HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
1,761,091 | -4,907 | $339,063 |
| AAPL | 1,761,091 | -4,907 | $339,063 |
| INTEL CORP |
5,978,300 | -3,065,396 | $300,410 |
| INTC | 5,978,300 | -3,065,396 | $300,410 |
| MICROSOFT CORP |
796,103 | +4,523 | $299,367 |
| MSFT | 796,103 | +4,523 | $299,367 |
| HARLEY DAVIDSON INC |
6,630,769 | +1,275,265 | $244,278 |
| HOG | 6,630,769 | +1,275,265 | $244,278 |
| WESTERN UN CO |
19,262,769 | +1,408,108 | $229,612 |
| WU | 19,262,769 | +1,408,108 | $229,612 |
| KYNDRYL HLDGS INC |
10,772,282 | -3,752,414 | $223,848 |
| KD | 10,772,282 | -3,752,414 | $223,848 |
| VISA INC |
696,069 | -64,865 | $181,222 |
| V | 696,069 | -64,865 | $181,222 |
| NVIDIA CORPORATION |
351,991 | +144,117 | $174,313 |
| NVDA | 351,991 | +144,117 | $174,313 |
| ALPHABET INC |
1,220,969 | -34,326 | $170,557 |
| GOOGL | 1,220,969 | -34,326 | $170,557 |
| META PLATFORMS INC |
478,686 | -25,447 | $169,436 |
| META | 478,686 | -25,447 | $169,436 |
| ADOBE INC |
271,693 | -16,686 | $162,092 |
| ADBE | 271,693 | -16,686 | $162,092 |
| AMAZON COM INC |
792,816 | +15,047 | $120,460 |
| AMZN | 792,816 | +15,047 | $120,460 |
| MOLSON COORS BEVERAGE CO |
1,803,020 | +713,020 | $110,363 |
| TAP | 1,803,020 | +713,020 | $110,363 |
| ALPHABET INC |
692,232 | +406 | $97,556 |
| GOOG | 692,232 | +406 | $97,556 |
 BOOKING HOLDINGS INC |
$96,337 | ||
| BKNG | 26,496 | +7,363 | $93,987 |
| NOTE 0 | 1,250,000 | -250,000 | $2,350 |
| RALPH LAUREN CORP |
663,330 | -15,478 | $95,652 |
| RL | 663,330 | -15,478 | $95,652 |
| CRH PLC |
1,344,752 | -469,113 | $92,743 |
| CRH | 1,344,752 | -469,113 | $92,743 |
| BARRICK GOLD CORP |
4,940,134 | +113,783 | $89,528 |
| GOLD | 4,940,134 | +113,783 | $89,528 |
| COMCAST CORP NEW |
1,965,102 | +425,054 | $86,170 |
| CMCSA | 1,965,102 | +425,054 | $86,170 |
| DOCUSIGN INC |
1,447,190 | +102,487 | $86,035 |
| DOCU | 1,447,190 | +102,487 | $86,035 |
| MASTERCARD INCORPORATED |
177,749 | -5,251 | $75,812 |
| MA | 177,749 | -5,251 | $75,812 |
| DELTA AIR LINES INC DEL |
1,853,645 | +613,498 | $74,572 |
| DAL | 1,853,645 | +613,498 | $74,572 |
| TOLL BROTHERS INC |
712,237 | +57,062 | $73,211 |
| TOL | 712,237 | +57,062 | $73,211 |
| AVALONBAY CMNTYS INC |
388,231 | +228,397 | $72,685 |
| AVB | 388,231 | +228,397 | $72,685 |
| FLEETCOR TECHNOLOGIES INC |
256,839 | +12,235 | $72,585 |
| FLT | 256,839 | +12,235 | $72,585 |
| ELECTRONIC ARTS INC |
530,286 | -38,888 | $72,548 |
| EA | 530,286 | -38,888 | $72,548 |
| VISTRA CORP |
1,870,084 | +145,598 | $72,036 |
| VST | 1,870,084 | +145,598 | $72,036 |
| INCYTE CORP |
