Riverbridge Partners as of Dec. 31, 2013
Portfolio Holdings for Riverbridge Partners
Riverbridge Partners holds 126 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cepheid | 4.0 | $224M | 4.8M | 46.67 | |
| Ultimate Software | 3.4 | $189M | 1.2M | 153.22 | |
| National Instruments | 2.9 | $159M | 5.0M | 32.02 | |
| CoStar (CSGP) | 2.8 | $154M | 833k | 184.58 | |
| athenahealth | 2.7 | $151M | 1.1M | 134.50 | |
| Portfolio Recovery Associates | 2.7 | $147M | 2.8M | 52.84 | |
| United Natural Foods (UNFI) | 2.6 | $146M | 1.9M | 75.39 | |
| Gentex Corporation (GNTX) | 2.6 | $142M | 4.3M | 32.98 | |
| Ritchie Bros. Auctioneers Inco | 2.6 | $142M | 6.2M | 22.93 | |
| Maximus (MMS) | 2.5 | $138M | 3.1M | 43.99 | |
| Grand Canyon Education (LOPE) | 2.4 | $131M | 3.0M | 43.60 | |
| Mednax (MD) | 2.4 | $130M | 2.4M | 53.38 | |
| Beacon Roofing Supply (BECN) | 2.3 | $126M | 3.1M | 40.28 | |
| Rollins (ROL) | 2.2 | $124M | 4.1M | 30.29 | |
| DealerTrack Holdings | 2.2 | $123M | 2.6M | 48.08 | |
| Chemed Corp Com Stk (CHE) | 2.1 | $117M | 1.5M | 76.62 | |
| Neogen Corporation (NEOG) | 2.1 | $113M | 2.5M | 45.70 | |
| IPC The Hospitalist Company | 2.0 | $112M | 1.9M | 59.39 | |
| Techne Corporation | 1.9 | $107M | 1.1M | 94.67 | |
| LKQ Corporation (LKQ) | 1.9 | $103M | 3.1M | 32.90 | |
| Mobile Mini | 1.8 | $99M | 2.4M | 41.18 | |
| Proto Labs (PRLB) | 1.8 | $97M | 1.4M | 71.18 | |
| Advisory Board Company | 1.6 | $88M | 1.4M | 63.67 | |
| Cabot Microelectronics Corporation | 1.6 | $87M | 1.9M | 45.70 | |
| Stericycle (SRCL) | 1.5 | $82M | 702k | 116.17 | |
| Ihs | 1.4 | $77M | 643k | 119.70 | |
| Financial Engines | 1.4 | $77M | 1.1M | 69.48 | |
| Semtech Corporation (SMTC) | 1.3 | $73M | 2.9M | 25.28 | |
| Abaxis | 1.3 | $70M | 1.7M | 40.01 | |
| SPS Commerce (SPSC) | 1.3 | $69M | 1.1M | 65.30 | |
| Power Integrations (POWI) | 1.2 | $67M | 1.2M | 55.82 | |
| Stratasys (SSYS) | 1.2 | $67M | 494k | 134.70 | |
| Cheesecake Factory Incorporated (CAKE) | 1.2 | $64M | 1.3M | 48.27 | |
| MDU Resources (MDU) | 1.1 | $63M | 2.1M | 30.55 | |
| Fastenal Company (FAST) | 1.1 | $63M | 1.3M | 47.51 | |
| Linear Technology Corporation | 1.1 | $62M | 1.4M | 45.55 | |
| Fiserv (FI) | 1.1 | $62M | 1.0M | 59.05 | |
| Roper Industries (ROP) | 1.1 | $61M | 441k | 138.68 | |
| Bio-Reference Laboratories | 1.0 | $53M | 2.1M | 25.54 | |
| Starbucks Corporation (SBUX) | 0.9 | $52M | 669k | 78.39 | |
| Pegasystems (PEGA) | 0.9 | $53M | 1.1M | 49.18 | |
