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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 | |
|---|---|---|---|---|---|---|
976
Varonis Systems
VRNS
$5.17B
| $5.9M | ﹤0.01% |
+140,714
| New | +$4.12M |
|
977
Autodesk
ADSK
$53.1B
| $5.9M | ﹤0.01% |
+30,376
| New | +$6.94M |
|
978
Herc Holdings
HRI
$5.8B
| $5.89M | ﹤0.01% |
+41,074
| New | +$5.3M |
|
979
Pinnacle West Capital
PNW
$12.3B
| $5.88M | ﹤0.01% |
+54,939
| New | +$5.62M |
|
980
Aaon
AAON
$7.24B
| $5.83M | ﹤0.01% |
+45,915
| New | +$5.38M |
|
981
IES Holdings
IESC
$15.1B
| $5.82M | ﹤0.01% |
+7,926
| New | +$5.12M |
|
982
NCR Atleos
NATL
$3.47B
| $5.82M | ﹤0.01% |
+134,060
| New | +$5.95M |
|
983
Sun Life Financial
SLF
$45.1B
| $5.77M | ﹤0.01% |
+73,657
| New | +$5.3M |
|
984
Rubrik
RBRK
$21B
| $5.74M | ﹤0.01% |
+71,563
| New | +$4.5M |
|
985
Texas Roadhouse
TXRH
$13.6B
| $5.73M | ﹤0.01% |
+29,651
| New | +$5.05M |
|
986
Nutanix
NTNX
$18B
| $5.72M | ﹤0.01% |
+112,200
| New | +$5.07M |
|
987
Bloomin' Brands
BLMN
$903M
| $5.72M | ﹤0.01% |
+625,618
| New | +$4.55M |
|
988
nCino
NCNO
$2.28B
| $5.72M | ﹤0.01% |
+349,577
| New | +$5.74M |
|
989
Inovio Pharmaceuticals
INO
$113M
| $5.71M | ﹤0.01% |
+5,171,053
| New | +$6.14M |
|
|
SGI
990
Somnigroup International
SGI
$13.9B
| $5.71M | ﹤0.01% |
+72,859
| New | +$5.34M |
|
991
FormFactor
FORM
$10.3B
| $5.69M | ﹤0.01% |
+35,569
| New | +$4.72M |
|
992
IAMGOLD
IAG
$10.4B
| $5.66M | ﹤0.01% |
+357,595
| New | +$6.25M |
|
993
FNB Corp
FNB
$6.93B
| $5.66M | ﹤0.01% |
+296,517
| New | +$5.28M |
|
994
GoDaddy
GDDY
$12B
| $5.66M | ﹤0.01% |
+66,659
| New | +$5.62M |
|
|
JATT
995
JATT II Acquisition Corp
JATT
| $5.65M | ﹤0.01% |
+500,000
| New | +$5.31M |
|
996
Old National Bancorp
ONB
$10.4B
| $5.62M | ﹤0.01% |
+217,147
| New | +$5.22M |
|
997
Zebra Technologies
ZBRA
$17.8B
| $5.62M | ﹤0.01% |
+21,351
| New | +$5.02M |
|
998
IonQ
IONQ
$18.7B
| $5.58M | ﹤0.01% |
+104,768
| New | +$5.31M |
|
999
Elanco Animal Health
ELAN
$11.8B
| $5.57M | ﹤0.01% |
+226,000
| New | +$5.23M |
|
|
JUDO
1000
Janus Henderson U.S. Equity Enhanced Income ETF
JUDO
$7.27M
| $5.54M | ﹤0.01% |
+200,000
| New | +$5.44M |
|
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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.