JUPITER ASSET MANAGEMENT LTD
Institutional investor · Portfolio as of Q4 2019
Top Holdings210 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
WESTERN UN CO | 10.3M | $276.5M | 8.5% | $11.98 | +48.83% | 4 qtrssince 2019-Q1 | Decreased 0 |
BLOCK H & R INC | 10.5M | $246.7M | 7.6% | $18.54 | +0.12% | 4 qtrssince 2019-Q1 | Increased 84 |
| 9.6M | $178.4M | 5.5% | $6.70 | +13.14% | 4 qtrssince 2019-Q1 | Increased 77 | |
HARLEY DAVIDSON INC | 4.4M | $165.4M | 5.1% | $31.06 | +7.98% | 4 qtrssince 2019-Q1 | Increased 60 |
FERRARI NV | 438,010 | $72.5M | 2.2% | $128.60 | +23.41% | 4 qtrssince 2019-Q1 | Decreased 0 |
CITIGROUP INC | 890,144 | $71.1M | 2.2% | $59.74 | +5.93% | 4 qtrssince 2019-Q1 | Increased 82 |
MANCHESTER UNITED PLC-CL A | 3.1M | $62.6M | 1.9% | $18.04 | +7.16% | 4 qtrssince 2019-Q1 | Decreased 0 |
RALPH LAUREN CORP | 530,000 | $62.1M | 1.9% | $108.52 | -3.86% | 4 qtrssince 2019-Q1 | Decreased 0 |
YUM CHINA HOLDINGS INC -W/I | 1.1M | $53.5M | 1.6% | $42.05 | +7.86% | 4 qtrssince 2019-Q1 | Increased 47 |
FIDELITY NATIONAL INFO SERV | 370,518 | $51.5M | 1.6% | $105.40 | +16.53% | 4 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 338,673 | $47.2M | 1.5% | $93.41 | +25.21% | 4 qtrssince 2019-Q1 | Increased 61 |
MICROSOFT CORP | 253,601 | $39.9M | 1.2% | $113.05 | +32.36% | 4 qtrssince 2019-Q1 | Increased 48 |
GLOBAL PAYMENTS INC | 217,887 | $39.8M | 1.2% | $136.30 | +26.83% | 4 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 207,115 | $38.9M | 1.2% | $148.12 | +20.86% | 4 qtrssince 2019-Q1 | Decreased 0 |
BLACKSTONE INC | 663,334 | $37.1M | 1.1% | $40.45 | +11.36% | 2 qtrssince 2019-Q3 | Increased 50 |
EURONET WORLDWIDE INC | 212,926 | $33.5M | 1.0% | $144.46 | +9.19% | 4 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 111,859 | $33.4M | 1.0% | $226.44 | +26.93% | 4 qtrssince 2019-Q1 | Decreased 0 |
PEPSICO INC | 218,516 | $29.9M | 0.9% | $101.93 | +11.78% | 4 qtrssince 2019-Q1 | Increased 41 |
ABBOTT LABORATORIES | 341,811 | $29.7M | 0.9% | $72.26 | +6.15% | 4 qtrssince 2019-Q1 | Increased 46 |
WALT DISNEY CO/THE | 205,049 | $29.6M | 0.9% | $120.89 | +16.18% | 4 qtrssince 2019-Q1 | Decreased 0 |
JUPITER ASSET MANAGEMENT LTD manages $3.2B across 210 positions as of Q4 2019. Top holdings: WU (8.5%), HRB (7.6%), BARRICK GOLD CORP (5.5%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 18 new positions, 25 exits, 61 increased. Top move: HRB (INCREASED, conviction 84). Portfolio: $3.2B across 210 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