Riverbridge Partners as of March 31, 2018
Portfolio Holdings for Riverbridge Partners
Riverbridge Partners holds 133 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Grand Canyon Education (LOPE) | 4.1 | $224M | 2.1M | 104.92 | |
| Proto Labs (PRLB) | 3.8 | $210M | 1.8M | 117.55 | |
| National Instruments | 3.1 | $170M | 3.4M | 50.57 | |
| Ultimate Software | 3.0 | $162M | 666k | 243.70 | |
| HEICO Corporation (HEI) | 2.9 | $160M | 1.8M | 86.81 | |
| Ritchie Bros. Auctioneers Inco | 2.9 | $158M | 5.0M | 31.47 | |
| Chemed Corp Com Stk (CHE) | 2.7 | $148M | 541k | 272.86 | |
| Five Below (FIVE) | 2.7 | $147M | 2.0M | 73.34 | |
| athenahealth | 2.5 | $135M | 942k | 143.03 | |
| Healthcare Services (HCSG) | 2.3 | $126M | 2.9M | 43.48 | |
| Gentex Corporation (GNTX) | 2.1 | $117M | 5.1M | 23.02 | |
| CoStar (CSGP) | 2.1 | $115M | 316k | 362.68 | |
| Veeva Sys Inc cl a (VEEV) | 2.0 | $109M | 1.5M | 73.02 | |
| Pra (PRAA) | 1.9 | $103M | 2.7M | 38.00 | |
| Fastenal Company (FAST) | 1.8 | $99M | 1.8M | 54.59 | |
| Verisk Analytics (VRSK) | 1.7 | $95M | 911k | 104.00 | |
| 2u (TWOU) | 1.6 | $88M | 1.0M | 84.03 | |
| Ansys (ANSS) | 1.6 | $87M | 554k | 156.69 | |
| PROS Holdings (PRO) | 1.5 | $84M | 2.5M | 33.01 | |
| Rollins (ROL) | 1.5 | $82M | 1.6M | 51.03 | |
| Globant S A (GLOB) | 1.5 | $81M | 1.6M | 51.54 | |
| Bio-techne Corporation (TECH) | 1.5 | $80M | 530k | 151.04 | |
| Microsoft Corporation (MSFT) | 1.4 | $78M | 857k | 91.27 | |
| Ihs Markit | 1.4 | $77M | 1.6M | 48.24 | |
| Beacon Roofing Supply (BECN) | 1.3 | $70M | 1.3M | 53.07 | |
| Maximus (MMS) | 1.3 | $69M | 1.0M | 66.74 | |
| Neogen Corporation (NEOG) | 1.2 | $68M | 1.0M | 66.99 | |
| Amazon (AMZN) | 1.2 | $67M | 46k | 1447.34 | |
| United Natural Foods (UNFI) | 1.2 | $67M | 1.6M | 42.94 | |
| Fiserv (FI) | 1.2 | $65M | 907k | 71.31 | |
| Pegasystems (PEGA) | 1.1 | $63M | 1.0M | 60.65 | |
| Knight Swift Transn Hldgs (KNX) | 1.1 | $60M | 1.3M | 46.01 | |
| Ellie Mae | 1.1 | $59M | 646k | 91.94 | |
| LKQ Corporation (LKQ) | 1.1 | $58M | 1.5M | 37.95 | |
| Mobile Mini | 1.0 | $55M | 1.3M | 43.50 | |
| Wageworks | 0.9 | $52M | 1.1M | 45.20 | |
| Tyler Technologies (TYL) | 0.9 | $52M | 245k | 210.96 | |
| ExlService Holdings (EXLS) | 0.9 | $50M | 901k | 55.77 | |
| Ecolab (ECL) | 0.9 | $50M | 361k | 137.07 | |
| Snap-on Incorporated (SNA) | 0.9 | $49M | 329k | 147.54 | |
| Starbucks Corporation (SBUX) | 0.9 | $48M | 826k | 57.89 | |
| Dorman Products (DORM) | 0.9 | $48M | 720k | 66.21 | |
| Mednax (MD) | 0.8 | $47M | 839k | 55.63 | |
| HealthStream (HSTM) | 0.8 | $47M | 1.9M | 24.83 | |
| Alarm Com Hldgs (ALRM) | 0.8 | $46M | 1.2M | 37.74 | |
