JUPITER ASSET MANAGEMENT LTD
London X0 · SEC CIK 0001215838
$187.51亿2026Q1 申报市值
481持仓数
20.8%前十大占比 · 第一大 3.6%
154 / 78新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
MSFT 加仓+$3.97亿
GOOG 加仓+$3.08亿
AMZN 加仓+$2.44亿
AVGO 加仓+$2.11亿
CMCSA 新建仓+$1.85亿
2026Q1 卖出最多 按季末市值估算
C 减仓-$1.84亿
JNJ 减仓-$1.76亿
VICI 减仓-$1.21亿
FHN 清仓-$8,731.77万
UBER 清仓-$7,968.07万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| FHN | FIRST HORIZON CORPORATION | $0 | 0.00% | 0 | -3,653,460 | -100.0% | -$8,731.77万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -975,165 | -100.0% | -$7,968.07万 | 清仓 |
| RL | RALPH LAUREN CORP | $0 | 0.00% | 0 | -223,538 | -100.0% | -$7,904.53万 | 清仓 |
| PPL | PPL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TWLO | TWILIO INC | $0 | 0.00% | 0 | -349,304 | -100.0% | -$4,968.50万 | 清仓 |
| UNP | UNION PAC CORP | $0 | 0.00% | 0 | -193,321 | -100.0% | -$4,471.90万 | 清仓 |
| WPC | WP CAREY INC | $0 | 0.00% | 0 | -646,950 | -100.0% | -$4,163.77万 | 清仓 |
| NET | CLOUDFLARE INC | $0 | 0.00% | 0 | -197,710 | -100.0% | -$3,897.85万 | 清仓 |
| MMM | 3M CO | $0 | 0.00% | 0 | -223,731 | -100.0% | -$3,581.93万 | 清仓 |
| CAT | CATERPILLAR INC | $0 | 0.00% | 0 | -61,335 | -100.0% | -$3,513.70万 | 清仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $0 | 0.00% | 0 | -1,422,443 | -100.0% | -$3,327.09万 | 清仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $0 | 0.00% | 0 | -1,823,953 | -100.0% | -$3,164.56万 | 清仓 |
| CALM | CAL MAINE FOODS INC | $0 | 0.00% | 0 | -362,748 | -100.0% | -$2,886.39万 | 清仓 |
| CTVA | CORTEVA INC | $0 | 0.00% | 0 | -415,289 | -100.0% | -$2,783.68万 | 清仓 |
| TTMI | TTM TECHNOLOGIES INC | $0 | 0.00% | 0 | -385,905 | -100.0% | -$2,662.74万 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -102,639 | -100.0% | -$2,291.21万 | 清仓 |
| OPCH | OPTION CARE HEALTH INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BNY | BANK NEW YORK MELLON CORP | $0 | 0.00% | 0 | -179,762 | -100.0% | -$2,086.86万 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -91,210 | -100.0% | -$2,051.50万 | 清仓 |
| AGX | ARGAN INC | $0 | 0.00% | 0 | -61,450 | -100.0% | -$1,925.35万 | 清仓 |
| TEX | TEREX CORP NEW | $0 | 0.00% | 0 | -289,420 | -100.0% | -$1,544.92万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -72,932 | -100.0% | -$1,422.83万 | 清仓 |
| CCK | CROWN HLDGS INC | $0 | 0.00% | 0 | -120,821 | -100.0% | -$1,244.09万 | 清仓 |
| DXCM | DEXCOM INC | $0 | 0.00% | 0 | -183,265 | -100.0% | -$1,216.33万 | 清仓 |
| BE | BLOOM ENERGY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -136,524 | -100.0% | -$1,036.35万 | 清仓 |
| FUTU | FUTU HLDGS LTD | $0 | 0.00% | 0 | -60,900 | -100.0% | -$1,000.04万 | 清仓 |
| CARG | CARGURUS INC | $0 | 0.00% | 0 | -213,368 | -100.0% | -$818.27万 | 清仓 |
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | -51,253 | -100.0% | -$816.77万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -81,113 | -100.0% | -$809.91万 | 清仓 |
| TWST | TWIST BIOSCIENCE CORP | $0 | 0.00% | 0 | -243,669 | -100.0% | -$772.92万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GM | GENERAL MTRS CO | $0 | 0.00% | 0 | -93,521 | -100.0% | -$760.51万 | 清仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FNV | FRANCO NEV CORP | $0 | 0.00% | 0 | -35,266 | -100.0% | -$731.97万 | 清仓 |
| QUBT | QUANTUM COMPUTING INC | $0 | 0.00% | 0 | -638,349 | -100.0% | -$654.95万 | 清仓 |
| — | SIGA TECHNOLOGIES INC | $0 | 0.00% | 0 | -990,648 | -100.0% | -$605.29万 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -73,983 | -100.0% | -$599.48万 | 清仓 |
| VISN | COMMSCOPE HLDG CO INC | $0 | 0.00% | 0 | -326,246 | -100.0% | -$591.48万 | 清仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $0 | 0.00% | 0 | -362,811 | -100.0% | -$589.21万 | 清仓 |
| CAE | CAE INC | $0 | 0.00% | 0 | -176,669 | -100.0% | -$537.97万 | 清仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $0 | 0.00% | 0 | -300,695 | -100.0% | -$527.12万 | 清仓 |
| MOS | MOSAIC CO NEW | $0 | 0.00% | 0 | -215,646 | -100.0% | -$519.49万 | 清仓 |
| VIAV | VIAVI SOLUTIONS INC | $0 | 0.00% | 0 | -282,582 | -100.0% | -$503.56万 | 清仓 |
| OSPN | ONESPAN INC | $0 | 0.00% | 0 | -366,143 | -100.0% | -$470.13万 | 清仓 |
