Jupiter Asset Management LTD 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Jupiter Asset Management LTD disclosed 537 US equity positions worth $20.2bn in its Q2 2026 13F filing. The largest position was NVDA at 4.0% of the reported book, followed by AVGO and GOOG. Against the Q1 2026 filing, it opened 0 new positions, added to 31 and reduced 19 among the top 50 holdings.
What did Jupiter Asset Management LTD own in Q2 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | NVDA NVIDIA CORPORATION | Technology | 4.0% | $815.6m | 4,105,778 | 12% | added |
| 2 | AVGO BROADCOM INC | Technology | 3.0% | $599.6m | 1,601,391 | 21% | added |
| 3 | GOOG ALPHABET INC | Communication Services | 3.0% | $595.8m | 1,699,969 | -2% | reduced |
| 4 | AAPL APPLE INC | Technology | 2.7% | $543.3m | 1,877,668 | 15% | added |
| 5 | MSFT MICROSOFT CORP | Technology | 2.7% | $540.7m | 1,462,691 | -21% | reduced |
| 6 | AMZN AMAZON COM INC | Consumer Cyclical | 2.5% | $496.4m | 2,082,772 | 1% | added |
| 7 | GOOGL ALPHABET INC | Communication Services | 1.2% | $240.7m | 673,520 | -23% | reduced |
| 8 | MU MICRON TECHNOLOGY INC | Technology | 1.2% | $235.6m | 204,104 | -36% | reduced |
| 9 | CMCSA COMCAST CORP NEW | Communication Services | 1.1% | $224.6m | 9,148,894 | 42% | added |
| 10 | V VISA INC | Financial Services | 1.1% | $215.2m | 632,706 | -11% | reduced |
| 11 | DIS DISNEY WALT CO | Communication Services | 1.1% | $211.7m | 2,199,577 | 46% | added |
| 12 | NFLX NETFLIX INC. | Communication Services | 1.0% | $202.7m | 2,806,929 | 140% | added |
| 13 | TXN TEXAS INSTRS INC | Technology | 1.0% | $197.1m | 685,377 | -15% | reduced |
| 14 | CRM SALESFORCE INC | Technology | 0.9% | $190.7m | 1,217,138 | 19% | added |
| 15 | A AGILENT TECHNOLOGIES INC | Healthcare | 0.9% | $188.8m | 1,429,553 | -12% | reduced |
| 16 | SPROTT ASSET MANAGEMENT LP | 0.9% | $184.2m | 9,666,763 | 2% | added | |
| 17 | AG FIRST MAJESTIC SILVER CORP | Basic Materials | 0.9% | $173.5m | 10,228,905 | 17% | added |
| 18 | GILD GILEAD SCIENCES INC | Healthcare | 0.9% | $171.5m | 1,357,537 | 565% | added |
| 19 | BAC BANK OF AMER CORP | Financial Services | 0.8% | $170.4m | 2,969,804 | 16% | added |
| 20 | DHR DANAHER CORP DEL | Healthcare | 0.8% | $167.0m | 873,581 | 5% | added |
| 21 | MA MASTERCARD INCORPORATED | Financial Services | 0.8% | $157.0m | 309,250 | -5% | reduced |
| 22 | PODD INSULET CORP | Healthcare | 0.8% | $156.3m | 1,026,691 | 45% | added |
| 23 | CHRW C H ROBINSON WORLDWIDE IN | Industrials | 0.8% | $154.9m | 822,335 | 14% | added |
| 24 | KR KROGER CO | Consumer Defensive | 0.8% | $153.7m | 2,768,645 | 386% | added |
| 25 | MTCH MATCH GROUP INC NEW | Communication Services | 0.7% | $150.1m | 3,944,403 | -4% | reduced |
| 26 | ILMN ILLUMINA INC | Healthcare | 0.7% | $147.8m | 840,681 | -23% | reduced |
| 27 | SPROTT ASSET MANAGEMENT LP | 0.7% | $147.7m | 3,657,084 | 3% | added | |
| 28 | AMD ADVANCED MICRO DEVICES INC | Technology | 0.7% | $145.7m | 250,731 | 1% | added |
| 29 | DG DOLLAR GEN CORP | Consumer Defensive | 0.7% | $136.2m | 1,182,965 | -13% | reduced |
| 30 | SNPS SYNOPSYS INC | Technology | 0.7% | $135.8m | 306,065 | 6% | added |
| 31 | ADBE ADOBE INC | Technology | 0.7% | $133.0m | 648,891 | 181% | added |
| 32 | KO COCA COLA CO | Consumer Defensive | 0.7% | $132.2m | 1,613,789 | -16% | reduced |
| 33 | DLTR DOLLAR TREE INC | Consumer Defensive | 0.7% | $132.0m | 1,091,278 | -6% | reduced |
| 34 | WPM WHEATON PRECIOUS METALS CORP | Basic Materials | 0.6% | $130.1m | 1,158,351 | 183% | added |
| 35 | AIG AMERICAN INTL GROUP INC | Financial Services | 0.6% | $129.2m | 1,733,470 | 40% | added |
| 36 | C CITIGROUP INC | Financial Services | 0.6% | $128.9m | 921,083 | 154% | added |
| 37 | ABBV ABBVIE INC | Healthcare | 0.6% | $128.5m | 510,735 | -3% | reduced |
| 38 | AJG GALLAGHER ARTHUR J & CO | Financial Services | 0.6% | $125.9m | 559,087 | 5% | added |
| 39 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 0.6% | $121.7m | 264,817 | 4% | added |
| 40 | SYK STRYKER CORPORATION | Healthcare | 0.6% | $120.5m | 367,760 | 2% | added |
| 41 | MCK MCKESSON CORP | Healthcare | 0.6% | $120.2m | 159,126 | 72% | added |
| 42 | SPGI S&P GLOBAL INC | Financial Services | 0.6% | $114.7m | 282,985 | -11% | reduced |
| 43 | CME CME GROUP INC | Financial Services | 0.6% | $114.0m | 524,048 | -12% | reduced |
| 44 | COLLECTIVE MINING LTD | 0.6% | $113.8m | 9,250,000 | 30% | added | |
| 45 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 0.5% | $110.1m | 218,925 | -6% | reduced |
| 46 | PAAS PAN AMERN SILVER CORP | Basic Materials | 0.5% | $107.9m | 2,409,472 | -2% | reduced |
| 47 | NTRS NORTHERN TR CORP | Financial Services | 0.5% | $106.8m | 614,410 | -42% | reduced |
| 48 | TW TRADEWEB MKTS INC | Financial Services | 0.5% | $105.2m | 1,148,832 | 1% | added |
| 49 | ELAN ELANCO ANIMAL HEALTH INC | Healthcare | 0.5% | $103.8m | 4,219,279 | 36% | added |
| 50 | SPROTT ASSET MANAGEMENT LP | 0.5% | $103.8m | 3,426,260 | 5% | added |
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.