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)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
1,760,894$391.2B3943.60%
2
AAPLAPPLE INC
2,849,787$377.8B3808.42%
3
RLRALPH LAUREN CORP
2,273,453$235.8B2376.40%
4
AMZNAMAZON COM INC
69,346$225.8B2276.23%
5
HRBBLOCK H & R INC
13,829,552$219.3B2210.89%
6
GOOGLALPHABET INC
101,865$178.3B1797.72%
7
HOGHARLEY DAVIDSON INC
4,518,000$165.8B1671.35%
8
METAFACEBOOK INC
522,605$142.7B1438.16%
9
NVDANVIDIA CORPORATION
206,042$107.6B1084.35%
10
FISFIDELITY NATL INFORMATION SV
752,026$106.3B1071.63%
11
W3UWESTERN UN CO
4,495,833$98.5B993.36%
12
GOOGALPHABET INC
55,592$97.4B981.36%
13
BKNGBOOKING HOLDINGS INC
42,620$94.7B954.73%
14
INTCINTEL CORP
1,793,647$89.4B900.91%
15
TMOTHERMO FISHER SCIENTIFIC INC
186,198$86.7B873.78%
16
ORCLORACLE CORP
1,284,157$83.0B837.09%
17
ADSKAUTODESK INC
268,482$82.0B826.32%
18
BACVERIZON COMMUNICATIONS INC
1,390,852$81.6B822.95%
19
EWEDWARDS LIFESCIENCES CORP
859,277$78.4B789.83%
20
GSGOLDMAN SACHS GROUP INC
297,300$78.3B789.31%
21
QCOMQUALCOMM INC
512,914$78.1B786.90%
22
CDNSCADENCE DESIGN SYSTEM INC
568,848$77.5B781.42%
23
VVISA INC
344,382$75.3B758.59%
24
CEF/USPROTT PHYSICAL GOLD & SILVE
3,854,420$74.5B751.01%
25
WFCWELLS FARGO CO NEW
2,428,839$73.3B738.63%
26
MLB1MERCADOLIBRE INC
41,131$68.8B693.19%
27
PYPLPAYPAL HLDGS INC
291,702$68.3B688.09%
28
ABXBARRICK GOLD CORP
2,988,783$68.1B685.99%
29
BABAALIBABA GROUP HLDG LTD
284,512$66.2B667.15%
30
JPMJPMORGAN CHASE & CO
515,838$65.5B660.14%
31
TSLATESLA INC
92,436$65.2B657.07%
32
NOWSERVICENOW INC
116,211$64.0B644.75%
33
EMREMERSON ELEC CO
762,469$61.3B617.46%
34
FFORD MTR CO DEL
6,727,844$59.1B595.42%
35
CHTRCHARTER COMMUNICATIONS INC N
89,258$59.0B595.21%
36
DVADAVITA INC
498,998$58.5B590.15%
37
MNSTMONSTER BEVERAGE CORP NEW
616,776$57.0B574.45%
38
TXNTEXAS INSTRS INC
342,509$56.2B566.41%
39
AGFIRST MAJESTIC SILVER CORP
4,138,105$55.4B558.88%
40
CERNCHFCERNER CORP
686,047$53.8B542.36%
41
PSLV/USPROTT PHYSICAL SILVER TR
5,719,159$53.3B537.29%
42
AWMSKYWORKS SOLUTIONS INC
344,768$52.7B530.81%
43
JDJD.COM INC
597,217$52.5B528.78%
44
KHCKRAFT HEINZ CO
1,502,440$52.1B524.76%
45
MCKMCKESSON CORP
297,077$51.7B520.78%
46
AMGAFFILIATED MANAGERS GROUP IN
503,351$51.2B515.90%
47
AMATAPPLIED MATLS INC
592,013$51.1B514.69%
48
MQ8MAG SILVER CORP
2,492,857$50.7B510.64%
49
PAASPAN AMERN SILVER CORP
1,449,657$50.0B504.12%
50
TERTERADYNE INC
413,991$49.6B500.30%
51
PHMPULTE GROUP INC
1,141,270$49.2B495.94%
52
NFLXNETFLIX INC
88,922$48.1B484.65%
53
ATVIEURACTIVISION BLIZZARD INC
503,753$46.8B471.26%
54
XYZSQUARE INC
210,279$45.8B461.35%
55
ABBVABBVIE INC
426,928$45.7B460.55%
56
MAMASTERCARD INCORPORATED
128,156$45.7B460.26%
57
STNESTONECO LTD
535,226$44.9B452.75%
58
VSTVISTRA CORP
2,237,127$44.0B443.33%
59
EBAEBAY INC.