| Concur Technologies | 0.9 | $52M | 504k | 103.18 | |
| SciQuest | 0.9 | $49M | 1.7M | 28.48 | |
| Echo Global Logistics | 0.9 | $48M | 2.2M | 21.48 | |
| Cass Information Systems (CASS) | 0.8 | $46M | 685k | 67.35 | |
| Channeladvisor | 0.8 | $46M | 1.1M | 41.71 | |
| Verint Systems (VRNT) | 0.8 | $43M | 1.0M | 42.94 | |
| Perrigo Company (PRGO) | 0.8 | $43M | 283k | 153.46 | |
| Ansys (ANSS) | 0.8 | $43M | 488k | 87.20 | |
| Five Below (FIVE) | 0.8 | $42M | 973k | 43.20 | |
| Ecolab (ECL) | 0.7 | $41M | 393k | 104.27 | |
| Medtronic | 0.7 | $41M | 712k | 57.39 | |
| Roadrunner Transportation Services Hold. | 0.7 | $40M | 1.5M | 26.95 | |
| InnerWorkings | 0.7 | $39M | 5.0M | 7.79 | |
| Rockwood Holdings | 0.7 | $39M | 536k | 71.92 | |
| Patterson Companies (PDCO) | 0.7 | $37M | 898k | 41.20 | |
| Microsoft Corporation (MSFT) | 0.7 | $36M | 974k | 37.41 | |
| Digi International (DGII) | 0.6 | $35M | 2.9M | 12.12 | |
| K12 | 0.6 | $34M | 1.6M | 21.75 | |
| Tile Shop Hldgs (TTSH) | 0.6 | $31M | 1.7M | 18.07 | |
| Forward Air Corporation (FWRD) | 0.5 | $28M | 638k | 43.91 | |
| Fresh Market | 0.5 | $28M | 701k | 40.50 | |
| Praxair | 0.5 | $25M | 194k | 130.03 | |
| Kinder Morgan Management | 0.5 | $25M | 326k | 75.66 | |
| 0.4 | $24M | 21k | 1120.72 | ||
| Johnson Controls | 0.4 | $22M | 422k | 51.30 | |
| Tupperware Brands Corporation (TUP) | 0.4 | $22M | 228k | 94.53 | |
| Ebix (EBIXQ) | 0.4 | $21M | 1.4M | 14.71 | |
| 3M Company (MMM) | 0.3 | $19M | 138k | 140.25 | |
| Qualcomm (QCOM) | 0.3 | $19M | 257k | 74.25 | |
| Middleby Corporation (MIDD) | 0.3 | $20M | 82k | 239.72 | |
| Cree | 0.3 | $19M | 308k | 62.52 | |
| Staples | 0.3 | $19M | 1.2M | 15.89 | |
| Roche Holding (RHHBY) | 0.3 | $19M | 264k | 70.05 | |
| VMware | 0.3 | $17M | 193k | 89.71 | |
| Wal-Mart Stores (WMT) | 0.3 | $16M | 197k | 78.69 | |
| Cisco Systems (CSCO) | 0.3 | $16M | 696k | 22.43 | |
| Target Corporation (TGT) | 0.3 | $16M | 246k | 63.27 | |
| Burberry Group Plc- (BURBY) | 0.3 | $15M | 299k | 50.22 | |
| Vanguard 500 Index Fd Sign | 0.2 | $8.8M | 63k | 140.71 | |
| Spdr S&p 500 Etf (SPY) | 0.1 | $4.8M | 26k | 184.69 | |
| Johnson & Johnson (JNJ) | 0.1 | $3.7M | 40k | 91.60 | |
| UnitedHealth (UNH) | 0.1 | $4.1M | 54k | 75.30 | |
| Whole Foods Market | 0.1 | $3.9M | 68k | 57.83 | |
| FedEx Corporation (FDX) | 0.1 | $3.1M | 21k | 143.76 | |
| Colgate-Palmolive Company (CL) | 0.1 | $3.1M | 48k | 65.22 | |
