RIVER GLOBAL INVESTORS LLP

CIK 1486180 · Xem trên SEC EDGAR ↗

Giá trị danh mục
$515.0M
#3698 trên 9443 theo giá trị 13F · top 39.2%
Các vị thế
138
Tính đến
Ngày 31 tháng 12 năm 2024 Dữ liệu tính đến Q4 2024
Tỷ trọng 10 khoản nắm giữ hàng đầu
46,57%
Tỷ trọng 25 khoản nắm giữ hàng đầu
70,69%
Các vị thế trên 1%
24
Số lượng vị thế hiệu dụng
34,3

Dựa trên các khoản nắm giữ cổ phiếu dài hạn theo 13F (tiền mặt, trái phiếu, bán khống không được tiết lộ)

Các vị thế mới
138
Tăng
0
Giảm
0
Đã Đóng
0
Trên trang này

Phân bổ theo ngành

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%
Khác/Chưa xác định
0,1%

Danh mục đầy đủ 138 các vị thế

Loại Chuỗi Xu hướng 8 quý
MSFT Microsoft Corporation - Common Stock $35889861 6,97% 85153 Tăng ×1
GOOGL Alphabet Inc. - Class A Common Stock $33026649 6,41% 174435 Tăng ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $31800318 6,17% 160945 Tăng ×1
AVGO Broadcom Inc. - Common Stock $30843368 5,99% 133066 Tăng ×1
FIX Comfort Systems USA, Inc. Common Stock $20945223 4,07% 49370 Tăng ×1
MA Mastercard Incorporated Common Stock $18997278 3,69% 36036 Tăng ×1
COST Costco Wholesale Corporation - Common Stock $18016884 3,50% 19659 Tăng ×1
CPRT Copart, Inc. - Common Stock $17761913 3,45% 309441 Tăng ×1
SPGI S&P Global Inc. Common Stock $16482391 3,20% 33059 Tăng ×1
HEI Heico Corporation Common Stock $16073427 3,12% 67578 Tăng ×1
KLAC KLA Corporation - Common Stock $15443033 3,00% 24504 Tăng ×1
MXCT MaxCyte, Inc. - Common Stock $13493784 2,62% 3253192 Tăng ×1
AMZN Amazon.com, Inc. - Common Stock $10744936 2,09% 48982 Tăng ×1
RMD ResMed Inc. Common Stock $9574779 1,86% 41814 Tăng ×1
CMG Chipotle Mexican Grill, Inc. Common Stock $9426508 1,83% 156275 Tăng ×1
META Meta Platforms, Inc. - Class A Common Stock $8438550 1,64% 14408 Tăng ×1
WAT Waters Corporation Common Stock $8030759 1,56% 21674 Tăng ×1
WLY John Wiley & Sons, Inc. Common Stock $7174223 1,39% 164001 Tăng ×1
DIS Walt Disney Company (The) Common Stock $7056692 1,37% 63337 Tăng ×1
HSIC Henry Schein, Inc. - Common Stock $6404253 1,24% 92547 Tăng ×1
FISV Fiserv, Inc. - Common Stock $6359053 1,23% 30933 Tăng ×1
BKR Baker Hughes Company - Common Stock $6292579 1,22% 153384 Tăng ×1
WING Wingstop Inc. - Common Stock $6051153 1,17% 21305 Tăng ×1
C Citigroup, Inc. Common Stock $5357102 1,04% 76079 Tăng ×1
WTW Willis Towers Watson Public Limited Company - Ordinary Shares $4356474 0,85% 13912 Tăng ×1
ACA Arcosa, Inc. Common Stock $4163141 0,81% 43001 Tăng ×1
ICE Intercontinental Exchange Inc. Common Stock $4083882 0,79% 27404 Tăng ×1
MCK McKesson Corporation Common Stock $3855753 0,75% 6770 Tăng ×1
BKNG Booking Holdings Inc. - Common Stock $3233074 0,63% 650 Tăng ×1
SSNC SS&C Technologies Holdings, Inc. - Common Stock $2923978 0,57% 38580 Tăng ×1
