HoldingsChannel.com
Origin Asset Management LLP Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
ALIBABA GROUP HLDG LTD 496,400 +187,500 $84,115
     BABA496,400+187,500$84,115
INFOSYS LTD 6,052,700 +1,434,900 $64,764
     INFY6,052,700+1,434,900$64,764
TAIWAN SEMICONDUCTOR MFG LTD 1,625,180 +709,600 $63,658
     TSM1,625,180+709,600$63,658
AUTOHOME INC 336,200 +180,900 $28,785
     ATHM336,200+180,900$28,785
MICROSOFT CORP 166,350 -160,750 $22,284
     MSFT166,350-160,750$22,284
AMAZON COM INC 10,727 -5,902 $20,313
     AMZN10,727-5,902$20,313
MASTERCARD INC 74,000 -44,100 $19,575
     MA74,000-44,100$19,575
COMCAST CORP NEW 402,919 +250,648 $17,035
     CMCSA402,919+250,648$17,035
PROGRESSIVE CORP OHIO 212,300 -95,300 $16,969
     PGR212,300-95,300$16,969
TRANSDIGM GROUP INC 33,900 -6,700 $16,401
     TDG33,900-6,700$16,401
VISA INC 93,297 -67,262 $16,192
     V93,297-67,262$16,192
CDW CORP 145,111 -51,600 $16,107
     CDW145,111-51,600$16,107
INGERSOLL RAND PLC 126,200 -71,900 $15,986
     IR126,200-71,900$15,986
BROADCOM INC 55,409 -27,700 $15,950
     AVGO55,409-27,700$15,950
APPLE INC 79,643 -54,637 $15,763
     AAPL79,643-54,637$15,763
AFLAC INC 286,500 -78,500 $15,703
     AFL286,500-78,500$15,703
CBRE GROUP INC 304,800 -93,100 $15,636
     CBRE304,800-93,100$15,636
COPART INC 185,544 -64,200 $13,868
     CPRT185,544-64,200$13,868
HCA HOLDINGS INC 101,000 -62,500 $13,652
     HCA101,000-62,500$13,652
MOMO INC 373,700 +108,400 $13,378
     MOMO373,700+108,400$13,378
LPL FINL HLDGS INC 161,000 -44,500 $13,133
     LPLA161,000-44,500$13,133
ZEBRA TECHNOLOGIES CORP 62,300 -45,700 $13,051
     ZBRA62,300-45,700$13,051
ARISTA NETWORKS INC 49,995 -20,490 $12,980
     ANET49,995-20,490$12,980
AUTOZONE INC 10,980 -1,750 $12,072
     AZO10,980-1,750$12,072
EURONET WORLDWIDE INC 68,200 -24,700 $11,474
     EEFT68,200-24,700$11,474
SS&C TECHNOLOGIES HLDGS INC 197,500 -127,900 $11,378
     SSNC197,500-127,900$11,378
UNITEDHEALTH GPOUP INC 45,657 -48,000 $11,141
     UNH45,657-48,000$11,141
AMERICAN EXPRESS CO 90,200 -41,600 $11,134
     AXP90,200-41,600$11,134
GALLAGHER ARTHUR J & CO 123,550 -70,400 $10,822
     AJG123,550-70,400$10,822
DISCOVERY INC 339,200 -167,200 $10,413
     DISCA339,200-167,200$10,413
AMETEK INC NEW 114,000 -58,000 $10,356
     AME114,000-58,000$10,356
BIOGEN IDEC INC 39,100 -19,700 $9,144
     BIIB39,100-19,700$9,144
ALEXION PHARMACEUTICALS INC 69,700 -35,500 $9,129
     ALXN69,700-35,500$9,129
SYNOPSYS INC 69,750 -7,050 $8,976
     SNPS69,750-7,050$8,976
CISCO SYS INC 162,100 -126,500 $8,872
     CSCO162,100-126,500$8,872
WORLDPAY INC 71,400 -30,600 $8,750
     WP71,400-30,600$8,750
ANTHEM INC 30,850 -19,500 $8,706
     ANTM30,850-19,500$8,706
EMCOR GROUP INC 98,708 +94,900 $8,696
     EME98,708+94,900$8,696
WNS HOLDINGS LTD 140,100 +43,700 $8,294
     WNS140,100+43,700$8,294
PAYCOM SOFTWARE INC 36,100 -49,700 $8,185
     PAYC36,100-49,700$8,185
CUMMINS INC 47,300 +47,300 $8,104
     CMI47,300+47,300$8,104
CIGNA CORP NEW 49,000 -66,600 $7,720
     CI49,000-66,600$7,720
ALPHABET INC 7,064 -19,140 $7,649
     GOOGL7,064-19,140$7,649
ESSENT GROUP LTD 158,877 +89,800 $7,466
     ESNT158,877+89,800$7,466
JOHNSON & JOHNSON 50,651 -62,947 $7,055
     JNJ50,651-62,947$7,055
JP MORGAN CHASE & CO 60,722 -108,318 $6,789
     JPM60,722-108,318$6,789
AARONS INC 102,819 -55,030 $6,314
     AAN102,819-55,030$6,314
SNAP ON INC 37,500 -37,400 $6,212
     SNA37,500-37,400$6,212
NICE LTD 44,000 -9,400 $6,028
     NICE44,000-9,400$6,028
UNITED RENTALS INC 44,500 -50,400 $5,902
     URI44,500-50,400$5,902

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 06/30/2019: $898,530
At 03/31/2019: $1,194,636

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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