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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 18 of 25  ·  481 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 INVX INNOVEX INTERNATIONAL INC Energy 208,206.0 $5.1M 0.03% +198K +1892.8% $24.39 +14.8%
342 DBX DROPBOX INC Technology 214,660.0 $4.9M 0.03% +157K +275.1% $22.72 +18.0%
343 TD TORONTO DOMINION BK ONT Financial Services 52,375.0 $4.9M 0.03% NEW $93.10 +15.6%
344 PMT PENNYMAC MTG INVT TR Real Estate 404,873.0 $4.7M 0.03% +336K +486.4% $11.66 -11.8%
345 DCH DAUCH CORP Industrials 793,613.0 $4.7M 0.03% NEW $5.93 +7.3%
346 TENB TENABLE HLDGS INC Technology 275,229.0 $4.7M 0.03% NEW $16.92 +27.0%
347 COTY COTY INC Consumer Defensive 2,275,309.0 $4.6M 0.02% NEW $2.01 +2.5%
348 ANET ARISTA NETWORKS INC Technology 37,233.0 $4.6M 0.02% +12K +47.3% $122.78 +15.4%
349 SBET SHARPLINK INC Financial Services 697,585.0 $4.5M 0.02% NEW $6.45 +4.2%
350 PDS PRECISION DRILLING CORP Energy 44,968.0 $4.4M 0.02% NEW $98.10 -3.2%
351 BLBD BLUE BIRD CORP Consumer Cyclical 75,206.0 $4.3M 0.02% NEW $56.79 +28.1%
352 CXM SPRINKLR INC Technology 705,339.0 $4.2M 0.02% $6.00 -14.8%
353 AGCO AGCO CORP Industrials 35,801.0 $4.1M 0.02% $115.87 -2.3%
354 CUSHMAN AND WAKEFIELD LTD 337,758.0 $4.1M 0.02% NEW $12.26
355 OZK BANK OZK LITTLE ROCK ARK Financial Services 89,627.0 $4.1M 0.02% NEW $45.89 +1.8%
356 DNOW DNOW INC Energy 334,385.0 $4.0M 0.02% +321K +2488.5% $11.91 +10.3%
357 FIVN FIVE9 INC Technology 258,150.0 $3.9M 0.02% NEW $15.17 +42.6%
358 INDA ISHARES TR 80,000.0 $3.7M 0.02% +14K +20.3% $46.84 +2.1%
359 HAFC HANMI FINL CORP Financial Services 139,040.0 $3.7M 0.02% NEW $26.36 +10.4%
360 AMT AMERICAN TOWER CORP Real Estate 22,399.0 $3.6M 0.02% NEW $162.93 +8.8%
Page 18 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%