Fund Holdings — RWC Asset Management LLP

Total Portfolio Value
$2.40B
Total Bought
$596.32M
Total Sold
$132.46M
Net Transaction
+$463.86M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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COMCAST CORP NEW(CCZ)06,057,552+6,057,5520173,9127.25%+173,912
KRAFT HEINZ CO(KHC)04,847,820+4,847,8200109,0274.54%+109,027
BAXTER INTL INC03,077,569+3,077,569051,7032.16%+51,703
PETROLEO BRASILEIRO S A(PBR)494,7052,627,538+2,132,8335,86254,5212.27%+48,659
WILLIAMS COS INC(WMB)0320,977+320,977023,3610.97%+23,361
SOCIEDAD QUIMICA Y MINERA DE(SQM)846,610956,635+110,02558,24777,4303.23%+19,183
VERSANT MEDIA GROUP INC(VSNT)0416,499+416,499015,4190.64%+15,419
CHORD ENERGY CORPORATION(CHRD)0106,817+106,817015,1870.63%+15,187
DEVON ENERGY CORP NEW(DVN)198,442388,298+189,8567,26919,5390.81%+12,270
TAIWAN SEMICONDUCTOR MANUFAC(TSM)032,928+32,928011,1280.46%+11,128
LEAR CORP(LEA)589,753637,581+47,82867,58677,1983.22%+9,613
OMNICOM GROUP INC(OMC)557,401722,861+165,46045,01054,4392.27%+9,429
OWENS CORNING NEW(OC)087,079+87,07909,4240.39%+9,424
VISTA ENERGY S.A.B. DE C.V.(VIST)746,132600,300-145,83236,30745,3051.89%+8,998
JOHNSON & JOHNSON(JNJ)266,405257,155-9,25055,13362,8592.62%+7,726
UBER TECHNOLOGIES INC(UBER)0003,1209,8720.41%+6,752
DELTA AIR LINES INC(DAL)142,067228,358+86,2919,85915,1810.63%+5,322
STRATEGY INC(MSTR)0002,1556,5330.27%+4,378
NEXTERA ENERGY INC(NEE)372,225365,358-6,86729,88233,9341.41%+4,052
HIGHLANDER SILVER CORP(HSLV)0692,334+692,33404,0330.17%+4,033
AMBEV SA(ABEV)10,715,88110,338,909-376,97226,46830,1901.26%+3,721
TELECOM ARGENTINA SA(TEO)1,009,2441,283,033+273,78911,71714,9990.63%+3,281
SYNCHRONY FINANCIAL(SYF)113,924183,121+69,1979,50512,4560.52%+2,951
MERCK & CO INC(MRK)212,417205,090-7,32722,35924,6701.03%+2,311
VALE S A2,500,7072,185,070-315,63732,58434,7641.45%+2,180
KANZHUN LIMITED(BZ)456,013856,154+400,1419,29411,4640.48%+2,170
CMS ENERGY CORP(CMS)439,807424,309-15,49830,75632,9181.37%+2,162
GOLD FIELDS LTD(GFI)1,335,9931,332,371-3,62258,32960,4902.52%+2,160
BRIDGEBIO PHARMA INC(BBIO)0001,6793,7100.15%+2,031
DOMINION ENERGY INC(D)436,342442,308+5,96625,56527,3431.14%+1,778
EXELON CORP(EXC)1,803,7601,637,852-165,90878,62680,2883.35%+1,662
AKAMAI TECHNOLOGIES INC(AKAM)00017,98919,6110.82%+1,622
IRHYTHM HOLDINGS INC(IRTC)00001,6160.07%+1,616
ARROWHEAD PHARMACEUTICALS IN(ARWR)00001,4290.06%+1,429
YPF SOCIEDAD ANONIMA(YPF)60,26277,205+16,9432,1793,5680.15%+1,389
PARSONS CORP DEL(PSN)0002,5783,9420.16%+1,364
RIOT PLATFORMS INC(RIOT)00001,3500.06%+1,350
PG&E CORP(PCG)896,669896,669014,40915,7540.66%+1,345
BRIXMOR PPTY GROUP INC(BRX)839,946810,974-28,97222,02323,3560.97%+1,333
CLEARWAY ENERGY INC(CWEN)526,195478,956-47,23917,50118,8180.78%+1,317
TE CONNECTIVITY PLC(TEL)69,20581,442+12,23715,74517,0230.71%+1,278
SYNAPTICS INC(SYNA)00001,2010.05%+1,201
PEPSICO INC(PEP)173,695167,681-6,01424,92926,0391.09%+1,110
JOBY AVIATION INC(JOBY)00001,0770.04%+1,077
