JUPITER ASSET MANAGEMENT LTD

CIK

1215838

Location

London, X0

Portfolio Value

Large $18,414,904,916

Diversification

Diversified

Filing Date

Global Rank

#291 / 8,622 ▲ 91 · as of Mar 2026

Top Industry

Semiconductors 8.1%

3Y Alpha vs SPY

+0.7%

Period ended 4 months ago

Filed May 12, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+78.6%

SPY

+67.9%

Annualised alpha

+2.5%

Max drawdown

−19.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

479 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

3.7%

−0.8 pts

Top 5

14.0%

−0.7 pts

Top 10

19.9%

−2.4 pts

HHI

Diversified−17

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	25.9%	$4,763,947,291	77
Financial Services	18.2%	$3,359,111,134	72
Healthcare	12.0%	$2,213,692,880	58
Consumer Cyclical	9.1%	$1,683,072,134	59
Communication Services	8.1%	$1,482,904,540	36
Industrials	7.4%	$1,367,805,245	64
Basic Materials	7.4%	$1,356,334,362	24
Consumer Defensive	4.9%	$895,898,135	24
Utilities	2.8%	$506,417,986	16
Energy	2.5%	$455,861,572	23
Real Estate	1.8%	$329,859,637	26

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
F	Ford Motor Co	+12,979,930	13,016,206	$150,207,016
VLY	Valley National Bancorp	+6,814,288	6,885,523	$84,554,222
LYFT	Lyft, Inc.	+6,321,727	10,292,006	$136,883,679
ADT	ADT Inc.	+6,240,723	6,861,759	$45,081,756
GTM	ZoomInfo Technologies Inc.	+6,222,705	7,163,325	$42,836,683
VZLA	Vizsla Silver Corp.	+3,960,068	13,973,502	$46,112,556
FRSH	Freshworks Inc.	+3,271,692	4,980,503	$39,993,438
BTE	Baytex Energy Corp.	+3,195,520	3,310,085	$14,796,079
HDB	Hdfc Bank Ltd	+3,189,247	3,403,134	$84,669,973
BEN	Franklin Resources Inc	+2,645,077	2,673,409	$63,145,919
COUR	Coursera, Inc.	+2,429,126	2,461,759	$14,327,437
PATH	UiPath, Inc.	+2,036,918	2,309,418	$25,634,539
VTRS	Viatris Inc	+1,858,849	5,768,153	$77,927,746
VZ	Verizon Communications Inc	+1,807,100	1,812,292	$90,977,058
BZ	Kanzhun Ltd	+1,755,400	4,941,800	$66,170,702
ORLA	Orla Mining Ltd.	+1,477,106	4,247,267	$68,508,416
BANC	Banc Of California, Inc.	+1,450,036	1,617,137	$28,429,267
EXK	Endeavour Silver Corp	+1,425,479	11,660,396	$108,558,286
HR	Healthcare Realty Trust Inc	+1,332,496	3,209,167	$54,523,747
HTZ	Hertz Global Holdings, Inc	+1,274,896	2,183,004	$10,063,647
OTEX	Open Text Corp	+1,245,862	1,306,385	$29,054,002
HL	Hecla Mining Co/De/	+1,206,151	5,813,604	$108,307,442
AMZN	Amazon Com Inc	+1,204,081	2,071,093	$431,346,538
UPWK	Upwork, Inc	+1,153,570	1,428,300	$15,654,167
A	Agilent Technologies, Inc.	+1,124,313	1,623,406	$185,035,815
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VICI	Vici Properties Inc.	−4,432,852	111,840	$3,055,468
C	Citigroup Inc	−1,621,496	362,069	$41,062,245
CSGP	Costar Group, Inc.	−1,487,963	375,741	$15,157,391
EXEL	Exelixis, Inc.	−1,070,289	967,409	$41,492,171
URBN	Urban Outfitters Inc	−1,059,584	237,868	$15,068,937
FOXA	Fox Corp	−1,021,266	514,062	$30,021,220
REAL	TheRealReal, Inc.	−849,239	963,524	$8,748,797
TDOC	Teladoc Health, Inc.	−750,362	3,109,714	$16,947,941
JNJ	Johnson & Johnson	−729,751	74,205	$18,138,668
CDE	Coeur Mining, Inc.	−707,927	7,829,327	$146,956,467
