Riverbridge Partners as of March 31, 2014
Portfolio Holdings for Riverbridge Partners
Riverbridge Partners holds 128 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cepheid | 4.5 | $251M | 4.9M | 51.58 | |
| Ultimate Software | 3.1 | $169M | 1.2M | 137.00 | |
| Portfolio Recovery Associates | 2.9 | $161M | 2.8M | 57.86 | |
| Ritchie Bros. Auctioneers Inco | 2.8 | $154M | 6.4M | 24.13 | |
| Mednax (MD) | 2.8 | $152M | 2.4M | 61.98 | |
| National Instruments | 2.6 | $144M | 5.0M | 28.69 | |
| Maximus (MMS) | 2.5 | $140M | 3.1M | 44.86 | |
| United Natural Foods (UNFI) | 2.5 | $139M | 2.0M | 70.92 | |
| Grand Canyon Education (LOPE) | 2.5 | $138M | 3.0M | 46.70 | |
| Gentex Corporation (GNTX) | 2.5 | $138M | 4.4M | 31.53 | |
| Chemed Corp Com Stk (CHE) | 2.5 | $138M | 1.5M | 89.45 | |
| DealerTrack Holdings | 2.3 | $127M | 2.6M | 49.19 | |
| Beacon Roofing Supply (BECN) | 2.2 | $124M | 3.2M | 38.66 | |
| Rollins (ROL) | 2.2 | $124M | 4.1M | 30.24 | |
| athenahealth | 2.1 | $116M | 723k | 160.24 | |
| CoStar (CSGP) | 2.1 | $114M | 611k | 186.74 | |
| Neogen Corporation (NEOG) | 2.0 | $113M | 2.5M | 44.95 | |
| Mobile Mini | 1.9 | $103M | 2.4M | 43.36 | |
| IPC The Hospitalist Company | 1.7 | $95M | 1.9M | 49.08 | |
| Proto Labs (PRLB) | 1.7 | $95M | 1.4M | 67.67 | |
| Advisory Board Company | 1.6 | $90M | 1.4M | 64.25 | |
| Linear Technology Corporation | 1.6 | $89M | 1.8M | 48.69 | |
| LKQ Corporation (LKQ) | 1.6 | $88M | 3.3M | 26.35 | |
| Stericycle (SRCL) | 1.5 | $85M | 743k | 113.62 | |
| Cabot Microelectronics Corporation | 1.5 | $85M | 1.9M | 44.00 | |
| Ihs | 1.5 | $84M | 689k | 121.50 | |
| Power Integrations (POWI) | 1.4 | $80M | 1.2M | 65.78 | |
| Techne Corporation | 1.4 | $77M | 904k | 85.37 | |
| MDU Resources (MDU) | 1.4 | $76M | 2.2M | 34.31 | |
| Semtech Corporation (SMTC) | 1.3 | $73M | 2.9M | 25.34 | |
| Fastenal Company (FAST) | 1.3 | $72M | 1.4M | 49.30 | |
| Abaxis | 1.2 | $69M | 1.8M | 38.88 | |
| SPS Commerce (SPSC) | 1.1 | $63M | 1.0M | 61.45 | |
| Roper Industries (ROP) | 1.1 | $63M | 471k | 133.51 | |
| Fiserv (FI) | 1.1 | $63M | 1.1M | 56.69 | |
| Cheesecake Factory Incorporated (CAKE) | 1.1 | $61M | 1.3M | 47.63 | |
| Bio-Reference Laboratories | 1.0 | $57M | 2.1M | 27.68 | |
| Five Below (FIVE) | 1.0 | $56M | 1.3M | 42.48 | |
| Channeladvisor | 1.0 | $56M | 1.5M | 37.74 | |
| Financial Engines | 1.0 | $55M | 1.1M | 50.78 | |
| Concur Technologies | 1.0 | $54M | 549k | 99.07 | |
| Stratasys (SSYS) | 0.9 | $51M | 477k | 106.09 | |
| Starbucks Corporation (SBUX) | 0.9 | $49M | 671k | 73.38 | |
| Verint Systems (VRNT) | 0.8 | $47M | 991k | 46.93 | |
| SciQuest | 0.8 | $45M | 1.7M | 27.01 | |
| Ecolab (ECL) | 0.8 | $45M | 413k | 107.99 | |
| Rockwood Holdings | 0.8 | $43M | 573k | 74.40 | |
| Microsoft Corporation (MSFT) | 0.8 | $41M | 1.0M | 40.99 | |
| Ansys (ANSS) | 0.8 | $41M | 536k | 77.02 | |
| Dorman Products (DORM) | 0.8 | $41M | 699k | 59.06 | |
| Medtronic | 0.7 | $41M | 669k | 61.54 | |
| Echo Global Logistics | 0.7 | $41M | 2.2M | 18.32 | |
| Tile Shop Hldgs (TTSH) | 0.7 | $40M | 2.6M | 15.45 | |
| Patterson Companies (PDCO) | 0.7 | $40M | 948k | 41.76 | |
| InnerWorkings | 0.7 | $39M | 5.0M | 7.66 | |
| Pegasystems (PEGA) | 0.7 | $37M | 1.1M | 35.32 | |
| Cass Information Systems (CASS) | 0.7 | $37M | 708k | 51.56 | |
| Roadrunner Transportation Services Hold. | 0.7 | $37M | 1.4M | 25.24 | |
| K12 | 0.6 | $35M | 1.5M | 22.65 | |
| Healthcare Services (HCSG) | 0.6 | $30M | 1.0M | 29.06 | |
| Forward Air Corporation (FWRD) | 0.5 | $29M | 620k | 46.11 | |
| Digi International (DGII) | 0.5 | $28M | 2.8M | 10.15 | |
| Praxair | 0.5 | $26M | 202k | 130.97 | |
| Middleby Corporation (MIDD) | 0.5 | $26M | 100k | 264.21 | |
| Kinder Morgan Management | 0.5 | $26M | 356k | 71.67 | |
| 0.4 | $24M | 22k | 1114.52 | ||
| Ebix (EBIXQ) | 0.4 | $24M | 1.4M | 17.07 | |
| Fresh Market | 0.4 | $23M | 683k | 33.60 | |
| Qualcomm (QCOM) | 0.4 | $21M | 272k | 78.86 | |
| VMware | 0.4 | $22M | 199k | 108.02 | |
| Johnson Controls | 0.4 | $21M | 445k | 47.32 | |
| Tupperware Brands Corporation | 0.4 | $21M | 245k | 83.76 | |
| Roche Holding (RHHBY) | 0.4 | $20M | 543k | 37.50 | |
| 3M Company (MMM) | 0.3 | $19M | 142k | 135.66 | |
| Cree | 0.3 | $19M | 332k | 56.56 | |
| Perrigo Company (PRGO) | 0.3 | $17M | 112k | 154.66 | |
| Cisco Systems (CSCO) | 0.3 | $16M | 722k | 22.42 | |
| Wal-Mart Stores (WMT) | 0.3 | $16M | 203k | 76.43 | |
| Target Corporation (TGT) | 0.3 | $15M | 253k | 60.51 | |
| Burberry Group Plc- (BURBY) | 0.3 | $14M | 309k | 46.51 | |
| Staples | 0.2 | $14M | 1.2M | 11.34 | |
| Vanguard 500 Index Fd Sign | 0.2 | $9.0M | 63k | 142.61 | |
| UnitedHealth (UNH) | 0.1 | $5.4M | 65k | 81.99 | |
| Johnson & Johnson (JNJ) | 0.1 | $3.9M | 40k | 98.23 | |
| Spdr S&p 500 Etf (SPY) | 0.1 | $3.9M | 21k | 187.02 | |
| Whole Foods Market | 0.1 | $4.0M | 79k | 50.71 | |
| Colgate-Palmolive Company (CL) | 0.1 | $3.1M | 47k | 64.88 | |
