Riverbridge Partners as of Sept. 30, 2019
Portfolio Holdings for Riverbridge Partners
Riverbridge Partners holds 134 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Proto Labs (PRLB) | 3.0 | $157M | 1.5M | 102.10 | |
| Chemed Corp Com Stk (CHE) | 3.0 | $156M | 373k | 417.57 | |
| CoStar (CSGP) | 2.9 | $150M | 253k | 593.20 | |
| Ritchie Bros. Auctioneers Inco | 2.8 | $148M | 3.7M | 39.90 | |
| Five Below (FIVE) | 2.5 | $130M | 1.0M | 126.10 | |
| Globant S A (GLOB) | 2.5 | $129M | 1.4M | 91.58 | |
| Verisk Analytics (VRSK) | 2.4 | $126M | 795k | 158.14 | |
| HEICO Corporation (HEI) | 2.3 | $123M | 983k | 124.88 | |
| Teladoc (TDOC) | 2.2 | $119M | 1.8M | 67.72 | |
| Grand Canyon Education (LOPE) | 2.2 | $118M | 1.2M | 98.20 | |
| Microsoft Corporation (MSFT) | 2.1 | $112M | 805k | 139.03 | |
| National Instruments | 2.1 | $111M | 2.6M | 41.99 | |
| Veeva Sys Inc cl a (VEEV) | 2.1 | $111M | 726k | 152.69 | |
| Tyler Technologies (TYL) | 2.0 | $108M | 412k | 262.50 | |
| Ansys (ANSS) | 1.9 | $101M | 458k | 221.36 | |
| Fastenal Company (FAST) | 1.9 | $101M | 3.1M | 32.67 | |
| Gentex Corporation (GNTX) | 1.9 | $98M | 3.6M | 27.54 | |
| Ihs Markit | 1.7 | $90M | 1.3M | 66.88 | |
| Blackline (BL) | 1.7 | $91M | 1.9M | 47.81 | |
| Amedisys (AMED) | 1.7 | $88M | 669k | 131.01 | |
| Neogen Corporation (NEOG) | 1.6 | $86M | 1.3M | 68.11 | |
| Pegasystems (PEGA) | 1.6 | $85M | 1.3M | 68.05 | |
| West Pharmaceutical Services (WST) | 1.6 | $84M | 592k | 141.82 | |
| PROS Holdings (PRO) | 1.6 | $84M | 1.4M | 59.60 | |
| Paycom Software (PAYC) | 1.6 | $82M | 389k | 209.49 | |
| Bio-techne Corporation (TECH) | 1.5 | $78M | 397k | 195.67 | |
| Fiserv (FI) | 1.4 | $76M | 731k | 103.59 | |
| Healthcare Services (HCSG) | 1.4 | $74M | 3.1M | 24.29 | |
| Rollins (ROL) | 1.4 | $72M | 2.1M | 34.07 | |
| Ecolab (ECL) | 1.3 | $71M | 358k | 198.04 | |
| Alarm Com Hldgs (ALRM) | 1.3 | $70M | 1.5M | 46.64 | |
| Starbucks Corporation (SBUX) | 1.3 | $69M | 780k | 88.42 | |
| Pluralsight Inc Cl A | 1.3 | $68M | 4.1M | 16.80 | |
| Paylocity Holding Corporation (PCTY) | 1.3 | $68M | 693k | 97.58 | |
| Analog Devices (ADI) | 1.1 | $58M | 514k | 111.73 | |
| Amazon (AMZN) | 1.1 | $56M | 32k | 1735.91 | |
| Mobile Mini | 1.0 | $54M | 1.5M | 36.86 | |
| salesforce (CRM) | 1.0 | $53M | 359k | 148.44 | |
| AMN Healthcare Services (AMN) | 1.0 | $51M | 881k | 57.56 | |
| U.S. Physical Therapy (USPH) | 0.9 | $50M | 380k | 130.55 | |
| Guidewire Software (GWRE) | 0.9 | $50M | 472k | 105.38 | |
| Pra (PRAA) | 0.9 | $46M | 1.4M | 33.79 | |
| ExlService Holdings (EXLS) | 0.9 | $46M | 680k | 66.96 | |
| SPS Commerce (SPSC) | 0.8 | $45M | 954k | 47.07 | |
