JUPITER ASSET MANAGEMENT LTD
London X0 · SEC CIK 0001215838
$201.51亿2026Q2 申报市值
537持仓数
22.4%前十大占比 · 第一大 4.0%
145 / 110新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
GILD 加仓+$1.46亿
KR 加仓+$1.22亿
NFLX 加仓+$1.18亿
AVGO 加仓+$1.06亿
TD 加仓+$9,592.96万
2026Q2 卖出最多 按季末市值估算
F 减仓-$1.81亿
MSFT 减仓-$1.46亿
MU 减仓-$1.35亿
HALO 减仓-$1.18亿
AR 清仓-$9,613.01万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| BLBD | BLUE BIRD CORP | $602.15万 | 0.03% | 76,260 | 1,054 | 1.4% | $8.32万 | 加仓 |
| EFXT | ENERFLEX LTD | $607.65万 | 0.03% | 247,516 | 145,860 | 143.5% | $358.08万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $628.83万 | 0.03% | 72,246 | 61,451 | 569.3% | $534.87万 | 重新持有 |
| RUN | SUNRUN INC | $646.84万 | 0.03% | 483,440 | -129,596 | -21.1% | -$173.40万 | 减仓 |
| GIII | G III APPAREL GROUP LTD | $655.60万 | 0.03% | 194,482 | -26,407 | -12.0% | -$89.02万 | 减仓 |
| SUNC | SUNOCOCORP LLC | $680.31万 | 0.03% | 100,534 | -14,155 | -12.3% | -$95.79万 | 减仓 |
| IMAX | IMAX CORP | $686.61万 | 0.03% | 172,255 | 0 | 0.0% | — | 不变 |
| LTC | LTC PPTYS INC | $686.66万 | 0.03% | 178,585 | -69,432 | -28.0% | -$266.97万 | 减仓 |
| MAT | MATTEL INC | $689.60万 | 0.03% | 496,831 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $690.43万 | 0.03% | 187,974 | -136,538 | -42.1% | -$501.50万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $692.30万 | 0.03% | 20,301 | 20,301 | — | $692.30万 | 新建仓 |
| FISV | FISERV INC | $693.41万 | 0.03% | 141,367 | 141,367 | — | $693.41万 | 新建仓 |
| FAF | FIRST AMERN FINL CORP | $695.82万 | 0.03% | 101,446 | 101,446 | — | $695.82万 | 新建仓 |
| REAL | THE REALREAL INC | $715.73万 | 0.04% | 607,064 | -356,460 | -37.0% | -$420.27万 | 减仓 |
| GNL | GLOBAL NET LEASE INC | $728.99万 | 0.04% | 815,420 | -5,140 | -0.6% | -$4.60万 | 减仓 |
| FIX | COMFORT SYS USA INC | $729.75万 | 0.04% | 3,682 | 3,449 | 1,480.3% | $683.57万 | 重新持有 |
| OI | O-I GLASS INC | $732.09万 | 0.04% | 760,213 | 703,322 | 1,236.3% | $677.30万 | 加仓 |
| XYZ | BLOCK INC | $736.00万 | 0.04% | 96,842 | 96,842 | — | $736.00万 | 新建仓 |
| CXM | SPRINKLR INC | $740.78万 | 0.04% | 1,435,621 | 730,282 | 103.5% | $376.83万 | 加仓 |
| GNW | GENWORTH FINL INC | $756.69万 | 0.04% | 799,036 | 116,591 | 17.1% | $110.41万 | 加仓 |
| KMT | KENNAMETAL INC | $759.16万 | 0.04% | 216,594 | -261,679 | -54.7% | -$917.18万 | 减仓 |
| SVM | SILVERCORP METALS INC | $763.01万 | 0.04% | 753,844 | 753,844 | — | $763.01万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $763.89万 | 0.04% | 132,573 | 128,735 | 3,354.2% | $741.77万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $765.55万 | 0.04% | 97,809 | -1,510,447 | -93.9% | -$1.18亿 | 减仓 |
| NEO | NEOGENOMICS INC | $784.19万 | 0.04% | 537,487 | 537,487 | — | $784.19万 | 新建仓 |
| MSA | MSA SAFETY INC | $784.74万 | 0.04% | 44,950 | -7,250 | -13.9% | -$126.57万 | 减仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $786.03万 | 0.04% | 793,968 | -503,481 | -38.8% | -$498.45万 | 减仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $801.32万 | 0.04% | 366,568 | 366,568 | — | $801.32万 | 新建仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $808.90万 | 0.04% | 197,149 | 197,149 | — | $808.90万 | 新建仓 |
| RHI | ROBERT HALF INC. | $809.74万 | 0.04% | 263,760 | 0 | 0.0% | — | 不变 |
| HCSG | HEALTHCARE SVCS GROUP INC | $830.96万 | 0.04% | 338,338 | 407 | 0.1% | $9,996 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $840.26万 | 0.04% | 198,595 | 198,595 | — | $840.26万 | 新建仓 |
