JUPITER ASSET MANAGEMENT LTD
Institutional investor · Portfolio as of Q1 2020
Top Holdings204 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
| 10M | $183.7M | 7.9% | $6.54 | -54.61% | 5 qtrssince 2019-Q1 | Increased 62 | |
BLOCK H & R INC | 11.4M | $160.2M | 6.9% | $17.97 | -37.18% | 5 qtrssince 2019-Q1 | Increased 64 |
WESTERN UN CO | 6.2M | $112.6M | 4.9% | $11.98 | +6.18% | 5 qtrssince 2019-Q1 | Decreased 0 |
HARLEY DAVIDSON INC | 4.2M | $79.6M | 3.4% | $31.06 | -47.78% | 5 qtrssince 2019-Q1 | Decreased 0 |
FIDELITY NATIONAL INFO SERV | 449,758 | $54.7M | 2.4% | $106.44 | +4.58% | 5 qtrssince 2019-Q1 | Increased 60 |
VISA INC-CLASS A SHARES | 291,863 | $47M | 2.0% | $149.75 | +2.66% | 5 qtrssince 2019-Q1 | Increased 67 |
RALPH LAUREN CORP | 695,000 | $46.4M | 2.0% | $98.05 | -34.32% | 5 qtrssince 2019-Q1 | Increased 64 |
MANCHESTER UNITED PLC-CL A | 3M | $45M | 1.9% | $18.04 | -15.46% | 5 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 234,710 | $37M | 1.6% | $113.05 | +34.94% | 5 qtrssince 2019-Q1 | Decreased 0 |
YUM CHINA HOLDINGS INC -W/I | 766,926 | $32.7M | 1.4% | $42.05 | -4.93% | 5 qtrssince 2019-Q1 | Decreased 0 |
GLOBAL PAYMENTS INC | 223,786 | $32.2M | 1.4% | $136.52 | +5.72% | 5 qtrssince 2019-Q1 | Increased 47 |
ABBOTT LABORATORIES | 386,558 | $30.5M | 1.3% | $71.99 | -2.80% | 5 qtrssince 2019-Q1 | Increased 51 |
MERCADOLIBRE INC | 55,671 | $27.1M | 1.2% | $540.93 | -12.50% | 5 qtrssince 2019-Q1 | Increased 60 |
MASTERCARD INC - A | 109,347 | $26.4M | 1.1% | $226.44 | +8.12% | 5 qtrssince 2019-Q1 | Decreased 0 |
PAYPAL HOLDINGS INC | 275,528 | $26.4M | 1.1% | $97.04 | -0.24% | 5 qtrssince 2019-Q1 | Increased 73 |
PEPSICO INC | 214,583 | $25.8M | 1.1% | $101.93 | +3.22% | 5 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 263,305 | $25M | 1.1% | $92.81 | +5.95% | 5 qtrssince 2019-Q1 | Increased 55 |
JPMORGAN CHASE & CO | 277,225 | $25M | 1.1% | $93.41 | -15.01% | 5 qtrssince 2019-Q1 | Decreased 0 |
MOODY'S CORP | 113,389 | $24M | 1.0% | $198.38 | +6.77% | 5 qtrssince 2019-Q1 | Increased 60 |
TRANSUNION | 337,819 | $22.4M | 1.0% | $69.83 | -5.03% | 3 qtrssince 2019-Q3 | Increased 65 |
JUPITER ASSET MANAGEMENT LTD manages $2.3B across 204 positions as of Q1 2020. Top holdings: BARRICK GOLD CORP (7.9%), HRB (6.9%), WU (4.9%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 24 new positions, 31 exits, 71 increased. Top move: PYPL (INCREASED, conviction 73). Portfolio: $2.3B across 204 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer