JUPITER ASSET MANAGEMENT LTD Q4 2019 Filing

Filed February 11, 2020

Portfolio Value

$3.2B

Holdings

210

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (210 positions)

StockValue
W3UWESTERN UN CO
$276.4M
HRBBLOCK H & R INC
$246.7M
ABXBARRICK GOLD CORPORATION
$178.4M
HOGHARLEY DAVIDSON INC
$165.4M
RACEFERRARI N V
$72.5M
TRVCCITIGROUP INC
$71.1M
MANUMANCHESTER UTD PLC NEW
$62.6M
RLRALPH LAUREN CORP
$62.1M
YUMCYUM CHINA HLDGS INC
$53.5M
FISFIDELITY NATL INFORMATION SV
$51.5M
JPMJPMORGAN CHASE & CO
$47.2M
MSFTMICROSOFT CORP
$39.9M
GPNGLOBAL PMTS INC
$39.8M
VVISA INC
$38.9M
BXBLACKSTONE GROUP INC
$37.1M
EEFTEURONET WORLDWIDE INC
$33.5M
MAMASTERCARD INC
$33.4M
PEPPEPSICO INC
$29.9M
ABTABBOTT LABS
$29.7M
DISDISNEY WALT CO
$29.6M
FWONALIBERTY MEDIA CORP DELAWARE
$28.5M
NKENIKE INC
$27.6M
AMATAPPLIED MATLS INC
$26.8M
CCOCAMECO CORP
$26.3M
FISVFISERV INC
$24.5M
BIDUNBAIDU INC
$23.0M
MLB1MERCADOLIBRE INC
$23.0M
XYLXYLEM INC
$21.8M
ITRIITRON INC
$21.7M
LMTLOCKHEED MARTIN CORP
$21.4M
JDJD COM INC
$20.8M
LKQ1LKQ CORP
$19.7M
RRXREGAL BELOIT CORP
$19.5M
MCOMOODYS CORP
$19.1M
AOSSMITH A O CORP
$19.0M
ABBVABBVIE INC
$18.6M
WCNWASTE CONNECTIONS INC
$18.5M
STSENSATA TECHNOLOGIES HLDNG P
$18.5M
WMTWALMART INC
$18.2M
HOLIHOLLYSYS AUTOMATION TECHNOLO
$18.2M
ACGLARCH CAP GROUP LTD
$17.7M
WEXWEX INC
$17.4M
BABAALIBABA GROUP HLDG LTD
$16.9M
CMECME GROUP INC
$16.7M
RSGREPUBLIC SVCS INC
$16.7M
BACBANK AMER CORP
$16.6M
CMCSACOMCAST CORP NEW
$16.4M
ELVANTHEM INC
$16.2M
FLT1EURFLEETCOR TECHNOLOGIES INC
$16.2M
GILDGILEAD SCIENCES INC
$15.2M
MRKMERCK & CO INC
$14.7M
CLHCLEAN HARBORS INC
$14.3M
CWSTCASELLA WASTE SYS INC
$14.2M
OCOWENS CORNING NEW
$14.0M
HNMORMAT TECHNOLOGIES INC
$13.5M
FSLRFIRST SOLAR INC
$13.4M
MCHP 1.625 02/15/27MICROCHIP TECHNOLOGY INC
$13.4M
AKAM 0.125 05/01/25AKAMAI TECHNOLOGIES INC
$13.3M
JCIJOHNSON CTLS INTL PLC
$13.1M
LYV 2.5 03/15/23LIVE NATION ENTERTAINMENT IN
$13.1M
PNCPNC FINL SVCS GROUP INC
$13.0M
SPGIS&P GLOBAL INC
$13.0M
WTSWATTS WATER TECHNOLOGIES INC
$12.9M
FCN 2 08/15/23FTI CONSULTING INC
$12.6M
CHEFCHEFS WHSE INC
$12.3M
GSGOLDMAN SACHS GROUP INC
$12.3M
HONHONEYWELL INTL INC
$12.3M
STNSTANTEC INC
$12.2M
$12.0M
VSH 2.25 06/15/25VISHAY INTERTECHNOLOGY INC
$12.0M
RIGTRANSOCEAN LTD
$12.0M
CRMTAMERICAS CAR MART INC
$12.0M
KAMAN CORP
$12.0M
PAGSPAGSEGURO DIGITAL LTD
$12.0M
NTESNETEASE INC
$12.0M
XIFRNEXTERA ENERGY PARTNERS LP
$11.7M
CVA1EURCOVANTA HLDG CORP
$11.7M
PRICELINE GRP INC
$11.6M
PANW 0.75 07/01/23PALO ALTO NETWORKS INC
$11.6M
PFEPFIZER INC
$11.5M
SYNAPTICS INC
$11.4M
BWABORGWARNER INC
$11.4M
HDBHDFC BANK LTD
$11.4M
OUTOUTFRONT MEDIA INC
$11.2M
INTUINTUIT
$11.0M
MERITOR INC
$10.8M
EPDENTERPRISE PRODS PARTNERS L
$10.7M
TRMBTRIMBLE INC
$10.2M
STNESTONECO LTD
$10.1M
HTTQUDIAN INC
$10.1M
LMCA 1.375 10/15/23LIBERTY MEDIA CORP DELAWARE
$10.0M
MRSHMARSH & MCLENNAN COS INC
$9.9M
AYIACUITY BRANDS INC
$9.8M
DISH 3.375 08/15/26DISH NETWORK CORP
$9.7M
YUSDALLEGHANY CORP DEL
$9.6M
CEMEX SAB DE CV
$9.5M
PGPROCTER & GAMBLE CO
$9.5M
CSCOCISCO SYS INC
$9.4M
AUTLAUTOLUS THERAPEUTICS PLC
$9.3M
TPRTAPESTRY INC
$9.3M
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