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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 | |
|---|---|---|---|---|---|---|
701
Agnico Eagle Mines
AEM
$94.4B
| $16.9M | 0.01% |
+108,876
| New | +$20.2M |
|
702
iShares Bitcoin Trust
IBIT
$46.8B
| $16.6M | 0.01% |
+498,954
| New | +$20.3M |
|
|
VIA
703
Via Transportation Inc
VIA
$2.13B
| $16.6M | 0.01% |
+914,006
| New | +$14.3M |
|
704
Adeia
ADEA
$3.29B
| $16.6M | 0.01% |
+503,425
| New | +$14.9M |
|
705
State Street Communication Services Select Sector SPDR ETF
XLC
$22.9B
| $16.1M | 0.01% |
+150,686
| New | +$17.2M |
|
706
Credo Technology Group
CRDO
$48.5B
| $16.1M | 0.01% |
+59,356
| New | +$11.7M |
|
707
Newmont
NEM
$124B
| $16.1M | 0.01% |
+171,927
| New | +$18.7M |
|
708
FTAI Aviation
FTAI
$22.3B
| $16M | 0.01% |
+59,147
| New | +$14.9M |
|
709
Veracyte
VCYT
$3.32B
| $15.8M | 0.01% |
+269,806
| New | +$11.3M |
|
710
Constellium
CSTM
$4.01B
| $15.8M | 0.01% |
+494,899
| New | +$16M |
|
|
BGSI
711
Boyd Group Services
BGSI
$2.65B
| $15.6M | 0.01% |
+164,723
| New | +$18.1M |
|
712
MetLife
MET
$62.1B
| $15.5M | 0.01% |
+183,072
| New | +$14.8M |
|
|
HAWK
713
HawkEye 360 Inc
HAWK
$2.23B
| $15.5M | 0.01% |
+764,623
| New | +$21.1M |
|
714
Manchester United
MANU
$4.17B
| $15.3M | 0.01% |
+668,551
| New | +$13.2M |
|
715
Chubb
CB
$133B
| $15.1M | 0.01% |
+44,418
| New | +$14.5M |
|
716
Victory Capital Holdings
VCTR
$7.27B
| $15.1M | 0.01% |
+179,422
| New | +$14.4M |
|
717
Agilent Technologies
A
$41.9B
| $15M | 0.01% |
+113,248
| New | +$13.8M |
|
718
Community Trust Bancorp
CTBI
$1.43B
| $15M | 0.01% |
+206,688
| New | +$13.8M |
|
719
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.6B
| $14.8M | 0.01% |
+178,501
| New | +$14.8M |
|
|
JXX
720
Janus Henderson Transformational Growth ETF
JXX
$28.8M
| $14.7M | 0.01% |
+450,603
| New | +$13.6M |
|
721
AZZ Inc
AZZ
$4.55B
| $14.6M | 0.01% |
+94,084
| New | +$13.4M |
|
|
P
722
Everpure Inc
P
$39.3B
| $14.6M | 0.01% |
+185,058
| New | +$13.6M |
|
723
Uranium Energy
UEC
$5.55B
| $14.6M | 0.01% |
+1,359,654
| New | +$18.2M |
|
724
AerCap
AER
$24B
| $14.6M | 0.01% |
+99,852
| New | +$14.2M |
|
725
Asure Software
ASUR
$245M
| $14.5M | 0.01% |
+1,830,824
| New | +$15.9M |
|
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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.