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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 15 of 27  ·  537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 NAVI NAVIENT CORPORATION Financial Services 1,479,131.0 $12.6M 0.06% +300K +25.4% $8.51 +11.3%
282 SUNSHINE SILVER MNG & REFNG 950,000.0 $12.6M 0.06% NEW $13.22
283 AZTA AZENTA INC Healthcare 474,181.0 $12.1M 0.06% +322K +212.4% $25.52 +28.8%
284 BALL BALL CORP Consumer Cyclical 193,724.0 $12.1M 0.06% NEW $62.40 +3.2%
285 GPRE GREEN PLAINS INC Basic Materials 779,335.0 $12.0M 0.06% NEW $15.38 -2.7%
286 AQN ALGONQUIN POWER & UTILITIES Utilities 2,019,617.0 $11.9M 0.06% $5.88 -3.2%
287 ACAD ACADIA PHARMACEUTICALS INC Healthcare 458,466.0 $11.6M 0.06% -33K -6.6% $25.30 +17.2%
288 CGAU CENTERRA GOLD INC Basic Materials 705,228.0 $11.2M 0.06% +370K +110.3% $15.85 +48.1%
289 HSIC SCHEIN HENRY INC Healthcare 133,751.0 $11.2M 0.06% NEW $83.52 +7.2%
290 OSK OSHKOSH CORP Industrials 72,643.0 $11.1M 0.06% +5K +7.5% $153.48 +1.9%
291 FSM FORTUNA MNG CORP Basic Materials 1,307,221.0 $11.0M 0.06% +598K +84.4% $8.45 +44.2%
292 BL BLACKLINE INC Technology 389,394.0 $10.9M 0.05% $28.07 +13.9%
293 BTG B2GOLD CORP Basic Materials 2,889,304.0 $10.8M 0.05% +975K +50.9% $3.75 +52.5%
294 NWN NORTHWEST NAT HLDG CO Utilities 214,950.0 $10.5M 0.05% +27K +14.1% $49.06 +2.4%
295 GOLD GOLD COM INC Financial Services 251,086.0 $10.4M 0.05% NEW $41.61 +10.1%
296 CSCO CISCO SYS INC Technology 88,219.0 $10.4M 0.05% -27K -23.3% $117.62 -6.3%
297 SONO SONOS INC Technology 763,434.0 $10.3M 0.05% NEW $13.53 +13.9%
298 NVAX NOVAVAX INC Healthcare 1,070,232.0 $10.1M 0.05% NEW $9.42 -5.9%
299 MIDD MIDDLEBY CORP Industrials 58,570.0 $10.1M 0.05% -11K -16.3% $172.01 -33.0%
300 ENR ENERGIZER HLDGS INC Industrials 459,544.0 $9.9M 0.05% +290K +171.2% $21.44 +0.2%
Page 15 of 27  ·  537 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%