StockDriftsStockDriftsTop 50 Riverbridge Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA Corporation | 5.58% | 998.9K | $199.9M | -13.63%(-157.64K) | $8.13(+2612.26%) | 2026-06-30 | |
| MSFT | Microsoft Corporation | 4.31% | 413.5K | $154.3M | -10.07%(-46.28K) | $61.79(+713.66%) | 2026-06-30 | |
| HEI | HEICO Corporation | 3.59% | 361.2K | $128.7M | -11.08%(-45.01K) | $66.98(+448.38%) | 2026-06-30 | |
| AMZN | Amazon.com, Inc. | 3.36% | 504.6K | $120.3M | -10.22%(-57.42K) | $58.15(+372.82%) | 2026-06-30 | |
| RBA | RB Global, Inc. | 3.34% | 1.03M | $119.7M | -19.40%(-247.39K) | $36.43(+155.43%) | 2026-06-30 | |
| ADI | Analog Devices, Inc. | 3.28% | 295.3K | $117.3M | -14.82%(-51.37K) | $95.31(+310.28%) | 2026-06-30 | |
| MEDP | Medpace Holdings, Inc. | 2.72% | 183.9K | $97.4M | -22.52%(-53.47K) | $186.46(+225.00%) | 2026-06-30 | |
| FAST | Fastenal Company | 2.68% | 2.00M | $96.1M | -9.91%(-220.17K) | $15.06(+249.26%) | 2026-06-30 | |
| GOOGL | Alphabet, Inc. Class A | 2.39% | 239.6K | $85.6M | -10.56%(-28.30K) | $51.40(+583.80%) | 2026-06-30 | |
| WST | West Pharmaceutical Services, | 2.33% | 232.5K | $83.5M | -11.06%(-28.93K) | $159.78(+119.64%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +4.51% | +14.14% | +1.89% | +9.83% |
| Top 20 Holdings Unweighted | +4.17% | +13.05% | +2.21% | +11.54% |
Riverbridge Partners LLC reports $3.58B in US-listed equity holdings across 198 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (5.6%), MSFT (4.3%) and HEI (3.6%). The top 20 holdings account for 52.44% of reported assets. Its disclosed equity book has returned +14.14% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Riverbridge Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1112325). View Riverbridge Partners LLC’s 13F filings on SEC