Riverbridge Partners is an investment fund managing more than $7.36 trillion ran by Lois Beckmen. There are currently 177 companies in Mrs. Beckmen’s portfolio. The largest investments include Microsoft and NVIDIA Corp, together worth $523 billion.
As of 10th July 2024, Riverbridge Partners’s top holding is 590,484 shares of Microsoft currently worth over $264 billion and making up 3.6% of the portfolio value.
Relative to the number of outstanding shares of Microsoft, Riverbridge Partners owns more than approximately 0.1% of the company.
In addition, the fund holds 2,094,285 shares of NVIDIA Corp worth $259 billion, whose value fell 77.5% in the past six months.
The third-largest holding is Globant S.A worth $229 billion and the next is Grand Canyon Education Inc worth $226 billion, with 1,614,475 shares owned.
Currently, Riverbridge Partners's portfolio is worth at least $7.36 trillion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Riverbridge Partners office and employees reside in Minneapolis, Minnesota. According to the last 13-F report filed with the SEC, Lois Beckmen serves as the Compliance Associate at Riverbridge Partners.
In the most recent 13F filing, Riverbridge Partners revealed that it had opened a new position in
Doximity and bought 1,328,325 shares worth $37.2 billion.
This means they effectively own approximately 0.1% of the company.
Doximity makes up
2.8%
of the fund's Health Care sector allocation and has decreased its share price by 22.8% in the past year.
The investment fund also strengthened its position in NVIDIA Corp by buying
1,820,531 additional shares.
This makes their stake in NVIDIA Corp total 2,094,285 shares worth $259 billion.
NVIDIA Corp dropped 72.8% in the past year.
On the other hand, there are companies that Riverbridge Partners is getting rid of from its portfolio.
Riverbridge Partners closed its position in Model N Inc on 17th July 2024.
It sold the previously owned 1,251,249 shares for $33.7 billion.
Lois Beckmen also disclosed a decreased stake in Microsoft by approximately 0.1%.
This leaves the value of the investment at $264 billion and 590,484 shares.
The two most similar investment funds to Riverbridge Partners are Matrix Capital Management , L.P. and Banco Bilbao Vizcaya Argentaria, S.A.. They manage $7.36 trillion and $7.38 trillion respectively.
Riverbridge Partners’s portfolio is diversified across 11 sectors.
Currently, their heaviest sector is Technology — making up 36.8% of
the total portfolio value.
The fund focuses on investments in the United States as
53.1% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
29% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $92.9 billion.
These positions were updated on July 17th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Microsoft Corporation |
5.64%
590,484
|
$263,916,787,000 | 3.59% |
| NVIDIA Corp |
665.02%
2,094,285
|
$258,727,987,000 | 3.52% |
