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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 19 of 27  ·  537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 MRVL MARVELL TECHNOLOGY INC Technology 17,450.0 $5.2M 0.03% NEW $297.89 -23.0%
362 BKD BROOKDALE SR LIVING INC Healthcare 315,045.0 $5.1M 0.03% NEW $16.09 -24.7%
363 BANC BANC OF CALIFORNIA INC Financial Services 246,753.0 $5.0M 0.03% -1.4M -84.7% $20.43 -8.7%
364 ALKT ALKAMI TECHNOLOGY INC Technology 276,757.0 $5.0M 0.03% NEW $18.12 +12.1%
365 HOG HARLEY DAVIDSON INC Consumer Cyclical 204,923.0 $5.0M 0.03% -411K -66.7% $24.46 +15.7%
366 DLX DELUXE CORP MEDIUM TERM NTS Communication Services 207,982.0 $5.0M 0.03% +2K +0.9% $23.88 +0.8%
367 AMLX AMYLYX PHARMACEUTICALS INC Healthcare 274,944.0 $4.9M 0.03% -318K -53.6% $17.96 +112.4%
368 FIVN FIVE9 INC Technology 228,440.0 $4.9M 0.02% -30K -11.5% $21.32 +53.7%
369 ADMA ADMA BIOLOGICS INC Healthcare 568,134.0 $4.8M 0.02% -143K -20.1% $8.37 +14.1%
370 EL LAUDER ESTEE COS INC Consumer Defensive 59,546.0 $4.7M 0.02% -328K -84.7% $78.95 +31.9%
371 BHRB BURKE HERBERT FINL SVCS CORP Financial Services 64,238.0 $4.6M 0.02% NEW $71.86 +1.2%
372 CRUS CIRRUS LOGIC INC Technology 30,827.0 $4.6M 0.02% -95K -75.4% $148.53 -24.8%
373 APLE APPLE HOSPITALITY REIT INC Real Estate 265,645.0 $4.5M 0.02% NEW $16.81 -1.3%
374 CUSHMAN AND WAKEFIELD LTD 330,516.0 $4.4M 0.02% -7K -2.1% $13.39
375 CSGP COSTAR GROUP INC Real Estate 154,527.0 $4.4M 0.02% -221K -58.9% $28.32 +16.0%
376 AGCO AGCO CORP Industrials 35,801.0 $4.3M 0.02% $119.70 -8.0%
377 FULT FULTON FINL CORP PA Financial Services 177,133.0 $4.3M 0.02% NEW $24.19 -2.5%
378 OGS ONE GAS INC Utilities 54,703.0 $4.2M 0.02% NEW $77.07 +4.3%
379 CM CANADIAN IMPERIAL BANK OF CO Financial Services 36,488.0 $4.2M 0.02% NEW $115.12 -0.2%
380 PMT PENNYMAC MTG INVT TR Real Estate 360,001.0 $4.1M 0.02% -45K -11.1% $11.28 -17.6%
Page 19 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%