RIVERBRIDGE PARTNERS LLC
Q1 2023 13F-HR Holdings
Net value change ($000)
+472,962
(7.1%)
New positions
4
Sold out positions
10
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q4 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)
| WST | 67,989 | 56.9% |
| FND | 49,648 | 71.0% |
| GWRE | 45,168 | 101.9% |
| AKX | 44,134 | 38.3% |
| DV | 42,675 | NEW |
| NVDA | 41,019 | 87.4% |
| CERT | 33,672 | 50.0% |
| ALGN | 32,559 | 61.6% |
| MSFT | 30,636 | 18.3% |
| IMXI | 26,865 | NEW |
Top Reduces (Value $000, Stocks/ETFs)
| Oak Street Health, Inc. | -55,057 | -98.2% |
| PEGA | -46,525 | -100.0% |
| CSGP | -24,055 | -12.3% |
| EYE | -22,645 | -53.6% |
| ENSG | -20,850 | -13.4% |
| PRO | -20,326 | -100.0% |
| Aspen Technology, Inc. | -17,522 | -100.0% |
| IWM | -16,459 | -97.2% |
| ADY | -15,286 | -12.0% |
| AMN | -15,039 | -22.0% |
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 |
|---|