StockDriftsStockDriftsTop 50 River Global Investors Llp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 6.97% | 85.2K | $35.9M | +1.59%(+1.33K) | — | 2024-12-31 | |
| GOOGL | ALPHABET INC | 6.41% | 174.4K | $33.0M | -21.10%(-46.65K) | — | 2024-12-31 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 6.17% | 160.9K | $31.8M | new | — | 2024-12-31 | |
| AVGO | BROADCOM INC | 5.99% | 133.1K | $30.8M | +5.61%(+7.07K) | — | 2024-12-31 | |
| FIX | COMFORT SYS USA INC | 4.07% | 49.4K | $20.9M | new | — | 2024-12-31 | |
| MA | MASTERCARD INCORPORATED | 3.69% | 36.0K | $19.0M | new | — | 2024-12-31 | |
| COST | COSTCO WHSL CORP NEW | 3.5% | 19.7K | $18.0M | new | — | 2024-12-31 | |
| CPRT | COPART INC | 3.45% | 309.4K | $17.8M | new | — | 2024-12-31 | |
| SPGI | S&P GLOBAL INC | 3.2% | 33.1K | $16.5M | new | — | 2024-12-31 | |
| HEI | HEICO CORP NEW | 3.12% | 67.6K | $16.1M | new | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
River Global Investors Llp reports $515.02M in US-listed equity holdings across 138 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (7.0%), GOOGL (6.4%) and TSM (6.2%). Figures reflect the Q4 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from River Global Investors Llp’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1486180). View River Global Investors Llp’s 13F filings on SEC