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Jupiter Topco Portfolio holdings
AUM
$245B
This Fund
S&P 500
This Quarter Est. Return
+28.42%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$245B
AUM Growth
–
Cap. Flow
+$233B
Cap. Flow % of AUM
Cap. Flow %
94.91%
Top 10 Holdings %
Top 10 Hldgs %
28%
Holding
2,461
New
2,461
Increased
–
Reduced
–
Closed
–
Avg Time Held
0
years
Top 10 Avg Time Held
0
years
Top 20 Avg Time Held
0
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$16.6B |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$10.7B |
| 3 |
Broadcom
AVGO
|
+$7.85B |
| 4 |
Microsoft
MSFT
|
+$7.52B |
| 5 |
Amazon
AMZN
|
+$6.22B |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 34.81% |
| 2 | Healthcare | 20.34% |
| 3 | Industrials | 12.67% |
| 4 | Communication Services | 8.25% |
| 5 | Consumer Discretionary | 7.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
301
Janus Henderson AA-A CLO ETF
JA
$151M
| $103M | 0.04% |
+2,059,750
| New | +$103M |
2026 Q2
0 quarters
|
|
302
Rhythm Pharmaceuticals
RYTM
$7.97B
| $103M | 0.04% |
+925,490
| New | +$83.7M |
2026 Q2
0 quarters
|
|
303
iShares Core S&P 500 ETF
IVV
$875B
| $102M | 0.04% |
+136,281
| New | +$99.2M |
2026 Q2
0 quarters
|
|
304
Western Alliance Bancorporation
WAL
$8.04B
| $102M | 0.04% |
+1,240,773
| New | +$98M |
2026 Q2
0 quarters
|
|
305
Maze Therapeutics
MAZE
$1.88B
| $102M | 0.04% |
+3,408,045
| New | +$89.3M |
2026 Q2
0 quarters
|
|
306
Berkshire Hathaway Class B
BRK.B
$1.26T
| $102M | 0.04% |
+203,103
| New | +$97.6M |
2026 Q2
0 quarters
|
|
307
Ventas
VTR
$47B
| $101M | 0.04% |
+1,140,949
| New | +$97.2M |
2026 Q2
0 quarters
|
|
308
Janus Henderson Asset-Backed Securities ETF
JABS
$138M
| $101M | 0.04% |
+2,023,365
| New | +$101M |
2026 Q2
0 quarters
|
|
309
Immix Biopharma
IMMX
$650M
| $101M | 0.04% |
+9,783,192
| New | +$90.8M |
2026 Q2
0 quarters
|
|
310
NRG Energy
NRG
$20.4B
| $100M | 0.04% |
+684,994
| New | +$98.6M |
2026 Q2
0 quarters
|
|
311
Arrowhead Research
ARWR
$6.75B
| $100M | 0.04% |
+1,221,596
| New | +$90.2M |
2026 Q2
0 quarters
|
|
312
Euronet Worldwide
EEFT
$2.61B
| $98.2M | 0.04% |
+1,341,881
| New | +$93.6M |
2026 Q2
0 quarters
|
|
313
TC Energy
TRP
$67.5B
| $95.9M | 0.04% |
+1,446,296
| New | +$95.6M |
2026 Q2
0 quarters
|
|
314
Krystal Biotech
KRYS
$9.05B
| $95.4M | 0.04% |
+256,665
| New | +$76.7M |
2026 Q2
0 quarters
|
|
315
BioCryst Pharmaceuticals
BCRX
$1.96B
| $95.3M | 0.04% |
+9,540,764
| New | +$86.3M |
2026 Q2
0 quarters
|
|
316
Mueller Industries
MLI
$12B
| $95.1M | 0.04% |
+1,547,480
| New | +$101M |
2026 Q2
0 quarters
|
|
317
Consensus Cloud Solutions
CCSI
$762M
| $95M | 0.04% |
+2,489,846
| New | +$74.6M |
2026 Q2
0 quarters
|
|
318
Bright Minds Biosciences
DRUG
$228M
| $94.8M | 0.04% |
+1,349,107
| New | +$106M |
2026 Q2
0 quarters
|
|
319
Littelfuse
LFUS
$9.8B
| $94.6M | 0.04% |
+207,653
| New | +$89.9M |
2026 Q2
0 quarters
|
|
320
Crane Co
CR
$12.1B
| $94.4M | 0.04% |
+423,012
| New | +$79.7M |
2026 Q2
0 quarters
|
|
321
Cullen/Frost Bankers
CFR
$9.8B
| $94.3M | 0.04% |
+610,241
| New | +$86.7M |
2026 Q2
0 quarters
|
|
322
Blue Bird Corp
BLBD
$1.89B
| $94.2M | 0.04% |
+1,193,431
| New | +$81M |
2026 Q2
0 quarters
|
|
323
Xcel Energy
XEL
$52.4B
| $94.2M | 0.04% |
+1,173,563
| New | +$93.7M |
2026 Q2
0 quarters
|
|
324
Amylyx Pharmaceuticals
AMLX
$3.89B
| $94M | 0.04% |
+5,236,102
| New | +$81M |
2026 Q2
0 quarters
|
|
325
Bicara Therapeutics
BCAX
$665M
| $94M | 0.04% |
+3,171,015
| New | +$70.8M |
2026 Q2
0 quarters
|
|
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Jupiter Topco's Q2 2026 Portfolio in Review
Q2 2026 is the first quarter with a 13F filing on record for Jupiter Topco, which disclosed 2,461 positions worth $245B. Its ten largest holdings account for 28% of the portfolio.
Its largest position is NVIDIA: 80,761,806 shares worth $16.2B.
By sector, the portfolio is most concentrated in Technology at 35% of assets, followed by Healthcare and Industrials.
- Jupiter Topco's largest Q2 2026 buy was NVIDIA: 80,761,806 shares worth $16.2B.
- Jupiter Topco's ten largest holdings make up 28% of its $245B portfolio in Q2 2026.
- Jupiter Topco disclosed 2,461 positions in Q2 2026, its first 13F filing on record.
Based on Jupiter Topco's 13F filing for Q2 2026, filed 14 Aug 2026.