JUPITER ASSET MANAGEMENT LTD Q3 2023 Filing

Filed November 9, 2023

Portfolio Value

$9.0B

Holdings

473

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (473 positions)

StockValue
INTCINTEL CORP
$321.5M
AAPLAPPLE INC
$302.4M
MSFTMICROSOFT CORP
$249.9M
W3UWESTERN UN CO
$235.3M
KDKYNDRYL HLDGS INC
$219.3M
HOGHARLEY DAVIDSON INC
$177.1M
VVISA INC
$175.0M
GOOGLALPHABET INC
$164.3M
METAMETA PLATFORMS INC
$151.3M
ADBEADOBE INC
$147.0M
RHCRH PLC
$100.6M
AMZNAMAZON COM INC
$98.9M
GOOGALPHABET INC
$91.2M
NVDANVIDIA CORPORATION
$90.4M
CVXCHEVRON CORP NEW
$86.8M
NFLXNETFLIX INC
$82.8M
RLRALPH LAUREN CORP
$78.8M
CDNSCADENCE DESIGN SYSTEM INC
$78.4M
RNRRENAISSANCERE HLDGS LTD
$76.8M
MRKMERCK & CO INC
$75.0M
MAMASTERCARD INCORPORATED
$72.5M
ABXBARRICK GOLD CORP
$70.2M
REEVEREST GROUP LTD
$70.0M
TAPMOLSON COORS BEVERAGE CO
$69.3M
EAELECTRONIC ARTS INC
$68.5M
CMCSACOMCAST CORP NEW
$68.3M
ACNACCENTURE PLC IRELAND
$64.6M
WYWEYERHAEUSER CO MTN BE
$63.4M
FLT1EURFLEETCOR TECHNOLOGIES INC
$62.5M
BLDRBUILDERS FIRSTSOURCE INC
$61.4M
AALAMERICAN AIRLS GROUP INC
$59.4M
BKNGBOOKING HOLDINGS INC
$59.0M
ZMZOOM VIDEO COMMUNICATIONS IN
$58.2M
VSTVISTRA CORP
$57.2M
DOCUDOCUSIGN INC
$56.5M
EWEDWARDS LIFESCIENCES CORP
$55.6M
DHRDANAHER CORPORATION
$53.7M
USFDUS FOODS HLDG CORP
$53.6M
APY1EURCHAMPIONX CORPORATION
$51.5M
ZBHZIMMER BIOMET HOLDINGS INC
$50.8M
WDAYWORKDAY INC
$50.2M
FISVFISERV INC
$50.1M
TRVTRAVELERS COMPANIES INC
$49.4M
DBXDROPBOX INC
$49.2M
TOLTOLL BROTHERS INC
$48.5M
PSLV/USPROTT PHYSICAL SILVER TR
$48.1M
PHMPULTE GROUP INC
$47.8M
INCYINCYTE CORP
$47.0M
EDCONSOLIDATED EDISON INC
$46.3M
ACGLARCH CAP GROUP LTD
$46.0M
DALDELTA AIR LINES INC DEL
$45.9M
AG8AGILENT TECHNOLOGIES INC
$44.8M
EOGEOG RES INC
$44.7M
LINLINDE PLC
$43.5M
RCLROYAL CARIBBEAN GROUP
$43.4M
LRCXEURLAM RESEARCH CORP
$42.6M
PHYS/USPROTT PHYSICAL GOLD TR
$42.4M
KEYSKEYSIGHT TECHNOLOGIES INC
$42.2M
AFWALIGN TECHNOLOGY INC
$41.5M
6PMPARAMOUNT GROUP INC
$41.3M
TXNTEXAS INSTRS INC
$40.9M
VOYAVOYA FINANCIAL INC
$40.7M
OGEOGE ENERGY CORP
$40.6M
CEF/USPROTT PHYSICAL GOLD & SILVE
$40.6M
OZKBANK OZK LITTLE ROCK ARK
$40.2M
GWWGRAINGER W W INC
$40.0M
CBCHUBB LIMITED
$39.9M
TSLATESLA INC
$39.7M
ADPAUTOMATIC DATA PROCESSING INC
$38.6M
SMCIUSDSUPER MICRO COMPUTER INC
$38.3M
TPRTAPESTRY INC
$38.1M
MTDMETTLER TOLEDO INTERNATIONAL
$37.6M
ADSKAUTODESK INC
$37.3M
SHWSHERWIN WILLIAMS CO
$37.1M
TSCOTRACTOR SUPPLY CO
$37.0M
TEXTEREX CORP NEW
$36.7M
ALKSALKERMES PLC
$36.2M
JKHYHENRY JACK & ASSOC INC
$36.0M
EVRGEVERGY INC
$35.2M
ALSNALLISON TRANSMISSION HLDGS I
$33.8M
S7VSALLY BEAUTY HOLDINGS INC
$33.4M
LEALEAR CORP
$32.6M
AWCAMERICAN WATER WORKS INC
$32.0M
NOWSERVICENOW INC
$31.7M
CFGCITIZENS FINL GROUP INC
$31.4M
DFSEURDISCOVER FINL SVCS
$30.2M
SFMSPROUTS FMRS MKT INC
$30.1M
AEMAGNICO EAGLE MINES LTD
$30.0M
ECLECOLAB INC
$29.8M
YELPYELP INC
$28.9M
RSGREPUBLIC SVCS INC
$28.6M
IDXXIDEXX LABS INC
$28.0M
CASYCASEYS GEN STORES INC
$27.7M
CHECHEMED CORP NEW
$27.7M
AVBAVALONBAY COMMUNITIES REIT INC
$27.4M
WPMWHEATON PRECIOUS METALS CORP
$27.1M
WCNWASTE CONNECTIONS INC
$26.7M
ODFLOLD DOMINION FREIGHT LINE IN
$26.6M
ACADACADIA PHARMACEUTICALS INC
$26.6M
STNSTANTEC INC
$26.5M
Page 1 of 5Next