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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | WSO | Watsco, Inc. | Industrials | 120,334.0 | $50.1M | 1.40% | -11K | -8.7% | $416.73 | -25.2% |
| 22 | VRSK | Verisk Analytics, Inc. | Industrials | 272,866.0 | $49.0M | 1.37% | -19K | -6.5% | $179.53 | -2.2% |
| 23 | NOW | ServiceNow, Inc. | Technology | 490,814.0 | $48.7M | 1.36% | -59K | -10.7% | $99.28 | +18.6% |
| 24 | ROL | Rollins, Inc. | Consumer Cyclical | 1,126,020.0 | $47.0M | 1.31% | -117K | -9.4% | $41.74 | -13.7% |
| 25 | TSLA | Tesla, Inc. | Consumer Cyclical | 107,923.0 | $45.4M | 1.27% | -14K | -11.3% | $420.60 | -19.3% |
| 26 | UNH | UnitedHealth Group, Inc. | Healthcare | 107,378.0 | $44.6M | 1.25% | -11K | -9.3% | $415.63 | -4.8% |
| 27 | V | Visa, Inc. | Financial Services | 126,874.0 | $43.5M | 1.22% | -15K | -10.4% | $343.09 | +4.6% |
| 28 | DHR | Danaher Corporation | Healthcare | 223,404.0 | $42.6M | 1.19% | — | — | $190.48 | +6.4% |
| 29 | FRPT | Freshpet, Inc. | Consumer Defensive | 675,318.0 | $39.9M | 1.11% | -248K | -26.8% | $59.12 | +22.9% |
| 30 | SBUX | Starbucks Corporation | Consumer Cyclical | 386,968.0 | $39.5M | 1.10% | -41K | -9.6% | $102.19 | +5.6% |
| 31 | GKOS | Glaukos Corporation | Healthcare | 282,089.0 | $39.4M | 1.10% | -151K | -34.9% | $139.76 | +32.8% |
| 32 | IDXX | IDEXX Laboratories, Inc. | Healthcare | 73,440.0 | $38.7M | 1.08% | -9K | -11.0% | $526.44 | +3.7% |
| 33 | — | Linde Plc | — | 73,993.0 | $38.4M | 1.07% | -7K | -8.4% | $518.94 | — |
| 34 | CTAS | Cintas Corporation | Industrials | 222,153.0 | $37.8M | 1.05% | -7K | -3.1% | $170.08 | +16.3% |
| 35 | PCTY | Paylocity Holding Corporation | Technology | 328,366.0 | $34.3M | 0.96% | -134K | -28.9% | $104.53 | +39.2% |
| 36 | GWRE | Guidewire Software, Inc. | Technology | 266,959.0 | $32.8M | 0.92% | +37K | +16.3% | $123.05 | +39.8% |
| 37 | CGNX | Cognex Corporation | Technology | 444,577.0 | $32.2M | 0.90% | -271K | -37.9% | $72.42 | -8.0% |
| 38 | FND | Floor & Decor Holdings, Inc. | Consumer Cyclical | 524,882.0 | $31.2M | 0.87% | -131K | -19.9% | $59.36 | -4.6% |
| 39 | CSGP | CoStar Group, Inc. | Real Estate | 1,091,535.0 | $30.9M | 0.86% | -136K | -11.1% | $28.32 | +10.7% |
| 40 | TECH | Bio-Techne Corporation | Healthcare | 436,507.0 | $30.8M | 0.86% | -172K | -28.3% | $70.65 | +2.5% |
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
31.2%
Healthcare
20.9%
Industrials
17.1%
Consumer Cyclical
13.4%
Financial Services
6.7%
Communication Services
5.5%
Consumer Defensive
3.8%
Real Estate
1.1%
Energy
0.2%
Basic Materials
0.1%