Origin Asset Management as of March 31, 2023
Portfolio Holdings for Origin Asset Management
Origin Asset Management holds 19 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alibaba Group Hldg Sponsored Ads (BABA) | 27.5 | $94M | 920k | 102.18 | |
| Infosys Sponsored Adr (INFY) | 18.4 | $63M | 3.6M | 17.44 | |
| Pinduoduo Sponsored Ads (PDD) | 18.0 | $62M | 811k | 75.90 | |
| Taiwan Semiconductor Mfg Sponsored Adr (TSM) | 14.0 | $48M | 514k | 93.02 | |
| Tencent Music Entert Spon Ads (TME) | 10.9 | $37M | 4.5M | 8.28 | |
| Vipshop Hldgs Sponsored Ads A (VIPS) | 9.6 | $33M | 2.2M | 15.18 | |
| Perion Network Shs New (PERI) | 0.8 | $2.7M | 69k | 39.58 | |
| Atkore Intl (ATKR) | 0.1 | $278k | 2.0k | 140.40 | |
| WESCO International (WCC) | 0.1 | $248k | 1.6k | 154.32 | |
| Fox Factory Hldg (FOXF) | 0.1 | $227k | 1.9k | 121.59 | |
| Comfort Systems USA (FIX) | 0.1 | $217k | 1.5k | 145.64 | |
| Axcelis Technologies I Com New (ACLS) | 0.1 | $216k | 1.6k | 133.42 | |
| Patrick Industries (PATK) | 0.1 | $210k | 3.1k | 68.81 | |
| Perficient (PRFT) | 0.1 | $205k | 2.8k | 72.28 | |
| Applied Industrial Technologies (AIT) | 0.1 | $201k | 1.4k | 141.85 | |
| MGIC Investment (MTG) | 0.1 | $190k | 14k | 13.41 | |
| Verra Mobility Corp Cl A Com Stk (VRRM) | 0.1 | $180k | 11k | 16.88 | |
| DiamondRock Hospitality Company (DRH) | 0.0 | $116k | 14k | 8.15 | |
| Gatos Silver (GATO) | 0.0 | $84k | 13k | 6.50 |
