Pricing

JUPITER INVESTMENT MANAGEMENT LTD

0 followers ·
LONDON X0 Investment Advisor Hedge Fund
13F Summary
Jupiter Investment Management LTD is based out of London. Jupiter Investment Management LTD is a hedge fund Whalewisdom has at least 82 13F filings, 2 13G filings, and 1 Form 4 filings

2024-03-31

Top Buys (13F)

Name % Change
AAPL Apple Inc 4.59%
CAT Caterpillar Inc. 1.21%
CMCSA Comcast Corp. Class 1.2%
NFLX Netflix Inc 1.19%
XEL Xcel Energy Inc. (No 1.11%

2024-03-31

Top Sells (13F)

Name % Change
DBX Dropbox Inc 0.49%
OGE OGE Energy Corp. (Ok 0.46%
TSLA Tesla Inc 0.4%
JNJ Johnson & Johnson Co 0.27%
HD Home Depot, Inc. (Th 0.25%

2024-03-31

13F Holdings Summary

Name $ Change
AAPL Apple Inc 4.86%
MSFT Microsoft Corp. 3.95%
NVDA NVIDIA Corp. 2.98%
AMZN Amazon.com Inc. 1.85%
META Meta Platforms Inc 1.84%
All or part of JUPITER INVESTMENT MANAGEMENT LTD 13F disclosures were filed under a combined 13F through JUPITER ASSET MANAGEMENT LTD
for 2024-03-31

2024-03-31

13F Activity

Market Value $5.94b, Prior: $6.64b
Inflows (Outflows) as % of Total MV +8.0076%
New Purchases 66 stocks
Added To 120 stocks
Sold out of 0 stocks
Reduced holdings in 111 stocks
Top 10 Holdings % 22.26%
Turnover %[1] 20.37%
Turnover Alt %[2] 19.16%
Time Held Top 20 2.1 quarters
Time Held Top 10 2.6 quarters
Time Held All 2.63 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2024-03-31

13F Sector Allocation Over Time

2024-03-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-03-31

Portfolio Performance