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Origin Asset Management LLP

Location
LONDON, X0
Portfolio Value
Micro $43,489,598
Diversification
Moderately concentrated
Filing Date
Global Rank
#6,627 / 8,036 ▼ 2862
Top Industry
Banks - Regional 27.8%
3Y Alpha vs SPY
-15.6%
Period ended 1 year ago
Filed Jan 28, 2025 · 1y
20 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+16.5%
SPY
+76.3%
Annualised alpha
-15.6%
Max drawdown
−39.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

7 positions · as of Dec 31, 2024 · Δ vs Sep 30, 2024
Top Position
27.8%
−2.6 pts
Top 5
94.2%
−4.1 pts
Top 10
100.0%
+0.1 pts
HHI
2,137
Mar 2022 → Dec 2024 · range 1,829 – 3,526
Moderately concentrated−230

Portfolio Trend

20 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2024
Sector % Portfolio Value
Consumer Cyclical 49.0% $21,302,358
Financial Services 27.8% $12,088,582
Communication Services 17.4% $7,587,826
Technology 5.4% $2,367,360
Real Estate 0.3% $143,472

Last Quarter's Activity

Export CSV
Dec 31, 2024 vs Sep 30, 2024

Added To

Positions the filer increased
No qualifying positions this quarter.

Trimmed

Positions the filer reduced
7 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
No qualifying positions this quarter.

Sold Out

Positions the filer fully exited
4 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
7 positions · $43,489,598 total · as of Dec 31, 2024
Ticker Company Shares Value (USD) % of Portfolio History