JUPITER ASSET MANAGEMENT LTD
Institutional investor · Portfolio as of Q4 2020
Top Holdings575 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.8M | $391.2M | 3.9% | $186.95 | +13.78% | 8 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 2.8M | $377.8M | 3.8% | $111.64 | +15.38% | 3 qtrssince 2020-Q2 | Decreased 0 |
RALPH LAUREN CORP | 2.3M | $235.8M | 2.4% | $89.47 | +4.99% | 8 qtrssince 2019-Q1 | Increased 84 |
AMAZON.COM INC | 69,346 | $225.8M | 2.3% | $156.42 | +5.03% | 8 qtrssince 2019-Q1 | Decreased 0 |
BLOCK H & R INC | 13.8M | $219.3M | 2.2% | $16.99 | -22.66% | 8 qtrssince 2019-Q1 | Increased 56 |
ALPHABET INC-CL A | 101,865 | $178.3M | 1.8% | $72.74 | +18.45% | 3 qtrssince 2020-Q2 | Decreased 0 |
HARLEY DAVIDSON INC | 4.5M | $165.8M | 1.7% | $30.20 | +11.18% | 8 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 522,605 | $142.7M | 1.4% | $261.67 | +3.18% | 2 qtrssince 2020-Q3 | Increased 57 |
NVIDIA CORP | 206,042 | $107.6M | 1.1% | $12.93 | +1.40% | 3 qtrssince 2020-Q2 | Increased 58 |
FIDELITY NATIONAL INFO SERV | 752,026 | $106.3M | 1.1% | $122.38 | +2.04% | 8 qtrssince 2019-Q1 | Decreased 0 |
WESTERN UN CO | 4.5M | $98.5M | 1.0% | $11.98 | +25.96% | 8 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 55,592 | $97.4M | 1.0% | $72.77 | +18.63% | 3 qtrssince 2020-Q2 | Decreased 0 |
BOOKING HOLDINGS INC | 42,620 | $94.7M | 1.0% | $60.17 | +45.35% | 4 qtrssince 2020-Q1 | Decreased 0 |
INTEL CORP | 1.8M | $89.4M | 0.9% | $44.23 | -0.37% | 2 qtrssince 2020-Q3 | Increased 68 |
THERMO FISHER SCIENTIFIC INC | 186,198 | $86.7M | 0.9% | $432.77 | +5.30% | 2 qtrssince 2020-Q3 | Increased 49 |
ORACLE CORP | 1.3M | $83M | 0.8% | $58.46 | +2.48% | 2 qtrssince 2020-Q3 | Increased 68 |
AUTODESK INC | 268,482 | $82M | 0.8% | $232.91 | +28.55% | 3 qtrssince 2020-Q2 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 1.4M | $81.6M | 0.8% | $42.24 | +0.26% | 8 qtrssince 2019-Q1 | Increased 68 |
EDWARDS LIFESCIENCES CORP | 859,277 | $78.4M | 0.8% | $78.26 | +14.55% | 3 qtrssince 2020-Q2 | Decreased 0 |
GOLDMAN SACHS GROUP INC | 297,300 | $78.3M | 0.8% | $173.80 | +32.56% | 2 qtrssince 2020-Q3 | Decreased 0 |
JUPITER ASSET MANAGEMENT LTD manages $9.9B across 575 positions as of Q4 2020. Top holdings: MSFT (3.9%), AAPL (3.8%), RL (2.4%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 1/5.0.
Active quarter - 111 new positions, 106 exits, 179 increased. Top move: RL (INCREASED, conviction 84). Portfolio: $9.9B across 575 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer