River & Mercantile Asset Management

River Global Investors as of Dec. 31, 2024

Portfolio Holdings for River Global Investors

River Global Investors holds 138 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 7.0 $36M 85k 421.48
Alphabet Cap Stk Cl A (GOOGL) 6.4 $33M 174k 189.34
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 6.2 $32M 161k 197.59
Broadcom (AVGO) 6.0 $31M 133k 231.79
Comfort Systems USA (FIX) 4.1 $21M 49k 424.25
Mastercard Incorporated Cl A (MA) 3.7 $19M 36k 527.17
Costco Wholesale Corporation (COST) 3.5 $18M 20k 916.47
Copart (CPRT) 3.4 $18M 309k 57.40
S&p Global (SPGI) 3.2 $17M 33k 498.57
HEICO Corporation (HEI) 3.1 $16M 68k 237.85
Kla Corp Com New (KLAC) 3.0 $15M 25k 630.23
Maxcyte (MXCT) 2.6 $14M 3.3M 4.15
Amazon (AMZN) 2.1 $11M 49k 219.37
ResMed (RMD) 1.9 $9.6M 42k 228.99
Chipotle Mexican Grill (CMG) 1.8 $9.4M 156k 60.32
Meta Platforms Cl A (META) 1.6 $8.4M 14k 585.68
Waters Corporation (WAT) 1.6 $8.0M 22k 370.52
Wiley John & Sons Cl A (WLY) 1.4 $7.2M 164k 43.74
Walt Disney Company (DIS) 1.4 $7.1M 63k 111.42
Henry Schein (HSIC) 1.2 $6.4M 93k 69.20
Fiserv (FI) 1.2 $6.4M 31k 205.57
Baker Hughes Company Cl A (BKR) 1.2 $6.3M 153k 41.02
Wingstop (WING) 1.2 $6.1M 21k 284.02
Citigroup Com New (C) 1.0 $5.4M 76k 70.42
Willis Towers Watson SHS (WTW) 0.8 $4.4M 14k 313.15
Arcosa (ACA) 0.8 $4.2M 43k 96.81
Intercontinental Exchange (ICE) 0.8 $4.1M 27k 149.03
McKesson Corporation (MCK) 0.7 $3.9M 6.8k 569.54
Booking Holdings (BKNG) 0.6 $3.2M 650.00 4973.96
Ss&c Technologies Holding (SSNC) 0.6 $2.9M 39k 75.79
Barrick Gold Corp (GOLD) 0.6 $2.9M 188k 15.49
Paypal Holdings (PYPL) 0.6 $2.9M 34k 85.36
JPMorgan Chase & Co. (JPM) 0.5 $2.8M 12k 239.97
Marvell Technology (MRVL) 0.5 $2.7M 25k 110.45
Topbuild (BLD) 0.5 $2.6M 8.5k 310.82
Spotify Technology S A SHS (SPOT) 0.5 $2.6M 5.7k 447.10
Bank of America Corporation (BAC) 0.5 $2.5M 58k 43.98
Netflix (NFLX) 0.5 $2.5M 2.8k 891.50
Ferroglobe SHS (GSM) 0.5 $2.4M 633k 3.81
Globus Med Cl A (GMED) 0.5 $2.4M 29k 82.75
State Street Corporation (STT) 0.4 $2.2M 23k 98.20
Realreal (REAL) 0.4 $2.2M 200k 10.91
Pfizer (PFE) 0.4 $1.9M 72k 26.55
Advanced Micro Devices (AMD) 0.4 $1.8M 15k 120.79
Johnson Ctls Intl SHS (JCI) 0.3 $1.7M 22k 78.94
Exxon Mobil Corporation (XOM) 0.3 $1.7M 16k 107.64
Sea Sponsord Ads (SE) 0.3 $1.7M 16k 106.03
Cemex Sab De Cv Spon Adr New (CX) 0.3 $1.7M 297k 5.63
Zillow Group Cl A (ZG) 0.3 $1.7M 24k 70.83
Match Group (MTCH) 0.3 $1.6M 50k 32.73
Kyndryl Hldgs Common Stock (KD) 0.3 $1.6M 46k 34.59
Take-Two Interactive Software (TTWO) 0.3 $1.6M 8.7k 184.13
Mohawk Industries (MHK) 0.3 $1.6M 13k 119.03
Citizens Financial (CFG) 0.3 $1.6M 36k 43.77
Micron Technology (MU) 0.3 $1.5M 18k 84.17
General Motors Company (GM) 0.3 $1.5M 28k 53.27
Yum China Holdings (YUMC) 0.3 $1.5M 31k 48.18
Uipath Cl A (PATH) 0.3 $1.4M 114k 12.70
Docusign (DOCU) 0.3 $1.4M 16k 89.92
Victorias Secret And Common Stock (VSCO) 0.3 $1.4M 34k 41.44
Charles Schwab Corporation (SCHW) 0.3 $1.4M 19k 74.01
Resideo Technologies (REZI) 0.3 $1.4M 61k 23.05
Qualcomm (QCOM) 0.3 $1.4M 9.0k 153.65
Vimeo Common Stock (VMEO) 0.3 $1.4M 214k 6.41
Zimmer Holdings (ZBH) 0.3 $1.3M 13k 105.61
Coca-Cola Company (KO) 0.3 $1.3M 21k 62.28
Uber Technologies (UBER) 0.3 $1.3M 21k 60.34
