Riverbridge-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "RGEN",
  "SPSC",
  "STVN",
  "GLOB",
  "INSP",
  "TRNS",
  "KAI",
  "CCCS",
  null,
  "ENTG",
  null,
  "RBA.TO",
  "ACN",
  "ZS",
  "FRPT",
  "GOOGL",
  null,
  null,
  "ALKT",
  "ASML",
  "VFL",
  "ARCC",
  "BTZ",
  "VBF",
  "NBB",
  "PRVA",
  "MVT",
  "PPT",
  "PHD",
  "TSLX",
  "FIVE",
  "EVV",
  "VMO",
  "VKQ",
  "IQI",
  "PMO",
  "SEVN",
  "TSI",
  "BBN",
  "RA",
  "NBH",
  "PCK",
  "SDHY",
  "DMO",
  "BTT",
  "DSM",
  "MFM",
  "LEO",
  "PGZ",
  "KNSL",
  null,
  null,
  "OPP",
  "JHS",
  "LIN",
  "MCR",
  "FMN",
  "JHI",
  "ENSG",
  "FINS",
  null,
  null,
  "MDT",
  "MSFT",
  "DOCS",
  "NEOG",
  "EXPO",
  "FICO",
  "FND",
  "GWRE",
  "HEI",
  "WIW",
  "FDUS",
  "FAST",
  "ANSS",
  "DG",
  "ORCL",
  "PAYX",
  "MMU",
  "IWF",
  "PEP",
  "GBDC",
  "IVV",
  "UNH",
  "AAPL",
  "ECL",
  "HLN",
  "NVDA",
  "PG",
  "ROK",
  "SPGI",
  null,
  "NOW",
  "SNA",
  "SHEL",
  "SAP",
  "SYK",
  "SBUX",
  "TJX",
  "TYL",
  "VNQ",
  "AGYS",
  "VXF",
  "PCTY",
  "PHR",
  "ACVA",
  "VWO",
  "PNTG",
  "AFB",
  "TOST",
  "PNI",
  "IWO",
  "GKOS",
  "GSHD",
  "GDDY",
  "TSM",
  "VRSK",
  "GDYN",
  "LOPE",
  "MEDP",
  "ALGN",
  "SONY",
  "FI",
  "WSO",
  "EFX",
  "OPCH",
  "RFMZ",
  "JAMF",
  "KRNT",
  "IDXX",
  "AMZN",
  "MSI",
  "VGM",
  "HDB",
  "VEEV",
  "V",
  "WMT",
  "WST",
  "WSC",
  "WK",
  "WDAY",
  "IUSG",
  "POWI",
  "KIDS",
  "ALRM",
  "JKHY",
  "HLMN",
  "MFC",
  "USPH",
  "TTD",
  "SSD",
  "ROL",
  "CRM",
  "PAYC",
  null,
  "MUE",
  "TECH",
  "BL",
  "DMB",
  "MVF",
  "MHD",
  "CERT",
  "CRL",
  "CHE",
  "CTAS",
  "CGNX",
  "CSGP",
  "CSWI",
  "DHR",
  "DSGX",
  "DV",
  "EFA",
  "ADI",
  "IWB",
  "IWM",
  "GOOG",
  "JNJ",
  "TSLA",
  "NFLX",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 180
Total Value: 6233407679
Accession Number: 0001112325-25-000009
Form Type: 13F-HR
CIK: riverbridge-partners
Manager Name: Riverbridge-Partners

Data Enrichment

94% identified

170 identified10 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

180 positions • $6.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Tesla, Inc.

TSLA|88160R101

Shares:205.6K

Value:$53.3M

% of Portfolio:0.9% ($53.3M/$6.2B)

NETFLIX INC

NFLX|64110L106

Shares:56.9K

Value:$53.1M

% of Portfolio:0.9% ($53.1M/$6.2B)

WATSCO INC

WSO|942622200

Shares:103.5K

Value:$52.6M

% of Portfolio:0.8% ($52.6M/$6.2B)

BLACKLINE, INC.

BL|09239B109

Shares:1.1M

Value:$52.2M

% of Portfolio:0.8% ($52.2M/$6.2B)

Option Care Health, Inc.

OPCH|68404L201

Shares:1.4M

Value:$50.6M

% of Portfolio:0.8% ($50.6M/$6.2B)

Alphabet Inc.

