JUPITER ASSET MANAGEMENT LTD Q2 2019 Filing

Filed August 12, 2019

Portfolio Value

$3.2T

Holdings

209

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (209 positions)

#StockSharesValue% PortfolioType
101
DISH 3.375 08/15/26DISH NETWORK CORP
9,000,000$8.7B0.28%
102
SYNAPTICS INC
9,500,000$8.5B0.27%
103
LMCA 1.375 10/15/23LIBERTY MEDIA CORP DELAWARE
7,500,000$8.4B0.27%
104
TSMTAIWAN SEMICONDUCTOR MFG LTD
209,784$8.2B0.26%
105
YUSDALLEGHANY CORP DEL
11,942$8.1B0.26%
106
RPDRAPID7 INC
132,954$7.7B0.24%
107
PANWPALO ALTO NETWORKS INC
37,089$7.5B0.24%
108
CFGCITIZENS FINL GROUP INC
212,662$7.5B0.24%
109
JNJJOHNSON & JOHNSON
53,903$7.5B0.24%
110
CTVACORTEVA INC
249,964$7.4B0.23%
111
DOWDOW INC
146,646$7.2B0.23%
112
XIFRNEXTERA ENERGY PARTNERS LP
145,005$7.0B0.22%
113
WHITING PETE CORP NEW
7,000,000$6.8B0.22%
114
MSMMSC INDL DIRECT INC
89,860$6.7B0.21%
115
ODFLOLD DOMINION FREIGHT LINE IN
44,108$6.6B0.21%
116
GANNETT CO INC
6,500,000$6.5B0.21%
117
PNRPENTAIR PLC
170,197$6.3B0.20%
118
ADUSADDUS HOMECARE CORP
84,339$6.3B0.20%
119
OIS 1.5 02/15/23OIL STS INTL INC
7,000,000$6.2B0.20%
120
VRNSVARONIS SYS INC
98,179$6.1B0.19%
121
RTI INTL METALS INC
6,000,000$6.1B0.19%
122
TAT&T INC
180,389$6.0B0.19%
123
IPGPIPG PHOTONICS CORP
39,081$6.0B0.19%
124
ROADCONSTRUCTION PARTNERS INC
397,318$6.0B0.19%
125
WELLWELLTOWER INC
70,457$5.7B0.18%
126
GMS1EURGMS INC
250,315$5.5B0.17%
127
VIRTUSA CORP
122,509$5.4B0.17%
128
AVDAMERICAN VANGUARD CORP
342,651$5.3B0.17%
129
LCIILCI INDS
56,046$5.0B0.16%
130
LF2PACIFIC PREMIER BANCORP
158,194$4.9B0.15%
131
TERADYNE INC
3,000,000$4.9B0.15%
132
NKENIKE INC
57,570$4.8B0.15%
133
HDHOME DEPOT INC
22,557$4.7B0.15%
134
CICIGNA CORP NEW
29,752$4.7B0.15%
135
ADPAUTOMATIC DATA PROCESSING IN
27,761$4.6B0.15%
136
HOMBHOME BANCSHARES INC
232,693$4.5B0.14%
137
INTL FCSTONE INC
113,086$4.5B0.14%
138
HALLUSDHALLMARK FINL SVCS INC EC
314,564$4.5B0.14%
139
GREENSKY INC
364,073$4.4B0.14%
140
URIUNITED RENTALS INC
33,460$4.4B0.14%
141
EMREMERSON ELEC CO
65,931$4.4B0.14%
142
BOTTOMLINE TECH DEL INC
98,859$4.4B0.14%
143
CIGICOLLIERS INTL GROUP INC
61,012$4.4B0.14%
144
OLLIOLLIES BARGAIN OUTLT HLDGS I
50,008$4.4B0.14%
145
OUTOUTFRONT MEDIA INC
168,331$4.3B0.14%
146
ICUIICU MED INC
17,049$4.3B0.14%
147
ALGTALLEGIANT TRAVEL CO
29,423$4.2B0.13%
148
EFTTECHTARGET INC
