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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 16 of 27  ·  537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 EGBN EAGLE BANCORPORATION INC Financial Services 344,614.0 $9.8M 0.05% $28.39 -1.0%
302 VSNT VERSANT MEDIA GROUP INC Industrials 265,933.0 $9.6M 0.05% +55K +26.1% $36.01 +9.2%
303 XOM EXXON MOBIL CORP Energy 69,601.0 $9.5M 0.05% -20K -22.1% $136.72 +20.0%
304 AA ALCOA CORP Basic Materials 181,880.0 $9.5M 0.05% NEW $52.14 -5.3%
305 ACADIAN ASSET MANAGEMENT INC 131,673.0 $9.4M 0.05% $71.52
306 GPN GLOBAL PMTS INC Industrials 126,865.0 $9.2M 0.05% NEW $72.56 +30.0%
307 FCFS FIRSTCASH HOLDINGS INC Financial Services 42,406.0 $9.2M 0.05% NEW $216.32 +9.3%
308 MLKN MILLERKNOLL INC Consumer Cyclical 442,276.0 $9.0M 0.04% +191K +75.8% $20.46 +13.2%
309 COTY COTY INC Consumer Defensive 4,160,633.0 $9.0M 0.04% +1.9M +82.9% $2.16 +29.2%
310 LWLG LIGHTWAVE LOGIC INC Basic Materials 932,787.0 $8.8M 0.04% NEW $9.46 -38.6%
311 TAL TAL ED GROUP Consumer Defensive 912,400.0 $8.7M 0.04% NEW $9.57 +20.0%
312 EXPE EXPEDIA GROUP INC Consumer Cyclical 33,929.0 $8.7M 0.04% +21K +161.2% $255.88 +32.5%
313 IDCC INTERDIGITAL INC Technology 30,624.0 $8.7M 0.04% -1K -3.2% $283.13 +20.5%
314 INTU INTUIT Technology 32,880.0 $8.6M 0.04% -188K -85.1% $261.00 +41.7%
315 ARRY ARRAY TECHNOLOGIES INC Energy 1,149,500.0 $8.5M 0.04% -21K -1.8% $7.41 -38.3%
316 AUB ATLANTIC UN BANKSHARES CORP Financial Services 198,595.0 $8.4M 0.04% NEW $42.31 -3.3%
317 HCSG HEALTHCARE SVCS GROUP INC Healthcare 338,338.0 $8.3M 0.04% $24.56 -7.2%
318 RHI ROBERT HALF INC. Industrials 263,760.0 $8.1M 0.04% $30.70 +47.0%
319 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 197,149.0 $8.1M 0.04% NEW $41.03 -11.8%
320 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 366,568.0 $8.0M 0.04% NEW $21.86 -10.5%
Page 16 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%