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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
CELH icon
76
Celsius Holdings
CELH
$7.41B
$1.17M 0.23%
+44,338
New +$1.32M
PINS icon
77
Pinterest
PINS
$13B
$1.16M 0.23%
39,963
-33,309
-45% -$1.05M
ESTC icon
78
Elastic
ESTC
$6.4B
$1.15M 0.22%
11,658
-8,226
-41% -$760K
BBWI icon
79
Bath & Body Works
BBWI
$4.21B
$1.14M 0.22%
29,327
-10,754
-27% -$360K
AGCO icon
80
AGCO
AGCO
$8.35B
$1.13M 0.22%
12,120
-4,770
-28% -$462K
AVTR icon
81
Avantor
AVTR
$7.56B
$1.12M 0.22%
+52,900
New +$1.19M
ORCL icon
82
Oracle
ORCL
$364B
$1.1M 0.21%
6,626
-4,878
-42% -$867K
EBAY icon
83
eBay
EBAY
$49.8B
$1.09M 0.21%
17,649
-17,422
-50% -$1.11M
RMAX icon
84
RE/MAX Holdings
RMAX
$237M
$1.08M 0.21%
101,563
-87,350
-46% -$1.05M
NVDA icon
85
NVIDIA
NVDA
$4.91T
$1.08M 0.21%
8,070
-5,721
-41% -$789K
RBLX icon
86
Roblox
RBLX
$37B
$1.08M 0.21%
18,711
-16,659
-47% -$838K
LVS icon
87
Las Vegas Sands
LVS
$30.1B
$1.08M 0.21%
20,934
-17,246
-45% -$894K
SBUX icon
88
Starbucks
SBUX
$120B
$1.07M 0.21%
11,764
-9,668
-45% -$935K
CDW icon
89
CDW
CDW
$17B
$1.07M 0.21%
6,140
-4,315
-41% -$838K
KHC icon
90
Kraft Heinz
KHC
$30.7B
$1.06M 0.21%
34,550
-23,763
-41% -$779K
CCL icon
91
Carnival Corporation Ltd
CCL
$36.2B
$1.05M 0.2%
42,273
-30,634
-42% -$717K
FIS icon
92
Fidelity National Information Services
FIS
$21.7B
$1.05M 0.2%
13,042
-9,524
-42% -$820K
TWLO icon
93
Twilio
TWLO
$31.4B
$1.05M 0.2%
9,695
-6,318
-39% -$577K
DKNG icon
94
DraftKings
DKNG
$12.4B
$1.05M 0.2%
28,157
-14,911
-35% -$592K
CRTO icon
95
Criteo
CRTO
$1.13B
$1.03M 0.2%
26,060
-21,545
-45% -$859K
IFF icon
96
International Flavors & Fragrances
IFF
$20B
$1.03M 0.2%
+12,128
New +$1.14M
SHAK icon
97
Shake Shack
SHAK
$2.34B
$998K 0.19%
7,688
-6,110
-44% -$749K
JNJ icon
98
Johnson & Johnson
JNJ
$609B
$997K 0.19%
6,894
-4,943
-42% -$766K
MMM icon
99
3M
MMM
$83.4B
$996K 0.19%
7,713
-6,047
-44% -$793K
OMC icon
100
Omnicom Group
OMC
$23.3B
$991K 0.19%
11,516
-10,548
-48% -$1.05M
2 3
4
5 6

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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.