RIVERBRIDGE PARTNERS LLC

Q4 2023 13F-HR/A Detailed 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)

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

Prev filing: 2/15/2024 Next filing: 4/26/2024 SEC filing
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 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 Discretion Other Manager Sole Shared None