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RIVERBRIDGE PARTNERS LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

RIVERBRIDGE PARTNERS LLC

报告期 2026-03-31 · CIK 0001112325

持仓数

192

前50大市值合计

$3.28B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

NVDA NVIDIA Corporation

COM

$201.7M

1,156,543

6.1%

MSFT Microsoft Corporation

COM

$170.2M

459,806

5.2%

FIVE Five Below, Inc.

COM

$130.8M

572,301

4.0%

RBA RB Global, Inc.

COM

$122.2M

1,275,384

3.7%

LOPE Grand Canyon Education, Inc.

COM

$121.8M

716,586

3.7%

AMZN Amazon.com, Inc.

COM

$117.1M

562,039

3.6%

ENSG Ensign Group, Inc.

COM

$114.7M

569,345

3.5%

MEDP Medpace Holdings, Inc.

COM

$114.0M

237,407

3.5%

HEI HEICO Corporation

COM

$111.4M

406,226

3.4%

ADI Analog Devices, Inc.

COM

$110.3M

346,665

3.4%

FAST Fastenal Company

COM

$103.1M

2,221,882

3.1%

TYL Tyler Technologies, Inc.

COM

$87.8M

256,413

2.7%

KNSL Kinsale Capital Group, Inc.

COM

$84.1M

246,236

2.6%

PRVA Privia Health Group, Inc.

COM

$80.6M

3,917,948

2.5%

GOOGL Alphabet, Inc. Class A

COM

$77.0M

267,866

2.3%

KAI Kadant, Inc.

COM

$73.7M

252,230

2.2%

ROL Rollins, Inc.

COM

$66.4M

1,242,585

2.0%

WST West Pharmaceutical Services,

COM

$65.5M

261,442

2.0%

SPGI S&P Global, Inc.

COM

$61.3M

144,215

1.9%

GOOG Alphabet, Inc. Class C

COM

$60.3M

210,154

1.8%

NOW ServiceNow, Inc.

COM

$57.5M

549,784

1.8%

VRSK Verisk Analytics, Inc.

COM

$55.3M

291,692

1.7%

FRPT Freshpet, Inc.

COM

$54.4M

923,023

1.7%

VEEV Veeva Systems, Inc.

COM

$54.1M

307,717

1.6%

PCTY Paylocity Holding Corporation

COM

$49.9M

462,019

1.5%

CSGP CoStar Group, Inc.

COM

$49.5M

1,227,391

1.5%

WSO Watsco, Inc.

COM

$47.9M

131,738

1.5%

GKOS Glaukos Corporation

COM

$46.6M

433,228

1.4%

IDXX IDEXX Laboratories, Inc.

COM

$46.4M

82,524

1.4%

TSLA Tesla, Inc.

COM

$45.2M

121,640

1.4%

NFLX Netflix Inc.

COM

$44.6M

463,583

1.4%

V Visa, Inc.

COM

$42.8M

141,665

1.3%

DHR Danaher Corporation

COM

$42.2M

222,825

1.3%

— Linde Plc

COM

$40.0M

80,779

1.2%

WK Workiva, Inc.

COM

$38.8M

651,243

1.2%

CTAS Cintas Corporation

COM

$38.8M

229,158

1.2%

SBUX Starbucks Corporation

COM

$38.3M

427,880

1.2%

CGNX Cognex Corporation

COM

$35.0M

715,343

1.1%

— Exponent, Inc.

COM

$34.8M

533,119

1.1%

GWRE Guidewire Software, Inc.

COM

$34.3M

229,512

1.0%

FND Floor & Decor Holdings, Inc.

COM

$33.3M

655,411

1.0%

DSGX Descartes Systems Group, Inc.

COM

$32.3M

451,422

1.0%

UNH UnitedHealth Group, Inc.

COM

$32.0M

118,359

1.0%

TECH Bio-Techne Corporation

COM

$31.8M

608,916

1.0%

— Globant S.A.

COM

$31.7M

687,811

1.0%

SSD Simpson Manufacturing Company,

COM

$31.1M

180,977

0.9%

CRM Salesforce, Inc.

COM

$30.8M

165,259

0.9%

RGEN Repligen Corporation

COM

$30.5M

258,476

0.9%

CSW CSW Industrials, Inc.

COM

$30.1M

115,651

0.9%

MSI Motorola Solutions, Inc.

COM

$29.2M

67,278

0.9%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

26%前 6 大占比

NVDA6.1%MSFT5.2%FIVE4.0%RBA3.7%LOPE3.7%AMZN3.6%