HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 PDD HOLDINGS INC |
957,918 | -22,630 | $111,358 |
| PDD | 957,918 | -22,630 | $111,358 |
| TAIWAN SEMICONDUCTOR MFG LTD |
435,381 | -57,300 | $59,234 |
| TSM | 435,381 | -57,300 | $59,234 |
| ALIBABA GROUP HLDG LTD |
807,420 | -84,000 | $58,425 |
| BABA | 807,420 | -84,000 | $58,425 |
| VIPSHOP HLDGS LTD |
2,998,010 | -130,300 | $49,617 |
| VIPS | 2,998,010 | -130,300 | $49,617 |
| TRIP COM GROUP LTD |
946,130 | +256,600 | $41,526 |
| TCOM | 946,130 | +256,600 | $41,526 |
| TENCENT MUSIC ENTMT GROUP |
3,352,570 | +1,080,700 | $37,515 |
| TME | 3,352,570 | +1,080,700 | $37,515 |
| ICICI BANK LIMITED |
130,730 | -42,000 | $3,453 |
| IBN | 130,730 | -42,000 | $3,453 |
| EMCOR GROUP INC |
656 | +656 | $230 |
| EME | 656 | +656 | $230 |
| BUILDERS FIRSTSOURCE INC |
1,078 | +1,078 | $225 |
| BLDR | 1,078 | +1,078 | $225 |
| DECKERS OUTDOOR CORP |
236 | +236 | $222 |
| DECK | 236 | +236 | $222 |
| TOPBUILD CORP |
500 | +500 | $220 |
| BLD | 500 | +500 | $220 |
| INSTALLED BLDG PRODS INC |
831 | +831 | $215 |
| IBP | 831 | +831 | $215 |
| ARTISAN PARTNERS ASSET MGMT |
4,600 | +4,600 | $211 |
| APAM | 4,600 | +4,600 | $211 |
| COMFORT SYS USA INC |
650 | +650 | $207 |
| FIX | 650 | +650 | $207 |
| MEDPACE HLDGS INC |
509 | +509 | $206 |
| MEDP | 509 | +509 | $206 |
| NEWMARK GROUP INC |
17,200 | +17,200 | $191 |
| NMRK | 17,200 | +17,200 | $191 |
| PENNANTPARK INVT CORP |
24,022 | +72 | $165 |
| PNNT | 24,022 | +72 | $165 |
 HDFC BANK LTD |
$0 (exited) | ||
| HDB | 0 | -14,700 | $0 |
| PERION NETWORK LTD |
0 | -117,032 | $0 (exited) |
| PERI | 0 | -117,032 | $0 |
See Summary: Origin Asset Management LLP Top Holdings
See Details: Top 10 Stocks Held By Origin Asset Management LLP
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| EME | +656 | +$230 |
| BLDR | +1,078 | +$225 |
| DECK | +236 | +$222 |
| BLD | +500 | +$220 |
| IBP | +831 | +$215 |
| APAM | +4,600 | +$211 |
| FIX | +650 | +$207 |
| MEDP | +509 | +$206 |
| NMRK | +17,200 | +$191 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| PERI | -117,032 | -$3,613 |
| HDB | -14,700 | -$987 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| TME | +1,080,700 | +$17,045 |
| TCOM | +256,600 | +$16,696 |
| PNNT | +72 | $UNCH |
| PDD | -22,630 | -$32,106 |
| IBN | -42,000 | -$665 |
| TSM | -57,300 | +$7,995 |
| BABA | -84,000 | -$10,669 |
| VIPS | -130,300 | -$5,942 |
|
Size ($ in 1000's)
At 03/31/2024: $363,220 At 12/31/2023: $373,539 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 |
