RIVER & MERCANTILE ASSET MANAGEMENT LLP
Latest 13F filing data - Q4 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ZG | 24K | $1.67M |
 | STT | 22K | $2.21M |
 | JCI | 22K | $1.71M |
 | WAT | 22K | $8.03M |
 | UBER | 21K | $1.29M |
 | WING | 21K | $6.05M |
 | LVS | 21K | $1.08M |
 | KO | 21K | $1.30M |
 | COST | 20K | $18.02M |
 | SCHW | 19K | $1.41M |
 | RBLX | 19K | $1.08M |
 | MU | 18K | $1.49M |
 | EBAY | 18K | $1.09M |
 | SE | 16K | $1.70M |
 | DOCU | 16K | $1.42M |
 | XOM | 16K | $1.70M |
 | W | 16K | $688.19K |
 | HDB | 15K | $969.12K |
 | AMD | 15K | $1.81M |
 | OKTA | 15K | $1.18M |
Zillow Group, Inc. Class A
ZG
Shares Held
24K
Value
$1.67M
State Street Corporation
STT
Shares Held
22K
Value
$2.21M
Johnson Controls International plc
JCI
Shares Held
22K
Value
$1.71M
Waters Corporation
WAT
Shares Held
22K
Value
$8.03M
Uber Technologies, Inc.
UBER
Shares Held
21K
Value
$1.29M
Wingstop Inc.
WING
Shares Held
21K
Value
$6.05M
Las Vegas Sands Corp.
LVS
Shares Held
21K
Value
$1.08M
The Coca-Cola Company
KO
Shares Held
21K
Value
$1.30M
Costco Wholesale Corporation
COST
Shares Held
20K
Value
$18.02M
The Charles Schwab Corporation
SCHW
Shares Held
19K
Value
$1.41M
Roblox Corporation
RBLX
Shares Held
19K
Value
$1.08M
Micron Technology, Inc.
MU
Shares Held
18K
Value
$1.49M
eBay Inc.
EBAY
Shares Held
18K
Value
$1.09M
Sea Limited
SE
Shares Held
16K
Value
$1.70M
DocuSign, Inc.
DOCU
Shares Held
16K
Value
$1.42M
Exxon Mobil Corporation
XOM
Shares Held
16K
Value
$1.70M
Wayfair Inc.
W
Shares Held
16K
Value
$688.19K
HDFC Bank Limited
HDB
Shares Held
15K
Value
$969.12K
Advanced Micro Devices, Inc.
AMD
Shares Held
15K
Value
$1.81M
Okta, Inc.
OKTA
Shares Held
15K
Value
$1.18M