AIA Investment Management Private Ltd

data from 30/09/2020

Capitalization

$ 436.994 M -1.01 %

Average holding period

4 ans

Performance

$ 43.859 M 22.08 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in AIA Investment Management Private Ltd

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2020/09/30 EDU NEW ORIENTAL ED & TECH GRP I 10.29% 44.948 M $ 300658 2017/12/31 5.768 M $ 14.80 %
2020/09/30 BABA ALIBABA GROUP HLDG LTD 10.13% 44.266 M $ 150575 2017/12/31 11.787 M $ 36.29 %
2020/09/30 HCM HUTCHISON CHINA MEDITECH LTD 3.41% 14.897 M $ 461218 2017/12/31 2.358 M $ 17.11 %
2020/09/30 BIDU BAIDU INC 3.30% 14.407 M $ 113806 2017/12/31 773.863 K $ 5.59 %
2020/09/30 TCOM TRIP COM GROUP LTD 2.68% 11.720 M $ 376360 2019/12/31 1.999 M $ 20.14 %
2020/09/30 MSFT MICROSOFT CORP 2.43% 10.605 M $ 50422 2019/09/30 228.797 K $ 3.35 %
2020/09/30 YUMC YUM CHINA HLDGS INC 2.20% 9.614 M $ 187200 2020/09/30 0.000 $ 0.00 %
2020/09/30 GDS GDS HLDGS LTD 2.18% 9.517 M $ 116303 2019/12/31 256.941 K $ 2.72 %
2020/09/30 HTHT HUAZHU GROUP LTD 2.06% 9.012 M $ 208414 2018/09/30 1.824 M $ 23.37 %
2020/09/30 AMZN AMAZON COM INC 2.00% 8.728 M $ 2772 2019/09/30 878.670 K $ 14.14 %
2020/09/30 VIPS VIPSHOP HLDGS LTD 1.89% 8.259 M $ 528088 2017/12/31 -2.255 M $ -21.45 %
2020/09/30 YY JOYY INC 1.81% 7.888 M $ 97784 2020/06/30 -556.808 K $ -8.90 %
2020/09/30 SHOP SHOPIFY INC 1.57% 6.875 M $ 6721 2019/09/30 435.169 K $ 7.77 %
2020/09/30 TME TENCENT MUSIC ENTMT GROUP 1.53% 6.670 M $ 451580 2020/06/30 85.874 K $ 9.74 %
2020/09/30 PDD PINDUODUO INC 1.52% 6.622 M $ 89312 2019/03/31 -1.062 M $ -13.62 %
2020/09/30 TSLA TESLA INC 1.50% 6.565 M $ 15303 2020/03/31 4.726 M $ 98.64 %
2020/09/30 AAPL APPLE INC 1.31% 5.714 M $ 49337 2019/09/30 692.131 K $ 26.98 %
2020/09/30 V VISA INC 1.19% 5.191 M $ 25958 2019/09/30 125.908 K $ 3.52 %
2020/09/30 GOOGL ALPHABET INC 1.17% 5.115 M $ 3490 2019/09/30 98.769 K $ 3.36 %
2020/09/30 MRK MERCK & CO. INC 1.10% 4.820 M $ 58109 2019/09/30 247.052 K $ 7.25 %
2020/09/30 NVDA NVIDIA CORP 1.10% 4.808 M $ 8883 2019/09/30 972.358 K $ 42.42 %
2020/09/30 BZUN BAOZUN INC 1.09% 4.760 M $ 146509 2020/06/30 -873.193 K $ -15.50 %
2020/09/30 MKTX MARKETAXESS HLDGS INC 1.08% 4.727 M $ 9815 2019/09/30 -166.122 K $ -3.86 %
2020/09/30 HOLI HOLLYSYS AUTOMATION TECHNOLO 1.03% 4.488 M $ 406127 2017/12/31 -913.785 K $ -16.92 %
2020/09/30 CL COLGATE PALMOLIVE CO 1.00% 4.354 M $ 56436 2019/09/30 116.509 K $ 5.31 %
2020/09/30 DE DEERE & CO 0.99% 4.315 M $ 19471 2019/09/30 1.162 M $ 41.03 %
2020/09/30 SBUX STARBUCKS CORP 0.94% 4.123 M $ 47982 2019/09/30 448.306 K $ 16.75 %
2020/09/30 TXN TEXAS INSTRS INC 0.93% 4.057 M $ 28414 2019/09/30 389.298 K $ 12.46 %
2020/09/30 HD HOME DEPOT INC 0.92% 4.015 M $ 14458 2019/09/30 297.839 K $ 10.86 %
2020/09/30 NFLX NETFLIX INC 0.90% 3.923 M $ 7845 2020/03/31 308.091 K $ 9.89 %
2020/09/30 ZM ZOOM VIDEO COMMUNICATIONS IN 0.87% 3.813 M $ 8111 2020/03/31 1.531 M $ 85.40 %
