HoldingsChannel.com
Jupiter Asset Management Ltd. Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
BARRICK GOLD CORPORATION 9,093,941 -932,733 $244,889
     GOLD9,093,941-932,733$244,889
BLOCK H & R INC 12,710,000 +1,314,000 $181,372
     HRB12,710,000+1,314,000$181,372
WESTERN UN CO 5,334,000 -879,000 $115,321
     WU5,334,000-879,000$115,321
HARLEY DAVIDSON INC 4,595,941 +390,900 $109,200
     HOG4,595,941+390,900$109,200
BOOKING HOLDINGS INC 54,160 +39,860 $86,241
     BKNG54,160+39,860$86,241
RALPH LAUREN CORP 1,124,500 +429,500 $81,526
     RL1,124,500+429,500$81,526
FIDELITY NATL INFORMATION SV 433,498 -16,260 $58,115
     FIS433,498-16,260$58,115
PAYPAL HLDGS INC 325,111 +49,583 $56,631
     PYPL325,111+49,583$56,631
VISA INC 268,477 -23,386 $51,789
     V268,477-23,386$51,789
MICROSOFT CORP 241,036 +6,326 $49,041
     MSFT241,036+6,326$49,041
SPLUNK INC      $43,294
     SPLK156,703+53,945$31,101
     NOTE 08,500,000-1,500,000$12,193
MERCADOLIBRE INC 41,486 -14,185 $40,780
     MELI41,486-14,185$40,780
MANCHESTER UTD PLC NEW 2,202,347 -799,651 $34,819
     MANU2,202,347-799,651$34,819
BLACKSTONE GROUP INC 598,928 +125,703 $33,929
     BX598,928+125,703$33,929
MOODYS CORP 121,556 +8,167 $33,389
     MCO121,556+8,167$33,389
LINDE PLC 156,737 +60,212 $33,190
     LIN156,737+60,212$33,190
TRANSUNION 380,558 +42,739 $33,124
     TRU380,558+42,739$33,124
S&P GLOBAL INC 99,633 +39,477 $32,792
     SPGI99,633+39,477$32,792
YUM CHINA HLDGS INC 663,144 -103,782 $31,857
     YUMC663,144-103,782$31,857
GLOBAL PMTS INC 178,927 -44,859 $30,344
     GPN178,927-44,859$30,344
MASTERCARD INCORPORATED 101,230 -8,117 $29,912
     MA101,230-8,117$29,912
APPLE INC 76,704 +76,704 $27,966
     AAPL76,704+76,704$27,966
PEPSICO INC 201,121 -13,462 $26,582
     PEP201,121-13,462$26,582
PALOMAR HLDGS INC 288,793 +129,572 $24,767
     PLMR288,793+129,572$24,767
TEVA PHARMACEUTICAL FIN LLC      $24,451
     DBCV 025,000,000+25,000,000$24,451
ABBOTT LABS 250,418 -136,140 $22,891
     ABT250,418-136,140$22,891
LIBERTY MEDIA CORP DEL      $22,013
     FWONK443,672-27,422$14,060
     NOTE 17,500,000UNCH$7,953
ABBVIE INC 222,286 +11,931 $21,815
     ABBV222,286+11,931$21,815
JD.COM INC 358,619 -71,634 $21,582
     JD358,619-71,634$21,582
NIKE INC 218,361 -49,854 $21,404
     NKE218,361-49,854$21,404
REPAY HLDGS CORP 829,242 +409,664 $20,424
     RPAY829,242+409,664$20,424
INTUIT 68,219 +14,791 $20,200
     INTU68,219+14,791$20,200
REGAL BELOIT CORP 228,566 UNCH $19,958
     RBC228,566UNCH$19,958
FERRARI N V 115,932 -17,912 $19,776
     RACE115,932-17,912$19,776
WASTE CONNECTIONS INC 204,853 UNCH $19,213
     WCN204,853UNCH$19,213
SMITH A O CORP 407,009 +5,231 $19,178
     AOS407,009+5,231$19,178
BAIDU INC 159,547 -12,957 $19,111
     BIDU159,547-12,957$19,111
DISNEY WALT CO 163,345 -38,375 $18,199
     DIS163,345-38,375$18,199
AMPHENOL CORP NEW 189,029 +189,029 $18,092
     APH189,029+189,029$18,092
MSCI INC 52,204 +909 $17,426
     MSCI52,204+909$17,426
MICROCHIP TECHNOLOGY INC.      $17,269
     NOTE 17,500,000+7,500,000$11,048
     MCHP59,073+59,073$6,221
ITRON INC 259,321 UNCH $17,149
     ITRI259,321UNCH$17,149
LOCKHEED MARTIN CORP 46,962 -5,455 $17,134
     LMT46,962-5,455$17,134
TRADEWEB MKTS INC 293,577 +293,577 $17,063
     TW293,577+293,577$17,063
BROOKFIELD RENEWABLE PARTNER 343,918 +265,856 $16,466
     BEP343,918+265,856$16,466
APPLIED MATLS INC 271,506 -136,224 $16,402
     AMAT271,506-136,224$16,402
VIPSHOP HOLDINGS LIMITED 806,647 -154,204 $16,052
     VIPS806,647-154,204$16,052
INTERCONTINENTAL EXCHANGE IN (ICE) 169,887 +131,893 $15,550
     ICE169,887+131,893$15,550
IHS MARKIT LTD 204,935 +54,951 $15,471
     INFO204,935+54,951$15,471
PALO ALTO NETWORKS INC      $15,409
     NOTE 010,500,000+10,500,000$11,291
     PANW17,959+17,959$4,118

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 06/30/2020: $2,999,651
At 03/31/2020: $2,310,690

Combined Holding Report Includes:
JUPITER ASSET MANAGEMENT LTD
NZS Capital LLC

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

Jupiter Asset Management Ltd. Top Holdings 13F Filings | www.HoldingsChannel.com

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