Titelia

Holdings of RIVERBRIDGE PARTNERS LLC

184 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 33.9 % of the equity sleeve

Sector breakdown

  • Technology 20.5 %
  • Industrials 8.0 %
  • Consumer discretionary 7.4 %
  • Communication 4.8 %
  • Health care 3.3 %
  • Financials 2.7 %
  • Funds 0.4 %
  • Consumer staples 0.2 %
  • Materials 0.1 %
  • Unattributed 52.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.2 %
  • DE 0.6 %
  • TW 0.1 %
  • NL 0.1 %
  • JP 0.0 %
  • GB 0.0 %
  • SG 0.0 %
  • CH 0.0 %
  • KY 0.0 %
  • MX 0.0 %
  • HK 0.0 %
  • FR 0.0 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US1643.8B $99.15 %
DE224.1M $0.63 %
TW12.4M $0.06 %
NL12.4M $0.06 %
JP6993.5K $0.03 %
GB3700.8K $0.02 %
SG1366.4K $0.01 %
CH1350.3K $0.01 %
KY1267.5K $0.01 %
MX1257.8K $0.01 %
HK1256.7K $0.01 %
FR1246.4K $0.01 %

Positions

CompanySharesValueWeight
NVIDIA Corp 1,156,543201.7M $
Microsoft Corp 459,806170.2M $
Five Below Inc 572,301130.8M $
Grand Canyon Education Inc 716,586121.8M $
Amazon.com Inc 562,039117.1M $
Ensign Group Inc/The 569,345114.7M $
Medpace Holdings Inc 237,407114M $
HEICO Corp 406,226111.4M $
Analog Devices Inc 346,665110.3M $
Fastenal Co 2,221,882103.1M $
Tyler Technologies Inc 256,41387.8M $
Kinsale Capital Group Inc 246,23684.1M $
Privia Health Group Inc 3,917,94880.6M $
Alphabet Inc 267,86677M $
Kadant Inc 252,23073.7M $
Rollins Inc 1,242,58566.4M $
West Pharmaceutical Services Inc 261,44265.5M $
S&P Global Inc 144,21561.3M $
Alphabet Inc 210,15460.3M $
ServiceNow Inc 549,78457.5M $
Verisk Analytics Inc 291,69255.3M $
Freshpet Inc 923,02354.4M $
Veeva Systems Inc 307,71754.1M $
Paylocity Holding Corp 462,01949.9M $
CoStar Group Inc 1,227,39149.5M $
Watsco Inc 131,73847.9M $
Glaukos Corp 433,22846.6M $
IDEXX Laboratories Inc 82,52446.4M $
Tesla Inc 121,64045.2M $
Netflix Inc 463,58344.6M $
Visa Inc 141,66542.8M $
Danaher Corp 222,82542.2M $
Workiva Inc 651,24338.8M $
Cintas Corp 229,15838.8M $
Starbucks Corp 427,88038.3M $
Cognex Corp 715,34335M $
Exponent Inc 533,11934.8M $
Guidewire Software Inc 229,51234.3M $
Floor & Decor Holdings Inc 655,41133.3M $
UnitedHealth Group Inc 118,35932M $
Bio-Techne Corp 608,91631.8M $
Simpson Manufacturing Co Inc 180,97731.1M $
Salesforce Inc 165,25930.8M $
Repligen Corp 258,47630.5M $
CSW Industrials Inc 115,65130.1M $
Motorola Solutions Inc 67,27829.2M $
Fair Isaac Corp 26,90128.7M $
CCC Intelligent Solutions Holdings Inc 4,481,08426.9M $
Option Care Health Inc 984,36026.5M $
Dutch Bros Inc 511,40325.9M $
Alarm.com Holdings Inc 592,85425.6M $
AAON Inc 302,36925M $
Entegris Inc 213,33525M $
SAP SE 138,93923.8M $
Transcat Inc 310,47622.8M $
SPS Commerce Inc 407,38522.7M $
First Watch Restaurant Group Inc 2,091,70021.9M $
Pennant Group Inc/The 661,05120.1M $
Synopsys Inc 49,11819.5M $
Chemed Corp 50,74719.2M $
Agilysys Inc 256,05418.2M $
Power Integrations Inc 336,06817.2M $
Hillman Solutions Corp 2,054,58817.1M $
Loar Holdings Inc 258,41614.8M $
Appfolio Inc 88,11213.9M $
Casella Waste Systems Inc 173,20513.7M $
DoubleVerify Holdings Inc 1,442,81413.7M $
Casey's General Stores Inc 17,61212.8M $
Toast Inc 459,80712.2M $
WillScot Holdings Corp 669,14211.6M $
LeMaitre Vascular Inc 105,59911.5M $
Doximity Inc 489,74211.4M $
ACV Auctions Inc 2,687,45911.4M $
RBC Bearings Inc 20,38611.1M $
Charles River Laboratories International Inc 63,78811M $
Alkami Technology Inc 688,98010.8M $
iShares Core S&P 500 ETF 16,34710.7M $
GoDaddy Inc 125,30810.4M $
TWFG Inc 549,61410.1M $
Jack Henry & Associates Inc 63,04510M $
Goosehead Insurance Inc 195,8178.4M $
Barrett Business Services Inc 284,2778.3M $
Align Technology Inc 47,9188.2M $
Grid Dynamics Holdings Inc 1,427,4098.1M $
Apple Inc 31,8698.1M $
Vanguard Extended Market ETF 23,6274.9M $
Inspire Medical Systems Inc 92,4944.8M $
OrthoPediatrics Corp 263,4394.2M $
TJX Cos Inc/The 23,6533.8M $
Ecolab Inc 13,3643.6M $
iShares Russell 2000 Growth ETF 11,1443.5M $
Brookfield Real Assets Income 239,8423.1M $
Snap-on Inc 8,4133.1M $
Angel Oak Financial Strategies Income Term Trust 233,4773M $
RiverNorth Flexible 225,0572.8M $
Sixth Street Specialty Lending Inc 143,7042.6M $
PGIM Investments 162,5142.6M $
Johnson & Johnson 10,0352.5M $
Rockwell Automation Inc 6,7852.4M $
Walmart Inc 19,4512.4M $