JUPITER ASSET MANAGEMENT LTD
Institutional investor · Portfolio as of Q1 2021
Top Holdings556 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.8M | $416.2M | 4.1% | $187.05 | +19.21% | 9 qtrssince 2019-Q1 | Increased 57 |
APPLE INC | 2.9M | $354.5M | 3.5% | $111.77 | +6.26% | 4 qtrssince 2020-Q2 | Increased 58 |
BLOCK H & R INC | 12.6M | $274M | 2.7% | $16.99 | +9.95% | 9 qtrssince 2019-Q1 | Decreased 0 |
RALPH LAUREN CORP | 1.8M | $220.8M | 2.2% | $89.47 | +21.45% | 9 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 67,633 | $209.3M | 2.1% | $156.42 | -2.34% | 9 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 81,809 | $168.7M | 1.7% | $72.74 | +39.62% | 4 qtrssince 2020-Q2 | Decreased 0 |
HARLEY DAVIDSON INC | 4.1M | $165.1M | 1.6% | $30.20 | +13.20% | 9 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 937,488 | $142.8M | 1.4% | $117.17 | +16.11% | 9 qtrssince 2019-Q1 | Increased 73 |
ALPHABET INC-CL C | 64,356 | $133.1M | 1.3% | $76.76 | +32.90% | 4 qtrssince 2020-Q2 | Increased 55 |
WESTERN UN CO | 5.3M | $131.6M | 1.3% | $12.83 | +35.47% | 9 qtrssince 2019-Q1 | Increased 56 |
META PLATFORMS INC-CLASS A | 431,658 | $127.1M | 1.3% | $261.67 | +9.30% | 3 qtrssince 2020-Q3 | Decreased 0 |
FIDELITY NATIONAL INFO SERV | 819,987 | $115.3M | 1.1% | $122.84 | +4.11% | 9 qtrssince 2019-Q1 | Increased 52 |
ABBOTT LABORATORIES | 869,742 | $104.2M | 1.0% | $96.89 | +11.39% | 9 qtrssince 2019-Q1 | Increased 76 |
CITIGROUP INC | 1.4M | $99M | 1.0% | $56.70 | +7.98% | 2 qtrssince 2020-Q4 | Increased 68 |
NETFLIX INC | 180,813 | $94.3M | 0.9% | $50.30 | +2.07% | 4 qtrssince 2020-Q2 | Increased 68 |
ORACLE CORP | 1.2M | $84.4M | 0.8% | $58.46 | +12.69% | 3 qtrssince 2020-Q3 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 1.5M | $84.3M | 0.8% | $42.28 | +2.04% | 9 qtrssince 2019-Q1 | Increased 44 |
QUALCOMM INC | 595,260 | $78.9M | 0.8% | $118.16 | -0.66% | 3 qtrssince 2020-Q3 | Increased 48 |
THERMO FISHER SCIENTIFIC INC | 167,888 | $76.7M | 0.8% | $432.77 | +3.02% | 3 qtrssince 2020-Q3 | Decreased 0 |
AUTODESK INC | 272,808 | $75.6M | 0.7% | $233.47 | +14.97% | 4 qtrssince 2020-Q2 | Increased 42 |
JUPITER ASSET MANAGEMENT LTD manages $10.2B across 556 positions as of Q1 2021. Top holdings: MSFT (4.1%), AAPL (3.5%), HRB (2.7%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 111 new positions, 130 exits, 171 increased. Top move: ABT (INCREASED, conviction 76). Portfolio: $10.2B across 556 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer