basic Materials
0.1%