Jupiter Asset Management
Jupiter Asset Management reported 537 stocks worth $20.2B in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are NVDA (4.0%), AVGO (3.0%) and GOOG (3.0%). Compared with Q1 2026, the fund opened new positions in PEP, VSAT and INTC, added to NVDA, AVGO and AAPL, trimmed GOOG, MSFT and GOOGL and sold out of AR, ROP and URI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $816M | 4.0% | 4.1M | +439K (+12%) | 8 of 8 | |
| 2 |  AVGO Broadcom Inc | $600M | 3.0% | 1.6M | +282K (+21%) | 8 of 8 | |
| 3 |  GOOG Alphabet Inc | $596M | 3.0% | 1.7M | −27K (−2%) | 8 of 8 | |
| 4 |  AAPL Apple Inc | $543M | 2.7% | 1.9M | +238K (+15%) | 8 of 8 | |
| 5 |  MSFT Microsoft Corp | $541M | 2.7% | 1.5M | −395K (−21%) | 8 of 8 | |
| 6 |  AMZN Amazon Com Inc | $496M | 2.5% | 2.1M | +12K (+1%) | 8 of 8 | |
| 7 |  GOOGL Alphabet Inc | $241M | 1.2% | 674K | −197K (−23%) | 8 of 8 | |
| 8 |  MU Micron Technology Inc | $236M | 1.2% | 204K | −117K (−36%) | 4 of 8 | |
| 9 |  CMCSA Comcast Corp New | $225M | 1.1% | 9.1M | +2.7M (+42%) | 4 of 8 | |
| 10 |  V Visa Inc | $215M | 1.1% | 633K | −80K (−11%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 AR Antero Resources Corp | $96.1M | 2.3M |
 ROP Roper Technologies | $93.3M | 268K |
 URI United Rentals Inc | $85.4M | 117K |
 BCE Bce Inc | $83.8M | 3.3M |
ORLA MNG LTD NEW | $68.1M | 4.2M |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Jupiter Asset Management 13F FAQ
What does Jupiter Asset Management own?
Jupiter Asset Management reported 537 stocks worth $20.2B in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are NVDA (4.0%), AVGO (3.0%) and GOOG (3.0%). The table above lists every position in the filing (the top 10 without an account).
What did Jupiter Asset Management buy and sell in Q2 2026?
Compared with Q1 2026: 166 new positions, 154 added to, 165 trimmed and 110 sold out. New positions include PEP, VSAT and INTC. It sold all of AR, ROP and URI.
When will Jupiter Asset Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Jupiter Asset Management's portfolio worth?
The Q2 2026 filing reports $20.2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.