2026 Q2 Portfolio Activity
In 2026 Q2, RIVERBRIDGE PARTNERS LLC maintained a portfolio of 209 distinct positions. The most significant new addition was Eaton Corporation Plc, now representing 0.32% of the total fund value. They heavily accumulated shares in Synopsys, Inc., increasing the position by 15.0%. The fund also reduced its exposure to Five Below, Inc. by 25.0%.
Position History
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Total Positions
209
Quarter
2026 Q2
Top Holding
NVDA (5.6%)
Top 10 Concentration
33.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 209
RIVERBRIDGE PARTNERS LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA Corporat...
|
Technology | 5.58% | 4.94% |
#1
Prev: #1
|
4.7 |
—
|
-157,641 | -13.6% |
P
S
|
998,902 | $199,870,300 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
MSFT
Microsoft Corpo...
|
Technology | 4.31% | 4.17% |
#2
Prev: #2
|
3.7 |
—
|
-46,282 | -10.1% |
P
S
|
413,524 | $154,252,769 | 2000 Q1 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
HEI
HEICO Corporati...
|
Industrials | 3.59% | 2.73% |
#3
6
Prev: #9
|
2.9 |
—
|
-45,013 | -11.1% |
P
S
|
361,213 | $128,660,537 | 2015 Q1 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
AMZN
Amazon.com, Inc...
|
Consumer Cyclical | 3.36% | 2.86% |
#4
2
Prev: #6
|
2.3 |
—
|
-57,421 | -10.2% |
P
S
|
504,618 | $120,270,716 | 2013 Q1 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
RBA
RB Global, Inc.
|
Industrials | 3.34% | 2.99% |
#5
1
Prev: #4
|
2.3 |
—
|
-247,392 | -19.4% |
P
S
|
1,027,992 | $119,709,622 | 2008 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
ADI
Analog Devices,...
|
Technology | 3.28% | 2.70% |
#6
4
Prev: #10
|
1.8 |
—
|
-51,370 | -14.8% |
P
S
|
295,295 | $117,282,228 | 2017 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
MEDP
Medpace Holding...
|
Healthcare | 2.72% | 2.79% |
#7
1
Prev: #8
|
1.1 |
—
|
-53,466 | -22.5% |
P
S
|
183,941 | $97,413,457 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
FAST
Fastenal Compan...
|
Industrials | 2.68% | 2.52% |
#8
3
Prev: #11
|
1.6 |
—
|
-220,172 | -9.9% |
P
S
|
2,001,710 | $96,142,119 | 2000 Q1 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
GOOGL
Alphabet, Inc. ...
|
Communication Services | 2.39% | 1.89% |
#9
6
Prev: #15
|
1.5 |
—
|
-28,296 | -10.6% |
P
S
|
239,570 | $85,615,157 | 2015 Q3 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
WST
West Pharmaceut...
|
Healthcare | 2.33% | 1.60% |
#10
8
Prev: #18
|
1.4 |
—
|
-28,928 | -11.1% |
P
S
|
232,514 | $83,472,421 | 2017 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
LOPE
Grand Canyon Ed...
|
Consumer Defensive | 2.22% | 2.98% |
#11
6
Prev: #5
|
0.9 |
—
|
-160,894 | -22.5% |
P
S
|
555,692 | $79,525,118 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
PRVA
Privia Health G...
|
Healthcare | 2.15% | 1.97% |
#12
2
Prev: #14
|
0.9 |
—
|
-919,351 | -23.5% |
P
S
|
2,998,597 | $77,153,889 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
FIVE
Five Below, Inc...
|
Consumer Cyclical | 2.15% | 3.20% |
#13
10
Prev: #3
|
0.9 |
—
|
-143,307 | -25.0% |
P
S
|
428,994 | $77,128,747 | 2013 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
TYL
Tyler Technolog...
|
Technology | 2.05% | 2.15% |
#14
2
Prev: #12
|
1.3 |
—
|
-4,991 | -1.9% |
P
S
|
251,422 | $73,530,767 | 2017 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
ENSG
Ensign Group, I...
|
Healthcare | 1.97% | 2.81% |
#15
8
Prev: #7
|
0.8 |
—
|
-129,259 | -22.7% |
P
S
|
440,086 | $70,545,773 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
GOOG
Alphabet, Inc. ...
