Riverbridge Partners LLC 13F Holdings · Q2 2026
Riverbridge Partners LLC reported 198 securities worth $3.58B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (5.58%), MSFT (4.31%), HEI (3.59%). Among its top 25 positions this quarter: 1 added, 24 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | $199.9M | 5.58% | 998,902 | Trimmed |
| 2 | MSFT | Microsoft Corporation | $154.3M | 4.31% | 413,524 | Trimmed |
| 3 | HEI | HEICO Corporation | $128.7M | 3.59% | 361,213 | Trimmed |
| 4 | AMZN | Amazon.com, Inc. | $120.3M | 3.36% | 504,618 | Trimmed |
| 5 | RBA | RB Global, Inc. | $119.7M | 3.34% | 1.0M | Trimmed |
| 6 | ADI | Analog Devices, Inc. | $117.3M | 3.28% | 295,295 | Trimmed |
| 7 | MEDP | Medpace Holdings, Inc. | $97.4M | 2.72% | 183,941 | Trimmed |
| 8 | FAST | Fastenal Company | $96.1M | 2.68% | 2.0M | Trimmed |
| 9 | GOOGL | Alphabet, Inc. Class A | $85.6M | 2.39% | 239,570 | Trimmed |
| 10 | WST | West Pharmaceutical Services, | $83.5M | 2.33% | 232,514 | Trimmed |
| 11 | LOPE | Grand Canyon Education, Inc. | $79.5M | 2.22% | 555,692 | Trimmed |
| 12 | FIVE | Five Below, Inc. | $77.1M | 2.15% | 428,994 | Trimmed |
| 13 | PRVA | Privia Health Group, Inc. | $77.2M | 2.15% | 3.0M | Trimmed |
| 14 | TYL | Tyler Technologies, Inc. | $73.5M | 2.05% | 251,422 | Trimmed |
| 15 | ENSG | Ensign Group, Inc. | $70.5M | 1.97% | 440,086 | Trimmed |
| 16 | GOOG | Alphabet, Inc. Class C | $66.8M | 1.87% | 189,147 | Trimmed |
| 17 | KAI | Kadant, Inc. | $61.1M | 1.71% | 194,573 | Trimmed |
| 18 | KNSL | Kinsale Capital Group, Inc. | $61.2M | 1.71% | 185,530 | Trimmed |
| 19 | VEEV | Veeva Systems, Inc. | $55.6M | 1.55% | 313,378 | Added |
| 20 | SPGI | S&P Global, Inc. | $52.9M | 1.48% | 129,844 | Trimmed |
| 21 | WSO | Watsco, Inc. | $50.1M | 1.40% | 120,334 | Trimmed |
| 22 | VRSK | Verisk Analytics, Inc. | $49.0M | 1.37% | 272,866 | Trimmed |
| 23 | NOW | ServiceNow, Inc. | $48.7M | 1.36% | 490,814 | Trimmed |
| 24 | ROL | Rollins, Inc. | $47.0M | 1.31% | 1.1M | Trimmed |
| 25 | TSLA | Tesla, Inc. | $45.4M | 1.27% | 107,923 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR