JUPITER ASSET MANAGEMENT LTD Q2 2020 Filing

Filed August 11, 2020

Portfolio Value

$3.0B

Holdings

262

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (262 positions)

StockValue
ABXBARRICK GOLD CORPORATION
$244.9M
HRBBLOCK H & R INC
$181.4M
W3UWESTERN UN CO
$115.3M
HOGHARLEY DAVIDSON INC
$109.2M
BKNGBOOKING HOLDINGS INC
$86.2M
RLRALPH LAUREN CORP
$81.5M
FISFIDELITY NATL INFORMATION SV
$58.1M
PYPLPAYPAL HLDGS INC
$56.6M
VVISA INC
$51.8M
MSFTMICROSOFT CORP
$49.0M
MLB1MERCADOLIBRE INC
$40.8M
MANUMANCHESTER UTD PLC NEW
$34.8M
BXBLACKSTONE GROUP INC
$33.9M
MCOMOODYS CORP
$33.4M
LINLINDE PLC
$33.2M
TRUTRANSUNION
$33.1M
SPGIS&P GLOBAL INC
$32.8M
YUMCYUM CHINA HLDGS INC
$31.9M
SPLKCHFSPLUNK INC
$31.1M
GPNGLOBAL PMTS INC
$30.3M
MAMASTERCARD INCORPORATED
$29.9M
AAPLAPPLE INC
$28.0M
PEPPEPSICO INC
$26.6M
PLMRPALOMAR HLDGS INC
$24.8M
TEVA PHARMACEUTICAL FIN LLC
$24.5M
ABTABBOTT LABS
$22.9M
ABBVABBVIE INC
$21.8M
JDJD.COM INC
$21.6M
NKENIKE INC
$21.4M
RPAYREPAY HLDGS CORP
$20.4M
INTUINTUIT
$20.2M
RRXREGAL BELOIT CORP
$20.0M
RACEFERRARI N V
$19.8M
WCNWASTE CONNECTIONS INC
$19.2M
AOSSMITH A O CORP
$19.2M
BIDUNBAIDU INC
$19.1M
DISDISNEY WALT CO
$18.2M
APHAMPHENOL CORP NEW
$18.1M
MSCIMSCI INC
$17.4M
ITRIITRON INC
$17.1M
LMTLOCKHEED MARTIN CORP
$17.1M
TWTRADEWEB MKTS INC
$17.1M
BEPBROOKFIELD RENEWABLE PARTNER
$16.5M
AMATAPPLIED MATLS INC
$16.4M
VIPSVIPSHOP HOLDINGS LIMITED
$16.1M
ICEINTERCONTINENTAL EXCHANGE IN
$15.6M
IHS MARKIT LTD
$15.5M
RSGREPUBLIC SVCS INC
$15.4M
XYLXYLEM INC
$15.2M
JPMJPMORGAN CHASE & CO
$14.7M
WMTWALMART INC
$14.7M
HOLIHOLLYSYS AUTOMATION TCHNGY L
$14.6M
LKQ1LKQ CORP
$14.5M
XIFRNEXTERA ENERGY PARTNERS LP
$14.4M
AMTAMERICAN TOWER CORP NEW
$14.2M
PGPROCTER AND GAMBLE CO
$14.1M
FWONALIBERTY MEDIA CORP DEL
$14.1M
STNSTANTEC INC
$13.3M
STSENSATA TECHNOLOGIES HLDNG P
$12.8M
PDC ENERGY INC
$12.2M
$12.2M
XYZSQUARE INC
$12.2M
OCOWENS CORNING NEW
$12.1M
BABAALIBABA GROUP HLDG LTD
$12.0M
FSLRFIRST SOLAR INC
$11.9M
FISVFISERV INC
$11.6M
HNMORMAT TECHNOLOGIES INC
$11.6M
PANW 0.75 07/01/23PALO ALTO NETWORKS INC
$11.3M
LYV 2.5 03/15/23LIVE NATION ENTERTAINMENT IN
$11.2M
AKAM 0.125 05/01/25AKAMAI TECHNOLOGIES INC
$11.2M
EQIXEQUINIX INC
$11.1M
MCHP 1.625 02/15/27MICROCHIP TECHNOLOGY INC.
$11.0M
JCIJOHNSON CTLS INTL PLC
$11.0M
NTESNETEASE INC
$11.0M
BSXBOSTON SCIENTIFIC CORP
$10.8M
CCOCAMECO CORP
$10.8M
TRMBTRIMBLE INC
$10.6M
WTSWATTS WATER TECHNOLOGIES INC
$10.5M
TSLATESLA INC
$10.0M
MRKMERCK & CO. INC
$10.0M
CLHCLEAN HARBORS INC
$9.9M
DGDOLLAR GEN CORP NEW
$9.9M
SYNAPTICS INC
$9.9M
CSCOCISCO SYS INC
$9.7M
CRMTAMERICAS CAR MART INC
$9.6M
KAMAN CORP
$9.6M
STNESTONECO LTD
$9.5M
BWABORGWARNER INC
$9.3M
CMECME GROUP INC
$9.2M
ROPROPER TECHNOLOGIES INC
$9.0M
EPDENTERPRISE PRODS PARTNERS L
$9.0M
$8.9M
ELVANTHEM INC
$8.8M
FORTIVE CORP
$8.8M
ILMN 0 08/15/23ILLUMINA INC
$8.7M
ADPAUTOMATIC DATA PROCESSING IN
$8.5M
CWSTCASELLA WASTE SYS INC
$8.5M
CDNSCADENCE DESIGN SYSTEM INC
$8.4M
IQVIQVIA HLDGS INC
$8.2M
ONON SEMICONDUCTOR CORP
$8.1M
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