|
Communication Services | 1.87% | 1.48% |
#16
4
Prev: #20
|
1.2 |
—
|
-21,007 | -10.0% |
P
S
|
189,147 | $66,831,440 | 2013 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
KNSL
Kinsale Capital...
|
Financial Services | 1.71% | 2.06% |
#17
4
Prev: #13
|
0.7 |
—
|
-60,706 | -24.7% |
P
S
|
185,530 | $61,189,552 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
KAI
Kadant, Inc.
|
Industrials | 1.71% | 1.80% |
#18
2
Prev: #16
|
0.7 |
—
|
-57,657 | -22.9% |
P
S
|
194,573 | $61,140,526 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
VEEV
Veeva Systems, ...
|
Healthcare | 1.55% | 1.32% |
#19
5
Prev: #24
|
1.1 |
—
|
5,661 | 1.8% |
P
S
|
313,378 | $55,615,148 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
SPGI
S&P Global, Inc...
|
Financial Services | 1.48% | 1.50% |
#20
1
Prev: #19
|
1.1 |
—
|
-14,371 | -10.0% |
P
S
|
129,844 | $52,880,387 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
WSO
Watsco, Inc.
|
Industrials | 1.40% | 1.17% |
#21
6
Prev: #27
|
1.1 |
—
|
-11,404 | -8.7% |
P
S
|
120,334 | $50,146,693 | 2017 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
VRSK
Verisk Analytic...
|
Industrials | 1.37% | 1.35% |
#22
Prev: #22
|
1.0 |
—
|
-18,826 | -6.5% |
P
S
|
272,866 | $48,987,672 | 2014 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
NOW
ServiceNow, Inc...
|
Technology | 1.36% | 1.41% |
#23
2
Prev: #21
|
1.0 |
—
|
-58,970 | -10.7% |
P
S
|
490,814 | $48,727,998 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
ROL
Rollins, Inc.
|
Consumer Cyclical | 1.31% | 1.62% |
#24
7
Prev: #17
|
1.0 |
—
|
-116,565 | -9.4% |
P
S
|
1,126,020 | $47,000,088 | 2005 Q3 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
TSLA
Tesla, Inc.
|
Consumer Cyclical | 1.27% | 1.11% |
#25
5
Prev: #30
|
1.0 |
—
|
-13,717 | -11.3% |
P
S
|
107,923 | $45,392,363 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
UNH
UnitedHealth Gr...
|
Healthcare | 1.25% | 0.78% |
#26
17
Prev: #43
|
1.0 |
—
|
-10,981 | -9.3% |
P
S
|
107,378 | $44,629,674 | 2007 Q1 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
V
Visa, Inc.
|
Financial Services | 1.22% | 1.05% |
#27
5
Prev: #32
|
1.0 |
—
|
-14,791 | -10.4% |
P
S
|
126,874 | $43,529,137 | 2017 Q3 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
DHR
Danaher Corpora...
|
Healthcare | 1.19% | 1.03% |
#28
5
Prev: #33
|
1.0 |
—
|
579 | 0.3% |
P
S
|
223,404 | $42,553,916 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
FRPT
Freshpet, Inc.
|
Consumer Defensive | 1.11% | 1.33% |
#29
6
Prev: #23
|
0.4 |
—
|
-247,705 | -26.8% |
P
S
|
675,318 | $39,924,807 | 2016 Q1 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
SBUX
Starbucks Corpo...
|
Consumer Cyclical | 1.10% | 0.94% |
#30
7
Prev: #37
|
0.9 |
—
|
-40,912 | -9.6% |
P
S
|
386,968 | $39,544,300 | 2000 Q1 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
GKOS
Glaukos Corpora...
|
Healthcare | 1.10% | 1.14% |
#31
3
Prev: #28
|
0.4 |
—
|
-151,139 | -34.9% |
P
S
|
282,089 | $39,424,774 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
IDXX
IDEXX Laborator...
|
Healthcare | 1.08% | 1.13% |
#32
3
Prev: #29
|
0.9 |
—
|
-9,084 | -11.0% |
P
S
|
73,440 | $38,661,806 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
LIN
Linde Plc
|
Basic Materials | 1.07% | 0.98% |
#33
1
Prev: #34
|
0.9 |
—
|
-6,786 | -8.4% |
P
S
|
73,993 | $38,398,069 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
CTAS
Cintas Corporat...
