JUPITER ASSET MANAGEMENT LTD Q2 2021 Filing

Filed August 10, 2021

Portfolio Value

$9.7T

Holdings

570

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (570 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
1,384,641$375.0B3.86%
2
HRBBLOCK H & R INC
12,461,368$292.5B3.01%
3
AAPLAPPLE INC
1,877,303$257.0B2.65%
4
HOGHARLEY DAVIDSON INC
4,038,330$185.0B1.91%
5
VVISA INC
759,028$177.6B1.83%
6
RLRALPH LAUREN CORP
1,488,100$175.3B1.81%
7
AMZNAMAZON COM INC
45,626$156.9B1.62%
8
GOOGLALPHABET INC
59,524$145.2B1.50%
9
PYPLPAYPAL HLDGS INC
461,392$134.4B1.38%
10
METAFACEBOOK INC
373,005$129.7B1.34%
11
W3UWESTERN UN CO
5,455,381$125.3B1.29%
12
ABXBARRICK GOLD CORP
5,439,628$112.5B1.16%
13
TMOTHERMO FISHER SCIENTIFIC INC
212,988$107.4B1.11%
14
ADBEADOBE SYSTEMS INCORPORATED
174,886$102.4B1.05%
15
FISFIDELITY NATL INFORMATION SV
701,324$99.4B1.02%
16
NFLXNETFLIX INC
180,820$95.5B0.98%
17
GOOGALPHABET INC
36,620$91.8B0.95%
18
ELVANTHEM INC
216,594$82.7B0.85%
19
UNHUNITEDHEALTH GROUP INC
203,871$81.6B0.84%
20
PHYS/USPROTT PHYSICAL GOLD TR
5,652,777$79.2B0.82%
21
BACVERIZON COMMUNICATIONS INC
1,412,857$79.2B0.82%
22
QCOMQUALCOMM INC
547,836$78.3B0.81%
23
ACNACCENTURE PLC IRELAND
262,259$77.3B0.80%
24
ORCLORACLE CORP
979,921$76.3B0.79%
25
ADSKAUTODESK INC
256,913$75.0B0.77%
26
CEF/USPROTT PHYSICAL GOLD & SILVE
3,975,993$74.3B0.77%
27
PSLV/USPROTT PHYSICAL SILVER TR
8,005,905$74.1B0.76%
28
AMATAPPLIED MATLS INC
513,480$73.1B0.75%
29
IQVIQVIA HLDGS INC
297,905$72.2B0.74%
30
JPMJPMORGAN CHASE & CO
451,075$70.1B0.72%
31
CMCSACOMCAST CORP NEW
1,227,912$70.0B0.72%
32
BNSBANK NOVA SCOTIA B C
1,044,739$68.0B0.70%
33
LOWLOWES COS INC
347,491$67.4B0.69%
34
MQ8MAG SILVER CORP
3,161,967$66.1B0.68%
35
ISRGINTUITIVE SURGICAL INC
71,501$65.8B0.68%
36
ATVIEURACTIVISION BLIZZARD INC
687,558$65.6B0.68%
37
EAELECTRONIC ARTS INC
450,158$64.7B0.67%
38
AMGAFFILIATED MANAGERS GROUP IN
413,909$63.8B0.66%
39
AVTRAVANTOR INC
1,748,114$62.1B0.64%
40
XRAYDENTSPLY SIRONA INC
947,253$59.9B0.62%
41
RFREGIONS FINANCIAL CORP NEW
2,944,914$59.4B0.61%
42
KHCKRAFT HEINZ CO
1,453,310$59.3B0.61%
43
WYWEYERHAEUSER CO MTN BE
1,698,954$58.5B0.60%
44
AGFIRST MAJESTIC SILVER CORP
3,687,547$57.9B0.60%
45
DEDEERE & CO
160,912$56.7B0.58%
46
PNRPENTAIR PLC
825,574$55.7B0.57%
47
TSLATESLA INC
80,002$54.4B0.56%
48
CATCATERPILLAR INC