TIGR	UP Fintech Holding Ltd	−676,490	3,539,739	$22,300,355
AG	First Majestic Silver Corp	−671,197	8,721,883	$187,346,046
NVST	Envista Holdings Corp	−617,176	1,381,872	$35,058,092
UAA	Under Armour, Inc.	−611,211	3,763,156	$22,240,251
BBWI	Bath & Body Works, Inc.	−594,981	356,259	$6,651,355
ASAN	Asana, Inc.	−560,712	814,179	$5,210,745
ELAN	Elanco Animal Health Inc	−523,755	3,110,039	$74,423,232
BNS	Bank Of Nova Scotia	−432,113	468,719	$32,486,913
WPM	Wheaton Precious Metals Corp.	−419,258	408,956	$53,577,325
SBH	Sally Beauty Holdings, Inc.	−349,617	1,406,932	$19,486,008
EBAY	Ebay Inc	−342,003	151,911	$13,826,938
GH	Guardant Health, Inc.	−341,802	79,526	$7,345,815
T	At&T Inc.	−328,412	3,183,060	$92,276,909
USFD	US Foods Holding Corp.	−284,742	411,909	$37,982,128
COF	Capital One Financial Corp	−279,048	3,069	$559,877
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
CMCSA	Comcast Corp	6,444,511	$185,021,909
KO	Coca Cola Co	1,932,167	$146,941,300
SPGI	S&P Global Inc.	319,570	$135,925,894
TW	Tradeweb Markets Inc.	1,133,172	$133,329,017
ICE	Intercontinental Exchange, Inc.	796,744	$125,311,896
ZTS	Zoetis Inc.	1,037,050	$122,589,680
SYK	Stryker Corp	360,452	$118,440,922
AJG	Arthur J. Gallagher & Co.	531,235	$115,054,876
TMO	Thermo Fisher Scientific Inc.	234,020	$115,027,850
TJX	Tjx Companies Inc /De/	698,805	$111,599,158
MRSH	Marsh & Mclennan Companies, Inc.	622,465	$107,966,554
ORLY	O Reilly Automotive Inc	1,110,196	$102,482,192
APH	Amphenol Corp /De/	786,882	$99,422,539
SRE	Sempra	1,001,487	$97,314,490
PTC	Ptc Inc.	672,986	$95,893,774
IR	Ingersoll Rand Inc.	1,193,664	$95,636,359
INTU	Intuit Inc.	221,082	$95,591,433
ALLY	Ally Financial Inc.	2,247,745	$88,179,035
URI	United Rentals, Inc.	117,186	$85,377,031
BCE	Bce Inc	3,332,879	$84,121,865
MCD	Mcdonalds Corp	248,654	$77,279,176
FTNT	Fortinet, Inc.	938,549	$76,698,224
DE	Deere & Co	131,803	$74,244,629
MELI	Mercadolibre Inc	41,109	$71,078,283
BA	Boeing Co	328,806	$65,442,257
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
FHN	First Horizon Corp	3,653,460	$87,317,693
UBER	Uber Technologies, Inc	975,165	$79,680,732
RL	Ralph Lauren Corp	223,538	$79,045,272
PPL	PPL Corp	1,599,549	$56,016,205
TWLO	Twilio Inc	349,304	$49,685,000
UNP	Union Pacific Corp	193,321	$44,719,013
WPC	W. P. Carey Inc.	646,950	$41,637,701
NET	Cloudflare, Inc.	197,710	$38,978,525
MMM	3M Co	223,731	$35,819,332
CAT	Caterpillar Inc	61,335	$35,136,981
CZR	Caesars Entertainment, Inc.	1,422,443	$33,270,941
HBAN	Huntington Bancshares Inc /Md/	1,823,953	$31,645,583
CALM	Cal-Maine Foods Inc	362,748	$28,863,857
CTVA	Corteva, Inc.	415,289	$27,836,821
TTMI	Ttm Technologies Inc	385,905	$26,627,445
HUBS	Hubspot Inc	65,665	$26,351,364
VEEV	Veeva Systems Inc	102,639	$22,912,103
OPCH	Option Care Health, Inc.	708,742	$22,580,519
BNY	Bank of New York Mellon Corp	179,762	$20,868,570
ZS	Zscaler, Inc.	91,210	$20,514,952
AGX	Argan Inc	61,450	$19,253,513
TEX	Terex Corp	289,420	$15,449,239
HON	Honeywell International Inc	72,932	$14,228,304
CCK	Crown Holdings, Inc.	120,821	$12,440,937
DXCM	Dexcom Inc	183,265	$12,163,297
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