1,093,478 | +280,559 | $68,659 |
| INCY | 1,093,478 | +280,559 | $68,659 |
| ACCENTURE PLC IRELAND |
194,583 | -15,656 | $68,281 |
| ACN | 194,583 | -15,656 | $68,281 |
| AMERICAN HOMES 4 RENT |
1,896,018 | +1,691,783 | $68,181 |
| AMH | 1,896,018 | +1,691,783 | $68,181 |
| CADENCE DESIGN SYSTEM INC |
248,517 | -85,999 | $67,689 |
| CDNS | 248,517 | -85,999 | $67,689 |
| ZOOM VIDEO COMMUNICATIONS IN |
940,535 | +108,324 | $67,634 |
| ZM | 940,535 | +108,324 | $67,634 |
| NETFLIX INC |
136,591 | -82,643 | $66,503 |
| NFLX | 136,591 | -82,643 | $66,503 |
| VERTEX PHARMACEUTICALS INC |
163,416 | +117,210 | $66,492 |
| VRTX | 163,416 | +117,210 | $66,492 |
| EVEREST GROUP LTD |
186,854 | +186,854 | $66,068 |
| EG | 186,854 | +186,854 | $66,068 |
| RENAISSANCERE HLDGS LTD |
327,237 | -60,824 | $64,138 |
| RNR | 327,237 | -60,824 | $64,138 |
| THE CIGNA GROUP |
213,756 | +213,756 | $64,009 |
| CI | 213,756 | +213,756 | $64,009 |
| SALLY BEAUTY HLDGS INC |
4,388,147 | +400,000 | $58,275 |
| SBH | 4,388,147 | +400,000 | $58,275 |
| PULTE GROUP INC |
556,284 | -88,708 | $57,420 |
| PHM | 556,284 | -88,708 | $57,420 |
| LAM RESEARCH CORP |
71,652 | +3,719 | $56,122 |
| LRCX | 71,652 | +3,719 | $56,122 |
| BANK OZK LITTLE ROCK ARK |
1,118,900 | +33,532 | $55,755 |
| OZK | 1,118,900 | +33,532 | $55,755 |
| EOG RES INC |
459,578 | +106,654 | $55,586 |
| EOG | 459,578 | +106,654 | $55,586 |
| MCKESSON CORP |
116,728 | +71,742 | $54,043 |
| MCK | 116,728 | +71,742 | $54,043 |
| LAMB WESTON HLDGS INC |
497,984 | +235,663 | $53,827 |
| LW | 497,984 | +235,663 | $53,827 |
| PUBLIC SVC ENTERPRISE GRP IN |
878,916 | +831,456 | $53,746 |
| PEG | 878,916 | +831,456 | $53,746 |
| MEDPACE HLDGS INC |
174,747 | +111,510 | $53,565 |
| MEDP | 174,747 | +111,510 | $53,565 |
| AGILENT TECHNOLOGIES INC |
383,331 | -17,563 | $53,295 |
| A | 383,331 | -17,563 | $53,295 |
| DROPBOX INC |
$53,231 | ||
| DBX | 1,712,222 | -92,865 | $50,476 |
| NOTE 3 0 | 2,750,000 | -500,000 | $2,755 |
| US FOODS HLDG CORP |
1,146,874 | -202,780 | $52,080 |
| USFD | 1,146,874 | -202,780 | $52,080 |
| TEREX CORP NEW |
905,650 | +269,210 | $52,039 |
| TEX | 905,650 | +269,210 | $52,039 |
See Full List: All Stocks Held By Jupiter Asset Management Ltd.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Jupiter Asset Management Ltd.
|
Size ($ in 1000's)
At 12/31/2023: $10,089,791 At 09/30/2023: $9,036,813 Combined Holding Report Includes:
Jupiter Asset Management Ltd. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Jupiter Asset Management Ltd. 13F filings. Link to 13F filings: SEC filings |
