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 June 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Alibaba Group Holding Ltd Spon 9.36 496400 +60% 169.45
Infosys Technologies (INFY) 7.21 6.05M +31% 10.70
Taiwan Semiconductor Mfg (TSM) 7.08 1.63M +77% 39.17
Autohome Inc- 3.20 336200 +116% 85.62
Microsoft Corporation (MSFT) 2.48 166350 -49% 133.96
Amazon (AMZN) 2.26 10727 -35% 1893.63
MasterCard Incorporated (MA) 2.18 74000 -37% 264.53
Comcast Corporation (CMCSA) 1.90 402919 +164% 42.28
Progressive Corporation (PGR) 1.89 212300 -30% 79.93
TransDigm Group Incorporated (TDG) 1.83 33900 -16% 483.81
Visa (V) 1.80 93297 -41% 173.55
Cdw 1.79 145111 -26% 111.00
Ingersoll-rand Co Ltd-cl A 1.78 126200 -36% 126.67
Broadcom Ltd 1.78 55409 -33% 287.86
AFLAC Incorporated (AFL) 1.75 286500 -21% 54.81
Apple (AAPL) 1.75 79643 -40% 197.92
Cbre Group Inc Cl A 1.74 304800 -23% 51.30
Copart (CPRT) 1.54 185544 -25% 74.74
HCA HOLDINGS Inc 1.52 101000 -38% 135.17
Momo 1.49 373700 +40% 35.80
Lpl Financial Holdings 1.46 161000 -21% 81.57
Zebra Technologies (ZBRA) 1.45 62300 -42% 209.49
Arista Networks 1.44 49995 -29% 259.63
AutoZone (AZO) 1.34 10980 -13% 1099.45
Euronet Worldwide (EEFT) 1.28 68200 -26% 168.24
Ss&c Technologies Holding 1.27 197500 -39% 57.61
American Express Company (AXP) 1.24 90200 -31% 123.44
UnitedHealth (UNH) 1.24 45657 -51% 244.02
Arthur J. Gallagher & Co. (AJG) 1.20 123550 -36% 87.59
Discovery Communications (DISCA) 1.16 339200 -33% 30.70
AMETEK (AME) 1.15 114000 -33% 90.84
Biogen Idec (BIIB) 1.02 39100 -33% 233.86
Alexion Pharmaceuticals (ALXN) 1.02 69700 -33% 130.98
Synopsys (SNPS) 1.00 69750 -9% 128.69
Cisco Systems (CSCO) 0.99 162100 -43% 54.73
EMCOR (EME) 0.97 98708 +2492% 88.10
Anthem 0.97 30850 -38% 282.20
Worldpay Ord 0.97 71400 -30% 122.55
WNS (WNS) 0.92 140100 +45% 59.20
Paycom Software 0.91 36100 -57% 226.73
Cummins (CMI) 0.90 47300 NEW 171.33
Cigna Corp New 0.86 49000 -57% 157.55
Alphabet Inc Class A cs 0.85 7064 -73% 1082.81
Essent 0.83 158877 +129% 46.99
Johnson & Johnson (JNJ) 0.79 50651 -55% 139.29
JPMorgan Chase & Co. (JPM) 0.76 60722 -64% 111.80
Aaron's (AAN.A) 0.70 102819 -34% 61.41
Snap-on Incorporated (SNA) 0.69 37500 -49% 165.65
Nice Systems (NICE) 0.67 44000 -17% 137.00
United Rentals (URI) 0.66 44500 -53% 132.63
Oshkosh Corporation (OSK) 0.64 68968 -44% 83.49
Garmin Ltd. 0.57 64000 -37% 79.80
Old Dominion Freight Line (ODFL) 0.56 33700 -49% 149.26
Altice Usa Inc cl a 0.54 199500 NEW 24.35
Asbury Automotive (ABG) 0.51 54360 -4% 84.35
MGIC Investment (MTG) 0.50 344135 +51% 13.14
Centene Corporation (CNC) 0.50 86200 52.44
Propetro Hldg 0.47 203508 +1668% 20.70
Roper Industries (ROP) 0.45 11078 -55% 366.22
Carlisle Companies (CSL) 0.45 29100 NEW 140.41
CSX Corporation (CSX) 0.44 50700 -55% 77.38
PACCAR (PCAR) 0.43 54000 -55% 71.67
VMware (VMW) 0.43 23200 -15% 167.20
Pra Health Sciences 0.43 38940 -79% 99.15
Discover Financial Services (DFS) 0.42 48500 NEW 77.59
NVR (NVR) 0.42 1110 NEW 3370.27
TD Ameritrade Holding (AMTD) 0.41 73300 -75% 49.92
Norfolk Southern (NSC) 0.41 18700 -36% 199.30
Celgene Corporation (CELG) 0.39 38000 NEW 92.45
Fox Factory Hldg 0.39 42674 -13% 82.51
Crane (CR) 0.38 41000 -54% 83.44
Landstar System (LSTR) 0.37 30885 -51% 107.98
Gentex Corporation (GNTX) 0.37 134000 24.61
Amphenol Corporation (APH) 0.36 33500 95.94
Nmi Hldgs Inc cl a 0.34 106783 +521% 28.39
Installed Bldg Prods 0.34 50912 NEW 59.22
Capital One Financial (COF) 0.28 27800 90.76
Cintas Corporation (CTAS) 0.27 10359 237.28
Keysight Technologies 0.25 24700 NEW 89.80
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.23 5900 -55% 346.95
Radian (RDN) 0.22 86677 +432% 22.85
Norwegian Cruise Line Hldgs shs 0.19 32000 NEW 53.62

Past 13F-HR SEC Filings by Origin Asset Management

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