GOLD Gold.com, Inc. Common Stock $2910854 0,57% 187899 Tăng ×1
PYPL PayPal Holdings, Inc. - Common Stock $2889778 0,56% 33854 Tăng ×1
JPM JP Morgan Chase & Co. Common Stock $2788269 0,54% 11619 Tăng ×1
MRVL Marvell Technology, Inc. - Common Stock $2721169 0,53% 24636 Tăng ×1
BLD TopBuild Corp. Common Stock $2645121 0,51% 8510 Tăng ×1
SPOT Spotify Technology S.A. Ordinary Shares $2557831 0,50% 5721 Tăng ×1
BAC Bank of America Corporation Common Stock $2543118 0,49% 57831 Tăng ×1
NFLX Netflix, Inc. - Common Stock $2493512 0,48% 2797 Tăng ×1
GSM Ferroglobe PLC - Ordinary Shares $2408105 0,47% 632879 Tăng ×1
GMED Globus Medical, Inc. Class A Common Stock $2362121 0,46% 28547 Tăng ×1
STT State Street Corporation Common Stock $2207157 0,43% 22475 Tăng ×1
REAL The RealReal, Inc. - Common Stock $2184223 0,42% 200112 Tăng ×1
PFE Pfizer, Inc. Common Stock $1923176 0,37% 72436 Tăng ×1
AMD Advanced Micro Devices, Inc. - Common Stock $1814266 0,35% 15020 Tăng ×1
JCI Johnson Controls International plc Ordinary Share $1712949 0,33% 21698 Tăng ×1
XOM Exxon Mobil Corporation Common Stock $1702679 0,33% 15819 Tăng ×1
SE Sea Limited American Depositary Shares, each representing one Class A Ordinary Share $1698680 0,33% 16020 Tăng ×1
CX Cemex, S.A.B. de C.V. Sponsored ADR $1672643 0,32% 296831 Tăng ×1
ZG Zillow Group, Inc. - Class A Common Stock $1666088 0,32% 23524 Tăng ×1
MTCH Match Group, Inc. - Common Stock $1621066 0,31% 49536 Tăng ×1
KD Kyndryl Holdings, Inc. Common Stock $1597550 0,31% 46192 Tăng ×1
TTWO Take-Two Interactive Software, Inc. - Common Stock $1597144 0,31% 8674 Tăng ×1
MHK Mohawk Industries, Inc. Common Stock $1586075 0,31% 13325 Tăng ×1
CFG Citizens Financial Group, Inc. Common Stock $1579883 0,31% 36091 Tăng ×1
MU Micron Technology, Inc. - Common Stock $1487700 0,29% 17676 Tăng ×1
GM General Motors Company Common Stock $1476411 0,29% 27713 Tăng ×1
YUMC Yum China Holdings, Inc. Common Stock $1471996 0,29% 30552 Tăng ×1
PATH UiPath, Inc. Class A Common Stock $1448245 0,28% 114035 Tăng ×1
DOCU DocuSign, Inc. - Common Stock $1422704 0,28% 15821 Tăng ×1
VSCO Victorias Secret & Co. Common Stock $1417450 0,28% 34209 Tăng ×1
SCHW Charles Schwab Corporation (The) Common Stock $1407448 0,27% 19017 Tăng ×1
REZI Resideo Technologies, Inc. Common Stock $1399177 0,27% 60715 Tăng ×1
QCOM QUALCOMM Incorporated - Common Stock $1380808 0,27% 8987 Tăng ×1
VMEO Vimeo, Inc. - Common Stock $1373315 0,27% 214413 Tăng ×1
ZBH Zimmer Biomet Holdings, Inc. Common Stock $1341944 0,26% 12706 Tăng ×1
KO Coca-Cola Company (The) Common Stock $1296711 0,25% 20819 Tăng ×1
UBER Uber Technologies, Inc. Common Stock $1292074 0,25% 21415 Tăng ×1
BAX Baxter International Inc. Common Stock $1279003 0,25% 43839 Tăng ×1
