RIVERBRIDGE PARTNERS LLC

Q2 2025 13F-HR Holdings

Location
Minneapolis, MN
Holdings as of
6/30/2025
Date filed
7/15/2025
Form type
13F-HR
Num holdings
185
Total value ($000)
$6,215,292
Net value change ($000)
-18,116 (-0.3%)
New positions
12
Sold out positions
7
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/21/2025 Next filing: 10/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
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 82,888 39.8%
MSFT 59,696 28.9%
FIVE 50,113 59.2%
CWAN 35,313 NEW
NOW 21,553 25.6%
TRNS 21,000 124.4%
FWRG 20,524 NEW
NFLX 20,448 38.5%
ALKT 18,988 42.9%
HEI 18,548 8.6%
Top Reduces (Value $000, Stocks/ETFs)
PAYCOR HCM, INC. -46,851 -100.0%
GLOB -36,832 -29.6%
UNH -31,586 -42.5%
CRM -27,169 -34.1%
WK -22,454 -19.3%
USPH -20,497 -100.0%
CERT -19,768 -97.5%
PCTY -18,515 -14.1%
RBA -18,161 -8.8%
KNSL -15,017 -10.6%
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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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type