| ARRY | ARRAY TECHNOLOGIES INC | $851.78万 | 0.04% | 1,149,500 | -20,697 | -1.8% | -$15.34万 | 减仓 |
| INTU | INTUIT | $858.17万 | 0.04% | 32,880 | -188,202 | -85.1% | -$4,912.07万 | 减仓 |
| IDCC | INTERDIGITAL INC | $867.06万 | 0.04% | 30,624 | -1,021 | -3.2% | -$28.91万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $868.18万 | 0.04% | 33,929 | 20,938 | 161.2% | $535.76万 | 加仓 |
| TAL | TAL ED GROUP | $873.17万 | 0.04% | 912,400 | 912,400 | — | $873.17万 | 新建仓 |
| LWLG | LIGHTWAVE LOGIC INC | $882.42万 | 0.04% | 932,787 | 932,787 | — | $882.42万 | 新建仓 |
| COTY | COTY INC | $898.70万 | 0.04% | 4,160,633 | 1,885,324 | 82.9% | $407.23万 | 加仓 |
| MLKN | MILLERKNOLL INC | $904.90万 | 0.04% | 442,276 | 190,717 | 75.8% | $390.21万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $917.33万 | 0.05% | 42,406 | 42,406 | — | $917.33万 | 新建仓 |
| GPN | GLOBAL PMTS INC | $920.53万 | 0.05% | 126,865 | 126,865 | — | $920.53万 | 新建仓 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $941.73万 | 0.05% | 131,673 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP | $948.32万 | 0.05% | 181,880 | 181,880 | — | $948.32万 | 新建仓 |
| — | EXXON MOBIL CORP | $951.58万 | 0.05% | 69,601 | -19,684 | -22.0% | -$269.12万 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC | $957.62万 | 0.05% | 265,933 | 55,023 | 26.1% | $198.14万 | 加仓 |
| EGBN | EAGLE BANCORPORATION INC | $978.36万 | 0.05% | 344,614 | 0 | 0.0% | — | 不变 |
| ENR | ENERGIZER HLDGS INC | $985.26万 | 0.05% | 459,544 | 290,117 | 171.2% | $622.01万 | 加仓 |
| MIDD | MIDDLEBY CORP | $1,007.46万 | 0.05% | 58,570 | -11,371 | -16.3% | -$195.59万 | 减仓 |
| NVAX | NOVAVAX INC | $1,008.16万 | 0.05% | 1,070,232 | 924,112 | 632.4% | $870.51万 | 重新持有 |
| SONO | SONOS INC | $1,032.93万 | 0.05% | 763,434 | 753,334 | 7,458.8% | $1,019.26万 | 重新持有 |
| CSCO | CISCO SYS INC | $1,037.61万 | 0.05% | 88,219 | -26,810 | -23.3% | -$315.33万 | 减仓 |
| GOLD | GOLD COM INC | $1,044.77万 | 0.05% | 251,086 | 251,086 | — | $1,044.77万 | 新建仓 |
| NWN | NORTHWEST NAT HLDG CO | $1,054.54万 | 0.05% | 214,950 | 26,560 | 14.1% | $130.30万 | 加仓 |
| BTG | B2GOLD CORP | $1,083.43万 | 0.05% | 2,889,304 | 974,659 | 50.9% | $365.48万 | 加仓 |
| BL | BLACKLINE INC | $1,093.03万 | 0.05% | 389,394 | -1,393 | -0.4% | -$3.91万 | 减仓 |
| FSM | FORTUNA MNG CORP | $1,104.75万 | 0.05% | 1,307,221 | 598,261 | 84.4% | $505.60万 | 加仓 |
| OSK | OSHKOSH CORP | $1,114.92万 | 0.06% | 72,643 | 5,055 | 7.5% | $77.58万 | 加仓 |
| HSIC | SCHEIN HENRY INC | $1,117.09万 | 0.06% | 133,751 | 133,751 | — | $1,117.09万 | 新建仓 |
| CGAU | CENTERRA GOLD INC | $1,117.93万 | 0.06% | 705,228 | 369,902 | 110.3% | $586.37万 | 加仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $1,159.92万 | 0.06% | 458,466 | -32,627 | -6.6% | -$82.55万 | 减仓 |
| AQN | ALGONQUIN POWER & UTILITIES | $1,187.21万 | 0.06% | 2,019,617 | 0 | 0.0% | — | 不变 |
| GPRE | GREEN PLAINS INC | $1,198.62万 | 0.06% | 779,335 | 779,335 | — | $1,198.62万 | 新建仓 |
| BALL | BALL CORP | $1,208.84万 | 0.06% | 193,724 | 193,724 | — | $1,208.84万 | 新建仓 |
| AZTA | AZENTA INC | $1,210.11万 | 0.06% | 474,181 | 322,389 | 212.4% | $822.74万 | 加仓 |
| SSMR | SUNSHINE SILVER MNG & REFNG | $1,255.90万 | 0.06% | 950,000 | 950,000 | — | $1,255.90万 | 新建仓 |
| — | NAVIENT CORPORATION | $1,258.74万 | 0.06% | 1,479,131 | 299,731 | 25.4% | $255.07万 | 加仓 |
