JUPITER ASSET MANAGEMENT LTD
Institutional investor · Portfolio as of Q3 2021
Top Holdings546 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.3M | $356.4M | 4.0% | $187.05 | +46.64% | 11 qtrssince 2019-Q1 | Decreased 0 |
BLOCK H & R INC | 12.1M | $303.3M | 3.4% | $16.99 | +29.97% | 11 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.8M | $255.8M | 2.9% | $111.77 | +23.48% | 6 qtrssince 2020-Q2 | Decreased 0 |
ALPHABET INC-CL A | 60,830 | $162.5M | 1.8% | $74.04 | +80.10% | 6 qtrssince 2020-Q2 | Increased 49 |
VISA INC-CLASS A SHARES | 699,623 | $155.8M | 1.8% | $204.57 | +4.84% | 11 qtrssince 2019-Q1 | Decreased 0 |
RALPH LAUREN CORP | 1.4M | $153M | 1.7% | $89.47 | +19.47% | 11 qtrssince 2019-Q1 | Decreased 0 |
HARLEY DAVIDSON INC | 4M | $147.1M | 1.7% | $30.20 | +14.42% | 11 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 407,051 | $138.1M | 1.6% | $267.99 | +25.84% | 5 qtrssince 2020-Q3 | Increased 52 |
AMAZON.COM INC | 39,548 | $129.9M | 1.5% | $156.42 | +5.53% | 11 qtrssince 2019-Q1 | Decreased 0 |
WESTERN UN CO | 6M | $121.6M | 1.4% | $13.09 | +13.40% | 11 qtrssince 2019-Q1 | Increased 52 |
ADOBE INC | 179,310 | $103.2M | 1.2% | $518.05 | +11.13% | 11 qtrssince 2019-Q1 | Increased 48 |
ALPHABET INC-CL C | 33,475 | $89.1M | 1.0% | $76.76 | +73.95% | 6 qtrssince 2020-Q2 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 154,915 | $88.5M | 1.0% | $447.47 | +28.04% | 5 qtrssince 2020-Q3 | Decreased 0 |
SPROTT PHYSICAL GOLD TRUST | 5.8M | $79.7M | 0.9% | $14.25 | -4.54% | 5 qtrssince 2020-Q3 | Increased 43 |
QUALCOMM INC | 614,104 | $79.2M | 0.9% | $118.11 | -0.29% | 5 qtrssince 2020-Q3 | Increased 47 |
FIDELITY NATIONAL INFO SERV | 640,422 | $77.9M | 0.9% | $122.84 | -9.38% | 11 qtrssince 2019-Q1 | Decreased 0 |
PAYPAL HOLDINGS INC | 294,680 | $76.6M | 0.9% | $199.76 | +29.35% | 11 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 235,513 | $75.3M | 0.9% | $238.03 | +27.70% | 11 qtrssince 2019-Q1 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 1.4M | $75.3M | 0.9% | $42.28 | -3.21% | 11 qtrssince 2019-Q1 | Decreased 0 |
ELECTRONIC ARTS INC | 495,262 | $70.5M | 0.8% | $130.82 | +3.03% | 5 qtrssince 2020-Q3 | Increased 46 |
JUPITER ASSET MANAGEMENT LTD manages $8.8B across 546 positions as of Q3 2021. Top holdings: MSFT (4.0%), HRB (3.4%), AAPL (2.9%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 115 new positions, 139 exits, 177 increased. Top move: META (INCREASED, conviction 52). Portfolio: $8.8B across 546 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