HoldingsChannel.com
All Stocks Held By Origin Asset Management LLP
As of  06/30/2020
   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
ALIBABA GROUP HLDG LTD 981,500 +25,800 $211,710
     BABA981,500+25,800$211,710
TAIWAN SEMICONDUCTOR MFG LTD 2,349,381 +12,101 $133,374
     TSM2,349,381+12,101$133,374
NETEASE INC 146,071 -177,100 $62,720
     NTES146,071-177,100$62,720
JD COM INC 417,474 -1,086,926 $25,124
     JD417,474-1,086,926$25,124
NEW ORIENTAL ED & TECH GRP I 180,300 -200,800 $23,480
     EDU180,300-200,800$23,480
INFOSYS LTD 2,161,766 -19,900 $20,883
     INFY2,161,766-19,900$20,883
VIPSHOP HLDGS LTD 1,042,000 -2,360,900 $20,746
     VIPS1,042,000-2,360,900$20,746
MICROSOFT CORP 55,700 -6,800 $11,336
     MSFT55,700-6,800$11,336
APPLE INC 30,387 -5,800 $11,085
     AAPL30,387-5,800$11,085
ALPHABET INC 5,069 -400 $7,188
     GOOGL5,069-400$7,188
ALLSTATE CORP 47,600 -4,400 $4,617
     ALL47,600-4,400$4,617
BRISTOL MYERS SQUIBB CO 76,600 -6,900 $4,504
     BMY76,600-6,900$4,504
LOCKHEED MARTIN CORP 11,800 -1,000 $4,306
     LMT11,800-1,000$4,306
PRICE T ROWE GROUP INC 34,300 -9,400 $4,236
     TROW34,300-9,400$4,236
AMAZON COM INC 1,527 +700 $4,213
     AMZN1,527+700$4,213
ABBVIE INC 41,200 +13,200 $4,045
     ABBV41,200+13,200$4,045
INTERCONTINENTAL EXCHANGE INC (ICE) 43,300 +43,300 $3,966
     ICE43,300+43,300$3,966
MASTERCARD INC 13,200 -13,000 $3,903
     MA13,200-13,000$3,903
SOLAREDGE TECHNOLOGIES INC 27,928 +27,928 $3,876
     SEDG27,928+27,928$3,876
D R HORTON INC 64,900 -5,100 $3,599
     DHI64,900-5,100$3,599
MCKESSON CORP 23,300 +6,600 $3,575
     MCK23,300+6,600$3,575
INTEL CORP 59,400 +38,400 $3,554
     INTC59,400+38,400$3,554
UNITEDHEALTH GPOUP INC 11,457 -1,200 $3,379
     UNH11,457-1,200$3,379
BIOGEN IDEC INC 12,500 -1,200 $3,344
     BIIB12,500-1,200$3,344
DOLLAR GEN CORP NEW 17,200 +17,200 $3,277
     DG17,200+17,200$3,277
KEYSIGHT TECHNOLOGIES INC 31,900 -2,900 $3,215
     KEYS31,900-2,900$3,215
LOWES COS INC 23,500 +23,500 $3,175
     LOW23,500+23,500$3,175
GALLAGHER ARTHUR J & CO 28,200 -3,000 $2,749
     AJG28,200-3,000$2,749
CDW CORP 23,500 -19,300 $2,730
     CDW23,500-19,300$2,730
LUMENTUM HLDGS INC 32,401 -3,500 $2,638
     LITE32,401-3,500$2,638
VISA INC 13,297 -5,500 $2,569
     V13,297-5,500$2,569
JP MORGAN CHASE & CO 27,272 -20,900 $2,565
     JPM27,272-20,900$2,565
ALEXION PHARMACEUTICALS INC 22,800 -1,900 $2,559
     ALXN22,800-1,900$2,559
ZEBRA TECHNOLOGIES CORP 9,700 -13,500 $2,483
     ZBRA9,700-13,500$2,483
COPART INC 29,744 -16,400 $2,477
     CPRT29,744-16,400$2,477
SYNOPSYS INC 12,500 -2,000 $2,438
     SNPS12,500-2,000$2,438
APPLIED MATLS INC 39,600 -3,400 $2,394
     AMAT39,600-3,400$2,394
