JUPITER ASSET MANAGEMENT LTD
Institutional investor · Portfolio as of Q2 2021
Top Holdings570 positions
Microsoft Corp. | 1.4M | $375M | 3.9% | $188.42 | +37.72% | 10 qtrssince 2019-Q1 | Decreased 0 |
BLOCK H & R INC | 12.5M | $292.5M | 3.0% | $16.51 | +19.28% | 10 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc. | 1.9M | $257M | 2.6% | $110.02 | +21.24% | 5 qtrssince 2020-Q2 | Decreased 0 |
HARLEY DAVIDSON INC | 4M | $185M | 1.9% | $29.47 | +38.54% | 10 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 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% | $156.67 | +9.79% | 10 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 59,524 | $145.2M | 1.5% | $72.58 | +66.62% | 5 qtrssince 2020-Q2 | Decreased 0 |
PAYPAL HLDGS INC | 461,392 | $134.4M | 1.4% | $199.76 | +46.21% | 10 qtrssince 2019-Q1 | Increased 72 |
Meta Platforms Inc | 373,005 | $129.7M | 1.3% | $261.31 | +31.80% | 4 qtrssince 2020-Q3 | Decreased 0 |
WESTERN UN CO | 5.5M | $125.3M | 1.3% | $11.76 | +25.88% | 10 qtrssince 2019-Q1 | Increased 49 |
| 5.4M | $112.5M | 1.2% | — | — | — | — | |
Thermo Fisher Scientific Inc | 212,988 | $107.4M | 1.1% | $450.64 | +10.31% | 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 NATL INFORMATION SV | 701,324 | $99.4M | 1.0% | $118.02 | +4.67% | 10 qtrssince 2019-Q1 | Decreased 0 |
Netflix, Inc. | 180,820 | $95.5M | 1.0% | $51.04 | +3.49% | 5 qtrssince 2020-Q2 | Increased 42 |
Alphabet Inc. | 36,620 | $91.8M | 0.9% | $76.74 | +61.77% | 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% | $321.31 | +13.46% | 5 qtrssince 2020-Q2 | Increased 43 |
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | 5.7M | $79.2M | 0.8% | $14.29 | -1.83% | 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 Score: 1.5/5.0.
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
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Position Outcomes
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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
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