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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 6 of 27  ·  537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 RNR RENAISSANCERE HLDGS LTD Financial Services 173,469.0 $55.0M 0.27% +170K +5131.3% $316.90 +3.9%
102 LW LAMB WESTON HLDGS INC Consumer Defensive 1,244,438.0 $53.7M 0.27% +301K +31.9% $43.18 +26.4%
103 APH AMPHENOL CORP Technology 323,073.0 $53.3M 0.27% -464K -58.9% $165.11 -8.0%
104 NEWP NEW PAC METALS CORP Basic Materials 13,176,710.0 $53.2M 0.26% $4.04 +61.7%
105 JPM JPMORGAN CHASE & CO Financial Services 158,424.0 $51.9M 0.26% +24K +17.8% $327.33 +9.0%
106 GXO GXO LOGISTICS INCORPORATED Industrials 1,016,647.0 $51.5M 0.26% +183K +22.0% $50.70 -9.5%
107 AYI ACUITY INC Industrials 136,123.0 $51.3M 0.25% $376.66 -9.9%
108 ROST ROSS STORES INC Consumer Cyclical 238,214.0 $50.7M 0.25% NEW $212.85 +11.0%
109 JKHY HENRY JACK & ASSOC INC Technology 358,030.0 $49.3M 0.24% +17K +5.1% $137.74 +23.2%
110 WDC WESTERN DIGITAL CORP Technology 76,878.0 $49.1M 0.24% -66K -46.2% $638.72 -33.4%
111 YETI YETI HLDGS INC Consumer Cyclical 985,312.0 $48.8M 0.24% -223K -18.4% $49.56 -11.8%
112 XRAY DENTSPLY SIRONA INC Healthcare 4,495,136.0 $47.7M 0.24% +3.7M +457.0% $10.61 +5.6%
113 TER TERADYNE INC Technology 97,994.0 $47.4M 0.23% NEW $483.84 -27.2%
114 VRSN VERISIGN INC Technology 187,467.0 $47.2M 0.23% -146K -43.8% $251.56 +14.6%
115 AME AMETEK INC Industrials 200,148.0 $47.1M 0.23% -8K -3.9% $235.33 +1.6%
116 SHW SHERWIN WILLIAMS CO Basic Materials 136,517.0 $47.0M 0.23% -40K -22.6% $344.32 +1.3%
117 ORA ORMAT TECHNOLOGIES INC Utilities 428,672.0 $46.7M 0.23% +179K +71.5% $108.90 -2.5%
118 ALLY ALLY FINL INC Financial Services 1,015,328.0 $46.7M 0.23% -1.2M -54.8% $45.95 -6.1%
119 LITE LUMENTUM HLDGS INC Technology 52,167.0 $44.8M 0.22% NEW $858.06 -6.9%
120 SCHW SCHWAB CHARLES CORP Financial Services 485,009.0 $44.8M 0.22% -454K -48.4% $92.27 +23.5%
Page 6 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%