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Institutional Investment Manager
Origin Asset Management LLP
Origin Asset Management LLP (CIK: 0001484040) incorporated in Delaware, located at One Carey Lane, London, X0. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q1)
Portfolio Summary: 112 holdings with a total value of $1,357,423,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 TAIWAN SEMICONDUCTOR MFG LTD 2,141,142 50,274,000 3.70%
2 APPLE INC 394,968 49,146,000 3.62%
3 CIGNA CORPORATION 302,563 39,164,000 2.89%
4 BIOGEN INC 87,381 36,896,000 2.72%
5 NETEASE INC 346,497 36,486,000 2.69%
6 COGNIZANT TECHNOLOGY SOLUTIO 538,826 33,617,000 2.48%
7 AETNA INC NEW 315,088 33,566,000 2.47%
8 JAZZ PHARMACEUTICALS PLC SHS USD 160,229 27,686,000 2.04%
9 BLACKROCK INC 74,228 27,156,000 2.00%
10 JONES LANG LASALLE 156,540 26,674,000 1.97%
11 CELGENE CORP 230,475 26,569,000 1.96%
12 LEAR 223,629 24,783,000 1.83%
13 GILEAD SCIENCES INC 251,793 24,708,000 1.82%
14 BROADCOM CORP CL A 569,516 24,657,000 1.82%
15 CVS HEALTH CORP 233,852 24,136,000 1.78%
16 MOODYS CORP 231,745 24,055,000 1.77%
17 WELLS FARGO & CO NEW 429,254 23,351,000 1.72%
18 GOLDMAN SACHS GROUP INC 119,336 22,432,000 1.65%
19 UNITED THERAPEUTICS 129,965 22,411,000 1.65%
20 AVAGO TECHNOLOGIES LTD SHS 175,378 22,269,000 1.64%
21 NVIDIA CORPORATION 1,059,931 22,179,000 1.63%
22 AON PLC 228,348 21,949,000 1.62%
23 LINCOLN NATL CORP IND 379,325 21,796,000 1.61%
24 GENERAL DYNAMICS CORP 156,474 21,238,000 1.56%
25 TATA MTRS LTD 450,182 20,285,000 1.49%
26 MCKESSON CORP 82,083 18,567,000 1.37%
27 F5 NETWORKS INC 159,431 18,325,000 1.35%
28 ALLIANCE DATA SYSTEM 60,698 17,982,000 1.32%
29 RAYTHEON CO 160,939 17,583,000 1.30%
30 SKYWORKS SOLUTIONS INC 167,368 16,451,000 1.21%
31 WESTERN DIGITAL CORP 176,860 16,096,000 1.19%
32 SNAP ON INC 109,165 16,054,000 1.18%
33 MEDIVATION INC 121,235 15,648,000 1.15%
34 TRINITY INDS INC 408,508 14,506,000 1.07%
35 BROCADE COMMUNICATIONS SYS I 1,216,773 14,437,000 1.06%
36 INVESCO LTD 354,937 14,087,000 1.04%
37 TORCHMARK CORP 256,094 14,065,000 1.04%
38 VERINT SYS INC COM 226,220 14,010,000 1.03%
39 AMBARELLA INC 183,816 13,917,000 1.03%
40 BE AEROSPACE INC 217,385 13,830,000 1.02%
41 HALLIBURTON 314,528 13,801,000 1.02%
42 TELEDYNE TECHNOLOGIES INC 125,817 13,428,000 0.99%
43 HELMERICH & PAYNE INC 193,383 13,164,000 0.97%
44 EVEREST RE GROUP LTD 73,867 12,853,000 0.95%
45 G III APPAREL GROUP LTD COM 111,388 12,548,000 0.92%
46 ADVANCE AUTO PARTS INC 81,936 12,265,000 0.90%
47 DISNEY WALT CO 116,432 12,213,000 0.90%
48 JOHNSON & JOHNSON 116,685 11,739,000 0.86%
49 SYNAPTICS INC 141,492 11,504,000 0.85%
50 HOLLYSYS AUTOMATION TECHNOLO 575,694 11,439,000 0.84%
Page 1 of 3

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-15-019447, filed 2015.05.14).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.