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)

#StockSharesValue% PortfolioType
101
ADCAGREE REALTY REIT CORP
467,555$25.8B285.80%
102
TMUST-MOBILE US INC
183,500$25.7B284.38%
103
WIREEURENCORE WIRE CORP
140,061$25.6B282.79%
104
AKXANSYS INC
85,691$25.5B282.15%
105
PORPORTLAND GEN ELEC CO
620,772$25.1B278.07%
106
CLHCLEAN HARBORS INC
149,511$25.0B276.90%
107
CATCATERPILLAR INC
90,593$24.7B273.68%
108
TSMTAIWAN SEMICONDUCTOR MFG LTD
283,988$24.7B273.09%
109
MQ8MAG SILVER CORP
2,364,171$24.6B271.68%
110
TAT&T INC
1,633,093$24.5B271.43%
111
ULTAULTA BEAUTY INC
61,404$24.5B271.42%
112
TELTE CONNECTIVITY LTD
197,008$24.3B269.30%
113
LWLAMB WESTON HLDGS INC
262,321$24.3B268.40%
114
UGIUGI CORP NEW
1,050,391$24.2B267.33%
115
HUMHUMANA INC
49,351$24.0B265.70%
116
HLHECLA MNG CO
6,084,216$23.8B263.25%
117
HRBH&R BLOCK INC
550,000$23.7B262.08%
118
TRMBTRIMBLE INC
439,212$23.7B261.77%
119
WTSWATTS WATER TECHNOLOGIES INC
136,259$23.5B260.58%
120
VIPSVIPSHOP HLDGS LTD
1,452,299$23.3B257.30%
121
JPMJPMORGAN CHASE & CO
158,260$22.9B253.97%
122
GKDGRAND CANYON ED INC
195,303$22.8B252.59%
123
CDECOEUR MNG INC
10,246,050$22.7B251.71%
124
CHKPCHECK POINT SOFTWARE TECH LT
168,593$22.5B248.64%
125
UBSUBS GROUP AG
900,964$22.3B247.28%
126
TMOTHERMO FISHER SCIENTIFIC INC
44,033$22.3B246.64%
127
AYIACUITY BRANDS INC
130,204$22.2B245.39%
128
MANHMANHATTAN ASSOCIATES INC
111,060$22.0B242.91%
129
IRWDIRONWOOD PHARMACEUTICALS INC
2,210,985$21.3B235.61%
130
COPCONOCOPHILLIPS
174,933$21.0B231.90%
131
MPWRMONOLITHIC PWR SYS INC
44,822$20.7B229.15%
132
WMSADVANCED DRAIN SYS INC DEL
181,342$20.6B228.43%
133
CVLTCOMMVAULT SYS INC
300,262$20.3B224.64%
134
DTDYNATRACE INC
433,974$20.3B224.41%
135
OCOWENS CORNING NEW
146,716$20.0B221.47%
136
MCKMCKESSON CORP
44,986$19.6B216.47%
137
JXNJACKSON FINANCIAL INC
509,802$19.5B215.61%
138
PODDINSULET CORP
121,825$19.4B215.00%
139
DCIDONALDSON INC
322,132$19.2B212.59%
140
XYLXYLEM INC
208,400$19.0B209.92%
141
MLB1MERCADOLIBRE INC
14,938$18.9B209.58%
142
MRSHMARSH & MCLENNAN COS INC
99,063$18.9B208.61%
143
RAMPLIVERAMP HLDGS INC
644,102$18.6B205.55%
144
CRMSALESFORCE INC
91,158$18.5B204.56%
145
NXPINXP SEMICONDUCTORS N V
92,237$18.4B204.05%
146
JCIJOHNSON CTLS INTL PLC
341,294$18.2B200.96%
147
AEBAALLETE INC
339,627$17.9B198.44%
148
APTVAPTIV PLC
179,568$17.7B195.90%
149
ROPROPER TECHNOLOGIES INC
36,244$17.6B194.23%
150
MKTXMARKETAXESS HLDGS INC
80,748$17.3B190.89%
151
ESNTESSENT GROUP LTD
363,119$17.2B190.02%
152
SANMSANMINA CORPORATION
316,224$17.2B189.94%
153
QLYSQUALYS INC
112,390$17.1B189.73%
154
LFUSLITTELFUSE INC
67,249$16.6B184.05%
155
OGSONE GAS INC
243,486$16.6B183.96%
156
LULULULULEMON ATHLETICA INC
42,955$16.6B183.29%
157
SKE.TOSKEENA RES LTD NEW
3,600,000$16.5B182.98%
158
PAYCPAYCOM SOFTWARE INC
62,842$16.3B180.29%
159
BGCBGC GROUP INC CLASS A
3,079,334$16.3B179.91%
160
BRK/BBERKSHIRE HATHAWAY INC CLASS B
46,329$16.2B179.59%
161
VRTXVERTEX PHARMACEUTICALS INC
46,206$16.1B177.80%
162
MEDPMEDPACE HLDGS INC
63,237$15.3B169.43%
163
HDBHDFC BANK LTD
259,476$15.3B169.43%
164
BURLBURLINGTON STORES INC
111,390$15.1B166.78%
165
HEHAWAIIAN ELEC INDUSTRIES
1,209,258$14.9B164.72%
166
CMECME GROUP INC
72,699$14.6B161.07%
167
ELLAUDER ESTEE COS INC
99,016$14.3B158.38%
168
UNHUNITEDHEALTH GROUP INC
28,265$14.3B157.69%
169
AVAAVISTA CORP
438,584$14.2B157.09%
170
BFHBREAD FINANCIAL HOLDINGS INC
414,720$14.2B156.94%
171
PSXPHILLIPS 66
117,367$14.1B156.04%
172
EDRENDEAVOUR SILVER CORP
5,728,758$14.1B155.67%
173
PDDPDD HOLDINGS INC
141,752$13.9B153.83%
174
VETVERMILION ENERGY INC
918,947$13.5B149.45%
175
CMGCHIPOTLE MEXICAN GRILL INC
7,358$13.5B149.14%
176
FSLRFIRST SOLAR INC
81,841$13.2B146.34%
177
WEXWEX INC
69,121$13.0B143.86%
178
HNMORMAT TECHNOLOGIES INC
185,147$12.9B143.25%
179
EXASEXACT SCIENCES CORP
182,222$12.4B137.56%
180
TRNOTERRENO RLTY CORP
214,866$12.2B135.05%
181
WSCWILLSCOT MOBIL MINI HLDNG CO
292,676$12.2B134.69%
182
THOTHOR INDS INC
126,617$12.0B133.28%
183
AMLXAMYLYX PHARMACEUTICALS INC
649,736$11.9B131.64%
184
NUAGNEW PAC METALS CORP
6,805,032$11.8B130.33%
185
OTXOPEN TEXT CORP
332,352$11.7B129.66%
186
CATYCATHAY GEN BANCORP
334,678$11.6B128.73%
187
INTUINTUIT
22,431$11.5B126.82%
188
FOURSHIFT4 PMTS INC
206,882$11.5B126.75%
189
TKOTKO GROUP HOLDINGS INC
136,103$11.4B126.60%
190
CTRACOTERRA ENERGY INC
422,284$11.4B126.40%
191
CAHCARDINAL HEALTH INC
131,258$11.4B126.10%
192
MMM3M CO
121,395$11.4B125.75%
193
IDIINTERDIGITAL INC
138,644$11.1B123.10%
194
SPGIS&P GLOBAL INC
29,663$10.8B119.95%
195
INDIVIOR PLC
489,589$10.6B117.63%
196
BIIBBIOGEN INC
41,279$10.6B117.39%
197
CPRXCATALYST PHARMACEUTICALS INC
897,046$10.5B116.03%
198
MLIMUELLER INDS INC
136,311$10.2B113.37%
199
NBIXNEUROCRINE BIOSCIENCES INC
90,910$10.2B113.17%
200
FISFIDELITY NATL INFORMATION SV
184,211$10.2B112.66%
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