Riverbridge Partners as of June 30, 2019
Portfolio Holdings for Riverbridge Partners
Riverbridge Partners holds 136 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Proto Labs (PRLB) | 3.1 | $162M | 1.4M | 116.02 | |
| CoStar (CSGP) | 2.8 | $147M | 266k | 554.06 | |
| Globant S A (GLOB) | 2.7 | $142M | 1.4M | 101.05 | |
| Grand Canyon Education (LOPE) | 2.6 | $140M | 1.2M | 117.02 | |
| Ritchie Bros. Auctioneers Inco | 2.6 | $135M | 4.1M | 33.22 | |
| Chemed Corp Com Stk (CHE) | 2.5 | $134M | 373k | 360.84 | |
| HEICO Corporation (HEI) | 2.4 | $129M | 966k | 133.81 | |
| Five Below (FIVE) | 2.3 | $120M | 1.0M | 120.02 | |
| PROS Holdings (PRO) | 2.2 | $117M | 1.8M | 63.26 | |
| Teladoc (TDOC) | 2.2 | $117M | 1.8M | 66.41 | |
| Veeva Sys Inc cl a (VEEV) | 2.2 | $116M | 714k | 162.11 | |
| Verisk Analytics (VRSK) | 2.2 | $115M | 785k | 146.46 | |
| National Instruments | 2.1 | $112M | 2.7M | 41.99 | |
| Microsoft Corporation (MSFT) | 2.0 | $107M | 796k | 133.96 | |
| Blackline (BL) | 1.9 | $102M | 1.9M | 53.51 | |
| Fastenal Company (FAST) | 1.9 | $100M | 3.1M | 32.59 | |
| Healthcare Services (HCSG) | 1.8 | $94M | 3.1M | 30.32 | |
| Ansys (ANSS) | 1.8 | $93M | 455k | 204.82 | |
| Gentex Corporation (GNTX) | 1.7 | $88M | 3.6M | 24.61 | |
| Tyler Technologies (TYL) | 1.7 | $88M | 407k | 216.02 | |
| Paycom Software (PAYC) | 1.7 | $88M | 386k | 226.72 | |
| Ihs Markit | 1.6 | $85M | 1.3M | 63.72 | |
| Bio-techne Corporation (TECH) | 1.6 | $83M | 399k | 208.49 | |
| Amedisys (AMED) | 1.5 | $81M | 663k | 121.41 | |
| Pegasystems (PEGA) | 1.4 | $76M | 1.1M | 71.21 | |
| Rollins (ROL) | 1.4 | $75M | 2.1M | 35.87 | |
| Pluralsight Inc Cl A | 1.4 | $75M | 2.5M | 30.32 | |
| West Pharmaceutical Services (WST) | 1.4 | $73M | 582k | 125.15 | |
| Ecolab (ECL) | 1.3 | $70M | 354k | 197.44 | |
| Neogen Corporation (NEOG) | 1.2 | $66M | 1.1M | 62.11 | |
| Fiserv (FI) | 1.2 | $66M | 721k | 91.16 | |
| Paylocity Holding Corporation (PCTY) | 1.2 | $65M | 696k | 93.82 | |
| Starbucks Corporation (SBUX) | 1.2 | $65M | 772k | 83.83 | |
| Alarm Com Hldgs (ALRM) | 1.2 | $64M | 1.2M | 53.50 | |
| 2u (TWOU) | 1.2 | $63M | 1.7M | 37.64 | |
| Amazon (AMZN) | 1.1 | $60M | 32k | 1893.64 | |
| Analog Devices (ADI) | 1.1 | $57M | 508k | 112.87 | |
| Workiva Inc equity us cm (WK) | 1.1 | $57M | 976k | 58.09 | |
| salesforce (CRM) | 1.0 | $54M | 354k | 151.73 | |
| International Flavors & Fragrances (IFF) | 0.9 | $49M | 340k | 145.09 | |
| SPS Commerce (SPSC) | 0.9 | $49M | 482k | 102.21 | |
| AMN Healthcare Services (AMN) | 0.9 | $48M | 887k | 54.25 | |
| U.S. Physical Therapy (USPH) | 0.9 | $48M | 388k | 122.57 | |
| Guidewire Software (GWRE) | 0.9 | $47M | 467k | 101.38 | |
