SEC 13F Intelligence

Managers / Q1 2019 · view latest →

TIVERTON ASSET MANAGEMENT LLC

CIK 0001568680 · 2711 CENTERVILLE ROAD, SUITE 400, WILIMINGTON, DE, 19808 · 302-351-8449

Reported Value
$2.3B
Q1 2019
Positions
652
Filings on Record
4
2019–present window
Filed
May 13, 2019
original filing

Summary

Tiverton Asset Management Llc reported $2.3B in U.S.-listed holdings across 652 positions for Q1 2019.

Its largest position, AAPL, represents 4.3% of the portfolio.

Compared with Q4 2018, the fund opened 191 new positions and exited 29.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $1.7BQ4 ’18Q1 ’19: $2.3BQ1 ’19Q2 ’19: $2.8BQ2 ’19Q3 ’19: $2.9BQ3 ’19filingsflow.com

Portfolio Composition

By security type
Common Stock: 81.9%ETP: 11.5%Other: 3.5%REIT: 2.0%ADR: 0.7%Other: 0.4%
  • Common Stock · 81.9% · $1.9B
  • ETP · 11.5% · $266M
  • Other · 3.5% · $80M
  • REIT · 2.0% · $47M
  • ADR · 0.7% · $16M
  • Other · 0.4% · $8M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2019

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2019$2.9B708Nov 13, 201913F-HRchanges · EDGAR ↗
Q2 2019$2.8B681Aug 12, 201913F-HRchanges · EDGAR ↗
Q1 2019$2.3B652May 13, 201913F-HRchanges · EDGAR ↗
Q4 2018$1.7B490Feb 13, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.