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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 | |
|---|---|---|---|---|---|---|
676
Guardant Health
GH
$21.1B
| $18.1M | 0.01% |
+120,471
| New | +$13.1M |
|
677
Gen Digital
GEN
$17B
| $18.1M | 0.01% |
+725,522
| New | +$16.2M |
|
678
iShares Global Healthcare ETF
IXJ
$4.2B
| $18M | 0.01% |
+183,020
| New | +$17.2M |
|
679
Achieve Life Sciences
ACHV
$779M
| $18M | 0.01% |
+2,751,032
| New | +$13.1M |
|
680
Protara Therapeutics
TARA
$235M
| $17.9M | 0.01% |
+4,696,709
| New | +$22.3M |
|
681
Coca-Cola Consolidated
COKE
$12.6B
| $17.9M | 0.01% |
+93,804
| New | +$17.5M |
|
682
Sierra Bancorp
BSRR
$532M
| $17.9M | 0.01% |
+438,288
| New | +$16.5M |
|
683
Iridium Communications
IRDM
$5.32B
| $17.8M | 0.01% |
+325,387
| New | +$13.9M |
|
684
Intuit
INTU
$94.6B
| $17.8M | 0.01% |
+68,228
| New | +$23.8M |
|
685
Aura Biosciences
AURA
$797M
| $17.8M | 0.01% |
+2,500,000
| New | +$17.9M |
|
|
BOBS
686
Bobs Discount Furniture
BOBS
$2.47B
| $17.8M | 0.01% |
+1,123,437
| New | +$14M |
|
|
KARD
687
Kardigan Inc
KARD
$1.89B
| $17.7M | 0.01% |
+749,703
| New | +$17.3M |
|
|
SUNB
688
Sunbelt Rentals Holdings
SUNB
$34.8B
| $17.6M | 0.01% |
+241,888
| New | +$18.1M |
|
|
GTLS
689
DELISTED
Chart Industries
GTLS
| $17.5M | 0.01% |
+83,783
| New | +$17.4M |
|
690
Lowe's Companies
LOW
$122B
| $17.5M | 0.01% |
+79,379
| New | +$18M |
|
691
StoneX
SNEX
$8.09B
| $17.2M | 0.01% |
+218,172
| New | +$16.4M |
|
692
Blackrock
BLK
$182B
| $17.2M | 0.01% |
+17,883
| New | +$18.5M |
|
693
AT&T
T
$171B
| $17.2M | 0.01% |
+830,210
| New | +$20.6M |
|
694
Sanmina
SANM
$11.3B
| $17.1M | 0.01% |
+67,720
| New | +$14.8M |
|
695
Shore Bancshares
SHBI
$800M
| $17.1M | 0.01% |
+745,516
| New | +$15.2M |
|
696
Teradata
TDC
$2.57B
| $17.1M | 0.01% |
+492,846
| New | +$15M |
|
|
CRWV
697
CoreWeave
CRWV
$58.1B
| $17M | 0.01% |
+171,165
| New | +$18.5M |
|
698
SLB Ltd
SLB
$79.8B
| $17M | 0.01% |
+366,270
| New | +$19.6M |
|
699
ProMIS Neurosciences
PMN
$130M
| $17M | 0.01% |
+1,292,757
| New | +$14M |
|
700
ACI Worldwide
ACIW
$5.4B
| $16.9M | 0.01% |
+336,864
| New | +$14.6M |
|
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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.