Arkolith/Funds/Riverbridge Partners LLC

Riverbridge Partners LLC

CIK 1112325
Holdings as of Jun 30, 2026·disclosed Jul 13, 2026·~13-day 13F lag·13F-HR
Active Filer

Riverbridge Partners LLC holds a diversified book of 198 stocks worth $3.6B as of Q2 2026 (disclosed Jul 13, 2026, a ~45-day 13F lag). This quarter they opened Eaton Corp PLC and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 6% of the equity book.

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Use Arkolith to show RIVERBRIDGE PARTNERS LLC's latest
holdings, largest changes, and filing provenance.
Opened
17
new positions
Added to
38
existing
Trimmed
124
reduced
Sold out
11
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
20%
Top 10 holdings
34%
Top 20 holdings
52%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

97% mapped to company sectors

Information Technology
35%
Health Care
17%
Industrials
17%
Consumer Discretionary
17%
Financials
5%
ETF / fund or unclassified
3%
Materials
3%
Communication Services
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

198 positions
#SecurityValueShares% PortLast moveHistory
1NVIDIA Corporation
COM
$199.9M998.9K
5.6%
−14%
Reduced · −158K sh
2Microsoft Corporation
COM
$154.3M413.5K
4.3%
−10%
Reduced · −46K sh
3HEICO Corporation
COM
$128.7M361.2K
3.6%
−11%
Reduced · −45K sh
4Amazon.com, Inc.
COM
$120.3M504.6K
3.4%
−10%
Reduced · −57K sh
5RB Global, Inc.
COM
$119.7M1.03M
3.3%
−19%
Reduced · −247K sh
6Analog Devices, Inc.
COM
$117.3M295.3K
3.3%
−15%
Reduced · −51K sh
7Medpace Holdings, Inc.
COM
$97.4M183.9K
2.7%
−23%
Reduced · −53K sh
8Fastenal Company
COM
$96.1M2.00M
2.7%
−9.9%
Reduced · −220K sh
9Alphabet, Inc. Class A
COM
$85.6M239.6K
2.4%
−11%
Reduced · −28K sh
10West Pharmaceutical Services,
COM
$83.5M232.5K
2.3%
−11%
Reduced · −29K sh
11Grand Canyon Education, Inc.
COM
$79.5M555.7K
2.2%
−22%
Reduced · −161K sh
12Privia Health Group, Inc.
COM
$77.2M3.00M
2.2%
−23%
Reduced · −919K sh
13Five Below, Inc.
COM
$77.1M429.0K
2.2%
−25%
Reduced · −143K sh
14Tyler Technologies, Inc.
COM
$73.5M251.4K
2.1%
−1.9%
Reduced · −5K sh
15Ensign Group, Inc.
COM
$70.5M440.1K
2.0%
−23%
Reduced · −129K sh
16Alphabet, Inc. Class C
COM
$66.8M189.1K
1.9%
−10.0%
Reduced · −21K sh
17Kinsale Capital Group, Inc.
COM
$61.2M185.5K
1.7%
−25%
Reduced · −61K sh
18Kadant, Inc.
COM
$61.1M194.6K
1.7%
−23%
Reduced · −58K sh
19Veeva Systems, Inc.
COM
$55.6M313.4K
1.6%
+1.8%
Added · +6K sh
20S&P Global, Inc.
COM
$52.9M129.8K
1.5%
−10.0%
Reduced · −14K sh
21Watsco, Inc.
COM
$50.1M120.3K
1.4%
−8.7%
Reduced · −11K sh
22Verisk Analytics, Inc.
COM
$49.0M272.9K
1.4%
−6.5%
Reduced · −19K sh
23ServiceNow, Inc.
COM
$48.7M490.8K
1.4%
−11%
Reduced · −59K sh
24Rollins, Inc.
COM
$47.0M1.13M
1.3%
−9.4%
Reduced · −117K sh
25Tesla, Inc.
COM
$45.4M107.9K
1.3%
−11%
Reduced · −14K sh
26UnitedHealth Group, Inc.
COM
$44.6M107.4K
1.2%
