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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 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 106,163.0 $8.0M 0.04% -13K -10.7% $74.89 +15.8%
62 PTON PELOTON INTERACTIVE INC Consumer Cyclical 1,818,417.0 $7.8M 0.04% -31K -1.7% $4.29 +20.7%
63 GH GUARDANT HEALTH INC Healthcare 79,526.0 $7.3M 0.04% -342K -81.1% $92.37 +6.8%
64 CPRX CATALYST PHARMACEUTICALS INC Healthcare 274,419.0 $6.8M 0.04% -116K -29.7% $24.76 +25.8%
65 BBWI BATH & BODY WORKS INC Consumer Cyclical 356,259.0 $6.7M 0.04% -595K -62.5% $18.67 -8.5%
66 CIEN CIENA CORP Technology 16,583.0 $6.4M 0.03% -3K -16.5% $388.23 +42.8%
67 ROKU ROKU INC Communication Services 66,103.0 $6.3M 0.03% -18K -21.5% $94.62 +33.0%
68 CGAU CENTERRA GOLD INC Basic Materials 335,326.0 $5.9M 0.03% -93K -21.6% $17.73 -3.5%
69 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 44,697.0 $5.6M 0.03% -43K -49.0% $125.46 +5.7%
70 ASAN ASANA INC Technology 814,179.0 $5.2M 0.03% -561K -40.8% $6.40 -3.1%
71 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 217,255.0 $5.1M 0.03% -109K -33.5% $23.56 -9.5%
72 WABC WESTAMERICA BANCORPORATION Financial Services 97,707.0 $5.1M 0.03% -29K -22.8% $52.15 +3.9%
73 BRC BRADY CORP Industrials 39,538.0 $3.2M 0.02% -105K -72.6% $81.24 -12.7%
74 VICI VICI PPTYS INC Real Estate 111,840.0 $3.1M 0.02% -4.4M -97.5% $27.32 +2.0%
75 HCI HCI GROUP INC Financial Services 19,193.0 $3.0M 0.02% -175.0 -0.9% $154.61 +1.2%
76 PDD PDD HOLDINGS INC Consumer Cyclical 26,973.0 $2.8M 0.01% -154K -85.1% $102.18 -6.5%
77 SNOW SNOWFLAKE INC Technology 17,878.0 $2.7M 0.01% -200K -91.8% $150.82 -0.0%
78 NIC NICOLET BANKSHARES INC Financial Services 16,080.0 $2.4M 0.01% -29K -64.6% $148.62 -5.1%
79 CVS CVS HEALTH CORP Healthcare 28,647.0 $2.1M 0.01% -232K -89.0% $71.82 +35.3%
80 SDGR SCHRODINGER INC Healthcare 171,688.0 $2.0M 0.01% -52K -23.3% $11.36 +11.1%
Page 4 of 5  ·  93 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%