JUPITER ASSET MANAGEMENT LTD
Institutional investor · Portfolio as of Q2 2022
Top Holdings560 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
BLOCK H & R INC | 9.2M | $324.9M | 4.6% | $16.99 | +83.65% | 14 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.6M | $212M | 3.0% | $111.77 | +19.81% | 9 qtrssince 2020-Q2 | Decreased 0 |
MICROSOFT CORP | 780,739 | $200.5M | 2.8% | $198.56 | +27.38% | 14 qtrssince 2019-Q1 | Decreased 0 |
INTEL CORP | 4.5M | $167.3M | 2.4% | $40.07 | -12.35% | 3 qtrssince 2021-Q4 | Increased 84 |
HARLEY DAVIDSON INC | 4.5M | $143.8M | 2.0% | $30.23 | -3.41% | 14 qtrssince 2019-Q1 | Increased 58 |
VISA INC-CLASS A SHARES | 683,343 | $134.5M | 1.9% | $204.54 | -6.83% | 14 qtrssince 2019-Q1 | Increased 61 |
WESTERN UN CO | 6.7M | $110.5M | 1.6% | $13.10 | -5.88% | 14 qtrssince 2019-Q1 | Increased 49 |
THERMO FISHER SCIENTIFIC INC | 199,558 | $108.5M | 1.5% | $481.49 | +10.20% | 8 qtrssince 2020-Q3 | Decreased 0 |
RALPH LAUREN CORP | 976,000 | $87.5M | 1.2% | $89.47 | -5.32% | 14 qtrssince 2019-Q1 | Decreased 0 |
ADOBE INC | 222,707 | $81.5M | 1.1% | $502.10 | -27.09% | 14 qtrssince 2019-Q1 | Increased 48 |
MASTERCARD INC - A | 235,400 | $74.3M | 1.0% | $322.44 | -2.15% | 14 qtrssince 2019-Q1 | Increased 75 |
KYNDRYL HOLDINGS INC | 7.5M | $73.7M | 1.0% | $10.50 | -5.41% | 2 qtrssince 2022-Q1 | Increased 75 |
ALPHABET INC-CL A | 31,365 | $68.4M | 1.0% | $74.04 | +49.73% | 9 qtrssince 2020-Q2 | Decreased 0 |
ALPHABET INC-CL C | 30,515 | $66.8M | 0.9% | $80.40 | +38.58% | 9 qtrssince 2020-Q2 | Decreased 0 |
AMAZON.COM INC | 620,991 | $66M | 0.9% | $111.49 | -2.30% | 14 qtrssince 2019-Q1 | Increased 67 |
MERCK & CO. INC. | 702,868 | $64.2M | 0.9% | $68.10 | +22.18% | 14 qtrssince 2019-Q1 | Decreased 0 |
EDWARDS LIFESCIENCES CORP | 643,792 | $61.3M | 0.9% | $89.75 | +7.00% | 9 qtrssince 2020-Q2 | Increased 43 |
ANTHEM INC | 125,672 | $60.6M | 0.9% | $379.11 | +21.79% | 14 qtrssince 2019-Q1 | Increased 50 |
SPROTT PHYSICAL GOLD TRUST | 4.1M | $58.3M | 0.8% | $14.25 | +0.16% | 8 qtrssince 2020-Q3 | Decreased 0 |
MOLSON COORS BEVERAGE CO - B | 1M | $56M | 0.8% | $42.34 | +17.19% | 8 qtrssince 2020-Q3 | Increased 43 |
JUPITER ASSET MANAGEMENT LTD manages $7.1B across 560 positions as of Q2 2022. Top holdings: HRB (4.6%), AAPL (3.0%), MSFT (2.8%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 1/5.0.
Active quarter - 161 new positions, 108 exits, 133 increased. Top move: INTC (INCREASED, conviction 84). Portfolio: $7.1B across 560 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