RIVERBRIDGE PARTNERS LLC
Q2 2020 13F-HR Holdings
Net value change ($000)
+1,594,656
(33.4%)
New positions
16
Sold out positions
5
Turnover %
2.9%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q1 2020
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)
| GLOB | 88,241 | 71.5% |
| BL | 57,601 | 58.1% |
| PRLB | 56,723 | 49.4% |
| OLLI | 50,680 | 114.0% |
| WST | 48,679 | 54.7% |
| FIVE | 48,126 | 52.7% |
| WK | 46,066 | 149.7% |
| PAYC | 43,340 | 59.1% |
| ALRM | 42,820 | 65.5% |
| FAST | 40,125 | 42.2% |
Top Reduces (Value $000, Stocks/ETFs)
| TDOC | -22,011 | -15.6% |
| AYI | -18,115 | -100.0% |
| EVH | -13,689 | -98.9% |
| AMN | -11,061 | -22.3% |
| TRUP | -10,059 | -97.9% |
| CHE | -6,337 | -4.0% |
| INGN | -4,690 | -33.6% |
| IWM | -4,289 | -89.4% |
| MOBILE MINI INC | -2,997 | -8.0% |
| CANTEL MEDICAL LLC | -2,772 | -100.0% |
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 |
|---|