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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 24 of 25  ·  481 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 CTRE CARETRUST REIT INC Real Estate 9,555.0 $350K 0.00% NEW $36.65 +14.4%
462 LXP INDUSTRIAL TRUST 7,304.0 $338K 0.00% -31K -81.1% $46.26
463 CPNG COUPANG INC Consumer Cyclical 17,534.0 $331K 0.00% $18.88 -12.1%
464 PAHC PHIBRO ANIMAL HEALTH CORP Healthcare 5,307.0 $294K 0.00% -330.0 -5.8% $55.31 -34.6%
465 HOOD ROBINHOOD MKTS INC Financial Services 3,688.0 $256K 0.00% -78K -95.5% $69.30 +16.5%
466 SAFEHOLD INC 17,646.0 $239K 0.00% NEW $13.53
467 SPT SPROUT SOCIAL INC Technology 41,561.0 $237K 0.00% NEW $5.70 +5.3%
468 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 5,537.0 $233K 0.00% NEW $42.09 +7.8%
469 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,838.0 $233K 0.00% NEW $60.65 -6.0%
470 STGW STAGWELL INC Communication Services 36,183.0 $228K 0.00% NEW $6.29 -2.7%
471 UNFI UNITED NAT FOODS INC Consumer Defensive 4,945.0 $223K 0.00% NEW $45.06 +14.6%
472 EOG EOG RES INC Energy 1,532.0 $221K 0.00% NEW $144.57 -5.9%
473 PUMP PROPETRO HLDG CORP Energy 14,559.0 $210K 0.00% NEW $14.41 +17.8%
474 REGN REGENERON PHARMACEUTICALS Healthcare 265.0 $205K 0.00% NEW $772.64 -7.7%
475 MAX MEDIAALPHA INC Communication Services 21,172.0 $197K 0.00% NEW $9.30 -13.4%
476 FBRT FRANKLIN BSP RLTY TR INC Real Estate 20,804.0 $177K 0.00% NEW $8.49 +7.4%
477 EXTR EXTREME NETWORKS INC Technology 10,784.0 $163K 0.00% NEW $15.08 +63.9%
478 SES SES AI CORPORATION Consumer Cyclical 149,285.0 $144K 0.00% NEW $0.96 +13.3%
479 NRDS NERDWALLET INC Financial Services 11,638.0 $121K 0.00% NEW $10.38 -27.0%
480 AVAH AVEANNA HEALTHCARE HLDGS INC Healthcare 10,490.0 $68K NEW $6.44 +19.9%
Page 24 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%