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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 | |
|---|---|---|---|---|---|---|---|
1176
Choice Hotels
CHH
$5.29B
| $3.65M | ﹤0.01% |
+33,114
| New | +$3.66M |
2026 Q2
0 quarters
|
|
1177
Slide Insurance Holdings
SLDE
$3.02B
| $3.64M | ﹤0.01% |
+188,163
| New | +$3.41M |
2026 Q2
0 quarters
|
|
1178
Fortive
FTV
$20.2B
| $3.63M | ﹤0.01% |
+59,498
| New | +$3.57M |
2026 Q2
0 quarters
|
|
1179
Loews
L
$22.6B
| $3.63M | ﹤0.01% |
+32,066
| New | +$3.48M |
2026 Q2
0 quarters
|
|
1180
Plexus
PLXS
$5.56B
| $3.63M | ﹤0.01% |
+12,081
| New | +$3.15M |
2026 Q2
0 quarters
|
|
1181
Huntington Bancshares
HBAN
$31.9B
| $3.63M | ﹤0.01% |
+204,512
| New | +$3.38M |
2026 Q2
0 quarters
|
|
1182
Match Group
MTCH
$9.47B
| $3.62M | ﹤0.01% |
+95,263
| New | +$3.38M |
2026 Q2
0 quarters
|
|
1183
Eldorado Gold
EGO
$8.24B
| $3.62M | ﹤0.01% |
+116,266
| New | +$3.78M |
2026 Q2
0 quarters
|
|
1184
Citizens Financial Group
CFG
$27.4B
| $3.61M | ﹤0.01% |
+51,513
| New | +$3.32M |
2026 Q2
0 quarters
|
|
1185
Henry Schein
HSIC
$9.5B
| $3.6M | ﹤0.01% |
+43,166
| New | +$3.3M |
2026 Q2
0 quarters
|
|
1186
OR Royalties Inc
OR
$6.5B
| $3.6M | ﹤0.01% |
+113,258
| New | +$4.18M |
2026 Q2
0 quarters
|
|
1187
Ralliant Corp
RAL
$7.62B
| $3.59M | ﹤0.01% |
+48,700
| New | +$2.71M |
2026 Q2
0 quarters
|
|
1188
Solaris Energy Infrastructure
SEI
$4.43B
| $3.58M | ﹤0.01% |
+44,538
| New | +$3.18M |
2026 Q2
0 quarters
|
|
1189
Viper Energy
VNOM
$8.16B
| $3.58M | ﹤0.01% |
+84,352
| New | +$3.9M |
2026 Q2
0 quarters
|
|
1190
Edison International
EIX
$23.2B
| $3.58M | ﹤0.01% |
+48,035
| New | +$3.43M |
2026 Q2
0 quarters
|
|
1191
Commerce Bancshares
CBSH
$7.89B
| $3.57M | ﹤0.01% |
+61,742
| New | +$3.24M |
2026 Q2
0 quarters
|
|
1192
MP Materials
MP
$6.91B
| $3.55M | ﹤0.01% |
+63,268
| New | +$3.85M |
2026 Q2
0 quarters
|
|
1193
Trade Desk
TTD
$7.41B
| $3.54M | ﹤0.01% |
+195,857
| New | +$4.16M |
2026 Q2
0 quarters
|
|
1194
Alkermes
ALKS
$7.9B
| $3.52M | ﹤0.01% |
+67,273
| New | +$2.63M |
2026 Q2
0 quarters
|
|
1195
Provident Financial Services
PFS
$2.97B
| $3.52M | ﹤0.01% |
+148,790
| New | +$3.34M |
2026 Q2
0 quarters
|
|
1196
Williams-Sonoma
WSM
$29.9B
| $3.52M | ﹤0.01% |
+15,088
| New | +$2.99M |
2026 Q2
0 quarters
|
|
1197
Plug Power
PLUG
$1.55B
| $3.5M | ﹤0.01% |
+1,293,221
| New | +$4.06M |
2026 Q2
0 quarters
|
|
1198
Impinj
PI
$5.2B
| $3.5M | ﹤0.01% |
+24,441
| New | +$3.19M |
2026 Q2
0 quarters
|
|
1199
USA Rare Earth Inc
USAR
$3.06B
| $3.5M | ﹤0.01% |
+162,134
| New | +$3.7M |
2026 Q2
0 quarters
|
|
1200
Church & Dwight Co
CHD
$26.7B
| $3.49M | ﹤0.01% |
+36,037
| New | +$3.44M |
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.