HoldingsChannel.com
Origin Asset Management LLP Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
ALIBABA GROUP HLDG LTD 678,900 +182,500 $113,532
     BABA678,900+182,500$113,532
TAIWAN SEMICONDUCTOR MFG LTD 2,260,680 +635,500 $105,076
     TSM2,260,680+635,500$105,076
INFOSYS LTD 7,538,500 +1,485,800 $85,713
     INFY7,538,500+1,485,800$85,713
NETEASE INC 246,300 +246,300 $65,560
     NTES246,300+246,300$65,560
AUTOHOME INC 370,000 +33,800 $30,758
     ATHM370,000+33,800$30,758
VIPSHOP HLDGS LTD 3,128,000 +3,128,000 $27,902
     VIPS3,128,000+3,128,000$27,902
JD COM INC 985,500 +985,500 $27,801
     JD985,500+985,500$27,801
QUDIAN INC 3,561,832 +3,561,832 $24,541
     QD3,561,832+3,561,832$24,541
MICROSOFT CORP 167,350 +1,000 $23,267
     MSFT167,350+1,000$23,267
ALPHABET INC 16,796 +9,732 $20,510
     GOOGL16,796+9,732$20,510
APPLE INC 86,543 +6,900 $19,383
     AAPL86,543+6,900$19,383
MASTERCARD INC 65,700 -8,300 $17,842
     MA65,700-8,300$17,842
AMAZON COM INC 9,477 -1,250 $16,451
     AMZN9,477-1,250$16,451
COMCAST CORP NEW 359,919 -43,000 $16,225
     CMCSA359,919-43,000$16,225
TRANSDIGM GROUP INC 30,700 -3,200 $15,985
     TDG30,700-3,200$15,985
MOMO INC 495,400 +121,700 $15,347
     MOMO495,400+121,700$15,347
VISA INC 84,297 -9,000 $14,500
     V84,297-9,000$14,500
PROGRESSIVE CORP OHIO 185,800 -26,500 $14,353
     PGR185,800-26,500$14,353
CBRE GROUP INC 262,800 -42,000 $13,931
     CBRE262,800-42,000$13,931
AFLAC INC 265,500 -21,000 $13,891
     AFL265,500-21,000$13,891
CDW CORP 112,111 -33,000 $13,817
     CDW112,111-33,000$13,817
INGERSOLL RAND PLC 108,700 -17,500 $13,393
     IR108,700-17,500$13,393
PRICE T ROWE GROUP INC 106,100 +106,100 $12,122
     TROW106,100+106,100$12,122
LOCKHEED MARTIN CORP 30,500 +30,500 $11,897
     LMT30,500+30,500$11,897
ZEBRA TECHNOLOGIES CORP 56,800 -5,500 $11,722
     ZBRA56,800-5,500$11,722
BROADCOM INC 41,981 -13,428 $11,590
     AVGO41,981-13,428$11,590
WNS HOLDINGS LTD 189,000 +48,900 $11,104
     WNS189,000+48,900$11,104
AUTOZONE INC 9,730 -1,250 $10,553
     AZO9,730-1,250$10,553
ALLSTATE CORP 96,000 +96,000 $10,433
     ALL96,000+96,000$10,433
ISHARES TR (INDA) 294,600 +294,600 $9,890
     INDA294,600+294,600$9,890
GALLAGHER ARTHUR J & CO 108,550 -15,000 $9,723
     AJG108,550-15,000$9,723
COPART INC 117,444 -68,100 $9,434
     CPRT117,444-68,100$9,434
AMERICAN EXPRESS CO 78,700 -11,500 $9,309
     AXP78,700-11,500$9,309
AMETEK INC NEW 99,000 -15,000 $9,090
     AME99,000-15,000$9,090
LPL FINL HLDGS INC 106,500 -54,500 $8,722
     LPLA106,500-54,500$8,722
HCA HOLDINGS INC 72,000 -29,000 $8,670
     HCA72,000-29,000$8,670
CARLISE COS INC 58,100 +29,000 $8,456
     CSL58,100+29,000$8,456
EURONET WORLDWIDE INC 57,700 -10,500 $8,442
     EEFT57,700-10,500$8,442
ARISTA NETWORKS INC 34,145 -15,850 $8,158
     ANET34,145-15,850$8,158
NVR INC 2,170 +1,060 $8,067
     NVR2,170+1,060$8,067
DISCOVERY INC 298,200 -41,000 $7,941
     DISCA298,200-41,000$7,941
ASBURY AUTOMOTIVE GROUP INC 75,627 +21,267 $7,739
     ABG75,627+21,267$7,739
BIOGEN IDEC INC 33,200 -5,900 $7,730
     BIIB33,200-5,900$7,730
SYNOPSYS INC 56,150 -13,600 $7,707
     SNPS56,150-13,600$7,707
FIDELITY NATL INFORMATION SV 57,206 +57,206 $7,595
     FIS57,206+57,206$7,595
EMCOR GROUP INC 87,708 -11,000 $7,553
     EME87,708-11,000$7,553
ANTHEM INC 28,350 -2,500 $6,807
     ANTM28,350-2,500$6,807
CIGNA CORP NEW 43,500 -5,500 $6,603
     CI43,500-5,500$6,603
UNITEDHEALTH GPOUP INC 29,657 -16,000 $6,445
     UNH29,657-16,000$6,445
ESSENT GROUP LTD 132,877 -26,000 $6,334
     ESNT132,877-26,000$6,334

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 09/30/2019: $1,091,471
At 06/30/2019: $898,530

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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