JUPITER ASSET MANAGEMENT LTD Q2 2025 Filing

Filed August 8, 2025

Portfolio Value

$12.0B

Holdings

435

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (435 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORPORATION
3,249,271$513.4B4283.17%
2
MSFTMICROSOFT CORP
763,276$379.7B3167.72%
3
AAPLAPPLE INC
1,687,351$346.2B2888.48%
4
LINLINDE PLC
437,393$205.2B1712.23%
5
VVISA INC
560,389$199.0B1660.08%
6
AMZNAMAZON COM INC
880,415$193.2B1611.59%
7
NFLXNETFLIX INC
122,883$164.6B1372.98%
8
METAMETA PLATFORMS INC
201,230$148.5B1239.23%
9
AVGOBROADCOM INC
502,643$138.6B1156.03%
10
EAELECTRONIC ARTS INC
753,635$120.4B1004.19%
11
AMATAPPLIED MATLS INC
652,234$119.4B996.26%
12
CRMSALESFORCE INC
436,294$119.0B992.66%
13
GOOGALPHABET INC
641,230$113.7B949.06%
14
EOGEOG RES INC
907,231$108.5B905.39%
15
MTCHMATCH GROUP INC NEW
3,488,204$107.8B899.02%
16
JNJJOHNSON & JOHNSON
701,597$107.2B894.17%
17
RHCRH PLC
1,135,990$104.4B870.72%
18
BKNGBOOKING HOLDINGS INC
17,712$102.5B855.54%
19
DOCUDOCUSIGN INC
1,316,440$102.5B855.53%
20
WATWATERS CORP
287,316$100.3B836.73%
21
HWMHOWMET AEROSPACE INC
515,749$96.0B800.95%
22
TSLATESLA INC
300,734$95.5B797.07%
23
GOOGLALPHABET INC
539,891$95.1B793.85%
24
SESEA LTD
588,102$94.1B784.80%
25
ROKUROKU INC
1,062,416$93.4B779.08%
26
PSLV/USPROTT PHYSICAL SILVER TR
7,610,391$93.2B777.74%
27
RPRXROYALTY PHARMA PLC
2,470,706$89.0B742.74%
28
FFIVF5 INC
301,317$88.7B739.93%
29
MMM3M CO
569,789$86.7B723.76%
30
CMECME GROUP INC
310,595$85.6B714.26%
31
ADSKAUTODESK INC
269,181$83.3B695.27%
32
MAMASTERCARD INCORPORATED
146,817$82.5B688.36%
33
CEF/USPROTT PHYSICAL GOLD & SILVE
2,738,737$82.3B687.07%
34
FISFIDELITY NATL INFORMATION SV
951,115$77.4B646.04%
35
LRCXLAM RESEARCH CORP
766,339$74.6B622.39%
36
AGFIRST MAJESTIC SILVER CORP
9,013,216$74.5B621.92%
37
CHRWC H ROBINSON WORLDWIDE INC
775,595$74.4B620.91%
38
ANETARISTA NETWORKS INC
726,039$74.3B619.77%
39
ADBEADOBE INC
187,243$72.4B604.41%
40
FOXAFOX CORP
1,281,864$71.8B599.36%
41
AIZASSURANT INC
356,064$70.3B586.71%
42
SUSUNCOR ENERGY INC NEW
1,861,534$69.6B580.63%
43
ALSALLSTATE CORP
340,718$68.6B572.28%
44
SFMSPROUTS FMRS MKT INC
415,739$68.4B571.09%
45
UGIUGI CORP NEW
1,876,831$68.4B570.32%
46
COFCAPITAL ONE FINL CORP
320,462$68.2B568.87%
47
BACVERIZON COMMUNICATIONS INC
1,570,963$68.0B567.16%
48
RHIROBERT HALF INC.
1,646,951$67.6B564.08%
49
ZTSZOETIS INC
422,743$65.9B550.06%
50
HIGHARTFORD INSURANCE GROUP INC
