RWC Asset Management LLP Q4 2017 Filing
Filed February 7, 2018
Portfolio Value
$1.9T
Holdings
116
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (116 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | —TERADYNE INC | 2,400,000 | $3.5B | 0.18% | |
| 102 | AMCXAMC NETWORKS INC | 62,067 | $3.4B | 0.18% | |
| 103 | EMREMERSON ELEC CO | 39,066 | $2.7B | 0.14% | |
| 104 | —ILLUMINA INC | 2,300,000 | $2.5B | 0.13% | |
| 105 | —PRICELINE GRP INC | 1,800,000 | $2.5B | 0.13% | |
| 106 | —J2 GLOBAL INC | 1,500,000 | $1.9B | 0.10% | |
| 107 | TRIPTRIPADVISOR INC | 50,838 | $1.8B | 0.09% | |
| 108 | BACVERIZON COMMUNICATIONS INC | 32,864 | $1.7B | 0.09% | |
| 109 | —PRICELINE GRP INC | 1,400,000 | $1.6B | 0.09% | |
| 110 | TAT&T INC | 31,843 | $1.2B | 0.07% | |
| 111 | —MACQUARIE INFRASTRUCTURE COR | 550,000 | $567.0M | 0.03% | |
| 112 | LENLENNAR CORP | 7,369 | $381.0M | 0.02% | |
| 113 | —EURONET WORLDWIDE INC | 300,000 | $370.0M | 0.02% | |
| 114 | —WRIGHT MED GROUP INC | 300,000 | $308.0M | 0.02% | |
| 115 | ETRAE TRADE FINANCIAL CORP | 3,300 | $284.0M | 0.02% | Call |
| 116 | —CORNERSTONE ONDEMAND INC | 250,000 | $249.0M | 0.01% |
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