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JT
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
94.91%
Top 10 Holdings %
Top 10 Hldgs %
28%
Holding
2,461
New
2,461
Increased
–
Reduced
–
Closed
–
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 | 12.62% |
| 4 | Communication Services | 8.25% |
| 5 | Consumer Discretionary | 7.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Entegris
ENTG
$24.7B
| $80.1M | 0.03% |
+445,301
| New | +$64.2M |
|
352
WEC Energy
WEC
$36B
| $80M | 0.03% |
+685,202
| New | +$78.2M |
|
|
GRMN
353
Garmin
GRMN
$59.8B
| $79.2M | 0.03% |
+333,459
| New | +$81.1M |
|
354
HealthEquity
HQY
$8.76B
| $78.8M | 0.03% |
+872,972
| New | +$74M |
|
355
Delta Air Lines
DAL
$58.8B
| $78.4M | 0.03% |
+837,003
| New | +$63.2M |
|
356
Collegium Pharmaceutical
COLL
$875M
| $77.7M | 0.03% |
+2,147,072
| New | +$73.4M |
|
357
Fidelity MSCI Information Technology Index ETF
FTEC
$21.5B
| $77.4M | 0.03% |
+271,093
| New | +$70.9M |
|
358
Relmada Therapeutics
RLMD
$512M
| $77.3M | 0.03% |
+11,164,803
| New | +$78M |
|
359
DexCom
DXCM
$33.9B
| $76.7M | 0.03% |
+1,138,783
| New | +$75.9M |
|
|
SPYM
360
State Street SPDR Portfolio S&P 500 ETF
SPYM
$169B
| $76.6M | 0.03% |
+871,296
| New | +$74.3M |
|
361
State Street SPDR S&P Dividend ETF
SDY
$22.2B
| $76.5M | 0.03% |
+502,815
| New | +$74.9M |
|
362
4D Molecular Therapeutics
FDMT
$673M
| $76.5M | 0.03% |
+5,746,289
| New | +$56M |
|
363
Becton Dickinson
BDX
$50B
| $75.9M | 0.03% |
+501,872
| New | +$75.1M |
|
|
CBRS
364
Cerebras Systems
CBRS
$52B
| $75.9M | 0.03% |
+343,421
| New | +$80.8M |
|
365
Lattice Semiconductor
LSCC
$18.5B
| $75.8M | 0.03% |
+495,595
| New | +$64M |
|
366
iShares MBS ETF
MBB
$39.1B
| $75.8M | 0.03% |
+801,475
| New | +$75.8M |
|
367
Fox Class B
FOX
$25.8B
| $75.3M | 0.03% |
+1,608,553
| New | +$89.4M |
|
368
Valmont Industries
VMI
$9.56B
| $75.3M | 0.03% |
+130,279
| New | +$65.5M |
|
369
Builders FirstSource
BLDR
$7.8B
| $73.9M | 0.03% |
+826,290
| New | +$66M |
|
370
Mirion Technologies
MIR
$3.96B
| $73.8M | 0.03% |
+4,114,766
| New | +$76.3M |
|
371
Hamilton Lane
HLNE
$5.74B
| $73.5M | 0.03% |
+932,229
| New | +$82.9M |
|
|
GOOGN
372
Alphabet Inc Depositary Shares Series B Preferred Stock
GOOGN
| $73M | 0.03% |
+1,446,118
| New | +$72.5M |
|
373
Intel
INTC
$542B
| $72.1M | 0.03% |
+517,201
| New | +$52.3M |
|
|
CPRX
374
DELISTED
Catalyst Pharmaceutical
CPRX
| $71.6M | 0.03% |
+2,277,822
| New | +$67.2M |
|
375
Colliers International
CIGI
$5.39B
| $71.1M | 0.03% |
+757,700
| New | +$76.5M |
|
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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.