HoldingsChannel.com
Origin Asset Management LLP Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ALIBABA GROUP HLDG LTD 955,700 +36,100 $185,865
     BABA955,700+36,100$185,865
TAIWAN SEMICONDUCTOR MFG LTD 2,337,280 +4,400 $111,699
     TSM2,337,280+4,400$111,699
NETEASE INC 323,171 -9,800 $103,725
     NTES323,171-9,800$103,725
JD COM INC 1,504,400 +367,500 $60,928
     JD1,504,400+367,500$60,928
VIPSHOP HLDGS LTD 3,402,900 +158,100 $53,017
     VIPS3,402,900+158,100$53,017
NEW ORIENTAL ED & TECH GRP I 381,100 +381,100 $41,250
     EDU381,100+381,100$41,250
INFOSYS LTD 2,181,666 -1,887,600 $17,911
     INFY2,181,666-1,887,600$17,911
MOMO INC 667,800 +140,100 $14,485
     MOMO667,800+140,100$14,485
MICROSOFT CORP 62,500 -104,850 $9,857
     MSFT62,500-104,850$9,857
APPLE INC 36,187 -58,956 $9,202
     AAPL36,187-58,956$9,202
WNS HOLDINGS LTD 200,000 -800 $8,596
     WNS200,000-800$8,596
ALPHABET INC 5,469 -11,327 $6,355
     GOOGL5,469-11,327$6,355
MASTERCARD INC 26,200 -39,500 $6,329
     MA26,200-39,500$6,329
ALLSTATE CORP 52,000 -73,200 $4,770
     ALL52,000-73,200$4,770
BRISTOL MYERS SQUIBB CO 83,500 -97,000 $4,654
     BMY83,500-97,000$4,654
ISHARES TR (INDA) 180,100 -40,000 $4,342
     INDA180,100-40,000$4,342
LOCKHEED MARTIN CORP 12,800 -19,000 $4,339
     LMT12,800-19,000$4,339
JP MORGAN CHASE & CO 48,172 -53,450 $4,337
     JPM48,172-53,450$4,337
BIOGEN IDEC INC 13,700 -19,500 $4,334
     BIIB13,700-19,500$4,334
PRICE T ROWE GROUP INC 43,700 -62,400 $4,267
     TROW43,700-62,400$4,267
ZEBRA TECHNOLOGIES CORP 23,200 -33,600 $4,260
     ZBRA23,200-33,600$4,260
CDW CORP 42,800 -60,911 $3,992
     CDW42,800-60,911$3,992
CBRE GROUP INC 96,200 -166,600 $3,628
     CBRE96,200-166,600$3,628
COPART INC 46,144 -71,300 $3,162
     CPRT46,144-71,300$3,162
UNITEDHEALTH GPOUP INC 12,657 -17,000 $3,156
     UNH12,657-17,000$3,156
VISA INC 18,797 -46,500 $3,029
     V18,797-46,500$3,029
CARLISE COS INC 23,800 -34,300 $2,982
     CSL23,800-34,300$2,982
KEYSIGHT TECHNOLOGIES INC 34,800 -49,900 $2,912
     KEYS34,800-49,900$2,912
FIDELITY NATL INFORMATION SV 22,567 -34,639 $2,745
     FIS22,567-34,639$2,745
LUMENTUM HLDGS INC 35,901 +35,901 $2,646
     LITE35,901+35,901$2,646
GALLAGHER ARTHUR J & CO 31,200 -45,350 $2,543
     AJG31,200-45,350$2,543
CIGNA CORP NEW 13,500 -21,500 $2,392
     CI13,500-21,500$2,392
D R HORTON INC 70,000 -92,000 $2,380
     DHI70,000-92,000$2,380
HUBBELL INC 20,000 -29,900 $2,295
     HUBB20,000-29,900$2,295
EMCOR GROUP INC 37,308 -50,400 $2,288
     EME37,308-50,400$2,288
MCKESSON CORP 16,700 +16,700 $2,259
     MCK16,700+16,700$2,259
GENERAC HLDGS INC 23,969 -35,000 $2,233
     GNRC23,969-35,000$2,233
ALEXION PHARMACEUTICALS INC 24,700 -36,000 $2,218
     ALXN24,700-36,000$2,218
DISCOVERY INC 112,700 -185,500 $2,191
     DISCA112,700-185,500$2,191
NVR INC 845 -1,325 $2,171
     NVR845-1,325$2,171
ABBVIE INC 28,000 +4,000 $2,133
     ABBV28,000+4,000$2,133
STATE STR CORP 39,000 +39,000 $2,078
     STT39,000+39,000$2,078
TRANSDIGM GROUP INC 6,300 -9,200 $2,017
     TDG6,300-9,200$2,017
APPLIED MATLS INC 43,000 +43,000 $1,970
     AMAT43,000+43,000$1,970
LPL FINL HLDGS INC 35,500 -46,000 $1,932
     LPLA35,500-46,000$1,932
SYNOPSYS INC 14,500 -24,050 $1,867
     SNPS14,500-24,050$1,867
SYNNEX CORP 25,509 -39,300 $1,865
     SNX25,509-39,300$1,865
REGENERON PHARMACEUTICALS 3,800 +3,800 $1,856
     REGN3,800+3,800$1,856
ASBURY AUTOMOTIVE GROUP INC 32,727 -42,300 $1,808
     ABG32,727-42,300$1,808
JAZZ PHARMACEUTICAL PLC 18,000 -27,300 $1,795
     JAZZ18,000-27,300$1,795

See Full List: All Stocks Held By Origin Asset Management LLP
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Origin Asset Management LLP

Size ($ in 1000's)
At 03/31/2020: $778,281
At 12/31/2019: $1,201,666

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

Origin Asset Management LLP Top Holdings 13F Filings | www.HoldingsChannel.com

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