StockDriftsStockDriftsTop 50 Jupiter Asset Management LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 4.05% | 4.11M | $815.6M | +11.96%(+438.74K) | $103.31(+118.83%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.98% | 1.60M | $599.6M | +21.35%(+281.80K) | $285.91(+37.72%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.96% | 1.70M | $595.8M | -1.55%(-26.81K) | $228.25(+50.12%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.7% | 1.88M | $543.3M | +14.51%(+237.97K) | $171.52(+78.05%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.68% | 1.46M | $540.7M | -21.27%(-395.15K) | $357.62(+35.92%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.46% | 2.08M | $496.4M | +0.56%(+11.68K) | $187.63(+39.92%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.19% | 673.5K | $240.7M | -22.60%(-196.66K) | $202.11(+70.56%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 1.17% | 204.1K | $235.6M | -36.44%(-117.00K) | $212.32(+377.94%) | 2026-06-30 | |
| CMCSA | COMCAST CORP NEW | 1.11% | 9.15M | $224.6M | +41.96%(+2.70M) | $27.92(-6.22%) | 2026-06-30 | |
| V | VISA INC | 1.07% | 632.7K | $215.2M | -11.27%(-80.36K) | $311.76(+16.10%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +23.85% | +89.99% | +15.57% | +106.21% |
| Top 20 Holdings Unweighted | +23.46% | +88.17% | +13.88% | +91.50% |
Jupiter Asset Management LTD reports $20.15B in US-listed equity holdings across 537 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (4.0%), AVGO (3.0%) and GOOG (3.0%). The top 20 holdings account for 31.6% of reported assets. Its disclosed equity book has returned +89.99% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Jupiter Asset Management LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1215838). View Jupiter Asset Management LTD’s 13F filings on SEC