| OKTA | OKTA INC | $1,271.99万 | 0.06% | 93,220 | -237,762 | -71.8% | -$3,244.26万 | 减仓 |
| TILE | INTERFACE INC | $1,290.76万 | 0.06% | 360,145 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INC | $1,304.02万 | 0.06% | 109,453 | 35,695 | 48.4% | $425.27万 | 加仓 |
| TRIP | TRIPADVISOR INC | $1,311.16万 | 0.07% | 956,356 | -22,375 | -2.3% | -$30.68万 | 减仓 |
| UPWK | UPWORK INC | $1,320.01万 | 0.07% | 1,578,957 | 150,657 | 10.5% | $125.95万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1,325.73万 | 0.07% | 78,039 | 40,806 | 109.6% | $693.21万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $1,330.57万 | 0.07% | 189,891 | -78,857 | -29.3% | -$552.55万 | 减仓 |
| NWSA | NEWS CORP NEW | $1,339.77万 | 0.07% | 539,578 | 539,578 | — | $1,339.77万 | 新建仓 |
| YUMC | YUM CHINA HLDGS INC | $1,341.24万 | 0.07% | 329,100 | -234,300 | -41.6% | -$954.88万 | 减仓 |
| RLAY | RELAY THERAPEUTICS INC | $1,346.33万 | 0.07% | 719,576 | 719,576 | — | $1,346.33万 | 新建仓 |
| DRH | DIAMONDROCK HOSPITALITY CO | $1,351.23万 | 0.07% | 1,109,388 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $1,359.22万 | 0.07% | 40,465 | 40,465 | — | $1,359.22万 | 新建仓 |
| WWW | WOLVERINE WORLD WIDE INC | $1,442.88万 | 0.07% | 872,888 | -93,036 | -9.6% | -$153.79万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,446.53万 | 0.07% | 28,908 | -20,071 | -41.0% | -$1,004.33万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $1,447.03万 | 0.07% | 51,700 | 2,120 | 4.3% | $59.34万 | 加仓 |
| FLNC | FLUENCE ENERGY INC | $1,489.67万 | 0.07% | 749,331 | 99,734 | 15.4% | $198.27万 | 加仓 |
| AGI | ALAMOS GOLD INC | $1,493.41万 | 0.07% | 492,739 | -1,711,272 | -77.6% | -$5,186.59万 | 减仓 |
| FNB | F N B CORP | $1,496.72万 | 0.07% | 784,447 | 784,447 | — | $1,496.72万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $1,505.97万 | 0.07% | 197,117 | 10,171 | 5.4% | $77.71万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $1,506.42万 | 0.07% | 215,264 | 149,443 | 227.0% | $1,045.80万 | 加仓 |
| BEAM | BEAM THERAPEUTICS INC | $1,529.70万 | 0.08% | 445,718 | 421,658 | 1,752.5% | $1,447.13万 | 加仓 |
| PRLB | PROTO LABS INC | $1,536.78万 | 0.08% | 188,539 | -6,293 | -3.2% | -$51.29万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,552.06万 | 0.08% | 61,648 | -12,557 | -16.9% | -$316.14万 | 减仓 |
| PGNY | PROGYNY INC | $1,599.71万 | 0.08% | 554,877 | -93,448 | -14.4% | -$269.41万 | 减仓 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $1,628.38万 | 0.08% | 2,005,400 | 2,005,400 | — | $1,628.38万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $1,637.33万 | 0.08% | 54,091 | -65,788 | -54.9% | -$1,991.40万 | 重新持有 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $1,642.87万 | 0.08% | 1,642,874 | 446,503 | 37.3% | $446.50万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $1,643.27万 | 0.08% | 69,240 | 9,129 | 15.2% | $216.66万 | 加仓 |
| TTC | TORO CO | $1,654.93万 | 0.08% | 169,876 | 169,876 | — | $1,654.93万 | 新建仓 |
| SGML | SIGMA LITHIUM CORPORATION | $1,721.03万 | 0.09% | 1,360,500 | 1,360,500 | — | $1,721.03万 | 新建仓 |
| UGI | UGI CORP NEW | $1,740.90万 | 0.09% | 504,023 | -1,266,383 | -71.5% | -$4,374.09万 | 减仓 |
| VTR | VENTAS INC | $1,798.62万 | 0.09% | 202,547 | 202,547 | — | $1,798.62万 | 新建仓 |
| FSLR | FIRST SOLAR INC | $1,820.97万 | 0.09% | 77,173 | -182,850 | -70.3% | -$4,314.53万 | 减仓 |