Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

JUPITER ASSET MANAGEMENT LTD 13F Holdings -- Portfolio & Top Positions (2026-06-30)

JUPITER ASSET MANAGEMENT LTD (CIK 1215838) reported $20.15B across 537 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($815.6M, 4.05%), AVGO ($599.6M, 2.98%), GOOG ($595.8M, 2.96%), AAPL ($543.3M, 2.70%), MSFT ($540.7M, 2.68%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1NVDANVIDIA CORPORATION$815.6M4.05%4.1MAdded
2AVGOBROADCOM INC$599.6M2.98%1.6MAdded
3GOOGALPHABET INC$595.8M2.96%1.7MTrimmed
4AAPLAPPLE INC$543.3M2.70%1.9MAdded
5MSFTMICROSOFT CORP$540.7M2.68%1.5MTrimmed
6AMZNAMAZON COM INC$496.4M2.46%2.1MAdded
7GOOGLALPHABET INC$240.7M1.19%673,520Trimmed
8MUMICRON TECHNOLOGY INC$235.6M1.17%204,104Trimmed
9CMCSACOMCAST CORP NEW$224.6M1.11%9.1MAdded
10VVISA INC$215.2M1.07%632,706Trimmed
11DISDISNEY WALT CO$211.7M1.05%2.2MAdded
12NFLXNETFLIX INC.$202.7M1.01%2.8MAdded
13TXNTEXAS INSTRS INC$197.1M0.98%685,377Trimmed
14CRMSALESFORCE INC$190.7M0.95%1.2MAdded
15AAGILENT TECHNOLOGIES INC$188.8M0.94%1.4MTrimmed
16PSLVSPROTT ASSET MANAGEMENT LP$184.2M0.91%9.7MAdded
17AGFIRST MAJESTIC SILVER CORP$173.5M0.86%10.2MAdded
18GILDGILEAD SCIENCES INC$171.5M0.85%1.4MAdded
19BACBANK OF AMER CORP$170.4M0.85%3.0MAdded
20DHRDANAHER CORP DEL$167.0M0.83%873,581Added
21MAMASTERCARD INCORPORATED$157.0M0.78%309,250Trimmed
22PODDINSULET CORP$156.3M0.78%1.0MAdded
23CHRWC H ROBINSON WORLDWIDE IN$154.9M0.77%822,335Added
24KRKROGER CO$153.7M0.76%2.8MAdded
25MTCHMATCH GROUP INC NEW$150.1M0.74%3.9MTrimmed

Source: SEC Form 13F filings · as of 2026-06-30