Stock Taper 
RIVER & MERCANTILE ASSET MANAGEMENT LLP
Latest 13F filing data - Q4 2024
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 QUALCOMM Incorporated | QCOM | 8.99K | $1.38M |
 Target Corporation | TGT | 8.9K | $1.2M |
 Take-Two Interactive Software, Inc. | TTWO | 8.67K | $1.6M |
| TO TOPBUILD CORP | BLD | 8.51K | $2.65M |
 NVIDIA Corporation | NVDA | 8.07K | $1.08M |
 Applied Materials, Inc. | AMAT | 7.76K | $1.26M |
 3M Company | MMM | 7.71K | $995.79K |
 Shake Shack Inc. | SHAK | 7.69K | $998.4K |
 Bill.com Holdings, Inc. | BILL | 7.05K | $596.9K |
 GE HealthCare Technologies Inc. | GEHC | 6.95K | $543.16K |
 Johnson & Johnson | JNJ | 6.89K | $997.11K |
 McKesson Corporation | MCK | 6.77K | $3.86M |
 Oracle Corporation | ORCL | 6.63K | $1.1M |
 KKR & Co. Inc. | KKR | 6.39K | $946.22K |
 CDW Corporation | CDW | 6.14K | $1.07M |
 CBRE Group, Inc. | CBRE | 5.75K | $754.83K |
 Spotify Technology S.A. | SPOT | 5.72K | $2.56M |
 D.R. Horton, Inc. | DHI | 5.68K | $794.68K |
 PPG Industries, Inc. | PPG | 5.68K | $678.63K |
 Airbnb, Inc. | ABNB | 4.79K | $629.13K |