1y return−6.7%S&P 500 +20.9%
3y return+5.7%S&P 500 +68.5%
5y return−11.3%S&P 500 +74.5%
10y return+137.2%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $237 against $357 in the S&P 500.2
Riverbridge Partners LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANVIDIA Corporation | $199.9M | 5.6% | −13.6% |
| MSFTMicrosoft Corporation | $154.3M | 4.3% | −10.1% |
| HEIHEICO Corporation | $128.7M | 3.6% | −11.1% |
| AMZNAmazon.com, Inc. | $120.3M | 3.4% | −10.2% |
| RBARB Global, Inc. | $119.7M | 3.3% | −19.4% |
| ADIAnalog Devices, Inc. | $117.3M | 3.3% | −14.8% |
| MEDPMedpace Holdings, Inc. | $97.4M | 2.7% | −22.5% |
| FASTFastenal Company | $96.1M | 2.7% | −9.9% |
| GOOGLAlphabet, Inc. Class A | $85.6M | 2.4% | −10.6% |
| WSTWest Pharmaceutical Services, | $83.5M | 2.3% | −11.1% |
| LOPEGrand Canyon Education, Inc. | $79.5M | 2.2% | −22.5% |
| PRVAPrivia Health Group, Inc. | $77.2M | 2.2% | −23.5% |
| FIVEFive Below, Inc. | $77.1M | 2.2% | −25.0% |
| TYLTyler Technologies, Inc. | $73.5M | 2.1% | −1.9% |
| ENSGEnsign Group, Inc. | $70.5M | 2.0% | −22.7% |
| GOOGAlphabet, Inc. Class C | $66.8M | 1.9% | −10.0% |
| KNSLKinsale Capital Group, Inc. | $61.2M | 1.7% | −24.7% |
| KAIKadant, Inc. | $61.1M | 1.7% | −22.9% |
| VEEVVeeva Systems, Inc. | $55.6M | 1.6% | +1.8% |
| SPGIS&P Global, Inc. | $52.9M | 1.5% | −10.0% |
| WSOWatsco, Inc. | $50.1M | 1.4% | −8.7% |
| VRSKVerisk Analytics, Inc. | $49.0M | 1.4% | −6.5% |
| NOWServiceNow, Inc. | $48.7M | 1.4% | −10.7% |
| ROLRollins, Inc. | $47.0M | 1.3% | −9.4% |
| TSLATesla, Inc. | $45.4M | 1.3% | −11.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANVIDIA Corporation | June 30, 2020 | +2006.7% | $199.9M |
| GOOGLAlphabet, Inc. Class A | June 30, 2020 | +404.0% | $85.6M |
| GOOGAlphabet, Inc. Class C | June 30, 2020 | +399.9% | $66.8M |
| ENSGEnsign Group, Inc. | June 30, 2020 | +283.0% | $70.5M |
| HEIHEICO Corporation | June 30, 2020 | +257.4% | $128.7M |
| ADIAnalog Devices, Inc. | June 30, 2020 | +223.9% | $117.3M |
| MEDPMedpace Holdings, Inc. | March 31, 2021 | +222.8% | $97.4M |
| KAIKadant, Inc. | June 30, 2020 | +215.3% | $61.1M |
| WSOWatsco, Inc. | June 30, 2020 | +134.5% | $50.1M |
| FASTFastenal Company | June 30, 2020 | +124.2% | $96.1M |
Sold off last quarter
- WSCWillScot Holdings Corporation was $11.6M
- ALKTAlkami Technology, Inc. was $10.8M
- INSPInspire Medical Systems, Inc. was $4.8M
- XMCRXMFS Charter Income Trust was $1.3M
- CCAPCrescent Capital BDC, Inc. was $1.2M
- WDAYWorkday, Inc. Class A was $519K
- PAYCPaycom Software, Inc. was $407K
- MFS High Income Municipal TrusCUSIP 59318D104 was $377K
- BITBlackRock Multi-Sector Inc. was $330K
- BAESYBae Sys Plc Sponsored Adr was $221K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.2% | +14.8% |
| March 31, 2026 | −11.5% | −4.6% |
| December 31, 2025 | −2.5% | +2.4% |
| September 30, 2025 | +0.9% | +7.8% |
| June 30, 2025 | +7.8% | +10.5% |
| March 31, 2025 | −9.4% | −4.6% |
| December 31, 2024 | +3.7% | +2.1% |
| September 30, 2024 | +6.1% | +5.4% |
| June 30, 2024 | −5.2% | +4.0% |
| March 31, 2024 | +6.3% | +10.0% |
| December 31, 2023 | +11.0% | +11.2% |
| September 30, 2023 | −5.7% | −3.6% |
| June 30, 2023 | +7.1% | +8.3% |
| March 31, 2023 | +10.9% | +7.0% |
| December 31, 2022 | +1.5% | +7.1% |
| September 30, 2022 | −0.9% | −5.3% |
| June 30, 2022 | −20.5% | −16.5% |
| March 31, 2022 | −13.5% | −4.9% |
| December 31, 2021 | +0.8% | +10.7% |
| September 30, 2021 | +1.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Riverbridge Partners LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1112325&type=13F-HR&dateb=&owner=include&count=40CIK 1112325
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1112325/000111232526000005/Filed July 13, 2026 · accession 0001112325-26-000005