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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 14 of 25  ·  481 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 AQN ALGONQUIN POWER & UTILITIES Utilities 2,019,617.0 $12.3M 0.07% +1.1M +119.8% $6.11 -5.7%
262 AUPH AURINIA PHARMACEUTICALS INC Healthcare 803,419.0 $11.9M 0.06% -96K -10.7% $14.82 +5.3%
263 LHX L3HARRIS TECHNOLOGIES INC Industrials 34,292.0 $11.8M 0.06% $345.15 -12.1%
264 OHI OMEGA HEALTHCARE INVS INC Real Estate 264,173.0 $11.6M 0.06% +57K +27.6% $43.82 +8.0%
265 SEDG SOLAREDGE TECHNOLOGIES INC Energy 224,701.0 $11.5M 0.06% +140K +165.2% $51.05 +21.0%
266 VCYT VERACYTE INC Healthcare 355,604.0 $11.5M 0.06% $32.21 +19.5%
267 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 1,196,371.0 $11.4M 0.06% $9.52 -5.8%
268 CAR AVIS BUDGET GROUP INC Industrials 77,647.0 $11.3M 0.06% NEW $145.85 +2.9%
269 PRLB PROTO LABS INC Industrials 194,832.0 $11.1M 0.06% $57.02 +26.3%
270 PGNY PROGYNY INC Healthcare 648,325.0 $11.0M 0.06% +28K +4.5% $16.98 +36.9%
271 ACAD ACADIA PHARMACEUTICALS INC Healthcare 491,093.0 $10.9M 0.06% -130K -20.9% $22.26 -7.1%
272 TRIP TRIPADVISOR INC Consumer Cyclical 978,731.0 $10.4M 0.06% +513K +110.2% $10.66 -11.3%
273 DRH DIAMONDROCK HOSPITALITY CO Real Estate 1,109,388.0 $10.4M 0.06% NEW $9.37 +9.9%
274 TRV TRAVELERS COMPANIES INC Financial Services 35,426.0 $10.3M 0.06% NEW $291.68 +2.8%
275 TTD THE TRADE DESK INC Technology 448,510.0 $10.2M 0.05% NEW $22.69 -6.8%
276 HTZ HERTZ GLOBAL HLDGS INC Industrials 2,183,004.0 $10.1M 0.05% +1.3M +140.4% $4.61 +20.0%
277 NWN NORTHWEST NAT HLDG CO Utilities 188,390.0 $10.0M 0.05% NEW $53.22 -9.0%
278 OSK OSHKOSH CORP Industrials 67,588.0 $9.9M 0.05% $147.21 -18.2%
279 EGO ELDORADO GOLD CORP NEW Basic Materials 282,641.0 $9.7M 0.05% +173K +158.5% $34.23 -7.5%
280 NAVI NAVIENT CORPORATION Financial Services 1,179,400.0 $9.6M 0.05% +793K +205.4% $8.18 -0.5%
Page 14 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%