CIK 1520478
RWC Asset Management LLP
Institutional 13F holdings & portfolio
Holdings
166
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 166
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| — | GUIDEWIRE SOFTWARE INC | 2.1M | $1M+ | PRN |
| YPF | YPF SOCIEDAD ANONIMA | 60K | $1M+ | SH |
| — | LYFT INC | 1.8M | $1M+ | PRN |
| — | STRATEGY INC | 1.8M | $1M+ | PRN |
| — | NUTANIX INC | 2.2M | $1M+ | PRN |
| VEON | VEON LTD | 38K | $1M+ | SH |
| CAAP | CORPORACION AMER ARPTS S A | 75K | $1M+ | SH |
| — | SOLARIS ENERGY INFRAS INC | 1.8M | $1M+ | PRN |
| — | AFFIRM HLDGS INC | 1.5M | $1M+ | PRN |
| — | BRIDGEBIO PHARMA INC | 1.5M | $1M+ | PRN |
| — | LANTHEUS HLDGS INC | 1.5M | $1M+ | PRN |
| — | PROGRESS SOFTWARE CORP | 1.7M | $1M+ | PRN |
| — | NORTHERN OIL & GAS INC | 1.6M | $1M+ | PRN |
| — | JBT MAREL CORPORATION | 1.4M | $1M+ | PRN |
| — | TETRA TECH INC NEW | 1.3M | $1M+ | PRN |
| — | ASCENDIS PHARMA A/S | 970K | $1M+ | PRN |
| — | GUARDANT HEALTH INC | 1.3M | $1M+ | PRN |
| — | FLUOR CORP | 1.2M | $1M+ | PRN |
| — | NUTANIX INC | 1.1M | $1M+ | PRN |
| — | LIBERTY MEDIA CORP DEL | 958K | $1M+ | PRN |
| — | ETSY INC | 1.2M | $1M+ | PRN |
| — | BENTLEY SYS INC | 1.3M | $1M+ | PRN |
| — | ITRON INC | 1.1M | $1M+ | PRN |
| — | AEROVIRONMENT INC | 900K | $500K+ | PRN |
| VZ | VERIZON COMMUNICATIONS INC | 23K | $500K+ | SH |
| LLY | ELI LILLY & CO | 754 | $500K+ | SH |
| TRMB | TRIMBLE INC | 9K | $500K+ | SH |
| XYL | XYLEM INC | 5K | $500K+ | SH |
| PDD | PDD HOLDINGS INC | 6K | $500K+ | SH |
| PL | PLANET LABS PBC | 35K | $500K+ | SH |
| SBS | COMPANHIA DE SANEAMENTO BASI | 28K | $500K+ | SH |
| WTS | WATTS WATER TECHNOLOGIES INC | 2K | $500K+ | SH |
| — | COINBASE GLOBAL INC | 600K | $500K+ | PRN |
| ECL | ECOLAB INC | 2K | $500K+ | SH |
| MWA | MUELLER WTR PRODS INC | 23K | $500K+ | SH |
| RSG | REPUBLIC SVCS INC | 2K | $500K+ | SH |
| CLH | CLEAN HARBORS INC | 2K | $100K–$500K | SH |
| WMS | ADVANCED DRAIN SYS INC DEL | 3K | $100K–$500K | SH |
| ITRI | ITRON INC | 5K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 2K | $100K–$500K | SH |
| TTEK | TETRA TECH INC NEW | 12K | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 701 | $100K–$500K | SH |
| ACM | AECOM | 4K | $100K–$500K | SH |
| GH | GUARDANT HEALTH INC | 4K | $100K–$500K | SH |
| VMI | VALMONT INDS INC | 931 | $100K–$500K | SH |
| BALL | BALL CORP | 7K | $100K–$500K | SH |
| DE | DEERE & CO | 750 | $100K–$500K | SH |
| BSX | BOSTON SCIENTIFIC CORP | 4K | $100K–$500K | SH |
| EYPT | EYEPOINT INC | 17K | $100K–$500K | SH |
| BMI | BADGER METER INC | 2K | $100K–$500K | SH |