Origin Asset Management LLP
- SEC CIK
- 0001484040
- 最新申報
- 2025/1/28
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/13 申報。只含多頭部位。
- 持股檔數
- 114
- 2020 年第 4 季沒有 13F 資料
- 總值
- $9.78 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BABAAlibaba Group Holding Ltd | ADR | 1,268,296 | $2.88 億 | 29.4% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,686,381 | $1.99 億 | 20.4% | – | – | 歷史 |
| INFYInfosys Ltd | SPONSORED ADR | 5,548,666 | $1.04 億 | 10.6% | – | – | 歷史 |
| VIPSVipshop Holdings Ltd | SPONSORED ADS A | 1,999,300 | $5,970 萬 | 6.1% | – | – | 歷史 |
| BIDUBaidu, Inc. | ADR | 250,800 | $5,456 萬 | 5.6% | – | – | 歷史 |
| ATHMAutohome Inc. | SP ADS RP CL A | 357,300 | $3,333 萬 | 3.4% | – | – | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 330,504 | $2,787 萬 | 2.9% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 101,648 | $1,242 萬 | 1.3% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 5,719 | $1,180 萬 | 1.2% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 45,900 | $1,082 萬 | 1.1% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,427 | $750.9 萬 | 0.8% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 24,600 | $724.5 萬 | 0.7% | – | – | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 31,500 | $540.5 萬 | 0.6% | – | – | 歷史 |
| NTESNetEase, Inc. | SPONSORED ADS | 44,205 | $456.5 萬 | 0.5% | – | – | 歷史 |
| DHIHorton D R Inc | COM | 49,400 | $440.3 萬 | 0.5% | – | – | 歷史 |
| GRMNGarmin Ltd | SHS | 32,900 | $433.8 萬 | 0.4% | – | – | 歷史 |
| QGENQiagen N.V. | SHS NEW | 88,000 | $428.5 萬 | 0.4% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 21,700 | $412.7 萬 | 0.4% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 29,100 | $388.8 萬 | 0.4% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 34,000 | $367.9 萬 | 0.4% | – | – | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 32,800 | $366.3 萬 | 0.4% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 23,172 | $352.7 萬 | 0.4% | – | – | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 6,700 | $325.1 萬 | 0.3% | – | – | 歷史 |
| MCKMcKesson Corp | Stock | 16,500 | $321.8 萬 | 0.3% | – | – | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 9,700 | $317.6 萬 | 0.3% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 6,800 | $310.3 萬 | 0.3% | – | – | 歷史 |
| PFSIPennyMac Financial Services, Inc. | COM | 44,158 | $295.3 萬 | 0.3% | – | – | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 17,625 | $294.8 萬 | 0.3% | – | – | 歷史 |
| DFSDiscover Financial Services | COM | 30,400 | $288.8 萬 | 0.3% | – | – | 歷史 |
| BLKBlackRock, Inc. | COM | 3,650 | $275.2 萬 | 0.3% | – | – | 歷史 |
| DECKDeckers Outdoor Corp | COM | 7,455 | $246.3 萬 | 0.3% | – | – | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 19,100 | $238.3 萬 | 0.2% | – | – | 歷史 |
| STTState Street Corp | COM | 27,900 | $234.4 萬 | 0.2% | – | – | 歷史 |
| URIUnited Rentals, Inc. | COM | 7,100 | $233.8 萬 | 0.2% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 6,057 | $225.4 萬 | 0.2% | – | – | 歷史 |
| HOLXHologic Inc | COM | 29,800 | $221.7 萬 | 0.2% | – | – | 歷史 |
| APAMArtisan Partners Asset Management Inc. | CL A | 41,500 | $216.5 萬 | 0.2% | – | – | 歷史 |
| IBPInstalled Building Products, Inc. | COM | 18,851 | $209.0 萬 | 0.2% | – | – | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 4,100 | $208.0 萬 | 0.2% | – | – | 歷史 |
| ABAlliancebernstein Holding L.P. | UNIT LTD PARTN | 51,955 | $207.8 萬 | 0.2% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 32,300 | $203.9 萬 | 0.2% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 5,400 | $199.5 萬 | 0.2% | – | – | 歷史 |
| CICigna Group | Stock | 8,200 | $198.2 萬 | 0.2% | – | – | 歷史 |
| WALWestern Alliance Bancorporation | COM | 20,500 | $193.6 萬 | 0.2% | – | – | 歷史 |
| NVRNVR Inc | COM | 410 | $193.1 萬 | 0.2% | – | – | 歷史 |
| KLACKLA Corp | COM NEW | 5,600 | $185.0 萬 | 0.2% | – | – | 歷史 |
| SGISomnigroup International Inc. | COM | 50,388 | $184.2 萬 | 0.2% | – | – | 歷史 |
