JUPITER ASSET MANAGEMENT LTD
CIK 1215838
13F filing for Q2 2026・No. 373
- Holdings
- US$20.15B
- Quarter change
- +US$1.4B
- Entries
- 769
- Net bought (estimate)
- +US$203.13M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 166
- Sold out 110
- Cut 164
- Added 155
- Corporate actions 0
- Unchanged 52
Largest holdings
537 stocks worth US$20.15B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM* | Added | 4,105,778 | US$815.61M | 4.05% |
| AVGOBroadcomCOM | Added | 1,601,391 | US$599.56M | 2.98% |
| GOOGALPHABET INCCAP STK CL C* | Cut | 1,699,969 | US$595.77M | 2.96% |
| AAPLAppleCOM* | Added | 1,877,668 | US$543.32M | 2.70% |
| MSFTMicrosoftCOM* | Cut | 1,462,691 | US$540.66M | 2.68% |
| AMZNAmazonCOM* | Added | 2,082,772 | US$496.38M | 2.46% |
| GOOGLAlphabetCAP STK CL A* | Cut | 673,520 | US$240.7M | 1.19% |
| MUMicronCOM* | Cut | 204,104 | US$235.6M | 1.17% |
| CMCSACOMCAST CORP NEWCL A* | Added | 9,148,894 | US$224.61M | 1.11% |
| VVISA INCCOM CL A* | Cut | 632,706 | US$215.25M | 1.07% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.