HUBBELL INC(HUBB)33,23532,159-1,07614,76015,7820.66%+1,022
AMERICAN ELEC PWR CO INC64,77564,425-3507,4698,4450.35%+976
SOUTHERN CO(SO)109,977109,352-6259,59010,5550.44%+965
KOSMOS ENERGY LTD(KOS)0292,513+292,51308130.03%+813
XCEL ENERGY INC(XEL)135,490134,565-92510,00710,6900.45%+683
PUBLIC SVC ENTERPRISE GROUP(PEG)272,267278,382+6,11521,86322,5350.94%+672
COINBASE GLOBAL INC(COIN)0005991,2450.05%+646
AVISTA CORP(AVA)249,608255,371+5,7639,62010,2510.43%+631
AMEREN CORP(AEE)60,58360,309-2746,0506,6290.28%+579
SPYRE THERAPEUTICS INC(SYRE)08,166+8,16604120.02%+412
NUTANIX INC(NTNX)0001,2711,6650.07%+394
DIANTHUS THERAPEUTICS INC(DNTH)04,646+4,64603900.02%+390
CMS ENERGY CORP(CMS)0007,0957,4800.31%+384
JETBLUE AIRWAYS CORP(JBLU)00003470.01%+347
REPUBLIC SVCS INC(RSG)2,3823,882+1,5005058500.04%+345
PPL CAP FDG INC(PPL)0004,9395,2730.22%+334
ORMAT TECHNOLOGIES INC(ORA)97,90199,433+1,53210,81511,1290.46%+313
FEDERAL RLTY INVT TR NEW(FRT)178,234172,087-6,14717,96618,2770.76%+311
NEXTERA ENERGY CAP HLDGS INC(NEE)0006,1136,4130.27%+299
JACKSON FINANCIAL INC(JXN)50,03753,221+3,1845,3365,6270.23%+290
SM ENERGY COMPANY(SM)08,445+8,44502630.01%+263
COMPANHIA DE SANEAMENTO BASI(SBS)28,25030,169+1,9196749200.04%+247
ABBVIE INC(ABBV)1,9213,126+1,2054396800.03%+241
CG ONCOLOGY INC(CGON)03,295+3,29502230.01%+223
VERIZON COMMUNICATIONS INC(VZ)22,76722,465-3029271,1280.05%+200
AMERICAN WTR WKS CO INC NEW40,19739,984-2135,2465,4410.23%+196
AEROVIRONMENT INC(AVAV)0009821,1770.05%+196
SI BONE INC(SIBN)014,710+14,71001860.01%+186
EVERSOURCE ENERGY(ES)115,276114,540-7367,7627,9350.33%+174
CLEAN HARBORS INC(CLH)2,1312,237+1065006410.03%+142
SUNOPTA INC
COM
47,16347,16301793060.01%+126
FLUOR CORP(FLR)0001,3361,4440.06%+108
LEGGETT & PLATT INC(LEG)010,246+10,24601010.00%+101
ITRON INC(ITRI)5,0336,263+1,2304675610.02%+94
CLOUDFLARE INC(NET)0007,0917,1750.30%+84
MUELLER WTR PRODS INC(MWA)22,51322,51305366190.03%+83
LANTHEUS HLDGS INC(LNTH)0001,6771,7540.07%+77
DEERE & CO(DE)75075003494220.02%+73
ON SEMICONDUCTOR CORP(ON)0003,3363,4090.14%+72
PLANET LABS PBC(PL)34,70026,607-8,0936847440.03%+59
BALL CORP7,0337,03303734160.02%+43
GLAUKOS CORP(GKOS)1,7902,197+4072022370.01%+34
WATTS WATER TECHNOLOGIES INC(WTS)2,2322,23206166480.03%+32
JAZZ INVESTMENTS I LTD(JAZZ)0002322430.01%+11
ECOLAB INC(ECL)2,1942,19405765840.02%+8
PACKAGING CORP AMER(PKG)1,0521,05202172230.01%+6
KADANT INC(KAI)74674602132180.01%+5
UNITEDHEALTH GROUP INC(UNH)691856+1652282320.01%+4
VALMONT INDS INC(VMI)93193103753720.02%-3
LIVE NATION ENTERTAINMENT IN(LYV)0003,9673,9640.17%-3
ITRON INC(ITRI)0001,1141,0970.05%-18
STANTEC INC(STN)2,4722,47202342130.01%-21
ADVANCED DRAIN SYS INC DEL(WMS)3,2343,23404684430.02%-25
GUARDANT HEALTH INC(GH)3,7753,866+913863570.01%-28
MIRUM PHARMACEUTICALS INC(MIRM)3,1342,341-7932482160.01%-31
BADGER METER INC1,7621,76203072680.01%-39
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RWC Asset Management LLP — 13F Holdings — Q1 2026 | TickerTrail