Fund HoldingsRWC Asset Management LLP

Total Portfolio Value
$1.94B
Total Bought
$209.25M
Total Sold
$368.14M
Net Transaction
-$158.89M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
MACYS INC(M)06,438,517+6,438,517080,8684.17%+80,868
BARRICK GOLD CORP03,506,407+3,506,407068,1653.51%+68,165
CMS ENERGY CORP(CMS)0514,375+514,375038,6351.99%+38,635
PDD HOLDINGS INC(PDD)0108,801+108,801012,8770.66%+12,877
BANCOLOMBIA S A0311,853+311,853012,5360.65%+12,536
GLOBAL PMTS INC(GPN)000012,2840.63%+12,284
SOCIEDAD QUIMICA Y MINERA DE(SQM)0257,050+257,050010,2130.53%+10,213
TALEN ENERGY CORP(TLN)049,304+49,30409,8450.51%+9,845
MOLSON COORS BEVERAGE CO(TAP)747,184843,366+96,18242,82951,3362.65%+8,507
BANCO SANTANDER CHILE NEW(BSAC)0826,754+826,754018,8500.97%+18,850
NEXTERA ENERGY CAP HLDGS INC(NEE)00007,5410.39%+7,541
CLOUDFLARE INC(NET)00007,0320.36%+7,032
COINBASE GLOBAL INC(COIN)00006,8970.36%+6,897
ALIBABA GROUP HLDG LTD(BABA)0184,940+184,940024,4551.26%+24,455
AMERICAN TOWER CORP NEW(AMT)0234,818+234,818051,0962.63%+51,096
SEAGATE HDD CAYMAN(STX)00005,9950.31%+5,995
LAUREATE EDUCATION INC(LAUR)0258,935+258,93505,2950.27%+5,295
EMBRAER S.A.(EMBJ)0113,583+113,58305,2480.27%+5,248
AMBEV SA(ABEV)012,497,391+12,497,391029,1191.50%+29,119
ON SEMICONDUCTOR CORP(ON)00004,6350.24%+4,635
JOHNSON & JOHNSON(JNJ)326,297312,174-14,12347,18951,7712.67%+4,582
EXELON CORP(EXC)2,326,8431,998,147-328,69687,58292,0754.75%+4,492
DEXCOM INC(DXCM)00004,4650.23%+4,465
PHILIP MORRIS INTL INC(PM)0133,242+133,242021,1501.09%+21,150
MERCADOLIBRE INC(MELI)012,668+12,668024,7141.27%+24,714
PARSONS CORP DEL(PSN)00003,7040.19%+3,704
NEWMONT CORP(NEM)0326,214+326,214015,7500.81%+15,750
LEAR CORP(LEA)410,908479,994+69,08638,91342,3452.18%+3,432
DRAFTKINGS INC NEW(DKNG)00003,0560.16%+3,056
AMERICAN WTR CAP CORP(AWK)00019,76222,5681.16%+2,807
SYNCHRONY FINANCIAL(SYF)8,71557,377+48,6625663,0380.16%+2,471
IRHYTHM TECHNOLOGIES INC(IRTC)00002,3980.12%+2,398
COINBASE GLOBAL INC(COIN)00002,3480.12%+2,348
GOLD FIELDS LTD(GFI)01,722,582+1,722,582038,0521.96%+38,052
PROGRESS SOFTWARE CORP(PRGS)00002,1020.11%+2,102
WASTE MGMT INC DEL(WM)35,47539,888+4,4137,1599,2340.48%+2,076
LYFT INC(LYFT)00001,9410.10%+1,941
DELTA AIR LINES INC DEL(DAL)8,01253,933+45,9214852,3510.12%+1,867
JACKSON FINANCIAL INC(JXN)3,98625,981+21,9953472,1770.11%+1,830
INTERPUBLIC GROUP COS INC11,67878,619+66,9413272,1350.11%+1,808
HF SINCLAIR CORP(DINO)9,47261,922+52,4503322,0360.10%+1,704
SHOPIFY INC(SHOP)0004,5916,2250.32%+1,635
PAYCHEX INC(PAYX)213,103203,767-9,33629,88131,4371.62%+1,556
EXPEDIA GROUP INC(EXPE)0009,45210,8690.56%+1,417
DTE ENERGY CO(DTB)74,21174,163-488,96110,2550.53%+1,294
