RIVERBRIDGE PARTNERS LLC

Q4 2024 13F-HR Holdings

Location
Minneapolis, MN
Holdings as of
12/31/2024
Date filed
1/17/2025
Form type
13F-HR
Num holdings
179
Total value ($000)
$7,327,785
Net value change ($000)
-159,173 (-2.1%)
New positions
15
Sold out positions
18
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q3 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)
SSD 58,414 NEW
CSW 42,202 NEW
WK 41,634 30.0%
TSLA 28,287 49.0%
INSP 26,342 NEW
PRVA 25,257 28.5%
GDYN 20,253 46.9%
KRNT 18,530 45.1%
LOPE 18,055 8.4%
AMZN 18,031 13.7%
Top Reduces (Value $000, Stocks/ETFs)
FAST -54,075 -35.6%
EXPO -43,727 -42.9%
FND -37,371 -24.6%
HEI -32,348 -13.6%
PGNY -28,565 -100.0%
TYL -25,095 -12.1%
GWRE -23,408 -13.3%
ENSG -23,212 -13.4%
RBA -21,087 -9.5%
OPCH -19,105 -35.6%
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