RIVERBRIDGE PARTNERS LLC

Q1 2020 13F-HR Holdings

Location
Minneapolis, MN
Holdings as of
3/31/2020
Date filed
4/13/2020
Form type
13F-HR
Num holdings
137
Total value ($000)
$4,776,971
Net value change ($000)
-792,966 (-14.2%)
New positions
8
Sold out positions
9
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/14/2020 Next filing: 7/8/2020 SEC filing

Snapshot: Change Analysis

Compared to Q4 2019
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)
OLLI 44,437 NEW
KRNT 33,042 NEW
IDXX 22,937 NEW
HCSG 21,381 33.1%
TDOC 19,985 16.5%
Inovalon Holdings, Inc. 11,639 81.7%
GSHD 10,965 NEW
ADY 10,447 9.4%
VEEV 10,146 10.0%
ROL 6,722 9.7%
Top Reduces (Value $000, Stocks/ETFs)
PRO -40,338 -48.8%
FIVE -39,942 -30.4%
PRLB -38,636 -25.2%
HEI -36,213 -32.4%
PCTY -33,617 -41.2%
LOPE -32,593 -19.8%
RBA -31,833 -21.2%
PAYC -29,479 -28.7%
EXLS -27,771 -59.7%
AYI -26,807 -59.7%
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