| Pepsi (PEP) | 0.1 | $3.4M | 41k | 83.51 | |
| Schlumberger (SLB) | 0.1 | $3.5M | 36k | 97.51 | |
| Illinois Tool Works (ITW) | 0.1 | $3.3M | 41k | 81.32 | |
| Amazon (AMZN) | 0.1 | $3.0M | 9.0k | 336.39 | |
| FedEx Corporation (FDX) | 0.1 | $2.8M | 21k | 132.55 | |
| U.S. Bancorp (USB) | 0.0 | $2.0M | 46k | 42.86 | |
| Paychex (PAYX) | 0.0 | $2.2M | 51k | 42.59 | |
| Intel Corporation (INTC) | 0.0 | $2.2M | 84k | 25.82 | |
| Apple (AAPL) | 0.0 | $2.4M | 4.4k | 536.75 | |
| Procter & Gamble Company (PG) | 0.0 | $2.4M | 29k | 80.60 | |
| Baxter International (BAX) | 0.0 | $1.6M | 22k | 73.58 | |
| General Electric Company | 0.0 | $1.8M | 71k | 25.88 | |
| iShares Russell 2000 Index (IWM) | 0.0 | $1.4M | 12k | 116.34 | |
| Hormel Foods Corporation (HRL) | 0.0 | $1.6M | 34k | 49.27 | |
| Questar Corporation | 0.0 | $1.8M | 76k | 23.78 | |
| Vanguard 500 Index Fund mut (VFINX) | 0.0 | $1.4M | 8.3k | 172.58 | |
| CNO Financial (CNO) | 0.0 | $1.6M | 89k | 18.10 | |
| Fidelity Spartan 500 Index Fun | 0.0 | $1.8M | 26k | 66.66 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $472k | 4.8k | 97.62 | |
| Pfizer (PFE) | 0.0 | $446k | 14k | 32.10 | |
| Wells Fargo & Company (WFC) | 0.0 | $751k | 15k | 49.74 | |
| Koninklijke Philips Electronics NV (PHG) | 0.0 | $332k | 9.4k | 35.18 | |
| General Mills (GIS) | 0.0 | $396k | 7.6k | 51.87 | |
| iShares Russell 1000 Value Index (IWD) | 0.0 | $314k | 3.3k | 96.56 | |
| iShares S&P 500 Index (IVV) | 0.0 | $460k | 2.4k | 188.06 | |
| Paccar (PCAR) | 0.0 | $634k | 9.4k | 67.45 | |
| iShares Russell 1000 Index (IWB) | 0.0 | $549k | 5.2k | 104.79 | |
| Qiagen | 0.0 | $655k | 31k | 21.09 | |
| iShares Russell 1000 Growth Index (IWF) | 0.0 | $503k | 5.8k | 86.53 | |
| iShares Russell Midcap Index Fund (IWR) | 0.0 | $517k | 3.3k | 154.79 | |
| Dodge & Cox Stk Fd Com mutual funds | 0.0 | $416k | 2.4k | 172.04 | |
| Rydex S&P 500 Pure Growth ETF | 0.0 | $512k | 7.0k | 73.18 | |
| Berkshire Hathaway (BRK.B) | 0.0 | $225k | 1.8k | 125.21 | |
| Boeing Company (BA) | 0.0 | $215k | 1.7k | 125.22 | |
| Bemis Company | 0.0 | $252k | 6.4k | 39.26 | |
| Oracle Corporation (ORCL) | 0.0 | $205k | 5.0k | 41.00 | |
| St. Jude Medical | 0.0 | $227k | 3.5k | 65.27 | |
| 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 | $215k | 2.6k | 83.46 | |
| Artisan Fds Inc Small Cap | 0.0 | $248k | 8.4k | 29.63 | |
| Rb All Cap Growth Fund Investo | 0.0 | $198k | 14k | 13.71 |
