RIVER & MERCANTILE ASSET MANAGEMENT LLP
Latest 13F filing data - Q4 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MXCT | 3.25M | $13.49M |
 | GSM | 633K | $2.41M |
 | IQ | 342K | $688.72K |
 | CPRT | 309K | $17.76M |
 | CX | 297K | $1.67M |
 | VMEO | 214K | $1.37M |
 | REAL | 200K | $2.18M |
 | GOOGL | 174K | $33.03M |
 | WLY | 164K | $7.17M |
 | TSM | 161K | $31.80M |
 | CMG | 156K | $9.43M |
 | BKR | 153K | $6.29M |
 | AVGO | 133K | $30.84M |
 | TBLA | 119K | $433.80K |
 | PATH | 114K | $1.45M |
 | RMAX | 102K | $1.08M |
 | HSIC | 93K | $6.40M |
 | MSFT | 85K | $35.89M |
 | C | 76K | $5.36M |
 | PFE | 72K | $1.92M |
MaxCyte, Inc.
MXCT
Shares Held
3.25M
Value
$13.49M
Ferroglobe PLC
GSM
Shares Held
633K
Value
$2.41M
iQIYI, Inc.
IQ
Shares Held
342K
Value
$688.72K
Copart, Inc.
CPRT
Shares Held
309K
Value
$17.76M
CEMEX, S.A.B. de C.V.
CX
Shares Held
297K
Value
$1.67M
Vimeo, Inc.
VMEO
Shares Held
214K
Value
$1.37M
The RealReal, Inc.
REAL
Shares Held
200K
Value
$2.18M
Alphabet Inc.
GOOGL
Shares Held
174K
Value
$33.03M
John Wiley & Sons, Inc.
WLY
Shares Held
164K
Value
$7.17M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
161K
Value
$31.80M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
156K
Value
$9.43M
Baker Hughes Company
BKR
Shares Held
153K
Value
$6.29M
Broadcom Inc.
AVGO
Shares Held
133K
Value
$30.84M
Taboola.com Ltd.
TBLA
Shares Held
119K
Value
$433.80K
UiPath Inc.
PATH
Shares Held
114K
Value
$1.45M
RE/MAX Holdings, Inc.
RMAX
Shares Held
102K
Value
$1.08M
Henry Schein, Inc.
HSIC
Shares Held
93K
Value
$6.40M
Microsoft Corporation
MSFT
Shares Held
85K
Value
$35.89M
Citigroup Inc.
C
Shares Held
76K
Value
$5.36M
Pfizer Inc.
PFE
Shares Held
72K
Value
$1.92M