RIVERBRIDGE PARTNERS LLC

Q1 2024 13F-HR Holdings

Location
Minneapolis, MN
Holdings as of
3/31/2024
Date filed
4/26/2024
Form type
13F-HR
Num holdings
174
Total value ($000)
$8,195,998
Net value change ($000)
+191,389 (2.4%)
New positions
7
Sold out positions
35
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/15/2024 Next filing: 7/17/2024 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
NVDA 101,343 74.8%
KNSL 80,310 96.5%
MEDP 35,367 16.9%
DSGX 29,292 48.7%
FRPT 28,751 30.4%
PAYC 26,025 26.8%
FICO 24,868 NEW
FND 23,480 13.1%
ENTG 21,448 52.7%
MSFT 17,450 7.4%
Top Reduces (Value $000, Stocks/ETFs)
FIVE -60,631 -20.4%
GLOB -58,115 -17.6%
WK -38,436 -18.9%
AKX -35,567 -20.2%
CSGP -24,114 -11.2%
ECL -22,436 -85.3%
IWM -18,118 -96.4%
FIVN -14,093 -23.0%
FAST -13,345 -7.0%
LOPE -12,320 -5.1%
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