JUPITER ASSET MANAGEMENT LTD Q2 2023 Filing
Filed August 10, 2023
Portfolio Value
$9.1B
Holdings
495
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (495 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | DOCUDOCUSIGN INC | 504,820 | $25.8B | 281.78% | |
| 102 | AKXANSYS INC | 77,904 | $25.7B | 281.15% | |
| 103 | MQ8MAG SILVER CORP | 2,325,387 | $25.6B | 280.03% | |
| 104 | ALGMALLEGRO MICROSYSTEMS INC | 564,246 | $25.4B | 278.13% | |
| 105 | YELPYELP INC | 695,039 | $25.3B | 276.51% | |
| 106 | WTSWATTS WATER TECHNOLOGIES INC | 136,259 | $25.0B | 273.61% | |
| 107 | MOHMOLINA HEALTHCARE INC | 82,567 | $24.9B | 271.84% | |
| 108 | CASYCASEYS GEN STORES INC | 101,685 | $24.8B | 271.03% | |
| 109 | FHIFEDERATED HERMES INC | 685,747 | $24.6B | 268.68% | |
| 110 | CHECHEMED CORP NEW | 45,241 | $24.5B | 267.91% | |
| 111 | WMSADVANCED DRAIN SYS INC DEL | 215,640 | $24.5B | 267.90% | |
| 112 | SHOOMADDEN STEVEN LTD | 740,066 | $24.2B | 264.33% | |
| 113 | OGEOGE ENERGY CORP | 668,146 | $24.0B | 262.24% | |
| 114 | GPKGRAPHIC PACKAGING HLDG CO | 997,383 | $24.0B | 261.84% | |
| 115 | CALMCAL MAINE FOODS INC | 532,259 | $24.0B | 261.78% | |
| 116 | DCIDONALDSON INC | 382,491 | $23.9B | 261.32% | |
| 117 | PORPORTLAND GEN ELEC CO | 502,021 | $23.5B | 256.88% | |
| 118 | SESEA LTD | 404,651 | $23.5B | 256.64% | |
| 119 | XYLXYLEM INC | 208,400 | $23.5B | 256.49% | |
| 120 | MLIMUELLER INDS INC | 268,463 | $23.4B | 255.92% | |
| 121 | JCIJOHNSON CTLS INTL PLC | 341,294 | $23.3B | 254.17% | |
| 122 | TRMBTRIMBLE INC | 439,212 | $23.2B | 254.08% | |
| 123 | TRVTRAVELERS COMPANIES INC | 133,771 | $23.2B | 253.69% | |
| 124 | TMOTHERMO FISHER SCIENTIFIC INC | 44,033 | $23.0B | 250.91% | |
| 125 | FERGFERGUSON PLC NEW | 142,294 | $22.4B | 244.90% | |
| 126 | CMGCHIPOTLE MEXICAN GRILL INC | 10,383 | $22.2B | 242.89% | |
| 127 | CVLTCOMMVAULT SYS INC | 304,540 | $22.1B | 241.61% | |
| 128 | VIPSVIPSHOP HOLDINGS LIMITED | 1,306,599 | $21.6B | 235.62% | |
| 129 | CHKPCHECK POINT SOFTWARE TECH LT | 167,728 | $21.1B | 230.26% | |
| 130 | TELTE CONNECTIVITY LTD | 149,314 | $20.9B | 228.65% | |
| 131 | WBDWARNER BROS DISCOVERY INC | 1,665,972 | $20.9B | 228.15% | |
| 132 | EWBCEAST WEST BANCORP INC | 392,342 | $20.7B | 226.41% | |
| 133 | ODFLOLD DOMINION FREIGHT LINE IN | 54,948 | $20.3B | 222.00% | |
| 134 | CAHCARDINAL HEALTH INC | 213,227 | $20.2B | 220.41% | |
| 135 | GKDGRAND CANYON ED INC | 195,303 | $20.1B | 220.23% | |
| 136 | SANMSANMINA CORPORATION | 333,098 | $20.1B | 219.24% | |
| 137 | MANHMANHATTAN ASSOCIATES INC | 100,264 | $20.0B | 218.96% | |
| 138 | TWTRADEWEB MKTS INC | 291,855 | $20.0B | 218.43% | |
| 139 | CRMSALESFORCE INC | 91,158 | $19.3B | 210.43% | |
| 140 | UBSUBS GROUP AG | 938,222 | $19.0B | 207.35% | |
| 141 | ELLAUDER ESTEE COS INC | 94,551 | $18.6B | 202.92% | |
| 142 | ENPHENPHASE ENERGY INC | 110,284 | $18.5B | 201.93% | |
| 143 | RAMPLIVERAMP HLDGS INC | 644,102 | $18.4B | 201.04% | |
| 144 | APTVAPTIV PLC | 179,568 | $18.3B | 200.27% | |
| 145 | MLB1MERCADOLIBRE INC | 15,300 | $18.1B | 197.93% | |
| 146 | LFUSLITTELFUSE INC | 62,069 | $18.1B | 197.48% | |
| 147 | WMTWALMART INC | 114,163 | $17.9B | 196.12% | |
| 148 | RMBS*RAMBUS INC DEL | 278,535 | $17.9B | 195.19% | |