2020/09/30 PGR PROGRESSIVE CORP OHIO 0.84% 3.691 M $ 38983 2019/09/30 430.087 K $ 18.18 %
2020/09/30 CHGG CHEGG INC 0.83% 3.619 M $ 50658 2020/03/31 186.168 K $ 6.21 %
2020/09/30 ADP AUTOMATIC DATA PROCESSING IN 0.76% 3.313 M $ 23750 2019/09/30 -126.862 K $ -6.31 %
2020/09/30 W WAYFAIR INC 0.75% 3.261 M $ 11205 2019/09/30 949.597 K $ 47.27 %
2020/09/30 BCE BCE INC 0.68% 2.987 M $ 72056 2019/09/30 -10.525 K $ -0.72 %
2020/09/30 ACN ACCENTURE PLC IRELAND 0.68% 2.962 M $ 13106 2020/03/31 112.057 K $ 5.25 %
2020/09/30 NTRS NORTHERN TR CORP 0.67% 2.948 M $ 37806 2019/09/30 -39.258 K $ -1.73 %
2020/09/30 MA MASTERCARD INC 0.64% 2.778 M $ 8215 2019/09/30 285.695 K $ 14.36 %
2020/09/30 DHR DANAHER CORPORATION 0.60% 2.642 M $ 12270 2019/09/30 421.560 K $ 21.77 %
2020/09/30 WDAY WORKDAY INC 0.59% 2.557 M $ 11886 2020/06/30 287.919 K $ 14.82 %
2020/09/30 NEE NEXTERA ENERGY INC 0.56% 2.443 M $ 8800 2019/09/30 249.981 K $ 15.58 %
2020/09/30 PLD PROLOGIS INC. 0.56% 2.438 M $ 24226 2019/09/30 133.866 K $ 7.81 %
2020/09/30 BNS BANK NOVA SCOTIA B C 0.54% 2.341 M $ 56384 2019/09/30 11.538 K $ 0.65 %
2020/09/30 JD JD COM INC 0.53% 2.300 M $ 29636 2019/03/31 12.738 M $ 28.96 %
2020/09/30 ECL ECOLAB INC 0.50% 2.176 M $ 10887 2019/09/30 7.326 K $ 0.45 %
2020/09/30 RDFN REDFIN CORP 0.48% 2.106 M $ 42175 2020/03/31 296.210 K $ 19.14 %
2020/09/30 BAX BAXTER INTL INC 0.48% 2.076 M $ 25810 2019/09/30 -89.772 K $ -6.60 %
2020/09/30 TTD THE TRADE DESK INC 0.46% 1.989 M $ 3834 2020/03/31 383.055 K $ 27.62 %
2020/09/30 FRC FIRST REP BK SAN FRANCISCO C 0.45% 1.986 M $ 18207 2020/03/31 49.399 K $ 2.90 %
2020/09/30 ILMN ILLUMINA INC 0.45% 1.952 M $ 6314 2019/09/30 -325.083 K $ -16.08 %
2020/09/30 PCRX PACIRA BIOSCIENCES 0.45% 1.951 M $ 32452 2020/03/31 144.883 K $ 14.58 %
2020/09/30 JNJ JOHNSON & JOHNSON 0.44% 1.927 M $ 12941 2019/09/30 81.369 K $ 5.87 %
2020/09/30 ORCL ORACLE CORP 0.43% 1.888 M $ 31623 2019/09/30 26.690 K $ 8.02 %
2020/09/30 SPOT SPOTIFY TECHNOLOGY S A 0.42% 1.842 M $ 7595 2020/03/31 -103.451 K $ -6.05 %
2020/09/30 TREE LENDINGTREE INC NEW 0.42% 1.814 M $ 5911 2020/03/31 89.525 K $ 6.00 %
2020/09/30 INTC INTEL CORP 0.41% 1.795 M $ 34670 2019/09/30 -108.811 K $ -13.45 %
2020/09/30 ABMD ABIOMED INC 0.37% 1.616 M $ 5833 2019/12/31 181.866 K $ 14.69 %
2020/09/30 PFE PFIZER INC 0.37% 1.612 M $ 43917 2019/09/30 52.294 K $ 12.22 %
2020/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.36% 1.566 M $ 12874 2019/09/30 1.324 K $ 0.74 %
2020/09/30 GOOG ALPHABET INC 0.35% 1.509 M $ 1027 2019/09/30 43.679 K $ 3.96 %
2020/09/30 ADBE ADOBE INC 0.34% 1.493 M $ 3045 2019/09/30 128.980 K $ 12.66 %
2020/09/30 STAA STAAR SURGICAL CO 0.34% 1.473 M $ 26044 2020/03/31 -112.946 K $ -8.09 %
2020/09/30 WSO WATSCO INC 0.34% 1.469 M $ 6309 2020/03/31 302.110 K $ 31.05 %
2020/09/30 BBY BEST BUY INC 0.32% 1.412 M $ 12689 2019/09/30 13.499 K $ 27.55 %
