Riverbridge Partners LLC
Net seller this quarter
$3.58B
168
-$787M
33.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $200M | 5.58% | 0.00% | -13.6% | Q3 2018 |
 MSFT | $154M | 4.31% | 0.01% | -10.1% | Q3 2013 |
 HEI | $129M | 3.59% | 0.66% | -11.1% | Q1 2015 |
 AMZN | $120M | 3.36% | 0.00% | -10.2% | Q3 2013 |
 RBA | $120M | 3.34% | 0.56% | -19.4% | Q2 2023 |
 ADI | $117M | 3.28% | 0.06% | -14.8% | Q2 2017 |
 MEDP | $97.4M | 2.72% | 0.66% | -22.5% | Q1 2021 |
 FAST | $96.1M | 2.68% | 0.17% | -9.9% | Q3 2013 |
 GOOGL | $85.6M | 2.39% | 0.00% | -10.6% | Q3 2015 |
 WST | $83.5M | 2.33% | 0.33% | -11.1% | Q2 2017 |
 LOPE | $79.5M | 2.22% | 2.12% | -22.5% | Q3 2013 |
 PRVA | $77.2M | 2.15% | 2.37% | -23.5% | Q1 2022 |
 FIVE | $77.1M | 2.15% | 0.78% | -25.0% | Q3 2013 |
 TYL | $73.5M | 2.05% | 0.52% | -2.0% | Q2 2017 |
 ENSG | $70.5M | 1.97% | 0.76% | -22.7% | Q2 2020 |
| GOOG | $66.8M | 1.87% | Not reported | -10.0% | Q3 2015 |
 KNSL | $61.2M | 1.71% | 0.81% | -24.7% | Q4 2022 |
 KAI | $61.1M | 1.71% | 1.65% | -22.9% | Q2 2020 |
 VEEV | $55.6M | 1.55% | 0.19% | +1.8% | Q4 2015 |
 SPGI | $52.9M | 1.48% | 0.04% | -10.0% | Q2 2021 |
 WSO | $50.1M | 1.40% | Not reported | -8.7% | Q2 2017 |
 VRSK | $49M | 1.37% | 0.21% | -6.5% | Q2 2014 |
 NOW | $48.7M | 1.36% | 0.05% | -10.7% | Q4 2019 |
 ROL | $47M | 1.31% | 0.23% | -9.4% | Q3 2013 |
 TSLA | $45.4M | 1.27% | 0.00% | -11.3% | Q1 2020 |
 UNH | $44.6M | 1.25% | 0.01% | -9.3% | Q3 2013 |
 V | $43.5M | 1.22% | 0.01% | -10.4% | Q3 2017 |
 DHR | $42.6M | 1.19% | 0.03% | +0.3% | Q2 2019 |
 FRPT | $39.9M | 1.11% | 1.39% | -26.8% | Q1 2016 |
 SBUX | $39.5M | 1.10% | 0.03% | -9.6% | Q3 2013 |
 GKOS | $39.4M | 1.10% | 0.48% | -34.9% | Q2 2021 |
 IDXX | $38.7M | 1.08% | 0.09% | -11.0% | Q1 2020 |
 LIN | $38.4M | 1.07% | 0.02% | -8.4% | Q4 2018 |
 CTAS | $37.8M | 1.06% | 0.06% | -3.1% | Q3 2024 |
 PCTY | $34.3M | 0.96% | 0.62% | -28.9% | Q2 2016 |
 GWRE | $32.8M | 0.92% | 0.32% | +16.3% | Q4 2018 |
 CGNX | $32.2M | 0.90% | 0.27% | -37.9% | Q3 2015 |
 FND | $31.2M | 0.87% | 0.49% | -19.9% | Q3 2018 |
 CSGP | $30.9M | 0.86% | 0.27% | -11.1% | Q3 2013 |
 TECH | $30.8M | 0.86% | 0.28% | -28.3% | Q3 2014 |
 FICO | $29.7M | 0.83% | 0.12% | -7.5% | Q1 2024 |
 NFLX | $29.3M | 0.82% | 0.01% | -11.5% | Q3 2018 |
 AAON | $26.5M | 0.74% | 0.25% | -31.0% | Q3 2025 |
 SSD | $26M | 0.73% | 0.30% | -31.3% | Q4 2024 |
 SNPS | $25.2M | 0.70% | 0.03% | +15.0% | Q3 2025 |
 MSI | $25M | 0.70% | 0.04% | -10.4% | Q2 2023 |
 ENTG | $24.7M | 0.69% | 0.09% | -35.6% | Q3 2022 |
 RGEN | $23.5M | 0.66% | 0.31% | -33.3% | Q2 2023 |
 BROS | $22.8M | 0.64% | 0.21% | -37.9% | Q3 2025 |