| A. O. Smith Corporation (AOS) | 0.8 | $46M | 722k | 63.59 | |
| Acuity Brands (AYI) | 0.8 | $44M | 319k | 139.19 | |
| International Flavors & Fragrances (IFF) | 0.8 | $44M | 318k | 136.91 | |
| West Pharmaceutical Services (WST) | 0.8 | $43M | 489k | 88.29 | |
| UnitedHealth (UNH) | 0.8 | $42M | 196k | 214.00 | |
| Calavo Growers (CVGW) | 0.8 | $42M | 454k | 92.20 | |
| SPS Commerce (SPSC) | 0.8 | $42M | 650k | 64.07 | |
| salesforce (CRM) | 0.8 | $41M | 351k | 116.30 | |
| Evolent Health (EVH) | 0.7 | $40M | 2.8M | 14.25 | |
| Paylocity Holding Corporation (PCTY) | 0.7 | $36M | 697k | 51.23 | |
| Teladoc (TDOC) | 0.7 | $36M | 885k | 40.30 | |
| Blackline (BL) | 0.6 | $34M | 878k | 39.21 | |
| Exponent (EXPO) | 0.6 | $34M | 431k | 78.65 | |
| Power Integrations (POWI) | 0.6 | $32M | 471k | 68.35 | |
| Godaddy Inc cl a (GDDY) | 0.6 | $32M | 523k | 61.42 | |
| Workiva Inc equity us cm (WK) | 0.6 | $31M | 1.3M | 23.70 | |
| Heska Corporation | 0.6 | $31M | 388k | 79.07 | |
| Walgreen Boots Alliance (WBA) | 0.6 | $31M | 466k | 65.47 | |
| Analog Devices (ADI) | 0.6 | $30M | 330k | 91.13 | |
| Middleby Corporation (MIDD) | 0.5 | $30M | 238k | 123.79 | |
| Henry Schein (HSIC) | 0.5 | $29M | 432k | 67.21 | |
| Freshpet (FRPT) | 0.5 | $29M | 1.8M | 16.45 | |
| Watsco, Incorporated (WSO) | 0.5 | $29M | 158k | 180.97 | |
| U.S. Physical Therapy (USPH) | 0.5 | $28M | 340k | 81.30 | |
| Financial Engines | 0.5 | $28M | 789k | 35.00 | |
| Cabot Microelectronics Corporation | 0.5 | $26M | 246k | 107.11 | |
| Verint Systems (VRNT) | 0.5 | $25M | 588k | 42.60 | |
| 3M Company (MMM) | 0.5 | $25M | 112k | 219.52 | |
| Cisco Systems (CSCO) | 0.5 | $25M | 576k | 42.89 | |
| Praxair | 0.5 | $25M | 171k | 144.30 | |
| Visa (V) | 0.4 | $24M | 200k | 119.62 | |
| WABCO Holdings | 0.4 | $24M | 178k | 133.87 | |
| Cass Information Systems (CASS) | 0.4 | $23M | 385k | 59.51 | |
| Roche Holding (RHHBY) | 0.4 | $22M | 784k | 28.60 | |
| Alphabet Inc Class A cs (GOOGL) | 0.4 | $22M | 21k | 1037.12 | |
| Inovalon Holdings Inc Cl A | 0.4 | $20M | 1.9M | 10.60 | |
| Cheesecake Factory Incorporated (CAKE) | 0.4 | $20M | 410k | 48.22 | |
| Cognex Corporation (CGNX) | 0.4 | $20M | 376k | 51.99 | |
| Medtronic (MDT) | 0.3 | $19M | 237k | 80.22 | |
| Alphabet Inc Class C cs (GOOG) | 0.3 | $19M | 18k | 1031.77 | |
| Cerner Corporation | 0.3 | $17M | 295k | 58.00 | |
| Reckitt Benckiser- (RBGLY) | 0.3 | $16M | 962k | 16.93 | |
| Digi International (DGII) | 0.2 | $14M | 1.3M | 10.30 | |
| Diplomat Pharmacy | 0.2 | $12M | 604k | 20.15 | |
| InnerWorkings | 0.2 | $11M | 1.2M | 9.05 | |
