1y return+17.4%S&P 500 +20.9%
3y return+66.0%S&P 500 +68.5%
5y return+64.5%S&P 500 +74.5%
10y return+219.5%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $320 against $357 in the S&P 500.2
Jupiter Asset Management LtdS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $815.6M | 4.0% | +12.0% |
| AVGOBroadcom Inc | $599.6M | 3.0% | +21.4% |
| GOOGAlphabet Inc | $595.8M | 3.0% | −1.6% |
| AAPLApple Inc | $543.3M | 2.7% | +14.5% |
| MSFTMicrosoft Corp | $540.7M | 2.7% | −21.3% |
| AMZNAmazon Com Inc | $496.4M | 2.5% | |
| GOOGLAlphabet Inc | $240.7M | 1.2% | −22.6% |
| MUMicron Technology Inc | $235.6M | 1.2% | −36.4% |
| CMCSAComcast Corp New | $224.6M | 1.1% | +42.0% |
| VVisa Inc | $215.2M | 1.1% | −11.3% |
| DISDisney Walt Co | $211.7M | 1.1% | +46.4% |
| NFLXNetflix Inc. | $202.7M | 1.0% | +140.4% |
| TXNTexas Instrs Inc | $197.1M | 1.0% | −15.3% |
| CRMSalesforce Inc | $190.7M | 0.9% | +18.7% |
| AAgilent Technologies Inc | $188.8M | 0.9% | −11.9% |
| PSLVSprott Asset Management LP | $184.2M | 0.9% | +2.1% |
| AGFirst Majestic Silver Corp | $173.5M | 0.9% | +17.3% |
| GILDGilead Sciences Inc | $171.5M | 0.9% | +565.0% |
| BACBank Of Amer Corp | $170.4M | 0.8% | +15.8% |
| DHRDanaher Corp Del | $167.0M | 0.8% | +5.2% |
| MAMastercard Incorporated | $157.0M | 0.8% | −5.2% |
| PODDInsulet Corp | $156.3M | 0.8% | +44.6% |
| CHRWC H Robinson Worldwide In | $154.9M | 0.8% | +14.4% |
| KRKroger Co | $153.7M | 0.8% | +385.7% |
| MTCHMatch Group Inc New | $150.1M | 0.7% | −3.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $815.6M |
| TSMTaiwan Semiconductor Manufac | June 30, 2020 | +741.2% | $121.7M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $240.7M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $595.8M |
| AVGOBroadcom Inc | June 30, 2023 | +335.5% | $599.6M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $543.3M |
| AMDAdvanced Micro Devices Inc | December 31, 2025 | +171.3% | $145.7M |
| WPMWheaton Precious Metals Corp | December 31, 2020 | +169.0% | $130.1M |
| AGFirst Majestic Silver Corp | March 31, 2025 | +153.5% | $173.5M |
| TXNTexas Instrs Inc | June 30, 2020 | +134.8% | $197.1M |
Sold off last quarter
- ARAntero Resources Corp was $96.1M
- ROPRoper Technologies Inc was $93.3M
- URIUnited Rentals Inc was $85.4M
- BCEBce Inc was $83.8M
- Orla Mng Ltd NewCUSIP 68634K106 was $68.1M
- STTState Str Corp was $66.8M
- BABoeing Co was $65.4M
- HUMHumana Inc was $58.4M
- GENGen Digital Inc was $55.4M
- SLFSun Life Financial Inc. was $53.2M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.7% | +14.8% |
| March 31, 2026 | −3.4% | −4.6% |
| December 31, 2025 | +4.2% | +2.4% |
| September 30, 2025 | +9.3% | +7.8% |
| June 30, 2025 | +10.0% | +10.5% |
| March 31, 2025 | −2.7% | −4.6% |
| December 31, 2024 | +0.9% | +2.1% |
| September 30, 2024 | +7.1% | +5.4% |
| June 30, 2024 | +0.9% | +4.0% |
| March 31, 2024 | +9.4% | +10.0% |
| December 31, 2023 | +14.2% | +11.2% |
| September 30, 2023 | −3.1% | −3.6% |
| June 30, 2023 | +4.3% | +8.3% |
| March 31, 2023 | +7.4% | +7.0% |
| December 31, 2022 | +9.9% | +7.1% |
| September 30, 2022 | −4.6% | −5.3% |
| June 30, 2022 | −14.5% | −16.5% |
| March 31, 2022 | −5.0% | −4.9% |
| December 31, 2021 | +6.7% | +10.7% |
| September 30, 2021 | −2.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Jupiter Asset Management Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1215838&type=13F-HR&dateb=&owner=include&count=40CIK 1215838
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1215838/000117184326005368/Filed August 10, 2026 · accession 0001171843-26-005368