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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
KD icon
51
Kyndryl
KD
$2.68B
$1.6M 0.31%
46,192
-29,724
-39% -$865K
TTWO icon
52
Take-Two Interactive
TTWO
$43.9B
$1.6M 0.31%
8,674
-6,544
-43% -$1.13M
MHK icon
53
Mohawk Industries
MHK
$6.8B
$1.59M 0.31%
13,325
-10,991
-45% -$1.54M
CFG icon
54
Citizens Financial Group
CFG
$30.6B
$1.58M 0.31%
36,091
-32,852
-48% -$1.45M
MU icon
55
Micron Technology
MU
$959B
$1.49M 0.29%
17,676
-12,745
-42% -$1.3M
GM icon
56
General Motors
GM
$68.6B
$1.48M 0.29%
27,713
-22,693
-45% -$1.19M
YUMC icon
57
Yum China
YUMC
$15.1B
$1.47M 0.29%
30,552
-22,804
-43% -$1.08M
PATH icon
58
UiPath
PATH
$6.3B
$1.45M 0.28%
114,035
-51,547
-31% -$681K
DOCU
59
DocuSign
DOCU
$10.1B
$1.42M 0.28%
15,821
-10,123
-39% -$808K
VSXY
60
Victoria's Secret
VSXY
$6.47B
$1.42M 0.28%
34,209
-8,323
-20% -$294K
SCHW
61
Charles Schwab
SCHW
$177B
$1.41M 0.27%
19,017
-13,808
-42% -$1.03M
REZI icon
62
Resideo Technologies
REZI
$5.43B
$1.4M 0.27%
60,715
-47,698
-44% -$1.12M
QCOM icon
63
Qualcomm
QCOM
$181B
$1.38M 0.27%
8,987
-6,477
-42% -$1.06M
VMEO
64
DELISTED
Vimeo
VMEO
$1.37M 0.27%
214,413
-153,556
-42% -$924K
ZBH icon
65
Zimmer Biomet
ZBH
$17.6B
$1.34M 0.26%
12,706
-8,378
-40% -$899K
KO icon
66
Coca-Cola
KO
$351B
$1.3M 0.25%
20,819
-21,436
-51% -$1.4M
UBER icon
67
Uber
UBER
$147B
$1.29M 0.25%
21,415
-12,433
-37% -$888K
BAX icon
68
Baxter International
BAX
$11.7B
$1.28M 0.25%
43,839
-30,235
-41% -$1.02M
PH icon
69
Parker-Hannifin
PH
$120B
$1.27M 0.25%
2,006
-1,884
-48% -$1.25M
AMAT icon
70
Applied Materials
AMAT
$421B
$1.26M 0.25%
7,764
-6,293
-45% -$1.14M
XYZ
71
Block Inc
XYZ
$47.6B
$1.26M 0.25%
14,835
-12,222
-45% -$1M
WMT icon
72
Walmart Inc
WMT
$909B
$1.24M 0.24%
13,750
-9,963
-42% -$865K
VMI icon
73
Valmont Industries
VMI
$10.3B
$1.21M 0.24%
3,958
-2,141
-35% -$690K
TGT icon
74
Target
TGT
$63.4B
$1.2M 0.23%
8,902
-7,558
-46% -$1.08M
OKTA icon
75
Okta
OKTA
$26B
$1.18M 0.23%
14,968
-7,176
-32% -$556K
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.