RIVERBRIDGE PARTNERS LLC

Q4 2023 13F-HR/A Holdings

Location
Minneapolis, MN
Holdings as of
12/31/2023
Date filed
2/15/2024
Form type
13F-HR/A - RESTATEMENT
Num holdings
202
Total value ($000)
$8,004,609
Net value change ($000)
+677,055 (9.2%)
New positions
20
Sold out positions
10
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/15/2024 Next filing: 4/26/2024 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
FIVE 62,134 26.4%
DV 55,685 144.6%
MEDP 54,466 35.1%
GLOB 39,434 13.6%
MSFT 32,595 16.1%
FND 31,894 21.6%
AKX 26,786 17.9%
OPCH 26,686 67.9%
ENSG 24,903 19.1%
LOPE 24,613 11.2%
Top Reduces (Value $000, Stocks/ETFs)
PAYC -27,688 -22.2%
IAC -27,383 -100.0%
KNSL -20,652 -19.9%
PCTY -19,093 -11.6%
KIDS -17,401 -51.4%
WST -14,915 -7.6%
ALRM -10,419 -8.8%
ECL -9,851 -27.3%
AMN -7,298 -13.2%
VEEV -6,836 -7.9%
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