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 |