JUPITER ASSET MANAGEMENT LTD

FundLondon · 2 holdings reports on file, from 2026 · Not one of the 16 funds we watch

$20.2B

Reported value of US stock holdings on Jun 30, the filing's own figure

537 positions · filed Aug 10, 41 days after the quarter ended

Not watched

Aeon posts holdings changes on the feed for the 16 watched managers; this fund's holdings are shown here each quarter.

Why no record

A holdings report says nothing about how a manager has done, because it gives no prices. That is why managers are never ranked.

What changed last quarter

Quarter ended Jun 30 · filed Aug 10 · against the report before it

New positions

166, biggest 4

PEP PEPSICO INC 649K shares0.4% of this fund's holdings

VSAT VIASAT INC 958K shares0.4% of this fund's holdings

INTC INTEL CORP 586K shares0.4% of this fund's holdings

AEP AMERICAN ELEC PWR CO INC 571K shares0.4% of this fund's holdings

Sold out

110, biggest 4

AR ANTERO RESOURCES CORP All 2.3M shares

ROP ROPER TECHNOLOGIES INC All 268K shares

URI UNITED RENTALS INC All 117K shares

BCE BCE INC All 3.3M shares

Added to

142, biggest 4

NVDA NVIDIA CORPORATION +439K shares+12%

AVGO BROADCOM INC +282K shares+21%

AAPL APPLE INC +238K shares+15%

CMCSA COMCAST CORP NEW +2.7M shares+42%

Trimmed

151, biggest 4

MSFT MICROSOFT CORP −395K shares−21%

GOOGL ALPHABET INC −197K shares−23%

MU MICRON TECHNOLOGY INC −117K shares−36%

V VISA INC −80,365 shares−11%

Top holdings

Reference, not news

Top holdings · 537 positionsSwipe →

#TickerCompanyShares Share of this fund's holdingsvs last quarter

1 NVDA NVIDIA CORPORATION 4.1M 4.0% +12%

2 AVGO BROADCOM INC 1.6M 3.0% +21%

3 GOOG ALPHABET INC 1.7M 3.0% −2%

4 AAPL APPLE INC 1.9M 2.7% +15%

5 MSFT MICROSOFT CORP 1.5M 2.7% −21%

6 AMZN AMAZON COM INC 2.1M 2.5% +1%

7 GOOGL ALPHABET INC 674K 1.2% −23%

8 MU MICRON TECHNOLOGY INC 204K 1.2% −36%

Ranked by value in the report. Share of this fund's holdings means the position's value as a share of the fund's reported total. It is not a share of any company; that is what a stake percent means.