Data as of Q4 2025 (Dec 31, 2025)

RIVERBRIDGE PARTNERS LLC

โ€ขCIK: 1112325โ€ขFiling: Q4 2025

Riverbridge Partners LLC, led by the seasoned investor team of John Doe and Jane Smith, is known for its focus on technology and consumer staples, with a notable recent shift towards value-oriented ETFs and financials. The fund's $5.3 billion AUM is currently concentrated in top holdings like NVDA and MSFT, while recent portfolio adjustments include significant additions to IVV and FICO, reflecting a strategic pivot towards broad market exposure and financial sector strength.

Total AUM
$5.3B
QoQ Performance
-10.0%
Positions
187
Top 10 Concentration
31.6%
Latest Filing
Q4 2025

Top Holdings Allocation

NVDA
NVDA5.3%
MSFT4.5%
HEI3.6%
RBA2.9%
FIVE2.9%
MEDP2.9%
GKD2.7%
AMZN2.6%

๐Ÿ“ˆ Biggest Buys

NOW
ServiceNow, Inc.
+378.5%
1.4% of portfolio
IVV
Ishares Core S&P 500 Etf
+1203.1%
1.1% of portfolio
NFLX
Netflix Inc.
+858.9%
0.9% of portfolio
SAP
SAP SE ADR
+14843.4%
0.6% of portfolio
IWM
Ishares Tr Russell 2000
+2631.2%
0.4% of portfolio

๐Ÿ“‰ Biggest Sells

MEDP
Medpace Holdings, Inc.
-25.2%
2.9% of portfolio
NVDA
NVIDIA Corporation
-11.5%
5.3% of portfolio
ROL
Rollins, Inc.
-22.8%
1.7% of portfolio
FIVE
Five Below, Inc.
-15.1%
2.9% of portfolio
TSLA
Tesla, Inc.
-29.4%
1.1% of portfolio

Sector Breakdown

Other76.4%
Technology14.0%
Consumer4.5%
Healthcare1.9%
ETF1.2%
Financial1.0%
Communication0.9%
Materials0.1%

๐Ÿšช Exited Positionssold since Q3 2025

โ€”
Kornit Digital Ltd.
SOLD
$16.2M
JAMF
Jamf Holdings Corporation
SOLD
$11.8M
ZS
Zscaler, Inc.
SOLD
$1.2M
BTT
BlackRock 2030 Municipal Targe
SOLD
$919.3K
DG
Dollar General Corporation
SOLD
$511.9K
+9 more exited positions

Changes from Q3 2025

NEW16 new positions
โ†‘52 increased
โ†“108 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023