HoldingsChannel.com
Investec Asset Management North America Inc. Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
ALIBABA GROUP HOLDING LTD 745,261 +124,885 $124,630
     BABA745,261+124,885$124,630
MICROSOFT CORP 353,510 +13,129 $49,148
     MSFT353,510+13,129$49,148
BOOKING HOLDINGS INC 20,707 +901 $40,640
     BKNG20,707+901$40,640
PETROLEO BRASILEIRO SA 2,313,722 +144,784 $33,480
     PBR2,313,722+144,784$33,480
THERMO FISHER SCIENTIFIC INC 103,367 +5,215 $30,108
     TMO103,367+5,215$30,108
INTERCONTINENTAL EXCHANGE INC (ICE) 325,429 +38,693 $30,027
     ICE325,429+38,693$30,027
S&P GLOBAL INC 122,544 +102,972 $30,021
     SPGI122,544+102,972$30,021
CITIGROUP INC 422,774 +19,830 $29,205
     C422,774+19,830$29,205
HONEYWELL INTERNATIONAL INC 172,111 +7,970 $29,121
     HON172,111+7,970$29,121
DISCOVER FINANCIAL SERVICES 356,255 +18,117 $28,889
     DFS356,255+18,117$28,889
COMCAST CORP 632,629 +43,939 $28,519
     CMCSA632,629+43,939$28,519
FIDELITY NATIONAL INFORMATION 214,396 +214,396 $28,463
     FIS214,396+214,396$28,463
MASTERCARD INC 102,194 -12,766 $27,753
     MA102,194-12,766$27,753
FACEBOOK INC 152,202 +65,172 $27,104
     FB152,202+65,172$27,104
MARSH & MCLENNAN COS INC 269,698 +5,908 $26,983
     MMC269,698+5,908$26,983
IQVIA HOLDINGS INC 178,090 +9,491 $26,603
     IQV178,090+9,491$26,603
INFOSYS LTD 2,305,355 -1,708,107 $26,212
     INFY2,305,355-1,708,107$26,212
NETEASE INC 94,608 +92,651 $25,183
     NTES94,608+92,651$25,183
ABBOTT LABORATORIES 300,005 +300,005 $25,101
     ABT300,005+300,005$25,101
WYNDHAM WORLDWIDE CORP 543,759 +34,255 $25,024
     WYND543,759+34,255$25,024
TRANSUNION 307,842 -63,060 $24,969
     TRU307,842-63,060$24,969
PAYPAL HOLDINGS INC 237,424 -12,456 $24,595
     PYPL237,424-12,456$24,595
EBAY INC 618,034 +618,034 $24,091
     EBAY618,034+618,034$24,091
VMWARE INC 155,086 +14,972 $23,272
     VMW155,086+14,972$23,272
POPULAR INC 429,064 +26,162 $23,204
     BPOP429,064+26,162$23,204
ALEXION PHARMACEUTICALS INC 223,001 +53,717 $21,841
     ALXN223,001+53,717$21,841
ANTHEM INC 81,765 +4,697 $19,632
     ANTM81,765+4,697$19,632
BROADCOM INC 67,636 +1,427 $18,672
     AVGO67,636+1,427$18,672
AMBEV SA 3,349,178 +3,349,178 $15,473
     ABEV3,349,178+3,349,178$15,473
BANCOLOMBIA SA 302,694 +21,711 $14,968
     CIB302,694+21,711$14,968
58.COM INC ADR 216,579 +17,557 $10,680
     WUBA216,579+17,557$10,680
NICE SYSTEMS LTD 69,517 -184 $9,997
     NICE69,517-184$9,997
ALPHABET INC 7,600 -86 $9,281
     GOOGL7,600-86$9,281
TAIWAN SEMICONDUCTOR MANUFACTU 199,497 +48,320 $9,273
     TSM199,497+48,320$9,273
VISA INC 53,171 +2,040 $9,146
     V53,171+2,040$9,146
RANGE RESOURCES CORP 2,051,985 +426,025 $7,839
     RRC2,051,985+426,025$7,839
NOMAD FOODS LTD 336,634 +65,958 $6,901
     NOMD336,634+65,958$6,901
TERNIUM SA 345,485 -15,867 $6,630
     TX345,485-15,867$6,630
APPLE INC 26,491 +4,312 $5,933
     AAPL26,491+4,312$5,933
VERISIGN INC 30,607 +692 $5,773
     VRSN30,607+692$5,773
JOHNSON & JOHNSON 43,804 -1,371 $5,667
     JNJ43,804-1,371$5,667
NIKE INC 50,726 +12,759 $4,764
     NKE50,726+12,759$4,764
LAS VEGAS SANDS CORP 72,750 UNCH $4,202
     LVS72,750UNCH$4,202
MOODY&apos S CORP 19,283 +655 $3,950
     MCO19,283+655$3,950
CHEVRON CORP 33,234 -375 $3,942
     CVX33,234-375$3,942
MERCK & CO INC 46,356 -12,583 $3,902
     MRK46,356-12,583$3,902
AMAZON.COM INC 2,232 -26 $3,875
     AMZN2,232-26$3,875
INTUIT INC 14,397 +1,167 $3,829
     INTU14,397+1,167$3,829
PHILIP MORRIS INTERNATIONAL IN 47,795 +8,393 $3,629
     PM47,795+8,393$3,629
MONDELEZ INTERNATIONAL INC 62,032 -701 $3,432
     MDLZ62,032-701$3,432

See Full List: All Stocks Held By Investec Asset Management North America Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Investec Asset Management North America Inc.

Size ($ in 1000's)
At 09/30/2019: $1,106,844
At 06/30/2019: $1,136,682

Investec Asset Management North America Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Investec Asset Management North America Inc. 13F filings. Link to 13F filings: SEC filings

Investec Asset Management North America Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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