Fund HoldingsJUPITER ASSET MANAGEMENT LTD

Total Portfolio Value
$10.25B
Total Bought
$2.53B
Total Sold
$3.72B
Net Transaction
-$1.19B
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
WALMART INC(WMT)01,201,845+1,201,8450108,5871.06%+108,587
SUNCOR ENERGY INC NEW(SU)02,438,291+2,438,291086,9900.85%+86,990
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)0870,956+870,956069,5720.68%+69,572
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)0267,046+267,046050,6290.49%+50,629
SALESFORCE INC(CRM)65,369194,368+128,99917,89264,9830.63%+47,091
NORWEGIAN CRUISE LINE HLDG L
SHS
02,168,658+2,168,658055,8000.54%+55,800
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)0400,418+400,418041,3710.40%+41,371
LEIDOS HOLDINGS INC(LDOS)0281,452+281,452040,5460.40%+40,546
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 CO02,494,881+2,494,881044,8830.44%+44,883
INTUITIVE SURGICAL INC89,131139,377+50,24643,78772,7490.71%+28,962
BROADCOM INC(AVGO)0268,567+268,567062,2650.61%+62,265
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)0249,977+249,977024,8930.24%+24,893
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)064,346+64,346023,7660.23%+23,766
ROKU INC(ROKU)0506,351+506,351037,6420.37%+37,642
APTARGROUP INC0145,924+145,924022,9250.22%+22,925
NETFLIX INC(NFLX)0143,244+143,2440127,6761.25%+127,676
ALLEGION PLC(ALLE)0160,030+160,030020,9130.20%+20,913
BATH & BODY WORKS INC0548,237+548,237021,2550.21%+21,255
JOHNSON & JOHNSON(JNJ)0144,402+144,402020,8830.20%+20,883
PROCTER AND GAMBLE CO(PG)0146,075+146,075024,4890.24%+24,489
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)0854,846+854,8460187,5451.83%+187,545
GRAB HOLDINGS LIMITED
CLASS A ORD
03,731,852+3,731,852017,6140.17%+17,614
PFIZER INC(PFE)0746,509+746,509019,8050.19%+19,805
JONES LANG LASALLE INC(JLL)071,539+71,539018,1090.18%+18,109
PAYPAL HLDGS INC(PYPL)0288,002+288,002024,5810.24%+24,581
CANADIAN NAT RES LTD(CNQ)0497,915+497,915015,3650.15%+15,365
DIVERSIFIED ENERGY COMPANY P02,750,789+2,750,789046,3020.45%+46,302
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 INC0628,709+628,709023,6960.23%+23,696
AXALTA COATING SYS LTD(AXTA)1,196,5761,620,459+423,88343,30455,4520.54%+12,148
MANHATTAN ASSOCIATES INC(MANH)0164,559+164,559044,4700.43%+44,470
AGNICO EAGLE MINES LTD(AEM)0604,284+604,284047,2520.46%+47,252
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)0315,973+315,973018,2820.18%+18,282
WINGSTOP INC(WING)31,95580,853+48,89813,29622,9780.22%+9,683
TOAST INC(TOST)0392,853+392,853014,3190.14%+14,319
PEGASYSTEMS INC(PEGA)0227,560+227,560021,2090.21%+21,209
ATOUR LIFESTYLE HLDGS LTD(ATAT)0581,300+581,300015,6310.15%+15,631
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)01,374,464+1,374,464016,6450.16%+16,645
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)0430,001+430,001010,0020.10%+10,002
TEXAS CAP BANCSHARES INC(TCBI)0103,330+103,33008,0800.08%+8,080
CITIGROUP INC(C)0471,552+471,552033,1930.32%+33,193
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)0263,800+263,800010,1250.10%+10,125
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)0114,184+114,184016,8890.16%+16,889
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)043,421+43,421024,8640.24%+24,864
JPMORGAN CHASE & CO.(JPM)0201,735+201,735048,3580.47%+48,358
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 CORP(TMHC)095,804+95,80405,8640.06%+5,864
BRIGHT HORIZONS FAM SOL IN D(BFAM)047,020+47,02005,2120.05%+5,212
RUSH STREET INTERACTIVE INC(RSI)0884,913+884,913012,1410.12%+12,141
RINGCENTRAL INC(RNG)1,010,9261,058,753+47,82731,97637,0670.36%+5,091
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