196,898$4.2B0.13%
149
PARSLEY ENERGY INC
219,559$4.2B0.13%
150
UNVREURUNIVAR INC
185,174$4.1B0.13%
151
JIANPU TECHNOLOGY INC
1,086,761$4.0B0.13%
152
LMNRLIMONEIRA CO
202,016$4.0B0.13%
153
B7SBROOKDALE SR LIVING INC
556,702$4.0B0.13%
154
RILYB RILEY FINL INC
192,373$4.0B0.13%
155
FRANKLIN FINL NETWORK INC
142,773$4.0B0.13%
156
BOKFBOK FINL CORP
52,229$3.9B0.12%
157
HCSGHEALTHCARE SVCS GRP INC
124,936$3.8B0.12%
158
AMZNAMAZON COM INC
1,995$3.8B0.12%
159
IHS MARKIT LTD
59,060$3.8B0.12%
160
ATNIATN INTL INC
60,750$3.5B0.11%
161
TDWTIDEWATER INC NEW
141,930$3.3B0.11%
162
TRCTEJON RANCH CO
196,803$3.3B0.10%
163
LNCLINCOLN NATL CORP IND
49,123$3.2B0.10%
164
OKTAOKTA INC
24,911$3.1B0.10%
165
NVGSNAVIGATOR HOLDINGS LTD
323,111$3.0B0.10%
166
RDIREADING INTERNATIONAL INC
230,454$3.0B0.09%
167
LGFEURLIONS GATE ENTMNT CORP
241,185$3.0B0.09%
168
GTT COMMUNICATIONS INC
159,794$3.0B0.09%
169
SUNTRUST BKS INC
46,878$2.9B0.09%
170
CMACOMERICA INC
37,836$2.7B0.09%
171
MLB1MERCADOLIBRE INC
4,463$2.7B0.09%
172
EVTCEVERTEC INC
78,678$2.6B0.08%
173
MSCIMSCI INC
10,460$2.5B0.08%
174
CYBRCYBERARK SOFTWARE LTD
19,381$2.5B0.08%
175
FICOFAIR ISAAC CORP
7,298$2.3B0.07%
176
STNESTONECO LTD
76,891$2.3B0.07%
177
EROS INTL PLC
1,603,223$2.1B0.07%
178
JKHYHENRY JACK & ASSOC INC
15,049$2.0B0.06%
179
RG6ROGERS CORP
9,800$1.7B0.05%
180
DHRDANAHER CORPORATION
10,774$1.5B0.05%
181
EDUNEW ORIENTAL ED & TECH GRP I
14,870$1.4B0.05%
182
CSGPCOSTAR GROUP INC
2,108$1.2B0.04%
183
AG8AGILENT TECHNOLOGIES INC
15,105$1.1B0.04%
184
ETNEATON CORP PLC
13,221$1.1B0.03%
185
ECLECOLAB INC
5,532$1.1B0.03%
186
AWCAMERICAN WTR WKS CO INC NEW
9,377$1.1B0.03%
187
HASIHANNON ARMSTRONG SUST INFR C
38,000$1.1B0.03%
188
TUFIN SOFTWARE TECHNOLOGIS L
40,577$1.1B0.03%
189
ACNACCENTURE PLC IRELAND
5,024$928.0M0.03%
190
MTDMETTLER TOLEDO INTERNATIONAL
1,006$844.0M0.03%
191
ADBEADOBE INC
2,782$820.0M0.03%
192
TXNTEXAS INSTRS INC
6,795$778.0M0.02%
193
VMIVALMONT INDS INC
5,503$698.0M0.02%
194
SHWSHERWIN WILLIAMS CO
1,422$651.0M0.02%
195
APTVAPTIV PLC
7,864$637.0M0.02%
196
MDTMEDTRONIC PLC
6,438$627.0M0.02%
197
ROKROCKWELL AUTOMATION INC
3,306$541.0M0.02%
198
BACBANK AMER CORP
18,124$526.0M0.02%
199
RTN1USDRAYTHEON CO
2,912$506.0M0.02%
200
ELLAUDER ESTEE COS INC
2,688$492.0M0.02%
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