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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
AXTA icon
101
Axalta
AXTA
$6.92B
$976K 0.19%
28,538
-23,600
-45% -$888K
HDB icon
102
HDFC Bank
HDB
$135B
$969K 0.19%
30,356
-26,292
-46% -$841K
KKR icon
103
KKR & Co
KKR
$90.6B
$946K 0.18%
6,391
-7,537
-54% -$1.11M
JLL icon
104
Jones Lang LaSalle
JLL
$15.3B
$939K 0.18%
3,709
-3,101
-46% -$826K
HD icon
105
Home Depot
HD
$338B
$917K 0.18%
2,356
-1,970
-46% -$805K
AA icon
106
Alcoa
AA
$11.6B
$916K 0.18%
24,230
-19,302
-44% -$802K
DPZ icon
107
Domino's
DPZ
$10.7B
$911K 0.18%
2,172
-1,598
-42% -$698K
VTRS icon
108
Viatris
VTRS
$20.1B
$901K 0.17%
72,320
-68,205
-49% -$838K
BXP icon
109
Boston Properties
BXP
$11.1B
$881K 0.17%
11,834
-9,909
-46% -$804K
GILD icon
110
Gilead Sciences
GILD
$167B
$881K 0.17%
9,535
-7,892
-45% -$711K
WFC icon
111
Wells Fargo
WFC
$265B
$861K 0.17%
12,253
-26,862
-69% -$1.83M
IBM icon
112
IBM
IBM
$200B
$848K 0.16%
3,853
-3,122
-45% -$695K
SWK icon
113
Stanley Black & Decker
SWK
$14B
$831K 0.16%
10,346
-5,860
-36% -$543K
EL icon
114
Estee Lauder
EL
$29.7B
$826K 0.16%
11,019
-3,646
-25% -$288K
WY icon
115
Weyerhaeuser
WY
$17.7B
$798K 0.16%
28,368
-26,435
-48% -$825K
DHI icon
116
D.R. Horton
DHI
$42.4B
$795K 0.15%
5,684
-5,322
-48% -$889K
KVUE icon
117
Kenvue
KVUE
$36.4B
$757K 0.15%
35,418
-12,613
-26% -$286K
CBRE icon
118
CBRE Group
CBRE
$41.3B
$755K 0.15%
5,750
-5,038
-47% -$660K
NKE icon
119
Nike
NKE
$64.9B
$700K 0.14%
9,246
-7,654
-45% -$601K
IQ icon
120
iQIYI
IQ
$1.15B
$689K 0.13%
341,794
+93,561
+38% +$222K
W icon
121
Wayfair
W
$11.8B
$688K 0.13%
15,519
-11,777
-43% -$555K
PPG icon
122
PPG Industries
PPG
$26.2B
$679K 0.13%
5,682
-4,615
-45% -$577K
GTLB icon
123
GitLab
GTLB
$5.53B
$674K 0.13%
11,970
-7,049
-37% -$411K
BALL icon
124
Ball Corp
BALL
$16.7B
$667K 0.13%
12,092
-10,571
-47% -$648K
ABNB icon
125
Airbnb
ABNB
$86.6B
$629K 0.12%
4,787
-3,069
-39% -$413K
3 4
5
6 7

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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.