RIVERBRIDGE PARTNERS LLC
Q1 2014 13F-HR Holdings
Net value change ($000)
+10,079
(0.2%)
New positions
4
Sold out positions
2
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown
Snapshot: Change Analysis
Compared to Q4 2013
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)
| DORM | 41,300 | NEW |
| HCSG | 30,284 | NEW |
| CEPHEID | 27,793 | 12.4% |
| LINEAR TECH | 26,330 | 42.3% |
| MD | 21,685 | 16.7% |
| CHE | 20,632 | 17.6% |
| PORTFOLIO RECOVERY ASSOCS IN | 14,342 | 9.8% |
| FIVE | 13,497 | 32.1% |
| MDU | 12,883 | 20.4% |
| POWI | 12,811 | 19.2% |
Top Reduces (Value $000, Stocks/ETFs)
| CSGP | -39,703 | -25.8% |
| ATHENAHEALTH INC | -34,858 | -23.1% |
| TECHNE CORP | -29,562 | -27.7% |
| PRGO | -26,004 | -60.0% |
| FINANCIAL ENGINES INC | -22,217 | -28.9% |
| ULTIMATE SOFTWARE GROUP INC | -19,807 | -10.5% |
| *IPC THE HOSPITALIST CO INC | -17,314 | -15.5% |
| SSYS | -15,929 | -23.9% |
| PEGA | -15,402 | -29.3% |
| LKQ | -15,315 | -14.9% |
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 |
|---|