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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 4 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 OMC OMNICOM GROUP INC Communication Services 188,829.0 $14.2M 0.08% NEW $75.31 -5.0%
62 AAL AMERICAN AIRLINES GROUP INC Industrials 1,307,613.0 $14.0M 0.07% NEW $10.74 +14.6%
63 APG API GROUP CORP Industrials 339,864.0 $13.8M 0.07% NEW $40.52 +6.7%
64 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 186,946.0 $13.6M 0.07% NEW $72.69 +10.6%
65 EXPD EXPEDITORS INTL WASH INC Industrials 93,481.0 $13.4M 0.07% NEW $143.23 +7.2%
66 CAR AVIS BUDGET GROUP INC Industrials 77,647.0 $11.3M 0.06% NEW $145.85 +2.9%
67 DRH DIAMONDROCK HOSPITALITY CO Real Estate 1,109,388.0 $10.4M 0.06% NEW $9.37 +12.1%
68 TRV TRAVELERS COMPANIES INC Financial Services 35,426.0 $10.3M 0.06% NEW $291.68 +2.3%
69 TTD THE TRADE DESK INC Technology 448,510.0 $10.2M 0.05% NEW $22.69 -10.0%
70 NWN NORTHWEST NAT HLDG CO Utilities 188,390.0 $10.0M 0.05% NEW $53.22 -6.2%
71 XRAY DENTSPLY SIRONA INC Healthcare 806,965.0 $9.4M 0.05% NEW $11.60 -10.3%
72 CNC CENTENE CORP DEL Healthcare 285,457.0 $9.3M 0.05% NEW $32.74 +79.3%
73 MIDD MIDDLEBY CORP Industrials 69,941.0 $9.3M 0.05% NEW $132.58 +10.9%
74 PLUG PLUG PWR INC Industrials 4,055,561.0 $9.2M 0.05% NEW $2.26 +67.7%
75 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 636,388.0 $9.1M 0.05% NEW $14.35 -19.6%
76 FLNC FLUENCE ENERGY INC Utilities 649,597.0 $8.9M 0.05% NEW $13.76 +52.2%
77 LVS LAS VEGAS SANDS CORP Consumer Cyclical 165,017.0 $8.9M 0.05% NEW $53.88 -6.0%
78 CALY CALLAWAY GOLF CO Consumer Cyclical 627,547.0 $8.7M 0.05% NEW $13.88 +9.7%
79 BTG B2GOLD CORP Basic Materials 1,914,645.0 $8.7M 0.05% NEW $4.53 +8.2%
80 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 535,000.0 $8.4M 0.04% NEW $15.72 -10.0%
Page 4 of 9  ·  173 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%