Stock Taper 
RIVER & MERCANTILE ASSET MANAGEMENT LLP
Latest 13F filing data - Q4 2024
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 KKR & Co. Inc. | KKR | 6.39K | $946.22K |
 Oracle Corporation | ORCL | 6.63K | $1.1M |
 McKesson Corporation | MCK | 6.77K | $3.86M |
 Johnson & Johnson | JNJ | 6.89K | $997.11K |
 GE HealthCare Technologies Inc. | GEHC | 6.95K | $543.16K |
 Bill.com Holdings, Inc. | BILL | 7.05K | $596.9K |
 Shake Shack Inc. | SHAK | 7.69K | $998.4K |
 3M Company | MMM | 7.71K | $995.79K |
 Applied Materials, Inc. | AMAT | 7.76K | $1.26M |
 NVIDIA Corporation | NVDA | 8.07K | $1.08M |
| TO TOPBUILD CORP | BLD | 8.51K | $2.65M |
 Take-Two Interactive Software, Inc. | TTWO | 8.67K | $1.6M |
 Target Corporation | TGT | 8.9K | $1.2M |
 QUALCOMM Incorporated | QCOM | 8.99K | $1.38M |
 NIKE, Inc. | NKE | 9.25K | $699.88K |
 Gilead Sciences, Inc. | GILD | 9.54K | $880.65K |
 Twilio Inc. | TWLO | 9.7K | $1.05M |
 Stanley Black & Decker, Inc. | SWK | 10.35K | $830.94K |
 The Estée Lauder Companies Inc. | EL | 11.02K | $825.98K |
 Omnicom Group Inc. | OMC | 11.52K | $991.13K |