RG
River Global Investors LLP Historical SEC 13F Holdings & Archive (Q4 2024)
River Global Investors LLPCIK: 0001486180
Diversified strategyLong-term holderQuality / disciplined sizing
Total reported value
$515.0M
Reporting period: 2024-12-31 · Number of holdings: 138
RIVER GLOBAL INVESTORS LLP disclosed 138 holdings in its latest 13F filing for the period ending 2024-12-31, with total reported value of $515.0M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 11.67
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 51.03
- Diversification
- 100
- Sizing Uniformity
- 82.54
River Global Investors LLP's disclosed holdings carry a Herfindahl concentration index of 0.029 — mathematically equivalent to about 34 equally-sized positions, well below its 138 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.75), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.97% | — | +1.59% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.41% | — | -21.10% | |
| 3 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 6.17% | — | — | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 5.99% | — | +5.61% | |
| 5 | FIX | Comfort Systems USA Inc | Stock-Industrials | 4.07% | — | — | |
| 6 | MA | Mastercard Inc - A | Stock-Financials | 3.69% | — | — | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.50% | — | — | |
| 8 | CPRT | Copart Inc | Stock-Industrials | 3.45% | — | — | |
| 9 | SPGI | S&p Global Inc | Stock-Financials | 3.20% | — | — | |
| 10 | HEI | Heico CORP | Stock-Industrials | 3.12% | — | — | |
| 11 | KLAC | Kla CORP | Stock-Tech | 3.00% | — | +3.43% | |
| 12 | MXCT | Maxcyte Inc | Stock-Other | 2.62% | — | +57.73% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.09% | — | -43.30% | |
| 14 | RMD | Resmed Inc | Stock-Healthcare | 1.86% | — | — | |
| 15 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.83% | — | — | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.64% | — | -42.35% | |
| 17 | WAT | Waters CORP | Stock-Healthcare | 1.56% | — | -21.30% | |
| 18 | WLY | Wiley (john) & Sons-class A | Stock-Other | 1.39% | — | — | |
| 19 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.37% | — | -21.02% | |
| 20 | HSIC | Henry Schein Inc | Stock-Healthcare | 1.24% | — | -34.08% | |
| 21 | FISV | Fiserv Inc | Stock-Other | 1.23% | — | -42.83% | |
| 22 | BKR | Baker Hughes Co | Stock-Energy | 1.22% | — | -34.73% | |
| 23 | WING | Wingstop Inc | Stock-Consumer Disc | 1.17% | — | — | |
| 24 | C | Citigroup Inc | Stock-Financials | 1.04% | — | -46.60% | |
| 25 | WTW | Willis Towers Watson Public Limited Company | Stock-Financials | 0.85% | — | -26.50% | |
| 26 | ACA | Arcosa Inc | Stock-Industrials | 0.81% | — | -46.40% | |
| 27 | ICE | Intercontinental Exchange In | Stock-Financials | 0.79% | — | -31.80% | |
| 28 | MCK | Mckesson CORP | Stock-Healthcare | 0.75% | — | -30.81% | |
| 29 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.63% | — | -51.35% | |
| 30 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 0.57% | — | — | |
| 31 | ABX | Barrick Gold CORP | Stock-Financials | 0.57% | — | -25.06% | |
| 32 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.56% | — | -42.72% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.54% | — | -43.60% | |
| 34 | MRVL | Marvell Technology Inc | Stock-Tech | 0.53% | — | -37.31% | |
| 35 | BLD | Topbuild CORP | Stock-Industrials | 0.51% | — | +22.80% | |
| 36 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.50% | — | -43.64% | |
| 37 | BAC | Bank Of America CORP | Stock-Financials | 0.49% | — | -47.35% | |
| 38 | NFLX | Netflix Inc | Stock-Comm Services | 0.48% | — | -44.26% | |
| 39 | ✓ | Ferroglobe PLC | Stock-Other | 0.47% | — | — | |
| 40 | GMED | Globus Medical Inc - A | Stock-Healthcare | 0.46% | — | -39.35% | |
| 41 | STT | State Street CORP | Stock-Financials | 0.43% | — | -67.69% | |
| 42 | REAL | Realreal Inc/the | Stock-Other | 0.42% | — | -44.36% | |
| 43 | PFE | Pfizer Inc | Stock-Healthcare | 0.37% | — | -37.43% | |
| 44 | AMD | Advanced Micro Devices | Stock-Tech | 0.35% | — | -37.19% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.33% | — | -47.32% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.33% | — | -58.91% | |
| 47 | SE | Sea Ltd-adr | Stock-Comm Services | 0.33% | — | -43.95% | |
