RIVERBRIDGE PARTNERS LLC

Q2 2023 13F-HR Detailed Holdings

Location
Minneapolis, MN
Holdings as of
6/30/2023
Date filed
7/25/2023
Form type
13F-HR
Num holdings
192
Total value ($000)
$7,932,424
Net value change ($000)
+798,748 (11.2%)
New positions
12
Sold out positions
9
Turnover %
8.0%
Sector allocation + QoQ delta (equities-only)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

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.
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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 Discretion Other Manager Sole Shared None