JUPITER ASSET MANAGEMENT LTD

CIK: 0001215838SEC EDGAR →

Portfolio Value

$12.5B

Holdings

407

As of

Q4 2025

New Positions

140

Closed Positions

166

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

NVIDIA CORPORATION

2,991,086$557.8M
4.47%
2

APPLE INC

1,581,364$429.9M
3.44%
3

MICROSOFT CORP

769,651$372.2M
2.98%
4

CITIGROUP INC

1,983,565$231.5M
1.85%
5

SPROTT ASSET MANAGEMENT LP

9,391,147$220.5M
1.77%
6

BROADCOM INC

616,986$213.5M
1.71%
7

AMAZON COM INC

867,012$200.1M
1.60%
8

ALPHABET INC

610,506$191.6M
1.53%
9

ALPHABET INC

580,828$181.8M
1.46%
10

JOHNSON & JOHNSON

803,956$166.4M
1.33%

Quarterly Changes

Top Buys

JNJ↑ Increased
$141.9M
ABBV↑ Increased
$121.8M
VICI↑ Increased
$119.6M
BAC↑ Increased
$110.7M
CSGP↑ Increased
$93.0M

Top Sells

META↓ Decreased
$193.7M
DLTR↓ Decreased
$92.6M
FFIVCLOSED
$90.7M
AEM↓ Decreased
$82.6M
CRM↓ Decreased
$78.5M

New Positions (98)

$88.4M · 4.6M shares
$87.2M · 3.5M shares
$79.7M · 975K shares
$66.6M · 234K shares
$66.5M · 901K shares
$57.6M · 1.3M shares
$56.0M · 1.6M shares
$50.8M · 383K shares
$46.3M · 3.2M shares
$41.6M · 647K shares
$40.3M · 188K shares
$37.8M · 147K shares
$33.3M · 1.4M shares
$31.9M · 716K shares
$31.8M · 1.9M shares
$30.9M · 192K shares
$29.9M · 653K shares
$28.9M · 363K shares
$27.4M · 361K shares
$21.2M · 72K shares
$20.9M · 180K shares
$20.5M · 91K shares
$20.0M · 816K shares
$19.4M · 466K shares
$15.4M · 289K shares
$13.7M · 455K shares
$11.4M · 66K shares
$9.8M · 1.2M shares
$9.6M · 941K shares
$9.3M · 34K shares
$9.2M · 207K shares
$8.5M · 242K shares
$8.1M · 81K shares
$6.5M · 638K shares
$6.2M · 723K shares
$6.0M · 74K shares
$5.5M · 45K shares
$5.0M · 621K shares
$4.9M · 101K shares
$4.7M · 55K shares
$4.7M · 908K shares
$3.9M · 426K shares
$3.9M · 71K shares
$3.5M · 178K shares
$3.4M · 325K shares
$3.3M · 25K shares
$2.8M · 28K shares
$2.4M · 85K shares
$2.2M · 7K shares
$2.1M · 48K shares
$2.1M · 15K shares
$2.1M · 14K shares
$2.0M · 61K shares
$1.9M · 39K shares
$1.6M · 151K shares
$1.6M · 57K shares
$1.6M · 32K shares
$1.5M · 42K shares
$1.4M · 70K shares
$1.4M · 137K shares
$1.4M · 80K shares
$1.3M · 10K shares
$1.3M · 43K shares
$1.2M · 67K shares
$1.2M · 19K shares
$1.0M · 20K shares
$980K · 53K shares
$954K · 13K shares
$896K · 63K shares
$866K · 69K shares
$828K · 3K shares
$694K · 11K shares
$616K · 21K shares
$595K · 23K shares
$585K · 13K shares
$563K · 17K shares
$522K · 45K shares
$475K · 36K shares
$371K · 115K shares
$357K · 14K shares
$346K · 149K shares
$319K · 7K shares
$262K · 2K shares
$245K · 7K shares
$240K · 33K shares
$228K · 5K shares
$228K · 10K shares
$224K · 12K shares
$217K · 233 shares
$213K · 22K shares
$209K · 8K shares
$188K · 16K shares
$177K · 10K shares
$171K · 13K shares
$127K · 13K shares
$109K · 15K shares
$14K · 20K shares
$2K · 533 shares

