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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | TOST | Toast, Inc. | Technology | 459,807.0 | $12.2M | 0.30% | -295K | -39.1% | $26.51 | -7.0% |
| 62 | WSC | WillScot Holdings Corporation | Industrials | 669,142.0 | $11.6M | 0.28% | -47K | -6.6% | $17.36 | +60.4% |
| 63 | DOCS | Doximity, Inc. | Healthcare | 489,742.0 | $11.4M | 0.28% | -39K | -7.3% | $23.30 | -12.2% |
| 64 | ACVA | ACV Auctions, Inc. | Consumer Cyclical | 2,687,459.0 | $11.4M | 0.28% | -435K | -13.9% | $4.24 | +52.8% |
| 65 | CRL | Charles River Laboratories Int | Healthcare | 63,788.0 | $11.0M | 0.27% | -36K | -35.8% | $172.50 | +7.2% |
| 66 | ALKT | Alkami Technology, Inc. | Technology | 688,980.0 | $10.8M | 0.26% | -1.1M | -61.4% | $15.67 | -6.3% |
| 67 | IVV | Ishares Core S&P 500 Etf | — | 16,347.0 | $10.7M | 0.26% | -69K | -80.8% | $653.19 | +14.8% |
| 68 | GDDY | GoDaddy, Inc. | Technology | 125,308.0 | $10.4M | 0.25% | -74K | -37.0% | $82.67 | -6.8% |
| 69 | — | TWFG, Inc. | — | 549,614.0 | $10.1M | 0.25% | -44K | -7.4% | $18.39 | — |
| 70 | JKHY | Jack Henry & Associates, Inc. | Technology | 63,045.0 | $10.0M | 0.24% | -27K | -29.8% | $158.04 | -20.1% |
| 71 | STVN | Stevanato Group SpA | Healthcare | 673,148.0 | $9.3M | 0.23% | -42K | -5.9% | $13.75 | +27.6% |
| 72 | GSHD | Goosehead Insurance, Inc. | Financial Services | 195,817.0 | $8.4M | 0.20% | -15K | -6.9% | $42.66 | -13.5% |
| 73 | BBSI | Barrett Business Services, Inc | Industrials | 284,277.0 | $8.3M | 0.20% | -11K | -3.8% | $29.18 | +13.2% |
| 74 | ALGN | Align Technology, Inc. | Healthcare | 47,918.0 | $8.2M | 0.20% | -25K | -34.6% | $171.43 | +6.2% |
| 75 | GDYN | Grid Dynamics Holdings, Inc. | Technology | 1,427,409.0 | $8.1M | 0.20% | -319K | -18.2% | $5.70 | -0.7% |
| 76 | VXF | VANGUARD INDEX FDS EXTEND MKT | — | 23,627.0 | $4.9M | 0.12% | -29K | -55.0% | $205.80 | +17.1% |
| 77 | INSP | Inspire Medical Systems, Inc. | Healthcare | 92,494.0 | $4.8M | 0.12% | -5K | -4.8% | $51.58 | -17.4% |
| 78 | KIDS | OrthoPediatrics Corporation | Healthcare | 263,439.0 | $4.2M | 0.10% | -5K | -1.8% | $15.87 | +18.9% |
| 79 | IWO | Ishares Tr Russell 2000 Growth | — | 11,144.0 | $3.5M | 0.09% | -4K | -28.4% | $313.82 | +24.0% |
| 80 | WMT | Walmart, Inc. | Consumer Defensive | 19,451.0 | $2.4M | 0.06% | -14K | -41.3% | $124.28 | -4.9% |
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
31.4%
Healthcare
20.5%
Industrials
16.3%
Consumer Cyclical
13.2%
Financial Services
6.7%
Communication Services
4.7%
Consumer Defensive
4.7%
Real Estate
1.4%
Basic Materials
1.1%
Energy
0.0%