| Globant S.A. |
1.25%
1,282,221
|
$228,568,738,000 | 3.11% |
| Grand Canyon Education Inc |
6.21%
1,614,475
|
$225,881,135,000 | 3.07% |
| HEICO Corporation |
3.64%
1,000,883
|
$223,807,399,000 | 3.04% |
| RB Global Inc |
14.07%
2,895,323
|
$221,086,882,000 | 3.00% |
| Medpace Holdings Inc |
17.84%
535,996
|
$220,750,027,000 | 3.00% |
| Tyler Technologies, Inc. |
3.67%
391,588
|
$196,882,716,000 | 2.68% |
| West Pharmaceutical Services, Inc. |
3.77%
486,936
|
$160,391,877,000 | 2.18% |
| Ensign Group Inc |
1.52%
1,274,065
|
$157,589,063,000 | 2.14% |
| Five Below Inc |
5.70%
1,377,908
|
$150,150,602,000 | 2.04% |
| SPS Commerce Inc. |
3.09%
771,603
|
$145,184,747,000 | 1.97% |
| Costar Group, Inc. |
14.83%
1,927,442
|
$142,900,524,000 | 1.94% |
| Rollins, Inc. |
2.33%
2,926,510
|
$142,784,409,000 | 1.94% |
| Guidewire Software Inc |
1.47%
1,023,129
|
$141,079,290,000 | 1.92% |
| Fastenal Co. |
16.49%
2,238,182
|
$140,647,361,000 | 1.91% |
| Amazon.com Inc. |
5.74%
719,515
|
$139,046,335,000 | 1.89% |
| Workiva Inc |
2.09%
1,829,712
|
$133,550,710,000 | 1.81% |
| Floor & Decor Holdings Inc |
13.52%
1,299,722
|
$129,205,318,000 | 1.76% |
| Freshpet Inc |
3.19%
993,501
|
$128,549,039,000 | 1.75% |
| Ansys Inc. |
9.39%
391,925
|
$126,003,735,000 | 1.71% |
| Kinsale Capital Group, Inc. |
27.47%
294,884
|
$113,612,836,000 | 1.54% |
| Paylocity Holding Corp |
0.03%
812,189
|
$107,087,113,000 | 1.46% |
| Verisk Analytics Inc |
0.69%
386,918
|
$104,293,746,000 | 1.42% |
| Analog Devices Inc. |
5.45%
441,931
|
$100,875,241,000 | 1.37% |
| Exponent Inc. |
0.91%
947,145
|
$90,092,434,000 | 1.22% |
| Privia Health Group, Inc. |
18.51%
5,146,217
|
$89,441,256,000 | 1.22% |
| ServiceNow Inc |
5.78%
113,286
|
$89,118,580,000 | 1.21% |
| Descartes Systems Group Inc |
29.08%
910,909
|
$88,212,443,000 | 1.20% |
| BlackLine Inc |
4.20%
1,815,562
|
$87,963,979,000 | 1.20% |
| Paycom Software Inc |
40.88%
593,346
|
$84,872,173,000 | 1.15% |
| S&P Global Inc |
5.74%
183,829
|
$81,987,853,000 | 1.11% |
| Salesforce Inc |
5.93%
317,895
|
$81,730,683,000 | 1.11% |
| Alarm.com Holdings Inc |
18.14%
1,266,757
|
$80,489,708,000 | 1.09% |
| Unitedhealth Group Inc |
5.50%
154,749
|
$78,807,633,000 | 1.07% |
| Cognex Corp. |
2.35%
1,603,028
|
$74,957,572,000 | 1.02% |
| Ccc Intelligent Solutions Hold |
1.73%
6,717,726
|
$74,633,938,000 | 1.01% |
| Veeva Systems Inc |
5.64%
393,222
|
$71,963,603,000 | 0.98% |
| Danaher Corp. |
5.76%
285,182
|
$71,252,796,000 | 0.97% |
| Godaddy Inc |
12.71%
483,662
|
$67,572,358,000 | 0.92% |
| Align Technology, Inc. |
8.27%
279,566
|
$67,495,631,000 | 0.92% |
| Repligen Corp. |
28.96%
527,872
|
$66,543,561,000 | 0.90% |
| Alphabet, Inc. Class A |
8.29%
364,587
|
$66,409,459,000 | 0.90% |
| Acv Auctions, Inc. |
0.75%
3,479,760
|
$63,505,624,000 | 0.86% |
| Watsco, Inc. |
13.26%
135,284
|
$62,668,897,000 | 0.85% |
| DoubleVerify Holdings, Inc. |
