HoldingsChannel.com
Investec Asset Management PTY Ltd Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
BERKIRE HATHAWAY INC      $28,953
     BRK.A91UNCH$28,953
MICROSOFT CORP 41,351 +2,808 $5,530
     MSFT41,351+2,808$5,530
BOOKING HOLDINGS INC 2,712 +642 $5,057
     BKNG2,712+642$5,057
AMAZON.COM INC 2,647 +291 $5,031
     AMZN2,647+291$5,031
ALPHABET INC 4,521 +417 $4,867
     GOOGL4,521+417$4,867
PAYPAL HOLDINGS INC 37,405 +4,115 $4,268
     PYPL37,405+4,115$4,268
DIGITAL REALTY TRUST INC 35,200 UNCH $4,148
     DLR35,200UNCH$4,148
CITIGROUP INC 50,460 -12,433 $3,514
     C50,460-12,433$3,514
NOMAD FOODS LTD 160,586 +28,442 $3,380
     NOMD160,586+28,442$3,380
MERCK & CO INC 40,114 +3,882 $3,350
     MRK40,114+3,882$3,350
PLANET FITNESS INC 45,435 -968 $3,322
     PLNT45,435-968$3,322
POPULAR INC 58,188 +19,849 $3,127
     BPOP58,188+19,849$3,127
FACEBOOK INC 15,759 +15,759 $3,001
     FB15,759+15,759$3,001
UNITEDHEALTH GROUP INC 12,110 -1,724 $2,916
     UNH12,110-1,724$2,916
VMWARE INC 16,824 +1,851 $2,808
     VMW16,824+1,851$2,808
ALLY FINANCIAL INC 86,003 +9,461 $2,652
     ALLY86,003+9,461$2,652
CHEMED CORP 7,343 +808 $2,619
     CHE7,343+808$2,619
PROLOGIS INC 32,500 UNCH $2,603
     PLD32,500UNCH$2,603
PERSPECTA INC 109,989 +45,783 $2,511
     PRSP109,989+45,783$2,511
THERMO FIER SCIENTIFIC INC 8,454 +930 $2,453
     TMO8,454+930$2,453
BANK OF AMERICA CORP 82,771 -13,159 $2,395
     BAC82,771-13,159$2,395
DXC TECHNOLOGY CO 43,768 +18,228 $2,376
     DXC43,768+18,228$2,376
IQVIA HOLDINGS INC 14,759 +14,759 $2,339
     IQV14,759+14,759$2,339
SIMON PROPERTY GROUP INC 14,157 UNCH $2,262
     SPG14,157UNCH$2,262
ESSEX PROPERTY TRUST INC 7,700 UNCH $2,248
     ESS7,700UNCH$2,248
VALERO ENERGY CORP 25,552 +11,580 $2,162
     VLO25,552+11,580$2,162
CBS CORP 43,897 +4,829 $2,147
     CBS43,897+4,829$2,147
CME GROUP INC IL 10,436 +1,036 $2,019
     CME10,436+1,036$2,019
VISA INC 11,069 +281 $1,921
     V11,069+281$1,921
EXTENDED STAY AMERICA INC 110,908 +12,201 $1,865
     STAY110,908+12,201$1,865
COMCAST CORP 41,547 +4,335 $1,748
     CMCSA41,547+4,335$1,748
JACOBS ENGINEERING GROUP INC 20,622 +2,269 $1,730
     JEC20,622+2,269$1,730
VERISIGN INC 8,107 UNCH $1,696
     VRSN8,107UNCH$1,696
RESIDEO TECHNOLOGIES INC 78,443 +35,033 $1,694
     REZI78,443+35,033$1,694
AVALONBAY COMMUNITIES INC 8,319 -700 $1,690
     AVB8,319-700$1,690
GAMING AND LEISURE PROPERTIES 43,253 -6,307 $1,686
     GLPI43,253-6,307$1,686
AMC NETWORKS INC 30,504 +3,356 $1,665
     AMCX30,504+3,356$1,665
AMERICAN HOMES 4 RENT 68,000 UNCH $1,653
     AMH68,000UNCH$1,653
STORE CAPITAL CORP 49,760 UNCH $1,652
     STOR49,760UNCH$1,652
WYNDHAM WORLDWIDE CORP 37,081 +37,081 $1,633
     WYND37,081+37,081$1,633
LAM RESEARCH CORP 8,347 +918 $1,570
     LRCX8,347+918$1,570
HESS CORP 24,386 +8,634 $1,556
     HES24,386+8,634$1,556
LINCOLN NATIONAL CORP 24,272 -6,152 $1,543
     LNC24,272-6,152$1,543
INFOSYS LTD 144,761 +15,437 $1,540
     INFY144,761+15,437$1,540
DELTA AIR LINES INC 26,753 -12,554 $1,523
     DAL26,753-12,554$1,523
SCORPIO TANKERS INC 53,933 +5,933 $1,501
     STNG53,933+5,933$1,501
MOSAIC CO THE 59,905 +6,590 $1,476
     MOS59,905+6,590$1,476
HANESBRANDS INC 85,104 +9,362 $1,455
     HBI85,104+9,362$1,455
HUDSON PACIFIC PROPERTIES INC 43,472 +9,300 $1,446
     HPP43,472+9,300$1,446
SUN COMMUNITIES INC 11,255 UNCH $1,443
     SUI11,255UNCH$1,443

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 06/30/2019: $178,805
At 03/31/2019: $189,267

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

Copyright © 2013 - 2019, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.