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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
GTM
151
ZoomInfo Technologies
GTM
$905M
– –
-43,722
Closed -$451K
ZION icon
152
Zions Bancorporation
ZION
$10.6B
– –
-12,303
Closed -$581K
SRCL
153
DELISTED
Stericycle Inc
SRCL
– –
-16,882
Closed -$1.03M
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.