| Rb All Cap Growth Fund Instuti (RIVBX) | 0.2 | $8.8M | 465k | 18.90 | |
| Apple (AAPL) | 0.1 | $7.2M | 43k | 167.78 | |
| Vanguard 500 Index - Adm (VFIAX) | 0.1 | $6.6M | 27k | 243.81 | |
| Johnson & Johnson (JNJ) | 0.1 | $3.6M | 28k | 128.13 | |
| Intel Corporation (INTC) | 0.1 | $3.6M | 70k | 52.09 | |
| Pepsi (PEP) | 0.1 | $4.0M | 37k | 109.16 | |
| Vanguard 500 Index Fund mut (VFINX) | 0.1 | $3.4M | 14k | 243.79 | |
| Colgate-Palmolive Company (CL) | 0.1 | $2.6M | 36k | 71.67 | |
| U.S. Bancorp (USB) | 0.0 | $2.2M | 43k | 50.50 | |
| Wal-Mart Stores (WMT) | 0.0 | $2.5M | 28k | 88.97 | |
| Paychex (PAYX) | 0.0 | $2.3M | 38k | 61.59 | |
| Procter & Gamble Company (PG) | 0.0 | $2.0M | 25k | 79.29 | |
| Schlumberger (SLB) | 0.0 | $2.4M | 37k | 64.78 | |
| Equifax (EFX) | 0.0 | $1.8M | 16k | 117.84 | |
| Cardinal Health (CAH) | 0.0 | $1.9M | 30k | 62.68 | |
| Cree | 0.0 | $1.9M | 46k | 40.31 | |
| Fidelity Spartan 500 Index Fun | 0.0 | $1.6M | 18k | 92.75 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $1.2M | 11k | 109.98 | |
| Target Corporation (TGT) | 0.0 | $1.2M | 17k | 69.44 | |
| Berkshire Hathaway (BRK.B) | 0.0 | $328k | 1.6k | 199.39 | |
| Spdr S&p 500 Etf (SPY) | 0.0 | $622k | 2.4k | 263.22 | |
| Bristol Myers Squibb (BMY) | 0.0 | $368k | 5.8k | 63.18 | |
| Wells Fargo & Company (WFC) | 0.0 | $353k | 6.7k | 52.44 | |
| Boeing Company (BA) | 0.0 | $278k | 849.00 | 327.44 | |
| Stryker Corporation (SYK) | 0.0 | $306k | 1.9k | 161.05 | |
| iShares S&P 500 Index (IVV) | 0.0 | $606k | 2.3k | 265.21 | |
| Patterson Companies (PDCO) | 0.0 | $707k | 32k | 22.24 | |
| Illinois Tool Works (ITW) | 0.0 | $317k | 2.0k | 156.85 | |
| Paccar (PCAR) | 0.0 | $380k | 5.7k | 66.17 | |
| iShares Russell 2000 Index (IWM) | 0.0 | $569k | 3.7k | 151.77 | |
| iShares Russell 1000 Index (IWB) | 0.0 | $572k | 3.9k | 146.82 | |
| Dodge & Cox Stk Fd Com mutual funds | 0.0 | $404k | 2.1k | 197.07 | |
| iShares Russell 3000 Growth Index (IUSG) | 0.0 | $282k | 5.2k | 54.69 | |
| American Fd Growth Fund Of Ame (AGTHX) | 0.0 | $421k | 8.3k | 51.00 | |
| Rb All Cap Growth Fund Investo | 0.0 | $496k | 27k | 18.64 | |
| Coca-Cola Company (KO) | 0.0 | $248k | 5.7k | 43.48 | |
| At&t (T) | 0.0 | $203k | 5.7k | 35.56 | |
| AGCO Corporation (AGCO) | 0.0 | $224k | 3.5k | 64.80 | |
| Oracle Corporation (ORCL) | 0.0 | $229k | 5.0k | 45.80 | |
| Illumina (ILMN) | 0.0 | $219k | 925.00 | 236.76 | |
| iShares Russell 2000 Growth Index (IWO) | 0.0 | $226k | 1.2k | 190.24 | |
| Jp Morgan Tr Ii Lg Cap Gwth Fd fnd | 0.0 | $260k | 6.6k | 39.56 | |
| Third Avenue Real Estate Val (TAREX) | 0.0 | $248k | 7.4k | 33.62 |
