Majedie Asset Management Ltd 13F Holdings

CIK 0001599883 · LONDON, X0

As of Mar 31, 2022, Majedie Asset Management Ltd reported 85 positions worth .2M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NEWMONT CORPNEMBasic Materials1,431,290 13.4K9.30%
EQUIFAX INCEFXIndustrials270,266$63.9K5.24%
MICROSOFT CORPMSFTTechnology168,086$51.7K4.24%
FISERV INCFISVTechnology472,222$47.8K3.91%
BARRICK MINING CORPBBasic Materials1,865,448$45.7K3.74%
ZIMMER BIOMET HOLDINGS INCZBHHealthcare315,580$40.3K3.30%
AMAZON.COM INCAMZNEquity11,909$38.7K3.17%
ALPHABET INCGOOGLEquity12,631$35.0K2.87%
ELECTRONIC ARTS INCEACommunication Services249,491$31.5K2.58%
ELEVANCE HEALTH INCELVHealthcare56,290$27.6K2.26%
INTERCONTINENTAL EXCHANGE INCICEFinancial Services199,908$26.4K2.16%
HASBRO INCHASConsumer Cyclical306,489$25.0K2.05%
L3HARRIS TECHNOLOGIES INCLHXIndustrials96,867$24.0K1.97%
INTERACTIVE BROKERS GROUP INCIBKRFinancial Services362,847$23.9K1.96%
FAIR ISAAC CORPFICOTechnology50,247$23.4K1.92%
CROWN HOLDINGS INCCCKConsumer Cyclical178,304$22.3K1.82%
WILLSCOT HOLDINGS CORPWSCIndustrials524,886$20.5K1.68%
INTEL CORPINTCTechnology410,548$20.3K1.66%
US FOODS HOLDING CORPUSFDConsumer Defensive507,298 9.0K1.56%
AON PLCAONFinancial Services57,800 8.8K1.54%
FREEPORT-MCMORAN INCFCXBasic Materials365,175 8.1K1.49%
FRONTDOOR INCFTDRConsumer Cyclical562,043 6.7K1.37%
CAZOO GROUP LTDCZOOFConsumer Cyclical5,431,801 5.0K1.23%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology137,010 4.3K1.17%
CHEMICAL & MINING CO OF CHILE INCSQMBasic Materials165,589 4.1K1.16%