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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 5 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 112,677.0 $8.2M 0.04% NEW $72.55 +4.9%
82 VSNT VERSANT MEDIA GROUP INC Industrials 210,910.0 $7.8M 0.04% NEW $37.02 +20.0%
83 MAT MATTEL INC Consumer Cyclical 496,831.0 $7.2M 0.04% NEW $14.53 +4.0%
84 SUNC SUNOCOCORP LLC Energy 114,689.0 $7.1M 0.04% NEW $61.65 +14.0%
85 RHI ROBERT HALF INC. Industrials 263,760.0 $6.7M 0.04% NEW $25.40 -2.8%
86 HAE HAEMONETICS CORP MASS Healthcare 115,094.0 $6.5M 0.04% NEW $56.36 +1.3%
87 ADMA ADMA BIOLOGICS INC Healthcare 711,515.0 $6.4M 0.03% NEW $9.01 -8.2%
88 TDW TIDEWATER INC NEW Energy 71,835.0 $6.0M 0.03% NEW $83.55 -2.2%
89 TPC TUTOR PERINI CORP Industrials 72,531.0 $5.6M 0.03% NEW $77.19 +7.5%
90 GNW GENWORTH FINL INC Financial Services 682,445.0 $5.5M 0.03% NEW $8.12 +13.1%
91 NYT NEW YORK TIMES CO MTN BE Communication Services 65,821.0 $5.5M 0.03% NEW $83.73 -9.8%
92 LITHIUM AMERS CORP NEW 1,291,830.0 $5.1M 0.03% NEW $3.96
93 TD TORONTO DOMINION BK ONT Financial Services 52,375.0 $4.9M 0.03% NEW $93.10 +16.3%
94 DCH DAUCH CORP Industrials 793,613.0 $4.7M 0.03% NEW $5.93 +15.9%
95 TENB TENABLE HLDGS INC Technology 275,229.0 $4.7M 0.03% NEW $16.92 +20.9%
96 COTY COTY INC Consumer Defensive 2,275,309.0 $4.6M 0.02% NEW $2.01 +6.0%
97 SBET SHARPLINK INC Financial Services 697,585.0 $4.5M 0.02% NEW $6.45 +14.7%
98 PDS PRECISION DRILLING CORP Energy 44,968.0 $4.4M 0.02% NEW $98.10 -4.2%
99 BLBD BLUE BIRD CORP Consumer Cyclical 75,206.0 $4.3M 0.02% NEW $56.79 +26.6%
100 CUSHMAN AND WAKEFIELD LTD 337,758.0 $4.1M 0.02% NEW $12.26
Page 5 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%