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RGI

River Global Investors Portfolio holdings

AUM $515M
1-Year Est. Return 24.86%
This Fund
S&P 500
This Quarter Est. Return
+6.58%
1 Year Est. Return
+24.86%
3 Year Est. Return
+49.68%
5 Year Est. Return
+134.95%
10 Year Est. Return
–
AUM
$515M
AUM Growth
+$50.6M
Cap. Flow
+$31.8M
Cap. Flow %
6.17%
Top 10 Hldgs %
46.57%
Holding
153
New
16
Increased
6
Reduced
116
Closed
15

Top Buys

Rank Stock Value
1
TSM icon
TSMC
TSM
+$31.1M
2
FIX icon
Comfort Systems
FIX
+$21.7M
3
MA icon
Mastercard
MA
+$18.7M
4
COST icon
Costco
COST
+$18.2M
5
CPRT icon
Copart
CPRT
+$17.6M

Top Sells

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.16M
2
AMZN icon
Amazon
AMZN
+$7.65M
3
META icon
Meta Platforms (Facebook)
META
+$6.21M
4
FISV
Fiserv Inc
FISV
+$4.73M
5
C icon
Citigroup
C
+$4.48M

Sector Composition

Rank Sector Weight
1 Technology 29.32%
2 Communication Services 13.97%
3 Industrials 13.62%
4 Financials 12.92%
5 Healthcare 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ACA icon
26
Arcosa
ACA
$7.12B
$4.16M 0.81%
43,001
-37,227
-46% -$3.74M
ICE icon
27
Intercontinental Exchange
ICE
$79B
$4.08M 0.79%
27,404
-12,776
-32% -$2.02M
MCK icon
28
McKesson
MCK
$98.5B
$3.86M 0.75%
6,770
-3,014
-31% -$1.69M
BKNG icon
29
Booking.com
BKNG
$141B
$3.23M 0.63%
16,250
-17,150
-51% -$3.3M
SSNC icon
30
SS&C Technologies
SSNC
$16.8B
$2.92M 0.57%
+38,580
New +$2.89M
B
31
Barrick Mining
B
$58.5B
$2.91M 0.57%
187,899
-62,830
-25% -$1.14M
PYPL icon
32
PayPal
PYPL
$49.9B
$2.89M 0.56%
33,854
-25,245
-43% -$2.12M
JPM icon
33
JPMorgan Chase
JPM
$907B
$2.79M 0.54%
11,619
-8,981
-44% -$2.09M
MRVL icon
34
Marvell Technology
MRVL
$169B
$2.72M 0.53%
24,636
-14,664
-37% -$1.36M
BLD
35
DELISTED
TopBuild
BLD
$2.65M 0.51%
8,510
+1,580
+23% +$579K
SPOT icon
36
Spotify
SPOT
$98.3B
$2.56M 0.5%
5,721
-4,429
-44% -$1.9M
BAC icon
37
Bank of America
BAC
$430B
$2.54M 0.49%
57,831
-52,005
-47% -$2.29M
NFLX icon
38
Netflix
NFLX
$290B
$2.49M 0.48%
27,970
-22,210
-44% -$1.83M
GSM icon
39
FerroAtlántica
GSM
$626M
$2.41M 0.47%
+632,879
New +$2.71M
GMED icon
40
Globus Medical
GMED
$10.5B
$2.36M 0.46%
28,547
-18,520
-39% -$1.46M
STT icon
41
State Street
STT
$50.5B
$2.21M 0.43%
22,475
-47,091
-68% -$4.46M
REAL icon
42
The RealReal
REAL
$1.35B
$2.18M 0.42%
200,112
-159,511
-44% -$848K
PFE icon
43
Pfizer
PFE
$143B
$1.92M 0.37%
72,436
-43,338
-37% -$1.18M
AMD icon
44
Advanced Micro Devices
AMD
$808B
$1.81M 0.35%
15,020
-8,893
-37% -$1.28M
JCI icon
45
Johnson Controls International
JCI
$85.7B
$1.71M 0.33%
21,698
-19,493
-47% -$1.56M
XOM icon
46
ExxonMobil
XOM
$611B
$1.7M 0.33%
15,819
-22,680
-59% -$2.65M
SE icon
47
Sea Limited
SE
$63.7B
$1.7M 0.33%
16,020
-12,563
-44% -$1.32M
CX icon
48
Cemex
CX
$18.7B
$1.67M 0.32%
296,831
-272,342
-48% -$1.55M
ZG icon
49
Zillow
ZG
$7.71B
$1.67M 0.32%
23,524
-16,695
-42% -$1.15M
MTCH icon
50
Match Group
MTCH
$9.13B
$1.62M 0.31%
49,536
-32,846
-40% -$1.13M
1
2
3 4 5

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River Global Investors's Q4 2024 Portfolio in Review

As of Q4 2024, River Global Investors held 153 positions worth $515M, up 11% from $464M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

River Global Investors deployed $31.8M of net new capital in Q4 2024, opening 16 new positions and adding to 6 existing holdings. Its largest new stake was TSMC: 160,945 shares worth $31.8M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 29% a quarter earlier, followed by Communication Services and Industrials.

On the sell side, the largest reduction was Alphabet (Google) Class A, an estimated $8.16M trimmed.

  • River Global Investors's largest Q4 2024 buy was TSMC: 160,945 shares worth $31.8M.
  • River Global Investors added most to MaxCyte in Q4 2024, an estimated $4.5M increase.
  • River Global Investors's biggest Q4 2024 reduction was Alphabet (Google) Class A, cutting an estimated $8.16M.
  • River Global Investors fully exited Harley-Davidson in Q4 2024, selling an estimated $1.5M.
  • River Global Investors's ten largest holdings make up 47% of its $515M portfolio in Q4 2024.
  • River Global Investors opened 16 new positions and closed 15 in Q4 2024.
  • River Global Investors's portfolio value rose 11% quarter-over-quarter to $515M.

Based on River Global Investors's 13F filing for Q4 2024, filed 7 Feb 2025.