Riverbridge Partners as of March 31, 2019
Portfolio Holdings for Riverbridge Partners
Riverbridge Partners holds 132 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ultimate Software | 3.1 | $162M | 490k | 330.13 | |
| Proto Labs (PRLB) | 3.0 | $152M | 1.4M | 105.14 | |
| HEICO Corporation (HEI) | 2.9 | $148M | 1.6M | 94.87 | |
| Ritchie Bros. Auctioneers Inco | 2.8 | $144M | 4.2M | 34.00 | |
| Grand Canyon Education (LOPE) | 2.8 | $143M | 1.2M | 114.51 | |
| Chemed Corp Com Stk (CHE) | 2.7 | $139M | 434k | 320.07 | |
| CoStar (CSGP) | 2.5 | $130M | 279k | 466.42 | |
| Five Below (FIVE) | 2.5 | $130M | 1.0M | 124.25 | |
| 2u (TWOU) | 2.4 | $124M | 1.7M | 70.85 | |
| National Instruments | 2.4 | $123M | 2.8M | 44.36 | |
| Veeva Sys Inc cl a (VEEV) | 2.2 | $114M | 895k | 126.86 | |
| Verisk Analytics (VRSK) | 2.1 | $110M | 823k | 133.00 | |
| Globant S A (GLOB) | 2.0 | $104M | 1.5M | 71.40 | |
| Healthcare Services (HCSG) | 2.0 | $104M | 3.1M | 32.99 | |
| Fastenal Company (FAST) | 2.0 | $103M | 1.6M | 64.31 | |
| Microsoft Corporation (MSFT) | 1.8 | $94M | 800k | 117.94 | |
| Ansys (ANSS) | 1.7 | $88M | 480k | 182.71 | |
| Rollins (ROL) | 1.7 | $86M | 2.1M | 41.62 | |
| Teladoc (TDOC) | 1.6 | $85M | 1.5M | 55.60 | |
| Bio-techne Corporation (TECH) | 1.6 | $84M | 424k | 198.55 | |
| PROS Holdings (PRO) | 1.6 | $82M | 1.9M | 42.24 | |
| Alarm Com Hldgs (ALRM) | 1.6 | $80M | 1.2M | 64.90 | |
| Gentex Corporation (GNTX) | 1.5 | $77M | 3.7M | 20.68 | |
| Paycom Software (PAYC) | 1.5 | $76M | 403k | 189.13 | |
| Ihs Markit | 1.5 | $76M | 1.4M | 54.38 | |
| Pluralsight Inc Cl A | 1.4 | $73M | 2.3M | 31.74 | |
| West Pharmaceutical Services (WST) | 1.3 | $67M | 607k | 110.20 | |
| Tyler Technologies (TYL) | 1.3 | $66M | 321k | 204.40 | |
| Blackline (BL) | 1.3 | $66M | 1.4M | 46.32 | |
| Paylocity Holding Corporation (PCTY) | 1.3 | $65M | 733k | 89.19 | |
| Fiserv (FI) | 1.2 | $64M | 723k | 88.28 | |
| Ecolab (ECL) | 1.2 | $63M | 355k | 176.54 | |
| Starbucks Corporation (SBUX) | 1.1 | $58M | 775k | 74.34 | |
| Amazon (AMZN) | 1.1 | $56M | 32k | 1780.75 | |
| salesforce (CRM) | 1.1 | $56M | 354k | 158.37 | |
| Analog Devices (ADI) | 1.0 | $53M | 502k | 105.27 | |
| SPS Commerce (SPSC) | 1.0 | $52M | 490k | 106.06 | |
| Pegasystems (PEGA) | 1.0 | $51M | 778k | 65.00 | |
| Workiva Inc equity us cm (WK) | 1.0 | $50M | 994k | 50.70 | |
| Neogen Corporation (NEOG) | 0.9 | $48M | 844k | 57.39 | |
| Guidewire Software (GWRE) | 0.9 | $47M | 485k | 97.16 | |
| International Flavors & Fragrances (IFF) | 0.9 | $46M | 358k | 128.79 | |
| Evolent Health (EVH) | 0.9 | $45M | 3.6M | 12.58 | |
| UnitedHealth (UNH) | 0.9 | $45M | 180k | 247.26 | |
