Jupiter Asset Management Ltd.
Institutional investor · Portfolio as of Q2 2026
Top Holdings537 positions
 NVIDIA Corporation | 4.1M | $815.6M | 4.0% | $109.59 | +70.31% | 25 qtrssince 2020-Q2 | Increased 65 |
 Broadcom Inc. | 1.6M | $599.6M | 3.0% | $292.63 | +0.36% | 13 qtrssince 2023-Q2 | Increased 65 |
 Alphabet Inc. | 1.7M | $595.8M | 3.0% | $220.80 | +28.59% | 25 qtrssince 2020-Q2 | Decreased 0 |
 Apple Inc. | 1.9M | $543.3M | 2.7% | $178.71 | +91.58% | 25 qtrssince 2020-Q2 | Increased 61 |
 Microsoft Corporation | 1.5M | $540.7M | 2.7% | $325.06 | +63.24% | 30 qtrssince 2019-Q1 | Decreased 0 |
 Amazon.com, Inc. | 2.1M | $496.4M | 2.5% | $183.99 | +40.93% | 30 qtrssince 2019-Q1 | Increased 54 |
 Alphabet Inc. | 673,520 | $240.7M | 1.2% | $196.38 | +45.01% | 25 qtrssince 2020-Q2 | Decreased 0 |
 Micron Technology, Inc. | 204,104 | $235.6M | 1.2% | $259.17 | +166.23% | 4 qtrssince 2025-Q3 | Decreased 0 |
 Comcast Corporation | 9.1M | $224.6M | 1.1% | $26.47 | -7.86% | 2 qtrssince 2026-Q1 | Increased 65 |
 Visa Inc. | 632,706 | $215.2M | 1.1% | $295.22 | +43.16% | 30 qtrssince 2019-Q1 | Decreased 0 |
 The Walt Disney Company | 2.2M | $211.7M | 1.1% | $103.44 | +12.87% | 6 qtrssince 2025-Q1 | Increased 66 |
 Netflix, Inc. | 2.8M | $202.7M | 1.0% | $66.19 | -4.20% | 14 qtrssince 2023-Q1 | Increased 78 |
 Texas Instruments Incorporated | 685,377 | $197.1M | 1.0% | $180.01 | +54.08% | 30 qtrssince 2019-Q1 | Decreased 0 |
 Salesforce, Inc. | 1.2M | $190.7M | 0.9% | $187.69 | +13.83% | 8 qtrssince 2024-Q3 | Increased 51 |
 Agilent Technologies, Inc. | 1.4M | $188.8M | 0.9% | $118.43 | +47.57% | 30 qtrssince 2019-Q1 | Decreased 0 |
 SPROTT ASSET MANAGEMENT LP | 9.7M | $184.2M | 0.9% | $11.18 | +50.56% | 24 qtrssince 2020-Q3 | Increased 44 |
 First Majestic Silver Corp. | 10.2M | $173.5M | 0.9% | $8.82 | +71.92% | 6 qtrssince 2025-Q1 | Increased 50 |
 Gilead Sciences, Inc. | 1.4M | $171.5M | 0.9% | $127.17 | +31.23% | 4 qtrssince 2025-Q3 | Increased 69 |
 Bank of America Corporation | 3M | $170.4M | 0.8% | $53.73 | -8.02% | 4 qtrssince 2025-Q3 | Increased 49 |
 Danaher Corporation | 873,581 | $167M | 0.8% | — | — | 30 qtrssince 2019-Q1 | Increased 45 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2025-Q1 | $10,432,554,163 | 1.75091974173% |
| 2025-Q2 | $11,985,328,946 | 14.8839369414% |
| 2025-Q3 | $11,648,644,125 | -2.8091412636% |
| 2025-Q4 | $12,492,922,454 | 7.24786781998% |
| 2026-Q1 | $18,750,596,596 | 50.0897541391% |
| 2026-Q2 | $20,150,957,663 | 7.46835472584% |
Jupiter Asset Management Ltd. manages $20.2B across 537 positions as of Q2 2026. Top holdings: NVDA (4.0%), AVGO (3.0%), GOOG (3.0%). Fund DNA: Momentum Trader. HoldingsIntel Score: 1.5/5.0.
Active quarter - 166 new positions, 110 exits, 153 increased. Top move: NFLX (INCREASED, conviction 78). Portfolio: $20.2B across 537 positions.
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR