Lois Beckmen
@Riverbridge Partners Llc
Latest period2024 - Q4ReportedManaged Assets$7.328BTotal holdings179
Assets growth rate-2.12%Assets growth rate (2-Q avg)-0.19%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Riverbridge Partners Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 179 positions.
Assets under management
The assets under management (AUM) of Riverbridge Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 7.328B in assets, with a quarterly growth rate of -2.12% and a 2-quarter average growth rate of -0.19%. The portfolio is managed by Lois Beckmen, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
CSGPCostar Group, Inc.
| 1.9% | $139.163M 1.944M shares@ $71.59 avg price | Increased 5.54% |
PRVAPrivia Health Group, Inc.
| 1.56% | $113.868M 5.824M shares@ $19.55 avg price | Increased 19.7% |
KRNTKornit Digital Ltd.
| 0.82% | $59.643M 1.927M shares@ $30.96 avg price | Increased 21.1% |
IWMIshares Tr Russell 2000
| 0.16% | $11.366M 51,441 shares@ $220.96 avg price | Increased 718.87% |
VXFVanguard Index Fds Extend Mkt
| 0.15% | $10.566M 55,617 shares@ $189.99 avg price | Increased 116.09% |
IVVIshares Core S&p 500 Etf
| 0.09% | $6.514M 11,065 shares@ $588.71 avg price | Increased 270.69% |
IUSGIshares Core S&p U.s. Growth E
| 0.06% | $3.823M 27,436 shares@ $139.36 avg price | Increased 145.76% |
IWOIshares Tr Russell 2000 Growth
| 0.05% | $3.186M 11,069 shares@ $287.84 avg price | Increased 63.19% |
FXAIXFidelity 500 Index Fund Inst
| 0.02% | $1.454M 7,123 shares@ $204.19 avg price | Increased 11.63% |
FINSAngel Oak Financial Strategies
| 0.02% | $1.35M 106,333 shares@ $12.7 avg price | Increased 41.77% |