RIVERBRIDGE PARTNERS LLC

Q2 2021 13F-HR Holdings

Location
Minneapolis, MN
Holdings as of
6/30/2021
Date filed
7/26/2021
Form type
13F-HR
Num holdings
157
Total value ($000)
$9,848,233
Net value change ($000)
+1,068,680 (12.2%)
New positions
9
Sold out positions
5
Turnover %
4.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/21/2021 Next filing: 10/26/2021 SEC filing

Snapshot: Change Analysis

Compared to Q1 2021
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)
IAC 92,370 NEW
AVALARA, INC. 89,490 272.3%
PCTY 63,064 62.1%
FVRR 61,907 159.4%
WST 54,627 32.7%
Vimeo, Inc. 47,543 NEW
GKOS 46,458 NEW
PRCH 44,983 NEW
KRNT 43,952 31.2%
WK 43,398 32.1%
Top Reduces (Value $000, Stocks/ETFs)
IAC -125,182 -100.0%
LIN -40,999 -87.7%
LOPE -36,565 -12.4%
WSC -26,733 -34.3%
CVGW -25,202 -100.0%
AMN -24,077 -22.4%
FND -23,511 -33.6%
AOS -19,870 -27.0%
PRLB -15,984 -21.0%
FRPT -11,169 -14.8%
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