| Acuity Brands (AYI) | 0.8 | $45M | 331k | 134.79 | |
| A. O. Smith Corporation (AOS) | 0.8 | $44M | 930k | 47.71 | |
| Workiva Inc equity us cm (WK) | 0.8 | $42M | 968k | 43.83 | |
| International Flavors & Fragrances (IFF) | 0.8 | $42M | 342k | 122.69 | |
| Exponent (EXPO) | 0.8 | $40M | 568k | 69.90 | |
| Floor & Decor Hldgs Inc cl a (FND) | 0.8 | $39M | 770k | 51.15 | |
| LKQ Corporation (LKQ) | 0.7 | $39M | 1.2M | 31.45 | |
| UnitedHealth (UNH) | 0.7 | $39M | 177k | 217.32 | |
| Godaddy Inc cl a (GDDY) | 0.7 | $37M | 565k | 65.98 | |
| Maximus (MMS) | 0.7 | $37M | 479k | 77.26 | |
| Visa (V) | 0.6 | $33M | 194k | 172.01 | |
| Calavo Growers (CVGW) | 0.6 | $33M | 341k | 95.18 | |
| Freshpet (FRPT) | 0.6 | $32M | 651k | 49.77 | |
| Danaher Corporation (DHR) | 0.6 | $31M | 212k | 144.43 | |
| Linde | 0.6 | $31M | 158k | 193.72 | |
| Power Integrations (POWI) | 0.6 | $30M | 330k | 90.43 | |
| Five9 (FIVN) | 0.6 | $29M | 545k | 53.74 | |
| Descartes Sys Grp (DSGX) | 0.5 | $28M | 701k | 40.31 | |
| Chegg (CHGG) | 0.5 | $27M | 915k | 29.95 | |
| Beacon Roofing Supply (BECN) | 0.5 | $27M | 802k | 33.53 | |
| 2u | 0.5 | $27M | 1.7M | 16.28 | |
| Cabot Microelectronics Corporation | 0.5 | $26M | 186k | 141.21 | |
| Lennox International (LII) | 0.5 | $26M | 105k | 242.97 | |
| Alphabet Inc Class A cs (GOOGL) | 0.5 | $25M | 21k | 1221.14 | |
| Evolent Health (EVH) | 0.5 | $25M | 3.4M | 7.19 | |
| National Vision Hldgs (EYE) | 0.5 | $24M | 1000k | 24.07 | |
| Cantel Medical | 0.4 | $23M | 313k | 74.80 | |
| Roche Holding (RHHBY) | 0.4 | $23M | 642k | 36.41 | |
| HealthStream (HSTM) | 0.4 | $22M | 867k | 25.89 | |
| Cognex Corporation (CGNX) | 0.4 | $22M | 452k | 49.13 | |
| Aspen Technology | 0.4 | $22M | 179k | 123.08 | |
| Knight Swift Transn Hldgs (KNX) | 0.4 | $22M | 594k | 36.30 | |
| Snap-on Incorporated (SNA) | 0.4 | $20M | 130k | 156.54 | |
| Dorman Products (DORM) | 0.4 | $21M | 261k | 79.54 | |
| Heska Corporation | 0.4 | $21M | 293k | 70.87 | |
| Watsco, Incorporated (WSO) | 0.4 | $20M | 120k | 169.18 | |
| Alphabet Inc Class C cs (GOOG) | 0.4 | $20M | 16k | 1218.97 | |
| Middleby Corporation (MIDD) | 0.4 | $19M | 162k | 116.90 | |
| Cass Information Systems (CASS) | 0.3 | $19M | 345k | 53.99 | |
| Verint Systems (VRNT) | 0.3 | $18M | 431k | 42.78 | |
| Netflix (NFLX) | 0.3 | $18M | 67k | 267.62 | |
| Orthopediatrics Corp. (KIDS) | 0.3 | $18M | 513k | 35.26 | |
| 3M Company (MMM) | 0.3 | $17M | 103k | 164.40 | |
| NVIDIA Corporation (NVDA) | 0.3 | $16M | 91k | 174.08 | |
| Inogen (INGN) | 0.2 | $13M | 273k | 47.91 | |
| Rb All Cap Growth Fund Instuti (RIVBX) | 0.2 | $13M | 593k | 21.20 | |
| Inovalon Holdings Inc Cl A | 0.2 | $13M | 768k | 16.39 | |
