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Jupiter Asset Management Ltd

Quarter-over-quarter position changes

536 changes

ActionCompanyQuarter ↓Δ sharesΔ %Held afterFlowImpact
AddedMICROSOFT CORPMar 31, 2026+1,088,191+141%1,857,842$396.77Mhigh
AddedAlphabet Inc.Mar 31, 2026+1,116,271+183%1,726,777$308.36Mhigh
AddedAmazon.com IncMar 31, 2026+1,204,081+139%2,071,093$244.25Mhigh
AddedBroadcom Inc.Mar 31, 2026+702,607+114%1,319,593$211.27Mhigh
NewComcast Corp.Mar 31, 2026+6,444,511New6,444,511$185.02Mhigh
TrimmedCITIGROUP INCMar 31, 2026-1,621,496-82%362,069$183.89Mhigh
AddedSalesforce IncMar 31, 2026+940,809>1000%1,025,168$175.62Mhigh
TrimmedJOHNSON & JOHNSONMar 31, 2026-729,751-91%74,205$175.54Mhigh
AddedFORD MOTOR COMar 31, 2026+12,979,930>1000%13,016,206$149.79Mhigh
AddedCME Group IncMar 31, 2026+506,967+586%593,525$149.27Mhigh
NewCOCA COLA COMar 31, 2026+1,932,167New1,932,167$145.66Mhigh
AddedVisa IncMar 31, 2026+466,273+189%713,071$139.00Mhigh
NewS&P Global Inc.Mar 31, 2026+319,570New319,570$131.83Mhigh
NewTradeweb Markets Inc.Mar 31, 2026+1,133,172New1,133,172$130.93Mhigh
AddedAgilent Technologies IncMar 31, 2026+1,124,313+225%1,623,406$125.76Mhigh
NewIntercontinental Exchange, Inc.Mar 31, 2026+796,744New796,744$123.51Mhigh
TrimmedVICI PROPERTIES INC.Mar 31, 2026-4,432,852-98%111,840$121.11Mhigh
NewZoetis Inc.Mar 31, 2026+1,037,050New1,037,050$119.58Mhigh
AddedNVIDIA CorpMar 31, 2026+675,956+23%3,667,042$116.47Mhigh
NewSTRYKER CORPMar 31, 2026+360,452New360,452$116.26Mhigh
AddedDOLLAR GENERAL CORPMar 31, 2026+970,686+254%1,353,322$115.25Mhigh
NewArthur J. Gallagher & Co.Mar 31, 2026+531,235New531,235$113.22Mhigh
NewTHERMO FISHER SCIENTIFIC INC.Mar 31, 2026+234,020New234,020$111.05Mhigh
AddedMastercard IncMar 31, 2026+223,339+217%326,288$109.74Mhigh
NewTJX Cos Inc/TheMar 31, 2026+698,805New698,805$107.61Mhigh
NewMARSH & MCLENNAN COMPANIES, INC.Mar 31, 2026+622,465New622,465$107.45Mhigh
AddedDANAHER CORP /DEMar 31, 2026+572,247+222%830,160$105.45Mhigh
AddedDOLLAR TREE, INC.Mar 31, 2026+949,089+446%1,161,883$103.93Mhigh
NewO REILLY AUTOMOTIVE INCMar 31, 2026+1,110,196New1,110,196$101.03Mhigh
AddedIllumina IncMar 31, 2026+816,436+301%1,087,790$100.63Mhigh
AddedInsulet CorpMar 31, 2026+475,438+203%709,902$99.77Mhigh
NewSempraMar 31, 2026+1,001,487New1,001,487$97.31Mhigh
NewAMPHENOL CORP /DEMar 31, 2026+786,882New786,882$96.67Mhigh
AddedTEXAS INSTRUMENTS INCMar 31, 2026+512,321+172%809,544$96.17Mhigh
NewINTUIT INC.Mar 31, 2026+221,082New221,082$93.75Mhigh
NewPTC IncMar 31, 2026+672,986New672,986$93.40Mhigh
AddedSYNOPSYS INCMar 31, 2026+242,555+537%287,749$92.47Mhigh
NewINGERSOLL-RAND INCMar 31, 2026+1,193,664New1,193,664$90.84Mhigh
AddedVERIZON COMMUNICATIONS INCMar 31, 2026+1,807,100>1000%1,812,292$90.72Mhigh
NewAlly Financial Inc.Mar 31, 2026+2,247,745New2,247,745$88.18Mhigh
AddedCH Robinson Worldwide IncMar 31, 2026+526,515+274%718,534$87.44Mhigh
ExitedFIRST HORIZON CORPMar 31, 2026-3,653,460-100%0$87.32Mhigh
NewUnited Rentals IncMar 31, 2026+117,186New117,186$85.38Mhigh
AddedLyft, Inc.Mar 31, 2026+6,321,727+159%10,292,006$84.08Mhigh
New05534B760Mar 31, 2026+3,332,879New3,332,879$83.83Mhigh
AddedVALLEY NATIONAL BANCORPMar 31, 2026+6,814,288>1000%6,885,523$83.68Mhigh
AddedAlphabet Inc.Mar 31, 2026+289,351+50%870,179$83.21Mhigh
AddedROPER TECHNOLOGIES INCMar 31, 2026+232,896+656%268,402$80.97Mhigh
ExitedUber Technologies, IncMar 31, 2026-975,165-100%0$79.68Mhigh
ExitedRalph Lauren CorpMar 31, 2026-223,538-100%0$79.05Mhigh
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