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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 | |
|---|---|---|---|---|---|---|
726
Brinker International
EAT
$10.2B
| $14.4M | 0.01% |
+85,937
| New | +$12.7M |
|
727
Morningstar
MORN
$7.78B
| $14.3M | 0.01% |
+91,390
| New | +$15.9M |
|
728
InMode
INMD
$872M
| $14.1M | 0.01% |
+966,020
| New | +$13.5M |
|
729
Brookfield
BN
$107B
| $14M | 0.01% |
+328,684
| New | +$14.7M |
|
730
Exelon
EXC
$47.2B
| $14M | 0.01% |
+300,372
| New | +$13.9M |
|
731
Starbucks
SBUX
$123B
| $13.9M | 0.01% |
+136,391
| New | +$13.7M |
|
732
Samsara
IOT
$23.2B
| $13.8M | 0.01% |
+425,292
| New | +$13.2M |
|
733
Air Products & Chemicals
APD
$68.8B
| $13.7M | 0.01% |
+46,762
| New | +$13.6M |
|
734
Quanta Services
PWR
$103B
| $13.7M | 0.01% |
+19,004
| New | +$13M |
|
735
Nu Holdings
NU
$73.6B
| $13.7M | 0.01% |
+1,022,103
| New | +$13.8M |
|
736
SPDR Gold Trust
GLD
$143B
| $13.6M | 0.01% |
+37,018
| New | +$15.3M |
|
737
Haemonetics
HAE
$4.13B
| $13.6M | 0.01% |
+181,141
| New | +$11.6M |
|
738
Cellebrite
CLBT
$2.79B
| $13.5M | 0.01% |
+926,155
| New | +$12.2M |
|
|
CVSA
739
Covista Inc
CVSA
$4.49B
| $13.5M | 0.01% |
+108,253
| New | +$13M |
|
740
Norfolk Southern
NSC
$75.1B
| $13.4M | 0.01% |
+42,652
| New | +$13.2M |
|
|
CON
741
Concentra Group Holdings
CON
$4.52B
| $13.4M | 0.01% |
+449,725
| New | +$11.2M |
|
742
Kornit Digital
KRNT
$775M
| $13.3M | 0.01% |
+821,212
| New | +$13M |
|
743
nVent Electric
NVT
$27.7B
| $13.2M | 0.01% |
+78,073
| New | +$12.2M |
|
744
Darden Restaurants
DRI
$25.6B
| $13.2M | 0.01% |
+64,165
| New | +$12.9M |
|
745
Realty Income
O
$59.4B
| $13.2M | 0.01% |
+212,783
| New | +$13.3M |
|
746
MKS Inc
MKSI
$21B
| $13.1M | 0.01% |
+29,470
| New | +$9.22M |
|
747
Carpenter Technology
CRS
$27B
| $13.1M | 0.01% |
+21,188
| New | +$9.98M |
|
748
Brink's
BCO
$4.71B
| $13M | 0.01% |
+137,704
| New | +$14.3M |
|
749
Albemarle
ALB
$16.1B
| $13M | 0.01% |
+96,355
| New | +$17M |
|
|
CARL
750
Carlsmed
CARL
$391M
| $13M | 0.01% |
+1,251,616
| New | +$13.2M |
|
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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.