13F 机构持仓

JUPITER ASSET MANAGEMENT LTD

London X0 · SEC CIK 0001215838

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$201.51亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 4.0%
AVGO 3.0%
GOOG 3.0%
AAPL 2.7%
MSFT 2.7%
AMZN 2.5%
GOOGL 1.2%
MU 1.2%
CMCSA 1.1%
V 1.1%

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
T AT&T INC $25.60万0.00%12,367 -3,170,693-99.6% -$6,563.34万 减仓
OPCH OPTION CARE HEALTH INC $25.44万0.00%12,133 -696,609-98.3% -$1,460.79万 重新持有
BRSP BRIGHTSPIRE CAPITAL INC $25.02万0.00%45,913 45,913— $25.02万 新建仓
BPOP POPULAR INC $24.97万0.00%1,521 -129,851-98.8% -$2,131.90万 减仓
UPBD UPBOUND GROUP INC $24.59万0.00%11,588 11,588— $24.59万 新建仓
ESE ESCO TECHNOLOGIES INC $23.77万0.00%679 679— $23.77万 新建仓
HPQ HP INC $23.31万0.00%10,625 10,625— $23.31万 新建仓
LGND LIGAND PHARMACEUTICALS INC $23.26万0.00%736 736— $23.26万 新建仓
ENVA ENOVA INTL INC $22.94万0.00%953 -849-47.1% -$20.44万 重新持有
PD PAGERDUTY INC $22.77万0.00%23,599 10,57381.2% $10.20万 重新持有
UNFI UNITED NAT FOODS INC $22.58万0.00%4,945 00.0% — 不变
MD PEDIATRIX MEDICAL GROUP INC $22.45万0.00%8,862 8,862— $22.45万 新建仓
ROK ROCKWELL AUTOMATION INC $22.43万0.00%453 453— $22.43万 新建仓
BTSG BRIGHTSPRING HEALTH SVCS INC $22.09万0.00%3,167 3,167— $22.09万 新建仓
DMC DEL MONTE CORP $21.71万0.00%7,779 7,779— $21.71万 新建仓
CWEN CLEARWAY ENERGY INC $21.67万0.00%6,341 6,341— $21.67万 新建仓
PRU PRUDENTIAL FINL INC $21.49万0.00%1,991 1,991— $21.49万 新建仓
ORCL ORACLE CORP $21.47万0.00%1,465 -38,150-96.3% -$559.09万 重新持有
EXEL EXELIXIS INC $21.18万0.00%3,893 -963,516-99.6% -$5,242.49万 减仓
CECO CECO ENVIRONMENTAL CORP $20.93万0.00%2,307 2,307— $20.93万 新建仓
PUMP PROPETRO HLDG CORP $20.88万0.00%14,559 00.0% — 不变
FSBC FIVE STAR BANCORP $20.80万0.00%4,271 4,271— $20.80万 新建仓
FBNC FIRST BANCORP N C $20.53万0.00%3,211 3,211— $20.53万 新建仓
JLL JONES LANG LASALLE INC $20.27万0.00%654 654— $20.27万 新建仓
LZ LEGALZOOM COM INC $19.45万0.00%31,735 -200,038-86.3% -$122.62万 重新持有
NRDS NERDWALLET INC $18.57万0.00%20,078 8,44072.5% $7.81万 加仓
FTRE FORTREA HLDGS INC $18.20万0.00%10,457 10,457— $18.20万 新建仓
MFA MFA FINL INC $17.08万0.00%17,626 17,626— $17.08万 新建仓
WU WESTERN UN CO $15.39万0.00%19,987 -190,476-90.5% -$146.67万 减仓
AGNC AGNC INVT CORP $13.49万0.00%12,379 12,379— $13.49万 新建仓
— MICROVAST HOLDINGS INC $12.11万0.00%103,496 -387,468-78.9% -$45.33万 减仓
BLDP BALLARD PWR SYS INC NEW $10.64万0.00%27,285 27,285— $10.64万 新建仓
CRCT CRICUT INC $10.41万0.00%23,719 23,719— $10.41万 新建仓
NWL NEWELL BRANDS INC $8.83万0.00%14,388 14,388— $8.83万 新建仓
SATL SATELLOGIC INC $6.57万0.00%11,490 11,490— $6.57万 新建仓
RWT REDWOOD TRUST INC $4.87万0.00%10,270 10,270— $4.87万 新建仓
CMPX COMPASS THERAPEUTICS INC $3.56万0.00%16,270 16,270— $3.56万 新建仓
AR ANTERO RESOURCES CORP $00.00%0 -2,265,082-100.0% -$9,613.01万 清仓
ROP ROPER TECHNOLOGIES INC $00.00%0 -268,402-100.0% -$9,331.08万 清仓
URI UNITED RENTALS INC $00.00%0 -117,186-100.0% -$8,537.70万 清仓
BCE BCE INC $00.00%0 -3,332,879-100.0% -$8,382.65万 清仓
— ORLA MNG LTD NEW $00.00%0 -4,247,267-100.0% -$6,808.17万 清仓
STT STATE STR CORP $00.00%0 -527,840-100.0% -$6,680.34万 清仓
BA BOEING CO $00.00%0 -328,806-100.0% -$6,544.23万 清仓
HUM HUMANA INC $00.00%0 -336,544-100.0% -$5,835.34万 清仓
GEN GEN DIGITAL INC $00.00%0 -2,942,876-100.0% -$5,541.44万 清仓
SLF SUN LIFE FINANCIAL INC. $00.00%0 -852,474-100.0% -$5,323.57万 清仓
FLG FLAGSTAR BANK NATIONAL ASSOC $00.00%0 -3,529,573-100.0% -$4,648.45万 清仓