479 tracked positions · $18,414,904,916 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 479 positions by value · page 1 of 10

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Added	1,857,842	+1,088,191	$687,717,372	+84.8%	3.73%
NVDA	Nvidia Corp Technology	Added	3,667,042	+675,956	$639,532,123	+14.6%	3.47%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,071,093	+1,204,081	$431,346,538	+115.5%	2.34%
AAPL	Apple Inc. Technology	Added	1,639,701	+58,337	$416,139,716	−3.2%	2.26%
AVGO	Broadcom Inc. Technology	Added	1,319,593	+702,607	$408,427,228	+91.3%	2.22%
GOOGL	Alphabet Inc. Communication Services	Added	870,179	+289,351	$250,228,672	+37.6%	1.36%
PSLV	Sprott Physical Silver Trust Financial Services	Added	9,467,883	+76,736	$230,921,666	+4.0%	1.25%
V	Visa Inc. Financial Services	Added	713,071	+466,273	$215,518,577	+149.0%	1.17%
CRM	Salesforce, Inc. Technology	Added	1,025,168	+940,809	$191,368,110	+756.3%	1.04%
AG	First Majestic Silver Corp Basic Materials	Reduced	8,721,883	-671,197	$187,346,046	+19.7%	1.02%
A	Agilent Technologies, Inc. Healthcare	Added	1,623,406	+1,124,313	$185,035,815	+172.5%	1.00%
CMCSA	Comcast Corp Communication Services	NEW	6,444,511	NEW	$185,021,909	NEW	1.00%
CME	Cme Group Inc. Financial Services	Added	593,525	+506,967	$175,297,608	+641.6%	0.95%
CEF	Sprott Physical Gold & Silver Trust Financial Services	Reduced	3,548,060	-56,189	$169,313,423	+2.6%	0.92%
MA	Mastercard Inc Financial Services	Added	326,288	+223,339	$163,033,061	+177.4%	0.89%
DG	Dollar General Corp Consumer Defensive	Added	1,353,322	+970,686	$160,679,920	+216.3%	0.87%
DHR	Danaher Corp /De/ Healthcare	Added	830,160	+572,247	$157,398,335	+166.6%	0.85%
TXN	Texas Instruments Inc Technology	Added	809,544	+512,321	$157,164,871	+204.8%	0.85%
F	Ford Motor Co Consumer Cyclical	Added	13,016,206	+12,979,930	$150,207,016	+31460.0%	0.82%
PODD	Insulet Corp Healthcare	Added	709,902	+475,438	$148,965,835	+123.5%	0.81%
CDE	Coeur Mining, Inc. Basic Materials	Reduced	7,829,327	-707,927	$146,956,467	−3.5%	0.80%
KO	Coca Cola Co Consumer Defensive	NEW	1,932,167	NEW	$146,941,300	NEW	0.80%
NTRS	Northern Trust Corp Financial Services	Added	1,051,432	+19,853	$146,748,364	+4.1%	0.80%
DIS	Walt Disney Co Communication Services	Added	1,502,598	+454,816	$144,820,394	+21.5%	0.79%
LYFT	Lyft, Inc. Technology	Added	10,292,006	+6,321,727	$136,883,679	+78.0%	0.74%
SPGI	S&P Global Inc. Financial Services	NEW	319,570	NEW	$135,925,894	NEW	0.74%
PAAS	Pan American Silver Corp Basic Materials	Added	2,464,866	+292,935	$134,655,629	+19.7%	0.73%
ILMN	Illumina, Inc. Healthcare	Added	1,087,790	+816,436	$134,080,994	+276.7%	0.73%
TW	Tradeweb Markets Inc. Financial Services	NEW	1,133,172	NEW	$133,329,017	NEW	0.72%
DLTR	Dollar Tree, Inc. Consumer Defensive	Added	1,161,883	+949,089	$127,237,806	+386.1%	0.69%
MTCH	Match Group, Inc. Communication Services	Added	4,101,913	+130,330	$125,969,747	−1.8%	0.68%
ICE	Intercontinental Exchange, Inc. Financial Services	NEW	796,744	NEW	$125,311,896	NEW	0.68%
BAC	Bank Of America Corp /De/ Financial Services	Added	2,564,511	+48,946	$125,019,911	−9.6%	0.68%
CNL	Collective Mining Ltd. Basic Materials	Added	7,096,929	+994,083	$124,976,919	+40.4%	0.68%
ZTS	Zoetis Inc. Healthcare	NEW	1,037,050	NEW	$122,589,680	NEW	0.67%
CHRW	C. H. Robinson Worldwide, Inc. Industrials	Added	718,534	+526,515	$119,326,940	+286.6%	0.65%
SYK	Stryker Corp Healthcare	NEW	360,452	NEW	$118,440,922	NEW	0.64%
PHYS	Sprott Physical Gold Trust Financial Services	Reduced	3,270,273	-187,097	$115,898,475	+1.5%	0.63%
ABBV	AbbVie Inc. Healthcare	Reduced	529,252	-6,324	$115,107,017	−5.9%	0.63%
AJG	Arthur J. Gallagher & Co. Financial Services	NEW	531,235	NEW	$115,054,876	NEW	0.62%
TMO	Thermo Fisher Scientific Inc. Healthcare	NEW	234,020	NEW	$115,027,850	NEW	0.62%
SNPS	Synopsys Inc Technology	Added	287,749	+242,555	$114,086,723	+437.4%	0.62%
NFLX	Netflix Inc Communication Services	Added	1,167,402	+390,103	$112,245,701	+54.0%	0.61%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	NEW	698,805	NEW	$111,599,158	NEW	0.61%
EXK	Endeavour Silver Corp Basic Materials	Added	11,660,396	+1,425,479	$108,558,286	+12.8%	0.59%
MU	Micron Technology Inc Technology	Added	321,100	+32,824	$108,480,423	+31.8%	0.59%
HL	Hecla Mining Co/De/ Basic Materials	Added	5,813,604	+1,206,151	$108,307,442	+22.5%	0.59%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	NEW	622,465	NEW	$107,966,554	NEW	0.59%
MNST	Monster Beverage Corp Consumer Defensive	Added	1,450,611	+748,993	$105,111,272	+95.4%	0.57%
HALO	Halozyme Therapeutics, Inc. Healthcare	Added	1,608,256	+38,697	$103,941,584	−1.6%	0.56%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.