 GLOB | $22.3M | 0.62% | 1.76% | +11.9% | Q2 2017 |
| Q1 2026 | |||||
| NVDA | $202M | 4.94% | 0.00% | -24.3% | Q3 2018 |
| MSFT | $170M | 4.17% | 0.01% | -6.8% | Q3 2013 |
| FIVE | $131M | 3.20% | 1.04% | -29.8% | Q3 2013 |
| RBA | $122M | 2.99% | 0.68% | -15.1% | Q2 2023 |
| LOPE | $122M | 2.98% | 2.68% | -16.0% | Q3 2013 |
| AMZN | $117M | 2.86% | 0.01% | -7.5% | Q3 2013 |
| ENSG | $115M | 2.81% | 0.97% | -18.3% | Q2 2020 |
| MEDP | $114M | 2.79% | 0.83% | -13.0% | Q1 2021 |
| HEI | $111M | 2.73% | 0.74% | -31.1% | Q1 2015 |
| ADI | $110M | 2.70% | 0.07% | -7.4% | Q2 2017 |
| FAST | $103M | 2.52% | 0.19% | -6.7% | Q3 2013 |
| TYL | $87.8M | 2.15% | 0.53% | +7.4% | Q2 2017 |
| KNSL | $84.1M | 2.06% | 1.07% | -8.3% | Q4 2022 |
| PRVA | $80.6M | 1.97% | 3.12% | -14.5% | Q1 2022 |
| GOOGL | $77M | 1.89% | 0.00% | -11.2% | Q3 2015 |
| KAI | $73.7M | 1.80% | 2.14% | +43.4% | Q2 2020 |
| ROL | $66.4M | 1.62% | 0.26% | -19.6% | Q3 2013 |
| WST | $65.5M | 1.60% | 0.37% | -17.9% | Q2 2017 |
| SPGI | $61.3M | 1.50% | 0.05% | -7.0% | Q2 2021 |
| GOOG | $60.3M | 1.48% | Not reported | -9.0% | Q3 2015 |
| NOW | $57.5M | 1.41% | 0.05% | +16.0% | Q4 2019 |
| VRSK | $55.3M | 1.35% | 0.22% | -11.3% | Q2 2014 |
| FRPT | $54.4M | 1.33% | 1.88% | -8.0% | Q1 2016 |
| VEEV | $54.1M | 1.32% | 0.19% | -6.8% | Q4 2015 |
| PCTY | $49.9M | 1.22% | 0.86% | -6.4% | Q2 2016 |
| CSGP | $49.5M | 1.21% | 0.29% | -15.5% | Q3 2013 |
| WSO | $47.9M | 1.17% | Not reported | +89.8% | Q2 2017 |
| GKOS | $46.6M | 1.14% | 0.74% | -19.1% | Q2 2021 |
| IDXX | $46.4M | 1.13% | 0.10% | -8.0% | Q1 2020 |
| TSLA | $45.2M | 1.11% | 0.00% | -8.5% | Q1 2020 |
| NFLX | $44.6M | 1.09% | 0.01% | -8.0% | Q3 2018 |
| V | $42.8M | 1.05% | 0.01% | -7.4% | Q3 2017 |
| DHR | $42.2M | 1.03% | 0.03% | -7.4% | Q2 2019 |
| LIN | $40M | 0.98% | 0.02% | +736.5% | Q4 2018 |
 WK | $38.8M | 0.95% | Not reported | -43.5% | Q1 2018 |
| CTAS | $38.8M | 0.95% | 0.06% | +7.7% | Q3 2024 |
| SBUX | $38.3M | 0.94% | 0.04% | -5.2% | Q3 2013 |
| CGNX | $35M | 0.86% | 0.43% | -17.5% | Q3 2015 |
 EXPO | $34.8M | 0.85% | 1.08% | -3.8% | Q4 2016 |
| GWRE | $34.3M | 0.84% | 0.27% | -7.8% | Q4 2018 |
| FND | $33.3M | 0.81% | 0.61% | -5.9% | Q3 2018 |
 DSGX | $32.3M | 0.79% | 0.52% | -15.5% | Q2 2019 |
| UNH | $32M | 0.78% | 0.01% | -4.5% | Q3 2013 |
| TECH | $31.8M | 0.78% | 0.39% | -22.5% | Q3 2014 |
| GLOB | $31.7M | 0.78% | 1.57% | -10.5% | Q2 2017 |
| SSD | $31.1M | 0.76% | 0.44% | -19.3% | Q4 2024 |
 CRM | $30.8M | 0.75% | 0.02% | -7.4% | Q4 2015 |
| RGEN | $30.5M | 0.75% | 0.46% | -17.5% | Q2 2023 |
 CSW | $30.1M | 0.74% | 0.70% | -11.3% | Q4 2024 |
