RIVER & MERCANTILE ASSET MANAGEMENT LLP
Latest 13F filing data - Q4 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GILD | 10K | $880.65K |
 | NKE | 9K | $699.88K |
 | QCOM | 9K | $1.38M |
 | TGT | 9K | $1.20M |
 | TTWO | 9K | $1.60M |
 | BLD | 9K | $2.65M |
 | NVDA | 8K | $1.08M |
 | AMAT | 8K | $1.26M |
 | MMM | 8K | $995.79K |
 | SHAK | 8K | $998.40K |
 | BILL | 7K | $596.90K |
 | GEHC | 7K | $543.16K |
 | JNJ | 7K | $997.11K |
 | MCK | 7K | $3.86M |
 | ORCL | 7K | $1.10M |
 | KKR | 6K | $946.22K |
 | CDW | 6K | $1.07M |
 | CBRE | 6K | $754.83K |
 | SPOT | 6K | $2.56M |
 | DHI | 6K | $794.68K |
Gilead Sciences, Inc.
GILD
Shares Held
10K
Value
$880.65K
NIKE, Inc.
NKE
Shares Held
9K
Value
$699.88K
QUALCOMM Incorporated
QCOM
Shares Held
9K
Value
$1.38M
Target Corporation
TGT
Shares Held
9K
Value
$1.20M
Take-Two Interactive Software, Inc.
TTWO
Shares Held
9K
Value
$1.60M
TopBuild Corp.
BLD
Shares Held
9K
Value
$2.65M
NVIDIA Corporation
NVDA
Shares Held
8K
Value
$1.08M
Applied Materials, Inc.
AMAT
Shares Held
8K
Value
$1.26M
3M Company
MMM
Shares Held
8K
Value
$995.79K
Shake Shack Inc.
SHAK
Shares Held
8K
Value
$998.40K
Bill.com Holdings, Inc.
BILL
Shares Held
7K
Value
$596.90K
GE HealthCare Technologies Inc.
GEHC
Shares Held
7K
Value
$543.16K
Johnson & Johnson
JNJ
Shares Held
7K
Value
$997.11K
McKesson Corporation
MCK
Shares Held
7K
Value
$3.86M
Oracle Corporation
ORCL
Shares Held
7K
Value
$1.10M
KKR & Co. Inc.
KKR
Shares Held
6K
Value
$946.22K
CDW Corporation
CDW
Shares Held
6K
Value
$1.07M
CBRE Group, Inc.
CBRE
Shares Held
6K
Value
$754.83K
Spotify Technology S.A.
SPOT
Shares Held
6K
Value
$2.56M
D.R. Horton, Inc.
DHI
Shares Held
6K
Value
$794.68K