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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 6 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TRTX TPG RE FIN TR INC Real Estate 166,089.0 $1.4M 0.01% NEW $8.37 -6.6%
102 ICFI ICF INTL INC Industrials 18,174.0 $1.3M 0.01% NEW $72.86 +21.9%
103 AHCO ADAPTHEALTH CORP Healthcare 122,433.0 $1.3M 0.01% NEW $10.42 -46.0%
104 ON ON SEMICONDUCTOR CORP Technology 13,029.0 $1.2M 0.01% NEW $94.54 -23.9%
105 PENN PENN ENTERTAINMENT INC Consumer Cyclical 56,681.0 $1.2M 0.01% NEW $21.36 -14.5%
106 COHR COHERENT CORP Technology 3,028.0 $1.2M 0.01% NEW $394.47 -30.2%
107 ORBS EIGHTCO HOLDINGS INC Technology 1,671,174.0 $1.2M 0.01% NEW $0.70 +20.8%
108 TRNO TERRENO RLTY CORP Real Estate 17,327.0 $1.1M 0.01% NEW $64.77 +6.4%
109 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 12,989.0 $1.1M 0.01% NEW $81.51 +6.4%
110 ABX ABACUS GLOBAL MGMT INC Financial Services 89,941.0 $963K 0.01% NEW $10.71 -10.3%
111 RRX REGAL REXNORD CORPORATION Industrials 3,733.0 $889K 0.00% NEW $238.19 -31.7%
112 PRME PRIME MEDICINE INC Healthcare 209,490.0 $773K 0.00% NEW $3.69 -11.9%
113 OMER OMEROS CORP Healthcare 76,186.0 $725K 0.00% NEW $9.51 +103.2%
114 BKH BLACK HILLS CORP Utilities 9,294.0 $691K 0.00% NEW $74.40 -3.2%
115 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 11,479.0 $657K 0.00% NEW $57.22 +13.7%
116 WEX WEX INC Technology 3,989.0 $563K 0.00% NEW $141.09 +44.1%
117 KRMN KARMAN HLDGS INC Industrials 8,658.0 $432K 0.00% NEW $49.92 +2.9%
118 MKSI MKS INC. Technology 813.0 $362K 0.00% NEW $444.80 -39.5%
119 PRAXIS PRECISION MEDICINES I 1,052.0 $352K 0.00% NEW $334.79
120 PFS PROVIDENT FINL SVCS INC Financial Services 14,691.0 $347K 0.00% NEW $23.64 -0.3%
Page 6 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%