JUPITER ASSET MANAGEMENT LTD
SEC Form 13F institutional filer · CIK 0001215838
13F-HR · 167 reported holdings · 2026-03-31
Jupiter Asset Management Ltd is an asset manager.
Reported long-US-equity value
$11.89B
Top-10 concentration
32.5%
JUPITER ASSET MANAGEMENT LTD — $11.9B AUM allocation strategy
JUPITER ASSET MANAGEMENT LTD files SEC Form 13F and reports $11.9B of long US equity value across 167 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 20.7%, followed by Communication Services 7.7% and Financials 5.8%.
The top 10 holdings account for 32% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
JUPITER ASSET MANAGEMENT LTD — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$11.9B
total across 167 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
32% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$F +13M sh · +$150M+$VTRS +1.86M sh · +$29.3M+$VZ +1.81M sh · +$90.8M
Biggest trims (shares)
−$VICI −4.43M sh · −$125M−$C −1.62M sh · −$190M−$CSGP −1.49M sh · −$110M
Exited to nil (held last quarter, gone now)
$UBER ($79.7M last qtr)$PPL ($56M last qtr)$UNP ($44.7M last qtr)$MMM ($35.8M last qtr)$CAT ($35.1M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors9.9%—
- Interactive Media & Services6.1%—
- Systems Software5.7%—
- Broadline Retail3.5%—
- Technology Hardware, Storage & Peripherals3.5%—
- Transaction & Payment Processing Services3.2%—
- Life Sciences Tools & Services2.8%—
- Application Software1.6%—
- Other holdings63.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $MSFT | Microsoft Corporation | 1.86M | $677M | +1.09M | 5.7% |
| $NVDA | NVIDIA Corporation | 3.67M | $632M | +676K | 5.3% |
| $GOOGL | Alphabet Inc | 1.73M | $477M | +1.12M | 4.0% |
| $AMZN | Amazon.com Inc | 2.07M | $420M | +1.2M | 3.5% |
| $AAPL | Apple Inc | 1.64M | $416M | +58.3K | 3.5% |
| $AVGO | Broadcom Inc | 1.32M | $397M | +703K | 3.3% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 870K | $250M | +289K | 2.1% |
| $V | Visa Inc | 713K | $213M | +466K | 1.8% |
| $CRM | Salesforce Inc | 1.03M | $191M | +941K | 1.6% |
| $CMCSA | Comcast Corporation | 6.44M | $185M | — | 1.6% |
…and 157 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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