Jupiter Asset Management Ltd

13F filer · CIK 0001215838

Reported Aug 10, 2026

13F portfolio value$20.2BU.S. long equity reported on 13F

Positions536Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight22.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 10, 2026536 positions
NVDANvidia Corp	$816M	4.05%	0.02%	+12.0%	Q3 2018
AVGOBroadcom Inc.	$600M	2.98%	0.03%	+21.4%	Q1 2019
GOOGAlphabet Inc.	$596M	2.96%	Not reported	-1.6%	Q2 2020
AAPLApple Inc.	$543M	2.70%	0.01%	+14.5%	Q3 2013
MSFTMicrosoft Corp	$541M	2.68%	0.02%	-21.3%	Q3 2013
AMZNAmazon Com Inc	$496M	2.46%	0.02%	+0.6%	Q2 2018
GOOGLAlphabet Inc.	$241M	1.19%	0.01%	-22.6%	Q2 2020
MUMicron Technology Inc	$236M	1.17%	0.02%	-36.4%	Q1 2019
CMCSAComcast Corp	$225M	1.11%	0.22%	+42.0%	Q3 2013
VVisa Inc.	$215M	1.07%	0.03%	-11.3%	Q3 2013
DISWalt Disney Co	$212M	1.05%	0.13%	+46.4%	Q4 2017
NFLXNetflix Inc	$203M	1.01%	0.07%	+140.4%	Q2 2020
TXNTexas Instruments Inc	$197M	0.98%	0.08%	-15.3%	Q2 2018
CRMSalesforce, Inc.	$191M	0.95%	0.15%	+18.7%	Q2 2020
AAgilent Technologies, Inc.	$189M	0.94%	0.51%	-11.9%	Q3 2013
PSLVSprott Physical Silver Trust	$184M	0.91%	1.57%	+2.1%	Q3 2020
AGFirst Majestic Silver Corp	$174M	0.86%	2.08%	+17.3%	Q3 2020
GILDGilead Sciences, Inc.	$172M	0.85%	0.11%	+565.0%	Q1 2017
BACBank of America Corp	$170M	0.85%	0.04%	+15.8%	Q3 2013
DHRDanaher Corp	$167M	0.83%	0.12%	+5.2%	Q2 2018
MAMastercard Inc	$157M	0.78%	0.03%	-5.2%	Q3 2013
PODDInsulet Corp	$156M	0.78%	1.48%	+44.6%	Q2 2023
CHRWC. H. Robinson Worldwide, Inc.	$155M	0.77%	0.70%	+14.5%	Q2 2022
KRKroger Co	$154M	0.76%	0.45%	+385.7%	Q3 2013
MTCHMatch Group, Inc.	$150M	0.74%	1.72%	-3.8%	Q4 2024
ILMNIllumina, Inc.	$148M	0.73%	0.56%	-22.7%	Q3 2021
CEFSprott Physical Gold & Silver Trust	$148M	0.73%	1.92%	+3.1%	Q3 2020
AMDAdvanced Micro Devices Inc	$146M	0.72%	0.02%	+1.1%	Q3 2020
DGDollar General Corp	$136M	0.68%	0.54%	-12.6%	Q1 2020
SNPSSynopsys Inc	$136M	0.67%	0.16%	+6.4%	Q3 2020
ADBEAdobe Inc.	$133M	0.66%	0.16%	+181.5%	Q2 2018
KOCoca Cola Co	$132M	0.66%	0.04%	-16.5%	Q3 2013
DLTRDollar Tree, Inc.	$132M	0.66%	0.57%	-6.1%	Q3 2022
WPMWheaton Precious Metals Corp.	$130M	0.65%	0.26%	+183.3%	Q4 2020
AIGAmerican International Group, Inc.	$129M	0.64%	0.33%	+39.5%	Q3 2013
CCitigroup Inc	$129M	0.64%	0.05%	+154.4%	Q3 2013
ABBVAbbVie Inc.	$129M	0.64%	0.03%	-3.5%	Q3 2013
