RIVERBRIDGE PARTNERS LLC logo

RIVERBRIDGE PARTNERS LLC

Long Only ManagerGrowth

RIVERBRIDGE PARTNERS LLC is a Long Only Manager specializing in Growth based in Minneapolis, MN led by Mark Albright Thompson, reporting $6.9B in AUM as of Q3 2025 with 36% Technology concentration.

ChairmanMark Albright Thompson
Portfolio Value
$5.9B
Positions
174
Top Holding
NVDA at 5.46%
Last Reported
Q3 2025
Address80 South Eighth Street, Suite 1500, Minneapolis, MN, 55402, United States

Top Holdings

Largest long holdings in RIVERBRIDGE PARTNERS LLC's portfolio (33% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
1
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$321.8M
5.46%
-$21.8M
Sold
0.01%
1.7M shares
Software - Infrastructure
Technology
$267.4M
4.54%
-$9.9M
Sold
0.01%
516.2K shares
3
HEICO logo
Aerospace & Defense
Industrials
$210.9M
3.58%
-$19.4M
Sold
0.47%
653.2K shares
Education & Training Services
Consumer Defensive
$209.2M
3.55%
-$33.2M
Sold
3.39%
953.1K shares
Medical - Diagnostics & Research
Healthcare
$187.7M
3.19%
-$35.4M
Sold
1.30%
365.1K shares
Specialty Business Services
Industrials
$180.2M
3.06%
-$11.4M
Sold
0.90%
1.7M shares
Specialty Retail
Consumer Cyclical
$148.4M
2.52%
-$10.5M
Sold
1.74%
959.1K shares
Software - Application
Technology
$140.5M
2.38%
-$6.9M
Sold
0.62%
268.6K shares
Real Estate - Services
Real Estate
$140.0M
2.38%
-$8.0M
Sold
0.39%
1.7M shares
10
Amazon logo
Amazon
AMZN
Specialty Retail
Consumer Cyclical
$138.8M
2.36%
-$4.7M
Sold
0.01%
632.4K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in RIVERBRIDGE PARTNERS LLC's latest filing

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Market Value
$5.9B
Prior: $6.2B
Q/Q Change
-4.69%
-$290.3M
Net Flows % of MV
-5.89%
Turnover Ratio
5.8%
New Purchases
9 stocks
$91.6M
Added To
49 stocks
+$76.8M
Sold Out Of
9 stocks
$111.4M
Reduced Holdings
104 stocks
-$404.1M

Increased Positions

PositionShares Δ
New
New
3
Aaon logo
Aaon
AAON
New
New
New

Decreased Positions

PositionShares Δ
1
Ansys logo
Ansys
ANSS
Sold
Sold
Sold
Sold
Sold

Analytics

Portfolio insights and performance metrics for RIVERBRIDGE PARTNERS LLC

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Sector Allocation

Technology: 35.60%TechnologyHealthcare: 19.50%HealthcareIndustrials: 15.80%IndustrialsConsumer Cyclical: 11.80%Consumer CyclicalConsumer Defensive: 4.70%Financial Services: 4.70%Communication Services: 3.30%Real Estate: 2.40%ETF: 0.40%Basic Materials: 0.10%
Technology
35.60%
Healthcare
19.50%
Industrials
15.80%
Consumer Cyclical
11.80%
Consumer Defensive
4.70%
Financial Services
4.70%
Communication Services
3.30%
Real Estate
2.40%
ETF
0.40%
Basic Materials
0.10%

Market Cap Distribution

Mega Cap (> $200B): 20.01%Mega Cap (> $200B)Large Cap ($10B - $200B): 39.79%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 34.78%Mid Cap ($2B - $10B)Small Cap ($300M - $2B): 4.35%Micro Cap ($50M - $300M): 0.03%N/A (ETF or Unknown): 1.04%
Mega Cap (> $200B)
20.01%
Large Cap ($10B - $200B)
39.79%
Mid Cap ($2B - $10B)
34.78%
Small Cap ($300M - $2B)
4.35%
Micro Cap ($50M - $300M)
0.03%
N/A (ETF or Unknown)
1.04%

Portfolio Concentration

Top 10 Holdings %
33.0%
Top 20 Holdings %
51.83%
Top 50 Holdings %
81.62%
Top 100 Holdings %
98.78%

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