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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 | |
|---|---|---|---|---|---|---|
|
MICC
1051
The Magnum Ice Cream Company N.V.
MICC
$12B
| $4.93M | ﹤0.01% |
+283,065
| New | +$4.41M |
|
1052
Blue Owl Capital
OWL
$19.1B
| $4.88M | ﹤0.01% |
+557,670
| New | +$5.3M |
|
1053
Applied Optoelectronics
AAOI
$12.7B
| $4.87M | ﹤0.01% |
+32,919
| New | +$5.35M |
|
1054
Popular Inc
BPOP
$11.3B
| $4.86M | ﹤0.01% |
+29,566
| New | +$4.46M |
|
1055
Viavi Solutions
VIAV
$10.7B
| $4.84M | ﹤0.01% |
+101,306
| New | +$4.85M |
|
1056
Parsons
PSN
$5.12B
| $4.84M | ﹤0.01% |
+92,372
| New | +$4.99M |
|
1057
Bio-Techne
TECH
$11.3B
| $4.82M | ﹤0.01% |
+68,202
| New | +$3.68M |
|
|
XYZ
1058
Block Inc
XYZ
$49.8B
| $4.81M | ﹤0.01% |
+63,215
| New | +$4.44M |
|
1059
Element Solutions
ESI
$9.46B
| $4.8M | ﹤0.01% |
+100,485
| New | +$4.17M |
|
1060
Amkor Technology
AMKR
$14.7B
| $4.79M | ﹤0.01% |
+55,603
| New | +$3.96M |
|
1061
Take-Two Interactive
TTWO
$46.2B
| $4.79M | ﹤0.01% |
+19,166
| New | +$4.23M |
|
|
ECG
1062
Everus Construction Group
ECG
$7.2B
| $4.78M | ﹤0.01% |
+28,832
| New | +$4.22M |
|
|
SF
1063
Stifel
SF
$12.9B
| $4.77M | ﹤0.01% |
+68,400
| New | +$5.1M |
|
|
AXON
1064
Axon Enterprise
AXON
$49.8B
| $4.76M | ﹤0.01% |
+8,501
| New | +$3.56M |
|
1065
Sabra Healthcare REIT
SBRA
$5.19B
| $4.74M | ﹤0.01% |
+243,214
| New | +$4.82M |
|
1066
Viasat
VSAT
$11.4B
| $4.73M | ﹤0.01% |
+52,637
| New | +$3.49M |
|
1067
PG&E
PCG
$39.3B
| $4.68M | ﹤0.01% |
+278,444
| New | +$4.69M |
|
1068
Millicom
TIGO
$15.7B
| $4.66M | ﹤0.01% |
+51,400
| New | +$4.33M |
|
1069
Acuity Brands
AYI
$10.7B
| $4.66M | ﹤0.01% |
+12,369
| New | +$3.67M |
|
1070
Boston Properties
BXP
$10.9B
| $4.64M | ﹤0.01% |
+69,907
| New | +$4.18M |
|
1071
Janus Henderson Securitized Income ETF
JSI
$1.51B
| $4.62M | ﹤0.01% |
+90,209
| New | +$4.65M |
|
1072
Encompass Health
EHC
$12.2B
| $4.58M | ﹤0.01% |
+45,258
| New | +$4.69M |
|
1073
Antero Resources
AR
$11.5B
| $4.57M | ﹤0.01% |
+129,878
| New | +$4.78M |
|
1074
Eversource Energy
ES
$27.2B
| $4.56M | ﹤0.01% |
+63,158
| New | +$4.37M |
|
1075
Skyworks Solutions
SWKS
$10.5B
| $4.56M | ﹤0.01% |
+67,244
| New | +$4.58M |
|
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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.