JUPITER ASSET MANAGEMENT LTD Q2 2025 Filing
Filed August 8, 2025
Portfolio Value
$12.0B
Holdings
435
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (435 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 301 | NTESNETEASE INC | 28,129 | $3.8B | 31.59% | |
| 302 | WMTWALMART INC | 38,686 | $3.8B | 31.56% | |
| 303 | GJBSTEELCASE INC | 352,942 | $3.7B | 30.71% | |
| 304 | TRVTRAVELERS COMPANIES INC | 13,544 | $3.6B | 30.23% | |
| 305 | CHTRCHARTER COMMUNICATIONS INC N | 8,630 | $3.5B | 29.44% | |
| 306 | ROFKFORCE INC | 83,799 | $3.4B | 28.76% | |
| 307 | STLASTELLANTIS N.V | 344,561 | $3.4B | 28.71% | |
| 308 | BWLPBW LPG LTD | 283,521 | $3.3B | 27.82% | |
| 309 | PAYPAYMENTUS HOLDINGS INC | 97,583 | $3.2B | 26.66% | |
| 310 | FUODOLBY LABORATORIES INC | 42,263 | $3.1B | 26.19% | |
| 311 | LEGLEGGETT & PLATT INC | 350,564 | $3.1B | 26.09% | |
| 312 | LHXL3HARRIS TECHNOLOGIES INC | 12,365 | $3.1B | 25.88% | |
| 313 | CGCENTERRA GOLD INC | 419,191 | $3.0B | 25.15% | |
| 314 | MDTMEDTRONIC PLC | 34,122 | $3.0B | 24.82% | |
| 315 | GHCGRAHAM HLDGS CO | 3,113 | $2.9B | 24.58% | |
| 316 | VETVERMILION ENERGY INC | 390,724 | $2.8B | 23.75% | |
| 317 | ATGEADTALEM GLOBAL ED INC | 22,072 | $2.8B | 23.43% | |
| 318 | ENPHENPHASE ENERGY INC | 69,703 | $2.8B | 23.06% | |
| 319 | TSAACI WORLDWIDE INC | 58,045 | $2.7B | 22.23% | |
| 320 | CLOVCLOVER HEALTH INVESTMENTS CO | 939,590 | $2.6B | 21.87% | |
| 321 | RACEFERRARI N V | 5,265 | $2.6B | 21.46% | |
| 322 | PTONPELOTON INTERACTIVE INC | 369,652 | $2.6B | 21.40% | |
| 323 | DBDEUTSCHE BANK A G | 86,672 | $2.6B | 21.37% | |
| 324 | ALHCALIGNMENT HEALTHCARE INC | 174,084 | $2.4B | 20.33% | |
| 325 | ERIIENERGY RECOVERY INC | 186,315 | $2.4B | 19.87% | |
| 326 | AAMIACADIAN ASSET MANAGEMENT INC | 67,135 | $2.4B | 19.74% | |
| 327 | MCRIMONARCH CASINO & RESORT INC | 27,018 | $2.3B | 19.49% | |
| 328 | NVRNVR INC | 311 | $2.3B | 19.16% | |
| 329 | AZTAAZENTA INC | 73,923 | $2.3B | 18.98% | |
| 330 | PTCTPTC THERAPEUTICS INC | 46,104 | $2.3B | 18.79% | |
| 331 | BLBDBLUE BIRD CORP | 49,533 | $2.1B | 17.84% | |
| 332 | UPWKUPWORK INC | 158,950 | $2.1B | 17.82% | |
| 333 | NETCLOUDFLARE INC | 10,384 | $2.0B | 16.97% | |
| 334 | DVDOUBLEVERIFY HLDGS INC | 133,924 | $2.0B | 16.73% | |
| 335 | WLYWILEY JOHN & SONS INC | 44,765 | $2.0B | 16.67% | |
| 336 | PRGPROG HOLDINGS INC | 67,323 | $2.0B | 16.49% | |
| 337 | HCSGHEALTHCARE SVCS GROUP INC | 129,808 | $2.0B | 16.28% | |
| 338 | TWSTTWIST BIOSCIENCE CORP | 53,026 | $2.0B | 16.28% | |
| 339 | FGF&G ANNUITIES & LIFE INC | 59,909 | $1.9B | 15.99% | |
| 340 | FRSHFRESHWORKS INC | 122,566 | $1.8B | 15.25% | |
| 341 | HNIHNI CORP | 35,119 | $1.7B | 14.41% | |
| 342 | FNFFIDELITY NATIONAL FINANCIAL | 30,208 | $1.7B | 14.13% | |
| 343 | MCBMETROPOLITAN BK HLDG CORP | 23,774 | $1.7B | 13.89% | |
| 344 | MGYMAGNOLIA OIL & GAS CORP | 71,508 | $1.6B | 13.41% | |
| 345 | REALTHE REALREAL INC | 326,275 | $1.6B | 13.04% | |
| 346 | ASANASANA INC | 115,151 | $1.6B | 12.97% | |
| 347 | SMPLSIMPLY GOOD FOODS CO | 46,820 | $1.5B | 12.34% | |
| 348 | SCHWSCHWAB CHARLES CORP | 15,825 | $1.4B | 12.05% | |
