JUPITER ASSET MANAGEMENT LTD Q4 2020 Filing
Filed February 10, 2021
Portfolio Value
$9.9B
Holdings
575
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (575 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | ZZILLOW GROUP INC | 211,467 | $27.5B | 276.72% | |
| 102 | JHGJANUS HENDERSON GROUP PLC | 842,549 | $27.4B | 275.93% | |
| 103 | AGCOAGCO CORP | 261,783 | $27.0B | 272.03% | |
| 104 | NYTNEW YORK TIMES CO | 518,108 | $26.8B | 270.36% | |
| 105 | AMDADVANCED MICRO DEVICES INC | 289,030 | $26.5B | 267.11% | |
| 106 | VRSNVERISIGN INC | 121,038 | $26.1B | 263.57% | |
| 107 | NMI1EURKIRKLAND LAKE GOLD LTD | 634,699 | $26.1B | 263.39% | |
| 108 | SAILEURSAILPOINT TECHNOLOGIES HLDGS | 484,453 | $25.8B | 260.08% | |
| 109 | AGREURAVANGRID INC | 567,772 | $25.8B | 260.00% | |
| 110 | RPAYREPAY HLDGS CORP | 942,715 | $25.7B | 258.94% | |
| 111 | BACBK OF AMERICA CORP | 837,580 | $25.4B | 255.82% | |
| 112 | CMCSACOMCAST CORP NEW | 478,210 | $25.1B | 252.58% | |
| 113 | SPBSPECTRUM BRANDS HLDGS INC NE | 315,498 | $24.9B | 251.08% | |
| 114 | HUMHUMANA INC | 60,553 | $24.8B | 250.04% | |
| 115 | PEPPEPSICO INC | 164,283 | $24.3B | 245.41% | |
| 116 | ALLYALLY FINL INC | 675,709 | $24.1B | 242.88% | |
| 117 | ABMDEURABIOMED INC | 74,274 | $24.1B | 242.67% | |
| 118 | HDBHDFC BANK LTD | 331,258 | $23.9B | 240.95% | |
| 119 | LRCXEURLAM RESEARCH CORP | 50,487 | $23.8B | 240.10% | |
| 120 | ELVANTHEM INC | 73,990 | $23.8B | 239.47% | |
| 121 | CRUSCIRRUS LOGIC INC | 287,574 | $23.6B | 238.28% | |
| 122 | VIPSVIPSHOP HOLDINGS LIMITED | 827,017 | $23.2B | 234.09% | |
| 123 | PKGPACKAGING CORP AMER | 168,274 | $23.2B | 233.63% | |
| 124 | WPMWHEATON PRECIOUS METALS CORP | 552,376 | $23.1B | 232.34% | |
| 125 | SEASEABRIDGE GOLD INC | 1,081,139 | $22.7B | 229.29% | |
| 126 | PORPORTLAND GEN ELEC CO | 527,066 | $22.5B | 227.23% | |
| 127 | XYLXYLEM INC | 221,142 | $22.5B | 226.75% | |
| 128 | INTUINTUIT | 58,917 | $22.4B | 225.56% | |
| 129 | AG8AGILENT TECHNOLOGIES INC | 187,110 | $22.2B | 223.35% | |
| 130 | GENNORTONLIFELOCK INC | 1,061,090 | $22.0B | 222.15% | |
| 131 | JEFJEFFERIES FINL GROUP INC | 894,598 | $22.0B | 221.83% | |
| 132 | CMECME GROUP INC | 119,358 | $21.7B | 218.86% | |
| 133 | AXUALEXCO RESOURCE CORP | 6,807,757 | $21.5B | 217.07% | |
| 134 | IBMINTERNATIONAL BUSINESS MACHS | 170,862 | $21.5B | 216.66% | |
| 135 | SVMSILVERCORP METALS INC | 3,220,087 | $21.4B | 215.79% | |
| 136 | WCNWASTE CONNECTIONS INC | 207,097 | $21.2B | 214.10% | |
| 137 | AMHAMERICAN HOMES 4 RENT | 696,207 | $20.9B | 210.39% | |
| 138 | UNHUNITEDHEALTH GROUP INC | 59,460 | $20.8B | 210.05% | |
| 139 | STNSTANTEC INC | 645,784 | $20.8B | 209.99% | |
| 140 | PNRPENTAIR PLC | 391,781 | $20.8B | 209.70% | |
| 141 | CARRCARRIER GLOBAL CORPORATION | 537,122 | $20.3B | 204.17% | |
| 142 | JNJJOHNSON & JOHNSON | 128,276 | $20.2B | 203.29% | |
| 143 | MANHMANHATTAN ASSOCS INC | 190,610 | $20.0B | 202.08% | |
| 144 | WATWATERS CORP | 80,854 | $20.0B | 201.64% | |
| 145 | MCHPMICROCHIP TECHNOLOGY INC. | 144,477 | $19.9B | 200.82% | |
| 146 | CSGPCOSTAR GROUP INC | 21,502 | $19.9B | 200.19% | |
| 147 | FSLRFIRST SOLAR INC | 197,388 | $19.5B | 196.82% | |
| 148 | FDXFEDEX CORP | 74,950 | $19.5B | 196.13% | |
| 149 | TRUTRANSUNION | 193,516 | $19.2B | 193.52% | |