| ExlService Holdings (EXLS) | 0.8 | $44M | 724k | 60.02 | |
| U.S. Physical Therapy (USPH) | 0.8 | $42M | 401k | 105.03 | |
| Pra (PRAA) | 0.8 | $39M | 1.5M | 26.81 | |
| Exponent (EXPO) | 0.8 | $38M | 666k | 57.72 | |
| Mobile Mini | 0.7 | $38M | 1.1M | 33.94 | |
| Maximus (MMS) | 0.7 | $38M | 531k | 70.98 | |
| Freshpet (FRPT) | 0.7 | $38M | 891k | 42.29 | |
| LKQ Corporation (LKQ) | 0.7 | $37M | 1.3M | 28.38 | |
| Chegg (CHGG) | 0.7 | $37M | 961k | 38.12 | |
| Wageworks | 0.7 | $35M | 922k | 37.76 | |
| AMN Healthcare Services (AMN) | 0.7 | $35M | 734k | 47.09 | |
| Acuity Brands (AYI) | 0.7 | $33M | 279k | 120.01 | |
| A. O. Smith Corporation (AOS) | 0.7 | $34M | 632k | 53.32 | |
| Floor & Decor Hldgs Inc cl a (FND) | 0.7 | $33M | 808k | 41.22 | |
| Godaddy Inc cl a (GDDY) | 0.6 | $32M | 426k | 75.19 | |
| Calavo Growers (CVGW) | 0.6 | $30M | 359k | 83.85 | |
| Visa (V) | 0.6 | $30M | 191k | 156.19 | |
| Lennox International (LII) | 0.6 | $30M | 112k | 264.40 | |
| Walgreen Boots Alliance (WBA) | 0.6 | $28M | 449k | 63.27 | |
| Linde | 0.5 | $28M | 158k | 175.93 | |
| Beacon Roofing Supply (BECN) | 0.5 | $27M | 844k | 32.16 | |
| Power Integrations (POWI) | 0.5 | $27M | 386k | 69.94 | |
| Verint Systems (VRNT) | 0.5 | $27M | 443k | 59.86 | |
| Heska Corporation | 0.5 | $27M | 311k | 85.12 | |
| Middleby Corporation (MIDD) | 0.5 | $26M | 197k | 130.03 | |
| HealthStream (HSTM) | 0.5 | $26M | 913k | 28.06 | |
| Cognex Corporation (CGNX) | 0.5 | $25M | 489k | 50.86 | |
| Netflix (NFLX) | 0.5 | $24M | 68k | 356.55 | |
| Dorman Products (DORM) | 0.5 | $24M | 273k | 88.09 | |
| Alphabet Inc Class A cs (GOOGL) | 0.5 | $24M | 20k | 1176.91 | |
| Henry Schein (HSIC) | 0.5 | $23M | 384k | 60.11 | |
| Snap-on Incorporated (SNA) | 0.4 | $22M | 141k | 156.52 | |
| Cabot Microelectronics Corporation | 0.4 | $22M | 196k | 111.96 | |
| Cantel Medical | 0.4 | $22M | 325k | 66.89 | |
| Roche Holding (RHHBY) | 0.4 | $22M | 634k | 34.43 | |
| 3M Company (MMM) | 0.4 | $21M | 102k | 207.78 | |
| Knight Swift Transn Hldgs (KNX) | 0.4 | $20M | 624k | 32.68 | |
| Alphabet Inc Class C cs (GOOG) | 0.4 | $19M | 17k | 1173.31 | |
| Watsco, Incorporated (WSO) | 0.4 | $18M | 128k | 143.21 | |
| WABCO Holdings | 0.4 | $19M | 142k | 131.83 | |
| Cass Information Systems (CASS) | 0.3 | $17M | 363k | 47.30 | |
| NVIDIA Corporation (NVDA) | 0.3 | $16M | 92k | 179.56 | |
| Orthopediatrics Corp. (KIDS) | 0.3 | $17M | 374k | 44.23 | |
| Reckitt Benckiser- (RBGLY) | 0.3 | $15M | 874k | 16.63 | |
| Trupanion (TRUP) | 0.3 | $14M | 422k | 32.74 | |
| Rb All Cap Growth Fund Instuti (RIVBX) | 0.2 | $12M | 575k | 20.07 | |
