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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 | |
|---|---|---|---|---|---|---|---|
601
Griffon
GFF
$4.76B
| $24.4M | 0.01% |
+249,990
| New | +$21.8M |
2026 Q2
0 quarters
|
|
602
Onto Innovation
ONTO
$10B
| $24.4M | 0.01% |
+64,399
| New | +$18.2M |
2026 Q2
0 quarters
|
|
603
Klaviyo
KVYO
$6.23B
| $24.4M | 0.01% |
+1,614,070
| New | +$26.8M |
2026 Q2
0 quarters
|
|
604
Johnson Controls International
JCI
$84.4B
| $24.3M | 0.01% |
+166,601
| New | +$23.5M |
2026 Q2
0 quarters
|
|
605
Minerva Neurosciences
NERV
$115M
| $24.3M | 0.01% |
+4,386,027
| New | +$23.8M |
2026 Q2
0 quarters
|
|
606
Lumexa Imaging Holdings
LMRI
$1.42B
| $24.3M | 0.01% |
+2,151,538
| New | +$19.6M |
2026 Q2
0 quarters
|
|
607
On Holding
ONON
$11.3B
| $24.2M | 0.01% |
+682,672
| New | +$25M |
2026 Q2
0 quarters
|
|
608
Deutsche Bank
DB
$67.9B
| $24.2M | 0.01% |
+713,479
| New | +$23.1M |
2026 Q2
0 quarters
|
|
609
Mama's Creations
MAMA
$613M
| $23.9M | 0.01% |
+1,337,813
| New | +$20.3M |
2026 Q2
0 quarters
|
|
610
Titan Machinery
TITN
$531M
| $23.8M | 0.01% |
+1,127,925
| New | +$23.1M |
2026 Q2
0 quarters
|
|
611
Atlas Energy Solutions
AESI
$698M
| $23.6M | 0.01% |
+1,423,131
| New | +$23.3M |
2026 Q2
0 quarters
|
|
612
Black Hills Corp
BKH
$6.63B
| $23.5M | 0.01% |
+316,064
| New | +$23.3M |
2026 Q2
0 quarters
|
|
613
Assembly Biosciences
ASMB
$430M
| $23.4M | 0.01% |
+849,309
| New | +$23.1M |
2026 Q2
0 quarters
|
|
614
Oracle Corp Preferred Stock Series D
ORCL.PRD
| $23.4M | 0.01% |
+519,600
| New | +$27.9M |
2026 Q2
0 quarters
|
|
615
Coinbase
COIN
$33.8B
| $23.4M | 0.01% |
+159,829
| New | +$28.9M |
2026 Q2
0 quarters
|
|
616
Broadstone Net Lease
BNL
$3.38B
| $23.2M | 0.01% |
+1,121,275
| New | +$22.6M |
2026 Q2
0 quarters
|
|
617
Ameris Bancorp
ABCB
$5.55B
| $23.2M | 0.01% |
+256,639
| New | +$21.8M |
2026 Q2
0 quarters
|
|
618
Tyler Technologies
TYL
$16.9B
| $23.1M | 0.01% |
+79,008
| New | +$25M |
2026 Q2
0 quarters
|
|
619
Baker Hughes
BKR
$49.1B
| $22.9M | 0.01% |
+413,092
| New | +$26.1M |
2026 Q2
0 quarters
|
|
620
Enova International
ENVA
$4.15B
| $22.8M | 0.01% |
+94,699
| New | +$16.3M |
2026 Q2
0 quarters
|
|
621
DELISTED
Electronic Arts
EA
| $22.7M | 0.01% |
+110,874
| New | +$22.5M |
2026 Q2
0 quarters
|
|
622
Etsy
ETSY
$7.67B
| $22.6M | 0.01% |
+299,475
| New | +$19.3M |
2026 Q2
0 quarters
|
|
623
Immunocore
IMCR
$1.55B
| $22.5M | 0.01% |
+709,022
| New | +$21M |
2026 Q2
0 quarters
|
|
624
Rocket Lab Corp
RKLB
$41.4B
| $22.4M | 0.01% |
+220,579
| New | +$22M |
2026 Q2
0 quarters
|
|
625
Healthcare Services Group
HCSG
$1.68B
| $22.4M | 0.01% |
+912,261
| New | +$19.3M |
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.