| 349 | NTGRNETGEAR INC | 49,316 | $1.4B | 11.96% | |
| 350 | SNOWSNOWFLAKE INC | 6,343 | $1.4B | 11.84% | |
| 351 | ARESARES MANAGEMENT CORPORATION | 8,163 | $1.4B | 11.80% | |
| 352 | NSZNETSCOUT SYS INC | 56,129 | $1.4B | 11.62% | |
| 353 | FNVFRANCO NEV CORP | 8,469 | $1.4B | 11.58% | |
| 354 | DLXDELUXE CORP | 83,330 | $1.3B | 11.06% | |
| 355 | EPACENERPAC TOOL GROUP CORP | 31,639 | $1.3B | 10.71% | |
| 356 | CPNGCOUPANG INC | 41,443 | $1.2B | 10.36% | |
| 357 | SPOTSPOTIFY TECHNOLOGY S A | 1,600 | $1.2B | 10.24% | |
| 358 | VBTXVERITEX HLDGS INC | 44,411 | $1.2B | 9.67% | |
| 359 | VMIVALMONT INDS INC | 3,498 | $1.1B | 9.53% | |
| 360 | CINFCINCINNATI FINL CORP | 7,547 | $1.1B | 9.38% | |
| 361 | NOKNOKIA CORP | 216,593 | $1.1B | 9.36% | |
| 362 | IMGIAMGOLD CORP | 152,423 | $1.1B | 9.35% | |
| 363 | IOTSAMSARA INC | 27,939 | $1.1B | 9.27% | |
| 364 | ARCBARCBEST CORP | 14,325 | $1.1B | 9.20% | |
| 365 | FROFRONTLINE PLC | 63,987 | $1.1B | 8.78% | |
| 366 | HAFNHAFNIA LTD | 209,687 | $1.0B | 8.75% | |
| 367 | TTTRANE TECHNOLOGIES PLC | 2,266 | $991.2M | 8.27% | |
| 368 | MATMATTEL INC | 49,505 | $976.2M | 8.15% | |
| 369 | CXMSPRINKLR INC | 114,221 | $966.3M | 8.06% | |
| 370 | UAUNDER ARMOUR INC | 147,870 | $959.7M | 8.01% | |
| 371 | IVRINVESCO MORTGAGE CAPITAL INC | 122,328 | $959.1M | 8.00% | |
| 372 | CMCSACOMCAST CORP NEW | 26,054 | $929.9M | 7.76% | |
| 373 | FHIFEDERATED HERMES INC | 20,868 | $924.9M | 7.72% | |
| 374 | ACHRARCHER AVIATION INC | 81,278 | $881.9M | 7.36% | |
| 375 | CATYCATHAY GEN BANCORP | 18,254 | $831.1M | 6.93% | |
| 376 | EXEELEXPAND ENERGY CORPORATION | 7,498 | $813.1M | 6.78% | |
| 377 | CLSCELESTICA INC | 5,135 | $800.7M | 6.68% | |
| 378 | INSPINSPIRE MED SYS INC | 5,974 | $775.2M | 6.47% | |
| 379 | IASINTEGRAL AD SCIENCE HLDNG CO | 88,272 | $733.5M | 6.12% | |
| 380 | UNITUNITI GROUP INC | 169,203 | $731.0M | 6.10% | |
| 381 | AALAMERICAN AIRLS GROUP INC | 64,660 | $725.5M | 6.05% | |
| 382 | EFXENERFLEX LTD | 92,014 | $724.9M | 6.05% | |
| 383 | DECKDECKERS OUTDOOR CORP | 6,550 | $675.1M | 5.63% | |
| 384 | MIDDMIDDLEBY CORP | 4,585 | $660.2M | 5.51% | |
| 385 | EQREQUITY RESIDENTIAL | 9,612 | $648.7M | 5.41% | |
| 386 | HSIHEIDRICK & STRUGGLES INTL IN | 13,563 | $620.6M | 5.18% | |
| 387 | BB4AXOS FINANCIAL INC | 8,104 | $616.2M | 5.14% | |
| 388 | MCYMERCURY GENL CORP NEW | 9,104 | $613.1M | 5.12% | |
| 389 | LKFNLAKELAND FINL CORP | 9,722 | $597.4M | 4.98% | |
| 390 | AGCOAGCO CORP | 5,771 | $595.3M | 4.97% | |
| 391 | ADPTADAPTIVE BIOTECHNOLOGIES COR | 49,970 | $582.2M | 4.86% | |
| 392 | RPCP10 INC | 56,817 | $580.7M | 4.84% | |
| 393 | PDMPIEDMONT REALTY TRUST INC | 78,987 | $575.8M | 4.80% | |
| 394 | COMPCOMPASS INC | 91,208 | $572.8M | 4.78% | |
| 395 | HIWHIGHWOODS PPTYS INC | 17,767 | $552.4M | 4.61% | |
| 396 | CIMCHIMERA INVT CORP | 34,691 | $481.2M | 4.01% | |
| 397 | OSBCOLD SECOND BANCORP INC ILL | 26,851 | $476.3M | 3.97% | |
| 398 | EYENATIONAL VISION HLDGS INC | 20,252 | $466.0M | 3.89% | |
| 399 | EXEEXPAND ENERGY CORPORATION | 3,974 | $464.7M | 3.88% | |
| 400 | KAROKAROOOOO LTD | 9,257 | $453.4M | 3.78% |