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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 24 of 27  ·  537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 VTRS VIATRIS INC Healthcare 35,497.0 $564K 0.00% -5.7M -99.4% $15.88 +2.6%
462 WEX WEX INC Technology 3,989.0 $563K 0.00% NEW $141.09 +42.4%
463 QDEL QUIDELORTHO CORP Healthcare 29,033.0 $509K 0.00% $17.52 -17.4%
464 MGNI MAGNITE INC Communication Services 26,657.0 $506K 0.00% -43K -61.6% $18.98 +25.1%
465 HTZ HERTZ GLOBAL HLDGS INC Industrials 213,844.0 $484K 0.00% -2.0M -90.2% $2.27 +2.4%
466 MRK MERCK & CO INC Healthcare 3,500.0 $450K 0.00% +454.0 +14.9% $128.50 +17.1%
467 KRMN KARMAN HLDGS INC Industrials 8,658.0 $432K 0.00% NEW $49.92 +3.7%
468 FBRT FRANKLIN BSP RLTY TR INC Real Estate 51,865.0 $422K 0.00% +31K +149.3% $8.14 +4.2%
469 CRCL CIRCLE INTERNET GROUP INC Financial Services 6,582.0 $412K 0.00% $62.63 +41.0%
470 LXP INDUSTRIAL TRUST 7,304.0 $394K 0.00% $53.88
471 HOOD ROBINHOOD MKTS INC Financial Services 3,688.0 $370K 0.00% $100.28 +6.1%
472 MKSI MKS INC. Technology 813.0 $362K 0.00% NEW $444.80 -39.8%
473 PRAXIS PRECISION MEDICINES I 1,052.0 $352K 0.00% NEW $334.79
474 PFS PROVIDENT FINL SVCS INC Financial Services 14,691.0 $347K 0.00% NEW $23.64 +0.5%
475 F FORD MTR CO Consumer Cyclical 24,459.0 $340K 0.00% -13.0M -99.8% $13.90 +1.2%
476 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 6,281.0 $339K 0.00% +744.0 +13.4% $53.95 -21.7%
477 STRL STERLING INFRASTRUCTURE INC Industrials 377.0 $316K 0.00% NEW $839.36 -41.1%
478 COIN COINBASE GLOBAL INC Financial Services 2,148.0 $314K 0.00% $146.19 +27.7%
479 BLMN BLOOMIN BRANDS INC Consumer Cyclical 34,184.0 $312K 0.00% NEW $9.14 +27.4%
480 PEGA PEGASYSTEMS INC Technology 10,347.0 $310K 0.00% +632.0 +6.5% $29.97 +12.2%
Page 24 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%