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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 | |
|---|---|---|---|---|---|---|
851
Webster Financial
WBS
$12.8B
| $8.44M | ﹤0.01% |
+110,480
| New | +$8.03M |
|
852
Aon
AON
$75.5B
| $8.42M | ﹤0.01% |
+25,392
| New | +$8.19M |
|
|
PSTL
853
Postal Realty Trust
PSTL
$696M
| $8.39M | ﹤0.01% |
+340,553
| New | +$7.6M |
|
854
Viatris
VTRS
$18.6B
| $8.37M | ﹤0.01% |
+527,179
| New | +$8.17M |
|
855
TTM Technologies
TTMI
$14.7B
| $8.37M | ﹤0.01% |
+44,773
| New | +$7.22M |
|
856
Logitech
LOGI
$14.8B
| $8.37M | ﹤0.01% |
+89,147
| New | +$9.25M |
|
857
Tenable Holdings
TENB
$4.22B
| $8.37M | ﹤0.01% |
+226,837
| New | +$5.34M |
|
858
Roku
ROKU
$23.4B
| $8.36M | ﹤0.01% |
+60,510
| New | +$7.38M |
|
859
AngloGold Ashanti
AU
$48.7B
| $8.34M | ﹤0.01% |
+103,077
| New | +$9.79M |
|
860
Keurig Dr Pepper
KDP
$42.8B
| $8.33M | ﹤0.01% |
+254,446
| New | +$7.41M |
|
861
Interactive Brokers
IBKR
$41.7B
| $8.29M | ﹤0.01% |
+95,294
| New | +$7.93M |
|
862
United Parcel Service
UPS
$88.9B
| $8.29M | ﹤0.01% |
+77,177
| New | +$8.02M |
|
863
Kinder Morgan
KMI
$73.1B
| $8.25M | ﹤0.01% |
+258,189
| New | +$8.32M |
|
864
W.W. Grainger
GWW
$62.3B
| $8.19M | ﹤0.01% |
+6,022
| New | +$7.42M |
|
865
Calumet Specialty Products
CLMT
$4.19B
| $8.12M | ﹤0.01% |
+225,437
| New | +$7.58M |
|
866
PACCAR
PCAR
$68.8B
| $8.04M | ﹤0.01% |
+66,969
| New | +$7.9M |
|
867
Coca-Cola Femsa
KOF
$22.9B
| $8.04M | ﹤0.01% |
+75,696
| New | +$7.93M |
|
868
Steel Dynamics
STLD
$36.7B
| $8M | ﹤0.01% |
+34,887
| New | +$8.17M |
|
869
CarGurus
CARG
$3.33B
| $7.99M | ﹤0.01% |
+234,325
| New | +$7.6M |
|
870
East-West Bancorp
EWBC
$18.7B
| $7.94M | ﹤0.01% |
+61,513
| New | +$7.56M |
|
871
Targa Resources
TRGP
$59.1B
| $7.87M | ﹤0.01% |
+29,354
| New | +$7.54M |
|
872
Performance Food Group
PFGC
$16.8B
| $7.86M | ﹤0.01% |
+70,376
| New | +$6.7M |
|
873
Coherent
COHR
$63.7B
| $7.77M | ﹤0.01% |
+19,717
| New | +$6.97M |
|
874
Huntington Ingalls Industries
HII
$12.9B
| $7.77M | ﹤0.01% |
+27,751
| New | +$9.27M |
|
875
Generac Holdings
GNRC
$12.9B
| $7.75M | ﹤0.01% |
+26,489
| New | +$6.63M |
|
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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.