RIVERBRIDGE PARTNERS LLC

Q1 2021 13F-HR Holdings

Location
Minneapolis, MN
Holdings as of
3/31/2021
Date filed
4/21/2021
Form type
13F-HR
Num holdings
153
Total value ($000)
$8,779,553
Net value change ($000)
-272,932 (-3.0%)
New positions
7
Sold out positions
6
Turnover %
3.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/22/2021 Next filing: 7/26/2021 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
LOPE 115,455 64.7%
ENSG 59,177 86.2%
2U, LLC 51,766 71.8%
MEDP 46,379 NEW
CRL 45,033 NEW
ILMN 42,330 11379.0%
FVRR 38,847 NEW
CRNC 35,511 NEW
MODEL N, INC. 31,610 NEW
ADY 26,210 12.1%
Top Reduces (Value $000, Stocks/ETFs)
PRLB -132,287 -63.5%
Pluralsight, Inc. -102,701 -99.0%
TDOC -81,860 -72.0%
FIVN -57,950 -58.5%
TECH -55,578 -40.3%
BL -54,018 -19.6%
CHE -52,750 -26.8%
ALGN -43,244 -100.0%
ALRM -36,263 -19.1%
EXLS -32,325 -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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type