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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 | |
|---|---|---|---|---|---|---|
|
HONA
651
Honeywell Aerospace
HONA
$52.7B
| $20.7M | 0.01% |
+93,746
| New | +$20.7M |
|
652
Equillium
EQ
$150M
| $20.7M | 0.01% |
+6,494,571
| New | +$15.6M |
|
653
Tapestry
TPR
$25.7B
| $20.7M | 0.01% |
+141,100
| New | +$20.2M |
|
654
Hewlett Packard
HPE
$77.7B
| $20.6M | 0.01% |
+456,519
| New | +$16.5M |
|
655
Ferrovial N.V. Ordinary Shares
FER
$46.2B
| $20.3M | 0.01% |
+296,494
| New | +$20.2M |
|
656
Comcast
CMCSA
$92.9B
| $20.2M | 0.01% |
+821,597
| New | +$21.2M |
|
657
Liquidia Corp
LQDA
$6.66B
| $20M | 0.01% |
+250,937
| New | +$13.4M |
|
658
Dycom Industries
DY
$12.6B
| $20M | 0.01% |
+39,537
| New | +$17.3M |
|
659
CRA International
CRAI
$1.06B
| $20M | 0.01% |
+140,308
| New | +$21.1M |
|
660
Chesapeake Utilities
CPK
$3.26B
| $19.7M | 0.01% |
+161,176
| New | +$20.2M |
|
661
Eagle Materials
EXP
$6.4B
| $19.6M | 0.01% |
+86,906
| New | +$18.2M |
|
662
Westlake Corp
WLK
$10.2B
| $19.5M | 0.01% |
+267,748
| New | +$26.1M |
|
|
SEZL
663
Sezzle
SEZL
$4.34B
| $19.4M | 0.01% |
+113,232
| New | +$11.9M |
|
664
Goosehead Insurance
GSHD
$2.35B
| $19.4M | 0.01% |
+400,230
| New | +$16.5M |
|
665
Toast
TOST
$20.1B
| $19.1M | 0.01% |
+686,669
| New | +$17.9M |
|
666
Salesforce
CRM
$161B
| $19M | 0.01% |
+121,461
| New | +$21.4M |
|
667
Sanofi
SNY
$105B
| $19M | 0.01% |
+445,400
| New | +$19.9M |
|
|
TLN
668
Talen Energy Corp
TLN
$17.4B
| $18.8M | 0.01% |
+48,816
| New | +$17.9M |
|
669
BrightSpring Health Services
BTSG
$12.2B
| $18.7M | 0.01% |
+267,486
| New | +$14.9M |
|
670
Credicorp
BAP
$30.7B
| $18.6M | 0.01% |
+47,792
| New | +$16.3M |
|
671
Qualys
QLYS
$6.44B
| $18.5M | 0.01% |
+134,922
| New | +$13.3M |
|
672
Wheaton Precious Metals
WPM
$61B
| $18.4M | 0.01% |
+163,919
| New | +$21.3M |
|
673
Lexeo Therapeutics
LXEO
$397M
| $18.4M | 0.01% |
+3,954,691
| New | +$21.4M |
|
674
Rush Street Interactive
RSI
$2.96B
| $18.4M | 0.01% |
+617,622
| New | +$16.3M |
|
675
Cameco
CCJ
$42.6B
| $18.2M | 0.01% |
+178,712
| New | +$20M |
|
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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.