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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 | |
|---|---|---|---|---|---|---|
576
Chord Energy
CHRD
$7.51B
| $26.8M | 0.01% |
+234,441
| New | +$31.8M |
|
577
iShares MSCI China ETF
MCHI
$6.16B
| $26.5M | 0.01% |
+520,204
| New | +$29.1M |
|
578
California Resources
CRC
$4.73B
| $26.4M | 0.01% |
+499,201
| New | +$30.7M |
|
579
General Motors
GM
$76.1B
| $26.3M | 0.01% |
+341,668
| New | +$26.8M |
|
580
Franklin FTSE Japan ETF
FLJP
$4.14B
| $26.2M | 0.01% |
+660,349
| New | +$25.6M |
|
581
Constellation Energy
CEG
$100B
| $26.2M | 0.01% |
+105,613
| New | +$29.7M |
|
582
Toronto Dominion Bank
TD
$205B
| $26.2M | 0.01% |
+215,477
| New | +$23.6M |
|
583
Cushman & Wakefield Ltd
CWK
$3.38B
| $26M | 0.01% |
+1,940,971
| New | +$26M |
|
584
Monte Rosa Therapeutics
GLUE
$1.32B
| $26M | 0.01% |
+1,072,494
| New | +$20.3M |
|
585
Vale
VALE
$58B
| $25.9M | 0.01% |
+1,719,238
| New | +$28M |
|
586
Cummins
CMI
$86.9B
| $25.8M | 0.01% |
+36,179
| New | +$23.8M |
|
|
BLD
587
DELISTED
TopBuild
BLD
| $25.8M | 0.01% |
+72,713
| New | +$30M |
|
588
Phillips Edison & Co
PECO
$5.21B
| $25.6M | 0.01% |
+615,054
| New | +$24.6M |
|
589
RLI Corp
RLI
$5.85B
| $25.6M | 0.01% |
+432,621
| New | +$23.2M |
|
590
Highwoods Properties
HIW
$3.48B
| $25.4M | 0.01% |
+842,713
| New | +$21.8M |
|
591
GATX Corp
GATX
$6.38B
| $25.4M | 0.01% |
+143,133
| New | +$26.1M |
|
592
Cactus
WHD
$5.88B
| $25M | 0.01% |
+488,611
| New | +$27.2M |
|
593
Procept Biorobotics
PRCT
$1.24B
| $24.9M | 0.01% |
+1,103,404
| New | +$27.6M |
|
594
AAR Corp
AIR
$5.85B
| $24.9M | 0.01% |
+173,927
| New | +$20.5M |
|
595
Pan American Silver
PAAS
$19.7B
| $24.8M | 0.01% |
+553,979
| New | +$29.7M |
|
596
WisdomTree
WT
$3.46B
| $24.6M | 0.01% |
+1,453,084
| New | +$25.7M |
|
597
Harrow
HROW
$1.5B
| $24.6M | 0.01% |
+579,127
| New | +$21.5M |
|
598
Royal Bank of Canada
RY
$301B
| $24.5M | 0.01% |
+118,421
| New | +$22M |
|
599
Accenture
ACN
$108B
| $24.5M | 0.01% |
+196,629
| New | +$34.1M |
|
|
BLSH
600
Bullish
BLSH
$3.7B
| $24.4M | 0.01% |
+1,041,350
| New | +$36.2M |
|
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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.