Instuitional Investor - River & Mercantile Asset Management Llp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Microsoft Corp	MSFT	85,153	$35,889,861	6.96%
2.	Alphabet Inc.	GOOGL	174,435	$33,026,649	6.41%
3.	Taiwan Semiconductor Mfg Co Ltd	TSM	160,945	$31,800,318	6.17%
4.	Broadcom Inc.	AVGO	133,066	$30,843,368	5.98%
5.	Comfort Systems Usa Inc	FIX	49,370	$20,945,223	4.06%