Amerigo Asset Management as of Sept. 30, 2016
Portfolio Holdings for Amerigo Asset Management
Amerigo Asset Management holds 6 positions in its portfolio as reported in the September 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Micron Technology (MU) | 29.8 | $248M | 14M | 17.78 | |
| NVIDIA Corporation (NVDA) | 25.8 | $214M | 3.1M | 68.52 | |
| Level 3 Communications | 15.9 | $133M | 2.9M | 46.38 | |
| 12.1 | $101M | 4.4M | 23.05 | ||
| Hertz Global Holdings | 11.5 | $95M | 2.4M | 40.16 | |
| Western Digital (WDC) | 4.9 | $41M | 701k | 58.47 |
