RIVER GLOBAL INVESTORS LLP

CIK 1486180 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$515.0M
#3.698 dari 9.443 berdasarkan nilai 13F · top 39.2%
Posisi
138
Per tanggal
31 Des. 2024 Data per Q4 2024
Bobot 10 kepemilikan teratas
46,57%
Bobot 25 kepemilikan teratas
70,69%
Posisi di atas 1%
24
Jumlah posisi efektif
34,3

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Posisi baru
138
Meningkat
0
Menurun
0
Tertutup
0
Di halaman ini

Rincian sektor

Technology
26,3%
Industrials
14,5%
Communication Services
14,0%
Financial Services
10,9%
Healthcare
10,3%
Retail
7,8%
Consumer Discretionary
6,3%
Financials
3,6%
Energy
1,6%
Consumer products
1,4%
Materials
1,2%
Real Estate
1,2%
Consumer Staples
0,7%
Packaging
0,1%
Lainnya/Tidak terpetakan
0,1%

Portofolio lengkap 138 posisi

Tipe Rentetan Tren 8 kuartal
MSFT Microsoft Corporation - Common Stock $35.889.861 6,97% 85.153 Naik ×1
GOOGL Alphabet Inc. - Class A Common Stock $33.026.649 6,41% 174.435 Naik ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $31.800.318 6,17% 160.945 Naik ×1
AVGO Broadcom Inc. - Common Stock $30.843.368 5,99% 133.066 Naik ×1
FIX Comfort Systems USA, Inc. Common Stock $20.945.223 4,07% 49.370 Naik ×1
MA Mastercard Incorporated Common Stock $18.997.278 3,69% 36.036 Naik ×1
COST Costco Wholesale Corporation - Common Stock $18.016.884 3,50% 19.659 Naik ×1
CPRT Copart, Inc. - Common Stock $17.761.913 3,45% 309.441 Naik ×1
SPGI S&P Global Inc. Common Stock $16.482.391 3,20% 33.059 Naik ×1
HEI Heico Corporation Common Stock $16.073.427 3,12% 67.578 Naik ×1
KLAC KLA Corporation - Common Stock $15.443.033 3,00% 24.504 Naik ×1
MXCT MaxCyte, Inc. - Common Stock $13.493.784 2,62% 3.253.192 Naik ×1
AMZN Amazon.com, Inc. - Common Stock $10.744.936 2,09% 48.982 Naik ×1
RMD ResMed Inc. Common Stock $9.574.779 1,86% 41.814 Naik ×1
CMG Chipotle Mexican Grill, Inc. Common Stock $9.426.508 1,83% 156.275 Naik ×1
META Meta Platforms, Inc. - Class A Common Stock $8.438.550 1,64% 14.408 Naik ×1
WAT Waters Corporation Common Stock $8.030.759 1,56% 21.674 Naik ×1
WLY John Wiley & Sons, Inc. Common Stock $7.174.223 1,39% 164.001 Naik ×1
DIS Walt Disney Company (The) Common Stock $7.056.692 1,37% 63.337 Naik ×1
HSIC Henry Schein, Inc. - Common Stock $6.404.253 1,24% 92.547 Naik ×1
FISV Fiserv, Inc. - Common Stock $6.359.053 1,23% 30.933 Naik ×1
BKR Baker Hughes Company - Common Stock $6.292.579 1,22% 153.384 Naik ×1
WING Wingstop Inc. - Common Stock $6.051.153 1,17% 21.305 Naik ×1
C Citigroup, Inc. Common Stock $5.357.102 1,04% 76.079 Naik ×1
WTW Willis Towers Watson Public Limited Company - Ordinary Shares $4.356.474 0,85% 13.912 Naik ×1
ACA Arcosa, Inc. Common Stock $4.163.141 0,81% 43.001 Naik ×1
ICE Intercontinental Exchange Inc. Common Stock $4.083.882 0,79% 27.404 Naik ×1
MCK McKesson Corporation Common Stock $3.855.753 0,75% 6.770 Naik ×1
BKNG Booking Holdings Inc. - Common Stock $3.233.074 0,63% 650 Naik ×1