VZLA VIZSLA SILVER CORP $00.00%0 -13,973,502-100.0% -$4,615.95万 清仓
HWM HOWMET AEROSPACE INC $00.00%0 -177,869-100.0% -$4,099.17万 清仓
NFG NATIONAL FUEL GAS CO $00.00%0 -409,457-100.0% -$3,847.26万 清仓
NRG NRG ENERGY INC $00.00%0 -254,834-100.0% -$3,724.14万 清仓
CELH CELSIUS HLDGS INC $00.00%0 -954,125-100.0% -$3,385.24万 清仓
BNS BANK NOVA SCOTIA B C $00.00%0 -468,719-100.0% -$3,240.11万 清仓
HRB BLOCK H & R INC $00.00%0 -890,538-100.0% -$2,826.57万 清仓
WWD WOODWARD INC $00.00%0 -69,257-100.0% -$2,478.85万 清仓
IRDM IRIDIUM COMMUNICATIONS INC $00.00%0 -893,282-100.0% -$2,477.96万 清仓
IBM INTERNATIONAL BUSINESS MACHS $00.00%0 -101,996-100.0% -$2,472.28万 清仓
ETSY ETSY INC $00.00%0 -456,718-100.0% -$2,282.68万 清仓
TIGR UP FINTECH HLDG LTD $00.00%0 -3,539,739-100.0% -$2,230.04万 清仓
CI THE CIGNA GROUP $00.00%0 -82,624-100.0% -$2,204.00万 清仓
DAR DARLING INGREDIENTS INC $00.00%0 -318,409-100.0% -$1,969.36万 清仓
MUR MURPHY OIL CORP $00.00%0 -469,750-100.0% -$1,937.72万 清仓
DVN DEVON ENERGY CORP NEW $00.00%0 -376,699-100.0% -$1,895.55万 清仓
HAL HALLIBURTON CO $00.00%0 -468,756-100.0% -$1,827.68万 清仓
CROX CROCS INC $00.00%0 -214,333-100.0% -$1,779.39万 清仓
ELF E L F BEAUTY INC $00.00%0 -279,902-100.0% -$1,696.49万 清仓
TDG TRANSDIGM GROUP INC $00.00%0 -13,693-100.0% -$1,586.96万 清仓
GTX GARRETT MOTION INC $00.00%0 -858,601-100.0% -$1,560.08万 清仓
BWA BORGWARNER INC $00.00%0 -282,052-100.0% -$1,530.41万 清仓
OSCR OSCAR HEALTH INC $00.00%0 -1,333,869-100.0% -$1,529.95万 清仓
URBN URBAN OUTFITTERS INC $00.00%0 -237,868-100.0% -$1,506.89万 清仓
COUR COURSERA INC $00.00%0 -2,461,759-100.0% -$1,432.74万 清仓
OMC OMNICOM GROUP INC $00.00%0 -188,829-100.0% -$1,422.07万 清仓
AAL AMERICAN AIRLINES GROUP INC $00.00%0 -1,307,613-100.0% -$1,404.38万 清仓
EBAY EBAY INC. $00.00%0 -151,911-100.0% -$1,382.69万 清仓
U UNITY SOFTWARE INC $00.00%0 -616,880-100.0% -$1,353.43万 清仓
EXPD EXPEDITORS INTL WASH INC $00.00%0 -93,481-100.0% -$1,338.93万 清仓
SEDG SOLAREDGE TECHNOLOGIES INC $00.00%0 -224,701-100.0% -$1,147.10万 清仓
CAR AVIS BUDGET GROUP INC $00.00%0 -77,647-100.0% -$1,132.48万 清仓
TTD THE TRADE DESK INC $00.00%0 -448,510-100.0% -$1,017.67万 清仓
EGO ELDORADO GOLD CORP NEW $00.00%0 -282,641-100.0% -$967.49万 清仓
REZI RESIDEO TECHNOLOGIES INC $00.00%0 -281,842-100.0% -$950.09万 清仓
CNC CENTENE CORP DEL $00.00%0 -285,457-100.0% -$934.59万 清仓
PM PHILIP MORRIS INTL INC $00.00%0 -55,543-100.0% -$918.35万 清仓
GT GOODYEAR TIRE & RUBR CO $00.00%0 -1,355,947-100.0% -$898.99万 清仓
RAMP LIVERAMP HLDGS INC $00.00%0 -333,437-100.0% -$884.27万 清仓
IFF INTERNATIONAL FLAVORS&FRAGRA $00.00%0 -112,677-100.0% -$817.47万 清仓
BFH BREAD FINANCIAL HOLDINGS INC $00.00%0 -106,163-100.0% -$795.05万 清仓
PTON PELOTON INTERACTIVE INC $00.00%0 -1,818,417-100.0% -$780.10万 清仓
— CATALYST PHARMACEUTICALS INC $00.00%0 -274,419-100.0% -$679.46万 清仓
ROKU ROKU INC $00.00%0 -66,103-100.0% -$625.47万 清仓
TDW TIDEWATER INC NEW $00.00%0 -71,835-100.0% -$600.18万 清仓
ASAN ASANA INC $00.00%0 -814,179-100.0% -$521.07万 清仓
WABC WESTAMERICA BANCORPORATION $00.00%0 -97,707-100.0% -$509.54万 清仓
TENB TENABLE HLDGS INC $00.00%0 -275,229-100.0% -$465.55万 清仓
SBET SHARPLINK INC $00.00%0 -697,585-100.0% -$449.94万 清仓
OZK BANK OZK LITTLE ROCK ARK $00.00%0 -89,627-100.0% -$411.30万 清仓
DNOW DNOW INC $00.00%0 -334,385-100.0% -$398.25万 清仓
BGC BGC GROUP INC $00.00%0 -370,376-100.0% -$362.23万 清仓