AJGArthur J. Gallagher & Co.	$126M	0.63%	0.22%	+5.2%	Q2 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$122M	0.60%	0.00%	+3.6%	Q3 2013
SYKStryker Corp	$120M	0.60%	0.10%	+2.0%	Q1 2026
MCKMckesson Corp	$120M	0.60%	0.13%	+72.0%	Q3 2020
SPGIS&P Global Inc.	$115M	0.57%	0.10%	-11.5%	Q2 2016
CMECme Group Inc.	$114M	0.57%	0.16%	-11.7%	Q1 2017
CNLCollective Mining Ltd.	$114M	0.56%	10.00%	+30.3%	Q1 2025
TMOThermo Fisher Scientific Inc.	$110M	0.55%	0.06%	-6.5%	Q4 2018
PAASPan American Silver Corp	$108M	0.54%	0.57%	-2.3%	Q3 2020
NTRSNorthern Trust Corp	$107M	0.53%	0.34%	-41.6%	Q2 2017
TWTradeweb Markets Inc.	$105M	0.52%	1148832.00%	+1.4%	Q2 2020
ELANElanco Animal Health Inc	$104M	0.52%	0.84%	+35.7%	Q2 2022
PHYSSprott Physical Gold Trust	$104M	0.52%	0.72%	+4.8%	Q3 2020

Q1 2026Reported May 12, 2026479 positions
MSFTMicrosoft Corp	$677M	3.61%	0.03%	+141.4%	Q3 2013
NVDANvidia Corp	$632M	3.37%	0.02%	+22.6%	Q3 2018
GOOGAlphabet Inc.	$477M	2.54%	Not reported	+182.8%	Q2 2020
AMZNAmazon Com Inc	$420M	2.24%	0.02%	+138.9%	Q2 2018
AAPLApple Inc.	$416M	2.22%	0.01%	+3.7%	Q3 2013
AVGOBroadcom Inc.	$397M	2.12%	0.03%	+113.9%	Q1 2019
GOOGLAlphabet Inc.	$250M	1.33%	0.01%	+49.8%	Q2 2020
PSLVSprott Physical Silver Trust	$230M	1.23%	1.54%	+0.8%	Q3 2020
VVisa Inc.	$213M	1.13%	0.04%	+188.9%	Q3 2013
CRMSalesforce, Inc.	$191M	1.02%	0.11%	+1115.2%	Q2 2020
AGFirst Majestic Silver Corp	$187M	1.00%	1.78%	-7.2%	Q3 2020
CMCSAComcast Corp	$185M	0.99%	0.16%	Not reported	Q3 2013
AAgilent Technologies, Inc.	$182M	0.97%	0.57%	+225.3%	Q3 2013
CMECme Group Inc.	$175M	0.93%	0.18%	+585.7%	Q1 2017
CEFSprott Physical Gold & Silver Trust	$169M	0.90%	1.86%	-1.6%	Q3 2020
DGDollar General Corp	$161M	0.86%	0.61%	+253.7%	Q1 2020
MAMastercard Inc	$160M	0.86%	0.03%	+216.9%	Q3 2013
DHRDanaher Corp	$153M	0.82%	0.12%	+221.9%	Q2 2018
TXNTexas Instruments Inc	$152M	0.81%	0.09%	+172.4%	Q2 2018
FFord Motor Co	$150M	0.80%	0.35%	+35781.0%	Q4 2020
PODDInsulet Corp	$149M	0.79%	1.01%	+202.8%	Q2 2023
CDECoeur Mining, Inc.	$147M	0.78%	0.76%	-8.3%	Q3 2020
NTRSNorthern Trust Corp	$147M	0.78%	0.57%	+1.9%	Q2 2017
KOCoca Cola Co	$146M	0.78%	0.04%	Not reported	Q3 2013
DISWalt Disney Co	$145M	0.77%	0.08%	+43.4%	Q4 2017
LYFTLyft, Inc.	$137M	0.73%	2.59%	+159.2%	Q2 2020
PAASPan American Silver Corp	$135M	0.72%	0.58%	+13.5%	Q3 2020
ILMNIllumina, Inc.	$134M	0.72%	0.71%	+300.9%	Q3 2021
SPGIS&P Global Inc.	$132M	0.70%	0.11%	Not reported	Q2 2016
