Fund Holdings — JUPITER ASSET MANAGEMENT LTD

Total Portfolio Value
$10.25B
Total Bought
$2.53B
Total Sold
$3.72B
Net Transaction
-$1.19B
Filing Period:
Securities
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SharesValue ($K)
Q3 2024
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Q4 2024
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Change
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Q3 2024
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Q4 2024
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Weight (%)
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Change
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WALMART INC(WMT)4,2711,201,845+1,197,574345108,5871.06%+108,242
SUNCOR ENERGY INC NEW(SU)112,7882,438,291+2,325,5034,16886,9900.85%+82,822
COMERICA INC01,332,555+1,332,555082,4190.80%+82,419
UBER TECHNOLOGIES INC(UBER)01,142,591+1,142,591068,9210.67%+68,921
FOX CORP(FOX)01,388,858+1,388,858067,4710.66%+67,471
MEDTRONIC PLC(MDT)36,981870,956+833,9753,32969,5720.68%+66,243
NEXTERA ENERGY INC(NEE)0915,844+915,844065,6570.64%+65,657
GE AEROSPACE(GE)0369,599+369,599061,6450.60%+61,645
TESLA INC(TSLA)79,841198,325+118,48420,88980,0920.78%+59,203
COMCAST CORP NEW(CCZ)01,523,344+1,523,344057,1710.56%+57,171
FIFTH THIRD BANCORP(FITB)01,265,560+1,265,560053,5080.52%+53,508
ARISTA NETWORKS INC(ANET)0478,481+478,481052,8870.52%+52,887
ABBVIE INC(ABBV)0276,669+276,669049,1640.48%+49,164
WABTEC(WAB)13,240267,046+253,8062,40750,6290.49%+48,223
SALESFORCE INC(CRM)65,369194,368+128,99917,89264,9830.63%+47,091
NORWEGIAN CRUISE LINE HLDG L
SHS
465,9102,168,658+1,702,7489,55655,8000.54%+46,244
MATCH GROUP INC NEW(MTCH)01,399,193+1,399,193045,7680.45%+45,768
DYNATRACE INC(DT)0805,147+805,147043,7600.43%+43,760
CONSOLIDATED EDISON INC(ED)0480,960+480,960042,9160.42%+42,916
F5 INC(FFIV)161,969296,506+134,53735,66674,5620.73%+38,897
CANADIAN IMPERIAL BK COMM(CM)0580,982+580,982036,7330.36%+36,733
C H ROBINSON WORLDWIDE INC(CHRW)47,840400,418+352,5785,28041,3710.40%+36,091
LEIDOS HOLDINGS INC(LDOS)38,801281,452+242,6516,32540,5460.40%+34,221
FIDELITY NATIONAL FINANCIAL(FNF)0581,935+581,935032,6700.32%+32,670
YUM CHINA HLDGS INC(YUMC)0660,900+660,900031,8360.31%+31,836
TRADEWEB MKTS INC(TW)0227,377+227,377029,7680.29%+29,768
WK KELLOGG CO914,1772,494,881+1,580,70415,64244,8830.44%+29,241
INTUITIVE SURGICAL INC89,131139,377+50,24643,78772,7490.71%+28,962
BROADCOM INC(AVGO)205,060268,567+63,50735,37362,2650.61%+26,892
DOORDASH INC(DASH)0158,558+158,558026,5980.26%+26,598
MAPLEBEAR INC(CART)0640,339+640,339026,5230.26%+26,523
BEST BUY INC(BBY)0289,053+289,053024,8010.24%+24,801
CIRRUS LOGIC INC(CRUS)3,202249,977+246,77539824,8930.24%+24,495
BOX INC(BOX)0766,907+766,907024,2340.24%+24,234
PAN AMERN SILVER CORP(PAAS)01,191,032+1,191,032024,0830.23%+24,083
AMERICAN INTL GROUP INC0327,730+327,730023,8590.23%+23,859
TRANE TECHNOLOGIES PLC(TT)95064,346+63,39636923,7660.23%+23,397
ROKU INC(ROKU)191,420506,351+314,93114,29137,6420.37%+23,351
APTARGROUP INC0145,924+145,924022,9250.22%+22,925
NETFLIX INC(NFLX)148,499143,244-5,255105,326127,6761.25%+22,350
ALLEGION PLC(ALLE)0160,030+160,030020,9130.20%+20,913
BATH & BODY WORKS INC11,932548,237+536,30538121,2550.21%+20,874
JOHNSON & JOHNSON(JNJ)1,368144,402+143,03422220,8830.20%+20,662
PROCTER AND GAMBLE CO(PG)24,458146,075+121,6174,23624,4890.24%+20,253
ARMOUR RESIDENTIAL REIT INC01,053,261+1,053,261019,8650.19%+19,865
TRAVELERS COMPANIES INC(TRV)075,702+75,702018,2360.18%+18,236