PH Parker-Hannifin Corporation Common Stock $1274954 0,25% 2006 Tăng ×1
AMAT Applied Materials, Inc. - Common Stock $1262892 0,25% 7764 Tăng ×1
XYZ Block, Inc. Class A Common Stock, $1262088 0,25% 14835 Tăng ×1
WMT Walmart Inc. - Common Stock $1243275 0,24% 13750 Tăng ×1
VMI Valmont Industries, Inc. Common Stock $1213206 0,24% 3958 Tăng ×1
TGT Target Corporation Common Stock $1203684 0,23% 8902 Tăng ×1
OKTA Okta, Inc. - Class A Common Stock $1179778 0,23% 14968 Tăng ×1
CELH Celsius Holdings, Inc. - Common Stock $1168085 0,23% 44338 Tăng ×1
PINS Pinterest, Inc. Class A Common Stock $1158727 0,22% 39963 Tăng ×1
ESTC Elastic N.V. Ordinary Shares $1154783 0,22% 11658 Tăng ×1
BBWI Bath & Body Works, Inc. $1136861 0,22% 29327 Tăng ×1
AGCO AGCO Corporation Common Stock $1132675 0,22% 12120 Tăng ×1
AVTR Avantor, Inc. Common Stock $1115397 0,22% 52900 Tăng ×1
ORCL Oracle Corporation Common Stock $1104521 0,21% 6626 Tăng ×1
EBAY eBay Inc. - Common Stock $1093797 0,21% 17649 Tăng ×1
RMAX RE/MAX Holdings, Inc. Class A Common Stock $1084693 0,21% 101563 Tăng ×1
NVDA NVIDIA Corporation - Common Stock $1083438 0,21% 8070 Tăng ×1
RBLX Roblox Corporation Class A Common Stock $1082525 0,21% 18711 Tăng ×1
LVS Las Vegas Sands Corp. Common Stock $1076112 0,21% 20934 Tăng ×1
SBUX Starbucks Corporation - Common Stock $1073700 0,21% 11764 Tăng ×1
CDW CDW Corporation - Common Stock $1068728 0,21% 6140 Tăng ×1
KHC The Kraft Heinz Company - Common Stock $1061203 0,21% 34550 Tăng ×1
CCL Carnival Corporation Common Stock $1053866 0,20% 42273 Tăng ×1
FIS Fidelity National Information Services, Inc. Common Stock $1053728 0,20% 13042 Tăng ×1
TWLO Twilio Inc. Class A Common Stock $1048563 0,20% 9695 Tăng ×1
DKNG DraftKings Inc. - Class A Common Stock $1047158 0,20% 28157 Tăng ×1
CRTO Criteo S.A. - American Depositary Shares $1030673 0,20% 26060 Tăng ×1
IFF International Flavors & Fragrances, Inc. Common Stock $1025665 0,20% 12128 Tăng ×1
SHAK Shake Shack, Inc. Class A Common Stock $998402 0,19% 7688 Tăng ×1
JNJ Johnson & Johnson Common Stock $997113 0,19% 6894 Tăng ×1
MMM 3M Company Common Stock $995787 0,19% 7713 Tăng ×1
OMC Omnicom Group Inc. Common Stock $991125 0,19% 11516 Tăng ×1

Các khoản đặt cược mới lớn nhất

Các vị thế mới được mở trong quý này, lớn nhất trước.

Chứng khoán Giá trị Cổ phiếu % của danh mục
MSFT $35889861 85153 6,97%
GOOGL $33026649 174435 6,41%
TSM $31800318 160945 6,17%
AVGO $30843368 133066 5,99%
FIX $20945223 49370 4,07%
MA $18997278 36036 3,69%
COST $18016884 19659 3,50%
CPRT $17761913 309441 3,45%
SPGI $16482391 33059 3,20%
HEI $16073427 67578 3,12%
KLAC $15443033 24504 3,00%
MXCT $13493784 3253192 2,62%
AMZN $10744936 48982 2,09%
RMD $9574779 41814 1,86%
CMG $9426508 156275 1,83%