Closed Positions (101)

$90.7M · 281K shares
$77.6M · 713K shares
$76.4M · 429K shares
$57.9M · 396K shares
$49.9M · 248K shares
$49.8M · 738K shares
$45.4M · 165K shares
$41.2M · 914K shares
$36.0M · 928K shares
$31.8M · 163K shares
$29.8M · 1.6M shares
$29.2M · 351K shares
$27.8M · 139K shares
$26.2M · 437K shares
$24.0M · 219K shares
$23.7M · 930K shares
$23.6M · 417K shares
$23.5M · 277K shares
$23.5M · 625K shares
$22.6M · 88K shares
$18.4M · 8K shares
$17.3M · 679K shares
$16.2M · 2.5M shares
$13.5M · 101K shares
$13.0M · 403K shares
$12.6M · 707K shares
$12.5M · 85K shares
$12.4M · 339K shares
$12.1M · 97K shares
$10.8M · 65K shares
$9.7M · 49K shares
$9.1M · 169K shares
$9.0M · 205K shares
$8.6M · 209K shares
$8.2M · 290K shares
$8.1M · 123K shares
$6.7M · 323K shares
$6.0M · 15K shares
$5.5M · 75K shares
$5.5M · 744K shares
$5.5M · 579K shares
$4.9M · 125K shares
$4.7M · 30K shares
$4.7M · 126K shares
$4.3M · 35K shares
$4.0M · 33K shares
$4.0M · 4K shares
$3.8M · 432K shares
$3.5M · 27K shares
$3.5M · 324K shares
$3.2M · 45K shares
$3.2M · 39K shares
$3.1M · 29K shares
$2.6M · 851K shares
$2.3M · 24K shares
$2.2M · 52K shares
$2.1M · 30K shares
$2.0M · 11K shares
$2.0M · 247 shares
$2.0M · 99K shares
$1.9M · 20K shares
$1.3M · 12K shares
$1.3M · 15K shares
$1.2M · 90K shares
$1.2M · 25K shares
$1.2M · 53K shares
$1.2M · 19K shares
$1.1M · 24K shares
$1.1M · 2K shares
$1.0M · 70K shares
$1.0M · 32K shares
$1.0M · 21K shares
$938K · 73K shares
$934K · 17K shares
$896K · 47K shares
$823K · 6K shares
$814K · 20K shares
$714K · 148K shares
$694K · 8K shares
$684K · 43K shares
$642K · 7K shares
$601K · 36K shares
$598K · 14K shares
$548K · 2K shares
$525K · 35K shares
$497K · 691 shares
$494K · 17K shares
$445K · 9K shares
$362K · 12K shares
$337K · 20K shares
$337K · 27K shares
$277K · 15K shares
$268K · 4K shares
$241K · 29K shares
$226K · 10K shares
$217K · 546 shares
$210K · 29K shares
$150K · 40K shares
$150K · 11K shares
$150K · 39K shares
$94K · 26K shares

Sector Breakdown

Sector# HoldingsValue%
Technology75$3.0B24.8%
Unknown28$1.4B11.9%
Financial Services60$1.4B11.7%
Healthcare49$1.2B10.0%
Basic Materials19$1.0B8.8%
Communication Services18$1.0B8.6%
Consumer Cyclical45$959.9M8.1%
Industrials56$889.3M7.5%
Real Estate16$373.1M3.1%
Consumer Defensive14$287.4M2.4%
Energy21$222.0M1.9%
Utilities6$158.9M1.3%