AMAZON COM INC(AMZN)908,910854,846-54,064169,357187,5451.83%+18,187
GRAB HOLDINGS LIMITED
CLASS A ORD
03,731,852+3,731,852017,6140.17%+17,614
PFIZER INC(PFE)108,250746,509+638,2593,13319,8050.19%+16,672
JONES LANG LASALLE INC(JLL)5,63671,539+65,9031,52118,1090.18%+16,589
PAYPAL HLDGS INC(PYPL)104,979288,002+183,0238,19224,5810.24%+16,389
CANADIAN NAT RES LTD(CNQ)0497,915+497,915015,3650.15%+15,365
DIVERSIFIED ENERGY COMPANY P2,767,4982,750,789-16,70931,33146,3020.45%+14,971
SERVICENOW INC(NOW)72,06674,881+2,81564,45579,3830.77%+14,928
ALCON AG(ALC)0168,680+168,680014,3130.14%+14,313
HOWMET AEROSPACE INC(HWM)659,713735,089+75,37666,13680,3970.78%+14,260
CINTAS CORP(CTAS)076,905+76,905014,0510.14%+14,051
HASBRO INC(HAS)0243,978+243,978013,6410.13%+13,641
AUTODESK INC046,090+46,090013,6230.13%+13,623
APTIV PLC(APTV)0223,512+223,512013,5180.13%+13,518
RESMED INC(RMD)055,092+55,092012,5990.12%+12,599
BLOCK INC(XYZ)0147,646+147,646012,5480.12%+12,548
VITAL FARMS INC(VITL)320,284628,709+308,42511,23223,6960.23%+12,464
AXALTA COATING SYS LTD(AXTA)1,196,5761,620,459+423,88343,30455,4520.54%+12,148
MANHATTAN ASSOCIATES INC(MANH)115,632164,559+48,92732,53744,4700.43%+11,934
AGNICO EAGLE MINES LTD(AEM)443,044604,284+161,24035,73047,2520.46%+11,522
ATMOS ENERGY CORP(ATO)077,057+77,057010,7320.10%+10,732
WELLS FARGO CO NEW(WFC)0151,473+151,473010,6390.10%+10,639
ROBLOX CORP(RBLX)189,264315,973+126,7098,37718,2820.18%+9,905
WINGSTOP INC(WING)31,95580,853+48,89813,29622,9780.22%+9,683
TOAST INC(TOST)167,638392,853+225,2154,74614,3190.14%+9,574
PEGASYSTEMS INC(PEGA)161,747227,560+65,81311,82221,2090.21%+9,387
ATOUR LIFESTYLE HLDGS LTD(ATAT)247,100581,300+334,2006,41015,6310.15%+9,221
VIZSLA SILVER CORP(VZLA)05,424,338+5,424,33809,1650.09%+9,165
ALAMOS GOLD INC NEW1,040,8381,615,833+574,99520,76429,7960.29%+9,032
FERRARI N V
COM
81,000109,827+28,82737,94146,9010.46%+8,960
ELANCO ANIMAL HEALTH INC(ELAN)524,4871,374,464+849,9777,70516,6450.16%+8,940
MAKEMYTRIP LIMITED MAURITIUS
SHS
079,011+79,01108,8710.09%+8,871
APOLLO GLOBAL MGMT INC(APO)172,532182,744+10,21221,55130,1820.29%+8,631
BLUE OWL CAPITAL INC(OBDC)99,211430,001+330,7901,92110,0020.10%+8,081
TEXAS CAP BANCSHARES INC(TCBI)0103,330+103,33008,0800.08%+8,080
CITIGROUP INC(C)404,583471,552+66,96925,32733,1930.32%+7,866
BLACKROCK INC(BLK)07,584+7,58407,7740.08%+7,774
MASTERCARD INCORPORATED(MA)137,375143,462+6,08767,83675,5430.74%+7,707
QIFU TECHNOLOGY INC(QFIN)83,100263,800+180,7002,47710,1250.10%+7,647
ABERCROMBIE & FITCH CO606,980616,228+9,24884,91792,1080.90%+7,191
HIMS & HERS HEALTH INC(HIMS)0294,961+294,96107,1320.07%+7,132
KKR & CO INC(KKR)75,660114,184+38,5249,88016,8890.16%+7,009
BREAD FINANCIAL HOLDINGS INC308,790347,611+38,82114,69221,2250.21%+6,533
SPOTIFY TECHNOLOGY S A(SPOT)014,465+14,46506,4710.06%+6,471
MANULIFE FINL CORP(MFC)0208,324+208,32406,3970.06%+6,397
CRESCENT ENERGY COMPANY(CRGY)0419,762+419,76206,1330.06%+6,133
GOLDMAN SACHS GROUP INC(GS)38,32943,421+5,09218,97724,8640.24%+5,887
JPMORGAN CHASE & CO.(JPM)201,633201,735+10242,51648,3580.47%+5,842
NEW YORK TIMES CO(NYT)0111,951+111,95105,8270.06%+5,827
MORGAN STANLEY(MS)045,228+45,22805,6860.06%+5,686
TAYLOR MORRISON HOME CORP4,35295,804+91,4523065,8640.06%+5,558
BRIGHT HORIZONS FAM SOL IN D(BFAM)047,020+47,02005,2120.05%+5,212
RUSH STREET INTERACTIVE INC(RSI)641,351884,913+243,5626,95912,1410.12%+5,182
RINGCENTRAL INC(RNG)1,010,9261,058,753+47,82731,97637,0670.36%+5,091
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JUPITER ASSET MANAGEMENT LTD — 13F Holdings — Q4 2024 | TickerTrail