Fund Holdings

JUPITER ASSET MANAGEMENT LTD

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
MICROSOFT CORP(MSFT)01,857,842+1,857,8420677,402,2303.61%+677,402,230
NVIDIA CORPORATION(NVDA)03,667,042+3,667,0420631,854,8653.37%+631,854,865
AMAZON COM INC(AMZN)02,071,093+2,071,0930420,133,3652.24%+420,133,365
APPLE INC(AAPL)01,639,701+1,639,7010416,139,7172.22%+416,139,717
BROADCOM INC(AVGO)01,319,593+1,319,5930396,789,7742.12%+396,789,774
ALPHABET INC(GOOG)610,5061,726,777+1,116,271191,576,783477,013,4782.54%+285,436,695
ALPHABET INC(GOOG)0870,179+870,1790250,228,6741.33%+250,228,674
SPROTT ASSET MANAGEMENT LP(PSLV)09,467,883+9,467,8830229,927,5391.23%+229,927,539
VISA INC(V)0713,071+713,0710212,570,4591.13%+212,570,459
SALESFORCE INC(CRM)01,025,168+1,025,1680191,368,1101.02%+191,368,110
FIRST MAJESTIC SILVER CORP(AG)08,721,883+8,721,8830187,346,0471.00%+187,346,047
COMCAST CORP NEW(CCZ)06,444,511+6,444,5110185,021,9110.99%+185,021,911
AGILENT TECHNOLOGIES INC(A)01,623,406+1,623,4060181,591,6090.97%+181,591,609
DOLLAR GEN CORP(DG)01,353,322+1,353,3220160,679,9220.86%+160,679,922
MASTERCARD INCORPORATED(MA)0326,288+326,2880160,318,0190.86%+160,318,019
DANAHER CORP DEL(DHR)0830,160+830,1600152,975,1600.82%+152,975,160
TEXAS INSTRS INC(TXN)0809,544+809,5440151,960,5690.81%+151,960,569
CME GROUP INC(CME)86,558593,525+506,96723,637,259174,755,3430.93%+151,118,084
FORD MTR CO(F)013,016,206+13,016,2060150,207,0170.80%+150,207,017
INSULET CORP(PODD)0709,902+709,9020148,965,8350.79%+148,965,835
COEUR MNG INC(CDE)07,829,327+7,829,3270146,956,4680.78%+146,956,468
NORTHERN TR CORP(NTRS)01,051,432+1,051,4320146,748,3640.78%+146,748,364
COCA COLA CO(KO)01,932,167+1,932,1670145,664,3850.78%+145,664,385
DISNEY WALT CO(DIS)01,502,598+1,502,5980144,820,3950.77%+144,820,395
LYFT INC(LYFT)010,292,006+10,292,0060136,883,6800.73%+136,883,680
PAN AMERN SILVER CORP(PAAS)02,464,866+2,464,8660134,655,6300.72%+134,655,630
ILLUMINA INC(ILMN)01,087,790+1,087,7900134,080,9960.72%+134,080,996
S&P GLOBAL INC(SPGI)0319,570+319,5700131,829,1030.70%+131,829,103
TRADEWEB MKTS INC(TW)01,133,172+1,133,1720130,927,9240.70%+130,927,924
DOLLAR TREE INC(DLTR)01,161,883+1,161,8830127,237,8070.68%+127,237,807
MATCH GROUP INC NEW(MTCH)04,101,913+4,101,9130125,969,7480.67%+125,969,748
COLLECTIVE MINING LTD(CNL)07,096,929+7,096,9290124,236,3050.66%+124,236,305
INTERCONTINENTAL EXCHANGE IN(ICE)0796,744+796,7440123,509,3240.66%+123,509,324
BANK AMERICA CORP02,564,511+2,564,5110119,913,5100.64%+119,913,510
ZOETIS INC(ZTS)01,037,050+1,037,0500119,575,0800.64%+119,575,080
C H ROBINSON WORLDWIDE IN(CHRW)0718,534+718,5340119,326,9420.64%+119,326,942
STRYKER CORPORATION(SYK)0360,452+360,4520116,263,6460.62%+116,263,646
SPROTT ASSET MANAGEMENT LP(PHYS)03,270,273+3,270,2730115,653,2050.62%+115,653,205
ABBVIE INC(ABBV)0529,252+529,2520115,107,0170.61%+115,107,017
GALLAGHER ARTHUR J & CO(AJG)0531,235+531,2350113,221,7490.60%+113,221,749
THERMO FISHER SCIENTIFIC INC(TMO)0234,020+234,0200111,049,7560.59%+111,049,756
SYNOPSYS INC(SNPS)0287,749+287,7490109,705,1020.59%+109,705,102
ENDEAVOUR SILVER CORP(EXK)011,660,396+11,660,3960108,527,4310.58%+108,527,431
MICRON TECHNOLOGY INC(MU)0321,100+321,1000108,480,4240.58%+108,480,424
HECLA MINING COMPANY(HL)05,813,604+5,813,6040108,307,4430.58%+108,307,443
NETFLIX INC.(NFLX)01,167,402+1,167,4020107,663,7910.57%+107,663,791
TJX COS INC NEW(TJX)0698,805+698,8050107,608,0010.57%+107,608,001
MARSH & MCLENNAN COS INC(MRSH)0622,465+622,4650107,449,4930.57%+107,449,493