STATE STR CORP 36,300 -2,700 $2,307
     STT36,300-2,700$2,307
CIGNA CORP NEW 12,200 -1,300 $2,289
     CI12,200-1,300$2,289
GENERAC HLDGS INC 18,769 -5,200 $2,289
     GNRC18,769-5,200$2,289
FIDELITY NATL INFORMATION SV 16,667 -5,900 $2,235
     FIS16,667-5,900$2,235
REGENERON PHARMACEUTICALS 3,500 -300 $2,183
     REGN3,500-300$2,183
BLACKROCK INC 3,700 -300 $2,013
     BLK3,700-300$2,013
CENTENE CORP DEL 31,600 +31,600 $2,008
     CNC31,600+31,600$2,008
JOHNSON & JOHNSON 14,000 +4,700 $1,969
     JNJ14,000+4,700$1,969
DECKERS OUTDOOR CORP 9,755 -800 $1,916
     DECK9,755-800$1,916
SPROUTS FMRS MKT INC 72,500 +72,500 $1,855
     SFM72,500+72,500$1,855
AUTOZONE INC 1,630 -100 $1,839
     AZO1,630-100$1,839
ALLIANCEBERNSTEIN HLDG LP 65,055 -4,300 $1,772
     AB65,055-4,300$1,772
ANTHEM INC 6,600 -500 $1,736
     ANTM6,600-500$1,736
NVR INC 510 -335 $1,662
     NVR510-335$1,662
FACEBOOK INC 7,000 UNCH $1,589
     FB7,000UNCH$1,589
CIENA CORP 29,300 -4,700 $1,587
     CIEN29,300-4,700$1,587
SCIENCE APPLICATIONS INTL CO 18,807 +18,807 $1,461
     SAIC18,807+18,807$1,461
EMCOR GROUP INC 21,808 -15,500 $1,442
     EME21,808-15,500$1,442
BERRY PLASTICS GROUP INC 32,000 +32,000 $1,418
     BERY32,000+32,000$1,418
RADIAN GROUP INC 88,409 -40,500 $1,371
     RDN88,409-40,500$1,371
RELIANCE STEEL & ALUMINUM CO 14,300 -1,200 $1,357
     RS14,300-1,200$1,357
SLM CORP 191,371 -12,800 $1,345
     SLM191,371-12,800$1,345
OLD DOMINION FGHT LINES INC 7,650 -1,200 $1,297
     ODFL7,650-1,200$1,297
EQUITABLE HLDGS INC 66,200 -5,800 $1,277
     EQH66,200-5,800$1,277
PENNYMAC FINL SVCS INC NEW 28,479 +28,479 $1,190
     PFSI28,479+28,479$1,190
INSTALLED BLDG PRODS INC 16,951 -2,300 $1,166
     IBP16,951-2,300$1,166
GARMIN LTD 11,700 UNCH $1,141
     GRMN11,700UNCH$1,141
TRACTOR SUPPLY CO 8,300 +8,300 $1,094
     TSCO8,300+8,300$1,094
ADDUS HOMECARE CORP 11,784 +11,784 $1,091
     ADUS11,784+11,784$1,091
FOX FACTORY HLDG CORP 13,108 -3,141 $1,083
     FOXF13,108-3,141$1,083
NATIONAL GEN HLDGS CORP 48,000 +48,000 $1,037
     NGHC48,000+48,000$1,037
GENTEX CORP 39,200 -6,300 $1,010
     GNTX39,200-6,300$1,010
AMERISOURCEBERGEN CORP 9,700 +9,700 $977
     ABC9,700+9,700$977
ACCENTURE PLC IRELAND 4,400 UNCH $945
     ACN4,400UNCH$945
AMGEN INC 3,900 -600 $920
     AMGN3,900-600$920
FERERAL SIGNAL CORP 29,109 -4,300 $865
     FSS29,109-4,300$865
INCYTE CORP 8,200 +8,200 $853
     INCY8,200+8,200$853
VERTEX PHARMACEUTICALS INC 2,900 +2,900 $842
     VRTX2,900+2,900$842
EBAY INC 16,000 +16,000 $839
     EBAY16,000+16,000$839
PAYCOM SOFTWARE INC 2,700 -5,500 $836
     PAYC2,700-5,500$836
GLOBAL PMTS INC 4,900 -800 $831
     GPN4,900-800$831
PACCAR INC 11,000 -9,500 $823