Baxter International (BAX) 0.2 $1.3M 44k 29.18
Parker-Hannifin Corporation (PH) 0.2 $1.3M 2.0k 635.57
Applied Materials (AMAT) 0.2 $1.3M 7.8k 162.66
Block Cl A (XYZ) 0.2 $1.3M 15k 85.08
Wal-Mart Stores (WMT) 0.2 $1.2M 14k 90.42
Valmont Industries (VMI) 0.2 $1.2M 4.0k 306.52
Target Corporation (TGT) 0.2 $1.2M 8.9k 135.22
Okta Cl A (OKTA) 0.2 $1.2M 15k 78.82
Celsius Hldgs Com New (CELH) 0.2 $1.2M 44k 26.34
Pinterest Cl A (PINS) 0.2 $1.2M 40k 29.00
Elastic N V Ord Shs (ESTC) 0.2 $1.2M 12k 99.06
Bath &#38 Body Works In (BBWI) 0.2 $1.1M 29k 38.77
AGCO Corporation (AGCO) 0.2 $1.1M 12k 93.45
Avantor (AVTR) 0.2 $1.1M 53k 21.09
Oracle Corporation (ORCL) 0.2 $1.1M 6.6k 166.69
eBay (EBAY) 0.2 $1.1M 18k 61.98
Re Max Hldgs Cl A (RMAX) 0.2 $1.1M 102k 10.68
NVIDIA Corporation (NVDA) 0.2 $1.1M 8.1k 134.25
Roblox Corp Cl A (RBLX) 0.2 $1.1M 19k 57.85
Las Vegas Sands (LVS) 0.2 $1.1M 21k 51.41
Starbucks Corporation (SBUX) 0.2 $1.1M 12k 91.27
Cdw (CDW) 0.2 $1.1M 6.1k 174.06
Kraft Heinz (KHC) 0.2 $1.1M 35k 30.71
Carnival Corp Unit 99/99/9999 (CCL) 0.2 $1.1M 42k 24.93
Fidelity National Information Services (FIS) 0.2 $1.1M 13k 80.80
Twilio Cl A (TWLO) 0.2 $1.0M 9.7k 108.16
Draftkings Com Cl A (DKNG) 0.2 $1.0M 28k 37.19
Criteo S A Spons Ads (CRTO) 0.2 $1.0M 26k 39.55
International Flavors & Fragrances (IFF) 0.2 $1.0M 12k 84.57
Shake Shack Cl A (SHAK) 0.2 $998k 7.7k 129.87
Johnson & Johnson (JNJ) 0.2 $997k 6.9k 144.63
3M Company (MMM) 0.2 $996k 7.7k 129.10
Omni (OMC) 0.2 $991k 12k 86.06
Axalta Coating Sys (AXTA) 0.2 $976k 29k 34.22
Hdfc Bank Sponsored Ads (HDB) 0.2 $969k 15k 63.85
Kkr & Co (KKR) 0.2 $946k 6.4k 148.06
Jones Lang LaSalle Incorporated (JLL) 0.2 $939k 3.7k 253.18
Home Depot (HD) 0.2 $917k 2.4k 389.21
Alcoa (AA) 0.2 $916k 24k 37.81
Domino's Pizza (DPZ) 0.2 $911k 2.2k 419.58
Viatris (VTRS) 0.2 $901k 72k 12.46
Boston Properties (BXP) 0.2 $881k 12k 74.42
Gilead Sciences (GILD) 0.2 $881k 9.5k 92.36
Wells Fargo & Company (WFC) 0.2 $861k 12k 70.28
International Business Machines (IBM) 0.2 $848k 3.9k 219.99
Stanley Black & Decker (SWK) 0.2 $831k 10k 80.31
Lauder Estee Cos Cl A (EL) 0.2 $826k 11k 74.96
Weyerhaeuser Co Mtn Be Com New (WY) 0.2 $798k 28k 28.14
D.R. Horton (DHI) 0.2 $795k 5.7k 139.81
Kenvue (KVUE) 0.1 $757k 35k 21.36
Cbre Group Cl A (CBRE) 0.1 $755k 5.8k 131.28
Nike CL B (NKE) 0.1 $700k 9.2k 75.69
Iqiyi Sponsored Ads (IQ) 0.1 $689k 342k 2.02
Wayfair Cl A (W) 0.1 $688k 16k 44.34
PPG Industries (PPG) 0.1 $679k 5.7k 119.44
Gitlab Class A Com (GTLB) 0.1 $674k 12k 56.34
Ball Corporation (BALL) 0.1 $667k 12k 55.13
Airbnb Com Cl A (ABNB) 0.1 $629k 4.8k 131.42
Bill Com Holdings Ord (BILL) 0.1 $597k 7.1k 84.65
Tripadvisor (TRIP) 0.1 $595k 40k 14.77
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $592k 1.3k 453.65
Datadog Cl A Com (DDOG) 0.1 $559k 3.9k 142.85
Ge Healthcare Technologies I Common Stock (GEHC) 0.1 $543k 6.9k 78.17
Makemytrip Limited Mauritius SHS (MMYT) 0.1 $523k 4.7k 112.38
Noah Hldgs Spon Ads (NOAH) 0.1 $502k 43k 11.72
Iac Com New (IAC) 0.1 $497k 12k 43.14
Organon & Co Common Stock (OGN) 0.1 $494k 33k 14.93
Madison Square Grdn Sprt Cor Cl A (MSGS) 0.1 $443k 2.0k 225.90
Taboola.com Ord Shs (TBLA) 0.1 $434k 119k 3.65
Colgate-Palmolive Company (CL) 0.1 $358k 3.9k 90.94
salesforce (CRM) 0.1 $290k 867.00 334.51