| 48 | CX | Cemex Sab-spons Adr Part Cer | Stock-Other | 0.32% | — | -47.85% | |
| 49 | ZG | Zillow Group Inc - A | Stock-Comm Services | 0.32% | — | -41.51% | |
| 50 | MTCH | Match Group Inc | Stock-Comm Services | 0.31% | — | -39.87% |
1–50 of 138
Portfolio Performance
Performance for Q3 2026
-0.1%
Performance Last 4 Quarters
+26.8%
- Stdev
- +17.8%
- Beta
- +1.26
- Alpha
- -3.3%
- Max Drawdown
- -12%
- Annualized Perf
- +22.3%
- Batting Avg vs S&P
- +58.3%
- Sortino
- +2.45
- Stutzer
- +0.36
- Treynor
- +0.17
- Sterling
- +1.22
- Calmar
- +1.86
- Information Ratio
- +0.22
- Tracking Error
- +8%
- Stdev Down
- +8.9%
- Winning Months %
- +63.9%
- Losing Months %
- +36.1%
- Best 12 Months
- +45.8%
- Worst 12 Months
- +2.5%
- Efficiency Ratio
- +0.55
- Sharpe
- +1.22
- Stdev Sectors
- +8.4%
- Skewness
- +0.3
- Kurtosis
- +0.28
- Upside Potential
- +4.05
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2024 Q4 | 138 | $515.0M | 0 | ||
| 2024 Q3 | 137 | $464.4M | 0 | ||
| 2024 Q2 | 153 | $363.8M | 0 | ||
| 2024 Q1 | 189 | $398.4M | 0 | ||
| 2023 Q4 | 230 | $527.9M | 0 | ||
| 2023 Q3 | 204 | $427.2M | 0 | ||
| 2023 Q2 | 200 | $505.9M | 0 | ||
| 2023 Q1 | 191 | $488.5M | 0 | ||
| 2022 Q4 | 189 | $465.6M | 0 | ||
| 2022 Q3 | 172 | $521.6M | 0 | ||
| 2022 Q2 | 165 | $564.2M | 0 | ||
| 2022 Q1 | 157 | $761.6M | 0 | ||
| 2021 Q4 | 153 | $1.3B | 0 | ||
| 2021 Q3 | 151 | $1.3B | 0 | ||
| 2021 Q2 | 139 | $1.5B | 100 | ||
| 2021 Q1 | 131 | $1.7B | 32 | ||
| 2020 Q4 | 136 | $1.8B | 39 | ||
| 2020 Q3 | 139 | $1.4B | 25 | ||
| 2020 Q2 | 140 | $1.4B | 31 | ||
| 2020 Q1 | 121 | $1.1B | 63 | ||
| 2019 Q4 | 127 | $1.8B | 30 | ||
| 2019 Q3 | 128 | $1.4B | 22 | ||
| 2019 Q2 | 132 | $1.4B | 23 | ||
| 2019 Q1 | 144 | $1.4B | 33 | ||
| 2018 Q4 | 139 | $1.2B | 42 | ||
| 2018 Q3 | 125 | $1.1B | 26 | ||
| 2018 Q2 | 124 | $969.4M | 29 | ||
| 2018 Q1 | 121 | $856.6M | 31 | ||
| 2017 Q4 | 113 | $892.3M | 32 | ||
| 2017 Q3 | 106 | $674.0M | 42 | ||
| 2017 Q2 | 101 | $538.1M | 38 | ||
| 2017 Q1 | 107 | $447.6M | 37 | ||
| 2016 Q4 | 85 | $353.5M | 40 | ||
| 2016 Q3 | 90 | $314.8M | 54 | ||
| 2016 Q2 | 115 | $231.9M | 58 | ||
| 2016 Q1 | 120 | $155.5M | 44 | ||
| 2015 Q4 | 101 | $147.0M | 91 | ||
| 2015 Q2 | 92 | $78.7M | 100 | ||
| 2015 Q1 | 95 | $264.3M | 71 | ||
| 2014 Q4 | 86 | $405.9M | 93 | ||
| 2014 Q3 | 64 | $508.2M | 84 | ||
| 2014 Q2 | 61 | $384.2M | 68 | ||
| 2014 Q1 | 69 | $427.4M | 38 | ||
| 2013 Q4 | 69 | $404.2M | 100 | ||
| 2013 Q3 | 77 | $444.8M | 66 | ||
| 2013 Q2 | 74 | $617.5M | 0 |
💡
Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is River Global Investors LLP and what type of investor is it?
River Global Investors LLP is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2024-12-31), the firm manages a tracked equity portfolio valued at approximately $515.0M, spread across 138 disclosed positions.
What are River Global Investors LLP's largest equity positions?
Based on the latest 13F filing, River Global Investors LLP's top holdings by market value are:
1. Microsoft CORP (MSFT) — $35.9M (7.0%)
2. Alphabet Inc-cl A (GOOGL) — $33.0M (6.4%)
3. Taiwan Semiconductor-sp Adr (TSM) — $31.8M (6.2%)
4. Broadcom Inc (AVGO) — $30.8M (6.0%)
5. Comfort Systems USA Inc (FIX) — $20.9M (4.1%)
What changes did River Global Investors LLP make in its most recent portfolio filing?
No notable portfolio changes were recorded for River Global Investors LLP in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does River Global Investors LLP focus on?
River Global Investors LLP is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 29.5%
• Industrials: 14.7%
• Financials: 14.7%
• Communication Services: 13.6%
• Consumer Discretionary: 10.4%
• Health Care: 8.7%
Investment Profile
River Global Investors LLP returned an annualized 22.3% over the trailing 36 months — underperforming the S&P 500 by 3.3 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.26 (more volatile than the market) and a 58% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding.
It has added to its MXCT position over the past two quarters (+$5.7M, now $13.5M), while trimming AMZN over the same stretch (-$5.5M, still holding $10.7M).
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