     PCAR11,000-9,500$823
BROADCOM INC 2,579 UNCH $814
     AVGO2,579UNCH$814
CARDINAL HEALTH INC 13,800 +13,800 $720
     CAH13,800+13,800$720
RAYTHEON TECHNOLOGIES CORP 11,674 +11,674 $719
     RTX11,674+11,674$719
COMCAST CORP NEW 17,421 -16,500 $679
     CMCSA17,421-16,500$679
DISCOVERY INC 31,300 -81,400 $660
     DISCA31,300-81,400$660
WESTERN ALLIANCE BANCORP 13,500 UNCH $511
     WAL13,500UNCH$511
ESSENT GROUP LTD 14,000 -24,338 $508
     ESNT14,000-24,338$508
ASBURY AUTOMOTIVE GROUP INC $0 (exited)
     ABG0-32,727$0
ALLEGIANT TRAVEL CO $0 (exited)
     ALGT0-6,840$0
ATKORE INTL GROUP INC $0 (exited)
     ATKR0-48,266$0
AMERICAN EXPRESS CO $0 (exited)
     AXP0-15,600$0
CBRE GROUP INC $0 (exited)
     CBRE0-96,200$0
CAPITAL ONE FINL CORP $0 (exited)
     COF0-9,300$0
CARLISE COS INC $0 (exited)
     CSL0-23,800$0
HCA HOLDINGS INC $0 (exited)
     HCA0-10,300$0
HUBBELL INC $0 (exited)
     HUBB0-20,000$0
ISHARES TR $0 (exited)
     INDA0-180,100$0
JAZZ PHARMACEUTICAL PLC $0 (exited)
     JAZZ0-18,000$0
LITHIA MTRS INC $0 (exited)
     LAD0-7,551$0
LPL FINL HLDGS INC $0 (exited)
     LPLA0-35,500$0
MOMO INC $0 (exited)
     MOMO0-667,800$0
MGIC INVT CORP WIS $0 (exited)
     MTG0-84,327$0
ONEMAIN HLDGS INC $0 (exited)
     OMF0-39,945$0
OSHKOSH CORP $0 (exited)
     OSK0-24,468$0
PULTE GROUP INC $0 (exited)
     PHM0-55,000$0
RAYTHEON CO $0 (exited)
     RTN0-5,000$0
SYNNEX CORP $0 (exited)
     SNX0-25,509$0
TRANSDIGM GROUP INC $0 (exited)
     TDG0-6,300$0
WNS HOLDINGS LTD 0 -200,000 $0 (exited)
     WNS0-200,000$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
ICE +43,300+$3,966
SEDG +27,928+$3,876
DG +17,200+$3,277
LOW +23,500+$3,175
CNC +31,600+$2,008
SFM +72,500+$1,855
SAIC +18,807+$1,461
BERY +32,000+$1,418
PFSI +28,479+$1,190
TSCO +8,300+$1,094
EntityShares/Amount
Change
Position Value
Change
MOMO -667,800-$14,485
WNS -200,000-$8,596
INDA -180,100-$4,342
CBRE -96,200-$3,628
CSL -23,800-$2,982
HUBB -20,000-$2,295
TDG -6,300-$2,017
LPLA -35,500-$1,932
SNX -25,509-$1,865
ABG -32,727-$1,808
EntityShares/Amount
Change
Position Value
Change
INTC +38,400+$2,417
BABA +25,800+$25,845
ABBV +13,200+$1,912
TSM +12,101+$21,675
MCK +6,600+$1,316
JNJ +4,700+$749
AMZN +700+$2,601
FB UNCH+$421
GRMN UNCH+$264
ACN UNCH+$227
EntityShares/Amount
Change
Position Value
Change
VIPS -2,360,900-$32,271
JD -1,086,926-$35,804
EDU -200,800-$17,770
NTES -177,100-$41,005
DISCA -81,400-$1,531
RDN -40,500-$298
ESNT -24,338-$502
JPM -20,900-$1,772
INFY -19,900+$2,972
Size ($ in 1000's)
At 06/30/2020: $682,403
At 03/31/2020: $778,281

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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