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Riverbridge Partners LLC

CIK:0001112325
Investment Adviser
$7B AUM
186 holdings
Minneapolis, MN, United States
Founded:1987
54 employees
Latest filing:Sep 30, 2025

Riverbridge Partners, LLC is an investment management firm founded in 1987 and headquartered in Minneapolis, Minnesota. The firm provides investment management services primarily to institutions, corporations, partnerships, pension and profit-sharing plans, foundations, investment companies, pooled investment vehicles, individuals, and advisors. Riverbridge employs a dedicated investment team and focuses on long-term client relationships by providing custom portfolios and solutions across growth equity and income strategies. The firm emphasizes investment endurance and adherence to its time-tested investment philosophy.

Investment Strategy

Riverbridge Partners' investment strategy centers on investing in high-quality growth companies of various market capitalizations, including small and mid-cap firms, that the team believes can build earnings power at above-average rates for extended periods. The firm’s philosophy emphasizes five key building blocks: sound culture and management, strong unit growth, strategic market position, internally financed growth, and conservative accounting. Portfolios are designed to remain fully invested and generally feature low turnover, with a focus on outperforming benchmarks over the long term. Income strategies incorporate diversification across debt sectors and credit ratings to provide stable yield through different market cycles. Extensive company research and a devil’s advocate approach help challenge assumptions and maintain discipline in portfolio construction.

Latest 13F Filing Activity

Riverbridge Partners LLC filed their most recent 13F report on Sep 30, 2025 disclosing 180 equity positions with a total 13F market value of $6B. The fund increased holdings in Medpace Holdings, Inc., Nvidia Corporation, Synopsys, Inc. among other positions. Riverbridge Partners LLC reduced exposure to Ansys, Inc., Globant S.A., Tyler Technologies, Inc. among others.

Top Buys
M
MEDPMedpace Holdings, Inc.
+$51.5M
N
NVDANVIDIA Corporation
+$30.8M
S
SNPSSynopsys, Inc.
+$26.7M
C
CASYCasey's General Stores, Inc.
+$21.0M
A
AAONAAON, Inc.
+$20.9M
Top Sells
A
ANSSAnsys, Inc.
-$107.9M
G
GLOBGlobant S.A.
-$36.3M
T
TYLTyler Technologies, Inc.
-$26.6M
H
HEIHEICO Corporation
-$23.1M
F
FRPTFreshpet, Inc.
-$22.2M

Top Holdings

N
NVDANVIDIA Corporation
+5.4%$321.8M
M
MSFTMicrosoft Corporation
+4.5%$267.4M
H
HEIHEICO Corporation
+3.6%$210.9M
L
LOPEGrand Canyon Education, Inc.
+3.5%$209.2M
M
MEDPMedpace Holdings, Inc.
+3.2%$187.7M

Equity Positions (180)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
NVIDIA Corporation5.43%$321.8M1,724,831$8.28$186.58+$30.8M
Microsoft Corporation4.51%$267.4M516,182$66.46$517.95+$1.1M
HEICO Corporation3.56%$210.9M653,205$68.73$322.82-$23.1M
Grand Canyon Education, Inc.3.53%$209.2M953,066$72.63$219.52+$526.2K
Medpace Holdings, Inc.3.17%$187.7M365,088$198.79$514.16+$51.5M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+23.5%
SERVICES-BUSINESS SERVICES, NEC
+7.6%
SEMICONDUCTORS & RELATED DEVICES
+7.4%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+3.9%
AIRCRAFT ENGINES & ENGINE PARTS
+3.6%