River & Mercantile Asset Management LLP has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $459 Million distributed in 137 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $36.7M, Microsoft Corp with a value of $36.1M, Broadcom Inc. with a value of $21.7M, Kla Corp with a value of $18.3M, and Amazon Com Inc with a value of $16.1M.
Examining the 13F form we can see an increase of $98.5M in the current position value, from $361M to 459M.
River & Mercantile Asset Management LLP is based out at London, X0
Below you can find more details about River & Mercantile Asset Management LLP portfolio as well as his latest detailed transactions.
Portfolio value
$459 Million
Technology: $129 Million
Communication Services: $86.2 Million
Consumer Cyclical: $61.5 Million
Financial Services: $55.1 Million
Healthcare: $50.9 Million
Industrials: $27.2 Million
Basic Materials: $14.1 Million
Energy: $13.7 Million
Other: $21.1 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