514,123$65.2B544.22%
51
ACNACCENTURE PLC IRELAND
217,772$65.1B543.08%
52
JKHYHENRY JACK & ASSOC INC
357,728$64.5B537.76%
53
LOGILOGITECH INTL S A
713,509$64.0B534.29%
54
SHWSHERWIN WILLIAMS CO
182,459$62.6B522.72%
55
JPMJPMORGAN CHASE & CO.
214,531$62.2B518.92%
56
BMYBRISTOL-MYERS SQUIBB CO
1,338,355$62.0B516.90%
57
TXNTEXAS INSTRS INC
297,223$61.7B514.87%
58
CBCHUBB LIMITED
211,815$61.4B512.02%
59
COSTCOSTCO WHSL CORP NEW
61,278$60.7B506.13%
60
GTLBGITLAB INC
1,336,012$60.3B502.84%
61
WPMWHEATON PRECIOUS METALS CORP
669,281$60.1B501.46%
62
NOWSERVICENOW INC
57,637$59.3B494.40%
63
AG8AGILENT TECHNOLOGIES INC
498,931$58.9B491.26%
64
CDECOEUR MNG INC
6,592,461$58.4B487.34%
65
AEMAGNICO EAGLE MINES LTD
487,466$58.0B483.59%
66
WSMWILLIAMS SONOMA INC
354,607$57.9B483.36%
67
NYTNEW YORK TIMES CO
1,033,271$57.8B482.61%
68
PHYS/USPROTT PHYSICAL GOLD TR
2,249,508$56.8B474.01%
69
ADPAUTOMATIC DATA PROCESSING IN
184,092$56.8B473.70%
70
FTNTFORTINET INC
528,050$55.8B465.78%
71
HUBSHUBSPOT INC
98,260$54.7B456.35%
72
EXPEEXPEDIA GROUP INC
323,152$54.5B454.80%
73
ABBVABBVIE INC
293,098$54.4B453.93%
74
HONHONEYWELL INTL INC
226,942$52.9B440.96%
75
DHRDANAHER CORPORATION
267,167$52.8B440.34%
76
EDRENDEAVOUR SILVER CORP
10,557,111$51.9B433.17%
77
INCYINCYTE CORP
757,952$51.6B430.66%
78
MPWRMONOLITHIC PWR SYS INC
70,356$51.5B429.33%
79
TWLOTWILIO INC
403,811$50.2B419.00%
80
LIESUN LIFE FINANCIAL INC.
749,905$49.8B415.49%
81
PLTRPALANTIR TECHNOLOGIES INC
364,748$49.7B414.86%
82
CALMCAL MAINE FOODS INC
493,090$49.1B409.89%
83
MTDMETTLER TOLEDO INTERNATIONAL
41,257$48.5B404.37%
84
WWDWOODWARD INC
197,176$48.3B403.21%
85
ECLECOLAB INC
178,389$48.1B401.03%
86
CRUSCIRRUS LOGIC INC
460,580$48.0B400.64%
87
GGENPACT LIMITED
1,081,109$47.6B396.98%
88
AONAON PLC
131,483$46.9B391.38%
89
TOSTTOAST INC
1,056,127$46.8B390.28%
90
EX9EXELIXIS INC
1,059,925$46.7B389.78%
91
DOCHEALTHPEAK PROPERTIES INC
2,667,541$46.7B389.72%
92
AXSAXIS CAP HLDGS LTD
449,595$46.7B389.45%
93
AYIACUITY INC
155,726$46.5B387.63%
94
KLGWK KELLOGG CO
2,894,755$46.1B384.99%
95
EDCONSOLIDATED EDISON INC
455,028$45.7B380.98%
96
TELTE CONNECTIVITY PLC
262,151$44.2B368.93%
97
HTDCORCEPT THERAPEUTICS INC
601,394$44.1B368.30%
98
AWCAMERICAN WTR WKS CO INC NEW
312,969$43.5B363.25%
99
DECDIVERSIFIED ENERGY COMPANY P
2,926,886$43.5B362.76%
100
INGRINGREDION INC
317,150$43.0B358.87%
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