| Trupanion (TRUP) | 0.2 | $10M | 404k | 25.42 | |
| iShares S&P 500 Index (IVV) | 0.2 | $9.0M | 30k | 298.52 | |
| Vanguard 500 Index - Adm (VFIAX) | 0.2 | $8.7M | 32k | 274.68 | |
| Cisco Systems (CSCO) | 0.1 | $4.8M | 98k | 49.41 | |
| Pepsi (PEP) | 0.1 | $4.3M | 31k | 137.10 | |
| Equifax (EFX) | 0.1 | $3.8M | 27k | 140.66 | |
| Apple (AAPL) | 0.1 | $3.8M | 17k | 223.99 | |
| Johnson & Johnson (JNJ) | 0.1 | $3.1M | 24k | 129.38 | |
| Intel Corporation (INTC) | 0.1 | $3.0M | 58k | 51.54 | |
| Wal-Mart Stores (WMT) | 0.1 | $2.7M | 23k | 118.69 | |
| Paychex (PAYX) | 0.1 | $2.5M | 30k | 82.78 | |
| Colgate-Palmolive Company (CL) | 0.0 | $2.1M | 28k | 73.53 | |
| Procter & Gamble Company (PG) | 0.0 | $2.3M | 18k | 124.38 | |
| Associated Banc- (ASB) | 0.0 | $2.0M | 99k | 20.25 | |
| Rockwell Automation (ROK) | 0.0 | $2.1M | 13k | 164.82 | |
| Reckitt Benckiser- (RBGLY) | 0.0 | $1.6M | 105k | 15.63 | |
| Fidelity 500 Index Instl Premi (FXAIX) | 0.0 | $1.5M | 14k | 103.95 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $876k | 7.4k | 117.66 | |
| Abbott Laboratories (ABT) | 0.0 | $1.3M | 15k | 83.70 | |
| iShares Russell 2000 Index (IWM) | 0.0 | $1.3M | 8.5k | 151.36 | |
| iShares Russell 2000 Growth Index (IWO) | 0.0 | $1.0M | 5.3k | 192.70 | |
| iShares Russell 3000 Growth Index (IUSG) | 0.0 | $821k | 13k | 62.90 | |
| U.S. Bancorp (USB) | 0.0 | $478k | 8.6k | 55.34 | |
| Berkshire Hathaway (BRK.B) | 0.0 | $342k | 1.6k | 207.90 | |
| Coca-Cola Company (KO) | 0.0 | $311k | 5.7k | 54.52 | |
| Bristol Myers Squibb (BMY) | 0.0 | $295k | 5.8k | 50.64 | |
| Stryker Corporation (SYK) | 0.0 | $411k | 1.9k | 216.32 | |
| Target Corporation (TGT) | 0.0 | $276k | 2.6k | 106.73 | |
| Oracle Corporation (ORCL) | 0.0 | $298k | 5.4k | 55.10 | |
| Illumina (ILMN) | 0.0 | $359k | 1.2k | 304.50 | |
| iShares Russell 1000 Index (IWB) | 0.0 | $620k | 3.8k | 164.46 | |
| Vanguard Total Stock Market ETF (VTI) | 0.0 | $633k | 4.2k | 150.89 | |
| American Fd Growth Fund Of Ame (AGTHX) | 0.0 | $344k | 7.0k | 49.30 | |
| Jp Morgan Tr Ii Lg Cap Gwth Fd fnd | 0.0 | $313k | 7.6k | 41.34 | |
| Medtronic (MDT) | 0.0 | $724k | 6.7k | 108.63 | |
| American Express Company (AXP) | 0.0 | $207k | 1.8k | 118.29 | |
| Wells Fargo & Company (WFC) | 0.0 | $233k | 4.6k | 50.35 | |
| SPDR Barclays Capital Convertible SecETF (CWB) | 0.0 | $262k | 5.0k | 52.40 | |
| Fidelity Contra (FCNTX) | 0.0 | $205k | 16k | 12.88 | |
| Third Avenue Real Estate Val (TAREX) | 0.0 | $225k | 8.0k | 27.99 | |
| Rb All Cap Growth Fund Investo | 0.0 | $222k | 11k | 20.82 | |
| Rb Eco Leaders Fund Institutio | 0.0 | $234k | 16k | 14.57 | |
| Amcor (AMCR) | 0.0 | $149k | 15k | 9.74 |