| AEM | AGNICO EAGLE MINES LTD | $0 | 0.00% | 0 | -27,566 | -100.0% | -$468.08万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -25,279 | -100.0% | -$449.33万 | 清仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CBRL | CRACKER BARREL OLD CTRY STOR | $0 | 0.00% | 0 | -155,530 | -100.0% | -$395.05万 | 清仓 |
| ENVX | ENOVIX CORPORATION | $0 | 0.00% | 0 | -538,190 | -100.0% | -$393.42万 | 清仓 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | -38,498 | -100.0% | -$358.80万 | 清仓 |
| PL | PLANET LABS PBC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EPR | EPR PPTYS | $0 | 0.00% | 0 | -69,544 | -100.0% | -$347.02万 | 清仓 |
| MBLY | MOBILEYE GLOBAL INC | $0 | 0.00% | 0 | -324,870 | -100.0% | -$339.16万 | 清仓 |
| ZYME | ZYMEWORKS INC | $0 | 0.00% | 0 | -125,506 | -100.0% | -$330.46万 | 清仓 |
| — | EVENTBRITE INC | $0 | 0.00% | 0 | -703,159 | -100.0% | -$312.91万 | 清仓 |
| CNI | CANADIAN NATL RY CO | $0 | 0.00% | 0 | -28,089 | -100.0% | -$278.17万 | 清仓 |
| BMBL | BUMBLE INC | $0 | 0.00% | 0 | -731,776 | -100.0% | -$261.24万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -41,949 | -100.0% | -$244.90万 | 清仓 |
| LZ | LEGALZOOM COM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| YUM | YUM BRANDS INC | $0 | 0.00% | 0 | -13,592 | -100.0% | -$205.62万 | 清仓 |
| RJF | RAYMOND JAMES FINL INC | $0 | 0.00% | 0 | -12,458 | -100.0% | -$200.06万 | 清仓 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -533 | -100.0% | -$180.77万 | 清仓 |
| NTGR | NETGEAR INC | $0 | 0.00% | 0 | -73,594 | -100.0% | -$180.53万 | 清仓 |
| SERV | SERVE ROBOTICS INC | $0 | 0.00% | 0 | -137,477 | -100.0% | -$142.70万 | 清仓 |
| EQX | EQUINOX GOLD CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| J | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JEF | JEFFERIES FINL GROUP INC | $0 | 0.00% | 0 | -18,682 | -100.0% | -$115.77万 | 清仓 |
| EME | EMCOR GROUP INC | $0 | 0.00% | 0 | -1,823 | -100.0% | -$111.53万 | 清仓 |
| HQY | HEALTHEQUITY INC | $0 | 0.00% | 0 | -11,705 | -100.0% | -$107.23万 | 清仓 |
| NVAX | NOVAVAX INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EBC | EASTERN BANKSHARES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PCOR | PROCORE TECHNOLOGIES INC | $0 | 0.00% | 0 | -13,118 | -100.0% | -$95.42万 | 清仓 |
| AES | AES CORP | $0 | 0.00% | 0 | -62,508 | -100.0% | -$89.64万 | 清仓 |
| NOK | NOKIA CORP | $0 | 0.00% | 0 | -130,000 | -100.0% | -$84.11万 | 清仓 |
| SII | SPROTT INC | $0 | 0.00% | 0 | -8,547 | -100.0% | -$83.83万 | 清仓 |
| CAH | CARDINAL HEALTH INC | $0 | 0.00% | 0 | -3,921 | -100.0% | -$80.58万 | 清仓 |
| TPR | TAPESTRY INC | $0 | 0.00% | 0 | -5,788 | -100.0% | -$73.95万 | 清仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -22,759 | -100.0% | -$59.58万 | 清仓 |
| VRNS | VARONIS SYS INC | $0 | 0.00% | 0 | -17,195 | -100.0% | -$56.40万 | 清仓 |
| AMPL | AMPLITUDE INC | $0 | 0.00% | 0 | -45,160 | -100.0% | -$52.30万 | 清仓 |
| — | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -4,924 | -100.0% | -$48.89万 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | -3,381 | -100.0% | -$43.13万 | 清仓 |
| EXE | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -3,246 | -100.0% | -$35.82万 | 清仓 |
| RLX | RLX TECHNOLOGY INC | $0 | 0.00% | 0 | -148,508 | -100.0% | -$34.60万 | 清仓 |
| ENVA | ENOVA INTL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SXC | SUNCOKE ENERGY INC | $0 | 0.00% | 0 | -34,764 | -100.0% | -$25.03万 | 清仓 |
| — | SUPERNUS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -4,833 | -100.0% | -$24.02万 | 清仓 |
| EZPW | EZCORP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VRTX | VERTEX PHARMACEUTICALS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FIX | COMFORT SYS USA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARI | APOLLO COML REAL EST FIN INC | $0 | 0.00% | 0 | -22,009 | -100.0% | -$21.30万 | 清仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $0 | 0.00% | 0 | -7,931 | -100.0% | -$20.92万 | 清仓 |
| SONO | SONOS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PD | PAGERDUTY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GRNT | GRANITE RIDGE RESOURCES INC | $0 | 0.00% | 0 | -34,890 | -100.0% | -$16.40万 | 清仓 |
| ADAM | ADAMAS TRUST INC. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WOOF | PETCO HEALTH & WELLNESS CO I | $5.23万 | 0.00% | 18,804 | -19,909 | -51.4% | -$5.53万 | 重新持有 |