HoldingsChannel.com
Investec Asset Management North America Inc. Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
ALIBABA GROUP HOLDING LTD 620,376 +200,603 $105,123
     BABA620,376+200,603$105,123
MICROSOFT CORP 340,381 +28,139 $45,597
     MSFT340,381+28,139$45,597
INFOSYS LTD 4,013,462 +395,822 $42,944
     INFY4,013,462+395,822$42,944
BOOKING HOLDINGS INC 19,806 +1,929 $37,131
     BKNG19,806+1,929$37,131
PETROLEO BRASILEIRO SA 2,168,938 +2,168,938 $33,770
     PBR2,168,938+2,168,938$33,770
WORLDPAY INC 252,326 -44,551 $30,923
     WP252,326-44,551$30,923
MASTERCARD INC 114,960 +2,531 $30,410
     MA114,960+2,531$30,410
AUTOZONE INC 26,525 +2,899 $29,163
     AZO26,525+2,899$29,163
THERMO FISHER SCIENTIFIC INC 98,152 +9,961 $28,825
     TMO98,152+9,961$28,825
HONEYWELL INTERNATIONAL INC 164,141 +16,458 $28,657
     HON164,141+16,458$28,657
PAYPAL HOLDINGS INC 249,880 -12,243 $28,601
     PYPL249,880-12,243$28,601
CITIGROUP INC 402,944 +54,489 $28,218
     C402,944+54,489$28,218
TRANSUNION 370,902 +40,577 $27,265
     TRU370,902+40,577$27,265
IQVIA HOLDINGS INC 168,599 +168,599 $27,128
     IQV168,599+168,599$27,128
MARSH & MCLENNAN COS INC 263,790 +22,280 $26,313
     MMC263,790+22,280$26,313
DISCOVER FINANCIAL SERVICES 338,138 +36,630 $26,236
     DFS338,138+36,630$26,236
COMCAST CORP 588,690 -76,666 $24,890
     CMCSA588,690-76,666$24,890
INTERCONTINENTAL EXCHANGE INC (ICE) 286,736 +35,394 $24,642
     ICE286,736+35,394$24,642
VMWARE INC 140,114 +16,721 $23,428
     VMW140,114+16,721$23,428
UNUM GROUP 667,712 +73,859 $22,402
     UNM667,712+73,859$22,402
WYNDHAM WORLDWIDE CORP 509,504 +509,504 $22,367
     WYND509,504+509,504$22,367
DAVITA INC 395,948 +49,007 $22,276
     DVA395,948+49,007$22,276
ALEXION PHARMACEUTICALS INC 169,284 +19,129 $22,173
     ALXN169,284+19,129$22,173
POPULAR INC 402,902 +74,200 $21,853
     BPOP402,902+74,200$21,853
ANTHEM INC 77,068 +5,541 $21,749
     ANTM77,068+5,541$21,749
EXTENDED STAY AMERICA INC 1,192,372 +230,875 $20,139
     STAY1,192,372+230,875$20,139
BROADCOM INC 66,209 +4,343 $19,059
     AVGO66,209+4,343$19,059
FACEBOOK INC 87,030 +81,951 $16,797
     FB87,030+81,951$16,797
CREDICORP LTD 73,136 +6,019 $16,742
     BAP73,136+6,019$16,742
BANCOLOMBIA SA 280,983 +166,781 $14,341
     CIB280,983+166,781$14,341
58.COM INC 199,022 +16,158 $12,373
     WUBA199,022+16,158$12,373
CEMEX SAB DE CV 2,798,041 +225,554 $11,864
     CX2,798,041+225,554$11,864
RANGE RESOURCES CORP 1,625,960 +184,251 $11,349
     RRC1,625,960+184,251$11,349
GRUPO AEROPORTUARIO DEL SUREST 69,159 +5,571 $11,211
     ASR69,159+5,571$11,211
TOPBUILD CORP 130,575 -134,312 $10,806
     BLD130,575-134,312$10,806
NICE SYSTEMS LTD 69,701 -14,325 $9,549
     NICE69,701-14,325$9,549
VISA INC 51,131 +6,167 $8,874
     V51,131+6,167$8,874
ALPHABET INC 7,686 -16,468 $8,322
     GOOGL7,686-16,468$8,322
TERNIUM SA 361,352 -255,899 $8,105
     TX361,352-255,899$8,105
SILICON MOTION TECHNOLOGY CORP 142,848 -5,018 $6,340
     SIMO142,848-5,018$6,340
JOHNSON & JOHNSON 45,175 -6,577 $6,292
     JNJ45,175-6,577$6,292
VERISIGN INC 29,915 +1,307 $6,257
     VRSN29,915+1,307$6,257
TIM PARTICIPACOES SA 410,494 +32,833 $6,145
     TSU410,494+32,833$6,145
TAIWAN SEMICONDUCTOR MANUFACTU 151,177 +5,060 $5,922
     TSM151,177+5,060$5,922
NOMAD FOODS LTD 270,676 -1,313 $5,782
     NOMD270,676-1,313$5,782
MERCK & CO INC 58,939 -1,052 $4,942
     MRK58,939-1,052$4,942
S&P GLOBAL INC 19,572 +6,037 $4,458
     SPGI19,572+6,037$4,458
APPLE INC 22,179 -396 $4,390
     AAPL22,179-396$4,390
LAS VEGAS SANDS CORP 72,750 UNCH $4,299
     LVS72,750UNCH$4,299
AMAZON.COM INC 2,258 -40 $4,276
     AMZN2,258-40$4,276

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 06/30/2019: $1,136,682
At 03/31/2019: $1,058,410

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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