Jupiter Asset Management Ltd.
Annual return '25
+18.8%
SPY '25
+17.7%
Alpha
+1.0ptsvs SPY
Invested
$18.8B
Holdings
480
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 88%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MSFT
MICROSOFT CORP
Q4 2025: Exited (was 1.11M shares)
3.6%
02
$NVDA
NVIDIA CORPORATION
Q4 2025: Exited (was 3.91M shares)
3.4%
03
$GOOG
ALPHABET INC
Q4 2025: Exited (was 894.4k shares)
2.5%
04
$AMZN
AMAZON COM INC
Q4 2025: Exited (was 1.20M shares)
2.2%
05
$AAPL
APPLE INC
Q4 2025: Exited (was 2.22M shares)
2.2%
06
$AVGO
BROADCOM INC
Q4 2025: Exited (was 1.11M shares)
2.1%
07
$GOOGL
ALPHABET INC
Q4 2025: Exited (was 830.2k shares)
1.3%
08
$PSLV
SPROTT ASSET MANAGEMENT LP
Q4 2025: Exited (was 9.81M shares)
1.2%
09
$V
VISA INC
Q4 2025: Exited (was 640.8k shares)
1.1%
10
$BAC
BANK AMERICA CORP
Q4 2025: Exited (was 1.68M shares)
1.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:28 UTC.