JUPITER ASSET MANAGEMENT LTD Q3 2022 Filing

Filed November 10, 2022

Portfolio Value

$6.5B

Holdings

521

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (521 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
1,533,319$211.9B3275.39%
2
HOGHARLEY DAVIDSON INC
4,855,744$169.4B2617.90%
3
MSFTMICROSOFT CORP
727,028$169.3B2617.22%
4
INTCINTEL CORP
5,971,586$153.9B2378.63%
5
VVISA INC
683,529$121.4B1876.91%
6
KDKYNDRYL HLDGS INC
13,760,000$113.8B1758.91%
7
HRBBLOCK H & R INC
2,350,000$100.0B1545.21%
8
W3UWESTERN UN CO
7,295,235$98.5B1522.29%
9
MAMASTERCARD INCORPORATED
330,438$94.0B1452.28%
10
TMOTHERMO FISHER SCIENTIFIC INC
184,052$93.3B1442.88%
11
AEMAGNICO EAGLE MINES LTD
1,884,817$80.1B1237.38%
12
DHRDANAHER CORPORATION
289,014$74.7B1153.86%
13
TXNTEXAS INSTRS INC
473,732$73.3B1133.36%
14
AMZNAMAZON COM INC
636,417$71.9B1111.58%
15
MRKMERCK & CO INC
785,797$67.7B1046.00%
16
PGPROCTER AND GAMBLE CO
492,916$62.2B961.88%
17
PSLV/USPROTT PHYSICAL SILVER TR
9,289,268$61.5B950.52%
18
PHYS/USPROTT PHYSICAL GOLD TR
4,720,104$60.4B933.86%
19
ELVELEVANCE HEALTH INC
132,712$60.3B931.79%
20
ADBEADOBE SYSTEMS INCORPORATED
218,877$60.2B931.04%
21
RLRALPH LAUREN CORP
704,000$59.8B924.18%
22
GOOGALPHABET INC
609,014$58.6B905.11%
23
CEF/USPROTT PHYSICAL GOLD & SILVE
3,611,032$56.2B869.05%
24
TAPMOLSON COORS BEVERAGE CO
1,160,000$55.7B860.45%
25
EWEDWARDS LIFESCIENCES CORP
640,253$52.9B817.73%
26
BKNGBOOKING HOLDINGS INC
29,852$49.1B758.21%
27
EAELECTRONIC ARTS INC
412,010$47.7B736.89%
28
KEYSKEYSIGHT TECHNOLOGIES INC
302,086$47.5B734.76%
29
GOOGLALPHABET INC
485,226$46.4B717.38%
30
WYWEYERHAEUSER CO MTN BE
1,588,854$45.4B701.40%
31
NINISOURCE INC
1,777,018$44.8B691.90%
32
AVGOBROADCOM INC
98,028$43.5B672.76%
33
RGLDROYAL GOLD INC
451,081$42.3B654.15%
34
MPWRMONOLITHIC PWR SYS INC
113,091$41.1B635.23%
35
SRESEMPRA
271,914$40.8B630.18%
36
FISFIDELITY NATL INFORMATION SV
528,673$40.0B617.53%
37
ACNACCENTURE PLC IRELAND
154,673$39.8B615.14%
38
CDNSCADENCE DESIGN SYSTEM INC
243,485$39.8B615.08%
39
ADIANALOG DEVICES INC
281,437$39.2B606.14%
40
DALDELTA AIR LINES INC DEL
1,387,193$38.9B601.66%
41
TSLATESLA INC
144,997$38.5B594.49%
42
GDGENERAL DYNAMICS CORP
181,052$38.4B593.76%
43
UGIUGI CORP NEW
1,185,284$38.3B592.31%
44
HOLXHOLOGIC INC
590,713$38.1B589.09%
45
FNVFRANCO NEV CORP
315,891$37.9B586.33%
46
REEVEREST RE GROUP LTD
143,909$37.8B583.76%
47
LINLINDE PLC
136,394$37.3B576.63%
48
KMBKIMBERLY-CLARK CORP
300,667$33.8B523.03%
49
VSTVISTRA CORP
