Skip to content

JUPITER ASSET MANAGEMENT LTD

Follow

13F filer, CIK 1215838, London, United Kingdom

JUPITER ASSET MANAGEMENT LTD reported $20,150,957,663 across 537 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-10. Its ten largest share positions make up 22.37% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001171843-26-005368

Period
2026-06-30
Reported value
$20.2B
Holdings
537
Top 10 weight
22.37%
New
166
Sold out
110

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GILDadded+1,153,388$146M
KRadded+2,198,603$122M
NFLXadded+1,639,527$118M
AVGOadded+281,798$106M
TDadded+789,261$95.9M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
Freduced-12,991,747-$181M
MSFTreduced-395,151-$146M
MUreduced-116,996-$135M
HALOreduced-1,510,447-$118M
ARexited-2,265,082-$96.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Back to all 537 share positions

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ARANTERO RESOURCES CORP2,265,082$96.1Mshares
ROPROPER TECHNOLOGIES INC268,402$93.3Mshares
URIUNITED RENTALS INC117,186$85.4Mshares
BCEBCE INC3,332,879$83.8Mshares
ORLAORLA MNG LTD NEW4,247,267$68.1Mshares
STTSTATE STR CORP527,840$66.8Mshares
BABOEING CO328,806$65.4Mshares
HUMHUMANA INC336,544$58.4Mshares
GENGEN DIGITAL INC2,942,876$55.4Mshares
SLFSUN LIFE FINANCIAL INC.852,474$53.2Mshares
FLGFLAGSTAR BANK NATIONAL ASSOC3,529,573$46.5Mshares
VZLAVIZSLA SILVER CORP13,973,502$46.2Mshares
HWMHOWMET AEROSPACE INC177,869$41Mshares
NFGNATIONAL FUEL GAS CO409,457$38.5Mshares
NRGNRG ENERGY INC254,834$37.2Mshares
CELHCELSIUS HLDGS INC954,125$33.9Mshares
BNSBANK NOVA SCOTIA B C468,719$32.4Mshares
HRBBLOCK H & R INC890,538$28.3Mshares
WWDWOODWARD INC69,257$24.8Mshares
IRDMIRIDIUM COMMUNICATIONS INC893,282$24.8Mshares
IBMINTERNATIONAL BUSINESS MACHS101,996$24.7Mshares
ETSYETSY INC456,718$22.8Mshares
TIGRUP FINTECH HLDG LTD3,539,739$22.3Mshares
CITHE CIGNA GROUP82,624$22Mshares
DARDARLING INGREDIENTS INC318,409$19.7Mshares
MURMURPHY OIL CORP469,750$19.4Mshares
DVNDEVON ENERGY CORP NEW376,699$19Mshares
HALHALLIBURTON CO468,756$18.3Mshares
CROXCROCS INC214,333$17.8Mshares
ELFE L F BEAUTY INC279,902$17Mshares
TDGTRANSDIGM GROUP INC13,693$15.9Mshares
GTXGARRETT MOTION INC858,601$15.6Mshares
BWABORGWARNER INC282,052$15.3Mshares
OSCROSCAR HEALTH INC1,333,869$15.3Mshares
URBNURBAN OUTFITTERS INC237,868$15.1Mshares
COURCOURSERA INC2,461,759$14.3Mshares
OMCOMNICOM GROUP INC188,829$14.2Mshares
AALAMERICAN AIRLINES GROUP INC1,307,613$14Mshares
EBAYEBAY INC.151,911$13.8Mshares
UUNITY SOFTWARE INC616,880$13.5Mshares
EXPDEXPEDITORS INTL WASH INC93,481$13.4Mshares
SEDGSOLAREDGE TECHNOLOGIES INC224,701$11.5Mshares
CARAVIS BUDGET GROUP INC77,647$11.3Mshares
TTDTHE TRADE DESK INC448,510$10.2Mshares
EGOELDORADO GOLD CORP NEW282,641$9.67Mshares