34.74%
3,125,851
|
$60,860,317,000 | 0.83% |
| Charles River Laboratories Int |
11.00%
289,272
|
$59,757,743,000 | 0.81% |
| Bio-Techne Corp |
17.02%
827,087
|
$59,260,816,000 | 0.81% |
| Kadant, Inc. |
9.43%
201,699
|
$59,255,118,000 | 0.81% |
| Glaukos Corporation |
8.87%
493,075
|
$58,355,427,000 | 0.79% |
| Entegris Inc |
52.49%
423,497
|
$57,341,515,000 | 0.78% |
| Idexx Laboratories, Inc. |
5.88%
109,524
|
$53,360,216,000 | 0.73% |
| Powerschool Holdings, Inc. |
53.16%
2,378,198
|
$53,247,845,000 | 0.72% |
| Progyny Inc |
0.57%
1,839,380
|
$52,624,669,000 | 0.72% |
| Option Care Health, Inc. |
1.32%
1,815,694
|
$50,294,719,000 | 0.68% |
| Alphabet, Inc. Class C |
9.15%
263,131
|
$48,263,495,000 | 0.66% |
| Visa Inc |
5.86%
183,870
|
$48,260,231,000 | 0.66% |
| Chemed Corp. |
9.57%
87,787
|
$47,631,651,000 | 0.65% |
| Tesla Inc |
3,260.22%
220,128
|
$43,558,976,000 | 0.59% |
| WillScot Mobile Mini Holdings Corp |
9.25%
1,155,969
|
$43,510,688,000 | 0.59% |
| Trade Desk Inc |
0.24%
442,226
|
$43,192,173,000 | 0.59% |
| Starbucks Corp. |
6.17%
538,102
|
$41,891,268,000 | 0.57% |
| Netflix Inc. |
6.02%
61,016
|
$41,178,714,000 | 0.56% |
| Power Integrations Inc. |
9.34%
582,231
|
$40,866,817,000 | 0.56% |
| Toast, Inc. |
23.61%
1,552,637
|
$40,011,447,000 | 0.54% |
| Doximity, Inc. |
Opened
1,328,325
|
$37,153,240,000 | 0.50% |
| Certara, Inc. |
3.82%
2,638,667
|
$36,545,535,000 | 0.50% |
| Squarespace, Inc. |
62.07%
795,495
|
$34,707,439,000 | 0.47% |
| Grid Dynamics Holdings, Inc. |
1.50%
3,278,688
|
$34,459,007,000 | 0.47% |
| Model N Inc |
Closed
1,251,249
|
$33,696,143,000 | |
| Motorola Solutions Inc |
5.30%
86,865
|
$33,534,154,000 | 0.46% |
| U.s. Physical Therapy, Inc. |
9.11%
347,799
|
$32,143,550,000 | 0.44% |
| Neogen Corp. |
3.52%
2,029,446
|
$31,720,245,000 | 0.43% |
| Five9 Inc |
2.36%
700,779
|
$30,904,365,000 | 0.42% |
| Jack Henry & Associates, Inc. |
14.78%
171,553
|
$28,481,174,000 | 0.39% |
| Paycor Hcm, Inc. |
18.73%
2,239,040
|
$28,435,812,000 | 0.39% |
| Fair Isaac Corp. |
Opened
18,941
|
$28,196,362,000 | 0.38% |
| Jamf Holdings Corporation |
Opened
1,677,152
|
$27,673,003,000 | 0.38% |
| Pennant Group Inc |
8.20%
1,140,469
|
$26,447,466,000 | 0.36% |
| Kornit Digital Ltd |
1.34%
1,687,439
|
$24,704,110,000 | 0.34% |
| Transcat Inc |
Opened
200,531
|
$23,999,538,000 | 0.33% |
| Riverbridge Growth Fund - Inst |
4.05%
678,011
|
$22,198,095,000 | 0.30% |
| Stevanato Group Spa |
8.03%
1,172,388
|
$21,501,602,000 | 0.29% |
| International Money Express, I |
Closed
961,410
|
$21,237,547,000 | |
| Goosehead Insurance Inc |
9.34%
340,734
|
$19,571,752,000 | 0.27% |
| AMN Healthcare Services Inc. |
42.29%
341,194
|
$17,479,356,000 | 0.24% |
| Definitive Healthcare Corporat |
Closed
1,739,202
|
$17,287,665,000 | |
| ZoomInfo Technologies Inc. |
4.75%
1,334,479
|
$17,041,295,000 | 0.23% |
| Phreesia Inc |
6.57%
778,645
|