| Acuity Brands (AYI) | 0.9 | $46M | 330k | 137.91 | |
| ExlService Holdings (EXLS) | 0.8 | $45M | 683k | 66.13 | |
| UnitedHealth (UNH) | 0.8 | $44M | 180k | 244.01 | |
| A. O. Smith Corporation (AOS) | 0.8 | $43M | 918k | 47.16 | |
| Pra (PRAA) | 0.7 | $39M | 1.4M | 28.14 | |
| Chegg (CHGG) | 0.7 | $36M | 933k | 38.59 | |
| Maximus (MMS) | 0.7 | $36M | 489k | 72.54 | |
| Calavo Growers (CVGW) | 0.6 | $34M | 348k | 96.74 | |
| Exponent (EXPO) | 0.6 | $34M | 580k | 58.54 | |
| Visa (V) | 0.6 | $33M | 191k | 173.55 | |
| Mobile Mini | 0.6 | $33M | 1.1M | 30.43 | |
| LKQ Corporation (LKQ) | 0.6 | $33M | 1.2M | 26.61 | |
| Floor & Decor Hldgs Inc cl a (FND) | 0.6 | $33M | 785k | 41.90 | |
| National Vision Hldgs (EYE) | 0.6 | $31M | 1.0M | 30.73 | |
| Linde | 0.6 | $31M | 156k | 200.80 | |
| Beacon Roofing Supply (BECN) | 0.6 | $30M | 817k | 36.72 | |
| Freshpet (FRPT) | 0.6 | $30M | 666k | 45.51 | |
| Danaher Corporation (DHR) | 0.6 | $30M | 208k | 142.92 | |
| Lennox International (LII) | 0.5 | $28M | 103k | 275.00 | |
| Five9 (FIVN) | 0.5 | $28M | 549k | 51.29 | |
| Power Integrations (POWI) | 0.5 | $27M | 337k | 80.18 | |
| Godaddy Inc cl a (GDDY) | 0.5 | $27M | 388k | 70.15 | |
| Evolent Health (EVH) | 0.5 | $27M | 3.4M | 7.95 | |
| Henry Schein (HSIC) | 0.5 | $26M | 368k | 69.90 | |
| Cantel Medical | 0.5 | $26M | 319k | 80.64 | |
| Descartes Sys Grp (DSGX) | 0.5 | $26M | 704k | 36.95 | |
| Heska Corporation | 0.5 | $26M | 301k | 85.17 | |
| Netflix (NFLX) | 0.5 | $25M | 68k | 367.31 | |
| Dorman Products (DORM) | 0.4 | $23M | 265k | 87.14 | |
| Verint Systems (VRNT) | 0.4 | $23M | 435k | 53.78 | |
| HealthStream (HSTM) | 0.4 | $23M | 884k | 25.86 | |
| Aspen Technology | 0.4 | $22M | 178k | 124.28 | |
| Roche Holding (RHHBY) | 0.4 | $22M | 632k | 35.21 | |
| Snap-on Incorporated (SNA) | 0.4 | $21M | 129k | 165.64 | |
| Middleby Corporation (MIDD) | 0.4 | $22M | 159k | 135.70 | |
| Alphabet Inc Class A cs (GOOGL) | 0.4 | $22M | 20k | 1082.80 | |
| Cabot Microelectronics Corporation | 0.4 | $21M | 190k | 110.08 | |
| Cognex Corporation (CGNX) | 0.4 | $21M | 443k | 47.98 | |
| Knight Swift Transn Hldgs (KNX) | 0.4 | $20M | 604k | 32.84 | |
| Watsco, Incorporated (WSO) | 0.4 | $19M | 117k | 163.53 | |
| Inogen (INGN) | 0.3 | $19M | 279k | 66.76 | |
| 3M Company (MMM) | 0.3 | $18M | 101k | 173.34 | |
| Alphabet Inc Class C cs (GOOG) | 0.3 | $18M | 16k | 1080.93 | |
| Cass Information Systems (CASS) | 0.3 | $17M | 350k | 48.48 | |
| NVIDIA Corporation (NVDA) | 0.3 | $15M | 92k | 164.23 | |
| Trupanion (TRUP) | 0.3 | $15M | 410k | 36.13 | |
| Orthopediatrics Corp. (KIDS) | 0.3 | $14M | 363k | 39.00 | |
| Rb All Cap Growth Fund Instuti (RIVBX) | 0.2 | $12M | 584k | 21.32 | |
