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Portfolio (Quarterly) Guide ↗

JUPITER ASSET MANAGEMENT LTD

· CIK 0001215838
13F Portfolio $12.5B AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 407 New
Page 16 of 21  ·  407 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BANC BANC OF CALIFORNIA INC Financial Services 167,101.0 $3.2M 0.03% NEW $19.29 -3.4%
302 EVENTBRITE INC 703,159.0 $3.1M 0.03% NEW $4.45
303 GHC GRAHAM HLDGS CO Consumer Defensive 2,567.0 $2.8M 0.02% NEW $1098.60 +2.2%
304 CNI CANADIAN NATL RY CO Industrials 28,089.0 $2.8M 0.02% NEW $99.03 +13.8%
305 HCSG HEALTHCARE SVCS GROUP INC Healthcare 140,895.0 $2.7M 0.02% NEW $19.12 +13.8%
306 BMBL BUMBLE INC Technology 731,776.0 $2.6M 0.02% NEW $3.57 -10.8%
307 KFRC KFORCE INC Industrials 83,799.0 $2.6M 0.02% NEW $30.92 +31.5%
308 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 27,018.0 $2.6M 0.02% NEW $95.70 +26.2%
309 PYPL PAYPAL HLDGS INC Financial Services 41,949.0 $2.4M 0.02% NEW $58.38 -23.7%
310 SEDG SOLAREDGE TECHNOLOGIES INC Energy 84,724.0 $2.4M 0.02% NEW $28.85 +93.7%
311 APPF APPFOLIO INC Technology 10,309.0 $2.4M 0.02% NEW $232.65 -32.6%
312 NXT NEXTPOWER INC Technology 26,706.0 $2.3M 0.02% NEW $87.11 +55.8%
313 LZ LEGALZOOM COM INC Industrials 231,773.0 $2.3M 0.02% NEW $9.93 -35.5%
314 FSM FORTUNA MNG CORP Basic Materials 231,361.0 $2.3M 0.02% NEW $9.81 -2.0%
315 WMT WALMART INC Consumer Defensive 20,173.0 $2.2M 0.02% NEW $111.41 +18.7%
316 ATAT ATOUR LIFESTYLE HLDGS LTD Consumer Cyclical 56,934.0 $2.2M 0.02% NEW $39.40 -5.8%
317 CDNS CADENCE DESIGN SYSTEM INC Technology 7,020.0 $2.2M 0.02% NEW $312.58 +10.0%
318 ICICI BANK LIMITED 73,045.0 $2.2M 0.02% NEW $29.80
319 BKU BANKUNITED INC Financial Services 47,911.0 $2.1M 0.02% NEW $44.57 +2.8%
320 GL GLOBE LIFE INC Financial Services 14,824.0 $2.1M 0.02% NEW $139.86 +12.4%
Page 16 of 21  ·  407 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 24.1%
Financial Services 18.5%
Healthcare 12.5%
Communication Services 9.3%
Basic Materials 8.9%
Consumer Cyclical 8.6%
Industrials 7.7%
Consumer Defensive 3.1%
Real Estate 3.0%
Utilities 2.8%