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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 | |
|---|---|---|---|---|---|---|
|
NEE.PRV
826
NextEra Energy Inc 7.375% Corporate Units
NEE.PRV
| $9.18M | ﹤0.01% |
+191,400
| New | +$9.41M |
|
827
Moog Inc Class A
MOG.A
$14B
| $9.18M | ﹤0.01% |
+21,653
| New | +$7.39M |
|
828
Range Resources
RRC
$9.42B
| $9.1M | ﹤0.01% |
+244,627
| New | +$9.93M |
|
829
Darling Ingredients
DAR
$10.6B
| $9.03M | ﹤0.01% |
+165,371
| New | +$9.87M |
|
830
DaVita
DVA
$11.5B
| $9.03M | ﹤0.01% |
+40,588
| New | +$7.38M |
|
831
Unum
UNM
$14.8B
| $9.01M | ﹤0.01% |
+100,767
| New | +$8.35M |
|
832
Ingles Markets
IMKTA
$1.65B
| $8.99M | ﹤0.01% |
+101,445
| New | +$9.07M |
|
|
SSMR
833
Sunshine Silver Mining & Refining Company
SSMR
$2.31B
| $8.93M | ﹤0.01% |
+658,956
| New | +$9.32M |
|
834
Diebold Nixdorf
DBD
$2.48B
| $8.91M | ﹤0.01% |
+104,847
| New | +$8.43M |
|
835
Moody's
MCO
$84B
| $8.89M | ﹤0.01% |
+19,619
| New | +$8.81M |
|
836
General Dynamics
GD
$107B
| $8.83M | ﹤0.01% |
+24,947
| New | +$8.54M |
|
837
Archer Daniels Midland
ADM
$38.8B
| $8.82M | ﹤0.01% |
+115,435
| New | +$8.79M |
|
838
EastGroup Properties
EGP
$10.9B
| $8.8M | ﹤0.01% |
+43,412
| New | +$8.69M |
|
839
Zevra Therapeutics
ZVRA
$672M
| $8.8M | ﹤0.01% |
+613,403
| New | +$6.82M |
|
|
BWIN
840
Baldwin Insurance Group
BWIN
$3.05B
| $8.76M | ﹤0.01% |
+329,652
| New | +$7.13M |
|
841
Cigna
CI
$74.7B
| $8.76M | ﹤0.01% |
+31,762
| New | +$8.97M |
|
842
Marathon Petroleum
MPC
$99.8B
| $8.75M | ﹤0.01% |
+34,264
| New | +$8.41M |
|
843
Carrier Global
CARR
$51.8B
| $8.74M | ﹤0.01% |
+119,219
| New | +$7.79M |
|
844
Travelers Companies
TRV
$77.2B
| $8.72M | ﹤0.01% |
+26,408
| New | +$8M |
|
845
Ford
F
$57.3B
| $8.68M | ﹤0.01% |
+624,967
| New | +$8.43M |
|
|
SLSR
846
Solaris Resources
SLSR
$1.29B
| $8.52M | ﹤0.01% |
+1,023,987
| New | +$9.91M |
|
|
HUT
847
Hut 8
HUT
$10.5B
| $8.52M | ﹤0.01% |
+73,769
| New | +$7.15M |
|
848
TD Synnex
SNX
$20.7B
| $8.47M | ﹤0.01% |
+31,635
| New | +$7.62M |
|
849
Forestar Group
FOR
$1.5B
| $8.46M | ﹤0.01% |
+266,921
| New | +$7.34M |
|
850
MaxLinear
MXL
$7.69B
| $8.46M | ﹤0.01% |
+66,020
| New | +$4.67M |
|
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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.