GOOGL|02079K305

Shares:327.1K

Value:$50.6M

% of Portfolio:0.8% ($50.6M/$6.2B)

Simpson Manufacturing Co., Inc.

SSD|829073105

Shares:321.6K

Value:$50.5M

% of Portfolio:0.8% ($50.5M/$6.2B)

STARBUCKS CORP

SBUX|855244109

Shares:505.5K

Value:$49.6M

% of Portfolio:0.8% ($49.6M/$6.2B)

EXPONENT INC

EXPO|30214U102

Shares:595.4K

Value:$48.3M

% of Portfolio:0.8% ($48.3M/$6.2B)

CCC Intelligent Solutions Holdings Inc.

CCCS|12510Q100

Shares:5.3M

Value:$48.0M

% of Portfolio:0.8% ($48.0M/$6.2B)

ACV Auctions Inc.

ACVA|00091G104

Shares:3.4M

Value:$47.7M

% of Portfolio:0.8% ($47.7M/$6.2B)

70435P102

Shares:2.1M

Value:$46.9M

% of Portfolio:0.8% ($46.9M/$6.2B)

ALKAMI TECHNOLOGY, INC.

ALKT|01644J108

Shares:1.7M

Value:$44.3M

% of Portfolio:0.7% ($44.3M/$6.2B)

CHEMED CORP

CHE|16359R103

Shares:71.5K

Value:$44.0M

% of Portfolio:0.7% ($44.0M/$6.2B)

IDEXX LABORATORIES INC /DE

IDXX|45168D104

Shares:102.5K

Value:$43.0M

% of Portfolio:0.7% ($43.0M/$6.2B)

CINTAS CORP

CTAS|172908105

Shares:206.6K

Value:$42.5M

% of Portfolio:0.7% ($42.5M/$6.2B)

GRID DYNAMICS HOLDINGS, INC.

GDYN|39813G109

Shares:2.6M

Value:$40.6M

% of Portfolio:0.7% ($40.6M/$6.2B)

Alphabet Inc.

GOOG|02079K107

Shares:257.9K

Value:$40.3M

% of Portfolio:0.6% ($40.3M/$6.2B)

Toast, Inc.

TOST|888787108

Shares:1.2M

Value:$38.9M

% of Portfolio:0.6% ($38.9M/$6.2B)