REZIRESIDEO TECHNOLOGIES INC281,842$9.5Mshares
CNCCENTENE CORP DEL285,457$9.35Mshares
PMPHILIP MORRIS INTL INC55,543$9.18Mshares
GTGOODYEAR TIRE & RUBR CO1,355,947$8.99Mshares
RAMPLIVERAMP HLDGS INC333,437$8.84Mshares
IFFINTERNATIONAL FLAVORS&FRAGRA112,677$8.17Mshares
BFHBREAD FINANCIAL HOLDINGS INC106,163$7.95Mshares
PTONPELOTON INTERACTIVE INC1,818,417$7.8Mshares
CPRXCATALYST PHARMACEUTICALS INC274,419$6.79Mshares
ROKUROKU INC66,103$6.25Mshares
TDWTIDEWATER INC NEW71,835$6Mshares
ASANASANA INC814,179$5.21Mshares
WABCWESTAMERICA BANCORPORATION97,707$5.1Mshares
TENBTENABLE HLDGS INC275,229$4.66Mshares
SBETSHARPLINK INC697,585$4.5Mshares
OZKBANK OZK LITTLE ROCK ARK89,627$4.11Mshares
DNOWDNOW INC334,385$3.98Mshares
BGCBGC GROUP INC370,376$3.62Mshares
WMGWARNER MUSIC GROUP CORP136,992$3.5Mshares
OCFCOCEANFIRST FINL CORP183,046$3.3Mshares
CNOCNO FINL GROUP INC75,184$3.09Mshares
VICIVICI PPTYS INC111,840$3.06Mshares
HCIHCI GROUP INC19,193$2.97Mshares
GAPGAP INC120,871$2.93Mshares
SKYDPARAMOUNT SKYDANCE CORP310,899$2.8Mshares
PDDPDD HOLDINGS INC26,973$2.76Mshares
ENPHENPHASE ENERGY INC72,487$2.74Mshares
SNOWSNOWFLAKE INC17,878$2.7Mshares
SAICSCIENCE APPLICATIONS INTL CO27,059$2.57Mshares
PBIPITNEY BOWES INC220,785$2.44Mshares
NICNICOLET BANKSHARES INC16,080$2.39Mshares
AVAAVISTA CORP58,057$2.33Mshares
FMCFMC CORP124,582$2.15Mshares
CCICROWN CASTLE INC25,451$2.07Mshares
CVSCVS HEALTH CORP28,647$2.06Mshares
SDGRSCHRODINGER INC171,688$1.95Mshares
MLCOMELCO RESORTS AND ENTMNT LTD320,600$1.82Mshares
NHINATIONAL HEALTH INVS INC22,262$1.8Mshares
TCOMTRIP COM GROUP LTD30,185$1.5Mshares
BKUBANKUNITED INC32,668$1.48Mshares
WERNWERNER ENTERPRISES INC49,170$1.45Mshares
AREALEXANDRIA REAL ESTATE EQ IN29,635$1.38Mshares
DINOHF SINCLAIR CORP21,755$1.36Mshares
SSRMSSR MINING IN44,338$1.3Mshares
LEVILEVI STRAUSS & CO NEW69,875$1.29Mshares
BRBRBELLRING BRANDS INC73,802$1.19Mshares
SAROSTANDARDAERO INC45,909$1.19Mshares
UBSIUNITED BANKSHARES INC WEST V27,107$1.12Mshares
WORWORTHINGTON ENTERPRISES INC19,670$1.03Mshares
ALITALIGHT INC1,606,897$936Kshares
BOXBOX INC36,764$869Kshares
KOSKOSMOS ENERGY LTD261,059$726Kshares
TALOTALOS ENERGY INC44,602$703Kshares
FISFIDELITY NATL INFORMATION SV12,518$587Kshares
BNLBROADSTONE NET LEASE INC31,696$579Kshares
COFCAPITAL ONE FINL CORP3,069$560Kshares
CNKCINEMARK HLDGS INC14,755$421Kshares
CTRECARETRUST REIT INC9,555$350Kshares
PAHCPHIBRO ANIMAL HEALTH CORP5,307$294Kshares
SPTSPROUT SOCIAL INC41,561$237Kshares
EOGEOG RES INC1,532$221Kshares
EXTREXTREME NETWORKS INC10,784$163Kshares
SESSES AI CORPORATION149,285$144Kshares
AVAHAVEANNA HEALTHCARE HLDGS INC10,490$67.6Kshares
WOOFPETCO HEALTH & WELLNESS CO I18,804$52.3Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001171843-26-005368 base2026-08-10acceptance time not in the bulk data set