HoldingsChannel.com
Tiverton Asset Management LLC Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
Apple Inc 525,661 +25,153 $99,850
     AAPL525,661+25,153$99,850
Amazon.com Inc 53,906 +3,465 $95,993
     AMZN53,906+3,465$95,993
Vanguard FTSE Emerging Markets ETF (VWO) 2,164,694 UNCH $91,999
     VWO2,164,694UNCH$91,999
Google Inc 70,558 +8,503 $83,038
     GOOGL70,558+8,503$83,038
iShares Core S&P 500 ETF (IVV) 277,500 UNCH $78,966
     IVV277,500UNCH$78,966
iShares Core MSCI Emerging Markets ETF (IEMG) 1,448,902 UNCH $74,923
     IEMG1,448,902UNCH$74,923
Microsoft Corp 613,908 +60,327 $72,404
     MSFT613,908+60,327$72,404
Visa Inc 324,237 +15,581 $50,643
     V324,237+15,581$50,643
Facebook Inc 272,279 +13,517 $45,386
     FB272,279+13,517$45,386
UnitedHealth Group Inc 124,250 +6,424 $30,722
     UNH124,250+6,424$30,722
Adobe Systems Inc 108,006 +6,922 $28,782
     ADBE108,006+6,922$28,782
First Republic Bank CA 274,141 +15,388 $27,540
     FRC274,141+15,388$27,540
Intuitive Surgical Inc 48,231 +3,260 $27,519
     ISRG48,231+3,260$27,519
Mastercard Inc 108,037 +6,154 $25,437
     MA108,037+6,154$25,437
Intel Corp 468,510 +82,251 $25,159
     INTC468,510+82,251$25,159
Home Depot Inc The 130,045 +13,608 $24,955
     HD130,045+13,608$24,955
Johnson & Johnson 174,406 +21,618 $24,380
     JNJ174,406+21,618$24,380
Exact Sciences Corp 262,813 +24,628 $22,765
     EXAS262,813+24,628$22,765
Abbott Laboratories 277,168 +38,549 $22,157
     ABT277,168+38,549$22,157
Fastenal Co 344,362 +16,902 $22,146
     FAST344,362+16,902$22,146
IntercontinentalExchange Inc (ICE) 279,558 +34,117 $21,286
     ICE279,558+34,117$21,286
Stryker Corp 107,108 +4,419 $21,156
     SYK107,108+4,419$21,156
O Reilly Automotive Inc 52,088 +2,105 $20,226
     ORLY52,088+2,105$20,226
Thermo Fisher Scientific Inc 73,253 +14,700 $20,051
     TMO73,253+14,700$20,051
Walt Disney Co The 174,449 +22,197 $19,368
     DIS174,449+22,197$19,368
JPMorgan Chase & Co 181,163 +74,847 $18,339
     JPM181,163+74,847$18,339
Wells Fargo & Co 368,086 +85,831 $17,786
     WFC368,086+85,831$17,786
Danaher Corp 127,658 +100 $16,853
     DHR127,658+100$16,853
NIKE Inc 199,836 -1,433 $16,829
     NKE199,836-1,433$16,829
Monro Muffler Brake Inc 187,224 +14,411 $16,198
     MNRO187,224+14,411$16,198
Boeing Co The 42,460 -2,147 $16,195
     BA42,460-2,147$16,195
Ross Stores Inc 162,483 +23,069 $15,127
     ROST162,483+23,069$15,127
Costco Wholesale Corp 62,350 +650 $15,097
     COST62,350+650$15,097
TJX Cos Inc 273,209 +11,787 $14,538
     TJX273,209+11,787$14,538
Merck & Co Inc 174,760 +47,401 $14,535
     MRK174,760+47,401$14,535
Marriott International Inc DE 114,585 +2,120 $14,333
     MAR114,585+2,120$14,333
Fortive Corp 168,100 +21,995 $14,102
     FTV168,100+21,995$14,102
Bank of America Corp 503,436 +214,128 $13,890
     BAC503,436+214,128$13,890
Shopify Inc 66,491 +4,900 $13,739
     SHOP66,491+4,900$13,739
iShares MSCI South Korea ETF (EWY) 223,369 UNCH $13,614
     EWY223,369UNCH$13,614
Illinois Tool Works Inc 93,026 -1,223 $13,352
     ITW93,026-1,223$13,352
Union Pacific Corp 78,251 +2,800 $13,083
     UNP78,251+2,800$13,083
NVIDIA Corp 72,772 +9,591 $13,067
     NVDA72,772+9,591$13,067
AO Smith Corp 230,677 +156,690 $12,301
     AOS230,677+156,690$12,301
Salesforce.com Inc 77,000 +9,355 $12,195
     CRM77,000+9,355$12,195
Exxon Mobil Corp 148,818 +42,216 $12,025
     XOM148,818+42,216$12,025
LKQ Corp 420,277 +24,139 $11,927
     LKQ420,277+24,139$11,927
Centene Corp 223,120 +127,370 $11,847
     CNC223,120+127,370$11,847
EPAM Systems Inc 68,272 +6,535 $11,547
     EPAM68,272+6,535$11,547
American Tower Corp 58,307 UNCH $11,490
     AMT58,307UNCH$11,490

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

See Details: Top 10 Stocks Held By Tiverton Asset Management LLC

Size ($ in 1000's)
At 03/31/2019: $2,305,403
At 12/31/2018: $1,664,808

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

Tiverton Asset Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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