$16,507,264,000 | 0.22% |
| OrthoPediatrics corp |
8.18%
458,095
|
$13,174,814,000 | 0.18% |
| Vanguard Index Fds Extend Mkt |
3.27%
50,179
|
$8,469,791,000 | 0.12% |
| Apple Inc |
57.93%
34,138
|
$7,190,146,000 | 0.10% |
| Hillman Solutions Corporation |
Opened
787,296
|
$6,967,569,000 | 0.09% |
| Ishares Core S&p 500 Etf |
14.48%
11,936
|
$6,531,848,000 | 0.09% |
| Linde Plc. |
2.20%
14,263
|
$6,258,747,000 | 0.09% |
| Alkami Technology, Inc. |
Opened
185,333
|
$5,278,284,000 | 0.07% |
| Equifax, Inc. |
1.85%
18,755
|
$4,547,337,000 | 0.06% |
| TJX Companies, Inc. |
2.30%
39,044
|
$4,298,744,000 | 0.06% |
| Ecolab, Inc. |
87.58%
16,462
|
$3,918,070,000 | 0.05% |
| Vanguard Index Tr 500 Index Ad |
55.25%
6,816
|
$3,433,399,000 | 0.05% |
| Pepsico, Inc. |
7.83%
18,087
|
$2,983,089,000 | 0.04% |
| Ishares Core S&p U.s. Growth E |
19.48%
22,844
|
$2,912,203,000 | 0.04% |
| Procter & Gamble Co. |
14.89%
16,892
|
$2,785,829,000 | 0.04% |
| Walmart Inc |
188.54%
38,156
|
$2,583,543,000 | 0.04% |
| Snap-on, Inc. |
2.41%
9,657
|
$2,524,243,000 | 0.03% |
| Dollar General Corp. |
3.68%
16,749
|
$2,214,720,000 | 0.03% |
| Ishares Tr Russell 2000 Growth |
24.71%
8,210
|
$2,155,297,000 | 0.03% |
| Paychex Inc. |
2.48%
18,157
|
$2,152,694,000 | 0.03% |
| Rockwell Automation Com |
2.37%
7,799
|
$2,146,909,000 | 0.03% |
| Ishares Tr Russell 2000 |
90.76%
8,657
|
$1,756,419,000 | 0.02% |
| Johnson & Johnson |
18.57%
11,972
|
$1,749,828,000 | 0.02% |
| Abbott Laboratories |
Closed
15,788
|
$1,737,785,000 | |
| Principal Real Estate Income F |
5.52%
161,891
|
$1,652,907,000 | 0.02% |
| Cisco Systems, Inc. |
Closed
30,207
|
$1,526,058,000 | |
| Sixth Street Specialty Lending Inc |
6.02%
70,770
|
$1,510,940,000 | 0.02% |
| Roche Holding Ltd. Adr |
1.39%
41,982
|
$1,455,516,000 | 0.02% |
| Nuveen Amt-free Quality Munici |
15.63%
125,563
|
$1,438,952,000 | 0.02% |
| Workday, Inc. Class A |
No change
6,126
|
$1,369,529,000 | 0.02% |
| Accenture plc |
10.45%
4,473
|
$1,357,153,000 | 0.02% |
| Rivernorth Flexible Municipal |
38.70%
95,034
|
$1,343,781,000 | 0.02% |
| Rivernorth/doubleline Strategi |
Opened
152,757
|
$1,321,348,000 | 0.02% |
| Fs Credit Opportunities Corp |
46.90%
194,461
|
$1,238,717,000 | 0.02% |
| Pioneer Municipal High Income |
10.86%
231,602
|
$1,983,832,000 | 0.03% |
| JPMorgan Chase & Co. |
Closed
6,457
|
$1,098,336,000 | |
| Nuveen Quality Municipal Incom |
18.85%
92,575
|
$1,086,831,000 | 0.01% |
| Brookfield Real Assets Income |
5.32%
82,539
|
$1,053,198,000 | 0.01% |
| Ares Capital Corp |
5.56%
49,292
|
$1,027,245,000 | 0.01% |
| Pgim Short Duration High Yield |
Opened
66,740
|
$1,023,124,000 | 0.01% |
| Blackrock Muni Intermediate Du |
1.65%
81,030
|
$999,910,000 | 0.01% |
| Nuveen Credit Strategies Incom |
Closed
188,161
|
$982,200,000 | |
| Western Asset Mortgage Defined |
36.22%
81,655
|
$974,144,000 | 0.01% |
| Berkshire Hathaway Inc. Class |
Closed
2,730
