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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 | |
|---|---|---|---|---|---|---|---|
401
Hubbell
HUBB
$23.1B
| $60.4M | 0.02% |
+115,421
| New | +$58.3M |
2026 Q2
0 quarters
|
|
402
MoonLake Immunotherapeutics
MLTX
$1.06B
| $60.1M | 0.02% |
+3,085,906
| New | +$55.9M |
2026 Q2
0 quarters
|
|
403
Entergy
ETR
$53.1B
| $59.6M | 0.02% |
+518,861
| New | +$58.5M |
2026 Q2
0 quarters
|
|
404
SiteOne Landscape Supply
SITE
$4.86B
| $59.5M | 0.02% |
+520,229
| New | +$62.8M |
2026 Q2
0 quarters
|
|
405
Kodiak Sciences
KOD
$6.99B
| $59.5M | 0.02% |
+1,526,006
| New | +$59.4M |
2026 Q2
0 quarters
|
|
406
Stoke Therapeutics
STOK
$1.75B
| $59.4M | 0.02% |
+1,814,408
| New | +$58.2M |
2026 Q2
0 quarters
|
|
407
Janus Henderson AAA CLO ETF
JAAA
$32.6B
| $59.4M | 0.02% |
+1,175,630
| New | +$59.5M |
2026 Q2
0 quarters
|
|
408
Damora Therapeutics
DMRA
$1.34B
| $59.3M | 0.02% |
+2,282,804
| New | +$55.3M |
2026 Q2
0 quarters
|
|
409
Janus Living Inc
JAN
$8.42B
| $59.2M | 0.02% |
+2,061,283
| New | +$53.5M |
2026 Q2
0 quarters
|
|
410
Waystar Holding Corp
WAY
$5.39B
| $59M | 0.02% |
+2,871,893
| New | +$60.4M |
2026 Q2
0 quarters
|
|
411
TechnipFMC
FTI
$25.8B
| $58.6M | 0.02% |
+884,112
| New | +$62.6M |
2026 Q2
0 quarters
|
|
412
New York Times
NYT
$11.6B
| $57.4M | 0.02% |
+820,757
| New | +$63.3M |
2026 Q2
0 quarters
|
|
413
Towne Bank
TOWN
$3.36B
| $57.4M | 0.02% |
+1,584,847
| New | +$55.3M |
2026 Q2
0 quarters
|
|
414
Mueller Water Products
MWA
$3.76B
| $57M | 0.02% |
+2,205,138
| New | +$59M |
2026 Q2
0 quarters
|
|
415
Advanced Drainage Systems
WMS
$9.27B
| $56.8M | 0.02% |
+361,701
| New | +$51.7M |
2026 Q2
0 quarters
|
|
416
iShares Core MSCI Emerging Markets ETF
IEMG
$146B
| $56.8M | 0.02% |
+685,262
| New | +$54.6M |
2026 Q2
0 quarters
|
|
417
SPS Commerce
SPSC
$2.88B
| $56.3M | 0.02% |
+984,427
| New | +$54.3M |
2026 Q2
0 quarters
|
|
418
Ovid Therapeutics
OVID
$479M
| $55.9M | 0.02% |
+20,741,234
| New | +$53.5M |
2026 Q2
0 quarters
|
|
419
Waste Management
WM
$97B
| $55.5M | 0.02% |
+249,179
| New | +$55.4M |
2026 Q2
0 quarters
|
|
420
Repligen
RGEN
$10.7B
| $55.4M | 0.02% |
+406,001
| New | +$49.9M |
2026 Q2
0 quarters
|
|
421
Centene
CNC
$35.3B
| $54.8M | 0.02% |
+853,104
| New | +$45.6M |
2026 Q2
0 quarters
|
|
422
Andersons Inc
ANDE
$1.86B
| $54.6M | 0.02% |
+798,215
| New | +$58M |
2026 Q2
0 quarters
|
|
423
ServiceTitan Inc
TTAN
$7.97B
| $54.3M | 0.02% |
+767,599
| New | +$49.4M |
2026 Q2
0 quarters
|
|
424
EyePoint Inc
EYPT
$26.4M
| $53.9M | 0.02% |
+3,770,381
| New | +$50.4M |
2026 Q2
0 quarters
|
|
425
Global Payments
GPN
$24.3B
| $53.7M | 0.02% |
+740,250
| New | +$51M |
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.