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Showing Q4 2024 data
Origin Asset Management LLP's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Origin Asset Management LLP
•CIK: 1484040•Filing: Q4 2024
**Origin Asset Management LLP** maintains a concentrated portfolio of seven positions, currently managing $43M in assets. The fund exhibits significant overweighting in technology and consumer sectors, with IBN representing the largest holding at $12.1M. Notable allocations include CLV at $11.7M and TME at $7.6M, suggesting a focused, high-conviction approach to market opportunities. This structure indicates a tactical deployment of capital across key growth names.
Total AUM
$43.5M
QoQ Performance
-78.5%
Positions
7
Top 10 Concentration
100.0%
Latest Filing
Q4 2024
Top Holdings Allocation
IBN
CLV
TME
BABA
PDD
INFY
IBN27.8%
CLV27.0%
TME17.4%
BABA16.5%
PDD5.5%
INFY5.4%
NMRK0.3%
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
Sector Breakdown
Other100.0%
🚪 Exited Positionssold since Q3 2024
Changes from Q3 2024
↓7 decreased
Historical Filings
Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023