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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 3 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RLAY RELAY THERAPEUTICS INC Healthcare 719,576.0 $13.5M 0.07% NEW $18.71 +5.6%
42 NWSA NEWS CORP NEW Communication Services 539,578.0 $13.4M 0.07% NEW $24.83 +23.9%
43 SUNSHINE SILVER MNG & REFNG 950,000.0 $12.6M 0.06% NEW $13.22
44 BALL BALL CORP Consumer Cyclical 193,724.0 $12.1M 0.06% NEW $62.40 +3.2%
45 GPRE GREEN PLAINS INC Basic Materials 779,335.0 $12.0M 0.06% NEW $15.38 -2.7%
46 HSIC SCHEIN HENRY INC Healthcare 133,751.0 $11.2M 0.06% NEW $83.52 +7.2%
47 GOLD GOLD COM INC Financial Services 251,086.0 $10.4M 0.05% NEW $41.61 +10.1%
48 SONO SONOS INC Technology 763,434.0 $10.3M 0.05% NEW $13.53 +13.9%
49 NVAX NOVAVAX INC Healthcare 1,070,232.0 $10.1M 0.05% NEW $9.42 -5.9%
50 AA ALCOA CORP Basic Materials 181,880.0 $9.5M 0.05% NEW $52.14 -5.3%
51 GPN GLOBAL PMTS INC Industrials 126,865.0 $9.2M 0.05% NEW $72.56 +30.0%
52 FCFS FIRSTCASH HOLDINGS INC Financial Services 42,406.0 $9.2M 0.05% NEW $216.32 +9.3%
53 LWLG LIGHTWAVE LOGIC INC Basic Materials 932,787.0 $8.8M 0.04% NEW $9.46 -38.6%
54 TAL TAL ED GROUP Consumer Defensive 912,400.0 $8.7M 0.04% NEW $9.57 +20.0%
55 AUB ATLANTIC UN BANKSHARES CORP Financial Services 198,595.0 $8.4M 0.04% NEW $42.31 -3.3%
56 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 197,149.0 $8.1M 0.04% NEW $41.03 -11.8%
57 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 366,568.0 $8.0M 0.04% NEW $21.86 -10.5%
58 NEO NEOGENOMICS INC Healthcare 537,487.0 $7.8M 0.04% NEW $14.59 +12.5%
59 SVM SILVERCORP METALS INC Basic Materials 753,844.0 $7.6M 0.04% NEW $10.12 +25.0%
60 BLOCK INC 96,842.0 $7.4M 0.04% NEW $76.00
Page 3 of 9  ·  166 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%