Jupiter Asset Management LTD 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Jupiter Asset Management LTD disclosed 481 US equity positions worth $18.8bn in its Q1 2026 13F filing. The largest position was MSFT at 3.6% of the reported book, followed by NVDA and GOOG.
What did Jupiter Asset Management LTD own in Q1 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | MSFT MICROSOFT CORP | Technology | 3.6% | $677.4m | 1,857,842 | – | |
| 2 | NVDA NVIDIA CORPORATION | Technology | 3.4% | $631.9m | 3,667,042 | – | |
| 3 | GOOG ALPHABET INC | Communication Services | 2.5% | $477.0m | 1,726,777 | – | |
| 4 | AMZN AMAZON COM INC | Consumer Cyclical | 2.2% | $420.1m | 2,071,093 | – | |
| 5 | AAPL APPLE INC | Technology | 2.2% | $416.1m | 1,639,701 | – | |
| 6 | AVGO BROADCOM INC | Technology | 2.1% | $396.8m | 1,319,593 | – | |
| 7 | GOOGL ALPHABET INC | Communication Services | 1.3% | $250.2m | 870,179 | – | |
| 8 | SPROTT ASSET MANAGEMENT LP | 1.2% | $229.9m | 9,467,883 | – | ||
| 9 | V VISA INC | Financial Services | 1.1% | $212.6m | 713,071 | – | |
| 10 | CRM SALESFORCE INC | Technology | 1.0% | $191.4m | 1,025,168 | – | |
| 11 | AG FIRST MAJESTIC SILVER CORP | Basic Materials | 1.0% | $187.3m | 8,721,883 | – | |
| 12 | CMCSA COMCAST CORP NEW | Communication Services | 1.0% | $185.0m | 6,444,511 | – | |
| 13 | A AGILENT TECHNOLOGIES INC | Healthcare | 1.0% | $181.6m | 1,623,406 | – | |
| 14 | CME CME GROUP INC | Financial Services | 0.9% | $174.8m | 593,525 | – | |
| 15 | SPROTT ASSET MANAGEMENT LP | 0.9% | $168.8m | 3,548,060 | – | ||
| 16 | DG DOLLAR GEN CORP | Consumer Defensive | 0.9% | $160.7m | 1,353,322 | – | |
| 17 | MA MASTERCARD INCORPORATED | Financial Services | 0.9% | $160.3m | 326,288 | – | |
| 18 | DHR DANAHER CORP DEL | Healthcare | 0.8% | $153.0m | 830,160 | – | |
| 19 | TXN TEXAS INSTRS INC | Technology | 0.8% | $152.0m | 809,544 | – | |
| 20 | F FORD MTR CO | Consumer Cyclical | 0.8% | $150.2m | 13,016,206 | – | |
| 21 | PODD INSULET CORP | Healthcare | 0.8% | $149.0m | 709,902 | – | |
| 22 | CDE COEUR MNG INC | Basic Materials | 0.8% | $147.0m | 7,829,327 | – | |
| 23 | NTRS NORTHERN TR CORP | Financial Services | 0.8% | $146.7m | 1,051,432 | – | |
| 24 | KO COCA COLA CO | Consumer Defensive | 0.8% | $145.7m | 1,932,167 | – | |
| 25 | DIS DISNEY WALT CO | Communication Services | 0.8% | $144.8m | 1,502,598 | – | |
| 26 | LYFT LYFT INC | Technology | 0.7% | $136.9m | 10,292,006 | – | |
| 27 | PAAS PAN AMERN SILVER CORP | Basic Materials | 0.7% | $134.7m | 2,464,866 | – | |
| 28 | ILMN ILLUMINA INC | Healthcare | 0.7% | $134.1m | 1,087,790 | – | |
| 29 | SPGI S&P GLOBAL INC | Financial Services | 0.7% | $131.8m | 319,570 | – | |
| 30 | TW TRADEWEB MKTS INC | Financial Services | 0.7% | $130.9m | 1,133,172 | – | |
| 31 | DLTR DOLLAR TREE INC | Consumer Defensive | 0.7% | $127.2m | 1,161,883 | – | |
| 32 | MTCH MATCH GROUP INC NEW | Communication Services | 0.7% | $126.0m | 4,101,913 | – | |
| 33 | COLLECTIVE MINING LTD | 0.7% | $124.2m | 7,096,929 | – | ||
| 34 | ICE INTERCONTINENTAL EXCHANGE IN | Financial Services | 0.7% | $123.5m | 796,744 | – | |
| 35 | BAC BANK AMERICA CORP | Financial Services | 0.6% | $119.9m | 2,564,511 | – | |
| 36 | ZTS ZOETIS INC | Healthcare | 0.6% | $119.6m | 1,037,050 | – | |
| 37 | CHRW C H ROBINSON WORLDWIDE IN | Industrials | 0.6% | $119.3m | 718,534 | – | |
| 38 | SYK STRYKER CORPORATION | Healthcare | 0.6% | $116.3m | 360,452 | – | |
| 39 | SPROTT ASSET MANAGEMENT LP | 0.6% | $115.7m | 3,270,273 | – | ||
| 40 | ABBV ABBVIE INC | Healthcare | 0.6% | $115.1m | 529,252 | – | |
| 41 | AJG GALLAGHER ARTHUR J & CO | Financial Services | 0.6% | $113.2m | 531,235 | – | |
| 42 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 0.6% | $111.0m | 234,020 | – | |
| 43 | SNPS SYNOPSYS INC | Technology | 0.6% | $109.7m | 287,749 | – | |
| 44 | EXK ENDEAVOUR SILVER CORP | Basic Materials | 0.6% | $108.5m | 11,660,396 | – | |
| 45 | MU MICRON TECHNOLOGY INC | Technology | 0.6% | $108.5m | 321,100 | – | |
| 46 | HL HECLA MINING COMPANY | Basic Materials | 0.6% | $108.3m | 5,813,604 | – | |
| 47 | NFLX NETFLIX INC. | Communication Services | 0.6% | $107.7m | 1,167,402 | – | |
| 48 | TJX TJX COS INC NEW | Consumer Cyclical | 0.6% | $107.6m | 698,805 | – | |
| 49 | MRSH MARSH & MCLENNAN COS INC | Financial Services | 0.6% | $107.4m | 622,465 | – | |
| 50 | MNST MONSTER BEVERAGE CORP NEW | Consumer Defensive | 0.6% | $105.1m | 1,450,611 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.