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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 18 of 27  ·  537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 IMAX IMAX CORP Communication Services 172,255.0 $6.9M 0.03% $39.86 +37.5%
342 SUNC SUNOCOCORP LLC Energy 100,534.0 $6.8M 0.03% -14K -12.3% $67.67 +14.4%
343 GIII G III APPAREL GROUP LTD Consumer Cyclical 194,482.0 $6.6M 0.03% -26K -11.9% $33.71 +0.3%
344 RUN SUNRUN INC Energy 483,440.0 $6.5M 0.03% -130K -21.1% $13.38 -33.3%
345 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 72,246.0 $6.3M 0.03% NEW $87.04 +6.9%
346 ENERFLEX LTD 247,516.0 $6.1M 0.03% +146K +143.5% $24.55
347 BLBD BLUE BIRD CORP Consumer Cyclical 76,260.0 $6.0M 0.03% +1K +1.4% $78.96 -25.3%
348 TPC TUTOR PERINI CORP Industrials 72,531.0 $6.0M 0.03% $82.97 +6.4%
349 WLY WILEY JOHN & SONS INC Communication Services 123,682.0 $6.0M 0.03% +83K +204.1% $48.51 +9.7%
350 LITHIUM AMERS CORP NEW 1,554,895.0 $6.0M 0.03% +263K +20.4% $3.85
351 FLYW FLYWIRE CORPORATION Technology 338,574.0 $5.9M 0.03% +209K +160.9% $17.57 +10.5%
352 HUBS HUBSPOT INC Technology 32,230.0 $5.9M 0.03% NEW $182.51 +33.8%
353 INVX INNOVEX INTERNATIONAL INC Energy 230,882.0 $5.7M 0.03% +23K +10.9% $24.80 +15.4%
354 VET VERMILION ENERGY INC Energy 606,114.0 $5.7M 0.03% $9.35 +34.1%
355 PPL PPL CORP Utilities 155,243.0 $5.6M 0.03% NEW $36.35 -3.6%
356 GH GUARDANT HEALTH INC Healthcare 37,453.0 $5.6M 0.03% -42K -52.9% $150.03 +8.8%
357 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 421,245.0 $5.6M 0.03% -215K -33.8% $13.28 -17.4%
358 KURA KURA ONCOLOGY INC Healthcare 509,886.0 $5.6M 0.03% NEW $10.97 +13.0%
359 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 202,515.0 $5.3M 0.03% -15K -6.8% $26.22 -5.5%
360 HAE HAEMONETICS CORP MASS Healthcare 69,724.0 $5.2M 0.03% -45K -39.4% $75.00 +44.5%
Page 18 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%