RIVERBRIDGE PARTNERS LLC

CIK 0001112325 · Q1 2026

13F Equity AUM

$4.1B

-23.4% QoQ

Positions

192

+4 QoQ

AUM Rank

#1,148

Top 9%

Skill Alpha (FF)

-0.9%/yr^ns

No Clear Edge

Rank #3,625 · Top 44%

vs S&P -3.7%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 18.3%Top 10: 32.2%Top 20: 50.8%

NVDA4.9%

MSFT4.2%

FIVE3.2%

RBA3.0%

GKD3.0%

AMZN2.9%

ENSG2.8%

MEDP2.8%

HEI2.7%

ADI2.7%

Others (182)67.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology29.7%

Industrials21.2%

Healthcare19.4%

Consumer Cyclical12.5%

Financial Services8.9%

Communication Services4.5%

Other3.9%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 192Median: 0.09%Avg: 0.52%

0–0.5%

130(12.4%)

0.5–1%

29(21.3%)

1–3%

30(54.0%)

3–5%

3(12.3%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 170Unique: 22vs 20 funds

2.3%Low

192

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

3.2%

BANK OF AMERICA CORP /DE/

3.2%

3.4%

2.7%

3.4%

GEODE CAPITAL MANAGEMENT, LLC

3.1%

VANGUARD CAPITAL MANAGEMENT LLC

3.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

3.7%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New18Increased65Decreased91Exited14

New Positions

APPF0.3%

+88K

CWST0.3%

+173K

LMAT0.3%

+106K

RBC0.3%

+20K

ZTS0.0%

+14K

COST0.0%

+2K

HTGC0.0%

+91K

SPY0.0%

+2K

MYI0.0%

+74K

RIO0.0%

+2K

Increased

FWRG0.5%

+996K(+91%)

BROS0.6%

+206K(+68%)

FSCO0.1%

+174K(+83%)

TSI0.0%

+81K(+39%)

KAI1.8%

+76K(+43%)

NOW1.4%

+76K(+16%)

LIN1.0%

+71K(+736%)

WSO1.2%

+62K(+90%)

BBN0.1%

+61K(+107%)

MHD0.0%

+58K(+100%)

Decreased

ALKT0.3%

-1,096,118(-61%)

PRVA2.0%

-665,642(-15%)

CCC0.7%

-639,396(-12%)

WK0.9%

-502,184(-44%)

ACVA0.3%

-434,573(-14%)

NVDA4.9%

-370,437(-24%)

PAYC0.0%

-353,862(-99%)

GDYN0.2%

-318,558(-18%)

ROL1.6%

-303,128(-20%)

TOST0.3%

-295,245(-39%)

Exited

CWAN

-1,298,714

-372,814

-223,103

-459,047

-7,255

-237,540

-8,260

-16,692

-47,303

-38,068

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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