Origin Asset Management LLP Top Holdings and 13F Report (2021) → The A.I. story nobody is telling you (Read ASAP) (From TradeSmith) (Ad) About Origin Asset Management LLPInvestment ActivityOrigin Asset Management LLP has $363.22 million in total holdings as of September 30, 2021.Origin Asset Management LLP owns shares of 17 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 6.96% of the portfolio was purchased this quarter.About 6.71% of the portfolio was sold this quarter.This quarter, Origin Asset Management LLP has purchased 10 new stocks and bought additional shares in 3 stocks.Origin Asset Management LLP sold shares of 5 stocks and completely divested from 2 stocks this quarter.Largest Holdings PDD $111,357,968Taiwan Semiconductor Manufacturing $59,233,585Alibaba Group $58,424,911Vipshop $49,617,066Trip.com Group $41,525,646 Largest New Holdings this Quarter EMCOR Group $229,731 HoldingBuilders FirstSource $224,817 HoldingDeckers Outdoor $222,137 HoldingTopBuild $220,365 HoldingInstalled Building Products $215,005 Holding Largest Purchases this Quarter Tencent Music Entertainment Group 1,080,700 shares (about $12.09M)Trip.com Group 256,600 shares (about $11.26M)EMCOR Group 656 shares (about $229.73K)Builders FirstSource 1,078 shares (about $224.82K)Deckers Outdoor 236 shares (about $222.14K) Largest Sales this Quarter Taiwan Semiconductor Manufacturing 57,300 shares (about $7.80M)Alibaba Group 84,000 shares (about $6.08M)PDD 22,630 shares (about $2.63M)Vipshop 130,300 shares (about $2.16M)ICICI Bank 42,000 shares (about $1.11M) Sector Allocation Over TimeMap of 500 Largest Holdings ofOrigin Asset Management LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPDDPDD$111,357,968$2,630,738 ▼-2.3%957,91830.7%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$59,233,585$7,795,665 ▼-11.6%435,38116.3%Computer and TechnologyBABAAlibaba Group$58,424,911$6,078,240 ▼-9.4%807,42016.1%Retail/WholesaleVIPSVipshop$49,617,066$2,156,465 ▼-4.2%2,998,01013.7%Computer and TechnologyTCOMTrip.com Group$41,525,646$11,262,174 ▲37.2%946,13011.4%Consumer DiscretionaryTMETencent Music Entertainment Group$37,515,258$12,093,033 ▲47.6%3,352,57010.3%Computer and TechnologyIBNICICI Bank$3,452,579$1,109,220 ▼-24.3%130,7301.0%FinanceEMEEMCOR Group$229,731$229,731 ▲New Holding6560.1%ConstructionBLDRBuilders FirstSource$224,817$224,817 ▲New Holding1,0780.1%Retail/WholesaleDECKDeckers Outdoor$222,137$222,137 ▲New Holding2360.1%Retail/WholesaleBLDTopBuild$220,365$220,365 ▲New Holding5000.1%ConstructionIBPInstalled Building Products$215,005$215,005 ▲New Holding8310.1%ConstructionAPAMArtisan Partners Asset Management$210,542$210,542 ▲New Holding4,6000.1%FinanceFIXComfort Systems USA$206,512$206,512 ▲New Holding6500.1%ConstructionMEDPMedpace$205,712$205,712 ▲New Holding5090.1%MedicalNMRKNewmark Group$190,748$190,748 ▲New Holding17,2000.1%FinancePNNTPennantPark Investment$165,271$495 ▲0.3%24,0220.0%FinancePERIPerion Network$0$3,612,778 ▼-100.0%00.0%Computer and TechnologyHDBHDFC Bank$0$986,517 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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