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TIVERTON ASSET MANAGEMENT LLC

Latest 13F filing data - Q3 2019

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The TJX Companies, Inc.TJX287.4K$16.02M
Merck & Co., Inc.MRK273.44K$23.02M
JPMorgan Chase & Co.JPM265.83K$31.29M
Halliburton CompanyHAL254.12K$4.79M
Verizon Communications Inc.VZ231.23K$13.96M
The Walt Disney CompanyDIS223.91K$29.18M
A. O. Smith CorporationAOS223.83K$10.68M
Johnson & JohnsonJNJ195.6K$25.31M
GE AerospaceGE193.42K$1.73M
RB Global, Inc.RBA180.86K$7.22M
Vistra Corp.VST178.57K$4.77M
ConocoPhillipsCOP172.71K$9.84M
NIKE, Inc.NKE172.35K$16.19M
Teladoc Health, Inc.TDOC169.61K$11.49M
UnitedHealth Group IncorporatedUNH169.26K$36.78M
Pfizer Inc.PFE160.89K$5.78M
Citigroup Inc.C158.52K$10.95M
US Foods Holding Corp.USFD158.35K$6.51M
Starwood Property Trust, Inc.STWD156.03K$3.78M
The Home Depot, Inc.HD152.28K$35.33M