RIVERBRIDGE PARTNERS LLC
Q4 2013 13F-HR Holdings
Net value change ($000)
—
New positions
126
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to previous filing: —
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| CEPHEID | 223,645 | — |
| ULTIMATE SOFTWARE GROUP INC | 188,897 | — |
| NATIONAL INSTRUMENTS CORP | 159,014 | — |
| CSGP | 153,818 | — |
| ATHENAHEALTH INC | 150,776 | — |
| PORTFOLIO RECOVERY ASSOCS IN | 146,873 | — |
| UNFI | 146,033 | — |
| GNTX | 142,141 | — |
| RBA | 141,493 | — |
| MMS | 137,704 | — |
Top Reduces (Value $000, Stocks/ETFs)
| — |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|