RIVERBRIDGE PARTNERS LLC

Q4 2022 13F-HR Holdings

Location
Minneapolis, MN
Holdings as of
12/31/2022
Date filed
1/11/2023
Form type
13F-HR
Num holdings
195
Total value ($000)
$6,660,714
Net value change ($000)
-74,027 (-1.1%)
New positions
10
Sold out positions
9
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/26/2022 Next filing: 4/21/2023 SEC filing

Snapshot: Change Analysis

Compared to Q3 2022
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 43,639 25.1%
FIVE 43,368 19.4%
CCC 35,012 NEW
KNSL 33,543 NEW
MEDP 23,421 31.9%
ENSG 21,652 16.2%
CGNX 18,832 28.4%
IWM 14,938 749.5%
CSGP 12,905 7.1%
BL 11,574 9.0%
Top Reduces (Value $000, Stocks/ETFs)
PCTY -55,101 -29.6%
GLOB -34,213 -12.9%
ALRM -33,701 -26.5%
GDYN -31,225 -43.8%
ADY -30,128 -19.1%
RBA -26,312 -10.0%
AMZN -24,186 -28.6%
PRVA -23,601 -35.0%
GTM -22,687 -33.0%
WSC -18,037 -22.1%
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