1,595,488$33.5B517.88%
50
MQ8MAG SILVER CORP
2,527,371$31.8B491.57%
51
ADSKAUTODESK INC
169,169$31.6B488.45%
52
AGFIRST MAJESTIC SILVER CORP
4,092,762$31.5B486.18%
53
ULTAULTA BEAUTY INC
78,323$31.4B485.69%
54
PEOEXELON CORP
836,613$31.3B484.40%
55
WPMWHEATON PRECIOUS METALS CORP
955,025$30.9B477.69%
56
CBCHUBB LIMITED
169,402$30.8B476.24%
57
WSTWEST PHARMACEUTICAL SVSC INC
121,124$29.8B460.72%
58
DLTRDOLLAR TREE INC
216,297$29.4B455.02%
59
RRXREGAL REXNORD CORPORATION
204,684$28.7B444.06%
60
USBUS BANCORP DEL
691,389$27.9B430.88%
61
PBPROSPERITY BANCSHARES INC
414,597$27.6B427.31%
62
WCNWASTE CONNECTIONS INC
204,538$27.6B427.21%
63
DBXDROPBOX INC
1,285,786$26.6B411.79%
64
VRTXVERTEX PHARMACEUTICALS INC
91,547$26.5B409.72%
65
TDCTERADATA CORP DEL
845,040$26.2B405.70%
66
LYBLYONDELLBASELL INDUSTRIES N
345,197$26.0B401.66%
67
RSGREPUBLIC SVCS INC
188,468$25.6B396.30%
68
SFMSPROUTS FMRS MKT INC
917,918$25.5B393.72%
69
HLHECLA MNG CO
6,463,060$25.5B393.59%
70
CMCSACOMCAST CORP NEW
867,208$25.4B393.15%
71
ABXBARRICK GOLD CORP
1,580,000$24.5B378.54%
72
INCYINCYTE CORP
364,852$24.3B375.82%
73
AG8AGILENT TECHNOLOGIES INC
199,811$24.3B375.40%
74
APY1EURCHAMPIONX CORPORATION
1,234,815$24.2B373.52%
75
AYIACUITY BRANDS INC
150,961$23.8B367.44%
76
UBSUBS GROUP AG
1,552,198$22.8B352.85%
77
FICOFAIR ISAAC CORP
54,200$22.3B345.17%
78
NVTNVENT ELECTRIC PLC
704,326$22.3B344.12%
79
TSMTAIWAN SEMICONDUCTOR MFG LTD
323,955$22.2B343.30%
80
AVTRAVANTOR INC
1,125,882$22.1B341.10%
81
QCOMQUALCOMM INC
192,759$21.8B336.62%
82
PFEPFIZER INC
494,768$21.7B334.66%
83
JKHYHENRY JACK & ASSOC INC
118,616$21.6B334.18%
84
GWWGRAINGER W W INC
42,876$21.0B324.21%
85
COLBCOLUMBIA BKG SYS INC
718,012$20.7B320.64%
86
LKQ1LKQ CORP
438,164$20.7B319.32%
87
FDO.FMACYS INC
1,303,874$20.4B315.81%
88
VETVERMILION ENERGY INC
948,378$20.4B315.47%
89
WSMWILLIAMS SONOMA INC
170,711$20.1B310.98%
90
HIIHUNTINGTON INGALLS INDS INC
89,403$19.8B306.09%
91
AMGAFFILIATED MANAGERS GROUP IN
175,074$19.6B302.68%
92
FSLRFIRST SOLAR INC
147,569$19.5B301.70%
93
STNSTANTEC INC
433,588$19.1B295.47%
94
HDBHDFC BANK LTD
325,588$19.0B294.01%
95
MTDMETTLER TOLEDO INTERNATIONAL
17,377$18.8B291.19%
96
DFSEURDISCOVER FINL SVCS
206,056$18.7B289.57%
97
S7VSALLY BEAUTY HLDGS INC
1,450,000$18.3B282.40%
98
CMECME GROUP INC
102,354$18.1B280.23%
99
PCHPOTLATCHDELTIC CORPORATION
440,361$18.1B279.34%
100
WWEUSDWORLD WRESTLING ENTMT INC
257,323$18.1B279.09%
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