2020/09/30 TT TRANE TECHNOLOGIES PLC 0.32% 1.397 M $ 11520 2020/06/30 280.652 K $ 36.26 %
2020/09/30 FAST FASTENAL CO 0.32% 1.395 M $ 30928 2019/09/30 60.970 K $ 5.25 %
2020/09/30 ALXN ALEXION PHARMACEUTICALS INC 0.32% 1.385 M $ 12100 2020/09/30 0.000 $ 0.00 %
2020/09/30 PG PROCTER & GAMBLE CO 0.32% 1.382 M $ 9942 2019/09/30 148.718 K $ 16.24 %
2020/09/30 TWLO TWILIO INC 0.31% 1.341 M $ 5426 2020/06/30 80.436 K $ 12.61 %
2020/09/30 GS GOLDMAN SACHS GROUP INC 0.29% 1.266 M $ 6300 2020/09/30 0.000 $ 0.00 %
2020/09/30 UNH UNITEDHEALTH GROUP INC 0.28% 1.235 M $ 3962 2019/09/30 51.284 K $ 5.70 %
2020/09/30 MS MORGAN STANLEY 0.28% 1.233 M $ 25500 2020/09/30 0.000 $ 0.00 %
2020/09/30 IBKR INTERACTIVE BROKERS GROUP IN 0.28% 1.223 M $ 25305 2020/03/31 139.590 K $ 15.70 %
2020/09/30 DNLI DENALI THERAPEUTICS INC 0.24% 1.063 M $ 29678 2020/03/31 295.304 K $ 48.17 %
2020/09/30 PEP PEPSICO INC 0.23% 1.011 M $ 7296 2019/09/30 35.174 K $ 4.79 %
2020/09/30 PYPL PAYPAL HLDGS INC 0.22% 951.000 K $ 4826 2020/06/30 34.063 K $ 13.10 %
2020/09/30 MKL MARKEL CORP 0.21% 934.000 K $ 959 2019/09/30 39.817 K $ 5.48 %
2020/09/30 KO COCA COLA CO 0.20% 883.000 K $ 17882 2019/09/30 64.229 K $ 10.50 %
2020/09/30 IRBT IROBOT CORP 0.20% 866.000 K $ 11409 2020/03/31 -76.824 K $ -9.53 %
2020/09/30 DISH DISH NETWORK CORPORATION 0.20% 856.000 K $ 29500 2020/09/30 0.000 $ 0.00 %
2020/09/30 WORK SLACK TECHNOLOGIES INC 0.19% 840.000 K $ 31266 2020/06/30 -113.880 K $ -13.61 %
2020/09/30 WY WEYERHAEUSER CO MTN BE 0.18% 776.000 K $ 27200 2020/09/30 0.000 $ 0.00 %
2020/09/30 MYL MYLAN NV 0.17% 730.000 K $ 49200 2020/09/30 0.000 $ 0.00 %
2020/09/30 WAT WATERS CORP 0.17% 728.000 K $ 3719 2019/09/30 46.497 K $ 8.47 %
2020/09/30 EXAS EXACT SCIENCES CORP 0.16% 718.000 K $ 7047 2019/09/30 95.433 K $ 17.26 %
2020/09/30 UPWK UPWORK INC 0.16% 717.000 K $ 41105 2020/09/30 0.000 $ 0.00 %
2020/09/30 GILD GILEAD SCIENCES INC 0.16% 710.000 K $ 11243 2020/06/30 -73.562 K $ -17.86 %
2020/09/30 TJX TJX COS INC NEW 0.16% 705.000 K $ 12669 2019/09/30 50.370 K $ 10.07 %
2020/09/30 AMGN AMGEN INC 0.15% 672.000 K $ 2644 2019/09/30 37.148 K $ 7.76 %
2020/09/30 LRCX LAM RESEARCH CORP 0.15% 648.000 K $ 1954 2019/09/30 3.731 K $ 2.54 %
2020/09/30 BIIB BIOGEN INC 0.15% 638.000 K $ 2249 2019/09/30 6.322 K $ 6.02 %
2020/09/30 COST COSTCO WHSL CORP NEW 0.14% 628.000 K $ 1768 2019/09/30 70.848 K $ 17.07 %
2020/09/30 GIB CGI INC 0.14% 602.000 K $ 8880 2019/09/30 9.201 K $ 7.54 %
2020/09/30 DOV DOVER CORP 0.14% 596.000 K $ 5500 2019/09/30 0.000 $ 0.00 %
2020/09/30 LLY LILLY ELI & CO 0.13% 577.000 K $ 3901 2019/09/30 -47.768 K $ -9.85 %
2020/09/30 CSCO CISCO SYS INC 0.13% 577.000 K $ 14645 2019/09/30 -81.809 K $ -15.55 %
2020/09/30 REGN REGENERON PHARMACEUTICALS 0.13% 576.000 K $ 1029 2019/09/30 -50.712 K $ -10.25 %
2020/09/30 WMT WALMART INC 0.13% 574.000 K $ 4100 2019/09/30 63.550 K $ 16.81 %
2020/09/30 NEM NEWMONT CORP 0.13% 572.000 K $ 9013 2019/09/30 11.973 K $ 2.77 %