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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
BILL icon
126
BILL Holdings
BILL
$4.45B
$597K 0.12%
7,051
-5,175
-42% -$386K
TRIP icon
127
TripAdvisor
TRIP
$1.7B
$595K 0.12%
40,260
-32,548
-45% -$476K
BRK.B icon
128
Berkshire Hathaway Class B
BRK.B
$1.06T
$592K 0.11%
1,304
-1,145
-47% -$529K
DDOG icon
129
Datadog
DDOG
$92.1B
$559K 0.11%
3,913
-2,635
-40% -$362K
GEHC icon
130
GE HealthCare
GEHC
$28.7B
$543K 0.11%
6,948
-3,686
-35% -$313K
MMYT icon
131
MakeMyTrip
MMYT
$5.18B
$523K 0.1%
4,657
-3,564
-43% -$382K
NOAH
132
Noah Holdings
NOAH
$610M
$502K 0.1%
42,810
-13,577
-24% -$168K
PPLI
133
People Inc
PPLI
$3.31B
$497K 0.1%
14,053
-9,513
-40% -$381K
OGN icon
134
Organon & Co
OGN
$3.55B
$494K 0.1%
33,084
-25,691
-44% -$419K
MSGS icon
135
Madison Square Garden
MSGS
$9.56B
$443K 0.09%
1,962
-1,199
-38% -$268K
TBLA icon
136
Taboola.com
TBLA
$1.44B
$434K 0.08%
118,687
-81,922
-41% -$293K
CL icon
137
Colgate-Palmolive
CL
$74.4B
$358K 0.07%
3,938
-350
-8% -$33.4K
CRM icon
138
Salesforce
CRM
$140B
$290K 0.06%
867
-2,163
-71% -$690K
AEP icon
139
American Electric Power
AEP
$71.9B
– –
-4,834
Closed -$496K
AMG icon
140
Affiliated Managers Group
AMG
$9.77B
– –
-3,529
Closed -$627K
AVT icon
141
Avnet
AVT
$7.03B
– –
-13,347
Closed -$725K
BLK icon
142
Blackrock
BLK
$166B
– –
-937
Closed -$890K
DOCN icon
143
DigitalOcean
DOCN
$13.9B
– –
-16,840
Closed -$680K
EMN icon
144
Eastman Chemical
EMN
$7.84B
– –
-6,644
Closed -$744K
FLR icon
145
Fluor
FLR
$6.85B
– –
-16,434
Closed -$784K
GRMN
146
Garmin
GRMN
$48.1B
– –
-3,341
Closed -$588K
HOG icon
147
Harley-Davidson
HOG
$2.8B
– –
-38,898
Closed -$1.5M
NOV icon
148
NOV
NOV
$7.01B
– –
-45,385
Closed -$724K
ST icon
149
Sensata Technologies
ST
$6.55B
– –
-17,604
Closed -$631K
UPLD icon
150
Upland Software
UPLD
$15.8M
– –
-20,405
Closed -$507K
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.