RIVERBRIDGE PARTNERS LLC

Q2 2024 13F-HR Detailed Holdings

Location
Minneapolis, MN
Holdings as of
6/30/2024
Date filed
7/17/2024
Form type
13F-HR
Num holdings
178
Total value ($000)
$7,359,058
Net value change ($000)
-836,940 (-10.2%)
New positions
13
Sold out positions
9
Turnover %
3.0%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 4/26/2024 Next filing: 10/15/2024 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 Q1 2024
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)
TSLA 43,559 NEW
DOCS 37,153 NEW
JAMF 27,673 NEW
TYL 24,459 14.2%
TRNS 24,000 NEW
NVDA 21,817 9.2%
GWRE 15,304 12.2%
ADI 11,855 13.3%
MSFT 11,159 4.4%
HEI 10,962 5.2%
Top Reduces (Value $000, Stocks/ETFs)
FIVE -86,711 -36.6%
FND -73,737 -36.3%
KNSL -49,930 -30.5%
CSGP -48,567 -25.4%
Squarespace, Inc. -47,482 -57.8%
GLOB -43,749 -16.1%
PCTY -42,367 -28.3%
BL -38,696 -30.6%
PAYC -38,230 -31.1%
WST -38,211 -19.2%
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