Riverbridge Partners as of Sept. 30, 2018
Portfolio Holdings for Riverbridge Partners
Riverbridge Partners holds 131 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Proto Labs (PRLB) | 4.5 | $272M | 1.7M | 161.75 | |
| Ultimate Software | 3.0 | $181M | 562k | 322.19 | |
| Ritchie Bros. Auctioneers Inco | 2.9 | $170M | 4.7M | 36.13 | |
| HEICO Corporation (HEI) | 2.7 | $162M | 1.7M | 92.61 | |
| Grand Canyon Education (LOPE) | 2.6 | $156M | 1.4M | 112.80 | |
| Chemed Corp Com Stk (CHE) | 2.6 | $156M | 490k | 319.58 | |
| Five Below (FIVE) | 2.6 | $155M | 1.2M | 130.06 | |
| National Instruments | 2.5 | $152M | 3.2M | 48.33 | |
| Healthcare Services (HCSG) | 2.4 | $142M | 3.5M | 40.62 | |
| CoStar (CSGP) | 2.1 | $124M | 296k | 420.84 | |
| athenahealth | 2.0 | $118M | 885k | 133.60 | |
| Veeva Sys Inc cl a (VEEV) | 1.8 | $107M | 982k | 108.87 | |
| Verisk Analytics (VRSK) | 1.8 | $105M | 871k | 120.55 | |
| Gentex Corporation (GNTX) | 1.7 | $102M | 4.8M | 21.46 | |
| Bio-techne Corporation (TECH) | 1.7 | $101M | 496k | 204.11 | |
| Fastenal Company (FAST) | 1.7 | $100M | 1.7M | 58.02 | |
| Globant S A (GLOB) | 1.7 | $99M | 1.7M | 58.99 | |
| Ansys (ANSS) | 1.6 | $97M | 521k | 186.68 | |
| Evolent Health (EVH) | 1.6 | $98M | 3.4M | 28.40 | |
| Microsoft Corporation (MSFT) | 1.5 | $92M | 801k | 114.37 | |
| Pra (PRAA) | 1.5 | $92M | 2.5M | 36.00 | |
| Rollins (ROL) | 1.5 | $90M | 1.5M | 60.69 | |
| Alarm Com Hldgs (ALRM) | 1.5 | $87M | 1.5M | 57.40 | |
| Tyler Technologies (TYL) | 1.4 | $85M | 347k | 245.06 | |
| PROS Holdings (PRO) | 1.4 | $84M | 2.4M | 35.02 | |
| West Pharmaceutical Services (WST) | 1.3 | $80M | 648k | 123.47 | |
| Ihs Markit | 1.3 | $80M | 1.5M | 53.96 | |
| 2u | 1.2 | $74M | 983k | 75.19 | |
| Paylocity Holding Corporation (PCTY) | 1.2 | $73M | 905k | 80.32 | |
| Teladoc (TDOC) | 1.2 | $72M | 839k | 86.35 | |
| Paycom Software (PAYC) | 1.1 | $68M | 439k | 155.41 | |
| Neogen Corporation (NEOG) | 1.1 | $68M | 945k | 71.53 | |
| Amazon (AMZN) | 1.1 | $64M | 32k | 2002.99 | |
| Maximus (MMS) | 1.1 | $63M | 973k | 65.06 | |
| Beacon Roofing Supply (BECN) | 1.0 | $62M | 1.7M | 36.19 | |
| Pegasystems (PEGA) | 1.0 | $60M | 963k | 62.60 | |
| SPS Commerce (SPSC) | 1.0 | $60M | 607k | 99.24 | |
| Fiserv (FI) | 1.0 | $59M | 720k | 82.38 | |
| Mobile Mini | 1.0 | $58M | 1.3M | 43.85 | |
| Ellie Mae | 1.0 | $57M | 606k | 94.77 | |
| Snap-on Incorporated (SNA) | 0.9 | $57M | 308k | 183.60 | |
| U.S. Physical Therapy (USPH) | 0.9 | $56M | 474k | 118.60 | |
| ExlService Holdings (EXLS) | 0.9 | $56M | 852k | 66.20 | |
| Ecolab (ECL) | 0.9 | $56M | 355k | 156.78 | |
