Filed: 2/7/2025ACC: 0001214659-25-002183
📋 What this filing means
RIVER GLOBAL INVESTORS LLP filed this quarterly 13F‑HR report disclosing 138 equity positions with a total reported market value of $515.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
138
Positions
$515.02M
Total AUM (reported)
9.45M
Total Shares
Allocation by class
COM$339.63M65.9%
CL A$56.91M11.0%
SPONSORED ADS$33.46M6.5%
CAP STK CL A$33.03M6.4%
COM NEW$23.26M4.5%
SHS$11.56M2.2%
COMMON STOCK$5.43M1.1%
Portfolio Concentration
Top 3$100.72M19.6%
4–10$139.12M27.0%
11–25$124.20M24.1%
Rest$150.98M29.3%
Top 3 weight
19.6%
Top 10 weight
46.6%
Voting Authority Distribution
Total shares with voting rights: 9.45M
Sole
Full voting authority
9.45M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole138
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings138
Rows:
MICROSOFT CORP
SOLEShares85.15K
TypeSH
Market value$35.89M
6.97%
Sole
85.15K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares174.44K
TypeSH
Market value$33.03M
6.41%
Sole
174.44K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares160.94K
TypeSH
Market value$31.80M
6.17%
Sole
160.94K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares133.07K
TypeSH
Market value$30.84M
5.99%
Sole
133.07K
Shared
0.00
None
0.00
COMFORT SYS USA INC
SOLEShares49.37K
TypeSH
Market value$20.95M
4.07%
Sole
49.37K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares36.04K
TypeSH
Market value$19.00M
3.69%
Sole
36.04K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares19.66K
TypeSH
Market value$18.02M
3.50%
Sole
19.66K
Shared
0.00
None
0.00
COPART INC
SOLEShares309.44K
TypeSH
Market value$17.76M
3.45%
Sole
309.44K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares33.06K
TypeSH
Market value$16.48M
3.20%
Sole
33.06K
Shared
0.00
None
0.00
HEICO CORP NEW
SOLEShares67.58K
TypeSH
Market value$16.07M
3.12%
Sole
67.58K
Shared
0.00
None
0.00
KLA CORP
SOLEShares24.50K
TypeSH
Market value$15.44M
3.00%
Sole
24.50K
Shared
0.00
None
0.00
MAXCYTE INC
SOLEShares3.25M
TypeSH
Market value$13.49M
2.62%
Sole
3.25M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares48.98K
TypeSH
Market value$10.74M
2.09%
Sole
48.98K
Shared
0.00
None
0.00
RESMED INC
SOLEShares41.81K
TypeSH
Market value$9.57M
1.86%
Sole
41.81K
Shared
0.00
None
0.00
CHIPOTLE MEXICAN GRILL INC
SOLEShares156.28K
TypeSH
Market value$9.43M
1.83%
Sole
156.28K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares14.41K
TypeSH
Market value$8.44M
1.64%
Sole
14.41K
Shared
0.00
None
0.00
WATERS CORP
SOLEShares21.67K
TypeSH
Market value$8.03M
1.56%
Sole
21.67K
Shared
0.00
None
0.00
WILEY JOHN & SONS INC
SOLEShares164K
TypeSH
Market value$7.17M
1.39%
Sole
164K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares63.34K
TypeSH
Market value$7.06M
1.37%
Sole
63.34K
Shared
0.00
None
0.00
HENRY SCHEIN INC
SOLEShares92.55K
TypeSH
Market value$6.40M
1.24%
Sole
92.55K
Shared
0.00
None
0.00
FISERV INC
SOLEShares30.93K
TypeSH
Market value$6.36M
1.23%
Sole
30.93K
Shared
0.00
None
0.00
BAKER HUGHES COMPANY
SOLEShares153.38K
TypeSH
Market value$6.29M
1.22%
Sole
153.38K
Shared
0.00
None
0.00
WINGSTOP INC
SOLEShares21.30K
TypeSH
Market value$6.05M
1.17%
Sole
21.30K
Shared
0.00
None
0.00
CITIGROUP INC
SOLEShares76.08K
TypeSH
Market value$5.36M
1.04%
Sole
76.08K
Shared
0.00
None
0.00
WILLIS TOWERS WATSON PLC LTD
SOLEShares13.91K
TypeSH
Market value$4.36M
0.85%
Sole
13.91K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 85.15K | SH | $35.89M 6.97% | 85.15K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 174.44K | SH | $33.03M 6.41% | 174.44K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 160.94K | SH | $31.80M 6.17% | 160.94K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 133.07K | SH | $30.84M 5.99% | 133.07K | 0.00 | 0.00 |
COMFORT SYS USA INCSOLE | COM | 49.37K | SH | $20.95M 4.07% | 49.37K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 36.04K | SH | $19.00M 3.69% | 36.04K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 19.66K | SH | $18.02M 3.50% | 19.66K | 0.00 | 0.00 |
COPART INCSOLE | COM | 309.44K | SH | $17.76M 3.45% | 309.44K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 33.06K | SH | $16.48M 3.20% | 33.06K | 0.00 | 0.00 |
HEICO CORP NEWSOLE | COM | 67.58K | SH | $16.07M 3.12% | 67.58K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 24.50K | SH | $15.44M 3.00% | 24.50K | 0.00 | 0.00 |
MAXCYTE INCSOLE | COM | 3.25M | SH | $13.49M 2.62% | 3.25M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 48.98K | SH | $10.74M 2.09% | 48.98K | 0.00 | 0.00 |
RESMED INCSOLE | COM | 41.81K | SH | $9.57M 1.86% | 41.81K | 0.00 | 0.00 |
CHIPOTLE MEXICAN GRILL INCSOLE | COM | 156.28K | SH | $9.43M 1.83% | 156.28K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 14.41K | SH | $8.44M 1.64% | 14.41K | 0.00 | 0.00 |
WATERS CORPSOLE | COM | 21.67K | SH | $8.03M 1.56% | 21.67K | 0.00 | 0.00 |
WILEY JOHN & SONS INCSOLE | CL A | 164K | SH | $7.17M 1.39% | 164K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 63.34K | SH | $7.06M 1.37% | 63.34K | 0.00 | 0.00 |
HENRY SCHEIN INCSOLE | COM | 92.55K | SH | $6.40M 1.24% | 92.55K | 0.00 | 0.00 |
FISERV INCSOLE | COM | 30.93K | SH | $6.36M 1.23% | 30.93K | 0.00 | 0.00 |
BAKER HUGHES COMPANYSOLE | CL A | 153.38K | SH | $6.29M 1.22% | 153.38K | 0.00 | 0.00 |
WINGSTOP INCSOLE | COM | 21.30K | SH | $6.05M 1.17% | 21.30K | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM NEW | 76.08K | SH | $5.36M 1.04% | 76.08K | 0.00 | 0.00 |
WILLIS TOWERS WATSON PLC LTDSOLE | SHS | 13.91K | SH | $4.36M 0.85% | 13.91K | 0.00 | 0.00 |
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