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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 | |
|---|---|---|---|---|---|---|---|
26
Datadog
DDOG
$66.5B
| $1.81B | 0.74% |
+6,943,522
| New | +$1.29B |
2026 Q2
0 quarters
|
|
27
Ferguson
FERG
$49.6B
| $1.79B | 0.73% |
+7,538,616
| New | +$1.82B |
2026 Q2
0 quarters
|
|
28
Lumentum
LITE
$54.1B
| $1.62B | 0.66% |
+1,889,608
| New | +$1.69B |
2026 Q2
0 quarters
|
|
29
Amphenol
APH
$193B
| $1.6B | 0.65% |
+18,154,362
| New | +$1.31B |
2026 Q2
0 quarters
|
|
30
DoorDash
DASH
$74.8B
| $1.57B | 0.64% |
+8,491,335
| New | +$1.4B |
2026 Q2
0 quarters
|
|
31
AbbVie
ABBV
$521B
| $1.56B | 0.64% |
+6,201,973
| New | +$1.33B |
2026 Q2
0 quarters
|
|
32
Seagate
STX
$121B
| $1.55B | 0.63% |
+1,608,436
| New | +$1.23B |
2026 Q2
0 quarters
|
|
33
Applied Materials
AMAT
$294B
| $1.51B | 0.62% |
+2,091,340
| New | +$965M |
2026 Q2
0 quarters
|
|
34
Danaher
DHR
$164B
| $1.46B | 0.59% |
+7,645,709
| New | +$1.39B |
2026 Q2
0 quarters
|
|
35
Visa
V
$794B
| $1.44B | 0.58% |
+4,183,906
| New | +$1.34B |
2026 Q2
0 quarters
|
|
36
GE Aerospace
GE
$344B
| $1.28B | 0.52% |
+3,435,406
| New | +$1.08B |
2026 Q2
0 quarters
|
|
37
JPMorgan Chase
JPM
$919B
| $1.27B | 0.52% |
+3,892,479
| New | +$1.21B |
2026 Q2
0 quarters
|
|
38
ON Semiconductor
ON
$27.7B
| $1.27B | 0.52% |
+13,427,527
| New | +$1.38B |
2026 Q2
0 quarters
|
|
39
LPL Financial
LPLA
$22.8B
| $1.18B | 0.48% |
+4,198,356
| New | +$1.26B |
2026 Q2
0 quarters
|
|
40
Praxis Precision Medicines
PRAX
$9.17B
| $1.15B | 0.47% |
+3,421,374
| New | +$1.08B |
2026 Q2
0 quarters
|
|
41
Arista Networks
ANET
$249B
| $1.1B | 0.45% |
+6,485,473
| New | +$1.02B |
2026 Q2
0 quarters
|
|
42
Alphabet (Google) Class A
GOOGL
$3.64T
| $1.06B | 0.43% |
+2,963,318
| New | +$1.07B |
2026 Q2
0 quarters
|
|
43
BridgeBio Pharma
BBIO
$15.3B
| $1.05B | 0.43% |
+14,110,278
| New | +$988M |
2026 Q2
0 quarters
|
|
44
Vaxcyte
PCVX
$10B
| $1.04B | 0.43% |
+17,965,847
| New | +$976M |
2026 Q2
0 quarters
|
|
45
Aramark
ARMK
$14.2B
| $1.04B | 0.42% |
+18,302,356
| New | +$903M |
2026 Q2
0 quarters
|
|
46
Madrigal Pharmaceuticals
MDGL
$9.9B
| $1.04B | 0.42% |
+1,936,099
| New | +$992M |
2026 Q2
0 quarters
|
|
47
Teledyne Technologies
TDY
$29.6B
| $1.03B | 0.42% |
+1,540,313
| New | +$971M |
2026 Q2
0 quarters
|
|
48
APi Group
APG
$18.5B
| $999M | 0.41% |
+23,581,036
| New | +$1.03B |
2026 Q2
0 quarters
|
|
49
Ascendis Pharma A/S
ASND
$18.1B
| $973M | 0.4% |
+3,648,772
| New | +$852M |
2026 Q2
0 quarters
|
|
50
Revvity
RVTY
$17.2B
| $961M | 0.39% |
+8,637,614
| New | +$832M |
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.