JUPITER ASSET MANAGEMENT LTD
Institutional investor · Portfolio as of Q2 2021
Top Holdings570 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.4M | $375M | 3.9% | $187.05 | +39.87% | 10 qtrssince 2019-Q1 | Decreased 0 |
BLOCK H & R INC | 12.5M | $292.5M | 3.0% | $16.99 | +19.14% | 10 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.9M | $257M | 2.6% | $111.77 | +19.34% | 5 qtrssince 2020-Q2 | Decreased 0 |
HARLEY DAVIDSON INC | 4M | $185M | 1.9% | $30.20 | +39.62% | 10 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 759,028 | $177.6M | 1.8% | $204.57 | +9.90% | 10 qtrssince 2019-Q1 | Increased 77 |
RALPH LAUREN CORP | 1.5M | $175.3M | 1.8% | $89.47 | +18.77% | 10 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 45,626 | $156.9M | 1.6% | $156.42 | +10.22% | 10 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 59,524 | $145.2M | 1.5% | $72.74 | +66.84% | 5 qtrssince 2020-Q2 | Decreased 0 |
PAYPAL HOLDINGS INC | 461,392 | $134.4M | 1.4% | $199.76 | +46.21% | 10 qtrssince 2019-Q1 | Increased 72 |
META PLATFORMS INC-CLASS A | 373,005 | $129.7M | 1.3% | $261.67 | +33.55% | 4 qtrssince 2020-Q3 | Decreased 0 |
WESTERN UN CO | 5.5M | $125.3M | 1.3% | $12.91 | +26.30% | 10 qtrssince 2019-Q1 | Increased 49 |
| 5.4M | $112.5M | 1.2% | $8.37 | +31.00% | 10 qtrssince 2019-Q1 | Increased 66 | |
THERMO FISHER SCIENTIFIC INC | 212,988 | $107.4M | 1.1% | $447.47 | +12.23% | 4 qtrssince 2020-Q3 | Increased 59 |
ADOBE INC | 174,886 | $102.4M | 1.1% | $516.59 | +13.37% | 10 qtrssince 2019-Q1 | Increased 67 |
FIDELITY NATIONAL INFO SERV | 701,324 | $99.4M | 1.0% | $122.84 | +3.96% | 10 qtrssince 2019-Q1 | Decreased 0 |
NETFLIX INC | 180,820 | $95.5M | 1.0% | $50.30 | +6.07% | 5 qtrssince 2020-Q2 | Increased 42 |
ALPHABET INC-CL C | 36,620 | $91.8M | 0.9% | $76.76 | +62.96% | 5 qtrssince 2020-Q2 | Decreased 0 |
ANTHEM INC | 216,594 | $82.7M | 0.9% | $311.48 | +15.18% | 10 qtrssince 2019-Q1 | Increased 44 |
UNITEDHEALTH GROUP INC | 203,871 | $81.6M | 0.8% | $326.56 | +13.18% | 5 qtrssince 2020-Q2 | Increased 43 |
SPROTT PHYSICAL GOLD TRUST | 5.7M | $79.2M | 0.8% | $14.26 | -1.97% | 4 qtrssince 2020-Q3 | Increased 46 |
JUPITER ASSET MANAGEMENT LTD manages $9.7B across 570 positions as of Q2 2021. Top holdings: MSFT (3.9%), HRB (3.0%), AAPL (2.6%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 1/5.0.
Active quarter - 155 new positions, 141 exits, 141 increased. Top move: V (INCREASED, conviction 77). Portfolio: $9.7B across 570 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer