RWC Asset Management LLP Q3 2024 Filing

Filed October 31, 2024

Portfolio Value

$1.7B

Holdings

121

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (121 positions)

StockValue
7HPHP INC
$138.9M
CSCOCISCO SYS INC
$83.0M
ABXBARRICK GOLD CORP
$56.6M
AMTAMERICAN TOWER CORP NEW
$54.7M
PEOEXELON CORP
$45.7M
OMCOMNICOM GROUP INC
$44.2M
MLB1MERCADOLIBRE INC
$43.8M
KDPKEURIG DR PEPPER INC
$43.3M
SYYSYSCO CORP
$40.2M
JNJJOHNSON & JOHNSON
$38.3M
EDGGOLD FIELDS LTD
$38.1M
TAPMOLSON COORS BEVERAGE CO
$36.5M
LEALEAR CORP
$36.4M
AKAM 1.125 02/15/29AKAMAI TECHNOLOGIES INC
$35.0M
PEPPEPSICO INC
$34.7M
BABAALIBABA GROUP HLDG LTD
$31.2M
INFYINFOSYS LTD
$30.7M
ABEVAMBEV SA
$30.5M
4I1PHILIP MORRIS INTL INC
$29.8M
MRKMERCK & CO INC
$28.4M
PBRPETROLEO BRASILEIRO SA PETRO
$28.1M
BRXBRIXMOR PPTY GROUP INC
$27.4M
PAYXPAYCHEX INC
$27.4M
ESEVERSOURCE ENERGY
$26.8M
YPFYPF SOCIEDAD ANONIMA
$26.3M
CMSCMS ENERGY CORP
$25.3M
CXCEMEX SAB DE CV
$24.5M
FRTFEDERAL RLTY INVT TR NEW
$24.1M
BZKANZHUN LIMITED
$19.5M
AWK 3.625 06/15/26AMERICAN WTR CAP CORP
$19.4M
CNP 4.25 08/15/26CENTERPOINT ENERGY INC
$19.2M
CWENCLEARWAY ENERGY INC
$18.6M
LILI AUTO INC
$18.3M
NEMNEWMONT CORP
$17.4M
DDOMINION ENERGY INC
$15.5M
QCOMQUALCOMM INC
$15.1M
BSACBANCO SANTANDER CHILE NEW
$14.4M
LOMALOMA NEGRA C I A S A MTN 14
$14.0M
NEENEXTERA ENERGY INC
$13.8M
CPACOPA HOLDINGS SA
$13.6M
ON 0.5 03/01/29ON SEMICONDUCTOR CORP
$13.2M
LUV 1.25 05/01/25SOUTHWEST AIRLS CO
$12.6M
XIFRNEXTERA ENERGY PARTNERS LP
$12.6M
CLVTRIP COM GROUP LTD
$12.5M
AVAAVISTA CORP
$12.2M
ZTOZTO EXPRESS CAYMAN INC
$11.6M
EIXEDISON INTL
$11.3M
$11.1M
$10.6M
AAL 6.5 07/01/25AMERICAN AIRLINES GROUP INC
$10.3M
VISTVISTA ENERGY S.A.B. DE C.V.
$10.2M
VTR 3.75 06/01/26VENTAS RLTY LTD PARTNERSHIP
$9.1M
TEOTELECOM ARGENTINA SA
$9.1M
DUK 4.125 04/15/26DUKE ENERGY CORP NEW
$9.0M
FE 4 05/01/26FIRSTENERGY CORP
$8.4M
FOUR 0 12/15/25SHIFT4 PMTS INC
$8.2M
CEGCONSTELLATION ENERGY CORP
$8.1M
SPOT 0 03/15/26SPOTIFY USA INC
$8.0M
$7.3M
RIVN 4.625 03/15/29RIVIAN AUTOMOTIVE INC
$7.1M
LACLITHIUM AMERICAS ARGENTINA C
$6.8M
STX 3.5 06/01/28SEAGATE HDD CAYMAN
$6.4M
PPL 2.875 03/15/28PPL CAP FDG INC
$6.4M
SRPT 1.25 09/15/27SAREPTA THERAPEUTICS INC
$6.1M
$6.0M
$6.0M
PEGPUBLIC SVC ENTERPRISE GRP IN
$5.9M
WWAYFAIR INC
$5.9M
GGALGRUPO FINANCIERO GALICIA S.A
$5.8M
F 0 03/15/26FORD MTR CO
$5.7M
BSY 0.375 07/01/27BENTLEY SYS INC
$5.5M
KOSKOSMOS ENERGY LTD
$5.5M
CAAPCORPORACION AMER ARPTS S A
$5.2M
GTEGRAN TIERRA ENERGY INC
$4.9M
LYV 3.125 01/15/29LIVE NATION ENTERTAINMENT IN
$4.9M
ALNY 1 09/15/27ALNYLAM PHARMACEUTICALS INC
$4.8M
HALO 1 08/15/28HALOZYME THERAPEUTICS INC
$4.8M
ABNB 0 03/15/26AIRBNB INC
$4.7M
$4.6M
LI 0.25 05/01/28LI AUTO INC
$4.4M
RUNSUNRUN INC
$4.4M
LITE 1.5 12/15/29LUMENTUM HLDGS INC
$4.1M
FUTUFUTU HLDGS LTD
$4.0M
IONS 1.75 06/15/28IONIS PHARMACEUTICALS INC
$3.8M
VSH 2.25 09/15/30VISHAY INTERTECHNOLOGY INC
$3.7M
MIDD 1 09/01/25MIDDLEBY CORP
$3.5M
DBX 0 03/01/28DROPBOX INC
$3.4M
$3.3M
Z 1.375 09/01/26ZILLOW GROUP INC
$3.1M
FWONK 2.25 08/15/27LIBERTY MEDIA CORP DEL
$3.0M
ASND 2.25 04/01/28ASCENDIS PHARMA A/S
$2.9M
HNMORMAT TECHNOLOGIES INC
$2.8M
$2.8M
W 3.25 09/15/27WAYFAIR INC
$2.8M
UBER 0 12/15/25UBER TECHNOLOGIES INC
$2.8M
TTEK 2.25 08/15/28TETRA TECH INC NEW
$2.8M
$2.7M
BBIO 2.5 03/15/27BRIDGEBIO PHARMA INC
$2.7M
AEIS 2.5 09/15/28ADVANCED ENERGY INDS
$2.4M
NOG 3.625 04/15/29NORTHERN OIL & GAS INC
$2.4M
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