TWTradeweb Markets Inc.	$131M	0.70%	1133172.00%	Not reported	Q2 2020
DLTRDollar Tree, Inc.	$127M	0.68%	0.59%	+446.0%	Q3 2022
MTCHMatch Group, Inc.	$126M	0.67%	1.75%	+3.3%	Q4 2024
CNLCollective Mining Ltd.	$124M	0.66%	7.67%	+16.3%	Q1 2025
ICEIntercontinental Exchange, Inc.	$124M	0.66%	0.14%	Not reported	Q4 2013
BACBank of America Corp	$120M	0.64%	0.04%	+2.0%	Q3 2013
ZTSZoetis Inc.	$120M	0.64%	0.25%	Not reported	Q4 2018
CHRWC. H. Robinson Worldwide, Inc.	$119M	0.64%	0.61%	+274.2%	Q2 2022
SYKStryker Corp	$116M	0.62%	0.09%	New	Q1 2026
PHYSSprott Physical Gold Trust	$116M	0.62%	0.69%	-5.4%	Q3 2020
ABBVAbbVie Inc.	$115M	0.61%	0.03%	-1.2%	Q3 2013
AJGArthur J. Gallagher & Co.	$113M	0.60%	0.21%	Not reported	Q2 2022
TMOThermo Fisher Scientific Inc.	$111M	0.59%	0.06%	Not reported	Q4 2018
SNPSSynopsys Inc	$110M	0.59%	0.15%	+536.7%	Q3 2020
EXKEndeavour Silver Corp	$109M	0.58%	4.45%	+13.9%	Q3 2020
MUMicron Technology Inc	$108M	0.58%	0.03%	+11.4%	Q1 2019
HLHecla Mining Co	$108M	0.58%	0.87%	+26.2%	Q3 2020
NFLXNetflix Inc	$108M	0.57%	0.03%	+50.2%	Q2 2020
TJXTJX Companies Inc	$108M	0.57%	0.06%	New	Q1 2026
MRSHMarsh & Mclennan Companies, Inc.	$107M	0.57%	0.13%	Not reported	Q3 2013
MNSTMonster Beverage Corp	$105M	0.56%	0.15%	+106.8%	Q3 2020

Q4 2025Reported Feb 10, 2026404 positions
NVDANvidia Corp	$558M	4.47%	0.01%	+13.9%	Q3 2018
AAPLApple Inc.	$430M	3.44%	0.01%	+5.2%	Q3 2013
MSFTMicrosoft Corp	$372M	2.98%	0.01%	+4.2%	Q3 2013
CCitigroup Inc	$231M	1.85%	0.11%	+8.1%	Q3 2013
PSLVSprott Physical Silver Trust	$221M	1.77%	1.53%	-4.3%	Q3 2020
AVGOBroadcom Inc.	$214M	1.71%	0.01%	-15.2%	Q1 2019
AMZNAmazon Com Inc	$200M	1.60%	0.01%	+4.8%	Q2 2018
GOOGAlphabet Inc.	$192M	1.53%	Not reported	+3.1%	Q2 2020
GOOGLAlphabet Inc.	$182M	1.46%	0.00%	+9.0%	Q2 2020
JNJJohnson & Johnson	$166M	1.33%	0.03%	+508.5%	Q3 2013
CEFSprott Physical Gold & Silver Trust	$165M	1.32%	1.89%	+1.5%	Q3 2020
AGFirst Majestic Silver Corp	$156M	1.25%	1.91%	-3.2%	Q3 2020
CDECoeur Mining, Inc.	$152M	1.22%	1.33%	+38.4%	Q3 2020
NTRSNorthern Trust Corp	$141M	1.13%	0.55%	+114.1%	Q2 2017
BACBank of America Corp	$138M	1.11%	0.03%	+369.7%	Q3 2013
AIGAmerican International Group, Inc.	$129M	1.03%	0.28%	-6.9%	Q3 2013
MTCHMatch Group, Inc.	$128M	1.03%	1.71%	+14.9%	Q4 2024
VICIVici Properties Inc.	$128M	1.02%	0.43%	+1699.8%	Q1 2021
CSGPCostar Group, Inc.	$125M	1.00%	0.45%	+386.3%	Q2 2019
