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Size ($ in 1000's)
At 03/31/2024: $363,220
At 12/31/2023: $373,539
Origin Asset Management LLP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Origin Asset Management LLP 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Origin Asset Management LLP top holdings by largest position size, as per the latest 13f filing made by Origin Asset Management LLP.
In the Origin Asset Management LLP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Origin Asset Management LLP in that top holding, then the share count change between reporting periods, and finally the Origin Asset Management LLP top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| PDD HOLDINGS INC |
957,918 |
-22,630 |
$111,358 | | PDD | 957,918 | -22,630 | $111,358 | | TAIWAN SEMICONDUCTOR MFG LTD |
435,381 |
-57,300 |
$59,234 | | TSM | 435,381 | -57,300 | $59,234 | | ALIBABA GROUP HLDG LTD |
807,420 |
-84,000 |
$58,425 | | BABA | 807,420 | -84,000 | $58,425 | | VIPSHOP HLDGS LTD |
2,998,010 |
-130,300 |
$49,617 | | VIPS | 2,998,010 | -130,300 | $49,617 | | TRIP COM GROUP LTD |
946,130 |
+256,600 |
$41,526 | | TCOM | 946,130 | +256,600 | $41,526 | | TENCENT MUSIC ENTMT GROUP |
3,352,570 |
+1,080,700 |
$37,515 | | TME | 3,352,570 | +1,080,700 | $37,515 | | ICICI BANK LIMITED |
130,730 |
-42,000 |
$3,453 | | IBN | 130,730 | -42,000 | $3,453 | | EMCOR GROUP INC |
656 |
+656 |
$230 | | EME | 656 | +656 | $230 | | BUILDERS FIRSTSOURCE INC |
1,078 |
+1,078 |
$225 | | BLDR | 1,078 | +1,078 | $225 | | DECKERS OUTDOOR CORP |
236 |
+236 |
$222 | | DECK | 236 | +236 | $222 | | TOPBUILD CORP |
500 |
+500 |
$220 | | BLD | 500 | +500 | $220 | | INSTALLED BLDG PRODS INC |
831 |
+831 |
$215 | | IBP | 831 | +831 | $215 | | ARTISAN PARTNERS ASSET MGMT |
4,600 |
+4,600 |
$211 | | APAM | 4,600 | +4,600 | $211 | | COMFORT SYS USA INC |
650 |
+650 |
$207 | | FIX | 650 | +650 | $207 | | MEDPACE HLDGS INC |
509 |
+509 |
$206 | | MEDP | 509 | +509 | $206 | | NEWMARK GROUP INC |
17,200 |
+17,200 |
$191 | | NMRK | 17,200 | +17,200 | $191 |
See Full List: All Stocks Held By Origin Asset Management LLP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
See Details: Top 10 Stocks Held By Origin Asset Management LLP
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