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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 13 of 25  ·  481 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CSGP COSTAR GROUP INC Real Estate 375,741.0 $15.2M 0.08% -1.5M -79.8% $40.34 -19.0%
242 XOM EXXON MOBIL CORP Energy 89,285.0 $15.1M 0.08% +50K +125.4% $169.66 -6.9%
243 URBN URBAN OUTFITTERS INC Consumer Cyclical 237,868.0 $15.1M 0.08% -1.1M -81.7% $63.35 +8.8%
244 BAYTEX ENERGY CORP 3,310,085.0 $14.8M 0.08% +3.2M +2789.3% $4.46
245 MS MORGAN STANLEY Financial Services 88,413.0 $14.6M 0.08% -140K -61.3% $164.57 +17.0%
246 BL BLACKLINE INC Technology 390,787.0 $14.5M 0.08% +382K +4373.3% $37.00 -19.4%
247 CHTR CHARTER COMMUNICATIONS INC Communication Services 66,672.0 $14.4M 0.08% NEW $215.88 -34.6%
248 COUR COURSERA INC Consumer Defensive 2,461,759.0 $14.3M 0.08% +2.4M +7443.8% $5.82 -9.3%
249 OMC OMNICOM GROUP INC Communication Services 188,829.0 $14.2M 0.08% NEW $75.31 -5.9%
250 AAL AMERICAN AIRLINES GROUP INC Industrials 1,307,613.0 $14.0M 0.07% NEW $10.74 +15.1%
251 FERG FERGUSON ENTERPRISES INC Industrials 60,111.0 $13.9M 0.07% +2K +2.8% $231.49 -3.3%
252 EBAY EBAY INC. Consumer Cyclical 151,911.0 $13.8M 0.07% -342K -69.2% $91.02 +27.6%
253 APG API GROUP CORP Industrials 339,864.0 $13.8M 0.07% NEW $40.52 +4.2%
254 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 186,946.0 $13.6M 0.07% NEW $72.69 +11.3%
255 U UNITY SOFTWARE INC Technology 616,880.0 $13.5M 0.07% +610K +8415.7% $21.94 +23.8%
256 NTCT NETSCOUT SYS INC Technology 421,435.0 $13.4M 0.07% +21K +5.3% $31.79 +21.0%
257 EXPD EXPEDITORS INTL WASH INC Industrials 93,481.0 $13.4M 0.07% NEW $143.23 +8.5%
258 LKQ LKQ CORP Consumer Cyclical 454,984.0 $13.4M 0.07% $29.37 -16.2%
259 B BARRICK MNG CORP Basic Materials 324,512.0 $13.2M 0.07% -114K -26.0% $40.79 -0.5%
260 HOG HARLEY DAVIDSON INC Consumer Cyclical 616,159.0 $12.5M 0.07% +411K +200.7% $20.22 +24.6%
Page 13 of 25  ·  481 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%