SEC 13F Intelligence

Managers / Q2 2019 · view latest →

TIVERTON ASSET MANAGEMENT LLC

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

Reported Value
$2.8B
Q2 2019
Positions
681
Filings on Record
4
2019–present window
Filed
Aug 12, 2019
original filing

Summary

Tiverton Asset Management Llc reported $2.8B in U.S.-listed holdings across 681 positions for Q2 2019.

Its largest position, Ishares Russell 1000 Growth Etf, represents 5.2% of the portfolio.

Compared with Q1 2019, the fund opened 96 new positions and exited 67.

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: 79.2%ETP: 14.7%Other: 3.3%REIT: 1.9%ADR: 0.6%Other: 0.2%
  • Common Stock · 79.2% · $2.2B
  • ETP · 14.7% · $413M
  • Other · 3.3% · $93M
  • REIT · 1.9% · $52M
  • ADR · 0.6% · $18M
  • Other · 0.2% · $7M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 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 ↗.