862,139$43.3B436.51%
60
PHYS/USPROTT PHYSICAL GOLD TR
2,857,221$43.1B434.02%
61
AYIACUITY BRANDS INC
354,749$43.0B433.00%
62
IQVIQVIA HLDGS INC
234,138$41.9B422.58%
63
ROKROCKWELL AUTOMATION INC
164,419$41.2B415.65%
64
BLKCHFBLACKROCK INC
56,959$41.1B414.00%
65
ACNACCENTURE PLC IRELAND
156,203$40.8B410.78%
66
ICEINTERCONTINENTAL EXCHANGE IN
351,368$40.5B408.18%
67
STTSTATE STR CORP
540,002$39.3B396.10%
68
CDECOEUR MNG INC
3,686,664$38.2B384.62%
69
CTXSEURCITRIX SYS INC
291,611$37.9B382.33%
70
MRKMERCK & CO. INC
456,075$37.3B375.91%
71
MFCMANULIFE FINL CORP
2,097,598$37.3B375.58%
72
MDUMDU RES GROUP INC
1,405,216$37.0B373.09%
73
TSMTAIWAN SEMICONDUCTOR MFG LTD
332,694$36.3B365.63%
74
TRVCCITIGROUP INC
581,458$35.8B361.33%
75
APHAMPHENOL CORP NEW
272,556$35.6B359.24%
76
TEVA PHARMACEUTICAL FIN LLC
35,000,000$34.7B349.52%
77
HLHECLA MNG CO
5,279,361$34.2B344.83%
78
EXPDEXPEDITORS INTL WASH INC
357,838$34.0B342.85%
79
ABTABBOTT LABS
310,496$34.0B342.48%
80
BIDUNBAIDU INC
157,104$33.9B342.15%
81
BKBANK NEW YORK MELLON CORP
798,194$33.9B341.38%
82
DWDMORGAN STANLEY
478,660$32.8B330.55%
83
CICIGNA CORP NEW
155,805$32.4B326.94%
84
INCYINCYTE CORP
372,478$32.4B326.15%
85
GPNGLOBAL PMTS INC
149,043$32.1B323.26%
86
PGPROCTER AND GAMBLE CO
230,630$32.1B323.12%
87
PLMRPALOMAR HLDGS INC
357,941$31.8B320.53%
88
DISDISNEY WALT CO
175,399$31.8B320.19%
89
WYWEYERHAEUSER CO MTN BE
939,700$31.5B317.41%
90
FVICHFFORTUNA SILVER MINES INC
3,830,505$31.3B315.80%
91
CRMSALESFORCE COM INC
136,070$30.2B304.83%
92
ITRIITRON INC
313,737$30.1B303.34%
93
CADEEURCADENCE BANCORPORATION
1,809,040$29.7B299.41%
94
ADBEADOBE SYSTEMS INCORPORATED
59,391$29.7B299.07%
95
NKENIKE INC
204,334$28.9B291.36%
96
RRXREGAL BELOIT CORP
233,188$28.6B288.67%
97
IHS MARKIT LTD
317,105$28.5B286.80%
98
WEAWESTERN ALLIANCE BANCORP
463,144$27.8B279.83%
99
LINLINDE PLC
106,084$27.5B277.48%
100
AOSSMITH A O CORP
501,171$27.5B276.88%
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