Origin Asset Management LLP - Q1 2023 holdings

$341 Thousand is the total value of Origin Asset Management LLP's 19 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .

 Value Shares↓ Weighting
NewPERION NETWORK LTD$2,73269,032
+100.0%
0.80%
FOXF NewFOX FACTORY HLDG CORP$2271,867
+100.0%
0.07%
ACLS NewAXCELIS TECHNOLOGIES I$2161,619
+100.0%
0.06%
PATK NewPATRICK INDS INC$2103,052
+100.0%
0.06%
PRFT NewPERFICIENT INC$2052,836
+100.0%
0.06%
GATO NewGATOS SILVER INC$8412,925
+100.0%
0.02%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-05-12
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
TAIWAN SEMICON SP ADR42Q3 202334.8%
APPLE INC33Q2 20214.1%
ALIBABA GROUP HLDG LTD31Q3 202338.1%
JP MORGAN CHASE & CO29Q2 20213.0%
JOHNSON & JOHNSON29Q2 20212.4%
NETEASE INC ADR28Q2 202113.3%
VISA INC28Q2 20202.1%
COMCAST CORP NEW28Q2 20211.9%
SYNOPSYS INC25Q1 20211.9%
INFOSYS LTD ADR24Q1 202348.4%

View Origin Asset Management LLP's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-23
13F-HR2024-02-06
13F-HR2023-11-02
13F-HR2023-08-01
13F-HR2023-05-12
13F-HR2023-02-10
13F-HR2022-11-14
13F-HR2022-08-11
13F-HR2022-05-24
13F-HR2022-02-08

View Origin Asset Management LLP's complete filings history.

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