| 150 | MSCIMSCI INC | 42,151 | $18.8B | 189.65% | |
| 151 | EDRENDEAVOUR SILVER CORP | 3,687,317 | $18.6B | 187.29% | |
| 152 | HWMHOWMET AEROSPACE INC | 647,603 | $18.5B | 186.18% | |
| 153 | STSENSATA TECHNOLOGIES HLDG PL | 347,056 | $18.3B | 184.50% | |
| 154 | RSGREPUBLIC SVCS INC | 190,000 | $18.3B | 184.41% | |
| 155 | APAMARTISAN PARTNERS ASSET MGMT | 360,580 | $18.2B | 182.97% | |
| 156 | IDXXIDEXX LABS INC | 36,198 | $18.1B | 182.17% | |
| 157 | NGNOVAGOLD RES INC | 1,722,482 | $16.7B | 167.89% | |
| 158 | MEDPMEDPACE HLDGS INC | 119,437 | $16.6B | 167.59% | |
| 159 | HNMORMAT TECHNOLOGIES INC | 181,862 | $16.4B | 165.50% | |
| 160 | PVG1EURPRETIUM RES INC | 1,435,098 | $16.4B | 164.98% | |
| 161 | TRMBTRIMBLE INC | 244,806 | $16.4B | 164.86% | |
| 162 | OCOWENS CORNING NEW | 215,681 | $16.3B | 164.71% | |
| 163 | BIIBBIOGEN INC | 66,719 | $16.3B | 164.43% | |
| 164 | CAHCARDINAL HEALTH INC | 303,330 | $16.2B | 163.70% | |
| 165 | WTSWATTS WATER TECHNOLOGIES INC | 130,892 | $15.9B | 160.57% | |
| 166 | JCIJOHNSON CTLS INTL PLC | 340,670 | $15.9B | 159.96% | |
| 167 | EPDENTERPRISE PRODS PARTNERS L | 809,661 | $15.9B | 159.88% | |
| 168 | ZEN1EURZENDESK INC | 110,320 | $15.8B | 159.47% | |
| 169 | RHIROBERT HALF INTL INC | 250,471 | $15.6B | 157.72% | |
| 170 | LKQ1LKQ CORP | 439,115 | $15.5B | 155.94% | |
| 171 | GEGENERAL ELECTRIC CO | 1,426,770 | $15.4B | 155.18% | |
| 172 | OTXOPEN TEXT CORP | 339,317 | $15.4B | 155.04% | |
| 173 | VRSKVERISK ANALYTICS INC | 72,176 | $15.0B | 150.89% | |
| 174 | 8CWCROWN CASTLE INTL CORP NEW | 93,288 | $14.8B | 149.64% | |
| 175 | TEXTEREX CORP NEW | 419,335 | $14.6B | 147.52% | |
| 176 | SITCUSDSITE CTRS CORP | 1,409,172 | $14.3B | 143.75% | |
| 177 | MUMICRON TECHNOLOGY INC | 186,238 | $14.0B | 141.12% | |
| 178 | INFYINFOSYS LTD | 824,208 | $14.0B | 140.82% | |
| 179 | LMTLOCKHEED MARTIN CORP | 38,690 | $13.7B | 138.35% | |
| 180 | LSPDEURLIGHTSPEED POS INC | 195,033 | $13.7B | 138.10% | |
| 181 | WDAYWORKDAY INC | 56,296 | $13.5B | 135.96% | |
| 182 | RNRRENAISSANCERE HLDGS LTD | 80,658 | $13.4B | 134.82% | |
| 183 | CDPCORPORATE OFFICE PPTYS TR | 512,006 | $13.4B | 134.60% | |
| 184 | CMACOMERICA INC | 238,721 | $13.3B | 134.34% | |
| 185 | AVTRAVANTOR INC | 473,490 | $13.3B | 134.30% | |
| 186 | PNTGPENNANT GROUP INC | 227,639 | $13.2B | 133.01% | |
| 187 | —PDC ENERGY INC | 13,451,000 | $13.1B | 132.47% | |
| 188 | AVGOBROADCOM INC | 30,002 | $13.1B | 132.41% | |
| 189 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 159,803 | $13.1B | 132.01% | |
| 190 | ONON SEMICONDUCTOR CORP | 395,850 | $13.0B | 130.59% | |
| 191 | CHKPCHECK POINT SOFTWARE TECH LT | 97,134 | $12.9B | 130.13% | |
| 192 | REGNREGENERON PHARMACEUTICALS | 26,626 | $12.8B | 129.50% | |
| 193 | HOLIHOLLYSYS AUTOMATION TCHNGY L | 867,926 | $12.7B | 128.43% | |
| 194 | VRTXVERTEX PHARMACEUTICALS INC | 53,800 | $12.7B | 128.04% | |
| 195 | VRNSVARONIS SYS INC | 77,555 | $12.7B | 127.97% | |
| 196 | UGIUGI CORP NEW | 361,452 | $12.6B | 127.37% | |
| 197 | CLHCLEAN HARBORS INC | 165,742 | $12.6B | 127.16% | |
| 198 | CTRACABOT OIL & GAS CORP | 759,714 | $12.4B | 124.67% | |
| 199 | PANW 0.75 07/01/23PALO ALTO NETWORKS INC | 8,750,000 | $12.3B | 124.39% | |
| 200 | EQTEQT CORP | 970,539 | $12.3B | 124.35% |