|
Industrials | 1.06% | 0.95% |
#34
2
Prev: #36
|
0.9 |
—
|
-7,005 | -3.1% |
P
S
|
222,153 | $37,783,789 | 2000 Q1 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
PCTY
Paylocity Holdi...
|
Technology | 0.96% | 1.22% |
#35
10
Prev: #25
|
0.4 |
—
|
-133,653 | -28.9% |
P
S
|
328,366 | $34,324,093 | 2016 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
GWRE
Guidewire Softw...
|
Technology | 0.92% | 0.84% |
#36
4
Prev: #40
|
2.4 |
—
|
37,447 | 16.3% |
P
S
|
266,959 | $32,849,250 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
CGNX
Cognex Corporat...
|
Technology | 0.90% | 0.86% |
#37
1
Prev: #38
|
0.4 |
—
|
-270,766 | -37.9% |
P
S
|
444,577 | $32,196,279 | 2015 Q3 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
FND
Floor & Decor H...
|
Consumer Cyclical | 0.87% | 0.81% |
#38
3
Prev: #41
|
0.8 |
—
|
-130,529 | -19.9% |
P
S
|
524,882 | $31,156,972 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
CSGP
CoStar Group, I...
|
Real Estate | 0.86% | 1.21% |
#39
13
Prev: #26
|
0.8 |
—
|
-135,856 | -11.1% |
P
S
|
1,091,535 | $30,912,267 | 2008 Q3 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
TECH
Bio-Techne Corp...
|
Healthcare | 0.86% | 0.78% |
#40
4
Prev: #44
|
0.3 |
—
|
-172,409 | -28.3% |
P
S
|
436,507 | $30,839,229 | 2000 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
FICO
Fair Isaac Corp...
|
Technology | 0.83% | 0.70% |
#41
10
Prev: #51
|
0.8 |
—
|
-2,004 | -7.4% |
P
S
|
24,897 | $29,746,665 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
NFLX
Netflix Inc.
|
Communication Services | 0.82% | 1.09% |
#42
11
Prev: #31
|
0.8 |
—
|
-53,309 | -11.5% |
P
S
|
410,274 | $29,293,583 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
AAON
AAON, Inc.
|
Industrials | 0.74% | 0.61% |
#43
13
Prev: #56
|
0.3 |
—
|
-93,758 | -31.0% |
P
S
|
208,611 | $26,464,454 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
SSD
Simpson Manufac...
|
Basic Materials | 0.73% | 0.76% |
#44
2
Prev: #46
|
0.3 |
—
|
-56,598 | -31.3% |
P
S
|
124,379 | $26,038,729 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
SNPS
Synopsys, Inc.
|
Technology | 0.70% | 0.48% |
#45
19
Prev: #64
|
2.3 |
—
|
7,363 | 15.0% |
P
S
|
56,481 | $25,194,377 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
MSI
Motorola Soluti...
|
Technology | 0.70% | 0.71% |
#46
4
Prev: #50
|
0.8 |
—
|
-6,965 | -10.4% |
P
S
|
60,313 | $25,047,417 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
ENTG
Entegris, Inc.
|
Technology | 0.69% | 0.61% |
#47
10
Prev: #57
|
0.3 |
—
|
-75,880 | -35.6% |
P
S
|
137,455 | $24,722,579 | 2002 Q4 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
RGEN
Repligen Corpor...
|
Healthcare | 0.66% | 0.75% |
#48
Prev: #48
|
0.3 |
—
|
-85,969 | -33.3% |
P
S
|
172,507 | $23,536,805 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
BROS
Dutch Bros, Inc...
|
Consumer Cyclical | 0.64% | 0.63% |
#49
5
Prev: #54
|
0.3 |
—
|
-193,775 | -37.9% |
P
S
|
317,628 | $22,808,888 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-13 | |||
|
GLOB
Globant S.A.
|
Technology | 0.62% | 0.78% |
#50
5
Prev: #45
|
2.2 |
—
|
82,004 | 11.9% |
P
S
|
769,815 | $22,278,434 | 2017 Q2 | 13F Filing | 2026-06-30 | 2026-07-13 |
Showing 1-50 of 209 holdings