COGNEX CORP

CGNX|192422103

Shares:1.2M

Value:$37.0M

% of Portfolio:0.6% ($37.0M/$6.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Tesla, Inc.(TSLAcusip88160R101)	205.6K	QoQ -3.47% (-7.4K) YoY NEW(+205.6K)	All Managers (Combined)	$53.3M	0.9% ($53.3M/$6.2B)	QoQ -38.05% (-$32.7M) YoY NEW(+$53.3M)
NETFLIX INC(NFLXcusip64110L106)	56.9K	QoQ -1.59% (-925) YoY -8.43% (-5.2K)	All Managers (Combined)	$53.1M	0.9% ($53.1M/$6.2B)	QoQ +2.95% (-$1.5M) YoY +40.59% (-$15.3M)
WATSCO INC(WSOcusip942622200)	103.5K	QoQ -8.76% (-9.9K) YoY -26.37% (-37.1K)	All Managers (Combined)	$52.6M	0.8% ($52.6M/$6.2B)	QoQ -2.14% (-$1.2M) YoY -13.36% (-$8.1M)
BLACKLINE, INC.(BLcusip09239B109)	1.1M	QoQ -8.38% (-98.6K) YoY -45.03% (-883.3K)	All Managers (Combined)	$52.2M	0.8% ($52.2M/$6.2B)	QoQ -26.98% (-$19.3M) YoY -58.78% (-$74.5M)
Option Care Health, Inc.(OPCHcusip68404L201)	1.4M	QoQ -2.92% (-43.6K) YoY -26.07% (-511.0K)	All Managers (Combined)	$50.6M	0.8% ($50.6M/$6.2B)	QoQ +46.24% (-$16.0M) YoY -22.96% (-$15.1M)
Alphabet Inc.(GOOGLcusip02079K305)	327.1K	QoQ -4.14% (-14.1K) YoY -12.31% (-45.9K)	All Managers (Combined)	$50.6M	0.8% ($50.6M/$6.2B)	QoQ -21.69% (-$14.0M) YoY -10.15% (-$5.7M)
Simpson Manufacturing Co., Inc.(SSDcusip829073105)	321.6K	QoQ -8.70% (-30.7K) YoY NEW(+321.6K)	All Managers (Combined)	$50.5M	0.8% ($50.5M/$6.2B)	QoQ -13.52% (-$7.9M) YoY NEW(+$50.5M)
STARBUCKS CORP(SBUXcusip855244109)	505.5K	QoQ -0.89% (-4.6K) YoY -7.93% (-43.6K)	All Managers (Combined)	$49.6M	0.8% ($49.6M/$6.2B)	QoQ +6.52% (-$3.0M) YoY -1.18% (-$595.7K)
EXPONENT INC(EXPOcusip30214U102)	595.4K	QoQ -8.78% (-57.4K) YoY -40.78% (-410.0K)	All Managers (Combined)	$48.3M	0.8% ($48.3M/$6.2B)	QoQ -17.01% (-$9.9M) YoY -41.94% (-$34.9M)
CCC Intelligent Solutions Holdings Inc.(CCCScusip12510Q100)	5.3M	QoQ -9.82% (-579.4K) YoY -26.14% (-1.9M)	All Managers (Combined)	$48.0M	0.8% ($48.0M/$6.2B)	QoQ -30.57% (-$21.2M) YoY -44.23% (-$38.1M)
ACV Auctions Inc.(ACVAcusip00091G104)	3.4M	QoQ -11.05% (-420.5K) YoY -8.93% (-331.6K)	All Managers (Combined)	$47.7M	0.8% ($47.7M/$6.2B)	QoQ -41.98% (-$34.5M) YoY -31.63% (-$22.1M)
(cusip70435P102)✕	2.1M	QoQ -7.30% (-164.4K) YoY +11.07% (+208.2K)	All Managers (Combined)	$46.9M	0.8% ($46.9M/$6.2B)	QoQ +12.01% (-$5.0M) YoY +28.21% (+$10.3M)
ALKAMI TECHNOLOGY, INC.(ALKTcusip01644J108)	1.7M	QoQ -10.77% (-203.7K) YoY NEW(+1.7M)	All Managers (Combined)	$44.3M	0.7% ($44.3M/$6.2B)	QoQ -36.14% (-$25.1M) YoY NEW(+$44.3M)
CHEMED CORP(CHEcusip16359R103)	71.5K	QoQ -8.72% (-6.8K) YoY -24.94% (-23.8K)	All Managers (Combined)	$44.0M	0.7% ($44.0M/$6.2B)	QoQ +6.00% (-$2.5M) YoY -28.05% (-$17.2M)
IDEXX LABORATORIES INC /DE(IDXXcusip45168D104)	102.5K	QoQ -0.85% (-889) YoY -8.08% (-9.0K)	All Managers (Combined)	$43.0M	0.7% ($43.0M/$6.2B)	QoQ +0.70% (-$299.5K) YoY -28.50% (-$17.2M)
CINTAS CORP(CTAScusip172908105)	206.6K	QoQ +1.73% (+3.5K) YoY NEW(+206.6K)	All Managers (Combined)	$42.5M	0.7% ($42.5M/$6.2B)	QoQ +14.44% (+$5.4M) YoY NEW(+$42.5M)
GRID DYNAMICS HOLDINGS, INC.(GDYNcusip39813G109)	2.6M	QoQ -9.10% (-259.9K) YoY -26.26% (-924.0K)	All Managers (Combined)	$40.6M	0.7% ($40.6M/$6.2B)	QoQ -36.04% (-$22.9M) YoY -6.10% (-$2.6M)
Alphabet Inc.(GOOGcusip02079K107)	257.9K	QoQ +1.53% (-3.9K) YoY -3.39% (-9.1K)	All Managers (Combined)	$40.3M	0.6% ($40.3M/$6.2B)	QoQ -16.70% (-$8.1M) YoY -0.88% (-$357.8K)
Toast, Inc.(TOSTcusip888787108)	1.2M	QoQ -9.79% (-127.5K) YoY -27.48% (-444.8K)	All Managers (Combined)	$38.9M	0.6% ($38.9M/$6.2B)	QoQ -17.91% (-$8.5M) YoY -3.48% (-$1.4M)
COGNEX CORP(CGNXcusip192422103)	1.2M	QoQ -7.00% (-93.5K) YoY -28.14% (-485.7K)	All Managers (Combined)	$37.0M	0.6% ($37.0M/$6.2B)	QoQ -22.64% (-$10.8M) YoY -49.46% (-$36.2M)