| MSI | $29.2M | 0.71% | 0.04% | -6.9% | Q2 2023 |
| Q4 2025 | |||||
| NVDA | $285M | 5.34% | 0.01% | -11.5% | Q3 2018 |
| MSFT | $239M | 4.47% | 0.01% | -4.5% | Q3 2013 |
| HEI | $191M | 3.58% | 1.07% | -9.8% | Q1 2015 |
| RBA | $154M | 2.90% | 0.81% | -9.7% | Q2 2023 |
| FIVE | $153M | 2.88% | 1.48% | -15.1% | Q3 2013 |
| MEDP | $153M | 2.87% | 0.96% | -25.2% | Q1 2021 |
| LOPE | $142M | 2.66% | 3.11% | -10.5% | Q3 2013 |
| AMZN | $140M | 2.63% | 0.01% | -3.9% | Q3 2013 |
| ENSG | $121M | 2.27% | 1.20% | -8.7% | Q2 2020 |
| PRVA | $109M | 2.04% | 3.71% | -1.1% | Q1 2022 |
| TYL | $108M | 2.03% | 0.50% | -11.1% | Q2 2017 |
| KNSL | $105M | 1.97% | 1.16% | -7.6% | Q4 2022 |
| ADI | $102M | 1.90% | 0.08% | -3.6% | Q2 2017 |
| WK | $99.5M | 1.86% | Not reported | -10.7% | Q1 2018 |
| CSGP | $97.7M | 1.83% | 0.35% | -12.5% | Q3 2013 |
| FAST | $95.6M | 1.79% | 0.21% | -5.0% | Q3 2013 |
| GOOGL | $94.4M | 1.77% | 0.00% | -2.2% | Q3 2015 |
| ROL | $92.8M | 1.74% | 0.32% | -22.8% | Q3 2013 |
| WST | $87.7M | 1.64% | 0.44% | -12.1% | Q2 2017 |
| SPGI | $81M | 1.52% | 0.05% | -4.0% | Q2 2021 |
| PCTY | $75.3M | 1.41% | 0.92% | -14.3% | Q2 2016 |
| VEEV | $73.7M | 1.38% | 0.20% | -5.4% | Q4 2015 |
| VRSK | $73.6M | 1.38% | 0.24% | +6.0% | Q2 2014 |
| NOW | $72.6M | 1.36% | 0.05% | -4.3% | Q4 2019 |
| GOOG | $72.4M | 1.36% | Not reported | -4.7% | Q3 2015 |
| FRPT | $61.2M | 1.15% | 2.05% | -13.3% | Q1 2016 |
| IDXX | $60.7M | 1.14% | 0.11% | -6.0% | Q1 2020 |
| GKOS | $60.4M | 1.13% | 0.93% | -6.1% | Q2 2021 |
| TSLA | $59.8M | 1.12% | 0.00% | -29.4% | Q1 2020 |
 PAYC | $56.9M | 1.07% | 0.65% | -19.7% | Q2 2018 |
| DHR | $55.1M | 1.03% | 0.03% | -3.9% | Q2 2019 |
| V | $53.6M | 1.01% | 0.01% | -4.0% | Q3 2017 |
| RGEN | $51.3M | 0.96% | 0.56% | -8.8% | Q2 2023 |
| FICO | $50.5M | 0.95% | 0.13% | +73.1% | Q1 2024 |
| GLOB | $50.3M | 0.94% | 1.75% | -13.8% | Q2 2017 |
| KAI | $50.1M | 0.94% | 1.49% | -11.4% | Q2 2020 |
| GWRE | $50M | 0.94% | 0.29% | -12.2% | Q4 2018 |
| CRM | $47.3M | 0.89% | 0.02% | -3.9% | Q4 2015 |
| NFLX | $47.3M | 0.89% | 0.01% | -4.1% | Q3 2018 |
| DSGX | $46.8M | 0.88% | 0.62% | -9.2% | Q2 2019 |
| TECH | $46.2M | 0.87% | 0.50% | -13.3% | Q3 2014 |
 SPSC | $42.9M | 0.80% | 1.28% | +2.0% | Q3 2013 |
| FND | $42.4M | 0.80% | 0.65% | -23.8% | Q3 2018 |
 ALKT | $41.2M | 0.77% | 1.68% | -20.7% | Q2 2024 |
| UNH | $40.9M | 0.77% | 0.01% | -6.5% | Q3 2013 |
 CCC | $40.7M | 0.76% | 0.85% | -17.3% | Q4 2022 |
 OPCH | $40.2M | 0.75% | 0.80% | -12.7% | Q3 2023 |
| CTAS | $40M | 0.75% | 0.05% | +10.1% | Q3 2024 |
 AGYS | $39.5M | 0.74% | 1.18% | -11.9% | Q1 2025 |