ABBVAbbVie Inc.	$122M	0.98%	0.03%	+23216.3%	Q3 2013
DISWalt Disney Co	$119M	0.95%	0.06%	-13.6%	Q4 2017
PHYSSprott Physical Gold Trust	$114M	0.91%	0.73%	+9.9%	Q3 2020
PAASPan American Silver Corp	$113M	0.90%	0.51%	+1.3%	Q3 2020
FOXAFox Corp	$112M	0.90%	153532800.00%	-6.3%	Q4 2024
METAMeta Platforms, Inc.	$110M	0.88%	Not reported	-36.7%	Q3 2020
HALOHalozyme Therapeutics, Inc.	$106M	0.85%	1.33%	+96.1%	Q1 2025
VRSNVerisign Inc	$100M	0.80%	0.45%	+85.8%	Q3 2020
URBNUrban Outfitters Inc	$97.6M	0.78%	1.45%	+33.8%	Q3 2017
WPMWheaton Precious Metals Corp.	$97.3M	0.78%	0.18%	+4.9%	Q4 2020
EXKEndeavour Silver Corp	$96.3M	0.77%	3.90%	Not reported	Q3 2020
TSLATesla, Inc.	$92.6M	0.74%	0.01%	-14.6%	Q3 2018
EXELExelixis, Inc.	$89.3M	0.71%	0.76%	-3.5%	Q3 2020
CNLCollective Mining Ltd.	$89M	0.71%	6.60%	+36.6%	Q1 2025
HLHecla Mining Co	$88.4M	0.71%	0.69%	Not reported	Q3 2020
FHNFirst Horizon Corp	$87.3M	0.70%	0.74%	+68.0%	Q2 2024
TAt&T Inc.	$87.2M	0.70%	0.05%	Not reported	Q1 2015
VVisa Inc.	$86.6M	0.69%	0.01%	-26.8%	Q3 2013
AIZAssurant, Inc.	$84.1M	0.67%	0.70%	+1.6%	Q1 2025
MCKMckesson Corp	$83.2M	0.67%	0.08%	+4.7%	Q3 2020
MUMicron Technology Inc	$82.3M	0.66%	0.03%	+237.9%	Q1 2019
ELANElanco Animal Health Inc	$82.2M	0.66%	0.73%	-2.2%	Q2 2022
UBERUber Technologies, Inc	$79.7M	0.64%	0.05%	Not reported	Q2 2022
SCHWSchwab Charles Corp	$79.7M	0.64%	0.04%	-10.6%	Q1 2016
RLRalph Lauren Corp	$79M	0.63%	Not reported	-6.4%	Q2 2017
LYFTLyft, Inc.	$76.9M	0.62%	0.99%	+29.6%	Q2 2020
NFLXNetflix Inc	$72.9M	0.58%	0.02%	-27.4%	Q2 2020
HIGHartford Insurance Group, Inc.	$70.9M	0.57%	0.18%	+10.4%	Q3 2013
AGIAlamos Gold Inc	$70.3M	0.56%	0.43%	+7.9%	Q3 2014
COFCapital One Financial Corp	$68.4M	0.55%	0.05%	-26.6%	Q3 2014
LRCXLam Research Corp	$68.3M	0.55%	0.03%	-39.5%	Q2 2020

Q3 2025Reported Nov 10, 2025406 positions
NVDANvidia Corp	$490M	4.21%	0.01%	-19.2%	Q3 2018
AAPLApple Inc.	$383M	3.28%	0.01%	-10.9%	Q3 2013
MSFTMicrosoft Corp	$383M	3.28%	0.01%	-3.2%	Q3 2013
AVGOBroadcom Inc.	$240M	2.06%	0.02%	+44.7%	Q1 2019
METAMeta Platforms, Inc.	$194M	1.66%	Not reported	+31.2%	Q3 2020
CCitigroup Inc	$186M	1.60%	0.10%	+440.5%	Q3 2013
AMZNAmazon Com Inc	$182M	1.56%	0.01%	-6.0%	Q2 2018
PSLVSprott Physical Silver Trust	$154M	1.32%	1.89%	+29.0%	Q3 2020
GOOGAlphabet Inc.	$144M	1.24%	Not reported	-7.7%	Q2 2020
DISWalt Disney Co	$139M	1.19%	0.06%	+1158.2%	Q4 2017
