RIVERBRIDGE PARTNERS LLC
Q2 2023 13F-HR Holdings
Net value change ($000)
+798,748
(11.2%)
New positions
12
Sold out positions
9
Turnover %
8.0%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q1 2023
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)
| RBA | 243,975 | NEW |
| MEDP | 73,647 | 88.9% |
| CSGP | 57,314 | 33.5% |
| PRVA | 51,045 | 81.8% |
| GLOB | 48,431 | 21.9% |
| ACVA | 42,269 | NEW |
| FND | 38,284 | 32.0% |
| PCTY | 37,976 | 28.8% |
| TYL | 36,518 | 25.0% |
| KNSL | 35,997 | 60.5% |
Top Reduces (Value $000, Stocks/ETFs)
| RBA | -224,328 | -100.0% |
| NATIONAL INSTRUMENTS CORP | -67,494 | -99.3% |
| CERT | -46,762 | -46.3% |
| HESKA CORP | -30,047 | -100.0% |
| PRAA | -29,441 | -100.0% |
| BL | -24,146 | -17.6% |
| ILMN | -23,485 | -95.1% |
| LOPE | -16,035 | -7.5% |
| FIVE | -8,387 | -3.0% |
| GDYN | -6,699 | -16.4% |
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 |
|---|