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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 | |
|---|---|---|---|---|---|---|
426
Kirby Corp
KEX
$7.32B
| $53.7M | 0.02% |
+394,968
| New | +$56.5M |
|
427
Enbridge
ENB
$111B
| $53.3M | 0.02% |
+982,542
| New | +$53.9M |
|
428
Enanta Pharmaceuticals
ENTA
$383M
| $53.3M | 0.02% |
+3,654,920
| New | +$49.1M |
|
429
Chewy
CHWY
$9.18B
| $53.2M | 0.02% |
+2,705,811
| New | +$61.4M |
|
430
Qorvo
QRVO
$8.66B
| $53M | 0.02% |
+568,187
| New | +$52.4M |
|
|
BIOA
431
BioAge Labs
BIOA
$487M
| $52.6M | 0.02% |
+2,144,633
| New | +$38.7M |
|
432
Rush Enterprises Class A
RUSHA
$9.6B
| $52.6M | 0.02% |
+720,395
| New | +$50.8M |
|
433
Everest Group
EG
$14.2B
| $52.3M | 0.02% |
+146,313
| New | +$50.1M |
|
434
Arm
ARM
$298B
| $51.9M | 0.02% |
+146,297
| New | +$38.9M |
|
435
HEICO Corp Class A
HEI.A
$38.4B
| $51.1M | 0.02% |
+198,191
| New | +$45.3M |
|
436
Vanguard FTSE Europe ETF
VGK
$31.1B
| $50.8M | 0.02% |
+573,633
| New | +$50.2M |
|
437
Omega Healthcare
OHI
$14.1B
| $50.3M | 0.02% |
+1,053,628
| New | +$48.8M |
|
438
Hartford Financial Services
HIG
$37.8B
| $50.2M | 0.02% |
+378,673
| New | +$50.6M |
|
|
GPGI
439
GPGI Inc
GPGI
$3.7B
| $49.9M | 0.02% |
+3,147,817
| New | +$45.1M |
|
440
Lincoln Electric
LECO
$15.6B
| $49.9M | 0.02% |
+187,861
| New | +$49.2M |
|
441
Bright Horizons
BFAM
$3.75B
| $49.6M | 0.02% |
+699,215
| New | +$50.6M |
|
442
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.7B
| $49.2M | 0.02% |
+450,924
| New | +$49.1M |
|
443
Franklin FTSE United Kingdom ETF
FLGB
$925M
| $49M | 0.02% |
+1,387,486
| New | +$49.6M |
|
444
Ball Corp
BALL
$16.4B
| $48.5M | 0.02% |
+776,674
| New | +$45.7M |
|
445
Glacier Bancorp
GBCI
$6.5B
| $48.4M | 0.02% |
+937,895
| New | +$45.2M |
|
|
FRVO
446
Fervo Energy
FRVO
$5.82B
| $48.2M | 0.02% |
+1,648,925
| New | +$59.5M |
|
447
Apollo Global Management
APO
$83.1B
| $48.2M | 0.02% |
+407,336
| New | +$51.2M |
|
448
Mid-America Apartment Communities
MAA
$15.5B
| $48.1M | 0.02% |
+345,960
| New | +$45.2M |
|
449
Selective Insurance
SIGI
$5.62B
| $47.6M | 0.02% |
+490,237
| New | +$42.4M |
|
450
Blackbaud
BLKB
$2.05B
| $47.1M | 0.02% |
+1,591,665
| New | +$52.4M |
|
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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.