| International Flavors & Fragrances (IFF) | 0.9 | $54M | 390k | 139.12 | |
| salesforce (CRM) | 0.9 | $52M | 330k | 159.03 | |
| Workiva Inc equity us cm (WK) | 0.8 | $49M | 1.2M | 39.50 | |
| UnitedHealth (UNH) | 0.8 | $47M | 177k | 266.04 | |
| AMN Healthcare Services (AMN) | 0.8 | $47M | 859k | 54.70 | |
| Acuity Brands (AYI) | 0.8 | $47M | 299k | 157.20 | |
| Blackline (BL) | 0.8 | $47M | 827k | 56.47 | |
| Wageworks | 0.8 | $46M | 1.1M | 42.75 | |
| LKQ Corporation (LKQ) | 0.8 | $45M | 1.4M | 31.67 | |
| Starbucks Corporation (SBUX) | 0.7 | $44M | 774k | 56.84 | |
| Exponent (EXPO) | 0.7 | $44M | 819k | 53.60 | |
| Dorman Products (DORM) | 0.7 | $43M | 561k | 76.92 | |
| Heska Corporation | 0.7 | $42M | 368k | 113.31 | |
| Knight Swift Transn Hldgs (KNX) | 0.7 | $42M | 1.2M | 34.48 | |
| Calavo Growers (CVGW) | 0.7 | $41M | 428k | 96.60 | |
| Godaddy Inc cl a (GDDY) | 0.7 | $41M | 493k | 83.39 | |
| Freshpet (FRPT) | 0.7 | $39M | 1.1M | 36.70 | |
| Mednax (MD) | 0.6 | $37M | 787k | 46.66 | |
| A. O. Smith Corporation (AOS) | 0.6 | $36M | 676k | 53.37 | |
| Henry Schein (HSIC) | 0.6 | $35M | 408k | 85.03 | |
| HealthStream (HSTM) | 0.6 | $34M | 1.1M | 31.01 | |
| Walgreen Boots Alliance (WBA) | 0.6 | $33M | 455k | 72.90 | |
| Chegg (CHGG) | 0.5 | $32M | 1.1M | 28.43 | |
| Cognex Corporation (CGNX) | 0.5 | $32M | 571k | 55.82 | |
| Analog Devices (ADI) | 0.5 | $29M | 310k | 92.46 | |
| Middleby Corporation (MIDD) | 0.5 | $29M | 222k | 129.35 | |
| Floor & Decor Hldgs Inc cl a (FND) | 0.5 | $29M | 953k | 30.17 | |
| Power Integrations (POWI) | 0.5 | $28M | 448k | 63.20 | |
| Visa (V) | 0.5 | $28M | 188k | 150.09 | |
| Lennox International (LII) | 0.5 | $28M | 127k | 218.40 | |
| Verint Systems (VRNT) | 0.5 | $28M | 550k | 50.10 | |
| Watsco, Incorporated (WSO) | 0.4 | $26M | 148k | 178.10 | |
| Praxair | 0.4 | $26M | 160k | 160.73 | |
| NVIDIA Corporation (NVDA) | 0.4 | $24M | 86k | 281.02 | |
| Cabot Microelectronics Corporation | 0.4 | $24M | 233k | 103.17 | |
| Cass Information Systems (CASS) | 0.4 | $24M | 363k | 65.12 | |
| Alphabet Inc Class A cs (GOOGL) | 0.4 | $24M | 20k | 1207.10 | |
| Netflix (NFLX) | 0.4 | $24M | 63k | 374.12 | |
| Medtronic (MDT) | 0.4 | $23M | 237k | 98.37 | |
| 3M Company (MMM) | 0.4 | $22M | 103k | 210.71 | |
| Cheesecake Factory Incorporated (CAKE) | 0.3 | $21M | 385k | 53.54 | |
| WABCO Holdings | 0.3 | $20M | 165k | 117.94 | |
| Alphabet Inc Class C cs (GOOG) | 0.3 | $20M | 17k | 1193.48 | |
| Roche Holding (RHHBY) | 0.3 | $19M | 634k | 30.42 | |
| Trupanion (TRUP) | 0.3 | $18M | 498k | 35.73 | |