|
$973,682,000 | |
| Invesco Municipal Opportunity |
271.45%
96,084
|
$968,527,000 | 0.01% |
| Blackstone Strategic Credit Fu |
13.48%
77,293
|
$919,014,000 | 0.01% |
| John Hancock Income Securities |
254.54%
80,626
|
$878,823,000 | 0.01% |
| DWS Municipal Income Trust |
1.31%
85,050
|
$805,424,000 | 0.01% |
| Zscaler Inc |
0.31%
4,183
|
$803,931,000 | 0.01% |
| Pioneer Floating Rate Trust |
18.62%
80,994
|
$782,402,000 | 0.01% |
| Invesco Quality Municipal Inco |
1.31%
77,320
|
$767,014,000 | 0.01% |
| Blackrock 2030 Municipal Targe |
Opened
34,188
|
$710,085,000 | 0.01% |
| PGIM High Yield Bond Fund Inc |
Closed
57,359
|
$706,663,000 | |
| Runway Growth Finance Corp. |
Closed
55,605
|
$701,735,000 | |
| TCW Strategic Income Fund Inc |
5.60%
146,008
|
$692,078,000 | 0.01% |
| Invesco Trust For Investment G |
Opened
66,171
|
$679,576,000 | 0.01% |
| Oracle Corp. |
1.46%
4,800
|
$677,760,000 | 0.01% |
| Mcdonald's Corporation |
Closed
2,270
|
$673,078,000 | |
| Pimco Dynamic Income Opportuni |
1.15%
50,578
|
$672,182,000 | 0.01% |
| Nuveen Taxable Municipal Incom |
113.57%
42,612
|
$660,912,000 | 0.01% |
| Ishares Tr Russell 1000 |
No change
2,204
|
$655,778,000 | 0.01% |
| Associated Banc Corp Com |
Closed
30,467
|
$651,689,000 | |
| Jpmorgan Tr Ii Lrg Cap Growth |
Closed
10,474
|
$629,901,000 | |
| Golub Capital BDC Inc |
7.68%
38,925
|
$611,512,000 | 0.01% |
| Nuveen Floating Rate Income Fu |
Closed
73,938
|
$607,770,000 | |
| Blackrock Muniholdings Fund In |
1.31%
49,997
|
$604,464,000 | 0.01% |
| Bny Mellon Strategic Municipal |
1.31%
101,730
|
$604,276,000 | 0.01% |
| BlackRock Income Trust Inc |
Closed
49,173
|
$598,927,000 | |
| Blackrock Credit Allocation |
8.52%
55,362
|
$592,927,000 | 0.01% |
| Vanguard Etf Small Cap Growth |
Closed
2,431
|
$587,750,000 | |
| Invesco Municipal Trust |
1.32%
57,310
|
$570,808,000 | 0.01% |
| Dws Strategic Municipal Income |
Closed
65,337
|
$565,165,000 | |
| Carlyle Credit Income Fund A O |
Closed
70,609
|
$561,342,000 | |
| Blackrock Taxable Municipal Bo |
86.76%
34,073
|
$557,094,000 | 0.01% |
| Bny Mellon Municipal Bond Infr |
Opened
49,956
|
$528,534,000 | 0.01% |
| Rivernorth Flexible Municipal |
Closed
34,119
|
$527,821,000 | |
| Federated Premier Municipal In |
1.31%
45,978
|
$525,529,000 | 0.01% |
| American Express Co. |
Closed
2,690
|
$503,945,000 | |
| Insight Select Income Fund |
Opened
28,701
|
$468,372,000 | 0.01% |
| Fiserv, Inc. |
No change
3,080
|
$459,043,000 | 0.01% |
| Fidelity 500 Index Fund Inst |
67.09%
2,410
|
$458,425,000 | 0.01% |
| Costco Wholesale Corp |
Closed
690
|
$455,455,000 | |
| Waste Mgmt |
Closed
2,500
|
$447,750,000 | |
| Coca-Cola Co |
Closed
7,482
|
$440,914,000 | |
| Putnam Premier Income Trust |
Opened
123,005
|
$440,358,000 | 0.01% |
| Honeywell International Inc |
Closed
2,000
|
$419,420,000 | |
| Stryker Corp Com |
35.93%
1,200
|
$408,300,000 | 0.01% |
