13F Insight
DOSSIER · 13F-HR · Q2 2026

RIVERBRIDGE PARTNERS LLC

$3.6B in tracked AUM across 198 positions as of Q2 2026.

RP
CIK 0001112325 · last filed Jun 30, 2026
Total AUM
$3.6B
as of Q2 2026
Holdings
198
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

Riverbridge Partners LLC reported a significant expansion in assets under management for the period ending December 31, 2025. The total portfolio value surged by 51.2%, rising from $3.53 billion to $5.33 billion. This substantial increase indicates a combination of strong market performance in existing holdings and likely net capital inflows from investors. The portfolio maintains a diversified approach with 188 total holdings, though the concentration suggests a focus on...

Key Holdings

The portfolio is anchored by a "barbell" strategy of mega-cap technology and specialized growth companies. NVIDIA Corporation (NVDA) remains the largest holding at $284.78 million (5.34% of the portfolio), despite an 11.5% reduction in shares during the quarter. Microsoft Corporation (MSFT) entered as a major new position, immediately securing the second spot with a $238.50 million allocation (4.47%).

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA Corporation
$200M999K5.6%02
MSFT
Microsoft Corporation
$154M414K4.3%03
HEI
HEICO Corporation
$129M361K3.6%04
AMZN
Amazon.com, Inc.
$120M505K3.4%05
RBA
RB Global, Inc.
$120M1.0M3.3%06
ADI
Analog Devices, Inc.
$117M295K3.3%07
MEDP
Medpace Holdings, Inc.
$97M184K2.7%08
FAST
Fastenal Company
$96M2.0M2.7%09
GOOGL
Alphabet, Inc. Class A
$86M240K2.4%10
WST
West Pharmaceutical Services,
$83M233K2.3%

Filing history

2026Q2Jun 30
$3.6B▼ 12.4%
198 positionsView →2026Q1Mar 31
$4.1B▼ 23.4%
192 positionsView →2025Q4Dec 31
$5.3B▼ 10.0%
188 positionsView →2025Q3Sep 30
$5.9B▼ 4.7%
186 positionsView →2025Q2Jun 30
$6.2B▼ 0.3%
185 positionsLocked2025Q1Mar 31
$6.2B▼ 14.9%
180 positionsLocked2024Q4Dec 31
$7.3B▼ 2.1%
179 positionsLocked2024Q3Sep 30
$7.5B▲ 1.7%
182 positionsLocked2024Q2Jun 30
$7.4B▼ 10.2%
178 positionsLocked2024Q1Mar 31
$8.2B▲ 2.4%
174 positionsLocked2023Q4Dec 31
$8.0B▲ 9.2%
202 positionsLocked2023Q3Sep 30
$7.3B▼ 7.6%
192 positionsLocked
Showing 12 of 100