| TERTeradyne, Inc | Stock | 14,900 | $181.3 萬 | 0.2% | – | – | 歷史 |
| ELVElevance Health, Inc. | Stock | 5,000 | $179.5 萬 | 0.2% | – | – | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 15,515 | $174.0 萬 | 0.2% | – | – | 歷史 |
| DGDollar General Corp | COM | 8,300 | $168.2 萬 | 0.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 10,200 | $167.6 萬 | 0.2% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 12,500 | $166.1 萬 | 0.2% | – | – | 歷史 |
| RSReliance, Inc. | COM | 10,600 | $161.4 萬 | 0.2% | – | – | 歷史 |
| BERYBerry Global Group, Inc. | COM | 26,200 | $160.9 萬 | 0.2% | – | – | 歷史 |
| TGTTarget Corp | Stock | 8,100 | $160.4 萬 | 0.2% | – | – | 歷史 |
| AZOAutoZone Inc | COM | 1,130 | $158.7 萬 | 0.2% | – | – | 歷史 |
| HELEHelen of Troy Ltd | Stock | 7,409 | $156.1 萬 | 0.2% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 4,200 | $148.2 萬 | 0.2% | – | – | 歷史 |
| MBUUMalibu Boats, Inc. | COM CL A | 17,860 | $142.3 萬 | 0.1% | – | – | 歷史 |
| WBDWarner Bros. Discovery, Inc. | COM SER A | 31,300 | $136.0 萬 | 0.1% | – | – | 歷史 |
| FDSFactset Research Systems Inc | Stock | 4,200 | $129.6 萬 | 0.1% | – | – | 歷史 |
| QRVOQorvo, Inc. | Stock | 6,800 | $124.2 萬 | 0.1% | – | – | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 2,600 | $123.0 萬 | 0.1% | – | – | 歷史 |
| ACNAccenture plc | Stock | 4,400 | $121.6 萬 | 0.1% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,579 | $119.6 萬 | 0.1% | – | – | 歷史 |
| ALXNAlexion Pharmaceuticals, Inc. | COM | 7,700 | $117.7 萬 | 0.1% | – | – | 歷史 |
| CORCencora, Inc. | Stock | 9,700 | $114.5 萬 | 0.1% | – | – | 歷史 |
| SAICScience Applications International Corp | COM | 12,900 | $107.8 萬 | 0.1% | – | – | 歷史 |
| THOThor Industries Inc | COM | 8,000 | $107.8 萬 | 0.1% | – | – | 歷史 |
| PCARPaccar Inc | COM | 11,000 | $102.2 萬 | 0.1% | – | – | 歷史 |
| MCMoelis & Co | CL A | 17,967 | $98.6 萬 | 0.1% | – | – | 歷史 |
| EBAYeBay Inc | COM | 16,000 | $98.0 萬 | 0.1% | – | – | 歷史 |
| EQHEquitable Holdings, Inc. | COM | 30,000 | $97.9 萬 | 0.1% | – | – | 歷史 |
| ALLAllstate Corp | Stock | 8,500 | $97.7 萬 | 0.1% | – | – | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 3,950 | $95.0 萬 | 0.1% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 17,421 | $94.3 萬 | 0.1% | – | – | 歷史 |
| AEISAdvanced Energy Industries Inc | COM | 8,458 | $92.3 萬 | 0.1% | – | – | 歷史 |
| FOXFFox Factory Holding Corp | COM | 7,208 | $91.6 萬 | 0.1% | – | – | 歷史 |
| ANAutonation, Inc. | COM | 9,440 | $88.0 萬 | 0.1% | – | – | 歷史 |
| MNSTMonster Beverage Corp | COM | 9,500 | $86.5 萬 | 0.1% | – | – | 歷史 |
| PIIPolaris Inc. | Stock | 6,000 | $80.1 萬 | 0.1% | – | – | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 30,000 | $79.9 萬 | 0.1% | – | – | 歷史 |
| SNPSSynopsys Inc | COM | 3,200 | $79.3 萬 | 0.1% | – | – | 歷史 |
| TSCOTractor Supply Co | COM | 4,300 | $76.1 萬 | 0.1% | – | – | 歷史 |
| MKSIMKS Inc | COM | 4,000 | $74.2 萬 | 0.1% | – | – | 歷史 |
| RVTYRevvity, Inc. | COM | 5,600 | $71.8 萬 | 0.1% | – | – | 歷史 |
| PATKPatrick Industries Inc | COM | 8,441 | $71.7 萬 | 0.1% | – | – | 歷史 |
| GNTXGentex Corp | COM | 19,600 | $69.9 萬 | 0.1% | – | – | 歷史 |
| PRFTPerficient Inc | COM | 11,517 | $67.6 萬 | 0.1% | – | – | 歷史 |
| PRGPROG Holdings, Inc. | Stock | 15,471 | $67.0 萬 | 0.1% | – | – | 歷史 |
| LITELumentum Holdings Inc. | COM | 6,801 | $62.1 萬 | 0.1% | – | – | 歷史 |
| CBRECbre Group, Inc. | CL A | 7,300 | $57.8 萬 | 0.1% | – | – | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 3,100 | $56.9 萬 | 0.1% | – | – | 歷史 |
| ADUSAddus HomeCare Corp | COM | 5,400 | $56.5 萬 | 0.1% | – | – | 歷史 |
| PHMPultegroup Inc | COM | 10,300 | $54.0 萬 | 0.1% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 2,000 | $49.8 萬 | 0.1% | – | – | 歷史 |
| JHGJanus Henderson Group Ltd. | ORD SHS | 15,100 | $47.0 萬 | <0.1% | – | – | 歷史 |
| EBSEmergent BioSolutions Inc. | COM | 4,500 | $41.8 萬 | <0.1% | – | – | 歷史 |
| NAVINavient Corp | COM | 26,817 | $38.4 萬 | <0.1% | – | – | 歷史 |