RIVERBRIDGE PARTNERS LLC

Q2 2025 13F-HR Detailed 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)

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

Prev filing: 4/21/2025 Next filing: 10/14/2025 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 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 Discretion Other Manager Sole Shared None