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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 | |
|---|---|---|---|---|---|---|---|
451
Curbline Properties
CURB
$3.54B
| $47M | 0.02% |
+1,543,939
| New | +$44.1M |
2026 Q2
0 quarters
|
|
452
Ryder
R
$10.8B
| $46.7M | 0.02% |
+176,906
| New | +$43.2M |
2026 Q2
0 quarters
|
|
453
DELISTED
LiveRamp
RAMP
| $45.4M | 0.02% |
+1,206,795
| New | +$39.8M |
2026 Q2
0 quarters
|
|
454
Evercore
EVR
$11.3B
| $45.2M | 0.02% |
+132,403
| New | +$45.3M |
2026 Q2
0 quarters
|
|
455
PPL Corp
PPL
$26.9B
| $45.2M | 0.02% |
+1,242,414
| New | +$45.9M |
2026 Q2
0 quarters
|
|
456
Atlanta Braves Holdings Series B
BATRK
$3.29B
| $44.8M | 0.02% |
+863,438
| New | +$42.4M |
2026 Q2
0 quarters
|
|
457
Contineum Therapeutics
CTNM
$387M
| $44.8M | 0.02% |
+2,734,836
| New | +$35.9M |
2026 Q2
0 quarters
|
|
458
Novanta
NOVT
$4.5B
| $44.6M | 0.02% |
+274,898
| New | +$39.8M |
2026 Q2
0 quarters
|
|
459
Landstar System
LSTR
$5.05B
| $44.2M | 0.02% |
+213,694
| New | +$40.9M |
2026 Q2
0 quarters
|
|
460
LivaNova
LIVN
$5.03B
| $43.9M | 0.02% |
+534,351
| New | +$37.8M |
2026 Q2
0 quarters
|
|
461
Qnity Electronics Inc
Q
$24.7B
| $43.9M | 0.02% |
+268,990
| New | +$39.6M |
2026 Q2
0 quarters
|
|
462
Septerna Inc
SEPN
$2.03B
| $43.7M | 0.02% |
+1,307,500
| New | +$37.1M |
2026 Q2
0 quarters
|
|
463
Federal Signal
FSS
$7.04B
| $43.6M | 0.02% |
+339,342
| New | +$38.9M |
2026 Q2
0 quarters
|
|
464
STAG Industrial
STAG
$7.13B
| $43.5M | 0.02% |
+1,141,838
| New | +$43.6M |
2026 Q2
0 quarters
|
|
465
Suncor Energy
SU
$80.5B
| $43.3M | 0.02% |
+805,240
| New | +$51M |
2026 Q2
0 quarters
|
|
466
BioMarin Pharmaceuticals
BMRN
$11.1B
| $43.2M | 0.02% |
+755,192
| New | +$41.4M |
2026 Q2
0 quarters
|
|
467
US Bancorp
USB
$95B
| $43M | 0.02% |
+712,118
| New | +$39.9M |
2026 Q2
0 quarters
|
|
468
Cavco Industries
CVCO
$4.92B
| $43M | 0.02% |
+69,912
| New | +$37.1M |
2026 Q2
0 quarters
|
|
469
Grand Canyon Education
LOPE
$3.08B
| $42.9M | 0.02% |
+300,104
| New | +$47.6M |
2026 Q2
0 quarters
|
|
470
NextEra Energy
NEE
$179B
| $42.7M | 0.02% |
+486,387
| New | +$44M |
2026 Q2
0 quarters
|
|
471
Akamai
AKAM
$12.3B
| $42.5M | 0.02% |
+359,904
| New | +$44.8M |
2026 Q2
0 quarters
|
|
472
Valvoline
VVV
$4.42B
| $42.5M | 0.02% |
+1,074,794
| New | +$37.4M |
2026 Q2
0 quarters
|
|
473
Itron
ITRI
$4.21B
| $42.5M | 0.02% |
+490,765
| New | +$41.9M |
2026 Q2
0 quarters
|
|
474
Aktis Oncology
AKTS
$924M
| $42.4M | 0.02% |
+1,314,267
| New | +$27M |
2026 Q2
0 quarters
|
|
475
L3Harris
LHX
$50.7B
| $42.3M | 0.02% |
+145,576
| New | +$46.3M |
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.