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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 | |
|---|---|---|---|---|---|---|---|
376
Heartflow Inc
HTFL
$4.21B
| $71M | 0.03% |
+2,419,336
| New | +$72.7M |
2026 Q2
0 quarters
|
|
377
The Bancorp
TBBK
$1.94B
| $70.7M | 0.03% |
+1,128,509
| New | +$64.7M |
2026 Q2
0 quarters
|
|
378
Paylocity
PCTY
$9.26B
| $70.5M | 0.03% |
+674,753
| New | +$71.9M |
2026 Q2
0 quarters
|
|
379
ACM Research
ACMR
$3.36B
| $70.2M | 0.03% |
+553,768
| New | +$39.2M |
2026 Q2
0 quarters
|
|
380
Jacobs Solutions
J
$18.5B
| $70.1M | 0.03% |
+556,739
| New | +$68.5M |
2026 Q2
0 quarters
|
|
381
Public Storage
PSA
$62.1B
| $69.5M | 0.03% |
+218,316
| New | +$66.8M |
2026 Q2
0 quarters
|
|
382
Medpace
MEDP
$18.3B
| $69.4M | 0.03% |
+130,948
| New | +$60.4M |
2026 Q2
0 quarters
|
|
383
Telus
TU
$13.6B
| $68.5M | 0.03% |
+6,470,414
| New | +$78.9M |
2026 Q2
0 quarters
|
|
384
Anterix
ATEX
$1.58B
| $68.2M | 0.03% |
+662,415
| New | +$38.9M |
2026 Q2
0 quarters
|
|
385
Churchill Downs
CHDN
$6.84B
| $67.8M | 0.03% |
+756,190
| New | +$67.8M |
2026 Q2
0 quarters
|
|
386
T-Mobile US
TMUS
$180B
| $67.7M | 0.03% |
+403,805
| New | +$76.5M |
2026 Q2
0 quarters
|
|
387
Exelixis
EXEL
$16.8B
| $67.3M | 0.03% |
+1,236,393
| New | +$60.2M |
2026 Q2
0 quarters
|
|
388
Lazard
LAZ
$4.34B
| $67.3M | 0.03% |
+1,604,098
| New | +$73.4M |
2026 Q2
0 quarters
|
|
389
ATS Corp
ATS
$1.68B
| $66.9M | 0.03% |
+2,322,073
| New | +$71.5M |
2026 Q2
0 quarters
|
|
390
Ametek
AME
$55.5B
| $66.3M | 0.03% |
+274,295
| New | +$63.2M |
2026 Q2
0 quarters
|
|
391
Alumis Inc
ALMS
$725M
| $66.2M | 0.03% |
+2,355,122
| New | +$54.8M |
2026 Q2
0 quarters
|
|
392
F5
FFIV
$17.6B
| $66.2M | 0.03% |
+159,008
| New | +$56.5M |
2026 Q2
0 quarters
|
|
393
PDF Solutions
PDFS
$1.56B
| $65.7M | 0.03% |
+927,781
| New | +$46M |
2026 Q2
0 quarters
|
|
394
Enpro
NPO
$5.79B
| $65.7M | 0.03% |
+174,219
| New | +$54.1M |
2026 Q2
0 quarters
|
|
395
Napco Security Technologies
NSSC
$1.08B
| $63.9M | 0.03% |
+1,682,208
| New | +$66.8M |
2026 Q2
0 quarters
|
|
396
Walker & Dunlop
WD
$1.32B
| $63.4M | 0.03% |
+1,159,668
| New | +$58.7M |
2026 Q2
0 quarters
|
|
|
PBLS
397
Parabilis Medicines Inc
PBLS
$3.51B
| $62.7M | 0.03% |
+2,296,547
| New | +$63.4M |
2026 Q2
0 quarters
|
|
398
Silgan Holdings
SLGN
$4.32B
| $62.5M | 0.03% |
+1,347,817
| New | +$53.9M |
2026 Q2
0 quarters
|
|
399
Jack Henry & Associates
JKHY
$12.4B
| $61.9M | 0.03% |
+449,705
| New | +$63.8M |
2026 Q2
0 quarters
|
|
400
Stantec
STN
$9.6B
| $60.8M | 0.02% |
+881,814
| New | +$71.1M |
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.