| Inovalon Holdings Inc Cl A | 0.2 | $11M | 784k | 14.51 | |
| Cisco Systems (CSCO) | 0.1 | $5.4M | 98k | 54.73 | |
| Pepsi (PEP) | 0.1 | $4.2M | 32k | 131.13 | |
| Vanguard 500 Index - Adm (VFIAX) | 0.1 | $4.4M | 16k | 271.42 | |
| Equifax (EFX) | 0.1 | $3.7M | 27k | 135.25 | |
| Vanguard 500 Index Fund mut (VFINX) | 0.1 | $3.5M | 13k | 271.44 | |
| Johnson & Johnson (JNJ) | 0.1 | $3.4M | 24k | 139.27 | |
| Apple (AAPL) | 0.1 | $3.2M | 16k | 197.95 | |
| Medtronic (MDT) | 0.1 | $3.2M | 33k | 97.39 | |
| Wal-Mart Stores (WMT) | 0.1 | $2.6M | 23k | 110.48 | |
| Paychex (PAYX) | 0.1 | $2.5M | 31k | 82.28 | |
| Intel Corporation (INTC) | 0.1 | $2.8M | 59k | 47.87 | |
| Colgate-Palmolive Company (CL) | 0.0 | $2.1M | 29k | 71.67 | |
| Procter & Gamble Company (PG) | 0.0 | $2.0M | 18k | 109.65 | |
| Associated Banc- (ASB) | 0.0 | $1.9M | 90k | 21.14 | |
| Rockwell Automation (ROK) | 0.0 | $2.1M | 13k | 163.80 | |
| Reckitt Benckiser- (RBGLY) | 0.0 | $1.8M | 116k | 15.82 | |
| Fidelity 500 Index Instl Premi (FXAIX) | 0.0 | $1.5M | 14k | 102.68 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $832k | 7.4k | 111.75 | |
| Abbott Laboratories (ABT) | 0.0 | $1.3M | 15k | 84.10 | |
| U.S. Bancorp (USB) | 0.0 | $453k | 8.6k | 52.45 | |
| Berkshire Hathaway (BRK.B) | 0.0 | $351k | 1.6k | 213.37 | |
| Coca-Cola Company (KO) | 0.0 | $290k | 5.7k | 50.84 | |
| Stryker Corporation (SYK) | 0.0 | $391k | 1.9k | 205.79 | |
| iShares S&P 500 Index (IVV) | 0.0 | $326k | 1.1k | 295.02 | |
| Oracle Corporation (ORCL) | 0.0 | $285k | 5.0k | 57.00 | |
| Illumina (ILMN) | 0.0 | $434k | 1.2k | 368.11 | |
| iShares Russell 2000 Index (IWM) | 0.0 | $572k | 3.7k | 155.48 | |
| iShares Russell 1000 Index (IWB) | 0.0 | $614k | 3.8k | 162.86 | |
| iShares Russell 2000 Growth Index (IWO) | 0.0 | $588k | 2.9k | 200.89 | |
| Dodge & Cox Stk Fd Com mutual funds | 0.0 | $325k | 1.7k | 187.21 | |
| iShares Russell 3000 Growth Index (IUSG) | 0.0 | $277k | 4.4k | 62.67 | |
| American Fd Growth Fund Of Ame (AGTHX) | 0.0 | $361k | 7.2k | 50.33 | |
| Jp Morgan Tr Ii Lg Cap Gwth Fd fnd | 0.0 | $317k | 7.6k | 41.87 | |
| Wageworks | 0.0 | $477k | 9.4k | 50.76 | |
| American Express Company (AXP) | 0.0 | $216k | 1.8k | 123.43 | |
| Bristol Myers Squibb (BMY) | 0.0 | $264k | 5.8k | 45.32 | |
| Wells Fargo & Company (WFC) | 0.0 | $219k | 4.6k | 47.32 | |
| Target Corporation (TGT) | 0.0 | $224k | 2.6k | 86.62 | |
| SPDR Barclays Capital Convertible SecETF (CWB) | 0.0 | $264k | 5.0k | 52.80 | |
| Third Avenue Real Estate Val (TAREX) | 0.0 | $224k | 8.0k | 27.86 | |
| Rb All Cap Growth Fund Investo | 0.0 | $221k | 11k | 20.98 | |
| Rb Eco Leaders Fund Institutio | 0.0 | $236k | 16k | 14.69 | |
| Amcor (AMCR) | 0.0 | $176k | 15k | 11.50 |