−9.3%
Reduced · −11K sh
27Visa, Inc.
COM
$43.5M126.9K
1.2%
−10%
Reduced · −15K sh
28Danaher Corporation
COM
$42.6M223.4K
1.2%
+0.3%
Added · +579 sh
29Freshpet, Inc.
COM
$39.9M675.3K
1.1%
−27%
Reduced · −248K sh
30Starbucks Corporation
COM
$39.5M387.0K
1.1%
−9.6%
Reduced · −41K sh
31Glaukos Corporation
COM
$39.4M282.1K
1.1%
−35%
Reduced · −151K sh
32IDEXX Laboratories, Inc.
COM
$38.7M73.4K
1.1%
−11%
Reduced · −9K sh
33Linde Plc
COM
$38.4M74.0K
1.1%
−8.4%
Reduced · −7K sh
34Cintas Corporation
COM
$37.8M222.2K
1.1%
−3.0%
Reduced · −7K sh
35Paylocity Holding Corporation
COM
$34.3M328.4K
1.0%
−29%
Reduced · −134K sh
36Guidewire Software, Inc.
COM
$32.8M267.0K
0.9%
+16%
Added · +37K sh
37Cognex Corporation
COM
$32.2M444.6K
0.9%
−38%
Reduced · −271K sh
38Floor & Decor Holdings, Inc.
COM
$31.2M524.9K
0.9%
−20%
Reduced · −131K sh
39CoStar Group, Inc.
COM
$30.9M1.09M
0.9%
−11%
Reduced · −136K sh
40Bio-Techne Corporation
COM
$30.8M436.5K
0.9%
−28%
Reduced · −172K sh
41Fair Isaac Corporation
COM
$29.7M24.9K
0.8%
−7.4%
Reduced · −2K sh
42Netflix Inc.
COM
$29.3M410.3K
0.8%
−11%
Reduced · −53K sh
43Aaon, Inc.
COM
$26.5M208.6K
0.7%
−31%
Reduced · −94K sh
44Simpson Manufacturing Company,
COM
$26.0M124.4K
0.7%
−31%
Reduced · −57K sh
45Synopsys, Inc.
COM
$25.2M56.5K
0.7%
+15%
Added · +7K sh
46Motorola Solutions, Inc.
COM
$25.0M60.3K
0.7%
−10%
Reduced · −7K sh
47Entegris, Inc.
COM
$24.7M137.5K
0.7%
−36%
Reduced · −76K sh
48Repligen Corporation
COM
$23.5M172.5K
0.7%
−33%
Reduced · −86K sh
49Dutch Bros, Inc.
COM
$22.8M317.6K
0.6%
−38%
Reduced · −194K sh
50Globant S.A.
COM
$22.3M769.8K
0.6%
+12%
Added · +82K sh
Showing 50 of 198 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 13, 2026198$3.6B13F-HR
Q1 2026Mar 31, 2026Apr 17, 2026192$4.1B13F-HR
Q4 2025Dec 31, 2025Jan 13, 2026188$5.3B13F-HR
Q3 2025Sep 30, 2025Oct 14, 2025186$5.9B13F-HR
Q2 2025Jun 30, 2025Jul 15, 2025185$6.2B13F-HR
Q1 2025Mar 31, 2025Apr 21, 2025180$6.2B13F-HR
Q4 2024Dec 31, 2024Jan 17, 2025179$7.3B13F-HR
Q3 2024Sep 30, 2024Oct 15, 2024182$7.5B13F-HR
Q2 2024Jun 30, 2024Jul 17, 2024178$7.4B13F-HR
Q1 2024Mar 31, 2024Apr 26, 2024174$8.2B13F-HR
Q4 2023Dec 31, 2023Feb 15, 2024202$8.0B13F-HR/A
Q3 2023Sep 30, 2023Feb 15, 2024192$7.3B13F-HR/A
Q2 2023Jun 30, 2023Jul 25, 2023192$7.9B13F-HR
Q1 2023Mar 31, 2023Apr 21, 2023189$7.1B13F-HR
Q4 2022Dec 31, 2022Jan 11, 2023195$6.7B13F-HR
Q3 2022Sep 30, 2022Oct 26, 2022194$6.7B13F-HR
Q2 2022Jun 30, 2022Aug 29, 2022199$6.3B13F-HR/A
Q1 2022Mar 31, 2022Apr 20, 2022161$8.8B13F-HR
Q4 2021Dec 31, 2021Jan 14, 2022168$10.1B13F-HR
Q3 2021Sep 30, 2021Oct 26, 2021156$10.0B13F-HR
Q2 2021Jun 30, 2021Jul 26, 2021157$9.8B13F-HR
Amended / restated
  • Q4 2023 · filed Jan 24, 202413F-HR · superseded
  • Q3 2023 · filed Oct 16, 202313F-HR · superseded
  • Q2 2022 · filed Jul 11, 202213F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.