| Medtronic (MDT) | 0.2 | $11M | 120k | 91.08 | |
| Inovalon Holdings Inc Cl A | 0.2 | $10M | 822k | 12.43 | |
| Cisco Systems (CSCO) | 0.1 | $3.9M | 72k | 54.00 | |
| Pepsi (PEP) | 0.1 | $3.9M | 32k | 122.56 | |
| Vanguard 500 Index - Adm (VFIAX) | 0.1 | $4.3M | 16k | 261.59 | |
| Johnson & Johnson (JNJ) | 0.1 | $3.4M | 25k | 139.77 | |
| Equifax (EFX) | 0.1 | $3.2M | 27k | 118.51 | |
| Intel Corporation (INTC) | 0.1 | $3.2M | 60k | 53.70 | |
| Apple (AAPL) | 0.1 | $3.2M | 17k | 189.97 | |
| Vanguard 500 Index Fund mut (VFINX) | 0.1 | $3.3M | 13k | 261.57 | |
| Paychex (PAYX) | 0.1 | $2.6M | 32k | 80.19 | |
| Wal-Mart Stores (WMT) | 0.0 | $2.3M | 23k | 97.54 | |
| Colgate-Palmolive Company (CL) | 0.0 | $2.0M | 29k | 68.55 | |
| Procter & Gamble Company (PG) | 0.0 | $2.0M | 19k | 104.06 | |
| Rockwell Automation (ROK) | 0.0 | $2.2M | 13k | 175.43 | |
| Fidelity 500 Index Instl Premi (FXAIX) | 0.0 | $1.6M | 17k | 98.97 | |
| iShares Russell 2000 Growth Index (IWO) | 0.0 | $868k | 4.4k | 196.60 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $754k | 7.4k | 101.28 | |
| U.S. Bancorp (USB) | 0.0 | $416k | 8.6k | 48.16 | |
| Berkshire Hathaway (BRK.B) | 0.0 | $330k | 1.6k | 200.61 | |
| Coca-Cola Company (KO) | 0.0 | $267k | 5.7k | 46.81 | |
| Bristol Myers Squibb (BMY) | 0.0 | $278k | 5.8k | 47.73 | |
| Stryker Corporation (SYK) | 0.0 | $375k | 1.9k | 197.37 | |
| iShares S&P 500 Index (IVV) | 0.0 | $301k | 1.1k | 284.23 | |
| Oracle Corporation (ORCL) | 0.0 | $269k | 5.0k | 53.80 | |
| Illumina (ILMN) | 0.0 | $287k | 925.00 | 310.27 | |
| iShares Russell 2000 Index (IWM) | 0.0 | $572k | 3.7k | 153.06 | |
| iShares Russell 1000 Index (IWB) | 0.0 | $603k | 3.8k | 157.40 | |
| Dodge & Cox Stk Fd Com mutual funds | 0.0 | $334k | 1.8k | 183.62 | |
| Vanguard Extended Market ETF (VXF) | 0.0 | $765k | 6.6k | 115.44 | |
| SPDR Barclays Capital Convertible SecETF (CWB) | 0.0 | $261k | 5.0k | 52.20 | |
| iShares Russell 3000 Growth Index (IUSG) | 0.0 | $375k | 6.2k | 60.30 | |
| American Fd Growth Fund Of Ame (AGTHX) | 0.0 | $349k | 7.2k | 48.65 | |
| Ellie Mae | 0.0 | $452k | 4.6k | 98.65 | |
| Jp Morgan Tr Ii Lg Cap Gwth Fd fnd | 0.0 | $295k | 7.6k | 38.96 | |
| Rb All Cap Growth Fund Investo | 0.0 | $365k | 19k | 19.76 | |
| Nuveen Short Duration High Yie | 0.0 | $521k | 50k | 10.36 | |
| Wells Fargo & Company (WFC) | 0.0 | $224k | 4.6k | 48.40 | |
| Target Corporation (TGT) | 0.0 | $208k | 2.6k | 80.43 | |
| Third Avenue Real Estate Val (TAREX) | 0.0 | $231k | 8.0k | 28.73 | |
| Stone Ridge Reinsurance Risk P (SRRIX) | 0.0 | $88k | 11k | 8.20 | |
| Rb Eco Leaders Fund Institutio | 0.0 | $188k | 14k | 13.76 |
