JUPITER ASSET MANAGEMENT LTD

CIK

1215838

Location

London, X0

Portfolio Value

Large $18,340,853,271

Diversification

Diversified

Filing Date

Global Rank

#291 / 8,603 ▲ 89 · as of Mar 2026

Top Industry

Semiconductors 8.1%

3Y Alpha vs SPY

+1.2%

Period ended 3 months ago

Filed May 12, 2026 · 58d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+81.3%

SPY

+76.5%

Annualised alpha

+1.1%

Max drawdown

−19.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

3.7%

−0.8 pts

Top 5

14.1%

−0.7 pts

Top 10

19.9%

−2.3 pts

HHI

Diversified−16

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	26.1%	$4,781,737,730	77
Financial Services	18.3%	$3,351,781,166	72
Healthcare	12.1%	$2,213,692,880	58
Consumer Cyclical	8.8%	$1,620,192,183	59
Communication Services	8.1%	$1,482,904,540	36
Industrials	7.4%	$1,361,321,172	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	2.4%	$440,713,480	22
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
TW	Tradeweb Markets Inc.	1,133,172	$133,329,017
SPGI	S&P Global Inc.	319,570	$128,595,926
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	$14,922,185
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

478 positions · $18,340,853,271 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 478 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%	3.75%
NVDA	Nvidia Corp Technology	Added	3,667,042	+675,956	$639,532,123	+14.6%	3.49%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,071,093	+1,204,081	$431,346,538	+115.5%	2.35%
AAPL	Apple Inc. Technology	Added	1,639,701	+58,337	$416,139,716	−3.2%	2.27%
AVGO	Broadcom Inc. Technology	Added	1,319,593	+702,607	$408,427,228	+91.3%	2.23%
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%	1.26%
V	Visa Inc. Financial Services	Added	713,071	+466,273	$215,518,577	+149.0%	1.18%
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%	1.01%
CMCSA	Comcast Corp Communication Services	NEW	6,444,511	NEW	$185,021,909	NEW	1.01%
CME	Cme Group Inc. Financial Services	Added	593,525	+506,967	$175,297,608	+641.6%	0.96%
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%	0.88%
DHR	Danaher Corp /De/ Healthcare	Added	830,160	+572,247	$157,398,335	+166.6%	0.86%
TXN	Texas Instruments Inc Technology	Added	809,544	+512,321	$157,164,871	+204.8%	0.86%
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%	0.75%
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	0.73%
SPGI	S&P Global Inc. Financial Services	NEW	319,570	NEW	$128,595,926	NEW	0.70%
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%	0.69%
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	0.65%
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	0.63%
TMO	Thermo Fisher Scientific Inc. Healthcare	NEW	234,020	NEW	$115,027,850	NEW	0.63%
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%	0.57%