NETEASE INC(NTES)011,985+11,98501,2330.06%+1,233
SOUTHERN CO(SO)120,483120,399-849,91811,0710.57%+1,153
KEURIG DR PEPPER INC(KDP)1,553,0951,486,053-67,04249,88550,8532.62%+967
SOUTHERN CO(SO)000011,2100.58%+11,210
NCL CORP LTD(NCLH)0009,0799,7700.50%+691
UBER TECHNOLOGIES INC(UBER)0007,0807,7560.40%+676
VERIZON COMMUNICATIONS INC(VZ)16,86329,264+12,4016741,3270.07%+653
AMERICAN WTR WKS CO INC NEW20,93221,197+2652,6063,1270.16%+521
DUKE ENERGY CORP NEW(DUK)00009,2260.48%+9,226
PPL CAP FDG INC(PPL)0006,2716,7380.35%+466
REPLIGEN CORP(RGEN)0002,5652,9590.15%+394
FUTU HLDGS LTD(FUTU)017,259+17,25901,7660.09%+1,766
FLUOR CORP(FLR)00002,6490.14%+2,649
BRIDGEBIO PHARMA INC(BBIO)0002,7313,1000.16%+369
CYTOKINETICS INC(CYTK)0002,1712,5290.13%+358
ALNYLAM PHARMACEUTICALS INC(ALNY)00004,7350.24%+4,735
UBER TECHNOLOGIES INC(UBER)00018,15218,4740.95%+322
SOLENO THERAPEUTICS INC04,306+4,30603080.02%+308
TAL EDUCATION GROUP(TAL)93,78493,478-3069401,2350.06%+295
ABBOTT LABS01,772+1,77202350.01%+235
BEIGENE LTD(ONC)0839+83902280.01%+228
ZAI LAB LTD(ZLAB)06,144+6,14402220.01%+222
VENTAS RLTY LTD PARTNERSHIP(VTR)00007,0170.36%+7,017
ESSENTIAL UTILS INC(WTRG)58,34958,34902,1192,3070.12%+187
AKAMAI TECHNOLOGIES INC(AKAM)000026,0751.34%+26,075
HALOZYME THERAPEUTICS INC(HALO)00004,4920.23%+4,492
CENTERPOINT ENERGY INC(CNP)000018,5670.96%+18,567
NIO INC(NIO)031,830+31,83001210.01%+121
TETRA TECH INC NEW(TTEK)00002,5830.13%+2,583
LI AUTO INC(LI)00002,7440.14%+2,744
FIRSTENERGY CORP(FE)00008,1090.42%+8,109
FORD MTR CO(F)0005,6175,6820.29%+65
ABBVIE INC(ABBV)1,5351,558+232733260.02%+54
ELI LILLY & CO(LLY)487493+63764070.02%+31
INSMED INC(INSM)3,4853,420-652412610.01%+20
LIBERTY MEDIA CORP DEL(SIRI)0002,5832,5910.13%+8
BOSTON SCIENTIFIC CORP(BSX)3,2162,845-3712872870.01%-0
LIBERTY MEDIA CORP DEL(FWONA)00001,7070.09%+1,707
VISHAY INTERTECHNOLOGY INC(VSH)00002,6650.14%+2,665
RIVIAN AUTOMOTIVE INC(RIVN)0008948620.04%-32
IONIS PHARMACEUTICALS INC(IONS)0003,6663,5900.19%-76
CISCO SYS INC(CSCO)0861,276+861,276053,1492.74%+53,149
AES CORP(AES)370,023369,771-2524,7624,5930.24%-170
NORTHERN OIL & GAS INC(NOG)00001,5880.08%+1,588
SOLAREDGE TECHNOLOGIES INC(SEDG)12,7050-12,7051730-173
HOLOGIC INC2,9710-2,9712140-214
TANDEM DIABETES CARE INC(TNDM)6,1470-6,1472210-221
ADVANCED ENERGY INDS(AEIS)0002,5052,2610.12%-244
NEW ORIENTAL ED & TECHNOLOGY(EDU)4,0140-4,0142580-258
ASCENDIS PHARMA A/S(ASND)0002,9712,6800.14%-291
PG&E CORP(PCG)00013,03512,7380.66%-297
SOUTHWEST AIRLS CO(LUV)00013,90513,5050.70%-400
TECK RESOURCES LTD(TECK)319,847342,249+22,40212,96312,4680.64%-495
DROPBOX INC(DBX)0003,5793,0580.16%-521
ENOVIS CORPORATION(ENOV)0003,1892,6660.14%-523
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