RIVERBRIDGE PARTNERS LLC
SEC Form 13F institutional filer · CIK 0001112325
13F-HR · 59 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$1.96B
Top-10 concentration
54.0%
RIVERBRIDGE PARTNERS LLC — $1.96B AUM allocation strategy
RIVERBRIDGE PARTNERS LLC files SEC Form 13F and reports $1.96B of long US equity value across 59 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 32.0%, followed by Industrials 11.4% and Health Care 10.6%.
The top 10 holdings account for 54% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
RIVERBRIDGE PARTNERS LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.96B
total across 59 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
54% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$BLK +170K sh · +$1.88M+$NOW +75.9K sh · −$15.1M+$LIN +71.1K sh · +$35.9M
Biggest trims (shares)
−$NVDA −370K sh · −$83.1M−$ROL −303K sh · −$26.4M−$CSGP −225K sh · −$48.2M
Exited to nil (held last quarter, gone now)
$TTD ($8.47M last qtr)$VOO ($4.55M last qtr)$FISV ($207K last qtr)$ISRG ($204K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors15.9%—
- Systems Software11.6%—
- Interactive Media & Services7.0%—
- Broadline Retail5.9%—
- Trading Companies & Distributors5.2%—
- Application Software4.4%—
- Environmental & Facilities Services3.4%—
- Health Care Supplies3.3%—
- Other holdings43.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 1.16M | $202M | -370K | 10.3% |
| $MSFT | Microsoft Corporation | 460K | $170M | -33.4K | 8.7% |
| $AMZN | Amazon.com Inc | 562K | $117M | -45.7K | 6.0% |
| $ADI | Analog Devices Inc | 347K | $110M | -27.7K | 5.6% |
| $FAST | Fastenal Company | 2.22M | $103M | -160K | 5.2% |
| $TYL | Tyler Technologies Inc | 256K | $87.8M | +17.7K | 4.5% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 268K | $77M | -33.7K | 3.9% |
| $ROL | Rollins Inc | 1.24M | $66.4M | -303K | 3.4% |
| $WST | West Pharmaceutical Services Inc | 261K | $65.5M | -57.2K | 3.3% |
| $SPGI | S&P Global Inc | 144K | $61.3M | -10.8K | 3.1% |
…and 49 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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