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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
Cap. Flow %
94.91%
Top 10 Holdings %
Top 10 Hldgs %
28%
Holding
2,461
New
2,461
Increased
–
Reduced
–
Closed
–
Avg Time Held
0
years
Top 10 Avg Time Held
0
years
Top 20 Avg Time Held
0
years
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 | 12.67% |
| 4 | Communication Services | 8.25% |
| 5 | Consumer Discretionary | 7.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1076
Pinterest
PINS
$11B
| $4.54M | ﹤0.01% |
+215,807
| New | +$4.34M |
2026 Q2
0 quarters
|
|
1077
Essential Utilities
WTRG
$13B
| $4.53M | ﹤0.01% |
+118,200
| New | +$4.51M |
2026 Q2
0 quarters
|
|
1078
Zions Bancorporation
ZION
$9.6B
| $4.52M | ﹤0.01% |
+65,255
| New | +$4.11M |
2026 Q2
0 quarters
|
|
1079
American Healthcare REIT
AHR
$13.4B
| $4.51M | ﹤0.01% |
+86,396
| New | +$4.25M |
2026 Q2
0 quarters
|
|
1080
Ichor Holdings
ICHR
$1.34B
| $4.48M | ﹤0.01% |
+39,903
| New | +$2.88M |
2026 Q2
0 quarters
|
|
1081
Weyerhaeuser
WY
$15B
| $4.47M | ﹤0.01% |
+186,978
| New | +$4.54M |
2026 Q2
0 quarters
|
|
1082
Old Dominion Freight Line
ODFL
$36B
| $4.47M | ﹤0.01% |
+20,630
| New | +$4.45M |
2026 Q2
0 quarters
|
|
1083
Vivmark Residential
VMRK
$49.8B
| $4.46M | ﹤0.01% |
+65,639
| New | +$4.25M |
2026 Q2
0 quarters
|
|
1084
SouthState Bank Corp
SSB
$10.1B
| $4.45M | ﹤0.01% |
+44,574
| New | +$4.3M |
2026 Q2
0 quarters
|
|
1085
International Paper
IP
$18.2B
| $4.45M | ﹤0.01% |
+116,720
| New | +$4M |
2026 Q2
0 quarters
|
|
1086
Five Below
FIVE
$13.6B
| $4.44M | ﹤0.01% |
+24,723
| New | +$5.32M |
2026 Q2
0 quarters
|
|
1087
Wise Group
WSE
$10.8B
| $4.44M | ﹤0.01% |
+369,836
| New | +$4.41M |
2026 Q2
0 quarters
|
|
1088
Service Corp International
SCI
$10.2B
| $4.43M | ﹤0.01% |
+58,309
| New | +$4.56M |
2026 Q2
0 quarters
|
|
1089
PayPal
PYPL
$49.2B
| $4.43M | ﹤0.01% |
+102,637
| New | +$4.67M |
2026 Q2
0 quarters
|
|
1090
Vericel Corp
VCEL
$2.91B
| $4.42M | ﹤0.01% |
+99,295
| New | +$3.58M |
2026 Q2
0 quarters
|
|
1091
Gartner
IT
$12.1B
| $4.41M | ﹤0.01% |
+33,998
| New | +$5.12M |
2026 Q2
0 quarters
|
|
1092
Antero Midstream
AM
$9.7B
| $4.38M | ﹤0.01% |
+192,249
| New | +$4.18M |
2026 Q2
0 quarters
|
|
1093
Research Alliance Corp III
RACC
$92.1M
| $4.37M | ﹤0.01% |
+400,000
| New | +$4.17M |
2026 Q2
0 quarters
|
|
1094
Norwegian Cruise Line
NCLH
$8.25B
| $4.36M | ﹤0.01% |
+206,469
| New | +$3.85M |
2026 Q2
0 quarters
|
|
1095
OGE Energy
OGE
$10.7B
| $4.35M | ﹤0.01% |
+89,491
| New | +$4.28M |
2026 Q2
0 quarters
|
|
1096
HubSpot
HUBS
$10.6B
| $4.35M | ﹤0.01% |
+23,867
| New | +$4.99M |
2026 Q2
0 quarters
|
|
1097
Nasdaq
NDAQ
$60.2B
| $4.34M | ﹤0.01% |
+55,086
| New | +$4.83M |
2026 Q2
0 quarters
|
|
1098
Molson Coors Class B
TAP
$7.57B
| $4.32M | ﹤0.01% |
+110,895
| New | +$4.63M |
2026 Q2
0 quarters
|
|
1099
10x Genomics
TXG
$7.65B
| $4.31M | ﹤0.01% |
+112,414
| New | +$2.95M |
2026 Q2
0 quarters
|
|
1100
Crown Castle
CCI
$38.6B
| $4.31M | ﹤0.01% |
+56,942
| New | +$5M |
2026 Q2
0 quarters
|
|
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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.