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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 | |
|---|---|---|---|---|---|---|
1201
Kadant
KAI
$3.95B
| $3.49M | ﹤0.01% |
+11,085
| New | +$3.45M |
|
1202
Hexcel
HXL
$7.87B
| $3.48M | ﹤0.01% |
+34,757
| New | +$3.15M |
|
1203
Workday
WDAY
$49.1B
| $3.48M | ﹤0.01% |
+28,437
| New | +$3.6M |
|
1204
Cipher Digital
CIFR
$7.41B
| $3.47M | ﹤0.01% |
+141,828
| New | +$2.99M |
|
1205
Booz Allen Hamilton
BAH
$9.32B
| $3.47M | ﹤0.01% |
+57,229
| New | +$4.37M |
|
1206
Carter Bankshares
CARE
$757M
| $3.46M | ﹤0.01% |
+101,719
| New | +$2.75M |
|
1207
Rigel Pharmaceuticals
RIGL
$795M
| $3.45M | ﹤0.01% |
+88,198
| New | +$2.72M |
|
1208
MongoDB
MDB
$37B
| $3.45M | ﹤0.01% |
+10,267
| New | +$3.08M |
|
1209
Maplebear
CART
$11.3B
| $3.45M | ﹤0.01% |
+72,789
| New | +$3.04M |
|
1210
Mettler-Toledo International
MTD
$28.4B
| $3.45M | ﹤0.01% |
+2,693
| New | +$3.25M |
|
1211
Cirrus Logic
CRUS
$6.07B
| $3.44M | ﹤0.01% |
+23,206
| New | +$3.8M |
|
1212
Grab
GRAB
$14.8B
| $3.43M | ﹤0.01% |
+913,918
| New | +$3.33M |
|
|
KRMN
1213
Karman Holdings
KRMN
$8.22B
| $3.42M | ﹤0.01% |
+68,598
| New | +$4.43M |
|
1214
Eastman Chemical
EMN
$8.47B
| $3.42M | ﹤0.01% |
+51,042
| New | +$3.73M |
|
1215
Rexford Industrial Realty
REXR
$8.08B
| $3.42M | ﹤0.01% |
+102,083
| New | +$3.57M |
|
1216
Arch Capital
ACGL
$33.7B
| $3.42M | ﹤0.01% |
+35,228
| New | +$3.32M |
|
1217
Raymond James Financial
RJF
$34.8B
| $3.41M | ﹤0.01% |
+22,422
| New | +$3.4M |
|
1218
Xometry
XMTR
$5.52B
| $3.4M | ﹤0.01% |
+35,194
| New | +$2.52M |
|
1219
UGI
UGI
$7.59B
| $3.39M | ﹤0.01% |
+98,107
| New | +$3.47M |
|
1220
XP
XP
$8.17B
| $3.38M | ﹤0.01% |
+207,699
| New | +$3.7M |
|
|
JBTM
1221
JBT Marel
JBTM
$6.23B
| $3.38M | ﹤0.01% |
+23,275
| New | +$3.01M |
|
1222
Jefferies Financial Group
JEF
$12.7B
| $3.35M | ﹤0.01% |
+67,014
| New | +$3.45M |
|
|
QXO
1223
QXO Inc
QXO
$15.7B
| $3.34M | ﹤0.01% |
+192,715
| New | +$3.59M |
|
1224
Silicon Laboratories
SLAB
$7.29B
| $3.34M | ﹤0.01% |
+15,286
| New | +$3.31M |
|
|
OKLO
1225
Oklo
OKLO
$8.26B
| $3.34M | ﹤0.01% |
+63,800
| New | +$3.98M |
|
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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.