235,510$51.3B0.53%
49
AG8AGILENT TECHNOLOGIES INC
339,636$50.2B0.52%
50
HLHECLA MNG CO
6,726,646$50.0B0.52%
51
FERGFERGUSON PLC NEW
360,545$50.0B0.52%
52
WATWATERS CORP
137,114$47.3B0.49%
53
LBTYBLIBERTY GLOBAL PLC
1,696,843$45.9B0.47%
54
ZBHZIMMER BIOMET HOLDINGS INC
283,644$45.6B0.47%
55
CDECOEUR MNG INC
5,123,735$45.5B0.47%
56
EWEDWARDS LIFESCIENCES CORP
438,397$45.4B0.47%
57
TAT&T INC
1,569,293$45.1B0.47%
58
WPMWHEATON PRECIOUS METALS CORP
1,008,784$44.4B0.46%
59
MLB1MERCADOLIBRE INC
28,279$44.0B0.45%
60
IDXXIDEXX LABS INC
69,576$43.9B0.45%
61
SYFSYNCHRONY FINANCIAL
905,091$43.9B0.45%
62
LINLINDE PLC
147,759$42.8B0.44%
63
NMI1EURKIRKLAND LAKE GOLD LTD
1,103,327$42.5B0.44%
64
BXBLACKSTONE GROUP INC
435,828$42.3B0.44%
65
GENNORTONLIFELOCK INC
1,551,810$42.2B0.43%
66
SLMSLM CORP
1,971,663$41.3B0.43%
67
TRUTRANSUNION
371,260$40.8B0.42%
68
MDUMDU RES GROUP INC
1,299,313$40.7B0.42%
69
AGCOAGCO CORP
303,511$39.6B0.41%
70
COFCAPITAL ONE FINL CORP
252,532$39.0B0.40%
71
BACBK OF AMERICA CORP
938,644$38.7B0.40%
72
GLWCORNING INC
927,379$37.9B0.39%
73
STXSEAGATE TECHNOLOGY HLDNGS PL
423,983$37.3B0.38%
74
MNSTMONSTER BEVERAGE CORP NEW
405,823$37.1B0.38%
75
DXCDXC TECHNOLOGY CO
945,329$36.8B0.38%
76
GSGOLDMAN SACHS GROUP INC
94,468$35.8B0.37%
77
NINISOURCE INC
1,432,628$35.1B0.36%
78
VRSNVERISIGN INC
151,815$34.6B0.36%
79
MANMANPOWERGROUP INC WIS
287,581$34.2B0.35%
80
SEESEALED AIR CORP NEW
574,417$34.0B0.35%
81
UGIUGI CORP NEW
727,563$33.7B0.35%
82
TSMTAIWAN SEMICONDUCTOR MFG LTD
274,197$32.9B0.34%
83
AGREURAVANGRID INC
633,453$32.6B0.34%
84
AOSSMITH A O CORP
449,416$32.4B0.33%
85
DVADAVITA INC
265,821$32.0B0.33%
86
MCKMCKESSON CORP
165,880$31.7B0.33%
87
MAMASTERCARD INCORPORATED
86,023$31.4B0.32%
88
INTCINTEL CORP
549,140$30.8B0.32%
89
CCEPCOCA-COLA EUROPACIFIC PARTNE
512,700$30.4B0.31%
90
ITRIITRON INC
299,100$29.9B0.31%
91
NOWSERVICENOW INC
54,089$29.7B0.31%
92
SSNCSS&C TECHNOLOGIES HLDGS INC
402,398$29.0B0.30%
93
RHIROBERT HALF INTL INC
313,034$27.8B0.29%
94
RRXREGAL BELOIT CORP
201,872$27.0B0.28%
95
XYLXYLEM INC
222,456$26.7B0.27%
96
STNSTANTEC INC
596,472$26.5B0.27%
97
SPBSPECTRUM BRANDS HLDGS INC NE
310,263$26.4B0.27%
98
HOLXHOLOGIC INC
388,936$25.9B0.27%
99
GWWGRAINGER W W INC
58,036$25.4B0.26%
100
DISDISNEY WALT CO
144,485$25.4B0.26%
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