| Pepsi (PEP) | 0.1 | $3.4M | 41k | 82.95 | |
| Schlumberger (SLB) | 0.1 | $3.3M | 36k | 90.11 | |
| Illinois Tool Works (ITW) | 0.1 | $3.4M | 41k | 84.07 | |
| Apple (AAPL) | 0.1 | $2.5M | 4.4k | 561.02 | |
| Amazon (AMZN) | 0.1 | $2.9M | 7.3k | 398.73 | |
| iShares Russell 2000 Index (IWM) | 0.1 | $2.6M | 23k | 115.36 | |
| U.S. Bancorp (USB) | 0.0 | $2.2M | 55k | 40.41 | |
| Baxter International (BAX) | 0.0 | $2.4M | 35k | 69.55 | |
| General Electric Company | 0.0 | $2.0M | 70k | 28.03 | |
| Paychex (PAYX) | 0.0 | $2.3M | 51k | 45.53 | |
| Intel Corporation (INTC) | 0.0 | $2.2M | 85k | 25.96 | |
| Procter & Gamble Company (PG) | 0.0 | $2.4M | 29k | 81.41 | |
| iShares S&P 500 Index (IVV) | 0.0 | $2.0M | 11k | 185.62 | |
| Hormel Foods Corporation (HRL) | 0.0 | $2.5M | 55k | 45.17 | |
| Questar Corporation | 0.0 | $1.7M | 75k | 22.99 | |
| Vanguard 500 Index Fund mut (VFINX) | 0.0 | $1.4M | 8.4k | 170.34 | |
| CNO Financial (CNO) | 0.0 | $1.6M | 89k | 17.69 | |
| Fidelity Spartan 500 Index Fun | 0.0 | $1.7M | 27k | 65.49 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $499k | 4.9k | 101.28 | |
| Pfizer (PFE) | 0.0 | $426k | 14k | 30.66 | |
| Wells Fargo & Company (WFC) | 0.0 | $761k | 17k | 45.38 | |
| Bemis Company | 0.0 | $299k | 7.3k | 41.02 | |
| Koninklijke Philips Electronics NV (PHG) | 0.0 | $501k | 14k | 36.93 | |
| General Mills (GIS) | 0.0 | $381k | 7.6k | 49.91 | |
| International Business Machines (IBM) | 0.0 | $276k | 1.5k | 187.50 | |
| iShares Russell 1000 Value Index (IWD) | 0.0 | $303k | 3.2k | 94.19 | |
| iShares Russell 1000 Index (IWB) | 0.0 | $514k | 5.0k | 103.11 | |
| Qiagen | 0.0 | $342k | 14k | 23.82 | |
| iShares Russell 1000 Growth Index (IWF) | 0.0 | $500k | 5.8k | 86.01 | |
| iShares Russell Midcap Index Fund (IWR) | 0.0 | $502k | 3.3k | 150.03 | |
| Dodge & Cox Stk Fd Com mutual funds | 0.0 | $406k | 2.4k | 168.96 | |
| Rydex S&P 500 Pure Growth ETF | 0.0 | $492k | 7.0k | 70.33 | |
| Berkshire Hathaway (BRK.B) | 0.0 | $213k | 1.8k | 118.53 | |
| Boeing Company (BA) | 0.0 | $234k | 1.7k | 136.28 | |
| St. Jude Medical | 0.0 | $215k | 3.5k | 61.82 | |
| D Spectra Fund Inc Cl I mutual funds (ASPIX) | 0.0 | $249k | 14k | 17.64 | |
| Janus Invt Fd Entprise Fd Cl T (JAENX) | 0.0 | $210k | 2.6k | 81.52 | |
| Reckitt Benckiser- (RBGLY) | 0.0 | $180k | 11k | 15.90 | |
| Artisan Fds Inc Small Cap | 0.0 | $248k | 8.4k | 29.63 | |
| Rb All Cap Growth Fund Investo | 0.0 | $197k | 14k | 13.64 |
