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
WMG WARNER MUSIC GROUP CORP $00.00%0 -136,992-100.0% -$349.88万 清仓
OCFC OCEANFIRST FINL CORP $00.00%0 -183,046-100.0% -$330.21万 清仓
CNO CNO FINL GROUP INC $00.00%0 -75,184-100.0% -$308.71万 清仓
VICI VICI PPTYS INC $00.00%0 -111,840-100.0% -$305.55万 清仓
HCI HCI GROUP INC $00.00%0 -19,193-100.0% -$296.74万 清仓
GAP GAP INC $00.00%0 -120,871-100.0% -$292.51万 清仓
SKYD PARAMOUNT SKYDANCE CORP $00.00%0 -310,899-100.0% -$280.43万 清仓
PDD PDD HOLDINGS INC $00.00%0 -26,973-100.0% -$275.61万 清仓
ENPH ENPHASE ENERGY INC $00.00%0 -72,487-100.0% -$274.07万 清仓
SNOW SNOWFLAKE INC $00.00%0 -17,878-100.0% -$269.64万 清仓
SAIC SCIENCE APPLICATIONS INTL CO $00.00%0 -27,059-100.0% -$256.84万 清仓
PBI PITNEY BOWES INC $00.00%0 -220,785-100.0% -$243.97万 清仓
NIC NICOLET BANKSHARES INC $00.00%0 -16,080-100.0% -$238.98万 清仓
AVA AVISTA CORP $00.00%0 -58,057-100.0% -$233.04万 清仓
FMC FMC CORP $00.00%0 -124,582-100.0% -$214.53万 清仓
CCI CROWN CASTLE INC $00.00%0 -25,451-100.0% -$206.94万 清仓
CVS CVS HEALTH CORP $00.00%0 -28,647-100.0% -$205.74万 清仓
SDGR SCHRODINGER INC $00.00%0 -171,688-100.0% -$195.04万 清仓
MLCO MELCO RESORTS AND ENTMNT LTD $00.00%0 -320,600-100.0% -$182.10万 清仓
NHI NATIONAL HEALTH INVS INC $00.00%0 -22,262-100.0% -$180.01万 清仓
TCOM TRIP COM GROUP LTD $00.00%0 -30,185-100.0% -$150.29万 清仓
BKU BANKUNITED INC $00.00%0 -32,668-100.0% -$147.53万 清仓
WERN WERNER ENTERPRISES INC $00.00%0 -49,170-100.0% -$144.61万 清仓
ARE ALEXANDRIA REAL ESTATE EQ IN $00.00%0 -29,635-100.0% -$137.57万 清仓
DINO HF SINCLAIR CORP $00.00%0 -21,755-100.0% -$135.73万 清仓
SSRM SSR MINING IN $00.00%0 -44,338-100.0% -$129.82万 清仓
LEVI LEVI STRAUSS & CO NEW $00.00%0 -69,875-100.0% -$129.20万 清仓
BRBR BELLRING BRANDS INC $00.00%0 -73,802-100.0% -$118.75万 清仓
SARO STANDARDAERO INC $00.00%0 -45,909-100.0% -$118.58万 清仓
UBSI UNITED BANKSHARES INC WEST V $00.00%0 -27,107-100.0% -$112.28万 清仓
WOR WORTHINGTON ENTERPRISES INC $00.00%0 -19,670-100.0% -$102.56万 清仓
— ALIGHT INC $00.00%0 -1,606,897-100.0% -$93.63万 清仓
BOX BOX INC $00.00%0 -36,764-100.0% -$86.91万 清仓
KOS KOSMOS ENERGY LTD $00.00%0 -261,059-100.0% -$72.57万 清仓
TALO TALOS ENERGY INC $00.00%0 -44,602-100.0% -$70.29万 清仓
FIS FIDELITY NATL INFORMATION SV $00.00%0 -12,518-100.0% -$58.72万 清仓
BNL BROADSTONE NET LEASE INC $00.00%0 -31,696-100.0% -$57.91万 清仓
COF CAPITAL ONE FINL CORP $00.00%0 -3,069-100.0% -$55.99万 清仓
CNK CINEMARK HLDGS INC $00.00%0 -14,755-100.0% -$42.08万 清仓
CTRE CARETRUST REIT INC $00.00%0 -9,555-100.0% -$35.02万 清仓
PAHC PHIBRO ANIMAL HEALTH CORP $00.00%0 -5,307-100.0% -$29.35万 清仓
SPT SPROUT SOCIAL INC $00.00%0 -41,561-100.0% -$23.69万 清仓
EOG EOG RES INC $00.00%0 -1,532-100.0% -$22.15万 清仓
EXTR EXTREME NETWORKS INC $00.00%0 -10,784-100.0% -$16.26万 清仓
— SES AI CORPORATION $00.00%0 -149,285-100.0% -$14.36万 清仓
AVAH AVEANNA HEALTHCARE HLDGS INC $00.00%0 -10,490-100.0% -$6.76万 清仓
WOOF PETCO HEALTH & WELLNESS CO I $00.00%0 -18,804-100.0% -$5.23万 清仓