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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 9 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BLDP BALLARD PWR SYS INC NEW Industrials 27,285.0 $106K 0.00% NEW $3.90 -38.4%
162 CRCT CRICUT INC Technology 23,719.0 $104K 0.00% NEW $4.39 +27.3%
163 NWL NEWELL BRANDS INC Consumer Defensive 14,388.0 $88K NEW $6.14 -0.8%
164 SATL SATELLOGIC INC Technology 11,490.0 $66K NEW $5.72 -0.0%
165 RWT REDWOOD TRUST INC Real Estate 10,270.0 $49K NEW $4.74 +1.3%
166 CMPX COMPASS THERAPEUTICS INC Healthcare 16,270.0 $36K NEW $2.19 +9.6%
Page 9 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%