CEFSprott Physical Gold & Silver Trust	$130M	1.12%	1.77%	+29.7%	Q3 2020
GOOGLAlphabet Inc.	$130M	1.11%	0.00%	-1.3%	Q2 2020
NFLXNetflix Inc	$128M	1.10%	0.03%	-12.9%	Q2 2020
AIGAmerican International Group, Inc.	$127M	1.09%	0.30%	+2157.1%	Q3 2013
MTCHMatch Group, Inc.	$122M	1.05%	1.45%	-0.9%	Q4 2024
AGFirst Majestic Silver Corp	$119M	1.02%	3.21%	+7.6%	Q3 2020
DLTRDollar Tree, Inc.	$119M	1.02%	0.62%	Not reported	Q3 2022
CDECoeur Mining, Inc.	$116M	0.99%	0.96%	-6.4%	Q3 2020
VVisa Inc.	$115M	0.99%	0.02%	-39.8%	Q3 2013
TSLATesla, Inc.	$107M	0.92%	0.01%	-19.9%	Q3 2018
FOXAFox Corp	$103M	0.89%	163831900.00%	+27.8%	Q4 2024
CRMSalesforce, Inc.	$101M	0.87%	0.04%	-2.5%	Q2 2020
BBWIBath & Body Works, Inc.	$95.7M	0.82%	1.80%	+553.2%	Q3 2024
PHYSSprott Physical Gold Trust	$92.9M	0.80%	0.75%	+39.9%	Q3 2020
FFIVF5, Inc.	$90.7M	0.78%	0.49%	-6.8%	Q2 2024
WPMWheaton Precious Metals Corp.	$88.3M	0.76%	0.17%	+18.0%	Q4 2020
LRCXLam Research Corp	$88.3M	0.76%	0.05%	-13.9%	Q2 2020
AEMAgnico Eagle Mines Ltd	$87.3M	0.75%	0.10%	+6.3%	Q1 2022
EXELExelixis, Inc.	$87.2M	0.75%	0.78%	+99.3%	Q3 2020
DOCUDocusign, Inc.	$86.8M	0.75%	0.60%	-8.5%	Q2 2020
HWMHowmet Aerospace Inc.	$86.7M	0.74%	0.11%	-14.3%	Q4 2020
SCHWSchwab Charles Corp	$85.1M	0.73%	0.05%	+5533.6%	Q1 2016
PAASPan American Silver Corp	$83.1M	0.71%	0.59%	+150.6%	Q3 2020
COFCapital One Financial Corp	$81.7M	0.70%	0.06%	+19.9%	Q3 2014
EBAYEbay Inc	$81.2M	0.70%	0.20%	+236.9%	Q3 2013
EXKEndeavour Silver Corp	$80.2M	0.69%	3.90%	-3.1%	Q3 2020
PMPhilip Morris International Inc.	$78.9M	0.68%	0.03%	+205.3%	Q3 2013
SFMSprouts Farmers Market, Inc.	$77.6M	0.67%	0.73%	+71.6%	Q2 2021
BKNGBooking Holdings Inc.	$76.9M	0.66%	0.04%	-19.6%	Q1 2020
WELLWelltower Inc.	$76.4M	0.66%	0.06%	Not reported	Q1 2019
MCKMckesson Corp	$74.9M	0.64%	0.08%	Not reported	Q3 2020
ELANElanco Animal Health Inc	$74.9M	0.64%	0.75%	+98.8%	Q2 2022
RLRalph Lauren Corp	$74.8M	0.64%	Not reported	Not reported	Q2 2017
AIZAssurant, Inc.	$74.5M	0.64%	0.69%	-3.4%	Q1 2025
URBNUrban Outfitters Inc	$69.3M	0.59%	1.08%	+900.1%	Q3 2017
PYPLPayPal Holdings, Inc.	$68.7M	0.59%	0.11%	+128.5%	Q3 2015
LYFTLyft, Inc.	$67.5M	0.58%	8.55%	+56.8%	Q2 2020
UNPUnion Pacific Corp	$66.8M	0.57%	0.05%	Not reported	Q3 2020
BZKanzhun Ltd	$66.4M	0.57%	2.84%	+461.7%	Q2 2022
CTVACorteva, Inc.	$66M	0.57%	0.14%	Not reported	Q2 2019

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