Fund Holdings — RWC Asset Management LLP

Total Portfolio Value
$2.07B
Total Bought
$321.30M
Total Sold
$156.86M
Net Transaction
+$164.44M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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MACYS INC(M)10,646,83710,902,310+255,473124,142195,4789.45%+71,336
SOCIEDAD QUIMICA Y MINERA DE(SQM)237,0531,113,807+876,7548,36147,8712.32%+39,511
VALE S A01,951,385+1,951,385021,1921.02%+21,192
NIO INC(NIO)31,8302,733,551+2,701,72110920,8301.01%+20,720
HP INC(HPQ)5,755,6195,871,898+116,279140,782159,8927.73%+19,109
GOLD FIELDS LTD(GFI)1,312,8521,152,172-160,68031,07548,3452.34%+17,270
KANZHUN LIMITED(BZ)0710,303+710,303016,5930.80%+16,593
SOUTHERN CO(SO)0004,39916,1500.78%+11,751
GRUPO FINANCIERO GALICIA S.A(GGAL)242,772826,175+583,40312,23322,7691.10%+10,536
ALIBABA GROUP HLDG LTD(BABA)146,008149,596+3,58816,55926,7371.29%+10,179
NEXTERA ENERGY INC(NEE)379,053481,798+102,74526,31436,3711.76%+10,057
EVERSOURCE ENERGY(ES)0137,630+137,63009,7910.47%+9,791
EXELON CORP(EXC)1,854,1211,966,320+112,19980,50688,5044.28%+7,998
SUNRUN INC(RUN)0433,444+433,44407,4940.36%+7,494
SANDISK CORP(SNDK)061,426+61,42606,8920.33%+6,892
XCEL ENERGY INC(XEL)133,209197,225+64,0169,07215,9060.77%+6,835
DOMINION ENERGY INC(D)490,250563,459+73,20927,70934,4671.67%+6,758
EMBRAER S.A.(EMBJ)107,975208,412+100,4376,14512,5990.61%+6,454
JAZZ INVESTMENTS I LTD(JAZZ)00006,1900.30%+6,190
JOHNSON & JOHNSON(JNJ)296,185275,592-20,59345,24251,1002.47%+5,858
LEAR CORP(LEA)549,148570,048+20,90052,15857,3532.77%+5,194
COINBASE GLOBAL INC(COIN)0007,98513,1390.64%+5,154
ALLIANT ENERGY CORP(LNT)00004,9770.24%+4,977
BENTLEY SYS INC(BSY)00004,4390.21%+4,439
CMS ENERGY CORP(CMS)00003,9730.19%+3,973
WEC ENERGY GROUP INC(WEC)0009,22012,8790.62%+3,658
FIRST SOLAR INC(FSLR)65,48365,415-6810,84014,4260.70%+3,586
ALGONQUIN PWR UTILS CORP2,273,4913,045,320+771,82913,02716,3530.79%+3,326
PUBLIC SVC ENTERPRISE GRP IN(PEG)249,362289,933+40,57120,99124,1981.17%+3,207
HF SINCLAIR CORP(DINO)110,240143,634+33,3944,5297,5180.36%+2,989
TECK RESOURCES LTD(TECK)298,307341,878+43,57112,04615,0050.73%+2,959
LUMENTUM HLDGS INC(LITE)00002,9400.14%+2,940
AES CORP(AES)368,665514,592+145,9273,8786,7720.33%+2,894
LAUREATE EDUCATION INC(LAUR)344,018343,030-9888,04310,8190.52%+2,776
ORMAT TECHNOLOGIES INC(ORA)125,038136,101+11,06310,47313,1000.63%+2,627
TE CONNECTIVITY PLC(TEL)72,06666,310-5,75612,15514,5570.70%+2,402
CLOUDFLARE INC(NET)0006,0248,2060.40%+2,182
VEON LTD(VEON)037,618+37,61802,0480.10%+2,048
DUKE ENERGY CORP NEW(DUK)0008,98211,0280.53%+2,046
SYNCHRONY FINANCIAL(SYF)76,46099,702+23,2425,1037,0840.34%+1,981
AVISTA CORP(AVA)374,925425,746+50,82114,22816,0970.78%+1,869
OMNICOM GROUP INC(OMC)404,901376,607-28,29429,12930,7051.49%+1,576
DELTA AIR LINES INC DEL(DAL)115,187126,185+10,9985,6657,1610.35%+1,496
ALLIANT ENERGY CORP(LNT)69,56284,584+15,0224,2065,7020.28%+1,495
HUBBELL INC(HUBB)28,84630,756+1,91011,78113,2350.64%+1,454
JACKSON FINANCIAL INC(JXN)33,62243,720+10,0982,9854,4260.21%+1,440
INTERPUBLIC GROUP COS INC101,878133,069+31,1912,4943,7140.18%+1,220
TYLER TEX INDPT SCH DIST(TYL)00001,1900.06%+1,190
BANCO SANTANDER CHILE NEW(BSAC)850,400850,868+46821,44722,5481.09%+1,101
AMERICAN ELEC PWR CO INC104,703104,427-27610,86411,7480.57%+884
TRIP COM GROUP LTD(TCOM)0007,7718,6310.42%+860
PDD HOLDINGS INC(PDD)06,390+6,39008450.04%+845
DTE ENERGY CO(DTB)73,93573,638-2979,79310,4150.50%+621
EXPEDIA GROUP INC(EXPE)00012,21112,7900.62%+579
IRHYTHM TECHNOLOGIES INC(IRTC)0001,7692,3020.11%+533
ALARM COM HLDGS INC(ALRM)0001,9462,4750.12%+529
AMEREN CORP(AEE)64,77964,616-1636,2216,7450.33%+523
JD.COM INC(JD)00014,00714,5130.70%+506
COUPANG INC(CPNG)162,051166,000+3,9494,8555,3450.26%+490
SYSCO CORP(SYY)586,551545,201-41,35044,42544,8922.17%+466
FORD MTR CO(F)0004,2434,6940.23%+450
COINBASE GLOBAL INC(COIN)00004460.02%+446
JAZZ INVESTMENTS I LTD(JAZZ)00004240.02%+424
MKS INC.(MKSI)0002,5592,9660.14%+407
EXACT SCIENCES CORP(EXK)06,352+6,35203480.02%+348
SOUTHERN CO(SO)120,024119,530-49411,02211,3280.55%+306
BEONE MEDICINES LTD(ONC)0852+85202900.01%+290
HCA HEALTHCARE INC(HCA)0680+68002900.01%+290
MIRUM PHARMACEUTICALS INC(MIRM)03,797+3,79702780.01%+278
IRHYTHM TECHNOLOGIES INC(IRTC)01,595+1,59502740.01%+274
HOLOGIC INC03,963+3,96302670.01%+267
ETSY INC(ETSY)00002650.01%+265
UNITEDHEALTH GROUP INC(UNH)0758+75802620.01%+262
STRATEGY INC(MSTR)00002590.01%+259
PLANET LABS PBC(PL)47,84842,320-5,5282925490.03%+257
THERMO FISHER SCIENTIFIC INC(TMO)0477+47702310.01%+231
EYEPOINT PHARMACEUTICALS INC(EYPT)016,195+16,19502310.01%+231
PACKAGING CORP AMER(PKG)01,052+1,05202290.01%+229
RIVIAN AUTOMOTIVE INC(RIVN)00002270.01%+227
WEC ENERGY GROUP INC(WEC)00002200.01%+220
IQVIA HLDGS INC(IQV)01,129+1,12902140.01%+214
ABBVIE INC(ABBV)1,5222,108+5862834880.02%+206
INSULET CORP(PODD)0653+65302020.01%+202
RHYTHM PHARMACEUTICALS INC(RYTM)01,988+1,98802010.01%+201
OCULAR THERAPEUTIX INC(OCUL)016,241+16,24101900.01%+190
DROPBOX INC(DBX)0003,1263,3160.16%+190
IONIS PHARMACEUTICALS INC(IONS)0003,1603,3380.16%+179
VISTA ENERGY S.A.B. DE C.V.(VIST)283,477398,909+115,43213,55313,7220.66%+169
ESSENTIAL UTILS INC(WTRG)58,34958,34902,1672,3280.11%+161
ELI LILLY & CO(LLY)542750+2084235720.03%+150
ASCENDIS PHARMA A/S(ASND)0001,8822,0240.10%+142
GUARDANT HEALTH INC(GH)0002,3182,4420.12%+125
ECOLAB INC(ECL)1,8042,194+3904866010.03%+115
AECOM(ACM)5,3345,478+1446027150.03%+113
WATTS WATER TECHNOLOGIES INC(WTS)2,1742,232+585356230.03%+89
ADVANCED DRAIN SYS INC DEL(WMS)3,1493,234+853624490.02%+87
ABBOTT LABS1,7312,398+6672353210.02%+86
COMPANHIA DE SANEAMENTO BASI(SBS)27,43727,43706036830.03%+80
BOSTON SCIENTIFIC CORP(BSX)2,7793,848+1,0692983760.02%+77
SOLENO THERAPEUTICS INC5,1577,466+2,3094325050.02%+73
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RWC Asset Management LLP — 13F Holdings — Q3 2025 | TickerTrail