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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 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WLY WILEY JOHN & SONS INC Communication Services 40,674.0 $1.5M 0.01% -2K -4.1% $38.10 +3.5%
82 TCOM TRIP COM GROUP LTD Consumer Cyclical 30,185.0 $1.5M 0.01% -35K -53.9% $49.79 +1.0%
83 BKU BANKUNITED INC Financial Services 32,668.0 $1.5M 0.01% -15K -31.8% $45.16 +0.1%
84 GL GLOBE LIFE INC Financial Services 10,293.0 $1.4M 0.01% -5K -30.6% $139.17 +11.0%
85 GOGO GOGO INC Communication Services 351,373.0 $1.4M 0.01% -5K -1.4% $4.02 +1.0%
86 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 29,635.0 $1.4M 0.01% -2K -6.8% $46.42 -3.1%
87 SSRM SSR MINING IN Basic Materials 44,338.0 $1.3M 0.01% -186K -80.8% $29.28 +17.0%
88 ICICI BANK LIMITED 41,684.0 $1.1M 0.01% -31K -42.9% $25.90
89 MVST MICROVAST HOLDINGS INC Industrials 490,964.0 $736K 0.00% -12K -2.5% $1.50 -1.3%
90 COF CAPITAL ONE FINL CORP Financial Services 3,069.0 $560K 0.00% -279K -98.9% $182.43 +1.8%
91 LXP INDUSTRIAL TRUST 7,304.0 $338K 0.00% -31K -81.1% $46.26
92 PAHC PHIBRO ANIMAL HEALTH CORP Healthcare 5,307.0 $294K 0.00% -330.0 -5.8% $55.31 -34.6%
93 HOOD ROBINHOOD MKTS INC Financial Services 3,688.0 $256K 0.00% -78K -95.5% $69.30 +16.5%
Page 5 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%