HoldingsChannel.com
Investec Asset Management PTY Ltd Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
BERKSHIRE HATHAWAY INC CL A      $28,358
     BRK.A91UNCH$28,358
MICROSOFT CORP 47,427 +6,076 $6,572
     MSFT47,427+6,076$6,572
ALPHABET INC 4,424 -97 $5,388
     GOOGL4,424-97$5,388
BOOKING HOLDINGS INC 2,658 -54 $5,228
     BKNG2,658-54$5,228
DIGITAL REALTY TRUST INC 35,200 UNCH $4,560
     DLR35,200UNCH$4,560
AMAZON.COM INC 2,579 -68 $4,457
     AMZN2,579-68$4,457
PAYPAL HOLDINGS INC 36,446 -959 $3,751
     PYPL36,446-959$3,751
CITIGROUP INC 49,444 -1,016 $3,427
     C49,444-1,016$3,427
MERCK & CO INC 39,052 -1,062 $3,288
     MRK39,052-1,062$3,288
POPULAR INC 56,696 -1,492 $3,082
     BPOP56,696-1,492$3,082
CHEMED CORP 7,154 -189 $2,965
     CHE7,154-189$2,965
NOMAD FOODS LTD 142,221 -18,365 $2,896
     NOMD142,221-18,365$2,896
SIMON PROPERTY GROUP INC 18,157 +4,000 $2,826
     SPG18,157+4,000$2,826
ALLY FINANCIAL INC 83,798 -2,205 $2,787
     ALLY83,798-2,205$2,787
FACEBOOK INC 15,355 -404 $2,730
     FB15,355-404$2,730
PERSPECTA INC 103,193 -6,796 $2,687
     PRSP103,193-6,796$2,687
PLANET FITNESS INC 45,435 UNCH $2,611
     PLNT45,435UNCH$2,611
UNITEDHEALTH GROUP INC 11,799 -311 $2,546
     UNH11,799-311$2,546
VMWARE INC 16,393 -431 $2,436
     VMW16,393-431$2,436
THERMO FISHER SCIENTIFIC INC 8,237 -217 $2,397
     TMO8,237-217$2,397
BANK OF AMERICA CORP 81,372 -1,399 $2,380
     BAC81,372-1,399$2,380
CME GROUP INC IL 10,176 -260 $2,156
     CME10,176-260$2,156
IQVIA HOLDINGS INC 14,381 -378 $2,140
     IQV14,381-378$2,140
VALERO ENERGY CORP 24,896 -656 $2,125
     VLO24,896-656$2,125
PROLOGIS INC 23,900 -8,600 $2,037
     PLD23,900-8,600$2,037
VISA INC 11,069 UNCH $1,904
     V11,069UNCH$1,904
LAM RESEARCH CORP 8,133 -214 $1,872
     LRCX8,133-214$1,872
STORE CAPITAL CORP 49,760 UNCH $1,862
     STOR49,760UNCH$1,862
JACOBS ENGINEERING GROUP INC 20,093 -529 $1,842
     JEC20,093-529$1,842
GAMING AND LEISURE PROPERTIES 47,779 +4,526 $1,827
     GLPI47,779+4,526$1,827
COMCAST CORP 40,537 -1,010 $1,820
     CMCSA40,537-1,010$1,820
CBS CORP 42,771 -1,126 $1,734
     CBS42,771-1,126$1,734
ESSEX PROPERTY TRUST INC 5,300 -2,400 $1,731
     ESS5,300-2,400$1,731
BARRICK GOLD CORP 93,215 +93,215 $1,677
     GOLD93,215+93,215$1,677
SUN COMMUNITIES INC 11,255 UNCH $1,671
     SUI11,255UNCH$1,671
WYNDHAM WORLDWIDE CORP 36,130 -951 $1,653
     WYND36,130-951$1,653
INFOSYS LTD 141,163 -3,598 $1,600
     INFY141,163-3,598$1,600
SCORPIO TANKERS INC 52,550 -1,383 $1,585
     STNG52,550-1,383$1,585
ESH HOSPITALITY INC 108,065 -2,843 $1,569
     STAY108,065-2,843$1,569
VERISIGN INC 8,107 UNCH $1,529
     VRSN8,107UNCH$1,529
DELTA AIR LINES INC 26,067 -686 $1,510
     DAL26,067-686$1,510
AVALONBAY COMMUNITIES INC 6,919 -1,400 $1,490
     AVB6,919-1,400$1,490
HUDSON PACIFIC PROPERTIES INC 43,472 UNCH $1,455
     HPP43,472UNCH$1,455
AMC NETWORKS INC 29,722 -782 $1,453
     AMCX29,722-782$1,453
HESS CORP 23,761 -625 $1,443
     HES23,761-625$1,443
NICE SYSTEMS LTD 10,022 -263 $1,439
     NICE10,022-263$1,439
LINCOLN NATIONAL CORP 23,650 -622 $1,428
     LNC23,650-622$1,428
ABBOTT LABORATORIES 16,779 +16,779 $1,405
     ABT16,779+16,779$1,405
CYRUSONE INC 17,233 UNCH $1,363
     CONE17,233UNCH$1,363
MOODY&apos S CORP 6,458 UNCH $1,323
     MCO6,458UNCH$1,323

See Full List: All Stocks Held By Investec Asset Management PTY Ltd
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Investec Asset Management PTY Ltd

Size ($ in 1000's)
At 09/30/2019: $177,416
At 06/30/2019: $178,805

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

Investec Asset Management PTY Ltd Top Holdings 13F Filings | www.HoldingsChannel.com

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