Amerigo Asset Management as of Dec. 31, 2016
Portfolio Holdings for Amerigo Asset Management
Amerigo Asset Management holds 6 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Micron Technology (MU) | 32.5 | $266M | 12M | 21.92 | |
| NVIDIA Corporation (NVDA) | 19.6 | $160M | 1.5M | 106.74 | |
| Western Digital (WDC) | 17.5 | $143M | 2.1M | 67.95 | |
| Johnson Controls International Plc equity (JCI) | 12.2 | $100M | 2.4M | 41.19 | |
| Skechers USA (SKX) | 10.4 | $85M | 3.5M | 24.58 | |
| 7.8 | $64M | 3.9M | 16.30 |
