Origin Asset Management

Latest statistics and disclosures from Origin Asset Management's latest quarterly 13F-HR filing:

Companies in the Origin Asset Management portfolio as of September 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Alibaba Group Holding Ltd Spon 10.40 678900 +36% 167.23
Taiwan Semiconductor Mfg (TSM) 9.63 2.26M +39% 46.48
Infosys Technologies (INFY) 7.85 7.54M +24% 11.37
NetEase (NTES) 6.01 246300 NEW 266.18
Autohome Inc- 2.82 370000 +10% 83.13
Depository Vipshop Holdings Ltd - Ads receipt 2.56 3.13M NEW 8.92
Jd 2.55 985500 NEW 28.21
Qudian Inc Adr adr 2.25 3.56M NEW 6.89
Microsoft Corporation (MSFT) 2.13 167350 139.03
Alphabet Inc Class A cs 1.88 16796 +137% 1221.12
Apple (AAPL) 1.78 86543 +8% 223.97
MasterCard Incorporated (MA) 1.63 65700 -11% 271.57
Amazon (AMZN) 1.51 9477 -11% 1735.89
Comcast Corporation (CMCSA) 1.49 359919 -10% 45.08
TransDigm Group Incorporated (TDG) 1.46 30700 -9% 520.68
Momo 1.41 495400 +32% 30.98
Visa (V) 1.33 84297 -9% 172.01
Progressive Corporation (PGR) 1.32 185800 -12% 77.25
Cbre Group Inc Cl A 1.28 262800 -13% 53.01
AFLAC Incorporated (AFL) 1.27 265500 -7% 52.32
Cdw 1.27 112111 -22% 123.24
Ingersoll-rand Co Ltd-cl A 1.23 108700 -13% 123.21
T. Rowe Price (TROW) 1.11 106100 NEW 114.25
Lockheed Martin Corporation (LMT) 1.09 30500 NEW 390.07
Zebra Technologies (ZBRA) 1.07 56800 -8% 206.37
Broadcom Ltd 1.06 41981 -24% 276.08
WNS (WNS) 1.02 189000 +34% 58.75
AutoZone (AZO) 0.97 9730 -11% 1084.58
Allstate Corporation (ALL) 0.96 96000 NEW 108.68
Ishares Inc msci india index 0.91 294600 NEW 33.57
Arthur J. Gallagher & Co. (AJG) 0.89 108550 -12% 89.57
Copart (CPRT) 0.86 117444 -36% 80.33
American Express Company (AXP) 0.85 78700 -12% 118.28
AMETEK (AME) 0.83 99000 -13% 91.82
Lpl Financial Holdings 0.80 106500 -33% 81.90
HCA HOLDINGS Inc 0.79 72000 -28% 120.42
Carlisle Companies (CSL) 0.77 58100 +99% 145.54
Euronet Worldwide (EEFT) 0.77 57700 -15% 146.31
Arista Networks 0.75 34145 -31% 238.92
NVR (NVR) 0.74 2170 +95% 3717.51
Discovery Communications (DISCA) 0.73 298200 -12% 26.63
Synopsys (SNPS) 0.71 56150 -19% 137.26
Biogen Idec (BIIB) 0.71 33200 -15% 232.83
Asbury Automotive (ABG) 0.71 75627 +39% 102.33
Fidelity National Information Services (FIS) 0.70 57206 NEW 132.77
EMCOR (EME) 0.69 87708 -11% 86.12
Anthem 0.62 28350 -8% 240.11
Cigna Corp New 0.60 43500 -11% 151.79
UnitedHealth (UNH) 0.59 29657 -35% 217.32
Essent 0.58 132877 -16% 47.67
Paycom Software 0.58 30100 -16% 209.50
Nice Systems (NICE) 0.57 43100 -2% 143.81
JPMorgan Chase & Co. (JPM) 0.56 51722 -14% 117.69
Alexion Pharmaceuticals (ALXN) 0.54 60700 -12% 97.94
Johnson & Johnson (JNJ) 0.53 44651 -11% 129.38
Aaron's (AAN.A) 0.53 90011 -12% 64.26
Garmin Ltd. 0.50 64000 84.69
Generac Holdings (GNRC) 0.49 68019 NEW 78.35
Altice Usa Inc cl a 0.46 173500 -13% 28.68
Old Dominion Freight Line (ODFL) 0.41 26200 -22% 169.96
Radian (RDN) 0.40 190677 +119% 22.84
Oshkosh Corporation (OSK) 0.37 53968 -21% 75.80
Discover Financial Services (DFS) 0.36 48500 81.09
Roper Industries (ROP) 0.36 11078 356.56
PACCAR (PCAR) 0.35 54000 70.02
Celgene Corporation (CELG) 0.35 38000 99.29
Funko Inc 0.34 181222 NEW 20.58
Oracle Corporation (ORCL) 0.33 66000 NEW 55.03
Facebook Inc cl a 0.31 19000 NEW 178.11
Snap-on Incorporated (SNA) 0.29 20200 -46% 156.53
Atkore Intl 0.28 102266 NEW 30.35
Ciena Corporation (CIEN) 0.27 76000 NEW 39.22
Cummins (CMI) 0.26 17200 -63% 162.67
Centene Corporation (CNC) 0.26 65200 -24% 43.27
Gentex Corporation (GNTX) 0.26 104500 -22% 27.53
Hubbell 0.26 21400 NEW 131.40
Crane (CR) 0.24 32000 -21% 80.62
Federal Signal Corporation (FSS) 0.22 71909 NEW 32.74
Keysight Technologies 0.22 24700 97.25
Accenture 0.21 11900 NEW 192.35
Installed Bldg Prods 0.21 40751 -19% 57.35
Fox Factory Hldg 0.20 34249 -19% 62.25
Nmi Hldgs Inc cl a 0.20 84283 -21% 26.26
MGIC Investment (MTG) 0.19 167635 -51% 12.58
Capital One Financial (COF) 0.18 21800 -21% 90.96
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Past 13F-HR SEC Filings by Origin Asset Management

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