| Reckitt Benckiser- (RBGLY) | 0.3 | $16M | 883k | 18.30 | |
| Digi International (DGII) | 0.3 | $16M | 1.2M | 13.45 | |
| Rb All Cap Growth Fund Instuti (RIVBX) | 0.2 | $11M | 482k | 22.06 | |
| Inovalon Holdings Inc Cl A | 0.2 | $9.8M | 977k | 10.05 | |
| Vanguard 500 Index - Adm (VFIAX) | 0.1 | $7.3M | 27k | 269.10 | |
| Cisco Systems (CSCO) | 0.1 | $5.1M | 104k | 48.65 | |
| Apple (AAPL) | 0.1 | $4.0M | 18k | 225.73 | |
| Johnson & Johnson (JNJ) | 0.1 | $3.6M | 26k | 138.19 | |
| Pepsi (PEP) | 0.1 | $3.7M | 33k | 111.81 | |
| Vanguard 500 Index Fund mut (VFINX) | 0.1 | $3.7M | 14k | 269.08 | |
| Intel Corporation (INTC) | 0.1 | $3.0M | 64k | 47.29 | |
| Wal-Mart Stores (WMT) | 0.0 | $2.4M | 25k | 93.90 | |
| Paychex (PAYX) | 0.0 | $2.5M | 34k | 73.65 | |
| Colgate-Palmolive Company (CL) | 0.0 | $2.2M | 33k | 66.95 | |
| Equifax (EFX) | 0.0 | $1.9M | 15k | 130.56 | |
| Procter & Gamble Company (PG) | 0.0 | $1.9M | 23k | 83.23 | |
| Schlumberger (SLB) | 0.0 | $2.1M | 34k | 60.93 | |
| Fidelity Spartan 500 Index Fun | 0.0 | $1.8M | 18k | 102.26 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $1.2M | 11k | 112.81 | |
| Cardinal Health (CAH) | 0.0 | $1.5M | 27k | 54.01 | |
| Cerner Corporation | 0.0 | $909k | 14k | 64.40 | |
| U.S. Bancorp (USB) | 0.0 | $519k | 9.8k | 52.79 | |
| Berkshire Hathaway (BRK.B) | 0.0 | $352k | 1.6k | 213.98 | |
| Bristol Myers Squibb (BMY) | 0.0 | $362k | 5.8k | 62.15 | |
| Wells Fargo & Company (WFC) | 0.0 | $354k | 6.7k | 52.59 | |
| Stryker Corporation (SYK) | 0.0 | $338k | 1.9k | 177.89 | |
| iShares S&P 500 Index (IVV) | 0.0 | $551k | 1.9k | 292.93 | |
| Illumina (ILMN) | 0.0 | $340k | 925.00 | 367.57 | |
| iShares Russell 2000 Index (IWM) | 0.0 | $713k | 4.2k | 168.44 | |
| iShares Russell 1000 Index (IWB) | 0.0 | $619k | 3.8k | 161.70 | |
| iShares Russell 2000 Growth Index (IWO) | 0.0 | $651k | 3.0k | 215.14 | |
| Dodge & Cox Stk Fd Com mutual funds | 0.0 | $416k | 1.9k | 214.43 | |
| Vanguard Extended Market ETF (VXF) | 0.0 | $621k | 5.1k | 122.56 | |
| American Fd Growth Fund Of Ame (AGTHX) | 0.0 | $468k | 8.3k | 56.69 | |
| Jp Morgan Tr Ii Lg Cap Gwth Fd fnd | 0.0 | $304k | 6.6k | 46.26 | |
| Rb All Cap Growth Fund Investo | 0.0 | $792k | 36k | 21.76 | |
| Coca-Cola Company (KO) | 0.0 | $263k | 5.7k | 46.11 | |
| AGCO Corporation (AGCO) | 0.0 | $210k | 3.5k | 60.75 | |
| Target Corporation (TGT) | 0.0 | $228k | 2.6k | 88.17 | |
| Oracle Corporation (ORCL) | 0.0 | $258k | 5.0k | 51.60 | |
| Third Avenue Real Estate Val (TAREX) | 0.0 | $234k | 7.4k | 31.72 | |
| Rb Eco Leaders Fund Institutio | 0.0 | $190k | 12k | 15.96 |
