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Portfolio (Quarterly) Guide ↗

JUPITER ASSET MANAGEMENT LTD

· CIK 0001215838
13F Portfolio $18.8B AUM 706 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 173 New 166 Added 93 Reduced 99 Exited
Page 7 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PGNY PROGYNY INC Healthcare 648,325.0 $11.0M 0.06% +28K +4.5% $16.98 +38.5%
122 TRIP TRIPADVISOR INC Consumer Cyclical 978,731.0 $10.4M 0.06% +513K +110.2% $10.66 -9.9%
123 HTZ HERTZ GLOBAL HLDGS INC Industrials 2,183,004.0 $10.1M 0.05% +1.3M +140.4% $4.61 +26.5%
124 EGO ELDORADO GOLD CORP NEW Basic Materials 282,641.0 $9.7M 0.05% +173K +158.5% $34.23 +0.4%
125 NAVI NAVIENT CORPORATION Financial Services 1,179,400.0 $9.6M 0.05% +793K +205.4% $8.18 -0.6%
126 REZI RESIDEO TECHNOLOGIES INC Industrials 281,842.0 $9.5M 0.05% +39K +16.3% $33.71 -10.8%
127 LTC LTC PPTYS INC Real Estate 248,017.0 $9.2M 0.05% +52K +26.4% $37.16 +3.1%
128 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 1,355,947.0 $9.0M 0.05% +569K +72.2% $6.63 -12.7%
129 TILE INTERFACE INC Consumer Cyclical 360,145.0 $9.0M 0.05% +10K +2.9% $24.92 +14.5%
130 NXT NEXTPOWER INC Technology 73,758.0 $8.9M 0.05% +47K +176.2% $120.55 +18.4%
131 CSCO CISCO SYS INC Technology 115,029.0 $8.9M 0.05% +65K +128.8% $77.28 +49.5%
132 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 1,297,449.0 $8.5M 0.05% +142K +12.3% $6.58 +41.0%
133 FSLY FASTLY INC Technology 292,861.0 $8.5M 0.04% +280K +2229.8% $29.06 -39.2%
134 ARRY ARRAY TECHNOLOGIES INC Energy 1,170,197.0 $8.5M 0.04% +744K +174.6% $7.23 +24.1%
135 VET VERMILION ENERGY INC Energy 606,114.0 $8.3M 0.04% +204K +50.7% $13.74 -8.4%
136 RUN SUNRUN INC Energy 613,036.0 $8.3M 0.04% +546K +809.8% $13.56 +8.1%
137 AMLX AMYLYX PHARMACEUTICALS INC Healthcare 592,654.0 $8.2M 0.04% +577K +3705.4% $13.90 -4.4%
138 GNL GLOBAL NET LEASE INC Real Estate 820,560.0 $7.7M 0.04% +97K +13.5% $9.36 -1.7%
139 ACADIAN ASSET MANAGEMENT INC 131,673.0 $7.2M 0.04% +22K +19.9% $54.42
140 FSM FORTUNA MNG CORP Basic Materials 708,960.0 $7.0M 0.04% +478K +206.4% $9.91 +4.2%
Page 7 of 9  ·  166 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 24.5%
Financial Services 18.0%
Healthcare 12.0%
Communication Services 10.1%
Consumer Cyclical 9.0%
Industrials 7.9%
Basic Materials 6.4%
Consumer Defensive 5.0%
Utilities 3.0%
Energy 2.6%