SSNC SS&C Technologies Holdings, Inc. - Common Stock $2.923.978 0,57% 38.580 Naik ×1
GOLD Gold.com, Inc. Common Stock $2.910.854 0,57% 187.899 Naik ×1
PYPL PayPal Holdings, Inc. - Common Stock $2.889.778 0,56% 33.854 Naik ×1
JPM JP Morgan Chase & Co. Common Stock $2.788.269 0,54% 11.619 Naik ×1
MRVL Marvell Technology, Inc. - Common Stock $2.721.169 0,53% 24.636 Naik ×1
BLD TopBuild Corp. Common Stock $2.645.121 0,51% 8.510 Naik ×1
SPOT Spotify Technology S.A. Ordinary Shares $2.557.831 0,50% 5.721 Naik ×1
BAC Bank of America Corporation Common Stock $2.543.118 0,49% 57.831 Naik ×1
NFLX Netflix, Inc. - Common Stock $2.493.512 0,48% 2.797 Naik ×1
GSM Ferroglobe PLC - Ordinary Shares $2.408.105 0,47% 632.879 Naik ×1
GMED Globus Medical, Inc. Class A Common Stock $2.362.121 0,46% 28.547 Naik ×1
STT State Street Corporation Common Stock $2.207.157 0,43% 22.475 Naik ×1
REAL The RealReal, Inc. - Common Stock $2.184.223 0,42% 200.112 Naik ×1
PFE Pfizer, Inc. Common Stock $1.923.176 0,37% 72.436 Naik ×1
AMD Advanced Micro Devices, Inc. - Common Stock $1.814.266 0,35% 15.020 Naik ×1
JCI Johnson Controls International plc Ordinary Share $1.712.949 0,33% 21.698 Naik ×1
XOM Exxon Mobil Corporation Common Stock $1.702.679 0,33% 15.819 Naik ×1
SE Sea Limited American Depositary Shares, each representing one Class A Ordinary Share $1.698.680 0,33% 16.020 Naik ×1
CX Cemex, S.A.B. de C.V. Sponsored ADR $1.672.643 0,32% 296.831 Naik ×1
ZG Zillow Group, Inc. - Class A Common Stock $1.666.088 0,32% 23.524 Naik ×1
MTCH Match Group, Inc. - Common Stock $1.621.066 0,31% 49.536 Naik ×1
KD Kyndryl Holdings, Inc. Common Stock $1.597.550 0,31% 46.192 Naik ×1
TTWO Take-Two Interactive Software, Inc. - Common Stock $1.597.144 0,31% 8.674 Naik ×1
MHK Mohawk Industries, Inc. Common Stock $1.586.075 0,31% 13.325 Naik ×1
CFG Citizens Financial Group, Inc. Common Stock $1.579.883 0,31% 36.091 Naik ×1
MU Micron Technology, Inc. - Common Stock $1.487.700 0,29% 17.676 Naik ×1
GM General Motors Company Common Stock $1.476.411 0,29% 27.713 Naik ×1
YUMC Yum China Holdings, Inc. Common Stock $1.471.996 0,29% 30.552 Naik ×1
PATH UiPath, Inc. Class A Common Stock $1.448.245 0,28% 114.035 Naik ×1
DOCU DocuSign, Inc. - Common Stock $1.422.704 0,28% 15.821 Naik ×1
VSCO Victorias Secret & Co. Common Stock $1.417.450 0,28% 34.209 Naik ×1
SCHW Charles Schwab Corporation (The) Common Stock $1.407.448 0,27% 19.017 Naik ×1
REZI Resideo Technologies, Inc. Common Stock $1.399.177 0,27% 60.715 Naik ×1
QCOM QUALCOMM Incorporated - Common Stock $1.380.808 0,27% 8.987 Naik ×1
VMEO Vimeo, Inc. - Common Stock $1.373.315 0,27% 214.413 Naik ×1
ZBH Zimmer Biomet Holdings, Inc. Common Stock $1.341.944 0,26% 12.706 Naik ×1
KO Coca-Cola Company (The) Common Stock $1.296.711 0,25% 20.819 Naik ×1
UBER Uber Technologies, Inc. Common Stock $1.292.074 0,25% 21.415 Naik ×1
