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Institutional Investment Manager
AMERIGO ASSET MANAGEMENT
AMERIGO ASSET MANAGEMENT (CIK: 0001641891). Institutional holdings reported to the SEC.

Institutional Holdings (2015Q4)
Portfolio Summary: 8 holdings with a total value of $1,174,374,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 LEVEL 3 COMM 4,726,062 256,909,000 21.88%
2 NVIDIA CORPORATION 5,393,242 177,761,000 15.14%
3 JOHNSON CTLS INTL PLC 4,200,926 165,895,000 14.13%
4 WESTERN DIGITAL CORP 2,738,731 164,461,000 14.00%
5 MICRON TECHNOLOGY INC 10,682,734 151,268,000 12.88%
6 SK TELECOM LTD 7,142,774 143,927,000 12.26%
7 Hertz Global Holdings, Inc. 7,829,683 111,416,000 9.49%
8 58 COM INC 41,501 2,737,000 0.23%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-16-002589, filed 2016.01.12).

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.