| 149 | FUODOLBY LABORATORIES INC | 213,019 | $17.8B | 194.82% | |
| 150 | DTDYNATRACE INC | 344,434 | $17.7B | 193.67% | |
| 151 | QLYSQUALYS INC | 135,946 | $17.6B | 191.92% | |
| 152 | HRBBLOCK H & R INC | 550,000 | $17.5B | 191.57% | |
| 153 | FNVFRANCO NEV CORP | 123,766 | $17.5B | 191.07% | |
| 154 | ROPROPER TECHNOLOGIES INC | 36,244 | $17.4B | 190.46% | |
| 155 | SKE.TOSKEENA RES LTD NEW | 3,600,000 | $17.4B | 189.71% | |
| 156 | HDBHDFC BANK LTD | 247,836 | $17.3B | 188.66% | |
| 157 | VEEVVEEVA SYS INC | 85,249 | $16.9B | 184.27% | |
| 158 | WTWWILLIS TOWERS WATSON PLC LTD | 71,141 | $16.8B | 183.09% | |
| 159 | INTUINTUIT | 36,290 | $16.6B | 181.65% | |
| 160 | TAT&T INC | 1,028,270 | $16.4B | 179.02% | |
| 161 | VRTXVERTEX PHARMACEUTICALS INC | 45,840 | $16.1B | 176.22% | |
| 162 | UGIUGI CORP NEW | 587,197 | $15.8B | 172.95% | |
| 163 | FSLRFIRST SOLAR INC | 81,841 | $15.6B | 169.98% | |
| 164 | —INDIVIOR PLC | 658,603 | $15.3B | 166.73% | |
| 165 | PSTGPURE STORAGE INC | 412,820 | $15.2B | 166.03% | |
| 166 | EDRENDEAVOUR SILVER CORP | 5,269,365 | $15.1B | 164.51% | |
| 167 | CDECOEUR MNG INC | 5,228,931 | $14.8B | 162.31% | |
| 168 | FISFIDELITY NATL INFORMATION SV | 271,105 | $14.8B | 161.92% | |
| 169 | BGCPEURBGC PARTNERS INC | 3,329,087 | $14.7B | 160.82% | |
| 170 | WYWEYERHAEUSER CO MTN BE | 434,307 | $14.5B | 158.96% | |
| 171 | HIMSHIMS & HERS HEALTH INC | 1,538,087 | $14.4B | 157.85% | |
| 172 | ALCALCON AG | 173,281 | $14.3B | 156.82% | |
| 173 | REGNREGENERON PHARMACEUTICALS | 19,964 | $14.3B | 156.77% | |
| 174 | ONON SEMICONDUCTOR CORP | 151,328 | $14.3B | 156.38% | |
| 175 | NUAGNEW PAC METALS CORP | 6,710,133 | $14.3B | 156.29% | |
| 176 | VETVERMILION ENERGY INC | 1,139,386 | $14.2B | 155.09% | |
| 177 | BDXBECTON DICKINSON & CO | 53,301 | $14.1B | 153.67% | |
| 178 | BMOBANK MONTREAL QUE | 150,626 | $13.6B | 148.80% | |
| 179 | AGFIRST MAJESTIC SILVER CORP | 2,374,340 | $13.4B | 146.10% | |
| 180 | TRNOTERRENO RLTY CORP | 221,713 | $13.3B | 145.56% | |
| 181 | EWEDWARDS LIFESCIENCES CORP | 140,872 | $13.3B | 145.22% | |
| 182 | TTDTHE TRADE DESK INC | 169,877 | $13.1B | 143.36% | |
| 183 | BNSBANK NOVA SCOTIA HALIFAX | 261,629 | $13.1B | 143.18% | |
| 184 | PCHPOTLATCHDELTIC CORPORATION | 247,559 | $13.1B | 142.88% | |
| 185 | CMECME GROUP INC | 70,326 | $13.0B | 142.40% | |
| 186 | CITHE CIGNA GROUP | 46,373 | $13.0B | 142.17% | |
| 187 | EMREMERSON ELEC CO | 141,986 | $12.8B | 140.25% | |
| 188 | IBMINTERNATIONAL BUSINESS MACHS | 94,364 | $12.6B | 137.98% | |
| 189 | SEASEABRIDGE GOLD INC | 1,041,938 | $12.5B | 136.99% | |
| 190 | OTXOPEN TEXT CORP | 301,464 | $12.5B | 136.95% | |
| 191 | VIRVIR BIOTECHNOLOGY INC | 502,344 | $12.3B | 134.57% | |
| 192 | RGLDROYAL GOLD INC | 106,839 | $12.3B | 133.99% | |
| 193 | USBUS BANCORP DEL | 365,012 | $12.1B | 131.72% | |
| 194 | SPGIS&P GLOBAL INC | 29,663 | $11.9B | 129.96% | |
| 195 | ROLROLLINS INC | 271,277 | $11.6B | 126.93% | |
| 196 | EOGEOG RES INC | 100,885 | $11.5B | 126.18% | |
| 197 | HNMORMAT TECHNOLOGIES INC | 140,168 | $11.3B | 123.21% | |
| 198 | PSXPHILLIPS 66 | 117,100 | $11.2B | 122.05% | |
| 199 | CTRACOTERRA ENERGY INC | 436,545 | $11.0B | 120.71% | |
| 200 | STSENSATA TECHNOLOGIES HLDG PL | 243,116 | $10.9B | 119.54% |