BAX Baxter International Inc. Common Stock $1.279.003 0,25% 43.839 Naik ×1
PH Parker-Hannifin Corporation Common Stock $1.274.954 0,25% 2.006 Naik ×1
AMAT Applied Materials, Inc. - Common Stock $1.262.892 0,25% 7.764 Naik ×1
XYZ Block, Inc. Class A Common Stock, $1.262.088 0,25% 14.835 Naik ×1
WMT Walmart Inc. - Common Stock $1.243.275 0,24% 13.750 Naik ×1
VMI Valmont Industries, Inc. Common Stock $1.213.206 0,24% 3.958 Naik ×1
TGT Target Corporation Common Stock $1.203.684 0,23% 8.902 Naik ×1
OKTA Okta, Inc. - Class A Common Stock $1.179.778 0,23% 14.968 Naik ×1
CELH Celsius Holdings, Inc. - Common Stock $1.168.085 0,23% 44.338 Naik ×1
PINS Pinterest, Inc. Class A Common Stock $1.158.727 0,22% 39.963 Naik ×1
ESTC Elastic N.V. Ordinary Shares $1.154.783 0,22% 11.658 Naik ×1
BBWI Bath & Body Works, Inc. $1.136.861 0,22% 29.327 Naik ×1
AGCO AGCO Corporation Common Stock $1.132.675 0,22% 12.120 Naik ×1
AVTR Avantor, Inc. Common Stock $1.115.397 0,22% 52.900 Naik ×1
ORCL Oracle Corporation Common Stock $1.104.521 0,21% 6.626 Naik ×1
EBAY eBay Inc. - Common Stock $1.093.797 0,21% 17.649 Naik ×1
RMAX RE/MAX Holdings, Inc. Class A Common Stock $1.084.693 0,21% 101.563 Naik ×1
NVDA NVIDIA Corporation - Common Stock $1.083.438 0,21% 8.070 Naik ×1
RBLX Roblox Corporation Class A Common Stock $1.082.525 0,21% 18.711 Naik ×1
LVS Las Vegas Sands Corp. Common Stock $1.076.112 0,21% 20.934 Naik ×1
SBUX Starbucks Corporation - Common Stock $1.073.700 0,21% 11.764 Naik ×1
CDW CDW Corporation - Common Stock $1.068.728 0,21% 6.140 Naik ×1
KHC The Kraft Heinz Company - Common Stock $1.061.203 0,21% 34.550 Naik ×1
CCL Carnival Corporation Common Stock $1.053.866 0,20% 42.273 Naik ×1
FIS Fidelity National Information Services, Inc. Common Stock $1.053.728 0,20% 13.042 Naik ×1
TWLO Twilio Inc. Class A Common Stock $1.048.563 0,20% 9.695 Naik ×1
DKNG DraftKings Inc. - Class A Common Stock $1.047.158 0,20% 28.157 Naik ×1
CRTO Criteo S.A. - American Depositary Shares $1.030.673 0,20% 26.060 Naik ×1
IFF International Flavors & Fragrances, Inc. Common Stock $1.025.665 0,20% 12.128 Naik ×1
SHAK Shake Shack, Inc. Class A Common Stock $998.402 0,19% 7.688 Naik ×1
JNJ Johnson & Johnson Common Stock $997.113 0,19% 6.894 Naik ×1
MMM 3M Company Common Stock $995.787 0,19% 7.713 Naik ×1
OMC Omnicom Group Inc. Common Stock $991.125 0,19% 11.516 Naik ×1

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas Nilai Saham % dari portofolio
MSFT $35.889.861 85.153 6,97%
GOOGL $33.026.649 174.435 6,41%
TSM $31.800.318 160.945 6,17%
AVGO $30.843.368 133.066 5,99%
FIX $20.945.223 49.370 4,07%
MA $18.997.278 36.036 3,69%
COST $18.016.884 19.659 3,50%
CPRT $17.761.913 309.441 3,45%
SPGI $16.482.391 33.059 3,20%
HEI $16.073.427 67.578 3,12%
KLAC $15.443.033 24.504 3,00%
MXCT $13.493.784 3.253.192 2,62%
AMZN $10.744.936 48.982 2,09%
RMD $9.574.779 41.814 1,86%
CMG $9.426.508 156.275 1,83%