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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 15 of 25  ·  481 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 IDCC INTERDIGITAL INC Technology 31,645.0 $9.6M 0.05% -377.0 -1.2% $302.00 -13.8%
282 REZI RESIDEO TECHNOLOGIES INC Industrials 281,842.0 $9.5M 0.05% +39K +16.3% $33.71 -15.9%
283 XRAY DENTSPLY SIRONA INC Healthcare 806,965.0 $9.4M 0.05% NEW $11.60 -13.2%
284 CNC CENTENE CORP DEL Healthcare 285,457.0 $9.3M 0.05% NEW $32.74 +77.9%
285 MIDD MIDDLEBY CORP Industrials 69,941.0 $9.3M 0.05% NEW $132.58 +8.3%
286 LTC LTC PPTYS INC Real Estate 248,017.0 $9.2M 0.05% +52K +26.4% $37.16 +2.0%
287 PM PHILIP MORRIS INTL INC Consumer Defensive 55,543.0 $9.2M 0.05% -144K -72.2% $165.34 +14.7%
288 PLUG PLUG PWR INC Industrials 4,055,561.0 $9.2M 0.05% NEW $2.26 +67.3%
289 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 636,388.0 $9.1M 0.05% NEW $14.35 -19.5%
290 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 1,355,947.0 $9.0M 0.05% +569K +72.2% $6.63 -14.9%
291 TILE INTERFACE INC Consumer Cyclical 360,145.0 $9.0M 0.05% +10K +2.9% $24.92 +12.6%
292 FLNC FLUENCE ENERGY INC Utilities 649,597.0 $8.9M 0.05% NEW $13.76 +50.9%
293 NXT NEXTPOWER INC Technology 73,758.0 $8.9M 0.05% +47K +176.2% $120.55 +19.7%
294 LVS LAS VEGAS SANDS CORP Consumer Cyclical 165,017.0 $8.9M 0.05% NEW $53.88 -5.0%
295 CSCO CISCO SYS INC Technology 115,029.0 $8.9M 0.05% +65K +128.8% $77.28 +53.0%
296 RAMP LIVERAMP HLDGS INC Technology 333,437.0 $8.8M 0.05% $26.52 +11.8%
297 REAL THE REALREAL INC Consumer Cyclical 963,524.0 $8.7M 0.05% -849K -46.9% $9.08 -0.2%
298 CALY CALLAWAY GOLF CO Consumer Cyclical 627,547.0 $8.7M 0.05% NEW $13.88 +7.3%
299 BTG B2GOLD CORP Basic Materials 1,914,645.0 $8.7M 0.05% NEW $4.53 +3.8%
300 EGBN EAGLE BANCORPORATION INC Financial Services 344,614.0 $8.6M 0.05% $24.87 -1.6%
Page 15 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%