MONSTER BEVERAGE CORP NEW(MNST)01,450,611+1,450,6110105,111,2730.56%+105,111,273
HALOZYME THERAPEUTICS INC(HALO)01,608,256+1,608,2560103,941,5860.55%+103,941,586
OREILLY AUTOMOTIVE INC(ORLY)01,110,196+1,110,1960101,031,3030.54%+101,031,303
SEMPRA(SRE)01,001,487+1,001,487097,314,4920.52%+97,314,492
AMPHENOL CORP0786,882+786,882096,667,0550.52%+96,667,055
META PLATFORMS INC(META)0168,670+168,670096,501,1670.51%+96,501,167
ANTERO RESOURCES CORP(AR)02,265,082+2,265,082096,130,0800.51%+96,130,080
INTUIT(INTU)0221,082+221,082093,749,1330.50%+93,749,133
AMERICAN INTL GROUP INC01,242,511+1,242,511093,498,9530.50%+93,498,953
PTC INC(PTC)0672,986+672,986093,402,2090.50%+93,402,209
ROPER TECHNOLOGIES INC(ROP)0268,402+268,402093,310,8100.50%+93,310,810
AT&T INC(T)03,183,060+3,183,060092,276,9090.49%+92,276,909
VERIZON COMMUNICATIONS INC(VZ)01,812,292+1,812,292090,977,0580.49%+90,977,058
INGERSOLL RAND INC(IR)01,193,664+1,193,664090,838,4230.48%+90,838,423
SCHWAB CHARLES CORP(SCHW)0939,505+939,505088,294,6800.47%+88,294,680
ALLY FINL INC(ALLY)02,247,745+2,247,745088,179,0360.47%+88,179,036
UNITED RENTALS INC(URI)0117,186+117,186085,377,0320.46%+85,377,032
VALLEY NATL BANCORP(VLY)06,885,523+6,885,523084,554,2220.45%+84,554,222
BCE INC(BCE)03,332,879+3,332,879083,826,4860.45%+83,826,486
VERISIGN INC0333,774+333,774082,896,1110.44%+82,896,111
HDFC BANK LTD(HDB)03,403,134+3,403,134081,106,9450.43%+81,106,945
TAIWAN SEMICONDUCTOR MANUFAC(TSM)0255,646+255,646080,996,3320.43%+80,996,332
MCKESSON CORP(MCK)092,497+92,497080,043,2040.43%+80,043,204
VIATRIS INC(VTRS)05,768,153+5,768,153077,927,7470.42%+77,927,747
ABBOTT LABORATORIES0766,433+766,433077,389,1590.41%+77,389,159
SERVICENOW INC(NOW)0730,568+730,568075,862,8590.40%+75,862,859
MCDONALDS CORP(MCD)0248,654+248,654075,791,9270.40%+75,791,927
ELANCO ANIMAL HEALTH INC(ELAN)03,110,039+3,110,039074,423,2330.40%+74,423,233
FORTINET INC(FTNT)0938,549+938,549073,318,3530.39%+73,318,353
HARTFORD INSURANCE GROUP INC(HIG)0537,614+537,614072,701,5420.39%+72,701,542
DEERE & CO(DE)0131,803+131,803072,401,4520.39%+72,401,452
TESLA INC(TSLA)0192,917+192,917071,716,8950.38%+71,716,895
ASSURANT INC(AIZ)0328,630+328,630071,578,9000.38%+71,578,900
CLEAR SECURE INC(YOU)01,427,067+1,427,067069,084,3140.37%+69,084,314
PFIZER INC(PFE)02,443,645+2,443,645068,617,5520.37%+68,617,552
ORLA MNG LTD NEW(ORLA)04,247,267+4,247,267068,081,6620.36%+68,081,662
STATE STR CORP(STT)0527,840+527,840066,803,4310.36%+66,803,431
KANZHUN LIMITED(BZ)04,941,800+4,941,800066,170,7020.35%+66,170,702
MERCADOLIBRE INC(MELI)041,109+41,109065,793,2890.35%+65,793,289
BOEING CO(BA)0328,806+328,806065,442,2580.35%+65,442,258
LINCOLN NATL CORP IND(LNC)01,796,671+1,796,671063,781,8210.34%+63,781,821
BOOKING HOLDINGS INC(BKNG)015,557+15,557063,556,7520.34%+63,556,752
FRANKLIN RESOURCES INC(BEN)02,673,409+2,673,409063,145,9210.34%+63,145,921
COSTCO WHOLESALE CORPORATION(COST)061,258+61,258061,039,3090.33%+61,039,309
REXFORD INDL RLTY INC(REXR)01,788,277+1,788,277058,530,3060.31%+58,530,306
HUMANA INC(HUM)0336,544+336,544058,353,3650.31%+58,353,365
ADOBE INC(ADBE)0230,537+230,537056,038,9330.30%+56,038,933
GEN DIGITAL INC(GEN)02,942,876+2,942,876055,414,3550.30%+55,414,355
HEALTHCARE RLTY TR(HR)03,209,167+3,209,167054,523,7470.29%+54,523,747
NEW PAC METALS CORP013,176,710+13,176,710054,480,0380.29%+54,480,038
HENRY JACK & ASSOC INC(JKHY)0340,633+340,633053,833,6390.29%+53,833,639
SUN LIFE FINANCIAL INC.(SLF)0852,474+852,474053,235,7200.28%+53,235,720
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