| EXPO | $38.5M | 0.72% | 1.11% | +14.7% | Q4 2016 |
| Q3 2025 | |||||
| NVDA | $322M | 5.43% | 0.01% | -6.4% | Q3 2018 |
| MSFT | $267M | 4.51% | 0.01% | -3.6% | Q3 2013 |
| HEI | $211M | 3.56% | 1.19% | -8.4% | Q1 2015 |
| LOPE | $209M | 3.53% | 3.40% | -13.7% | Q3 2013 |
| MEDP | $188M | 3.17% | 1.30% | -15.9% | Q1 2021 |
| RBA | $180M | 3.04% | 0.90% | -5.9% | Q2 2023 |
| FIVE | $148M | 2.50% | 1.74% | -6.6% | Q3 2013 |
| TYL | $141M | 2.37% | 0.56% | -4.7% | Q2 2017 |
| CSGP | $140M | 2.36% | 0.39% | -5.4% | Q3 2013 |
| AMZN | $139M | 2.34% | 0.01% | -3.3% | Q3 2013 |
| ENSG | $132M | 2.22% | 1.32% | -12.2% | Q2 2020 |
| KNSL | $124M | 2.08% | 1.25% | +11.1% | Q4 2022 |
| FAST | $123M | 2.07% | 0.22% | -4.2% | Q3 2013 |
| ROL | $118M | 1.98% | 0.41% | -5.3% | Q3 2013 |
| PRVA | $115M | 1.95% | 3.77% | -6.4% | Q1 2022 |
| WK | $111M | 1.88% | Not reported | -6.2% | Q1 2018 |
| VEEV | $104M | 1.75% | 0.21% | -3.4% | Q4 2015 |
| ADI | $95.5M | 1.61% | 0.08% | -3.4% | Q2 2017 |
| WST | $95.1M | 1.60% | 0.50% | -5.5% | Q2 2017 |
| PAYC | $92.6M | 1.56% | 0.80% | -5.4% | Q2 2018 |
| PCTY | $91.7M | 1.55% | 1.06% | -7.4% | Q2 2016 |
| NOW | $91.1M | 1.54% | 0.05% | -3.6% | Q4 2019 |
| TSLA | $83.7M | 1.41% | 0.01% | -5.4% | Q1 2020 |
| SPGI | $78.6M | 1.33% | 0.05% | -3.6% | Q2 2021 |
| VRSK | $78M | 1.32% | 0.22% | -1.5% | Q2 2014 |
| GOOGL | $75M | 1.26% | 0.00% | -3.2% | Q3 2015 |
| FND | $67.4M | 1.14% | 0.85% | -5.3% | Q3 2018 |
| GWRE | $65.2M | 1.10% | 0.34% | -5.0% | Q4 2018 |
| FRPT | $63.8M | 1.08% | 2.37% | -8.5% | Q1 2016 |
| NFLX | $63M | 1.06% | 0.01% | -4.3% | Q3 2018 |
| IDXX | $61M | 1.03% | 0.12% | -3.9% | Q1 2020 |
| KAI | $59M | 1.00% | 1.68% | -8.0% | Q2 2020 |
| GOOG | $59M | 1.00% | Not reported | -3.9% | Q3 2015 |
| CCC | $56.4M | 0.95% | 0.96% | -7.6% | Q4 2022 |
| ALKT | $55.9M | 0.94% | 2.14% | +7.2% | Q2 2024 |
| DSGX | $55.5M | 0.94% | 0.69% | -7.7% | Q2 2019 |
| V | $54.4M | 0.92% | 0.01% | -3.9% | Q3 2017 |
| GLOB | $51.2M | 0.86% | 2.03% | -7.4% | Q2 2017 |
| TECH | $50.4M | 0.85% | 0.58% | -5.1% | Q3 2014 |
| DHR | $49.6M | 0.84% | 0.04% | -3.8% | Q2 2019 |
| SPSC | $49.1M | 0.83% | 1.25% | -9.1% | Q3 2013 |
| GKOS | $46.5M | 0.78% | 0.99% | +41.0% | Q2 2021 |
| RGEN | $45.9M | 0.77% | 0.61% | -6.7% | Q2 2023 |
| CGNX | $45.9M | 0.77% | 0.60% | -6.8% | Q3 2015 |
| UNH | $45.8M | 0.77% | 0.01% | -3.4% | Q3 2013 |
| CRM | $44M | 0.74% | 0.02% | -3.7% | Q4 2015 |
| SSD | $43.9M | 0.74% | 0.63% | -7.0% | Q4 2024 |
 ALRM | $43.3M | 0.73% | 1.64% | -7.6% | Q2 2017 |
| ENTG | $41M | 0.69% | 0.29% | +62.7% | Q3 2022 |
 DOCS | $40.6M | 0.69% | 0.30% | -40.9% | Q2 2024 |