| John Hancock Investors Trust |
Opened
28,049
|
$373,052,000 | 0.01% |
| Vanguard Explorer Fund Admiral |
Closed
3,565
|
$367,972,000 | |
| Western Asset Managed Municipa |
5.59%
34,421
|
$356,257,000 | 0.00% |
| BlackRock MuniVest Fund, Inc. |
1.31%
47,917
|
$343,565,000 | 0.00% |
| Medtronic Plc |
Closed
4,129
|
$340,147,000 | |
| U.s. Bancorp |
Closed
7,554
|
$326,937,000 | |
| Symbotic, Inc. |
Opened
9,296
|
$326,847,000 | 0.00% |
| Gentex Corp. |
3.35%
9,502
|
$320,312,000 | 0.00% |
| Abbvie Inc |
Closed
2,061
|
$319,393,000 | |
| Walt Disney Company |
Closed
3,525
|
$318,274,000 | |
| Wells Fargo & Company |
Closed
6,100
|
$300,242,000 | |
| Nuveen Municipal Credit Income |
6.53%
24,080
|
$297,388,000 | 0.00% |
| Taiwan Semiconductor Manufactu |
38.74%
1,676
|
$291,306,000 | 0.00% |
| Veralto Corporation |
96.79%
2,977
|
$284,215,000 | 0.00% |
| Dbs Group Holdings Ltd Sponsor |
0.19%
2,676
|
$281,408,000 | 0.00% |
| Sap Se Sponsored Adr |
No change
1,347
|
$271,703,000 | 0.00% |
| Allianz Se Unsponsored Adr |
18.30%
9,385
|
$260,152,000 | 0.00% |
| Fidelity Contra Fund |
Closed
15,922
|
$256,181,000 | |
| Lululemon Athletica inc. |
Closed
500
|
$255,645,000 | |
| 3M Co. |
Closed
2,337
|
$255,481,000 | |
| Meta Platforms Inc |
Closed
714
|
$252,727,000 | |
| Third Ave Tr Real Estate Fd |
Closed
11,504
|
$249,531,000 | |
| Chugai Pharmaceutical Co., Ltd |
Closed
13,200
|
$248,820,000 | |
| Vanguard Index Fds Stk Mrk Etf |
52.39%
925
|
$247,505,000 | 0.00% |
| Infineon Technologies Ag Spons |
9.78%
6,620
|
$243,881,000 | 0.00% |
| Shell Plc Sponsored Adr |
Opened
3,365
|
$242,886,000 | 0.00% |
| Target Corp |
No change
1,633
|
$241,749,000 | 0.00% |
| Automatic Data Process Com |
Closed
974
|
$226,913,000 | |
| Manulife Finl Corp Com |
Opened
8,350
|
$222,277,000 | 0.00% |
| L'oreal Sa Unsponsored Adr |
No change
2,447
|
$214,920,000 | 0.00% |
| Ameriprise Financial Inc |
Closed
559
|
$212,144,000 | |
| Charles Schwab Balanced Pool |
Closed
2,800
|
$211,169,000 | |
| Marathon Petroleum Corp |
Closed
1,420
|
$210,671,000 | |
| Haier Smart Home Co., Ltd. Uns |
17.01%
15,722
|
$210,518,000 | 0.00% |
| Dassault Systemes Sa Sponsored |
23.42%
5,534
|
$209,130,000 | 0.00% |
| Fomento Economico Mexicano Sab |
No change
1,892
|
$203,674,000 | 0.00% |
| Eaton Vance Limited Duration I |
15.50%
20,165
|
$196,407,000 | 0.00% |
| Haleon Plc Sponsored Adr |
21.32%
21,991
|
$181,646,000 | 0.00% |
| Banco Bilbao Vizcaya Argentari |
No change
16,562
|
$166,117,000 | 0.00% |
| Amcor Plc Ord |
Closed
15,300
|
$147,492,000 | |
| First Trust High Yield Opportu |
Opened
10,075
|
$144,274,000 | 0.00% |
| Unicharm Corporation Sponsored |
No change
12,325
|
$80,113,000 | 0.00% |
| Ambev Sa Sponsored Adr |
No change
24,818
|
$50,877,000 | 0.00% |
| Petvivo Hldgs Inc Com New |
Closed
14,369
|
$15,231,000 | |
| No transactions found | |||
| Showing first 500 out of 219 holdings | |||