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Portfolio (Quarterly) Guide ↗

JUPITER ASSET MANAGEMENT LTD

· CIK 0001215838
13F Portfolio $20.2B AUM 769 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 166 New 152 Added 161 Reduced 110 Exited
Page 7 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FSM FORTUNA MNG CORP Basic Materials 1,307,221.0 $11.0M 0.06% +598K +84.4% $8.45 +47.3%
122 BTG B2GOLD CORP Basic Materials 2,889,304.0 $10.8M 0.05% +975K +50.9% $3.75 +56.5%
123 NWN NORTHWEST NAT HLDG CO Utilities 214,950.0 $10.5M 0.05% +27K +14.1% $49.06 +1.8%
124 ENR ENERGIZER HLDGS INC Industrials 459,544.0 $9.9M 0.05% +290K +171.2% $21.44 +2.3%
125 VSNT VERSANT MEDIA GROUP INC Industrials 265,933.0 $9.6M 0.05% +55K +26.1% $36.01 +10.7%
126 MLKN MILLERKNOLL INC Consumer Cyclical 442,276.0 $9.0M 0.04% +191K +75.8% $20.46 +13.6%
127 COTY COTY INC Consumer Defensive 4,160,633.0 $9.0M 0.04% +1.9M +82.9% $2.16 +23.6%
128 EXPE EXPEDIA GROUP INC Consumer Cyclical 33,929.0 $8.7M 0.04% +21K +161.2% $255.88 +32.1%
129 BMY BRISTOL-MYERS SQUIBB CO Healthcare 132,573.0 $7.6M 0.04% +129K +3354.2% $57.62 +17.9%
130 GNW GENWORTH FINL INC Financial Services 799,036.0 $7.6M 0.04% +117K +17.1% $9.47 +4.1%
131 CXM SPRINKLR INC Technology 1,435,621.0 $7.4M 0.04% +730K +103.5% $5.16 +44.8%
132 OI O-I GLASS INC Consumer Cyclical 760,213.0 $7.3M 0.04% +703K +1236.3% $9.63 -22.0%
133 ENERFLEX LTD 247,516.0 $6.1M 0.03% +146K +143.5% $24.55
134 BLBD BLUE BIRD CORP Consumer Cyclical 76,260.0 $6.0M 0.03% +1K +1.4% $78.96 -25.7%
135 WLY WILEY JOHN & SONS INC Communication Services 123,682.0 $6.0M 0.03% +83K +204.1% $48.51 +11.1%
136 LITHIUM AMERS CORP NEW 1,554,895.0 $6.0M 0.03% +263K +20.4% $3.85
137 FLYW FLYWIRE CORPORATION Technology 338,574.0 $5.9M 0.03% +209K +160.9% $17.57 +9.3%
138 INVX INNOVEX INTERNATIONAL INC Energy 230,882.0 $5.7M 0.03% +23K +10.9% $24.80 +15.6%
139 DLX DELUXE CORP MEDIUM TERM NTS Communication Services 207,982.0 $5.0M 0.03% +2K +0.9% $23.88 +0.2%
140 AMT AMERICAN TOWER CORP Real Estate 23,440.0 $3.7M 0.02% +1K +4.7% $159.39 +12.0%
Page 7 of 8  ·  152 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.2%
Financial Services 16.1%
Healthcare 13.1%
Consumer Cyclical 9.3%
Industrials 8.0%
Communication Services 7.8%
Consumer Defensive 5.6%
Basic Materials 5.2%
Utilities 2.8%
Real Estate 1.7%