Origin Asset Management LLP — Q2 2023 13F 持股

Name: Origin Asset Management LLP — 13F Holdings, Q2 2023
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001484040

申報總市值

US$4349.0萬

本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	BABA	Alibaba Group Holding-sp Adr	股票-循環性消費	31.01%	—	+3.23%
2	TSM	Taiwan Semiconductor-sp Adr	股票-科技	20.55%	—	+1.17%
3	PDD	Pdd Holdings INC	股票-循環性消費	15.40%	—	-29.93%
4	VIPS	Vipshop Holdings LTD - Adr	股票-循環性消費	15.22%	—	+8.63%
5	TME	Tencent Music Entertainm-adr	股票-通訊服務	13.27%	—	+2.57%
6	IBN	Icici Bank Ltd-spon Adr	股票-金融	1.56%	—	—
7	HDB	Hdfc Bank Ltd-adr	股票-金融	0.92%	—	—
8	PERI	Perion Network Ltd.	股票-其他	0.83%	—	—
9	WCC	Wesco International INC	股票-工業	0.11%	—	—
10	FIX	Comfort Systems USA INC	股票-工業	0.10%	—	—
11	SMCIUSD	Super Micro Computer INC	股票-其他	0.09%	—	—
12	IBP	Installed Building Products	股票-循環性消費	0.09%	—	—
13	ALSN	Allison Transmission Holding	股票-循環性消費	0.09%	—	—
14	ABG	Asbury Automotive Group	股票-循環性消費	0.09%	—	—
15	MTG	Mgic Investment CORP	股票-金融	0.09%	—	—
16	EME	Emcor Group INC	股票-工業	0.08%	—	—
17	AN	Autonation INC	股票-循環性消費	0.08%	—	—
18	AIT	Applied Industrial Tech INC	股票-工業	0.08%	—	—
19	LSTR	Landstar System INC	股票-工業	0.08%	—	—
20	BLDR	Builders Firstsource INC	股票-工業	0.08%	—	—
21	SCM	Stellus Capital Investment C	股票-其他	0.07%	—	—
22	IHS	IHS Holding Limited	股票-其他	0.05%	—	—
23	DRH	Diamondrock Hospitality Co	股票-其他	0.04%	—	—