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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 | |
|---|---|---|---|---|---|---|
1026
AGNC Investment
AGNC
$13B
| $5.3M | ﹤0.01% |
+486,442
| New | +$5.13M |
|
1027
Molina Healthcare
MOH
$11.1B
| $5.26M | ﹤0.01% |
+23,000
| New | +$4.17M |
|
1028
Kulicke & Soffa
KLIC
$5.19B
| $5.25M | ﹤0.01% |
+39,261
| New | +$3.85M |
|
1029
Prudential Financial
PRU
$43.2B
| $5.21M | ﹤0.01% |
+48,313
| New | +$4.91M |
|
1030
Northrim BanCorp
NRIM
$606M
| $5.2M | ﹤0.01% |
+187,522
| New | +$4.65M |
|
1031
Twist Bioscience
TWST
$7.44B
| $5.2M | ﹤0.01% |
+50,539
| New | +$3.29M |
|
1032
Alamos Gold
AGI
$14B
| $5.2M | ﹤0.01% |
+171,422
| New | +$6.94M |
|
1033
Align Technology
ALGN
$12.9B
| $5.19M | ﹤0.01% |
+30,791
| New | +$5.34M |
|
1034
Benchmark Electronics
BHE
$2.94B
| $5.18M | ﹤0.01% |
+52,474
| New | +$4.19M |
|
1035
American International
AIG
$40.1B
| $5.17M | ﹤0.01% |
+69,416
| New | +$5.28M |
|
1036
BJs Wholesale Club
BJ
$11.9B
| $5.13M | ﹤0.01% |
+58,833
| New | +$5.39M |
|
1037
APA Corp
APA
$14.2B
| $5.1M | ﹤0.01% |
+156,789
| New | +$5.89M |
|
1038
Republic Services
RSG
$65.7B
| $5.08M | ﹤0.01% |
+23,854
| New | +$4.99M |
|
1039
Baxter International
BAX
$13.8B
| $5.07M | ﹤0.01% |
+237,683
| New | +$4.43M |
|
1040
NexGen Energy
NXE
$6.97B
| $5.06M | ﹤0.01% |
+539,350
| New | +$6.13M |
|
1041
Liberty Global Class C
LBTYK
$3.49B
| $5.02M | ﹤0.01% |
+456,300
| New | +$5.28M |
|
1042
NetApp
NTAP
$40.6B
| $5.01M | ﹤0.01% |
+32,391
| New | +$4.23M |
|
1043
Charles River Laboratories
CRL
$13.4B
| $5M | ﹤0.01% |
+22,078
| New | +$3.93M |
|
1044
KKR & Co
KKR
$102B
| $5M | ﹤0.01% |
+54,481
| New | +$5.28M |
|
1045
iShares Russell 1000 Growth ETF
IWF
$128B
| $4.99M | ﹤0.01% |
+40,191
| New | +$4.85M |
|
1046
Hasbro
HAS
$13.6B
| $4.99M | ﹤0.01% |
+60,405
| New | +$5.44M |
|
1047
Solventum
SOLV
$15.1B
| $4.97M | ﹤0.01% |
+64,372
| New | +$4.69M |
|
1048
Sociedad Química y Minera de Chile
SQM
$21.2B
| $4.94M | ﹤0.01% |
+66,795
| New | +$5.59M |
|
1049
Peloton Interactive
PTON
$2.47B
| $4.94M | ﹤0.01% |
+834,985
| New | +$4.5M |
|
1050
Arrow Electronics
ARW
$10.9B
| $4.93M | ﹤0.01% |
+23,092
| New | +$4.61M |
|
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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.