HoldingsChannel.com
All Stocks Held By Origin Asset Management LLP
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
PAYCOM SOFTWARE INC 30,100 -6,000 $6,306
     PAYC30,100-6,000$6,306
NICE LTD 43,100 -900 $6,198
     NICE43,100-900$6,198
JP MORGAN CHASE & CO 51,722 -9,000 $6,087
     JPM51,722-9,000$6,087
ALEXION PHARMACEUTICALS INC 60,700 -9,000 $5,945
     ALXN60,700-9,000$5,945
AARONS INC 90,011 -12,808 $5,784
     AAN90,011-12,808$5,784
JOHNSON & JOHNSON 44,651 -6,000 $5,777
     JNJ44,651-6,000$5,777
GARMIN LTD 64,000 UNCH $5,420
     GRMN64,000UNCH$5,420
GENERAC HLDGS INC 68,019 +68,019 $5,329
     GNRC68,019+68,019$5,329
ALTICE USA INC 173,500 -26,000 $4,976
     ATUS173,500-26,000$4,976
OLD DOMINION FGHT LINES INC 26,200 -7,500 $4,453
     ODFL26,200-7,500$4,453
RADIAN GROUP INC 190,677 +104,000 $4,355
     RDN190,677+104,000$4,355
OSHKOSH CORP 53,968 -15,000 $4,091
     OSK53,968-15,000$4,091
ROPER INDS INC NEW 11,078 UNCH $3,950
     ROP11,078UNCH$3,950
DISCOVER FINL SVCS 48,500 UNCH $3,933
     DFS48,500UNCH$3,933
PACCAR INC 54,000 UNCH $3,781
     PCAR54,000UNCH$3,781
CELGEN CORP 38,000 UNCH $3,773
     CELG38,000UNCH$3,773
FUNKO INC 181,222 +181,222 $3,729
     FNKO181,222+181,222$3,729
ORACLE CORP 66,000 +66,000 $3,632
     ORCL66,000+66,000$3,632
FACEBOOK INC 19,000 +19,000 $3,384
     FB19,000+19,000$3,384
SNAP ON INC 20,200 -17,300 $3,162
     SNA20,200-17,300$3,162
ATKORE INTL GROUP INC 102,266 +102,266 $3,104
     ATKR102,266+102,266$3,104
CIENA CORP 76,000 +76,000 $2,981
     CIEN76,000+76,000$2,981
GENTEX CORP 104,500 -29,500 $2,877
     GNTX104,500-29,500$2,877
CENTENE CORP DEL 65,200 -21,000 $2,821
     CNC65,200-21,000$2,821
HUBBELL INC 21,400 +21,400 $2,812
     HUBB21,400+21,400$2,812
CUMMINS INC 17,200 -30,100 $2,798
     CMI17,200-30,100$2,798
CRANE CO 32,000 -9,000 $2,580
     CR32,000-9,000$2,580
KEYSIGHT TECHNOLOGIES INC 24,700 UNCH $2,402
     KEYS24,700UNCH$2,402
FERERAL SIGNAL CORP 71,909 +71,909 $2,354
     FSS71,909+71,909$2,354
INSTALLED BLDG PRODS INC 40,751 -10,161 $2,337
     IBP40,751-10,161$2,337
ACCENTURE PLC IRELAND 11,900 +11,900 $2,289
     ACN11,900+11,900$2,289
NMI HLDGS INC 84,283 -22,500 $2,213
     NMIH84,283-22,500$2,213
FOX FACTORY HLDG CORP 34,249 -8,425 $2,132
     FOXF34,249-8,425$2,132
MGIC INVT CORP WIS 167,635 -176,500 $2,109
     MTG167,635-176,500$2,109
CAPITAL ONE FINL CORP 21,800 -6,000 $1,983
     COF21,800-6,000$1,983
TD AMERITRADE HLDG CORP $0 (exited)
     AMTD0-73,300$0
AMPHENOL CORP NEW $0 (exited)
     APH0-33,500$0
CISCO SYS INC $0 (exited)
     CSCO0-162,100$0
CSX CORP $0 (exited)
     CSX0-50,700$0
CINTAS CORP $0 (exited)
     CTAS0-10,359$0
LANDSTAR SYS INC $0 (exited)
     LSTR0-30,885$0
NORWEGIAN CRUISE LINE HLDG L $0 (exited)
     NCLH0-32,000$0
NORFOLK SOUTHERN CORP $0 (exited)
     NSC0-18,700$0
PRA HEALTH SCIENCES INC $0 (exited)
     PRAH0-38,940$0
PROPETRO HLDG CORP $0 (exited)
     PUMP0-203,508$0
SS&C TECHNOLOGIES HLDGS INC $0 (exited)
     SSNC0-197,500$0
ULTA BEAUTY INC $0 (exited)
     ULTA0-5,900$0
UNITED RENTALS INC $0 (exited)
     URI0-44,500$0
VMWARE INC $0 (exited)
     VMW0-23,200$0
WORLDPAY INC 0 -71,400 $0 (exited)
     WP0-71,400$0

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

EntityShares/Amount
Change
Position Value
Change
NTES +246,300+$65,560
VIPS +3,128,000+$27,902
JD +985,500+$27,801
QD +3,561,832+$24,541
TROW +106,100+$12,122
LMT +30,500+$11,897
ALL +96,000+$10,433
INDA +294,600+$9,890
FIS +57,206+$7,595
GNRC +68,019+$5,329
EntityShares/Amount
Change
Position Value
Change
SSNC -197,500-$11,378
CSCO -162,100-$8,872
WP -71,400-$8,750
URI -44,500-$5,902
PUMP -203,508-$4,213
CSX -50,700-$3,923
VMW -23,200-$3,879
PRAH -38,940-$3,861
NSC -18,700-$3,727
AMTD -73,300-$3,659
EntityShares/Amount
Change
Position Value
Change
INFY +1,485,800+$20,949
TSM +635,500+$41,418
BABA +182,500+$29,417
MOMO +121,700+$1,969
RDN +104,000+$2,374
WNS +48,900+$2,810
ATHM +33,800+$1,973
CSL +29,000+$4,370
ABG +21,267+$3,154
GOOGL +9,732+$12,861
EntityShares/Amount
Change
Position Value
Change
MTG -176,500-$2,413
CPRT -68,100-$4,434
LPLA -54,500-$4,411
CMCSA -43,000-$810
CBRE -42,000-$1,705
DISCA -41,000-$2,472
CDW -33,000-$2,290
CMI -30,100-$5,306
GNTX -29,500-$421
Size ($ 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

All Stocks Held By Origin Asset Management LLP | www.HoldingsChannel.com

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