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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 | |
|---|---|---|---|---|---|---|---|
776
BWX Technologies
BWXT
$11.3B
| $11.3M | ﹤0.01% |
+57,844
| New | +$12M |
2026 Q2
0 quarters
|
|
777
AptarGroup
ATR
$9.07B
| $11.2M | ﹤0.01% |
+89,526
| New | +$10.9M |
2026 Q2
0 quarters
|
|
778
Janus Henderson Mid Cap Growth Alpha ETF
JMID
$21M
| $11.1M | ﹤0.01% |
+350,687
| New | +$10.8M |
2026 Q2
0 quarters
|
|
779
Inspired Entertainment
INSE
$116M
| $11M | ﹤0.01% |
+1,338,988
| New | +$10M |
2026 Q2
0 quarters
|
|
780
Clear Secure
YOU
$5.7B
| $10.9M | ﹤0.01% |
+196,328
| New | +$10.7M |
2026 Q2
0 quarters
|
|
781
MYR Group
MYRG
$4.25B
| $10.9M | ﹤0.01% |
+21,807
| New | +$8.95M |
2026 Q2
0 quarters
|
|
782
Canadian Imperial Bank of Commerce
CM
$105B
| $10.9M | ﹤0.01% |
+94,559
| New | +$10.4M |
2026 Q2
0 quarters
|
|
783
EQT Corp
EQT
$33B
| $10.9M | ﹤0.01% |
+204,096
| New | +$11.5M |
2026 Q2
0 quarters
|
|
784
Acadian Asset Management
AAMI
$3.35B
| $10.8M | ﹤0.01% |
+151,546
| New | +$10.6M |
2026 Q2
0 quarters
|
|
785
Bank of Montreal
BMO
$120B
| $10.8M | ﹤0.01% |
+61,227
| New | +$9.6M |
2026 Q2
0 quarters
|
|
786
Hecla Mining
HL
$8.8B
| $10.8M | ﹤0.01% |
+697,375
| New | +$12.3M |
2026 Q2
0 quarters
|
|
787
Interparfums
IPAR
$4.27B
| $10.7M | ﹤0.01% |
+95,503
| New | +$9.01M |
2026 Q2
0 quarters
|
|
788
Moderna
MRNA
$90.4B
| $10.6M | ﹤0.01% |
+151,972
| New | +$7.86M |
2026 Q2
0 quarters
|
|
789
PG&E Corp 6.000% Series A Preferred Stock
PCG.PRX
$1.06B
| $10.6M | ﹤0.01% |
+255,190
| New | +$10.7M |
2026 Q2
0 quarters
|
|
790
Sherwin-Williams
SHW
$84.5B
| $10.6M | ﹤0.01% |
+30,845
| New | +$9.9M |
2026 Q2
0 quarters
|
|
791
Adobe
ADBE
$94.6B
| $10.5M | ﹤0.01% |
+51,364
| New | +$12.2M |
2026 Q2
0 quarters
|
|
792
Mondelez International
MDLZ
$85.5B
| $10.5M | ﹤0.01% |
+181,153
| New | +$10.9M |
2026 Q2
0 quarters
|
|
793
Rackspace Technology
RXT
$768M
| $10.5M | ﹤0.01% |
+1,602,104
| New | +$6.25M |
2026 Q2
0 quarters
|
|
794
Barrick Mining
B
$61.2B
| $10.5M | ﹤0.01% |
+284,515
| New | +$11.7M |
2026 Q2
0 quarters
|
|
795
Innospec
IOSP
$1.98B
| $10.4M | ﹤0.01% |
+127,976
| New | +$10.1M |
2026 Q2
0 quarters
|
|
796
Cedar Fair
FUN
$1.18B
| $10.3M | ﹤0.01% |
+485,694
| New | +$9.9M |
2026 Q2
0 quarters
|
|
797
HDFC Bank
HDB
$133B
| $10.3M | ﹤0.01% |
+400,547
| New | +$10M |
2026 Q2
0 quarters
|
|
798
Scotiabank
BNS
$113B
| $10.2M | ﹤0.01% |
+117,681
| New | +$9.27M |
2026 Q2
0 quarters
|
|
799
Aurinia Pharmaceuticals
AUPH
$2.11B
| $10.2M | ﹤0.01% |
+602,195
| New | +$9.6M |
2026 Q2
0 quarters
|
|
800
Dave Inc
DAVE
$3.54B
| $10.2M | ﹤0.01% |
+27,354
| New | +$7.11M |
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.